Rapid Structural Change in the Automotive Industry Driven by Zero Emissions, Automated Driving and Connected Cars
First written in FY2017. 2 of 3 entries say "Worsened", first in FY2020. Latest entry: 2026-05-21.
Aisin moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).
The whole theme swung hardest in 2020: 13 of 29 companies on the "Worse" side.
11 other companies' latest entry also says "Worsened".
- 2026-05-21WorsenedGeneral Meetings of Shareholders
「Global conditions are becoming increasingly uncertain because of geopolitical risks and policy diversification.」
In addition to risks associated with structural changes in the automotive industry, the company emphasized uncertainty in the external environment arising from geopolitical risks and diversified policies. - FY2020WorsenedAnnual report
「加えて、新型コロナウイルス感染症の急拡大に伴い、世界中の人やモノの動きが停滞し、生産・販売が急激に落ち込むなど、実体経済に大きな影響が及んでおり、かつて経験した事のない、厳しい事業環境となっています。」
自動車業界の構造変化リスクに加え、新型コロナウイルス感染症による生産・販売の急減を記載している。 - FY2017First statedAnnual report
「The automotive industry is being swept by an unprecedented wave of rapid structural change, including the development of zero-emission and autonomous-driving technologies, the spread of connected cars and lifestyle changes such as the shift from owning cars to using them.」
Identifies rapid changes in vehicle environmental performance, driving technology, connectivity and usage models as a distinct industry-structure risk.