Dependence on Specific Raw Material and Component Suppliers
First written in FY2016. 6 of 18 entries say "Restated". Latest entry: FY2026.
Honda Motor moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2020: 23 of 74 companies on the "Worse" side.
21 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「In addition, as electrification accelerates and demand for nickel, lithium and cobalt used in batteries surges, concerns have arisen over higher battery prices due to shortages of mineral resources and other materials, as well as shortages of semiconductors, memory and other components associated with the development of AI technology. In particular, the Group is closely examining the impact of export restrictions on rare earths in China.」
In addition to the existing shortages of parts and semiconductors, it identifies critical minerals for batteries, AI-related semiconductors and memory, and China's export restrictions on rare earths as new procurement risks. - FY2025WorsenedAnnual report
「The Group is closely examining the impact of export restrictions on rare earths in China.」
While the shortage of semiconductor supplies has been resolved, it identifies procurement risks involving shortages and higher prices of nickel, lithium and cobalt for batteries, as well as China's export restrictions on rare earths. - FY2024Resolution of Semiconductor Shortages and Expansion of Battery Raw-Material RisksAnnual report
「The shortage of semiconductor supplies has been resolved. …As electrification accelerates, demand for nickel, lithium and cobalt used in batteries is expected to surge, raising concerns about higher battery prices due to shortages of minerals and other raw materials.」
While the former shortage of semiconductor supplies had been resolved as of the filing date, it identifies new procurement risks, including a sharp increase in demand for critical minerals associated with EV adoption, supply shortages and higher battery prices. - FY2023RestatedAnnual report
「The shortage of semiconductor supplies became apparent within the Group, resulting in production stoppages and reduced production of four-wheeled and two-wheeled vehicles at some production sites in Japan and overseas. Prices of certain other raw materials and parts have also risen or are expected to rise.」
Production stoppages and reductions due to semiconductor shortages and higher parts prices continue to occur, and the Group reconfirms its response through coordination with suppliers and a review of the supply chain. - FY2022MaterialisedAnnual report
「The shortage of semiconductor supplies became apparent within the Group, resulting in production stoppages and reduced production of four-wheeled and two-wheeled vehicles at some production sites in Japan and overseas. Prices of certain other raw materials and parts have also risen or are expected to rise.」
The risk associated with dependence on supplies of parts and raw materials materialised during the fiscal year as production stoppages and reductions of four-wheeled and two-wheeled vehicles due to semiconductor shortages and higher prices for other parts. - FY2022-Q2MitigatedAnnual report
「Although impacts on production activities at production sites, including those caused by restrictions on employees reporting to work and delays in parts supplies in the supply chain, as well as dealership closures, shortened business hours and reduced inspection and repair services, have occurred in connection with movement restrictions in some countries and regions, no material impact on the Group's results of operations has occurred.」
States that although delays in parts supplies have affected production activities, no material impact on the Group's results of operations had occurred as of the end of the cumulative second-quarter period. - FY2022-Q1MitigatedAnnual report
「Although impacts on production activities at production sites, including those caused by restrictions on employees reporting to work and delays in parts supplies in the supply chain, as well as dealership closures, shortened business hours and reduced inspection and repair services, have occurred in connection with movement restrictions in some countries and regions, no material impact on the Group's results of operations has occurred.」
States that although delays in parts supplies have affected production activities, no material impact on the Group's results of operations had occurred as of the current quarter. - FY2021MaterialisedAnnual report
「The shortage of semiconductor supplies became apparent within the Group, resulting in production stoppages and reduced production of four-wheeled vehicles at some production sites in Japan and overseas.」
The former risk associated with dependence on specific suppliers and parts materialised as production stoppages and reductions of four-wheeled vehicles due to semiconductor shortages. - FY2021-Q3MitigatedAnnual report
「In connection with the implementation of movement restrictions by governments in various countries, impacts at production sites in Japan and overseas included product production stoppages and reduced production caused by restrictions on employees reporting to work and delays in the supply of parts in the supply chain. At some dealerships in Japan and overseas, impacts included store closures, shortened business hours and reduced inspection and repair services. At present, business activities have largely resumed, and no material business impact has occurred in major countries or regions.」
Although production stoppages and reductions occurred due to delays in parts supplies, business activities have largely resumed and no material business impact has occurred in major countries or regions. - FY2021-Q2MaterialisedAnnual report
「In connection with the implementation of movement restrictions by governments in various countries, impacts at production sites in Japan and overseas included product production stoppages and reduced production caused by restrictions on employees reporting to work and delays in the supply of parts in the supply chain.」
The risk associated with dependence on supplies of raw materials and parts has also materialised this quarter as production stoppages and reductions caused by delays in parts supplies. It states that the impact is trending downward as business activities resume. - FY2021-Q1MaterialisedAnnual report
「In connection with the implementation of movement restrictions by governments in various countries, impacts at production sites in Japan and overseas included product production stoppages and reduced production caused by restrictions on employees reporting to work and delays in the supply of parts in the supply chain.」
The risk associated with dependence on supplies of raw materials and parts materialised as delays in parts supplies and production stoppages and reductions due to the COVID-19 pandemic. - FY2020MaterialisedAnnual report
「At production sites in Japan and overseas, impacts have included product production stoppages and reduced production caused by restrictions on employees reporting to work and delays in the supply of parts in the supply chain.」
The risk associated with dependence on specific parts and raw-material suppliers materialised as delays in parts supplies and production stoppages and reductions due to the COVID-19 pandemic. - FY2019RestatedAnnual report
「The manufacture of products depends on specific suppliers for certain raw materials and parts. Whether supplies can be maintained efficiently and at low cost is affected by numerous factors, including some beyond the Group's control.」
Reconfirms dependence on specific suppliers for raw materials and parts and the impact on supply continuity, production and costs. - FY2018RestatedAnnual report
「The manufacture of products depends on specific suppliers for certain raw materials and parts. Whether supplies can be maintained efficiently and at low cost is affected by numerous factors, including some beyond the Group's control.」
Reconfirms dependence on specific suppliers for raw materials and parts and the impact on supply continuity, production and costs. - FY2017RestatedAnnual report
「The manufacture of products depends on specific suppliers for certain raw materials and parts. Whether supplies can be maintained efficiently and at low cost is affected by numerous factors, including some beyond the Group's control.」
Continues to disclose dependence on specific suppliers of raw materials and parts and the effects on supply continuity, competitiveness, production and costs of losing key suppliers. - FY2017-Q3RestatedAnnual report
「The Group will also work to strengthen the supply chain's ability to respond to risks on a global scale.」
Continues to strengthen the supply chain's ability to respond to risks globally in response to dependence on specific suppliers of raw materials and parts. - FY2017-Q2RestatedAnnual report
「The Group will also work to strengthen the supply chain's ability to respond to risks on a global scale.」
States a policy of strengthening the supply chain's ability to respond to risks globally in response to dependence on specific suppliers of raw materials and parts. - FY2016First statedAnnual report
「The manufacture of products depends on specific suppliers for certain raw materials and parts.」
Indicates that suppliers' production capacity and the loss of suppliers may lead to production delays or stoppages and higher costs.