Supply constraints caused by tight semiconductor supply and demand and raw material shortages
First written in FY2021-Q1. 5 of 14 entries say "Worsened", first in FY2021-Q3. Latest entry: FY2026-H1.
Hi-Lex moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
12 other companies' latest entry also says "Materialised".
- FY2026-H1MaterialisedAnnual report
「Sharp production cuts by customers of the Mexican subsidiary due to semiconductor supply problems」
The semiconductor supply problem materialized as sharp production cuts by customers of the Mexican subsidiary and was a factor behind the decline in operating income in the Americas. Although the impact of supply constraints has eased overall, it remains in individual regions. - FY2024-Q2MitigatedAnnual report
「Sales increased year on year, mainly because constraints on the supply of components eased primarily in Europe, automakers' production remained firm, and the number of new vehicle models entering production increased in China, among other factors,」
The easing of supply constraints on components, including semiconductors, led to increased automobile production and sales, mainly in Europe. Although the impact of supply constraints has declined from the previous year, region-specific challenges remain. - FY2024-Q1MitigatedAnnual report
「Sales increased year on year, mainly because constraints on the supply of components, including semiconductors, eased primarily in Europe, automakers' production remained firm, and the number of new vehicle models entering production increased in China, among other factors,」
Supply constraints on components, including semiconductors, eased, leading to increased production and sales by automakers. Although the impact of supply constraints has declined from the previous year, it remains in some regions. - FY2023MitigatedAnnual report
「In the automotive industry, automakers' production has been on a recovery trend as semiconductor shortages and disruptions in parts supply have eased. Automobile production in Japan totaled 8.62 million units, up 13.0% year on year, production in the United States totaled 10.70 million units, up 8.1%, and production in China totaled 28.42 million units, up 3.6%.」
Automobile production in Japan, the United States and China all increased year on year as semiconductor shortages and disruptions in parts supply eased, reducing the impact of supply constraints from the previous year. However, concerns over a prolonged global semiconductor shortage remain. - FY2023-Q3MitigatedAnnual report
「In the automotive industry, automakers' production has been on a recovery trend as semiconductor shortages and disruptions in parts supply have eased,」
Automakers' production moved onto a recovery trend as semiconductor shortages and disruptions in parts supply eased. However, the prolonged global semiconductor shortage and its impact in China, Japan and elsewhere continue to be reported. - FY2023-Q2RestatedAnnual report
「The Group’s consolidated operating results for the cumulative second quarter reflected increased automobile production by automakers in various countries as shortages of components, mainly semiconductors, improved from the previous year. Sales to customers grew year on year, mainly in North America, Asia, Japan, Europe and Brazil, and, partly due to the increase in yen-denominated amounts resulting from the weaker yen, net sales were ¥142,945 million, up ¥22,079 million, or 18.3%, year on year.」
Shortages of components, mainly semiconductors, improved from the previous year, leading to increased automobile production and sales. In China and some other regions, however, the impact of delays in resolving supply shortages remains. - FY2023-Q1Component supply shortages improved, but regional impacts remainAnnual report
「The consolidated cumulative operating performance of the Group for the first quarter was affected by an increase in automobile production by automakers in various countries as shortages of components, mainly semiconductors, improved from the previous year, and sales to customers increased year on year, mainly in Asia, North America, Europe and Japan,」
Shortages of components, mainly semiconductors, improved from the previous year, leading to increased production by automakers in various countries. In Japan and China, however, supply shortages and customer production cuts continue to constrain sales and profits, and their impact has not been eliminated. - FY2022WorsenedAnnual report
「Operating results were an operating loss of ¥4,856 million, compared with operating income of ¥685 million in the same period of the previous year, due to higher material costs accompanying surging resource and material prices, a sharp increase in procurement costs resulting from the semiconductor supply shortage, persistently high transportation costs due to the global container shortage and other factors, tight labor markets mainly in the United States, and lower production efficiency associated with responses to customer shutdowns and production cuts.」
The impact of the semiconductor shortage emerged not only as customer production cuts but also as a sharp increase in procurement costs, and, together with higher material, transportation and labor costs, turned operating income from a profit in the previous year into a ¥4,856 million loss. - FY2022-Q3WorsenedAnnual report
「The company recorded an operating loss of ¥3,282 million, compared with operating income of ¥3,285 million in the same period of the previous year, due to higher material costs resulting from surging resource and raw material prices, a sharp increase in procurement costs caused by the semiconductor shortage, persistently high transportation costs caused by the global container shortage and other factors, tight labor markets mainly in the United States, and lower production efficiency resulting from customers' plant shutdowns and production cuts.」
The semiconductor shortage affected results not only through customer production cuts but also through a sharp increase in procurement costs, and, together with higher material, transportation and labor costs, was a factor behind the operating loss. The impact of supply constraints is becoming even more pronounced. - FY2022-Q2WorsenedAnnual report
「The Group’s consolidated operating results for the cumulative second quarter were affected mainly by production cuts at automakers in various countries due to semiconductor shortages and delays in the start-up of mass production for new orders scheduled in Europe, which kept sales to customers subdued. However, partly due to the increase in yen-denominated amounts resulting from the weaker yen, net sales were ¥120,866 million, up ¥5,373 million, or 4.7%, year on year.」
The semiconductor supply shortage materialized as stalled sales through production cuts by automakers in various countries, compounded by delays in launching mass production in Europe. Sales increased after translation at the weaker yen, but operating results were a loss. - FY2022-Q1WorsenedAnnual report
「The Group’s consolidated operating results for the cumulative first quarter were affected by production cuts at automakers due to semiconductor shortages, mainly in North America, Japan, Europe and Asia, which kept sales to customers subdued. However, partly due to the increase in yen-denominated amounts resulting from the weaker yen, net sales were ¥60,626 million, up ¥2,888 million, or 5.0%, year on year.」
The semiconductor shortage is affecting results in practice through production cuts and stalled sales by automakers in North America, Japan, China, Asia, Europe and elsewhere. Concerns over prolonged supply constraints are continuing and expanding in the form of production-cut impacts across multiple regions. - FY2021-Q3WorsenedAnnual report
「The impact of production cuts by automakers due in part to the global semiconductor supply shortage」
The semiconductor shortage has continued as a global supply constraint and is affecting results in practice through customer production cuts and sales restrictions in Japan, North America, China and elsewhere. - FY2021-Q2MaterialisedAnnual report
「In North America, customer production cuts due to semiconductor shortages」
The global semiconductor shortage materialized as production cuts by North American customers and was a factor behind the 8.6% year-on-year decline in North American sales. Concerns also remain over a prolonged shortage of semiconductors for automotive applications. - FY2021-Q1First statedAnnual report
「New issues have also arisen worldwide, including tight semiconductor supply and demand and shortages of raw materials.」
Tight semiconductor supply and demand and shortages of raw materials were identified for the first time as new business-environment issues, separate from the existing risk of fluctuations in raw material prices.