Production Interruptions Caused by Disasters, Power Outages and Supply Chain Disruptions
First written in FY2017. 13 of 24 entries say "Restated". Latest entry: FY2024-Q3.
Aisan Industry moved to the "Worse" side of this theme in 2021, 2 years after the typical company in this theme (2019).
The whole theme swung hardest in 2026: 14 of 32 companies on the "Worse" side.
17 other companies' latest entry also says "Mitigated".
- FY2024-Q3MitigatedAnnual report
「In the automotive industry, automakers operated at a strong level as they worked to clear market back orders caused by the impact of COVID-19 and component supply constraints, including semiconductor shortages.」
The company explains that progress has been made in clearing the market back orders caused by supply constraints for semiconductors and other components, and that automakers' operating conditions remained strong. The situation has changed from a limited production recovery due to the previous supply constraints to an improved situation. - FY2024-Q1MitigatedAnnual report
「In the automotive industry, production at automakers remained at high levels as semiconductor shortages were resolved.」
The situation has changed from automobile production being constrained by semiconductor supply shortages and supply chain restrictions to automakers maintaining high production levels as supply shortages have eased. - FY2023WorsenedAnnual report
「Accordingly, if a major earthquake, a natural disaster associated with climate change or another event that interrupts operations occurs, the Group's production capacity could decline significantly.」
Natural disasters associated with climate change have been explicitly added to the previously disclosed risks of disasters, power outages and supply chain disruptions. - FY2023-Q2RestatedAnnual report
「During the cumulative second quarter of the fiscal year, uncertain conditions continued in the automotive industry due to production fluctuations at automakers resulting from semiconductor shortages and COVID-19, rising raw material and energy prices, global inflation and the rapid depreciation of the yen, among other factors.」
Production fluctuations caused by semiconductor supply shortages and the effects of infectious diseases continue, and the company states that the situation regarding supply chain and production disruption risks remains uncertain. - FY2023-Q1WorsenedAnnual report
「During the cumulative first quarter of the fiscal year, uncertain conditions continued in the automotive industry due to production cuts by automakers resulting from semiconductor shortages, the spread of COVID-19 and the Shanghai lockdown in China, rising raw material and energy prices, and the rapid depreciation of the yen, among other factors.」
The impact has spread from previous supply chain concerns to actual production constraints, including production cuts by automakers due to semiconductor shortages, the Shanghai lockdown in China and similar factors. - FY2022-Q3ReframedAnnual report
「During the cumulative third quarter of the fiscal year, the recovery in automobile production remained limited due to semiconductor shortages, logistics disruptions and the impact of COVID-19, among other factors. Uncertainty about the future stability of the supply chain also continued.」
The explanation has changed from actual production cuts caused by semiconductor shortages and logistics disruptions in the previous quarter to an explanation that the recovery in production volumes is limited and uncertainty in the supply chain persists. - FY2022-Q2WorsenedAnnual report
「During the cumulative second quarter of the fiscal year, automobile production declined due to semiconductor shortages, logistics disruptions and the prolonged impact of COVID-19. Uncertainty about the future stability of the supply chain also increased.」
In addition to infectious diseases, semiconductor shortages and logistics disruptions have caused actual production cuts, further concretizing the impact of supply chain disruption risks. - FY2022-Q1MaterialisedAnnual report
「During the cumulative first quarter of the fiscal year, uncertainty about the outlook became apparent in the automotive industry due to the impact on current automobile production from an unstable supply chain amid concerns about semiconductor supplies, as well as the prolonged impact of COVID-19.」
The company previously described supply chain disruptions and infectious disease-related production disruptions as possibilities, but now states that an unstable supply chain due to concerns about semiconductor supplies is actually affecting current automobile production volumes. - FY2021-Q3RestatedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, production and sales in Japan, Asia, the Americas and Europe declined significantly. This was due to suspensions of operations and other factors associated with the spread of the novel coronavirus.」
Temporary suspensions of operations associated with the spread of the novel coronavirus continued to appear in the results as significant declines in production and sales. At the same time, the accounting estimates indicated that all plants had resumed operations and that production and sales were showing signs of recovery. - FY2021-Q2MitigatedAnnual report
「Regarding the effects of the spread of the novel coronavirus, production and sales had declined due to temporary suspensions of operations, but as of the end of June 2020, all plants had resumed operations and production and sales were showing signs of recovery.」
While temporary plant shutdowns and declines in production and sales occurred due to an infectious disease, all plants resumed operations and production and sales showed signs of recovery, indicating that the impact had been reduced to some extent. - FY2021-Q1MaterialisedAnnual report
「Regarding the effects of the spread of the novel coronavirus, production and sales had declined due to temporary suspensions of operations, but as of the end of June 2020, all plants had resumed operations.」
An infectious disease-related operational disruption previously described as a possibility occurred in the form of temporary suspensions of operations, a ¥10,239 million decline in production and a ¥14,135 million decline in sales. All plants had resumed operations as of the end of June. - FY2020WorsenedAnnual report
「(9) Effects of disasters, power outages, infectious diseases and similar events… If the effects of an infectious disease continue for an extended period, the Group's overall business operations and operating results could be affected by reduced production and suspended operations.」
The risk of reduced production and suspended operations due to a prolonged infectious disease outbreak has been added to the previously disclosed risks of disasters, power outages and supply chain disruptions. - FY2020-Q3RestatedAnnual report
「No new business or other risks arose during the cumulative period of the third quarter. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation that there are no material changes regarding production disruptions caused by disasters, power outages or supply chain disruptions. - FY2020-Q2RestatedAnnual report
「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation that there are no material changes regarding production disruptions caused by disasters, power outages or supply chain disruptions. - FY2020-Q1RestatedAnnual report
「During the first quarter of the current consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation that there are no material changes regarding production disruptions caused by disasters, power outages or supply chain disruptions. - FY2019RestatedAnnual report
「However, there is no assurance that the impact of disasters, power outages or other disruptive events at production facilities, including those in the supply chain, can be completely prevented or mitigated. Accordingly, if a major earthquake or other event that interrupts operations occurs, the Group's production capacity could decline significantly.」
Although the company conducts disaster-prevention inspections and checks, the risk of reduced production capacity due to disasters, power outages and supply chain disruptions continues. - FY2019-Q3RestatedAnnual report
「There were no newly arising business or other risks during the cumulative third quarter of the current consolidated fiscal year. There have also been no material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation that there are no material changes regarding production disruptions caused by disasters, power outages or supply chain disruptions. - FY2019-Q2RestatedAnnual report
「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation that there are no material changes regarding production disruptions caused by disasters, power outages or supply chain disruptions. - FY2019-Q1RestatedAnnual report
「During the first quarter of the current consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation that there are no material changes regarding production disruptions caused by disasters, power outages or supply chain disruptions. - FY2018RestatedAnnual report
「However, there is no assurance that the impact of disasters, power outages or other disruptive events at production facilities, including those in the supply chain, can be completely prevented or mitigated. Accordingly, if a major earthquake or other event that interrupts operations occurs, the Group's production capacity could decline significantly.」
Although the company conducts disaster-prevention inspections and checks, it continues to disclose the risk of reduced production capacity due to disasters, power outages and supply chain disruptions. - FY2018-Q3RestatedAnnual report
「No new business or other risks arose during the cumulative period of the third quarter. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation that there are no material changes regarding production disruptions caused by disasters, power outages or supply chain disruptions. - FY2018-Q2RestatedAnnual report
「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No material changes are reported regarding production disruptions caused by disasters, power outages or supply chain disruptions. - FY2018-Q1RestatedAnnual report
「During the first quarter of the current consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」
No material changes are reported regarding production disruptions caused by disasters, power outages or supply chain disruptions. - FY2017First statedAnnual report
「However, there is no assurance that the impact of disasters, power outages or other disruptive events at production facilities, including those in the supply chain, can be completely prevented or mitigated. Accordingly, if a major earthquake or other event that interrupts operations occurs, the Group's production capacity could decline significantly.」
While conducting disaster-prevention inspections and checks, the company explicitly identifies the possibility of reduced production capacity due to major earthquakes and similar events as a new risk.