Resilience of Overseas Automotive Markets
First written in FY2017-Q1. 14 of 30 entries say "Restated". Latest entry: 2026-10-28.
Aisan Industry moved to the "Worse" side of this theme in 2020.
1 other company's latest entry also says "Reframed".
- 2026-10-28ReframedEarnings
「自動車業界においては、米国のEV政策の方針転換等を背景に北米市場ではハイブリッド車を中心に需要が堅調に推移しております。また、中国市場では市場全体の販売台数の伸びが鈍化するなか、中国系自動車メーカーとの競争激化などを背景に、日系自動車メーカー各社の販売台数は引き続き低調に推移しており、厳しい事業環境が続いております。」
海外自動車市場について、北米のハイブリッド車需要の堅調さと、中国における日系自動車メーカーの低調さを、米国EV政策の方針転換や中国系メーカーとの競争激化と結び付けて記載している。 - FY2026ReframedAnnual report
「Hybrid vehicle sales increased in North America. In China, although total market vehicle sales are increasing, sales by Japanese automakers have remained weak, and difficult conditions continue. In Europe, a review of the policy to ban sales of vehicles with internal combustion engines from 2035 onward was indicated, suggesting demand for a range of powertrains, including internal combustion engines.」
The discussion of overseas automotive markets notes increased hybrid vehicle sales in North America, weak performance by Japanese automakers in China, and the indicated review in Europe of the policy to ban sales of vehicles with internal combustion engines, broadening the differences by region and powertrain. - FY2026-H1ReframedAnnual report
「Overall vehicle sales in the automotive industry have remained on a recovery trend, and sales in North America have also been increasing, led by HEVs. At the same time, the increased tariff burden on exports to the United States has heightened the need across the industry to review production locations, rebuild supply chains and implement further cost-reduction measures.」
Rather than describing overseas automotive markets as uniformly firm, the explanation focuses on the overall recovery, increased HEV sales in North America, and the need to rebuild production locations and supply chains due to the tariff burden. - FY2025ReframedAnnual report
「The automotive industry was also affected by factors including the impact of the new US administration's foreign policy, but overall it remained on a gradual recovery trend. In North America, hybrid vehicle sales increased following changes in EV policy. In China, although total market vehicle sales are growing, sales by Japanese automakers have remained weak, and difficult conditions continue.」
The explanation of overseas automotive markets has shifted from describing them as uniformly firm to highlighting differences by region and powertrain, with hybrid vehicle sales increasing in North America and Japanese OEMs performing weakly in China. - FY2025-H1ReframedAnnual report
「In the automotive industry, sales in Europe and the United States were strong, but competition between local OEMs and Japanese OEMs intensified in China, where sales by Japanese OEMs remained sluggish.」
While vehicle sales in Europe and North America are described as firm, sales by Japanese OEMs in China are weak due to intensifying competition with local and Japanese OEMs, clearly indicating differences in business conditions by region. - FY2024-Q3RestatedAnnual 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 assessment is that automakers operated at a strong level as they worked to clear market back orders caused by component supply constraints, including semiconductor shortages. - FY2024-Q2RestatedAnnual report
「Production at automakers is operating at high levels as semiconductor shortages are being resolved.」
Semiconductor shortages are gradually being resolved, and the assessment that production at automakers is operating at high levels remains unchanged. - FY2024-Q1ReframedAnnual report
「In the automotive industry, production at automakers remained at high levels as semiconductor shortages were resolved.」
The assessment has changed from the previous description that production recovery was limited by semiconductor shortages and supply-chain constraints to one that production at automakers is operating at high levels as supply shortages have been resolved. - FY2023ReframedAnnual report
「Although automotive production showed some recovery, difficult conditions continued, including production fluctuations at automakers due to semiconductor shortages and supply-chain disruptions, as well as higher raw material and energy prices.」
Although automotive production showed some recovery, semiconductor shortages, supply-chain disruptions, production fluctuations and higher raw material and energy prices continue to create difficult conditions. - FY2023-Q2ReframedAnnual 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.」
The assessment has shifted from a broad description of recovery and strength in the automotive market to an uncertain outlook in which conditions diverge by region and company due to semiconductor shortages, production fluctuations and other factors. - FY2022-Q3ReframedAnnual report
「During the nine-month period ended the third quarter, the recovery in automotive production remained limited due to semiconductor shortages, logistics disruptions and the impact of COVID-19, among other factors.」
The description has changed from production cuts in the previous quarter to a limited recovery in automotive production, indicating that although the recovery phase is beginning, supply constraints remain. - FY2022-Q2WorsenedAnnual report
「During the six-month period ended the second quarter, the automotive industry reduced production due to semiconductor shortages, logistics disruptions and the prolonged impact of COVID-19.」
Automotive production has deteriorated from the previous quarter's concerns about supplies and supply-chain uncertainty to actual production cuts caused by semiconductor shortages and logistics disruptions. - FY2022-Q1WorsenedAnnual 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.」
Although the automotive market had been showing signs of recovery, concerns about semiconductor supplies and an unstable supply chain have affected recent automotive production, making uncertainty about the outlook evident. - FY2021-Q3ReframedAnnual report
「Automotive production and sales had remained sluggish due to the spread of COVID-19, but some signs of a recovery have recently emerged and the market is trending toward recovery.」
While continuing to indicate sluggish production and sales, the disclosure has changed from the previous description of a partial recovery to a trend toward recovery. - FY2021-Q2RestatedAnnual report
「The automotive market was also affected by the spread of COVID-19, with global vehicle production and sales declining substantially from the previous fiscal year. Although some signs of a recovery have emerged recently, conditions remain unstable, and the impact of infectious diseases and economic conditions in each country must continue to be closely monitored.」
The assessment that global vehicle production and sales declined substantially year on year remains unchanged. Although there has been some recent recovery, conditions remain unstable. - FY2021-Q1WorsenedAnnual report
「The automotive market was also significantly affected by the spread of COVID-19, with vehicle production and sales declining substantially from the previous fiscal year.」
The assessment of global automotive production and sales has changed from being generally strong to a substantial decline from the previous fiscal year due to the impact of COVID-19. - FY2020WorsenedAnnual report
「Amid a once-in-a-century period of major transformation in the automotive industry, global economic instability caused vehicle sales to decline slightly from the previous fiscal year.」
The assessment of global vehicle sales has changed from being generally strong to a slight year-on-year decline due to the impact of global economic instability. - FY2020-Q1RestatedAnnual report
「In the automotive industry, global vehicle production remained generally strong.」
The assessment that global automotive production is generally strong remains unchanged. - FY2019RestatedAnnual report
「In the automotive industry, global vehicle production remained generally strong.」
While expressing concern about factors including slower growth in the Chinese economy, the assessment that global automotive production is generally strong remains unchanged. - FY2019-Q3ReframedAnnual report
「The automotive market remained generally strong overall, although China recorded its first decline since 1990.」
While the overall automotive market is described as strong, the disclosure newly specifies the first decline in the Chinese market since 1990 as a particular negative factor. - FY2019-Q2RestatedAnnual report
「Automotive production as a whole remained strong.」
The assessment that total automotive production is strong remains unchanged. - FY2019-Q1RestatedAnnual report
「Automotive production as a whole remained strong.」
The assessment that global automotive production is strong remains unchanged. - FY2018RestatedAnnual report
「In the automotive industry, global vehicle production remained generally strong.」
The assessment that global vehicle production is generally strong remains unchanged for the full fiscal year. - FY2018-Q3RestatedAnnual report
「In the automotive industry, global vehicle sales remained strong.」
The assessment that global vehicle sales are strong remains unchanged. - FY2018-Q2RestatedAnnual report
「In the automotive industry, global vehicle sales remained generally strong.」
The assessment that global vehicle sales are generally strong remains unchanged. - FY2018-Q1RestatedAnnual report
「In the automotive industry, global vehicle sales remained generally strong.」
The assessment that global vehicle sales are generally strong remains unchanged. - FY2017RestatedAnnual report
「In the automotive industry, global vehicle sales remained relatively strong.」
The assessment that global vehicle sales are relatively strong remains unchanged. - FY2017-Q3RestatedAnnual report
「In the automotive industry, the Japanese market declined, while overseas markets generally remained firm.」
The assessment that overseas automotive markets are generally strong, in contrast to the Japanese market, remains unchanged. - FY2017-Q2RestatedAnnual report
「In the automotive industry, the Japanese market declined, while overseas markets generally remained firm.」
The assessment that overseas automotive markets are generally strong, in contrast to the Japanese market, remains unchanged. - FY2017-Q1First statedAnnual report
「In the automotive industry, the Japanese market declined due in part to the impact of the Kumamoto earthquake, while overseas markets generally remained firm.」
The overseas markets are described as strong in comparison with the Japanese market.