Risk of Parts Supply Disruptions and Production Adjustments Due to a Shortage of Automotive Semiconductors
First written in FY2021. 4 of 11 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2025.
Meiwa Industry 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: 11 of 41 companies on the "Worse" side.
9 other companies' latest entry also says "Dropped".
- FY2025DroppedAnnual report
「In the automotive industry to which our group belongs, production cuts caused by certification issues had largely subsided toward the end of the fiscal year. However, high raw-material and energy prices and rising labor costs have continued, while sales by Japanese automakers in the Chinese market have also declined, leaving the outlook uncertain.」
The description of key risks and the operating environment in the annual securities report does not identify the risk of parts-supply constraints and production adjustments due to semiconductor shortages as an independent theme. The focus has shifted to certification issues, higher costs and declining sales in China, among other matters. - FY2024-Q2RestatedAnnual report
「In the automotive industry to which our group belongs, parts supply constraints caused by semiconductor shortages have eased and automotive production is recovering, but the outlook remains uncertain due to persistently high raw-material and energy prices, soaring labor costs and the delayed recovery in sales by Japanese automakers in China.」
The company continues to report an easing of parts-supply constraints caused by semiconductor shortages and a recovery trend in automotive production. However, raw-material and energy prices, labor costs and the delayed recovery in sales by Japanese manufacturers in China remain issues. - FY2024-Q1MitigatedAnnual report
「In the automotive industry to which our group belongs, parts supply constraints caused by semiconductor shortages are gradually easing and automotive production is recovering, but the outlook remains uncertain due to persistently high raw-material and energy prices and the delayed recovery in sales by Japanese automakers in China.」
Parts-supply constraints caused by semiconductor shortages have gradually eased, and automotive production has begun to recover. The risk of production adjustments due to semiconductor shortages has eased from the previous fiscal year, but high raw-material prices and the delayed recovery in sales in China remain issues. - FY2023-Q3RestatedAnnual report
「In the automotive industry to which our group belongs, disruptions to supply chains caused by China's COVID-19 policies are easing, but production adjustments due to parts shortages, including tight semiconductor supply and demand, and continued increases in raw-material, energy and transportation costs have left the outlook uncertain.」
While supply-chain disruptions caused by China's COVID-19 policies are easing, production adjustments in the automotive industry due to tight semiconductor supply and demand and parts shortages have continued. Surging raw-material, energy and transportation costs have also persisted. - FY2023-Q2RestatedAnnual report
「The automotive industry to which our group belongs remains in an uncertain environment, as production cuts caused by tight semiconductor supply and demand and parts-supply constraints due to the Shanghai lockdown and other factors, as well as surging raw-material prices and transportation costs, have continued.」
Tight semiconductor supply and demand, parts-supply constraints and production cuts caused by the Shanghai lockdown and other factors, and surging raw-material and transportation costs continue to be cited. The risk of supply constraints and production adjustments due to shortages of automotive semiconductors therefore persists. - FY2023-Q1WorsenedAnnual report
「In the automotive industry to which our group belongs, production cuts due to parts supply constraints caused by semiconductor shortages and the Shanghai lockdown have continued, as have soaring raw-material prices and transportation costs, leaving the outlook uncertain.」
As semiconductor supply shortages have continued, parts-supply constraints caused by the Shanghai lockdown have been newly identified, with the impact materializing in the form of reduced automotive production. Surging raw-material prices and transportation costs have also occurred concurrently. - FY2022WorsenedAnnual report
「In the automotive industry to which our group belongs, production has declined due to the impact of semiconductor shortages and parts supply constraints associated with the spread of infections, while rising raw-material prices and continued disruption to logistics networks have left the outlook uncertain.」
Semiconductor shortages and parts-supply constraints have continued, with the impact materializing in the form of lower automotive production. In addition, disruptions to logistics networks and rising raw-material prices have occurred concurrently, expanding the scope of the impact from supply constraints. - FY2022-Q3WorsenedAnnual report
「Production has declined due to the impact of semiconductor supply shortages and disruptions to parts supplies from Southeast Asia, among other factors. The outlook remains uncertain amid rising raw-material prices and disruptions to logistics networks.」
While semiconductor shortages and disruptions to parts supplies from Southeast Asia have continued, disruptions to logistics networks have also been explicitly cited, and the impact of supply constraints has persisted in the form of lower automotive production. - FY2022-Q2WorsenedAnnual report
「In the automotive industry to which our group belongs, production has declined due to semiconductor shortages and disruptions in parts supplies from Southeast Asia, while rising raw-material prices and logistics costs have left the outlook uncertain.」
In addition to the continuing semiconductor supply shortage, disruptions to parts supplies from Southeast Asia have emerged, and the impact has materialized in the form of lower automotive production. The scope of the supply constraints has expanded. - FY2022-Q1MaterialisedAnnual report
「In the automotive industry to which our group belongs, demand is generally recovering, but concerns over parts supplies caused by the global semiconductor shortage and the renewed spread of infections are constraining the recovery in production.」
The global shortage of semiconductor supplies has continued, constraining the recovery in production along with concerns over parts supplies due to the renewed spread of infections. Risks involving supply constraints and production adjustments due to semiconductor shortages have also materialized during the quarter. - FY2021First statedAnnual report
「Production adjustments due to semiconductor shortages, earthquakes and other factors occurred toward the end of the fiscal year, and sales amounted to ¥18,311 million, down 18.1% from the previous consolidated fiscal year.」
The shortage of automotive semiconductors was identified independently for the first time as a new parts-supply concern accompanying the rapid recovery in automotive production. Production adjustments due to semiconductor shortages actually occurred toward the end of the fiscal year, and full-year sales fell 18.1% year on year.