Dependence on automakers’ sales trends
First written in FY2017. 9 of 22 entries say "Worsened", first in FY2021-Q2. Latest entry: 2026-08-07.
The whole theme swung hardest in 2020: 29 of 92 companies on the "Worse" side.
- 2026-08-07RestatedEarnings
「Production volumes in the automotive industry in which our group operates are expected to remain challenging, due to the impact of production cuts by Japanese, US and European OEMs in China, which have continued since last year, and the impact of US tariffs, among other factors.」
The challenging environment dependent on automakers’ production trends was reconfirmed, due to production cuts by Japanese, US and European OEMs in China and the impact of US tariffs. - FY2026WorsenedAnnual report
「Production volumes in the automotive industry in which our group operates have remained challenging due to the impact of production cuts by Japanese, US and European OEMs in China since the previous fiscal year, as well as the impact of US tariffs, among other factors.」
Dependence on automakers' production trends has been reflected in continued production cuts by Japanese, US and European OEMs in China and the impact of US tariffs, and challenging conditions continue. - FY2026-H1WorsenedAnnual report
「Production volumes in the automotive industry related to our Group remain under pressure due to the impact of production cuts by Japanese, US and European OEMs in China since last year and the impact of US tariffs, among other factors.」
Dependence on automakers' production trends has been reflected in a challenging production environment resulting from continued production cuts by Japanese, US and European OEMs in China and the impact of US tariffs. - FY2025RestatedAnnual report
「Although production volumes in the automotive industry related to our Group entered a recovery trend, production cuts by Japanese OEMs in response to the shift to battery electric vehicles (BEVs) in China and other markets continue to have an impact, and challenging conditions are expected to persist.」
Regarding dependence on automakers' production and sales trends, it was reconfirmed that overall production is on a recovery trend, while production cuts by Japanese OEMs due to the shift to BEVs in China and other markets continue. - FY2025-H1WorsenedAnnual report
「Production volumes in the automotive industry related to our Group are expected to remain under pressure, as production cuts by Japanese OEMs in response to the shift to BEVs in China and other markets continue to have an impact.」
Dependence on automakers' production and sales trends has been reflected in production cuts by Japanese OEMs accompanying the shift to BEVs in China and other markets, and the outlook indicates that challenging conditions will continue. - FY2024WorsenedAnnual report
「Although production volumes in the automotive industry related to our Group entered a recovery trend due to improvements in semiconductor supply and other factors, sales volumes of Japanese automakers in China and Asia have declined significantly as Chinese automakers rapidly expand sales of new energy vehicles (NEVs), also affecting production volumes.」
While overall automotive production entered a recovery trend, sales and production by Japanese customers in China and Asia declined significantly as Chinese manufacturers expanded NEV sales. - FY2024-Q3Recovery in production coexisting with declining sales by Japanese automakers due to NEV competition in ChinaAnnual report
「Although the automotive industry related to our Group is generally moving toward a production recovery due to improvements in semiconductor supply and other factors, the operating environment remains challenging, particularly in the Chinese market, where sales volumes of Japanese automakers have declined significantly as Chinese automakers rapidly expand sales of new energy vehicles (NEVs).」
While automotive production overall is generally moving toward recovery due to improvements in semiconductor supply and other factors, sales volumes of Japanese automakers in China have declined significantly as Chinese manufacturers rapidly expand NEV sales. - FY2024-Q2Recovery in production coexisting with declining sales by Japanese automakers in ChinaAnnual report
「Production volumes in the automotive industry related to our Group entered a recovery trend due to improvements in semiconductor supply and other factors, but in China, sales volumes of Japanese automakers declined significantly as Chinese automakers rapidly expanded sales of EVs.」
While the recovery trend in automotive production due to improved semiconductor supply was indicated, sales volumes of Japanese automakers declined significantly in China as Chinese automakers expanded EV sales. - FY2024-Q1MitigatedAnnual report
「Production volumes in the automotive industry related to our Group are on a recovery trend due to improvements in semiconductor supply and other factors.」
Regarding dependence on production trends at automakers and other customers, it was stated that production volumes had entered a recovery trend due to improvements in semiconductor supply. - FY2023Recovery in production coexisting with semiconductor constraintsAnnual report
「Production volumes in the automotive industry related to our Group are on a gradual recovery trend, but the effects of the semiconductor shortage and other factors continue, leaving the outlook uncertain.」
Automotive production shifted to a gradual recovery trend, while supply constraints due to the semiconductor shortage and other factors continued. - FY2023-Q3Recovery in automotive production coexisting with supply constraintsAnnual report
「In the automotive industry related to our Group, production volumes temporarily declined due to the effects of the semiconductor shortage, lockdowns in China and other factors, but are now on a gradual recovery trend. However, the effects of the semiconductor shortage and other factors continue, and the situation remains uncertain.」
Production in the automotive industry, including customers, began to recover gradually after a temporary decline, but production constraints due to the semiconductor shortage and other factors continue. - FY2023-Q2RestatedAnnual report
「In the automotive industry related to our Group, production volumes have not recovered due to the effects of the semiconductor shortage, lockdowns in China and other factors, and the situation remains uncertain.」
Regarding dependence on production trends at our automaker customers, the situation in which production has yet to recover due to the semiconductor shortage, lockdowns in China and other factors has been reconfirmed. - FY2023-Q1WorsenedAnnual report
「In the automotive industry related to our Group, production volumes have yet to recover due to the continuing semiconductor shortage and the resurgence of COVID-19 infections, and the situation remains uncertain.」
Dependence on production trends at automakers and other customers continues to be reflected in the failure of production volumes to recover due to the semiconductor shortage and the resurgence of infections. - FY2022-Q2RestatedAnnual report
「Demand for new vehicles is showing signs of recovery, but customers continue to adjust production due to the resurgence of COVID-19 and semiconductor supply shortages, among other factors.」
The coexistence of recovering demand for new vehicles and customer production adjustments due to the resurgence of COVID-19 and the semiconductor shortage has been reconfirmed. - FY2022-Q1Demand recovery coexists with production adjustmentsAnnual report
「In the automotive industry related to the Group's business, production and sales in Japan and Asia exceeded the levels of the same period of the previous year, when the spread of COVID-19 had a major impact on all automakers. Demand for new vehicles is recovering, but customer production adjustments continue due to the recent resurgence of COVID-19 and semiconductor supply shortages.」
Compared with the same period of the previous year, production and sales in Japan and Asia recovered, while production adjustments by customers due to the resurgence of COVID-19 and the semiconductor shortage continued. - FY2021WorsenedAnnual report
「In the automotive industry related to the Group's business, production and sales volumes in every region were below the previous year due to the impact of the spread of COVID-19. While some emerging-market countries saw volumes halved year on year, China experienced only a slight decline, resulting in substantial regional differences in market recovery.」
Dependence on the production and sales trends of automakers, the Group's customers, emerged as year-on-year declines across regions and substantial production cuts in emerging markets. - FY2021-Q3Production cuts continue; signs of recoveryAnnual report
「Under these conditions, Group revenue was affected by customer plant shutdowns and production cutbacks accompanying the spread of COVID-19, declining 32.7% year on year to ¥78,928 million.」
The decline in revenue caused by customer plant shutdowns and production cutbacks continued, and dependence on automakers' and other customers' production trends emerged as an actual decline in revenue. However, the rate of decline improved from 43.8% for the cumulative period through the previous quarter to 32.7%. - FY2021-Q2WorsenedAnnual report
「Under these conditions, Group revenue was affected by customer plant shutdowns and production cutbacks accompanying the spread of COVID-19, declining 43.8% year on year to ¥43,930 million.」
Customer plant shutdowns and production cutbacks continued, resulting in a 43.8% year-on-year decline in revenue to ¥43,930 million. Dependence on automakers' and other customers' sales and production trends emerged as a more substantial decline in revenue. - FY2021-Q1MaterialisedAnnual report
「Under these conditions, Group revenue was affected by customer plant shutdowns and production cutbacks accompanying the spread of COVID-19, declining 38.2% year on year to ¥23,981 million.」
Customer plant shutdowns and production cutbacks, including those at automakers, actually occurred, resulting in a 38.2% year-on-year decline in revenue. - FY2017First statedAnnual report
「However, the Group's business performance may be affected by the sales trends of automakers that are its customers.」
Because automakers are its main customers, the Company identifies the possibility that customers' sales trends may affect business performance as a risk.