Automobile Production and Customer Production Adjustments Caused by the Semiconductor Supply Shortage
First written in FY2021. 4 of 13 entries say "Restated". Latest entry: FY2024.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
54 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「Production volumes in the automotive industry related to the Group entered a recovery trend due to improved semiconductor supply and other factors, although」
Automotive production shifted to a recovery trend as semiconductor supply improved. Meanwhile, the decline in customer sales in the Chinese market remains. - FY2024-Q3RestatedAnnual 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).」
It reconfirms the coexistence of a recovery trend in automotive production due to improved semiconductor supply and other factors and declining sales by Japanese automakers as NEV sales surged in the Chinese market. - FY2024-Q2RestatedAnnual 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.」
It reconfirms that automotive industry production volumes entered a recovery trend due to improved semiconductor supply and other factors. Meanwhile, it notes a decline in sales by Japanese automakers in China. - 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.」
It states that automotive industry production volumes shifted to a recovery trend against a backdrop of improved semiconductor supply and other factors. - FY2023Recovery in production and the semiconductor shortage coexistAnnual 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 entered a gradual recovery trend, but production constraints and uncertainty caused by the semiconductor shortage and other factors have continued. - FY2023-Q3Recovery in production and the semiconductor shortage coexistAnnual 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 volumes temporarily declined due to the semiconductor shortage and lockdowns in China, while a gradual recovery trend also emerged. Constraints caused by the semiconductor shortage and other factors have continued. - FY2023-Q2RestatedAnnual report
「Production volumes have not recovered due to the impact of the semiconductor shortage, lockdowns in China and other factors, and the situation remains unpredictable.」
The situation in which automotive production volumes have failed to recover due to the semiconductor shortage, lockdowns in China and other factors has continued. - 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.」
The semiconductor shortage has continued alongside the resurgence of infections, resulting in a failure of automotive production volumes to recover. - FY2022WorsenedAnnual report
「Production volumes in the automotive industry related to the Group increased in the first half but declined in the second half due to the impact of the semiconductor shortage and other factors, resulting in full-year production at approximately the previous year's level. Although demand for new vehicles is recovering, production adjustments by customers remain ongoing due to the impact on supply chains from the situation in Ukraine and lockdowns in China.」
The decline in production in the second half due to the semiconductor shortage kept full-year production volumes at approximately the previous year's level. The impact of the situation in Ukraine and lockdowns in China on supply chains also contributed to the continuation of production adjustments by customers. - FY2022-Q3WorsenedAnnual report
「Under these conditions, the Group's sales for the cumulative period were ¥88,836 million, up 12.6% year on year, as substantial growth in the first half offset the sharp slowdown in customer production caused by the semiconductor shortage in the third quarter.」
It states that customer production slowed sharply in the third quarter because of the semiconductor shortage, indicating that the risk of production adjustments by customers has materialised as an actual slowdown. - 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.」
It states that the semiconductor shortage has continued in the form of production adjustments by customers. The recovery in demand for new vehicles and supply constraints coexist. - FY2022-Q1MaterialisedAnnual 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.」
It states that the semiconductor shortage has actually continued in the form of production adjustments by customers. Although demand for new vehicles is showing signs of recovery, supply constraints remain a limiting factor for production. - FY2021First statedAnnual report
「The global decline in automotive production caused by semiconductor shortages is expected to continue for the time being. Although demand for new vehicles is trending toward recovery, customers have recently made a series of production adjustments due to semiconductor shortages and other factors.」
The Company stated that semiconductor shortages have caused a global decline in automotive production and have manifested themselves in actual production adjustments by customers.