Increased uncertainty in the business environment due to semiconductor supply shortages
First written in FY2021. 6 of 11 entries say "Materialised", first in FY2022-Q1. Latest entry: FY2025-H1.
F.C.C. moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
9 other companies' latest entry also says "Restated".
- FY2025-H1RestatedAnnual report
「During the interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
It states that there have been no material changes to the existing risk of a deteriorating business environment caused by the semiconductor shortage. - FY2024-Q3MitigatedAnnual report
「In the automotive industry, the impact of higher raw material prices continued, but the impact of reduced production due to semiconductor shortages eased and production entered a recovery trend.」
The impact of production cuts caused by the semiconductor shortage eased, and production began to recover. However, the impact of rising raw material prices continues. - FY2024-Q1MitigatedAnnual report
「In the automotive industry, the impact of higher raw material prices continued, but the impact of reduced production due to semiconductor shortages gradually eased and production entered a recovery trend.」
The impact of reduced production due to semiconductor shortages gradually eased and production entered a recovery trend, it states. However, the impact of higher raw material prices continues. - FY2023MaterialisedAnnual report
「In the automotive industry, production is on a recovery trend, although the effects of reduced production due to semiconductor shortages and higher raw material prices continued.」
Semiconductor shortages continued to materially affect production through reduced output during the current fiscal year. - FY2023-Q3MaterialisedAnnual report
「Although production in the automotive industry is on a recovery trend, reduced production due to semiconductor shortages and higher raw material prices continued to have an impact, in addition to reduced production resulting from lockdowns in China.」
Semiconductor shortages continued to affect production through reduced output, and reduced production due to lockdowns in China also had an impact. - FY2023-Q2MaterialisedAnnual report
「Although production in the automotive industry is on a recovery trend, reduced production due to semiconductor shortages and higher raw material prices continued to have an impact, in addition to reduced production resulting from lockdowns in China.」
Semiconductor shortages continued to materially affect production through reduced output. In addition, quantified is false and materialized is true. - FY2023-Q1WorsenedAnnual report
「In the automotive industry, reduced production due to semiconductor shortages and higher raw material prices continued to have an impact, in addition to reduced production resulting from lockdowns in China.」
Semiconductor shortages continued to be an actual business factor behind reduced production, with reduced production due to lockdowns in China also contributing. - FY2022-Q3MaterialisedAnnual report
「In the automotive industry, production of motorcycles and four-wheel vehicles recovered significantly in the first quarter compared with the same period of the previous year, when the impact of infectious diseases was substantial. However, the effects of production cuts caused by semiconductor shortages and surging raw-material prices continued.」
Semiconductor shortages continued to materially affect the automotive industry through reduced production, while motorcycle and automobile production recovered year on year. - FY2022-Q2MaterialisedAnnual report
「Although the industry was affected by the resurgence of infections and semiconductor shortages, motorcycle and automobile production recovered compared with the year-earlier period, when the impact of COVID-19 was significant.」
Semiconductor shortages continue to be described as an actual factor affecting the automotive industry and the four-wheel vehicle clutch business. Meanwhile, production recovered year on year. - FY2022-Q1MaterialisedAnnual report
「Although the industry was affected by the resurgence of infections and semiconductor shortages, motorcycle and automobile production recovered substantially compared with the year-earlier period, when the impact of COVID-19 was particularly severe.」
Semiconductor shortages are described as an actual factor affecting the automotive industry and the four-wheel vehicle clutch business. Meanwhile, production recovered substantially year on year. - FY2021First statedAnnual report
「The outlook remains uncertain, and close attention must be paid to risks including the resurgence of infections caused by variants, the resumption of city lockdowns and semiconductor shortages.」
It has for the first time explicitly identified semiconductor shortages as a future business-environment risk alongside the resurgence of infections and the resumption of city lockdowns.