Impact of the Semiconductor Shortage on Automobile Production
First written in FY2021. 3 of 11 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2025.
Fuji Oozx 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: 9 of 30 companies on the "Worse" side.
56 other companies' latest entry also says "Mitigated".
- FY2025MitigatedAnnual report
「Although production adjustments resulting from the semiconductor shortage and the certification misconduct issue have been resolved, concerns remain that the outlook will continue to be uncertain due to surging energy and raw material prices, unstable conditions overseas and in foreign exchange markets, and the effects of U.S. automotive tariffs.」
The semiconductor shortage-related production adjustments were described as having been resolved, and the immediate impact of supply constraints on automobile production shifted toward mitigation. - FY2024-Q3MitigatedAnnual report
「Production adjustments caused by the prolonged semiconductor shortage have been recovering, and new-vehicle sales in North America, China and Japan were all higher than in the same period of the previous year.」
Production adjustments caused by the prolonged semiconductor shortage have recovered, and new-vehicle sales in North America, China and Japan exceeded the year-earlier period. The immediate impact of supply constraints is moving toward mitigation. - FY2024-Q1MitigatedAnnual report
「Signs of recovery have begun to emerge in production adjustments caused by the prolonged semiconductor shortage and other shortages of parts procurement, and new-vehicle sales in North America, China and Japan were higher than in the same period of the previous year.」
Signs of recovery have emerged in production adjustments caused by the prolonged semiconductor shortage and other factors, and new-vehicle sales in North America, China and Japan exceeded the year-earlier period. The immediate impact of supply-constraint risk has shifted toward mitigation. - FY2023RestatedAnnual report
「The automotive industry in which the Group operates continues to make production adjustments due to shortages of parts procurement, particularly semiconductors, and production remains affected by rising raw-material and energy prices.」
The impact on production of shortages of parts procurement, particularly semiconductors, automakers' production adjustments, and rising raw-material and energy prices continues. - FY2023-Q3WorsenedAnnual report
「Production adjustments caused by shortages of parts procurement, particularly semiconductors, continue, and production remains affected by substantial production adjustments resulting from store closures amid the spread of COVID-19 in China.」
In addition to production adjustments caused by shortages of parts procurement, particularly semiconductors, substantial production adjustments resulting from the spread of COVID-19 in China and dealership closures were specified, indicating that supply constraints on automobile production are widening. - FY2023-Q2RestatedAnnual report
「The automotive industry in which the Group operates continues to face shortages of parts procurement, particularly semiconductors.」
Shortages of parts procurement, particularly semiconductors, have continued. The impact of automakers' production cuts and sales remains, but no new worsening factors from the previous quarter were disclosed. - FY2023-Q1WorsenedAnnual report
「In the automotive industry in which our group operates, the impact of production cuts by automakers continued because of parts procurement shortages caused by the semiconductor shortage and the lockdown in Shanghai, China, among other factors. New-vehicle sales in North America, China and Japan were therefore below the year-earlier level.」
Shortages of parts procurement caused by the global semiconductor shortage and lockdowns in Shanghai, China, among other factors, were specified, with continued automaker production cuts and declines in new-vehicle sales in North America, China and Japan described. - FY2022-Q3RestatedAnnual report
「The automotive industry in which the Group operates continues to be affected by the spread of COVID-19, but the impact of production cuts by manufacturers due to the global semiconductor shortage and shortages of procured parts resulting from the spread of COVID-19 in Southeast Asia continues to be even more pronounced.」
The impact of automakers' production cuts due to the global semiconductor shortage and shortages of procured parts resulting from the spread of COVID-19 in Southeast Asia has continued from the previous quarter. - FY2022-Q2WorsenedAnnual report
「The automotive industry in which the Group operates continues to be affected by the spread of COVID-19, but the impact of production cuts by manufacturers has been even more pronounced because of the global semiconductor shortage and shortages of procured parts resulting from the spread of COVID-19 in Southeast Asia.」
In addition to the production-cut impact of the semiconductor shortage, shortages of procured parts resulting from the spread of COVID-19 in Southeast Asia were newly specified, with the impact of automakers' production cuts described as becoming more pronounced. - FY2022-Q1MaterialisedAnnual report
「The automotive industry in which the Group operates continues to be affected worldwide by the spread of COVID-19, but the impact of production cuts caused by the semiconductor shortage has been even more pronounced among manufacturers.」
Automakers' production cuts due to the semiconductor shortage had a significant impact. Although sales increased year on year, they were lower than in the second half of the previous fiscal year. - FY2021First statedAnnual report
「Although the impact of the COVID-19 pandemic on orders from the automotive sector, the Group's main source of demand, has been diminishing, production is being affected by the semiconductor shortage. The uncertain operating environment, including downside risks, is expected to continue.」
The impact of the semiconductor shortage on automobile production was added as a new operating-environment risk for FY2021, as an issue whose effects had already emerged.