Automotive Production and Supply Constraints Caused by Semiconductor and Steel Shortages
First written in FY2022-Q1. 4 of 11 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2026-H1.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
54 other companies' latest entry also says "Mitigated".
- FY2026-H1MitigatedAnnual report
「Although some recovery was seen in the automotive sector as domestic production normalized, overall conditions remained sluggish.」
It states that normalization of domestic automobile production eased supply constraints caused by semiconductor shortages and other factors to some extent, with signs of a recovery. Overall, however, the sector remained sluggish. - FY2025MitigatedAnnual report
「In the automotive sector, the impact of the certification irregularities issue gradually eased, and a moderate recovery trend emerged due to factors including the start of production of new models and increased demand for sightseeing buses accompanying the recovery in inbound tourism demand.」
The impact of the certification irregularities issue gradually eased, and automotive-related demand showed a moderate recovery trend. - FY2025-H1RestatedAnnual report
「No new business or other risks arose during the six months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
It states that there have been no new developments or material changes in existing risks, including supply constraints caused by semiconductor and steel shortages. - FY2024MitigatedAnnual report
「While demand for automobile production is expected to recover gradually, construction-related demand remains sluggish due to chronic labor shortages and higher material prices.」
For automobile production, easing supply constraints and an expected recovery in demand are indicated, and constraints caused by semiconductor and steel shortages have eased to some extent. Construction demand, however, remains sluggish. - FY2024-Q1MitigatedAnnual report
「In the steel industry, demand recovered in areas including automobile production, as supply constraints eased, and the start of redevelopment projects, particularly in the Tokyo metropolitan area. However, demand varied by sector, with resource and energy prices remaining high and demand for small and medium-sized projects weakening due to labor shortages. Overall, domestic steel demand remained sluggish.」
It states that automobile production recovered as supply constraints eased, indicating that production constraints caused by semiconductor and steel shortages have eased to some extent. Overall domestic steel demand, however, is described as sluggish. - FY2023-Q3WorsenedAnnual report
「In the steel industry, domestic demand for steel, which had remained firm, has begun to show signs of weakness due to soaring raw material and fuel prices, prolonged automobile production cuts, the slowdown in the Chinese economy and sluggish investment appetite resulting from higher steel material prices.」
It states that prolonged reductions in automobile production have emerged and that signs of weakness have begun to appear in domestic steel demand, which had previously been firm. - FY2023-Q2WorsenedAnnual report
「In the steel industry, domestic demand for steel materials generally showed signs of weakness due to soaring raw material and fuel prices, prolonged delays in the supply of components, particularly semiconductors for automobiles, the rapid depreciation of the yen and the prolonged situation in Ukraine.」
Prolonged delays in the supply of components, mainly semiconductors, have continued, while weak domestic demand for steel materials is indicated alongside soaring raw material and fuel prices, a sharp depreciation of the yen and the prolonged situation in Ukraine. - FY2023-Q1WorsenedAnnual report
「In the steel industry, domestic and overseas economic conditions and demand for steel materials remained uncertain due to the prolonged delays in the supply of components, particularly semiconductors for automobiles, greenflation associated with decarbonization, soaring raw material and fuel prices, the rapid depreciation of the yen, and the prolonged situation in Ukraine.」
It states that delays in the supply of semiconductor components for automobiles and other products have been prolonged, and that risks of supply constraints and higher costs continue alongside soaring raw material and fuel prices and yen depreciation. - FY2022RestatedAnnual report
「The steel industry remained in a difficult environment as the global semiconductor shortage and supply chain disruptions centered in Southeast Asia hindered the procurement of components across various fields, while heightened concerns over supply resulting from the situation in Ukraine kept prices of steelmaking raw materials such as iron ore and coal high, further increasing the prices of raw materials and other expenses for steel tube products.」
While difficulties in procuring components due to semiconductor shortages and supply chain disruptions continued, concerns over the supply of steelmaking raw materials and persistently high prices resulting from the situation in Ukraine were added. - FY2022-Q3WorsenedAnnual report
「Demand for steel tubes remained in a difficult environment, as the global semiconductor shortage and supply chain disruptions centered in Southeast Asia hindered the procurement of components across various fields, including construction, automobiles and industrial machinery, which had previously been on a recovery trend.」
In addition to the semiconductor shortage, supply chain disruptions centered in Southeast Asia are explicitly identified. The impact has spread beyond automobiles to various fields, including construction and industrial machinery, and difficulties in procuring components have actually arisen. - FY2022-Q1First statedAnnual report
「In the automotive sector, although automobile demand is on a recovery trend, uncertain conditions, including production constraints caused by a global semiconductor shortage and shortages of steel materials, have continued.」
During the recovery in automobile demand, production constraints caused by global semiconductor and steel shortages are explicitly identified as new risks.