Impact of semiconductor and component shortages on customer production
First written in FY2022-Q1. 5 of 10 entries say "Mitigated", first in FY2023-Q2. Latest entry: FY2024.
The whole theme swung hardest in 2025: 11 of 38 companies on the "Worse" side.
65 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「At the Industrial Machinery Sales Division, customer vehicle manufacturers in many of the countries and regions where it operates recovered production activity that had stalled due to shortages of semiconductors and other components and continued to perform well, although a backlash is beginning to emerge.」
The disclosure stated that customer production, which had stalled due to shortages of semiconductors and other components, had recovered, mitigating the previous impact of production cuts caused by supply shortages. It also indicated that a backlash was emerging. - FY2024-Q3MitigatedAnnual report
「The Industrial Machinery Sales Division continued stable production as component procurement improved at its major customer construction equipment, agricultural equipment and industrial vehicle manufacturers and the accumulated order backlog was cleared.」
The impact on customer production from semiconductor and component shortages was mitigated in the industrial machinery business as component procurement improved and the accumulated order backlog was cleared. - FY2024-Q2MitigatedAnnual report
「At the Industrial Machinery Sales Division, major customer construction equipment, agricultural equipment and industrial vehicle manufacturers have continued increasing production to clear the order backlog accumulated since last year, alongside improvements in component procurement.」
Customer manufacturers have continued increasing production as component procurement improves, and the previous impact of production cuts caused by semiconductor and component shortages has eased in the industrial machinery business. - FY2024-Q1MitigatedAnnual report
「Production by the major customer construction equipment, agricultural equipment and industrial vehicle manufacturers has been recovering as component procurement improves, and increased production has also been driven by the order backlog accumulated since last year.」
As component procurement improved, customer manufacturers' production began to recover, and the impact of production cuts caused by the previous semiconductor and component shortages was partially mitigated in the Industrial Machinery Sales Division. - FY2023-Q3RestatedAnnual report
「Although production by customer construction equipment, agricultural equipment and industrial vehicle manufacturers remains unstable due to difficulties procuring semiconductors, particularly engine semiconductors, higher prices for vehicle components caused by surging energy, resource and logistics costs, and higher vehicle prices, customer production is gradually recovering against a backdrop of the order backlog accumulated since last year.」
The situation in which difficulties procuring components, including engine semiconductors, have made customer production unstable has continued. The disclosure also noted that customer production was gradually recovering against a backdrop of the order backlog. - FY2023-Q2MitigatedAnnual report
「As global shortages of semiconductors and other components have gradually eased, customer industrial vehicle manufacturers have yet to achieve a full production recovery, but are working to recover from production cuts.」
Shortages of semiconductors and other components gradually eased. However, customer manufacturers have not yet achieved a full production recovery. - FY2023-Q1RestatedAnnual report
「Although the construction and agricultural vehicle markets, particularly in Europe and the United States, have turned strong since last year, production cuts by construction and agricultural vehicle manufacturers and industrial vehicle engine manufacturers have continued due to global shortages of semiconductors and other components.」
While the European and US markets have turned strong, production cuts by vehicle and engine manufacturers due to shortages of semiconductors and other components have continued. - FY2022-Q3WorsenedAnnual report
「Meanwhile, global digital transformation and the recovery in vehicle production have caused severe shortages of semiconductors and other components, increasing the risk of production cuts by customers and suppliers.」
The disclosure changed to state that shortages of semiconductors and other components were continuing and that the risk of production cuts by customers and suppliers had increased. - FY2022-Q2MaterialisedAnnual report
「Meanwhile, global digital transformation and the rapid recovery of the automotive industry have caused severe shortages of semiconductors and other components, and signs of production cuts have emerged at customer vehicle manufacturers and suppliers.」
The semiconductor and component shortages identified as a possibility in the previous quarter materialised as actual production cuts at customer vehicle manufacturers and suppliers. - FY2022-Q1First statedAnnual report
「However, component shortages, particularly the severe semiconductor shortage driven by the rapid recovery in the automotive industry, teleworking and other global digital transformation trends, may affect production by customer vehicle manufacturers and suppliers. We will continue to monitor the situation closely and consider countermeasures.」
The potential for component shortages, particularly the severe semiconductor shortage, to affect production by customer vehicle manufacturers and suppliers was identified as a new risk.