Automakers' Production Adjustments Due to the Global Semiconductor Shortage
First written in FY2022-Q1. 4 of 10 entries say "Mitigated", first in FY2023-Q2. Latest entry: FY2024-Q3.
O-Well 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 28 companies on the "Worse" side.
21 other companies' latest entry also says "Restated".
- FY2024-Q3RestatedAnnual report
「In the automotive industry, our primary customer industry, automobile production remained on a recovery trend as the semiconductor shortage eased.」
The Group continues to report the easing of the semiconductor shortage and the recovery trend in automobile production. - FY2024-Q2MitigatedAnnual report
「In the automotive industry, our primary customer industry, automobile production remained on a recovery trend as the semiconductor shortage eased.」
The Group states that the semiconductor shortage has eased and automobile production is trending toward recovery. - FY2024-Q1MitigatedAnnual report
「In the automotive industry, our primary customer industry, automobile production remained on a recovery trend as the semiconductor shortage eased.」
The Group states that the semiconductor shortage has eased and automobile production is trending toward recovery. - FY2023MitigatedAnnual report
「Although the fiscal year was marked by an uncertain outlook due to difficulties procuring semiconductors and other components, production across industries, including that of our primary customers, automakers, remained solid compared with the previous fiscal year.」
Although difficulties procuring semiconductors and other components continued, production across industries was described as remaining solid year on year, indicating an improvement in the impact. - FY2023-Q3RestatedAnnual report
「Production volumes at our primary customers, automakers, declined from the initial plan due to difficulties procuring semiconductors and other components」
Although difficulties procuring semiconductors and other components continued to weigh on automakers' production against the initial plan, some manufacturers reported higher production year on year. - FY2023-Q2MitigatedAnnual report
「Difficulties procuring semiconductor components and other factors that had significantly affected production activity in manufacturing, particularly the automotive industry, were moving toward resolution, and the economy showed signs of a gradual recovery.」
Although difficulties procuring semiconductor components continued to affect the business environment, they were described as moving toward resolution, indicating an improvement in the development of the risk compared with previously. - FY2022WorsenedAnnual report
「In addition, disruptions to global supply chains caused by the global semiconductor supply shortage and the resurgence of COVID-19 resulted in production adjustments at automakers, including temporary suspensions of operations at some plants.」
Supply chain disruption caused by the semiconductor shortage and the resurgence of infectious diseases has continued to result in plant shutdowns and production adjustments at automakers. - FY2022-Q3WorsenedAnnual report
「In addition, disruptions to global supply chains caused by the global semiconductor supply shortage and the resurgence of COVID-19 resulted in production adjustments at automakers, including temporary suspensions of operations at some plants.」
In addition to the semiconductor shortage, disruption to global supply chains caused by the resurgence of infectious diseases and its impact on component procurement have continued to result in plant shutdowns and production adjustments at automakers. - FY2022-Q2WorsenedAnnual report
「In addition, production adjustments at automakers, including temporary suspension of operations at some plants, occurred because the global semiconductor shortage and the resurgence of COVID-19 in Southeast Asia made it difficult to procure parts.」
In addition to the global semiconductor shortage, difficulties procuring components caused by the resurgence of infectious diseases in Southeast Asia arose, with the impact materializing as plant shutdowns and production adjustments at automakers. - FY2022-Q1First statedAnnual report
「In addition, due to the global semiconductor shortage, automakers made production adjustments, including temporarily suspending operations at some plants.」
The global semiconductor shortage actually resulted in temporary plant shutdowns and production adjustments at some automakers, and is described as a new business-environment risk.