Komori
Citizen Watch (7762) · RiskRestated

Concerns Regarding the Automotive Parts Business Due to the Global Semiconductor Shortage

First written in FY2022-Q1. 3 of 9 entries say "Restated". Latest entry: FY2024-Q3.

9entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q1 – FY2022-Q3MaterialisedFY2023-Q1 – FY20232021: 220212022: 320222023: 320232024: 12024
Same theme, other companies
Customer production adjustments due to semiconductor shortagesA theme 113 companies write about · 112 as a headwind · 2 as a tailwind

Citizen Watch moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).

The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.

21 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3RestatedAnnual report

    「Automotive parts within the precision components business recorded higher sales as the shortage of parts associated with the semiconductor shortage eased and automakers' production recovered.」

    Higher sales of automotive parts continued as the shortage of parts associated with the semiconductor shortage eased and automakers' production recovered, reaffirming the reduced impact of the risk.
  2. FY2024-Q2MitigatedAnnual report

    「Automotive parts within the precision components business recorded higher sales as the shortage of parts associated with the semiconductor shortage eased and automakers' production recovered.」

    Automotive parts recorded higher sales as the shortage of parts eased and automakers' production recovered, reducing the impact of the semiconductor shortage.
  3. FY2023MaterialisedAnnual report

    「Automotive parts within the precision components business recorded lower sales after being affected by automakers reducing production because of the semiconductor shortage.」

    The impact of automakers reducing production because of the semiconductor shortage continued to appear in actual results as lower sales of automotive parts.
  4. FY2023-Q3WorsenedAnnual report

    「Automotive parts within the precision components business recorded lower sales after being affected by automakers reducing production because of the semiconductor shortage, while demand for crystal devices, which had remained strong, showed signs of a pause in some areas.」

    The impact of automakers reducing production because of the semiconductor shortage continued to materialize in the form of lower sales of automotive parts, while demand for crystal devices also showed signs of a pause.
  5. FY2023-Q2MaterialisedAnnual report

    「Automotive parts within the precision components business recorded lower sales after being affected by automakers reducing production as a result of the semiconductor shortage.」

    The impact of automakers reducing production because of the semiconductor shortage continued to materialize in the form of lower sales of automotive parts.
  6. FY2023-Q1MaterialisedAnnual report

    「Automotive parts within the precision components business recorded lower sales after being affected by automakers reducing production as a result of the semiconductor shortage.」

    The impact of automakers reducing production because of the semiconductor shortage materialized in the form of lower sales of automotive parts, indicating that the supply shortage risk had emerged.
  7. FY2022-Q3RestatedAnnual report

    「Automotive parts within the precision-machined components business were affected by automakers reducing production because of the global semiconductor shortage and faced challenging conditions recently, but secured higher sales.」

    While the company continues to identify concerns over and the impact of automakers reducing production because of the semiconductor shortage, automotive parts secured higher sales.
  8. FY2022-Q2RestatedAnnual report

    「Precision-machined components recorded higher sales, supported by solid demand, despite concerns including the possibility that automakers would be forced to reduce production because of the global semiconductor shortage affecting automotive parts.」

    While the company continues to identify concerns over automakers reducing production because of the semiconductor shortage, automotive parts recorded higher sales on the back of solid demand.
  9. FY2022-Q1First statedAnnual report

    「Precision-machined components remained solid in both the brake-related and engine-related businesses, despite concerns including the possibility that automakers would be forced to reduce production because of the global semiconductor shortage affecting automotive parts.」

    For the first time, the company identified the possibility of automakers being forced to reduce production due to the global semiconductor shortage as a concern for the automotive parts business.
Moved together

"Profit-Focused Sales Strategy for the Device Business" moved the same way as this thread, in the same document, in 5 of its 9 moves.

544332★123456
  1. ★This thread
  2. 1Profit-Focused Sales Strategy for the Device Business5×
  3. 2Dependence on Overseas Sales and Regional Economic and Political Conditions4×
  4. 3Impairment loss due to deteriorating profitability4×
  5. 4Top Market Share in Automatic Lathes and Establishment of a New Manufacturing Company3×
  6. 5Restructuring the Movement Business and Establishing a Profit Base3×
  7. 6Expansion of the Small Precision Components Business in Global Niche Markets2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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