Automotive Production Cuts and Adjustments Due to the Semiconductor Shortage
First written in FY2022-Q1. 4 of 10 entries say "Mitigated", first in FY2024-Q1. Latest entry: FY2026-H1.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
55 other companies' latest entry also says "Mitigated".
- FY2026-H1MitigatedAnnual report
「Against this economic backdrop, sales of automotive floor mat-related products by the Group remained solid, despite the impact of inventory adjustments by some customers, supported by an increase in domestic vehicle sales volumes.」
Sales of automotive floor mats have remained firm as automotive unit sales increased, and the adverse impact on automotive production and sales that had resulted from semiconductor shortages and other factors is easing. - FY2024-Q3MitigatedAnnual report
「In the automotive industry, its main customer base, market conditions continued to improve as the domestic sales volume of new vehicles exceeded the previous year's level following the resolution of component supply shortages. Although some products were affected by inventory adjustments, sales remained steady.」
The filing reconfirms that the impact on automakers' production and sales has eased, with component supply shortages from the previous year resolved and domestic new-vehicle sales exceeding the year-earlier period. - FY2024-Q2MitigatedAnnual report
「In the automobile industry, the Company's main customer sector, market sentiment improved as domestic automobile production recovered following the easing of component supply constraints caused by the semiconductor shortage. Domestic new-vehicle sales volumes exceeded those of the same quarter of the previous year, and sales performed strongly.」
The filing states that component supply constraints resulting from semiconductor shortages have eased and domestic automotive production and new-vehicle sales have recovered. The impact of production cuts and supply constraints caused by semiconductor shortages has eased from the previous filing. - FY2024-Q1MitigatedAnnual report
「Component supply constraints resulting from semiconductor shortages in the automotive industry, our main customer, have gradually eased, domestic automotive production and sales have recovered to pre-pandemic levels, and the prolonged lead times for new vehicles are also being resolved,」
The filing states that component supply constraints resulting from semiconductor shortages have gradually eased and automotive production and sales have recovered to pre-pandemic levels. The impact of automakers' production cuts and supply constraints caused by semiconductor shortages has eased from the previous filing. - FY2023-Q3WorsenedAnnual report
「Sales declined as the automotive industry, our main customer, was affected by continuing supply constraints for certain semiconductors, supply-chain disruptions following China's lifting of its zero-COVID policy, production adjustments and other factors.」
With semiconductor supply constraints continuing, supply-chain disruptions following China's lifting of its zero-COVID policy and production adjustments were added to the situation, and their impact has actually appeared as a decline in sales of automotive floor mats. - FY2023-Q2MaterialisedAnnual report
「Overall, sales declined substantially year on year, affected by continuing supply constraints on vehicles sold by some automakers due to shortages of semiconductor components.」
Continuing shortages of semiconductor components have appeared in practice as supply constraints on vehicles sold by automakers, resulting in a substantial decline in floor-mat sales. - FY2023-Q1MaterialisedAnnual report
「The impact of prolonged shortages of components, particularly semiconductors, resulted in automakers halting or reducing factory production,」
Component shortages, particularly semiconductors, have actually led automakers to halt or reduce factory production, resulting in a substantial decline in domestic new-vehicle sales. - FY2022-Q3RestatedAnnual report
「Regarding automotive products, the effects of automakers' adjustments and suspensions of new-vehicle production due to semiconductor supply shortages and other factors continue.」
The impact of automakers adjusting or suspending new-vehicle production due to semiconductor supply shortages has continued into the third quarter. - FY2022-Q2RestatedAnnual report
「Amid concerns including the continued impact of automakers' reduced vehicle production due to semiconductor shortages」
The Company stated that the impact of automakers' production cuts and adjustments due to semiconductor shortages continued during the cumulative second quarter of the consolidated fiscal year. - FY2022-Q1First statedAnnual report
「The impact of production adjustments, including forced reductions in automakers' vehicle production due to semiconductor shortages」
For the first time, the Company stated that automakers were forced to reduce production and make production adjustments due to semiconductor shortages, affecting sales of automotive floor mats.