Komori
Kamei (8037) · RiskDropped

Decline in vehicle sales due to semiconductor shortages and production cuts

First written in FY2023-Q1. 2 of 6 entries say "Mitigated", first in FY2023. Latest entry: FY2025.

6entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2023 – FY2024-Q32022: 220222023: 220232024: 120242025: 12025
Same theme, other companies
Product Supply and Delivery Delays Caused by Supply Chain Disruptions and the Semiconductor ShortageA theme 10 companies write about · 10 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 7 of 9 companies on the "Worse" side.

0 other companies' latest entry also says "Dropped".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2025DroppedAnnual report
    In the FY2025 presentation on the automotive-related business, the decline in sales volumes caused by semiconductor shortages and production cuts was not presented as a separate issue, while improper manufacturer certification practices were cited as a new factor.
  2. FY2024-Q3MitigatedAnnual report

    「Domestic-vehicle sales in this business segment remained strong, as sales volumes increased while production volumes recovered with the easing of semiconductor shortages, partly because the company worked to strengthen its corporate sales efforts.」

    The risk of declining domestic-vehicle production and sales volumes decreased as semiconductor shortages eased.
  3. FY2023MitigatedAnnual report

    「As production volumes recovered with the easing of semiconductor shortages, vehicle sales increased and remained strong, partly because the company worked to strengthen its corporate sales efforts.」

    The risk of declining domestic-vehicle production and sales volumes decreased as semiconductor shortages eased. Meanwhile, delays in the arrival of imported vehicles caused by production cuts continue.
  4. FY2023-Q3RestatedAnnual report

    「In domestic vehicle sales, we worked to strengthen corporate sales efforts, but sales volumes declined due to production cuts caused by semiconductor shortages and other factors, resulting in somewhat challenging conditions. Imported vehicle sales also declined due to delays in the delivery of new vehicles resulting from production cuts and other factors, and remained sluggish.」

    Production cuts caused by semiconductor shortages and other factors, together with delays in the arrival of new vehicles, continued and have emerged as a decline in vehicle sales.
  5. FY2023-Q2WorsenedAnnual report

    「In domestic vehicle sales, we worked to strengthen corporate sales efforts, but sales volumes declined due to production cuts caused by semiconductor shortages and other factors, resulting in challenging conditions. Imported vehicle sales also declined due to delays in the delivery of new vehicles resulting from production cuts and other factors, and remained sluggish.」

    Production cuts caused by semiconductor shortages and other factors, together with delays in the arrival of new vehicles, continued. Sales of domestic vehicles remained in a challenging environment, while imported-vehicle sales remained sluggish.
  6. FY2023-Q1First statedAnnual report

    「In domestic vehicle sales, we worked to strengthen corporate sales efforts as consumer sentiment recovered. However, sales volumes declined due to production cuts caused by semiconductor shortages and other factors, resulting in somewhat challenging conditions. Imported vehicle sales were also challenging, as sales volumes declined due to delays in the delivery of new vehicles resulting from production cuts and other factors.」

    Production cuts caused by semiconductor shortages and delays in the arrival of new vehicles materialized as a decline in vehicle sales.
Moved together

"Impairment Risk from Market Deterioration and Weak Performance of Investee Companies" moved the same way as this thread, in the same document, in 3 of its 6 moves.

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  2. 1Impairment Risk from Market Deterioration and Weak Performance of Investee Companies3×
  3. 2Expanding the pharmacy network and strengthening home healthcare and nursing care businesses2×

★ 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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