Risk of production adjustments for automotive applications due to the semiconductor shortage
First written in FY2022-Q1. 3 of 6 entries say "Restated". Latest entry: FY2024-Q2.
The whole theme swung hardest in 2025: 11 of 36 companies on the "Worse" side.
61 other companies' latest entry also says "Mitigated".
- FY2024-Q2MitigatedAnnual report
「As for the outlook, demand is expected to remain firm for automotive-related applications as the shift to EVs progresses, and for capital investment aimed at automating production. However, manufacturers have entered a phase of adjusting inventories as supply-chain disruptions are resolved, and concerns including the slowdown of the Chinese economy remain, so the outlook is expected to remain uncertain.」
The resolution of supply-chain disruptions is described, indicating that the previous risk of component shortages is easing. At the same time, manufacturers' inventory adjustments accompanying the resolution of the disruptions are identified as a new concern. - FY2023-Q2RestatedAnnual report
「Advance orders placed in consideration of the impact on production from shortages of components, including semiconductors, have also continued, and demand remained generally strong.」
It reconfirms that shortages of components, including semiconductors, continue as part of the business environment, with an impact on production, and that advance orders continue to be placed. - FY2023-Q1RestatedAnnual report
「Demand remained generally strong, partly due to advance orders placed in consideration of the impact on production from shortages of components, including semiconductors.」
It reconfirms that shortages of components, including semiconductors, continue as part of the business environment, with an impact on production, and that advance orders are being placed. - FY2022-Q3RestatedAnnual report
「Demand remained generally strong, partly due to advance orders placed in consideration of the impact on production from shortages of components, including semiconductors.」
It reconfirms that shortages of components, including semiconductors, continue to be part of the business environment, with an impact on production, and that advance orders are being placed. - FY2022-Q2MaterialisedAnnual report
「Demand remained generally strong, partly due to advance orders placed in consideration of the impact on production from shortages of components, including semiconductors.」
Regarding the shortage of component supplies, including semiconductors, previously identified as a concern, it is stated that advance orders have been placed in consideration of the impact on production, indicating that the supply shortage is affecting the actual business environment. - FY2022-Q1First statedAnnual report
「Production adjustments for automotive applications due to the semiconductor shortage are also a concern, but signs of recovery have continued.」
While the recovery in demand for automotive applications is described, production adjustments due to the semiconductor shortage are identified for the first time as a concern. The text presents this as a concern and does not state that actual production adjustments have occurred.