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Zero (9028) · RiskMitigated

Production Cuts Due to Shortages of Semiconductors and Automotive Parts

First written in FY2021. 3 of 8 entries say "Materialised", first in FY2022-Q1. Latest entry: FY2024-Q1.

8entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2022-Q1 – FY2022-Q3MitigatedFY2023-Q1RestatedFY2023-Q32021: 220212022: 320222023: 32023
Same theme, other companies
Customer production adjustments due to semiconductor shortagesA theme 113 companies write about · 112 as a headwind · 2 as a tailwind

Zero 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.

55 other companies' latest entry also says "Mitigated".

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-Q1MitigatedAnnual report

    「The recovery trend became more pronounced during the first quarter of the current consolidated fiscal year as automakers expanded shipments for the domestic market following the resolution of semiconductor shortages.」

    The impact of the supply shortage and production cuts that had continued through the previous year eased as semiconductor shortages were resolved and automakers expanded domestic shipments.
  2. FY2023MitigatedAnnual report

    「During the fiscal year, the Japanese economy recovered moderately as the impact of supply constraints on semiconductors and other items and COVID-19 eased, despite the impact of higher resource prices.」

    The company stated that the supply shortage and production-cut risks that had continued through the previous year eased as the impact of supply constraints on semiconductors and other products diminished.
  3. FY2023-Q3RestatedAnnual report

    「During the first 3 quarters of the fiscal year, the Japanese economy recovered moderately as the impact of supply constraints on semiconductors and other items and COVID-19 eased, despite the impact of higher resource prices.」

    The company stated that new-vehicle sales in Japan’s domestic automobile market also recovered as the impact of supply constraints on semiconductors and other products eased.
  4. FY2023-Q1MitigatedAnnual report

    「During the first quarter of the current consolidated fiscal year, the Japanese economy recovered moderately as the impact of supply constraints on semiconductors and other products eased and efforts to contain COVID-19 while maintaining economic activity progressed.」

    The impact of supply constraints on semiconductors and other products is considered to have eased, temporarily mitigating the supply shortage and production-cut risks that had continued from the previous year. At the same time, domestic production was described as remaining at a low level compared with 2 years earlier.
  5. FY2022-Q3MaterialisedAnnual report

    「The company was significantly affected by reduced automobile production due to shortages of automobile parts resulting from semiconductor shortages and the resurgence of COVID-19 in Southeast Asia.」

    The shortage of automotive parts caused by semiconductor shortages and the resurgence of infectious diseases in Southeast Asia continued, appearing in actual results as new-vehicle sales declining to 83.3%, used-vehicle registrations declining to 91.8%, and lower revenue and profit in domestic automotive-related businesses.
  6. FY2022-Q2MaterialisedAnnual report

    「In Japan’s automobile market, total new-vehicle sales fell sharply to 83.0% of the same cumulative period of the previous fiscal year (hereinafter, the “same period of the previous fiscal year”), according to statistics from the Japan Automobile Manufacturers Association. The market was significantly affected by reduced automobile production resulting from shortages of automotive parts caused by semiconductor shortages and the resurgence of COVID-19 in Southeast Asia.」

    The shortage of automotive parts caused by semiconductor shortages and the resurgence of infectious diseases in Southeast Asia continued, appearing in actual results as new-vehicle sales declining to 83.0%, used-vehicle registrations declining to 92.0%, and lower revenue and profit in domestic automotive-related businesses.
  7. FY2022-Q1MaterialisedAnnual report

    「The company was significantly affected by reduced automobile production due to shortages of automobile parts resulting from semiconductor shortages and the resurgence of COVID-19 in Southeast Asia.」

    The continuing shortage of automotive parts resulting from semiconductor shortages and the resurgence of infectious diseases in Southeast Asia affected actual operating results, appearing as a decline in domestic new-vehicle sales and losses in the China vehicle transportation business.
  8. FY2021First statedAnnual report

    「This year, the company was significantly affected by reduced automobile production resulting from shortages of automotive parts caused by semiconductor shortages and the resurgence of COVID-19 in Southeast Asia.」

    The company identified shortages of automotive parts caused by semiconductor shortages and the resurgence of infectious diseases in Southeast Asia as new factors behind production cuts, and stated that the automobile market was actually affected during the fiscal year.
Moved together

"Sales Dependence on Nissan Motor Group" moved the same way as this thread, in the same document, in 5 of its 8 moves.

543333★123456
  1. ★This thread
  2. 1Sales Dependence on Nissan Motor Group5×
  3. 2Impact of COVID-19 on business activities and earnings4×
  4. 3Expansion of the Domestic Vehicle Transportation Platform and Ancillary Transportation Businesses3×
  5. 4Development and Supply of Hospitality Talent3×
  6. 5Contraction in Domestic Automotive Demand and New-Vehicle Sales Volumes3×
  7. 6Medium- to long-term increases in fuel prices3×

★ 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.

When this could move next
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Production Cuts Due to Shortages of Semiconductors and Automotive Parts | ZERO CO.,LTD. (9028) | Komori