Delayed Production Recovery in the Automotive Industry Due to the Global Semiconductor Shortage
First written in FY2022-Q1. 1 of 3 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2022-Q3.
Mitsui-Soko Holdings moved to the "Worse" side of this theme in 2021.
1 other company's latest entry also says "Worsened".
- FY2022-Q3WorsenedAnnual report
「During the third quarter, Japan's economy was moving toward normalization of economic and social activity, and the Index of Industrial Production showed signs of recovery, although concerns remained over stagnation in consumer activity due to the prolonged global semiconductor shortage, soaring fuel costs and the spread of COVID-19 variants.」
The global semiconductor shortage is considered to have become prolonged rather than being a temporary event, and the risks associated with delayed production recovery in the automotive and other industries are continuing and expanding. - FY2022-Q2MaterialisedAnnual report
「The global semiconductor shortage increased the volume of air freight services used to procure parts needed to maintain customers’ production.」
The global semiconductor shortage is actually affecting logistics operations through increased air freight for parts procurement to maintain customer production. - FY2022-Q1First statedAnnual report
「The impact of the global semiconductor shortage has delayed production recovery, particularly in the automotive industry.」
The global semiconductor shortage has materialized in the actual economic environment as delayed production recovery, particularly in the automotive industry.