Risk of a Decline in Finished-Vehicle Volumes Handled Due to Shortages of Semiconductors and Components
First written in FY2022-Q3. 2 of 7 entries say "Mitigated", first in FY2024-Q2. Latest entry: FY2025-H1.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
55 other companies' latest entry also says "Mitigated".
- FY2025-H1MitigatedAnnual report
「During the current interim consolidated accounting period, the Japanese economy entered a recovery trend, particularly in the automotive industry, supported by the resumption of automobile production and signs that semiconductor demand had bottomed out.」
The automotive industry entered a recovery trend as automobile production resumed and semiconductor demand appeared to have bottomed out. The impact of lower finished vehicle volumes handled due to shortages of semiconductors and parts that emerged in the previous period was easing. - FY2024-Q2MitigatedAnnual report
「During the cumulative second quarter of the current fiscal year, the Japanese economy entered a moderate recovery trend, particularly in the automotive industry, as shortages of raw materials, including semiconductors, began to ease. In the port transportation business, volumes of import/export containers and finished vehicles handled at Yokkaichi Port increased for both export and domestic shipments, while volumes of coal, petroleum coke and raw materials declined compared with the same period of the previous year.」
Shortages of semiconductors, parts and other items were said to be easing, and the automotive industry entered a recovery trend. At Yokkaichi Port, volumes of finished vehicles handled increased for both export and domestic shipments, indicating that the impact of the supply shortages that emerged in the previous period had eased. - FY2023Finished vehicle volumes handled increased domestically but declined for exportsAnnual report
「At Yokkaichi Port, domestic volumes of finished vehicles handled increased, while export volumes declined, resulting in an overall decrease.」
For finished vehicles, whose volumes declined in the previous period due to shortages of semiconductors and parts, domestic volumes handled increased in the current period while export volumes declined, resulting in an overall decrease. - FY2023-Q3Finished vehicle volumes handled increased domestically but declined for exportsAnnual report
「In the port transportation business, volumes of domestic finished vehicles, raw materials and biomass fuels handled at Yokkaichi Port increased, while volumes of coal and petroleum coke, finished vehicles for export and marine containers declined compared with the same period of the previous year.」
For finished vehicles, which had previously been discussed in relation to supply shortages, domestic volumes handled increased this quarter while export volumes declined. The current disclosure does not explicitly link this to shortages of semiconductors and parts. - FY2023-Q2Volumes of finished vehicles handled increasedAnnual report
「In the port transportation business, volumes of coal and raw materials handled at Yokkaichi Port declined, while volumes of marine containers and finished vehicles increased for both export and domestic shipments compared with the same period of the previous year.」
For finished vehicles, whose volumes had declined in the previous period due to shortages of semiconductors and parts, volumes handled increased year on year for both export and domestic shipments during the cumulative second quarter of the current fiscal year. - FY2022MaterialisedAnnual report
「In the port transportation business, volumes of finished vehicles handled at Yokkaichi Port declined due to shortages of semiconductors and parts, among other factors, while volumes of marine containers, raw materials, coal and petroleum coke increased compared with the same period of the previous year.」
A decline in finished vehicle volumes handled due to shortages of semiconductors and parts was observed throughout the fiscal year. Meanwhile, volumes of marine containers and other cargo increased. - FY2022-Q3First statedAnnual report
「In the port transportation business, volumes of finished vehicles handled at Yokkaichi Port decreased for both export and domestic shipments due to shortages of semiconductors and parts, among other factors. However, volumes of marine containers, raw materials, coal and petroleum coke increased compared with the same period of the previous year.」
The company newly stated that export and domestic volumes of finished vehicles handled at Yokkaichi Port actually declined due to shortages of semiconductors and parts.