Business Impact of the Global Semiconductor Shortage
First written in FY2021. 3 of 7 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2024-Q2.
Kimura Unity moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
9 other companies' latest entry also says "Restated".
- FY2024-Q2RestatedAnnual report
「Although the automotive industry, with which our group has close ties, began to improve as shortages of semiconductors and other components eased, challenging conditions continue, including labour shortages in Japan and sharply rising resource prices and wages.」
The shortage of semiconductors and other components is said to have begun to ease and conditions to improve, while the outlook for the automotive industry remains uncertain. - FY2024-Q1RestatedAnnual report
「Although the automotive industry, with which our group has close ties, began to improve as shortages of semiconductors and other components eased, the outlook remains uncertain, with labour shortages and rising wages in Japan and concerns over higher prices overseas due to the prolonged Russia-Ukraine conflict.」
The shortage of semiconductors and other components is said to have begun to ease and conditions to improve, while uncertainty in the automotive industry related to component shortages continues to be noted. - FY2023MitigatedAnnual report
「Although the automotive industry is on a recovery path despite the impact of difficulties in procuring semiconductors due to COVID-19 and advancing inflation, demand for EVs surged, particularly in China, Europe and the United States. ... Although the impact is considered limited compared with the past」
Difficulties in procuring semiconductors continue to be mentioned, but their impact is considered limited compared with the past, and the automotive industry is recognised as being on a recovery path. - FY2023-Q3MaterialisedAnnual report
「Although the automotive industry, with which our group has close ties, was expected to move toward normal conditions across the industry as global measures to address COVID-19 progressed, the outlook remains uncertain due to the prolonged Russia-Ukraine conflict, lockdowns in China, supply-chain disruptions and supply constraints in the market, and shortages of semiconductors for automobiles, while the CASE theme, which had been discussed since 2016, is advancing further through decarbonisation and digitalisation.」
The shortage of semiconductors for automobiles has materialised as supply-chain disruptions and supply constraints, and is described as affecting factory operations and production. - FY2022-Q3MaterialisedAnnual report
「The automotive industry, with which our group has close ties, is facing severe conditions, including production volume adjustments caused by the global shortage of automotive semiconductors and disruptions to parts procurement accompanying the spread of COVID-19 in Southeast Asia」
The global shortage of automotive semiconductors and disruptions to parts procurement have materialised in the form of adjustments to automobile production volumes. - FY2022-Q2MaterialisedAnnual report
「Amid the once-in-a-century period of major transformation represented by efforts related to CASE (connected, autonomous, shared and electric mobility), which are accelerating both in Japan and overseas, we are facing severe conditions, including automobile production cuts caused by the global shortage of automotive semiconductors and disruptions to parts procurement accompanying the spread of COVID-19 in Southeast Asia」
The global shortage of automotive semiconductors has materialised in the form of disruptions to parts procurement and automobile production cuts. - FY2021First statedAnnual report
「The situation remains uncertain due to concerns including temporary operating suspensions in the logistics services business and a decline in customer visits and shorter operating hours in the automotive services business, caused by the spread of COVID-19 and the global semiconductor shortage, requests from customers to postpone system development in the information services business, and workforce adjustments at customer sites and reviews of hiring plans in the human resources services business.」
The global semiconductor shortage is identified for the first time as a business-environment factor alongside the infectious disease, with concerns about its impact on each business.