Impact of Automakers' Production Cuts Due to the Semiconductor Shortage
First written in FY2021-Q2. 6 of 10 entries say "Restated". Latest entry: FY2026-H1.
Morito 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.
21 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「The situation remained challenging, including difficulties faced by some Japanese automakers.」
Difficulties faced by Japanese automakers continue to be cited as a challenging business environment that could affect the transportation-related business. - FY2023-Q3MaterialisedAnnual report
「In transportation-related operations, sales of automotive interior components to Japanese automakers in China declined due to the semiconductor shortage, the impact of China's zero-COVID policy, and a review of unprofitable businesses.」
The effects of the semiconductor shortage and China’s zero-COVID policy appeared in the cumulative nine-month results as a decline in sales of automotive interior components. - FY2023-Q2RestatedAnnual report
「In addition to factors weighing on profit, including surging prices for raw materials used in the company's core products and automakers' production cuts due to the semiconductor shortage」
Automakers’ production cuts due to the semiconductor shortage continue to be cited as a factor weighing on profits in the transportation-related businesses and other operations. - FY2023-Q1RestatedAnnual report
「Automakers' Production Cuts Due to Semiconductor Shortages」
Automakers’ production cuts due to the semiconductor shortage continue to weigh on profits in the transportation-related business. - FY2022-Q3RestatedAnnual report
「Automakers’ production cuts and production stoppages due to the semiconductor shortage」
Automakers’ production cuts and production stoppages due to the semiconductor shortage continue to be a factor affecting the transportation-related business. - FY2022-Q2RestatedAnnual report
「Automakers’ production cuts and production stoppages due to the semiconductor shortage」
Automakers’ production cuts and production stoppages due to the semiconductor shortage continue to weigh on the business environment for the transportation-related business. - FY2022-Q1RestatedAnnual report
「Automakers’ production cuts and production stoppages due to the semiconductor shortage」
Automakers’ production cuts and production stoppages due to the semiconductor shortage continue to be cited as a challenging business factor. - FY2021MaterialisedAnnual report
「The semiconductor shortage caused automakers’ production cuts and production stoppages, creating a challenging situation for the Group.」
The full-year disclosure states that automakers’ production cuts and production stoppages due to the semiconductor shortage actually affected the business environment, including the living-industry materials business. - FY2021-Q3WorsenedAnnual report
「Automakers’ production cuts and production stoppages due to the semiconductor shortage」
In addition to the automakers’ production cuts previously disclosed, production stoppages are now explicitly mentioned, indicating that the impact of the semiconductor shortage has broadened. - FY2021-Q2First statedAnnual report
「Automakers' Production Cuts Due to Semiconductor Shortages」
This is the first disclosure describing automakers’ production cuts due to the semiconductor shortage as a challenging situation for the core business, including living-industry materials.