Risk of Reduced Automobile Production Due to Semiconductor Shortages
First written in FY2022-Q1. 5 of 13 entries say "Mitigated", first in FY2024-Q1. Latest entry: FY2026.
Parker 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: 11 of 38 companies on the "Worse" side.
65 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「In the automotive industry, operations at major customers remained stable as production and supply systems returned to normal.」
Regarding the previously identified risk of reduced automobile production caused by semiconductor shortages and parts supply constraints, the company describes the normalization of production and supply systems and stable operations at major customers, indicating a partial easing of the impact. Meanwhile, trade policy issues and weakness in individual markets remain. - 2026-05-12MitigatedRevisions to earnings forecasts
「In the automotive industry, operations at major customers remained stable as production and supply systems returned to normal.」
Regarding the previously identified risk of declining automobile production, the company reports that production and supply systems returned to normal and operations at major customers stabilized. - FY2026-H1MitigatedAnnual report
「Manufacturing and sales of automotive soundproofing materials grew steadily, with orders expanding firmly against a backdrop of a recovery in production volumes at major automotive customers compared with the same period of the previous year.」
It states that production volumes at the major automotive manufacturers, the company’s main customers, were on a recovery trend year on year, partially mitigating the previously identified risk of declining automobile production. Meanwhile, US trade policy and weakness in the North American and Chinese markets are identified separately. - FY2025-H1RestatedAnnual report
「The automotive industry, our group’s main customer base, is recovering as production resumes following the lifting of shipment suspensions related to certification irregularities. However, difficult conditions persist, including weak demand in the Chinese market, soaring raw material prices and fluctuating demand.」
It states that recovery is emerging in Japan as production resumes, while weakness in the Chinese market, higher raw material prices and fluctuating demand remain, indicating that the existing uncertainty surrounding the operating environment for the automotive-related business continues. - FY2024RestatedAnnual report
「The automotive industry, the Group’s main customer base, saw automobile production recover in Japan as semiconductor supply restrictions eased, but production fell sharply toward the fiscal year-end due to production stoppages. In China, the Company’s principal market, results deteriorated because automobile sales remained weak amid the economic slowdown.」
In Japan, the easing of semiconductor supply restrictions has partially reduced the risk of production cuts, but production stoppages at the end of the fiscal year and weak automobile sales in China remain. - FY2024-Q3MitigatedAnnual report
「The automotive industry, the Group’s main customer base, has seen automobile production increase in Japan as semiconductor supply restrictions have eased, but results have deteriorated in China, the Company’s principal market, due to weak automobile sales accompanying the economic slowdown.」
In Japan, automobile production has increased as semiconductor supply restrictions have eased, partially mitigating the previous risk of production cuts. In China, however, weak automobile sales due to the economic slowdown remain an issue. - FY2024-Q1MitigatedAnnual report
「The automotive industry, the Group’s main customer base, has seen automobile production increase in Japan as semiconductor supply restrictions have eased, but results have deteriorated in China, its principal market, due to weak automobile sales accompanying the economic slowdown.」
In Japan, automobile production has increased as semiconductor supply restrictions have eased, partially mitigating the previous risk of production cuts. In China, however, weak automobile sales due to the economic slowdown remain an issue. - FY2023-Q2MaterialisedAnnual report
「The automotive industry, the Group’s main customer base, has seen semiconductor supply restrictions in Japan gradually ease, but remains affected by soaring raw material prices and other factors. Sales at overseas subsidiaries have increased due to the weaker yen, but their factories experienced prolonged production stoppages as a result of the Shanghai lockdown.」
While semiconductor supply restrictions have begun to ease in Japan, factory stoppages and component shortages caused by the Shanghai lockdown have actually occurred overseas, affecting the automotive-related business. - FY2023-Q1WorsenedAnnual report
「In addition to the prolonged global semiconductor supply shortage, the automotive industry experienced ongoing production cuts caused by supply constraints resulting from the Shanghai lockdown.」
Automobile production cuts due to the semiconductor supply shortage have continued for an extended period, while supply constraints caused by the Shanghai lockdown have emerged as a new factor. - FY2022WorsenedAnnual report
「The automotive industry has been significantly affected by production cuts caused by delays in component supplies resulting from the global semiconductor supply shortage and overseas lockdowns, as well as by soaring raw material prices.」
The company states that it has been significantly affected not only by component supply delays and automobile production cuts resulting from the semiconductor shortage, but also by overseas lockdowns and soaring raw material prices, expanding the identified causes of supply constraints. - FY2022-Q3WorsenedAnnual report
「The automotive industry has been significantly affected by production cuts caused by delays in component supplies resulting from the global semiconductor supply shortage and overseas lockdowns, as well as by soaring raw material prices.」
The company states that it has been significantly affected not only by component supply delays and automobile production cuts resulting from the semiconductor supply shortage, but also by overseas lockdowns and soaring raw material prices, expanding the identified causes of supply constraints. - FY2022-Q2MaterialisedAnnual report
「The automotive industry has been significantly affected by substantial production cuts caused by the global semiconductor supply shortage and difficulties sourcing components from Southeast Asia, as well as by soaring raw material prices.」
In addition to the semiconductor shortage, difficulties sourcing components from Southeast Asia have actually resulted in substantial automobile production cuts, affecting sales and results in the Company’s Chemicals and Industrial Materials segments. - FY2022-Q1First statedAnnual report
「The automotive industry has been affected by substantial production cuts caused by the semiconductor shortage and by soaring raw material prices.」
The company first disclosed that reduced automobile production due to the semiconductor supply shortage had actually affected sales and results in the Chemicals and Industrial Materials segments.