Core Viewpoint - The ongoing semiconductor supply crisis, exacerbated by geopolitical tensions surrounding Nexperia, has led Honda to temporarily halt production in Japan and certain Chinese factories, highlighting the persistent impact of the "Nexperia incident" on the automotive industry [1][2][4]. Group 1: Honda's Production Impact - Honda plans to suspend automobile production in Japan on January 5 and 6, with its joint venture in China, Guangqi Honda, also set to halt operations from December 29 to January 2 [1]. - The company has revised its sales forecast down from 3.62 million units to 3.34 million units due to the semiconductor shortage caused by Nexperia [2]. - Honda's stock price fell over 3% in Tokyo, reflecting investor concerns about the ongoing supply chain disruptions [1]. Group 2: Geopolitical Factors - The Dutch government initiated measures against Nexperia, citing governance issues and concerns over the availability of critical chip production capabilities, which led to a significant disruption in the supply chain [3][4]. - Following the Dutch intervention, China imposed export controls on Nexperia, further complicating the supply chain and leading to shortages of essential automotive components [3]. Group 3: Structural Supply Chain Issues - The automotive industry is characterized by a "just-in-time" production model, where the absence of even a single component can halt production lines, amplifying the impact of the semiconductor shortages [4][5]. - The current situation reflects a dual state of "structural surplus and structural shortage" within the automotive semiconductor supply chain, complicating recovery efforts [4]. - Short-term alternatives for semiconductor sourcing are limited due to the need for revalidation and certification of components, which adds to the complexity of the supply chain [5].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 12月18日消息，据日媒报道， 本田公司表示，因芯片短缺，位于日本、中国的工厂将在年末年初 期间进行停产、减产措施！ 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 其中，日本的埼玉制作所和铃鹿制作所将在2026年1月5-6日停工2天、1月7-9日期间将减产。 此前同样因芯片短缺的北美工厂虽已恢复正常运转，但产线仍随时面临芯片供应不足的情 况。 根据计划，本田与广汽的中国合资工厂将从12月29日起将停产5天。日本的工厂将在明年1月 5日、6日停产两天，7至9日的产量也低于原计划。本田表示，此后的生产将视芯片的供应情 况等作出判断。 此前由于中资半导体企业安世半导体（Nexperia）的零部件出口受到影响，本田在10月和11月暂停了墨 西哥工厂的生产，其在美国和加拿大的工厂也被迫减产。但本田没有说明导致此次减产的短缺半导体零 件是否也是安世产品。 但因半导体零件短缺导致的减产已经给本田带来了切实的损失。本田11月公布的截至2026年3月的财年 合并财报预期显示，因半导 ...

日本共同社12月17日报道，本田公司当天透露，由于半导体零部件短缺，本田在日本和中国工厂的整车 生产计划从12月下旬到明年1月上旬期间暂停或减产。 本田方面称，与中国的广汽集团的合资工厂将从 12月29日起停产5天。日本的工厂将在明年1月5日、6日停产两天，7至9日的产量也低于原计划。（观察 者网） ...

智通财经APP获悉，来自日本的汽车制造领军者本田汽车公司(Honda Motor Co.)将在未来几周暂停其日 本与中国某些大型工厂的汽车生产进程，凸显出地缘政治博弈引发的"安世半导体(Nexperia)事件"所导 致的全球汽车芯片短缺风波仍在某些大型汽车制造商持续上演。 这家日本车企的一位发言人当地时间周四表示，本田将于1月5日和1月6日在日本暂停汽车产出，但未说 明将受影响的是哪些汽车工厂。其在中国的合资企业广汽本田汽车 (Guangqi Honda Automobile Co.)的三 家工厂则初步计划将于12月29日至1月2日全部停工。 本田"缺芯"的本质更偏地缘政治/贸易摩擦引发的供应中断 在一些半导体分析师看来，本田暂时停产绝对不是"全球汽车芯片全面短缺"回归，而是与安世半导体相 关汽车芯片重要链条在特定时间段、特定品类与特定出货路径上的"结构性断点"，在汽车"缺一颗料就 停线"的特性下被放大为车企生产扰动大事件。 在9月30日，荷兰经济事务部援引一项罕见使用的紧急法律 《物资可得性法》(Goods Availability Act)， 对总部在荷兰奈梅亨的半导体公司 Nexperia(安世半导体) ...

本田汽车将在未来几周暂停日本和中国部分工厂的生产，凸显出全球芯片短缺的持续影响。 该公司发言人周四表示，将于1月5日和6日暂停日本的生产，但未具体说明哪些工厂会受影响。在华合 资公司广汽本田的三家工厂均将于12月29日至1月2日停产。 本田汽车将在未来几周暂停日本和中国部分工厂的生产，凸显出全球芯片短缺的持续影响。 该公司发言人周四表示，将于1月5日和6日暂停日本的生产，但未具体说明哪些工厂会受影响。在华合 资公司广汽本田的三家工厂均将于12月29日至1月2日停产。 该公司此前预计从11月底开始受影响的生产将恢复，但部分工厂又将停产的消息表明供应链仍遭遇持续 性干扰。 本田股价周四早盘在东京一度下跌逾2.6%。 责任编辑：于健 SF069 该公司此前预计从11月底开始受影响的生产将恢复，但部分工厂又将停产的消息表明供应链仍遭遇持续 性干扰。 本田股价周四早盘在东京一度下跌逾2.6%。 责任编辑：于健 SF069 ...

Core Viewpoint - Honda has announced production halts and reductions at its factories in Japan and China due to a shortage of semiconductor components, impacting its vehicle production plans from late December to early January [1] Group 1: Production Impact - Honda's joint venture factory with GAC Group in China will halt production for five days starting December 29 [1] - Japanese factories will stop production for two days on January 5 and 6, with reduced output from January 7 to 9 [1] - Specific Japanese factories affected may include Saitama and Suzuka plants, although Honda has not disclosed the full scale of the production adjustments [1] Group 2: Financial Implications - The production cuts due to semiconductor shortages have already resulted in significant financial losses for Honda [1] - Honda's consolidated financial forecast for the fiscal year ending March 2026 indicates a reduction in operating profit by 150 billion yen (approximately 6.8 billion RMB) due to lower-than-expected production [1]

Honda is recalling more than 70,000 US vehicles over a loss of brake function, which could increase the risk of a crash or injury, auto safety regulators said Wednesday.The recall includes certain 2016-2020 Honda Acura ILX vehicles, according to the National Highway Traffic Safety Administration.The automaker said contaminated brake fluid may cause a seal inside the brake master cylinder to swell and deform, triggering an internal brake fluid leak, which can impair brake function.Honda is recalling more tha ...

Core Points - Honda is recalling 70,658 vehicles in the United States due to a brake function issue that can increase stopping distance, raising the risk of crashes or injuries [1] Group 1 - The recall affects a total of 70,658 vehicles [1] - The issue is related to reduced brake function, which can extend the distance required to stop [1] - This situation increases the risk of a crash or injury for drivers and passengers [1]

Group 1 - The BT share price has experienced a pullback in recent months, reversing some of the earlier gains made this year [1] - The current trading price of BT shares is 182.40p, which represents a 16% decline from the highest point reached in August this year [1]

Core Viewpoint - The article discusses the contrasting approaches of China and Japan in the robotics industry, highlighting China's rapid advancements and Japan's historical challenges in humanoid robotics, while emphasizing Japan's strength in industrial robotics [5][7][17]. Group 1: Industry Overview - Robotics has become a significant focus for high-tech startups in China since 2020, alongside AI, with substantial investments and policy support [5]. - Japan, despite being an early innovator in humanoid robotics, has struggled to commercialize its developments, with notable failures like ASIMO and Pepper, which faced high costs and low market demand [9][10]. - The global market for industrial robots is projected to account for approximately 71.4% of total revenue in 2024, indicating a strong demand for industrial applications [21]. Group 2: Comparative Analysis - Japan's robotics industry has historically focused on stability and reliability, with a strong emphasis on long-term partnerships and high-quality components, while China's approach is characterized by rapid innovation and cost competitiveness [29][32]. - The article notes that Japan has lost its exploratory drive in humanoid robotics, while China is making significant strides in this area, leveraging advancements in AI and manufacturing capabilities [10][17]. - The differences in robotics strategies between China and Japan are attributed to varying economic structures, technological foundations, and risk preferences [19][32]. Group 3: Market Dynamics - The article highlights that the demand for humanoid robots is not yet strong globally, with most buyers being experimental or marketing-oriented, which complicates the commercial viability of humanoid robotics [16][19]. - Japan's industrial robotics sector remains robust, with major companies like FANUC and Yaskawa maintaining significant market shares and focusing on B2B business models [22][24]. - The article emphasizes that Japan's industrial robots are integrated with advanced AI technologies, enhancing their operational capabilities while maintaining a focus on reliability and precision [27][30].