Honda Motor(US:HMC) Di Yi Cai Jing·2025-10-30 11:56Core Insights - The automotive production of several Japanese companies, including Honda and Nissan, is facing challenges due to supply disruptions from Nexperia [1][2] - Honda has adjusted production plans in North America and Mexico, with a factory in Mexico halting production and a Canadian plant reducing output significantly [1] - Nexperia's semiconductor supply issues are impacting the global automotive supply chain, prompting warnings from industry associations in Japan and Europe [2] Group 1: Honda's Production Adjustments - Honda's factory in Celaya, Mexico, has stopped production, primarily affecting the Honda HR-V model, which has an annual output of approximately 200,000 units [1] - In North America, Honda's assembly plant in Ontario, Canada, has reduced production by half and plans to halt operations for a week due to chip shortages [1] - North America is a crucial market for Honda, with sales exceeding 1.6 million units in the 2023 fiscal year, a 36.2% increase year-on-year [1] Group 2: Industry Response and Concerns - Honda is actively working to minimize the impact of chip shortages by reassessing supply chain conditions and considering alternative components, although technical validation may delay replacements [2] - Nissan's Chief Performance Officer indicated that the company's chip supply could last until the first week of November, acknowledging the severity of the chip supply issue [2] - The Japan Automobile Manufacturers Association warned that the semiconductor supply disruptions could severely affect global automotive production [2] Group 3: Nexperia's Operational Status - Nexperia's Chinese operations are reportedly unaffected by the recent decisions made by its Dutch headquarters, with all business and production activities continuing normally [3]