Honda Motor(US:HMC) 第一财经·2025-10-31 02:22Core Viewpoint - The automotive production of several Japanese companies, including Honda and Nissan, is facing challenges due to supply disruptions from Nexperia Semiconductor, leading to temporary factory shutdowns and production adjustments [3][4]. Group 1: Honda's Production Challenges - Honda has adjusted its automotive production plans in North America and Mexico due to the semiconductor supply issues [3]. - The Honda plant in Celaya, Mexico, has halted production, primarily affecting the Honda HR-V model, which has an annual output of approximately 200,000 units [3][4]. - 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 [3][4]. Group 2: Sales Performance and Supply Chain Management - North America is a crucial market for Honda, with sales exceeding 1.6 million units in the 2023 fiscal year, marking a 36.2% year-on-year increase [4]. - Honda is actively working to minimize the impact of chip shortages by reassessing its supply chain and considering alternative components, although technical validation may delay replacements [4]. Group 3: Nissan's Situation and Industry Impact - Nissan's Chief Performance Officer indicated that the company's chip supply inventory could last until the first week of November, highlighting the severity of the chip supply issue [5]. - The Japan Automobile Manufacturers Association warned that the semiconductor supply disruptions could severely impact global automotive production [5]. - The semiconductor dispute has affected the global automotive supply chain, with warnings from European and American automotive organizations regarding potential production interruptions [5].