GAC Honda Delays Resumption of Operations Again Due to Chip Shortage

[Supply Chain Disruption] GAC Honda has further postponed the restart of production at its three plants to January 19, primarily due to a supply disruption from Nexperia.

Key Development: Production Halt Extended to 10 Working Days

GAC Honda originally planned to resume operations on January 5, 2026, but has now delayed the restart to January 19, resulting in a total shutdown of 15 days. This adjustment was led by Honda and affects all three vehicle assembly plants in Guangzhou. The company stated it has "not yet received definitive information" but acknowledged the dual impact of semiconductor shortages and ongoing production line technical upgrades.

Critical Data: Nexperia Holds 40% of Global Automotive Chip Market

In September 2025, the Dutch government froze operations of Nexperia, which is under Chinese ownership, cutting off supplies of critical automotive-grade components such as MOSFETs. Nexperia accounts for 40% of the global automotive discrete semiconductor market, and no short-term replacement is readily available.

Industry Impact: Annual Profit May Suffer 150 Billion Yen Loss

Honda has already implemented production cuts across multiple regions globally: its Saitama and Suzuka plants in Japan halted operations on January 5–6, and North American production has been reduced since late October 2025. The company estimates that the chip crisis will reduce operating profit for the fiscal year ending March 2026 by 150 billion yen.