Global Supply Constraints Deal Heavy Blow to Japanese Firms

Nissan Motor Co. Ltd.'s Universal Powertrain Mounting System with a two-layer pallet structure, compatible with EV, e-POWER (HV), and gasoline vehicles is pictured in Kawachi-gun, in Tochigi prefecture, Japan, on Oct. 8, 2021. Maki Shiraki/Reuters

TOKYO—A global parts and chip shortage is taking a heavy toll on Japanese firms with seven out of eight automakers seeing global output drop in September, casting doubt over the central bank’s view the impact of supply constraints will be temporary.

Toyota Motor said on Thursday it saw global output slump 39.1 percent in September from a year earlier to 512,765 units, marking the second straight month of falls.