Overview
- Three GAC-Honda factories in China will stay offline two weeks beyond the planned January 5 restart, covering two legacy plants and a Development District NEV facility.
- Analysts estimate the extension will trim roughly 23,000 vehicles from near-term output.
- The affected sites produced about 816,597 vehicles in 2024, or roughly 22% of Honda’s global production, highlighting the importance of the GAC venture.
- Reporting links the disruption to supply strain following the Dutch government’s late-2025 seizure of chipmaker Nexperia, though Honda did not name a supplier in its latest notice.
- Honda also paused operations at its Suzuka and Yorii plants in Japan on January 5–6 for supply-related adjustments, while automakers court AEC-qualified chip sources and strengthen supply-chain risk tools.