Chip shortage forces Ford, Toyota, Nissan, FCA to cut vehicle production

[Texasota]

Seems inevitable that car theft is going to surge with this situation. Keep your Rangers locked up and safe at night. Mine stays in the garage with his nite light.

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[AzScorpion]

Still no good news on the chip shortage. I never knew it took 18 weeks to produce them. The 3rd & 4th quarter profits are going to really have an effect on the market too.


https://www.eetimes.com/chip-automotive-industries-to-collaborate-on-forecasting/#

Chip, Automotive Industries to Collaborate on Forecasting

Electronics are not new to the car industry, but the volume and sophistication of the devices used in vehicles has skyrocketed. The global automotive semiconductor sector was valued at $48.13 billion in 2020 and is expected to reach $129.17 billion by 2026, according to Mordor Intelligence. One immutable fact about semiconductors is they take a minimum of 18 weeks to produce. Coupled with the lean inventory practices of the supply chain, there’s no quick fix for sudden spikes in demand.

“I’ve seen one estimate that says a chip travels 25,000 miles during processing in different regions of the world,” noted Bailo.

The chip deficit is expected to cost the global automotive industry $110 billion in revenue in 2021, according to consulting firm AlixPartners. To be fair, all business forecasts in 2020 carried a Covid disclaimer and automotive was no different.

“When the pandemic happened car makers took their forecasts way down,” said Bailo. “Nobody knew when the recovery would hit. In the meantime, demand from consumers for IT and related equipment went through the roof. Semiconductors were shifted toward those products.

“It’s not that easy to switch supply when demand comes from somewhere else,” she added.

 

[FoD]

Still no good news on the chip shortage. I never knew it took 18 weeks to produce them. The 3rd & 4th quarter profits are going to really have an effect on the market too.


https://www.eetimes.com/chip-automotive-industries-to-collaborate-on-forecasting/#

Chip, Automotive Industries to Collaborate on Forecasting

Can't wait for the tire industry to collapse next

 

[AzScorpion]

Can't wait for the tire industry to collapse next

Yeah those prices should be going up soon too. I posted an article a while back where there's going to be a shortage of rubber components. For tires...get your mind out of the gutter! ?

 

[FoD]

Yeah those prices should be going up soon too. I posted an article a while back where there's going to be a shortage of rubber components. For tires...get your mind out of the gutter! ?

Why, whatever do you mean Dave?

 

[AzScorpion]

Why, whatever do you mean Dave?

 

[TBR17]

Gets worse by the day. Just received word yesterday that NGK Electronic Devices in Malaysia which supplies raw material to some BIG electronic component manufacturers is the latest of several this week to have been ordered to cease operations for the next 2 weeks due to an increase in Covid-19 infections.

 

[DeathRanger]

I've seen some info that points to the chip shortage lasting in 2022 for most automakers

FYI in 1990 the US produced about 37% of all computer chips in the world.

Today that is only about 12%

 

[Tom_C]

Still no good news on the chip shortage. I never knew it took 18 weeks to produce them. The 3rd & 4th quarter profits are going to really have an effect on the market too.


https://www.eetimes.com/chip-automotive-industries-to-collaborate-on-forecasting/#

Chip, Automotive Industries to Collaborate on Forecasting

I made a comment about this in another thread:
https://www.ranger5g.com/forum/thre...t-for-years-says-intel-ceo.13026/#post-254930

 

[AzScorpion]

I made a comment about this in another thread:
https://www.ranger5g.com/forum/thre...t-for-years-says-intel-ceo.13026/#post-254930

I know there are several big plants going up here in AZ now. I posted a couple links in another thread about this. It will take another year or so to be up in full operation but I guess better late than never.

 

[AzScorpion]

Here's two articles that contradict themselves.

Volkswagen Sees Global Chip Shortage Worsening in Second Half

https://daily.energybulletin.org/20...l-chip-shortage-worsening-in-second-half-wsj/


I've heard Ford has been gathering chips and it makes sense to get these F150's out there as it's their money maker.

Ford Replenishes Chip Supply, Finishes Thousands of F-150 Pickups

https://www.caranddriver.com/news/a36957874/ford-f-150-pickups-semiconductors-delivery/

 

[DeathRanger]

Just saw this article today. https://www.visualcapitalist.com/global-chip-shortage-impact-on-american-automakers/

Ford appears to be taking the worst hit with 5/10 vehicles on the list.

Manufacturer	Estimated Volume Impact
Ford	324,616
General Motors	277,966
Stellantis	252,193
Subaru	45,272
Volkswagen	45,215
Honda	42,951
Nissan	41,928

 

[Grumpaw]

I've got all the "chips" they could ever use.....

 

[AzScorpion]

I've got all the "chips" they could ever use.....

Rookie. ?

 

[FoD]

Rookie. ?

Ahem...

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