MY23 / 2023 Delivery - Serious or Joking?

[Brianstrange]

Hate to break it to you but a 2DR is giant constraint with the roof issues.

Where did you hear this (Specifically)? In March, I had a discussion with a quality engineer at Webasto, and at that time, the 2 door roofs were being produced without issue, the 4 door ones were giving them trouble. I expect the info at that time to be accurate, but were dealing with lots of moving parts here. Short of assuming all roofs are giving issues, , where did you hear that?

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[Bronco4lyfe85]

Where did you hear this (Specifically)? In March, I had a discussion with a quality engineer at Webasto, and at that time, the 2 door roofs were being produced without issue, the 4 door ones were giving them trouble. I expect the info at that time to be accurate, but were dealing with lots of moving parts here. Short of assuming all roofs are giving issues, , where did you hear that?

Everywhere? Lol. The 2DR only has a hard top so naturally the roof issues make it the highest constraint there is. This is why there aren’t very many 2DR vins and were saying soft top, 4dr, big bends pulled with March reservation dates.

 

[Brianstrange]

Everywhere? Lol. The 2DR only has a hard top so naturally the roof issues make it the highest constraint there is. This is why there aren’t very many 2DR vins and were saying soft top, 4dr, big bends pulled with March reservation dates.

The 2 door has fewer orders. That in itself could be the reason for 2 door delays. Like I mentioned, I was told by a reliable source that the 2 door hardtop was manufacturable in volume, the 4 door was causing issues. Ford may have been aware of the top issue long before July launch. That would explain the 4 door soft top and the 2 door hardtop. To me, that is backwards from a marketing perspective. I don't know if 2 door and 4 door units can use the same tooling. That would have an impact as well.

 

[NewBroncoOwner]

Dear Ford,

 

[pony2bronco]

My question is how much does the 3/19 cut mean at this point? I ask bc I had a late April res and converted to an order early may.
Also, I’ve seen two posts that had order dates later than mine that have build dates. Personally I think at this point it all could come down to constraints on the individual builds.

Not much? 2 big things: Dealer priority orders skipped all reservation time stamps and constraints. That and 4DR soft tops skip to the front of the line regardless due to the constraints. So much so that there will be 2021 dealer stock basically guaranteed, and Ford is producing a 3rd Dealer mannequin and allowing them to sell them early without penalty due to the hard top issues (this is confirmed via Dealers here and Ford emails).

 

[MyBroncoNotYours]

First of all, we don't know exactly how many orders Ford actually has. We believe it is about 140,000.

Second, we don't know how many of those folks have voluntarily pushed theirs into MY22 hoping to get one of the MY22 options. Some folks really want the Modular top, (MY22) or Mansquatch (MY22), or are simply hoping for a decent color (MY22)

Even though those options are MY22, nobody with two neurons to rub together reasonably believes those are going to be early MY22 at this point. Anyone holding out for a mod top or dual tops should expect at least 2nd quarter of 22.

Third, the MAP has a capacity of 1200/day, plus 960 on Saturday. There are 18 build weeks from 1st week of August to end of MY21 production. So FoMoCo could theoretically build 125,000 Broncos if they built zero Rangers. The expected split is 80:20 so that's still 100,000 Broncos. Remember, every Bronco already has a buyer, Rangers are built "on spec". So Ford definitely wants to build as many as possible.

The problem is, with all the parts and supplier issues, nobody actually believes that Ford will have the parts to build that many. Mostly because nobody believes that Westabo can build 90,000 tops by the end of the year.

So, if Ford can't get the tops, they will build Rangers or Soft-top Broncos for the dealers.

This is why they should give us the option to accept delivery without the top with a later date delivery for it. Honestly my 2dr will probably never have the hard top on it after delivery...I plan to get the bestop soft top for it and SoCal rains 10 days/yr max...

 

[jdvz411]

Not much? 2 big things: Dealer priority orders skipped all reservation time stamps and constraints. That and 4DR soft tops skip to the front of the line regardless due to the constraints. So much so that there will be 2021 dealer stock basically guaranteed, and Ford is producing a 3rd Dealer mannequin and allowing them to sell them early without penalty due to the hard top issues (this is confirmed via Dealers here and Ford emails).

For what it’s worth I was talking with a dealer guy this morning and he said that there are not as many priority builds as people think. His dealership has one of the biggest number of reservations in the southeast and they have two priority builds.
he did said basic 4-door builds with soft tops will be built pretty quick so that made me happy.

 

[MyBroncoNotYours]

Not sure where you heard that but in theory that would make sense. All I know is the hard tops are an issue and the 2DR only has hard top as an option. That’s why we haven’t seen very many 2DR vins yet.

It was in one of the posts from the other day. Plus, the most recent pics from MAP only shows 2drs in their inventory on the lot.

 

[pony2bronco]

For what it’s worth I was talking with a dealer guy this morning and he said that there are not as many priority builds as people think. His dealership has one of the biggest number of reservations in the southeast and they have two priority builds.
he did said basic 4-door builds with soft tops will be built pretty quick so that made me happy.

Rough estimate is pretty easy, little over 3,000 dealerships in US, over 100 res = 2, otherwise 1. I'd bet between 4000-5000 priority orders. Was mostly just saying that constraints have the largest effect, as 4DR soft top dealer stock will be out before the end of the year, so basically anyone going for that has a good shot at a '21 regardless of timestamp on reservation. I'm going 2DR, so just hoping that they release a 2DR softtop soon, otherwise I know for sure I'll be a '22 with my day 7 res.

 

[Razorbak86]

For what it’s worth I was talking with a dealer guy this morning and he said that there are not as many priority builds as people think. His dealership has one of the biggest number of reservations in the southeast and they have two priority builds.
he did said basic 4-door builds with soft tops will be built pretty quick so that made me happy.

Rough estimate is pretty easy, little over 3,000 dealerships in US, over 100 res = 2, otherwise 1. I'd bet between 4000-5000 priority orders. Was mostly just saying that constraints have the largest effect, as 4DR soft top dealer stock will be out before the end of the year, so basically anyone going for that has a good shot at a '21 regardless of timestamp on reservation. I'm going 2DR, so just hoping that they release a 2DR softtop soon, otherwise I know for sure I'll be a '22 with my day 7 res.

No need to speculate. We know the exact number of orders in the Dealer Priority Allowance (3,104)…

Source: https://www.bronco6g.com/forum/thre...y-order-slots-were-allotted-to-dealers.15245/

… which is about three times the total Broncos produced in the month of May (1,069)…

Source: https://www.bronco6g.com/forum/thre...-in-may-per-may-2021-ford-sales-report.17376/

 

[Packen8]

One of my concerns is all the folks that converted theirs to orders but with a 99. I did not, was perfectly fine with he MIC top (preferred it actually).

But due to constraints, my WT might go into MY22.

So what happens when all those 99'ers come back... Will my place in line get pushed back because folks that made their reservation before me get their original place?

 

[Packen8]

One of my concerns is all the folks that converted theirs to orders but with a 99. I did not, was perfectly fine with he MIC top (preferred it actually).

But due to constraints, my WT might go into MY22.

So what happens when all those 99'ers come back... Will my place in line get pushed back because folks that made their reservation before me get their original place?

 

[Razorbak86]

I was at an auto show a month ago. I got to chatting with one of the corporate guys (not the marketing people) and he told me they are over 300k hand raisers meaning people that submitted a $100 reservation. I’m hopeful that I can get my build by end of 2022. However that’s a lot of vehicles to build assuming they build all 300k.

Also I ordered around when OP did and my dealer did say, “full disclosure because of when you reserved you need to mentally prepare for late 22 or early 23”. That’s all the info I have.

It sounds like others have reports of less reservations. I am only relaying what I was told.

As of the earnings teleconference in February 2021, the last official reference that I could find from management was “just shy of 200,000”…

While I certainly believe that you were told “300K” by one of the “corporate guys” at the auto show a few months ago, I doubt that claim was factually correct. The total is unlikely to have increased by 50% since February, given how quickly orders slowed down just a few months after the July 2020 Bronco reveal. If it were true, then the executive team and the PR department would have surely discussed it publicly, just like they’ve done multiple times with F-150 Lightning reservations since the reveal a few weeks ago (which now total over 100,000).

Source:https://www.bronco6g.com/forum/thre...v-2021-broncos-make-a-cameo.16791/post-638398

 

[rtaylor]

And issues with the 2dr floorpan supplier.

Thank you for sharing this. I think everyone was suspecting that there were other issues with the 2dr since so few early 2dr reservations have been pulled. I guess we can all stop worrying about needing to remove the tow pkg.

 

[Wanted33]

You can get a pretty good idea if you look at the numbers. They had over 200k reservations prior to the end of 2020, and have continued to take reservations. They had approximately 70% conversion from reservations to orders in March.

The Michigan Assembly Plant has been producing approximately 11k Rangers per month, prior to Bronco production. If they "flip" production and produce 10k Broncos a month, starting in August you have some number by end of year. You've got some "knowns", right.

So, 200k * 70% puts us at 140k orders for 2021 vehicles by March 19.
Producing 10k units a month from August (when they go to full production), is 50k units by end of year. That's about 1/3 of the converted reservations. That puts all converted orders (by March 19) produced by about August/September 2022. So, any reservation not converted by March 19 should begin production sometime around third-quarter 2022. An early 2021 reservation, converted to an order after March 19 should be produced and delivered at the very end of 2022 or beginning 2023.

That's just looking at the knowns. They build them when they have parts, so someone that had a reservation in March and converted right away may get their Bronco first because they have the parts available.

Your build is exactly like mine, 2D Badlands, 2.3/MT, tow, high package. My reservation was early 7/14, converted from reservation to order on the first day. My dealer told me I was in their initial allocation, but with constraints, I may not see my Bronco in 2021. It was important to me to get it in 2021, as a 2021 model, so with all the constraints, hard top issues, I cancelled.

It wouldn't be unreasonable at all that you would see your Bronco in 2023, based on the knowns, but there is really no way of knowing.

Right or wrong I'm going to go with this Ace, because that's exactly the time I would like to have mine arrive. I'm feeling much better now.

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