EXPECT FURTHER DELAYS - More auto semiconductor chip problems

[Broncodave]

"The lack of chips won’t stabilize until the second quarter of next year, with recovery coming in the second half, IHS said in a report Thursday. The grim outlook is further proof that the chip crisis is far from over. And the research firm’s forecast doesn’t include the latest cuts from Toyota Motor Corp., which plans to briefly pause output at 14 plants next month and slash production 40%."

“The situation is still fraught with challenges,” IHS analysts Mark Fulthorpe and Phil Amsrud wrote in their report. “We are also seeing additional volatility due to Covid-19 lockdown measures in Malaysia where many back-end chip packaging and testing operations are performed.”

https://www.bloomberg.com/news/arti...-auto-output-by-7-1-million-cars?srnd=premium

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[ReimundKrohn]

My advice to all, for what it is worth: with the shortages, prices are only going up - as are finance rates. If you need a vehicle or a price, buy now. Don’t wait.

 

[Broncodave]

"Ford Europe’s Herrmann, meanwhile, estimates the chip shortage could continue through to 2024, adding that it’s difficult to pinpoint exactly when it will end...

Beyond chips, there are now other shortages to contend with. Ford is facing a “new crisis” in raw materials...

“It’s not only semiconductors,” he said, adding that lithium, plastics and steel are all in relatively short supply. “You find shortages or constraints all over the place.”

Car prices will rise as the cost of raw materials goes up, Herrmann said."

https://www.cnbc.com/2021/09/06/vw-ford-daimler-fear-chip-shortage-could-persist-for-some-time.html

 

[Bronc-O]

Ford is going with Bronco Raptor after all, scratch the Warthog name.

I said that last week and of course got taken to task. That info supposedly came from a recent Ford sales meeting. Dealers couldn't take any pics, but got some new product info.

 

[Carolina Jim]

https://www.cnbc.com/2021/09/06/vw-ford-daimler-fear-chip-shortage-could-persist-for-some-time.html

same article: "The shortage is thought to have been exacerbated by the move to electric vehicles. For example, a Ford Focus typically uses roughly 300 chips, whereas one of Ford’s new electric vehicles can have up to 3,000 chips."

since Ford struggles to produce the equivalent of a plastic garbage can lid...watching them go 'electric' promises to be Really painful.

 

[ReimundKrohn]

same article: "The shortage is thought to have been exacerbated by the move to electric vehicles. For example, a Ford Focus typically uses roughly 300 chips, whereas one of Ford’s new electric vehicles can have up to 3,000 chips."

since Ford struggles to produce the equivalent of a plastic garbage can lid...watching them go 'electric' promises to be Really painful.

The chips in electric vehicles is only a part of the problem. There are very real constraints in lithium supplied for the batteries… and with Chevy recalling every Bolt EV ever built due to battery fires, coupled with Government mandates to go electric, the demand for lithium has never been higher. This isn’t just going to be painful to watch, this is….. slow motion economic suicide. Enough EVs simply won’t be available, and those that are won’t be affordable…. But you will continue to be punished for using alternatives.


https://www.forbes.com/sites/neilwi...-shortage-impact-on-global-auto-sales-report/

 

[Carolina Jim]

this is….. slow motion economic suicide

IN SPADES. Not to mention the electric grid is laughably unprepared to take on the additional load

 

[North7]

IN SPADES. Not to mention the electric grid is laughably unprepared to take on the additional load

 

[George Ellis]

The chips in electric vehicles is only a part of the problem. There are very real constraints in lithium supplied for the batteries… and with Chevy recalling every Bolt EV ever built due to battery fires, coupled with Government mandates to go electric, the demand for lithium has never been higher. This isn’t just going to be painful to watch, this is….. slow motion economic suicide. Enough EVs simply won’t be available, and those that are won’t be affordable…. But you will continue to be punished for using alternatives.


https://www.forbes.com/sites/neilwi...-shortage-impact-on-global-auto-sales-report/

And to make you laugh, the Taliban now control a major, undeveloped, source of Lithium.

 

[Broncodave]

The Chip Crunch Grows Worse as Wait Times Hit Record 21 Weeks

The amount of time it’s taking for chip-starved companies to get orders filled stretched to 21 weeks in August, indicating the shortages that have crippled auto production and held back growth in the electronics industry are getting worse.

https://www.bloomberg.com/news/arti...grows-worse-as-wait-times-hit-record-21-weeks

 

[The_Phew]

And to make you laugh, the Taliban now control a major, undeveloped, source of Lithium.

And to add insult to injury, they are probably wasting all of it trying to patch up frame rust on their 1980s Toyotas.

 

[CO-Bronco]

And to add insult to injury, they are probably wasting all of it trying to patch up frame rust on their 1980s Toyotas.

Think again, Ford Rangers are now their jam

https://www.dsf.my/2021/08/ford-ranger-is-now-the-preferred-taliban-pickup-truck/

 

[Compta38]

Think again, Ford Rangers are now their jam

https://www.dsf.my/2021/08/ford-ranger-is-now-the-preferred-taliban-pickup-truck/

They got a boatload of shiny new MRAPs and Blackhawks that we payed for as well.

 

[The_Phew]

They got a boatload of shiny new MRAPs and Blackhawks that we payed for as well.

Wait until they find out the maintenance required to keep an MRAP or turboshaft running. Joke's on the Taliban, because they'll have to spend all their newfound Chinese lithium cash on American-made spare parts from Navistar and Sikorsky/GE.

 

[Broncodave]

Ford Steps Into the Chips Business
The auto maker and GlobalFoundries agree to develop, potentially produce semiconductors in U.S. under strategic pact

Part of the agreement with GlobalFoundries is intended to enhance near-term chip supplies for Ford, which has been hit especially hard by the supply crunch relative to many other auto makers. The joint-development work is aimed at producing higher-end chips that would go into vehicles several years out, Mr. Gray said.

https://www.wsj.com/articles/ford-e...shortage-impact-11637242202?mod=djemalertNEWS

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