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- Dec 2, 2021
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- #16
With such a blank statement without context, without any reasoning, you could have just said that Ford is only going to build black Mavericks.
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Ok. First off, I don't KNOW anything. Second, Ford is going to do what Ford is going to do and I'm not saying they ARE doing this.
Chips are the biggest issue. I would venture to guess that Hybrids are the most intensive chip users. I don't know how many chips each particular trim uses. But let's make an assumption that each Eco needs 2 chips and each Hybrid needs 4 chips. These numbers don't include trim. Looking at just that, you could make 2 eco's for each hybrid. That may be enough to put that plant at desired capacity with Eco's, or half desired capacity with Hybrids. Under that analysis, it would be smart logistics to run Eco's if they know a high number of chips are coming at a later date.
What we also don't know is WHICH chip is in shortage. I highly doubt that every chip used is the same chip. The shortage may very well be on a hybrid specific chip. If that's the case, then again, it would be smart to focus on Eco's.
Many of the Eco's have been built already. I'm guessing that we are now looking at a 20% to 80% remaining builds Eco's to Hybrids. As we look at where we are in the cycle, (5-7 months of build time left), that's about 1 month of production for the Eco's if that was the only thing being built. This also plays in to some of the other commodity shortages that are occurring.
That's my answer. And again, I really don't know anything. But I could see this as a scenario.
[/QUOTE]
Ok. First off, I don't KNOW anything. Second, Ford is going to do what Ford is going to do and I'm not saying they ARE doing this.
Chips are the biggest issue. I would venture to guess that Hybrids are the most intensive chip users. I don't know how many chips each particular trim uses. But let's make an assumption that each Eco needs 2 chips and each Hybrid needs 4 chips. These numbers don't include trim. Looking at just that, you could make 2 eco's for each hybrid. That may be enough to put that plant at desired capacity with Eco's, or half desired capacity with Hybrids. Under that analysis, it would be smart logistics to run Eco's if they know a high number of chips are coming at a later date.
What we also don't know is WHICH chip is in shortage. I highly doubt that every chip used is the same chip. The shortage may very well be on a hybrid specific chip. If that's the case, then again, it would be smart to focus on Eco's.
Many of the Eco's have been built already. I'm guessing that we are now looking at a 20% to 80% remaining builds Eco's to Hybrids. As we look at where we are in the cycle, (5-7 months of build time left), that's about 1 month of production for the Eco's if that was the only thing being built. This also plays in to some of the other commodity shortages that are occurring.
That's my answer. And again, I really don't know anything. But I could see this as a scenario.
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