FORD MAVERICK DELAYS AND CHIP SHORTAGE

[Jim graham]

Telling older orders not to drop as they would get filled first assumes they are filling older orders first which we all know is not the case. Its a random roll of the dice for all. Anyone that ordered 6 months ago should have already gotten their truck.

I feel the same way I ordered my hybrid in June 26th and still waiting. Jim hybrid with 360 and spray in bed liner

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[leyvag]

It is included for hybrid not Ecoboost, it's a stand alone option on the ecoboost and is not constrained. And can't be removed from the luxury package.

Spray liner is part of the delay but now I think there must be something else in those packages causing delay.

Thanks Tim, I too am one of those orders so I appreciate the info.

 

[Meintc]

Received another email last night, (Sat) moved up a week from 3/7 to 2/28. Not changing any options, I’ll wait patiently
See signature.

That's my build except I also have tonneau cover. I wrote my salesman to ask if I removed that if he thought I'd get a faster build. Maybe so.

 

[DryHeat]

The allocation system is only a disaster for the extreme minority of people who have ordered from very small dealers.

I've seen that claim -- small dealers don't have allocations rates equivalent to large dealers -- a lot.

Out of curiosity, I compared the percentages at my small dealer and at the only large dealer that I had information on, Long McArthur. The results are at this post.

Basically, I calculated that both dealers had (at the time I got the figures) about 40% of their orders delivered, built, or shipped. I don't know if that's generally the case, but I don't know that it's not.

You seem very certain that large dealers are getting a higher percentage of their orders filled than small dealer are. May I ask where you are getting that information? And can you share it?

I'd appreciate it. I'm really interested in this issue...

 

[FakeCowboy]

I've seen that claim -- small dealers don't have allocations rates equivalent to large dealers -- a lot.

Out of curiosity, I compared the percentages at my small dealer and at the only large dealer that I had information on, Long McArthur. The results are at this post.

Basically, I calculated that both dealers had (at the time I got the figures) about 40% of their orders delivered, built, or shipped. I don't know if that's generally the case, but I don't know that it's not.

You seem very certain that large dealers are getting a higher percentage of their orders filled than small dealer are. May I ask where you are getting that information? And can you share it?

I'd appreciate it. I'm really interested in this issue...

I never said anything specifically related to percentages but if you have a very small rural dealer that is allocated 2 Mavericks per month but has 20 orders overall quite a few people aren't getting their trucks any time soon. I also don't think Long McArthur is a good reference point, I believe that their allocations is far from the norm for that size of a dealer due to their specials and nationwide exposure. Look at Chapman, large dealer with a ton of allocation but national sales program with steep discounts and their allocation percentage is terrible, they have so many more orders than they can fulfill anytime soon. When I placed an order for a Bronco they told me that due to their below invoice pricing it could take me 5-6 years to actually get an ordered Bronco. I'm willing to guess that if you took a large dealer that wasn't advertising a national sales program with steep discounts you would find that the larger dealer will have a significantly higher percentage than the smaller dealer.

 

[BradG]

The allocation system is only a disaster for the extreme minority of people who have ordered from very small dealers. It works for Ford because they're success depends on their larger markets, not the small ones. It is what it is, hating their successful allocation system is silly. It's not like Ford is a company that popped up ten years ago, they've been doing this long enough to know what works. People hating on the allocation system are just bitter that they're a victim of their small dealership. In a normal market, it's not an issue, even the small dealers will get their allocated units eventually, in a destitute market like we're in now, the small dealers suffer. Ford isn't about to change their successful system to appease the few disgruntled small market customers. Hate the circumstances of a global pandemic and the supply chain issues that have resulted. Don't hate Ford's successful allocation system.

I understand the parts shortage and supply chain issues created by the pandemic..... prepandemic very few of us knew about the allocation system, it didn't matter if a small dealer had to wait 3 or 4 weeks longer than a large dealer to get an order delivered.....but now even large dealers aren't getting trucks...Long Macarther has over a 100 hybrids ordered last June/ July unscheduled...Ford should have went with plan B and started building early orders first.....JMO

 

[DJF]

The allocation system is only a disaster for the extreme minority of people who have ordered from very small dealers. It works for Ford because they're success depends on their larger markets, not the small ones. It is what it is, hating their successful allocation system is silly. It's not like Ford is a company that popped up ten years ago, they've been doing this long enough to know what works. People hating on the allocation system are just bitter that they're a victim of their small dealership. In a normal market, it's not an issue, even the small dealers will get their allocated units eventually, in a destitute market like we're in now, the small dealers suffer. Ford isn't about to change their successful system to appease the few disgruntled small market customers. Hate the circumstances of a global pandemic and the supply chain issues that have resulted. Don't hate Ford's successful allocation system.

Cut the dealers out, allocation issues solved.

 

[FakeCowboy]

Cut the dealers out, allocation issues solved.

Hey, I'm all for it. I can't stand the process and I'm all for a direct buy program like Tesla has but you know, lobbying, money, it will never happen.

 

[Big Blue]

My order is Oct 12 Eco Lux 4K Moonroof. I hope I get my order by close out. I think I’m right on the fence. Lets see which October orders fall.

Put my order in Oct 19 Eco AWD, spray liner, tonneau hard cover, sliding rear window. Have not hear anything.

 

[Kaneda]

I see what you mean. I was thinking the opposite... that when they say they are "short of chips" it really means they don't have the module. And that when the modules finally come they could just pop them in.

I didn't occur to me that whoever makes the modules would ship them to Ford without the chips in them. I think my interpretation is more likely, but I don't have anything to back that up.

I doubt they would. If you order a module from a vendor (like a touch screen) you get the module not something half baked where you (ford/vendor purchasing) are expected to solder in additional semi conductors/chips after the fact.

Here's whats likely happening. Ford orders a 500k touch screen units. They land in a warehouse Ford owns and then are shipped off to different plants around the world. So the plant in Mexico might get 150k of them. Spain might get 150k etc. They arrive and are on a bunch of pallets and during the work day some dude is told, "Ok delivery X amount to the floor for line production and delivery Y amount to our holding lot where we have some dude installing them at the last minute."

If all they did was dump every new touch screen into a car in the holding lot then the assembly line would sit idle or new cars coming off would also have to hit the holding lot (undesirable). They are paying people to work not to sit around but also don't want to add additional steps. When you have resource constraints but don't want any one portion to sit 100% idle you have to decrease allocation across the spread of inputs (assembly line, holding lot, replacements shipped to service departments, etc) and as more modules come in allocate accordingly.

I do not work on automotive manufacturing but do work with ordering hardware and these kinds of modules from overseas which are then put into mass produced devices. The goal is to always keep the assembly line moving and ideally to do it without having to send every item off the line to a holding lot where further post processing is required.

I suspect there's also the case where on some cars (like Mazda CX5) you can order the car with the infotainment unit and navigation and the reality is that "navigation" add on is just a micro sd card and if they are backed up waiting for that I guess that could also be called a "chip" shortage but its a real stretch of words there.

Just my dumb 2 cents.

 

[Hoosier Daddy]

I feel sorry for the people that are still waiting. Not sure if my timing was right but I have had my Maverick XLT since November 27th. So far I`m very pleased with it , but I am concerned about parts being available if ( knock on wood ) if something happens to it. I have been driving my Ford Focus which I intended to sale until things get stabilized.

 

[DJF]

Hey, I'm all for it. I can't stand the process and I'm all for a direct buy program like Tesla has but you know, lobbying, money, it will never happen.

I wouldn't say never. I agree that it won't change anytime soon, but Ford is butchering this new model they envision of built to order for retail customers. And I'm not talking about chip shortages and supply issues. If enough people start spending elsewhere, they will have to change.

 

[DryHeat]

I never said anything specifically related to percentages but if you have a very small rural dealer that is allocated 2 Mavericks per month but has 20 orders overall quite a few people aren't getting their trucks any time soon. I also don't think Long McArthur is a good reference point, I believe that their allocations is far from the norm for that size of a dealer due to their specials and nationwide exposure. Look at Chapman, large dealer with a ton of allocation but national sales program with steep discounts and their allocation percentage is terrible, they have so many more orders than they can fulfill anytime soon. When I placed an order for a Bronco they told me that due to their below invoice pricing it could take me 5-6 years to actually get an ordered Bronco. I'm willing to guess that if you took a large dealer that wasn't advertising a national sales program with steep discounts you would find that the larger dealer will have a significantly higher percentage than the smaller dealer.

Are you talking about percentages, or aren't you? It seems like you are, so let's break down what you are saying about allocations at large and small dealers:

(1) You say large dealer Long McArthur (whose percentage matched my poor small dealer's) doesn't count because it is "far from the norm." (So I guess you know what the norm is, right?)

(2) You say large dealer Chapman has a terrible percentage. But that doesn't count either because, like Long McArthur, they have a national sales program. (Not sure I understand that.)

(3) But you are "willing to guess" that some hypothetical large dealer (unknown to us mortals) would surely have a significantly higher percentage than the small dealers.

There's a pattern here. The few facts we have don't fit your claims, so they don't count. But you're "willing to guess" that the facts we don't have would fit your theory just fine.

I don't have a dog in this fight. I hoped someone would provide factual information because I would really like to know whether the system is unfair to small dealership customers. Looks like I'll have to keep waiting.

 

[DryHeat]

[The units] arrive and are on a bunch of pallets and during the work day some dude is told, "Ok delivery X amount to the floor for line production and delivery Y amount to our holding lot where we have some dude installing them at the last minute."

That seems reasonable to me, and I hope that's how it works.

Some folks have suggested that all the units would go to the production line and that nothing would go to the trucks in the holding lot until the line was idle. I hope that's not how it works.

 

[FakeCowboy]

Are you talking about percentages, or aren't you? It seems like you are, so let's break down what you are saying about allocations at large and small dealers:

(1) You say large dealer Long McArthur (whose percentage matched my poor small dealer's) doesn't count because it is "far from the norm." (So I guess you know what the norm is, right?)

(2) You say large dealer Chapman has a terrible percentage. But that doesn't count either because, like Long McArthur, they have a national sales program. (Not sure I understand that.)

(3) But you are "willing to guess" that some hypothetical large dealer (unknown to us mortals) would surely have a significantly higher percentage than the small dealers.

There's a pattern here. The few facts we have don't fit your claims, so they don't count. But you're "willing to guess" that the facts we don't have would fit your theory just fine.

I don't have a dog in this fight. I hoped someone would provide factual information because I would really like to know whether the system is unfair to small dealership customers. Looks like I'll have to keep waiting.

I don't think you are getting the gist of what I'm trying to say. Prior to that post I said nothing about percentages. What I am saying is that comparing places like Granger, Long McArthur and Chapman to whatever podunk dealer you're referencing in your state is kind of silly. Chapman has probably taken wayyyyy more orders than they can realistically fill, even with their significant allocation. They're upfront about it, at least they were with me when I tried ordering a Bronco with them. I'm also saying that nobody knows and you'd see that if you read through my post history. I HAVE said that I suspect that allocation plays a bigger part than constraints. I think it's sad that people are placing orders at places like Granger, reeled in with ridiculous pricing and there's a good chance they won't see their order in this model year. I think it's foolish to try and make any kind of definitive sense of this like some are here, there are way too many variables.

What I DO know is that I ordered my Maverick from a large, metropolitan dealer with NO national sales program or crazy discounts and I received a production date two weeks after ordering in January and that's for a model with 4K towing, spray in bedliner and CP360, all of which are "supposedly" heavily constrained. I have also seen others order similar models from smaller dealers almost the same time as me and they have heard crickets. On top of that, I've also seen others order from Chapman and Granger around the same time as me and they ALSO have heard crickets. One guy ordered an ecoboost without the constrained items from Granger 2 weeks before me and he hasn't heard anything. If you interpret those things I just wrote hard enough you can see that the large dealer I ordered from that DIDN'T provide a crazy sales program and probably has an order rate more in line with their higher allocation gave me an advantage.

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