The Toyota Production model / JIT allows for inventory. One of the tenants of the model is short supply chains > long supply chains. Of course, thats tempting to ignore when some overseas factory can sell a widget for 25 cents less and then I make my quarterly bonus. Also, many JIT shops are...
Uhh, not according to Apple:
[Nov 6, 2022 Apple press release] CUPERTINO, CALIFORNIA COVID-19 restrictions have temporarily impacted the primary iPhone 14 Pro and iPhone 14 Pro Max assembly facility located in Zhengzhou, China. The facility is currently operating at significantly reduced...
I think they can win the comms game. I don't understand why Ford Marketing didn't take this as an awesome opportunity to promote the brand. They have verified Ford customers that are eagerly waiting some form of communication. Send out a Semi-monthly email saying "Got your order, nothing to...
I'm super patient with all of this. I knew it was going to be a slog going into it and don't have much sympathy for those that are impatient with the process. But I don't understand the lack of Ford Communication. It is an awesome marketing opportunity, you have customers that pre-ordered...
Chip shortage is real. Even a company with crazy high margins and the foresight to purchase tons of extra chips is having problems. The article is now a half a year old, but the point still remains...
I don't think its even possible to be "rolled over" into a MY2023 vehicle because there isn't an official MY2023 vehicle yet is there? It Doesn't sound like something Ford Co would do at all, especially without a formal statement.
Yes, of course Ford would rather have $5k over $1k. However, overall margin % is a very very important number as well, just as CAFE standards are an important number. Many posters are saying "Ford won't build mavericks because Ford only wants to build high margin vehicles". That logic does...
Low price does not equal low margin %. Its sometimes easier to make good margin on the cheaper products. For fun, lets say a base $10k car and a base $50k car have the same margin 10%. And a $1k option on both is 30%. If both vehicles get equiped with the same option the Cheap car is at...
Missing in the "Lean" or "Just in time" is the Toyota concept that suppliers close to you > suppliers far away from you. I'm sure everyone thought "chips are small, if they run late we can throw them on air transport".
For the most part, the people "waiting 9 months" are hybrid orders. And 100% of the people that are getting build dates after only waiting 2 weeks are EB orders. Order a vehicle Ford has more of, you get your order sooner.
Most profitable <> Most expensive. Most Profitable == Highest Margin % Vehicle. Very likely $70k F150, but possibly 2 Maverick Lux @70k > 1 F150 @ 70k in profit.