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Now we have March's sales number, but no production number.
In industries I've worked, one important rule of communication is that you don't say anything if you don't have good thing to say. Thus my read of the unspoken reality is that the latest production numbers are bad because of chip constraints.
That being said, I believe Ford would have to roll over a significant number of 2022 customer orders to 2023. To avoid upset customers too much, most people anticipate Ford will provide some kind of price protection for the rolled over orders.
Now, if your Ford, what are you going to do with the 2023 Model? Are you going to make substantial changes (upgrades)? You may lose your profit because the fore-mentioned price protection. You may also lose some production time because of re-tooling. In the meantime, customers are lined up to buy anything you make. Why bother?
Thus, my prediction of 2023 Model features are that there will be minimal change from 2022 Model, except bug fixing and a couple new paint colors
In industries I've worked, one important rule of communication is that you don't say anything if you don't have good thing to say. Thus my read of the unspoken reality is that the latest production numbers are bad because of chip constraints.
That being said, I believe Ford would have to roll over a significant number of 2022 customer orders to 2023. To avoid upset customers too much, most people anticipate Ford will provide some kind of price protection for the rolled over orders.
Now, if your Ford, what are you going to do with the 2023 Model? Are you going to make substantial changes (upgrades)? You may lose your profit because the fore-mentioned price protection. You may also lose some production time because of re-tooling. In the meantime, customers are lined up to buy anything you make. Why bother?
Thus, my prediction of 2023 Model features are that there will be minimal change from 2022 Model, except bug fixing and a couple new paint colors
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