akirby Posted February 16, 2022 Share Posted February 16, 2022 26 minutes ago, tbone said: The 2021 F150 had these features. They removed them for the 2022 model year. Then it was done on other vehicles a few years ago. I distinctly remember the discussions a few years ago. Quote Link to comment Share on other sites More sharing options...
tbone Posted February 16, 2022 Share Posted February 16, 2022 (edited) 1 hour ago, akirby said: Then it was done on other vehicles a few years ago. I distinctly remember the discussions a few years ago. It was my understanding this was being passed off as chip related option removal, but it is appearing more likely it is typical Ford decontenting in disguise, unfortunately. They removed them on my 2022 Superduty, and it sounded like this was a recent change, but I would have to research to confirm. Edited February 16, 2022 by tbone Quote Link to comment Share on other sites More sharing options...
akirby Posted February 16, 2022 Share Posted February 16, 2022 I do t think Ford ever said it was due to chip shortages - maybe somebody just guessed? Definitely cost cutting along with going to only one color. 1 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted February 16, 2022 Share Posted February 16, 2022 2 hours ago, akirby said: I do t think Ford ever said it was due to chip shortages - maybe somebody just guessed? Definitely cost cutting along with going to only one color. I think it's a mistake for Ford to keep decontenting. I guess they feel like customers won't notice/care, but we do. 1 Quote Link to comment Share on other sites More sharing options...
FordBuyer Posted February 16, 2022 Share Posted February 16, 2022 1 hour ago, rmc523 said: I think it's a mistake for Ford to keep decontenting. I guess they feel like customers won't notice/care, but we do. It's not so much decontenting as eliminating one standard feature and adding another. Ford has made many Co Pilot features as standard on most or all trim lines. So not surprising that Ford looks for ways to pay for these new safety features. Ford giveth and Ford taketh away. GM does the same thing. Quote Link to comment Share on other sites More sharing options...
Harley Lover Posted February 16, 2022 Share Posted February 16, 2022 5 hours ago, rmc523 said: I think it's a mistake for Ford to keep decontenting. I guess they feel like customers won't notice/care, but we do. My personal opinion is that the Escape and Explorer (examples mentioned here) both had unique issues: in the case of the Explorer, I suspect it was over budget in development (or lost platform mates with which to share development costs), and the interior was "sacrificed" to hit a budget target, with the assumption being 'we'll take care of the interior with the refresh'. On the Escape, I think it got lost in development hell with no internal champion to fight for its interior, and because of the segment in which it does battle, again cost constraints won out. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted February 17, 2022 Share Posted February 17, 2022 6 hours ago, Harley Lover said: My personal opinion is that the Escape and Explorer (examples mentioned here) both had unique issues: in the case of the Explorer, I suspect it was over budget in development (or lost platform mates with which to share development costs), and the interior was "sacrificed" to hit a budget target, with the assumption being 'we'll take care of the interior with the refresh'. On the Escape, I think it got lost in development hell with no internal champion to fight for its interior, and because of the segment in which it does battle, again cost constraints won out. I could believe those thoughts. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted March 17, 2022 Share Posted March 17, 2022 Great.......things are going to get worse..... https://www.autoblog.com/2022/03/17/japan-earthquake-auto-parts-makers-halt-production/ Quote Japan's Renesas Electronics Corp, Murata Manufacturing Co Ltd, Sony Group Corp and other precision parts makers halted some operations on Thursday after an earthquake jolted the country's northeast, the latest blow to the global supply chain. Even as Japan's dominance of consumer electronics had faded, manufacturers have carved out a world-leading niche in highly specialised components such as Murata's ceramic capacitors and Sony's image sensors. Thursday's production halt comes after pandemic-related component shortages have already hobbled production of autos and electronics globally. "An earthquake stopping production is a pure negative given components are currently selling as fast as you can make them," said Hideki Yasuda, an analyst at Ace Research Institute. The magnitude 7.4 temblor struck just before midnight on Wednesday east of the Fukushima prefecture, the same area that suffered Japan's biggest quake 11 years ago. Renesas last year emerged as a supply chokepoint after a fire broke out at its Naka plant in Ibaraki prefecture. The firm, which makes nearly a third of the microcontroller chips used in cars globally, said on Thursday it had temporarily halted production at two plants and partially stopped output at a third. Quote Link to comment Share on other sites More sharing options...
Deanh Posted March 17, 2022 Share Posted March 17, 2022 33 minutes ago, rmc523 said: Great.......things are going to get worse..... https://www.autoblog.com/2022/03/17/japan-earthquake-auto-parts-makers-halt-production/ didn't Ford invest $$$ into a manufacturing plant here to alleviate this issue?....granted that may take sometime but.... Quote Link to comment Share on other sites More sharing options...
FordBuyer Posted March 17, 2022 Share Posted March 17, 2022 2 hours ago, rmc523 said: Great.......things are going to get worse..... https://www.autoblog.com/2022/03/17/japan-earthquake-auto-parts-makers-halt-production/ This earthquake didn't seem too bad.....mostly 2 minutes of shaking and power outages. MI gets huge power outages all the time and in a few days it's back to normal. Hopefully that is the case as they estimate the damage. Quote Link to comment Share on other sites More sharing options...
thekingprawn Posted March 17, 2022 Share Posted March 17, 2022 Any ideas what chips and what models they go into? Quote Link to comment Share on other sites More sharing options...
Deanh Posted March 18, 2022 Share Posted March 18, 2022 On 3/17/2022 at 12:46 PM, thekingprawn said: Any ideas what chips and what models they go into? Im not 100% but what I was told is the chips are relatively generic but are basically a pre -requisite for anything electronic...apparently the chip manufacturers, when Covid hit...predicted the Car Manufacturers volume would drop dramatically , thus they funneled the supply to Electronic s manufacturers ie, your Big Screen manufacturers and the like, since everyone would be stuck at home....don't quote me on that...its just what was relayed to me...and then there was a cfactory that burnt down that was a major supplier...so that compounded the issue.. Quote Link to comment Share on other sites More sharing options...
thekingprawn Posted March 19, 2022 Share Posted March 19, 2022 1 hour ago, Deanh said: Im not 100% but what I was told is the chips are relatively generic but are basically a pre -requisite for anything electronic...apparently the chip manufacturers, when Covid hit...predicted the Car Manufacturers volume would drop dramatically , thus they funneled the supply to Electronic s manufacturers ie, your Big Screen manufacturers and the like, since everyone would be stuck at home....don't quote me on that...its just what was relayed to me...and then there was a cfactory that burnt down that was a major supplier...so that compounded the issue.. I know auto manufacturers gave up the production slots, then found out just how far back in the line they were when demand increased. Plus there was just way more demand because of the tvs, computers, etc. Heck, it took me a while to find a dang mic stand for my desk during that mess. I'll be glad when/if it all gets back to something closer to normal. I just ordered a Bronco Sport and will probably have to wait a couple of months just to get a build date and VIN instead of a delivery. It's a rather frustrating and disheartening experience so far, but one day that will change. Until then, the old guy on standing on his lawn in a bathrobe yelling at clouds will be me. Quote Link to comment Share on other sites More sharing options...
Montana85 Posted March 21, 2022 Share Posted March 21, 2022 Intel can’t get up and running quick enough. It’s exiting to see them bringing a chip manufacturing facility to Ohio. Unfortunately it doesn’t help us right this moment but it will help tremendously in a couple years. Going to be some really high paying jobs to boot. Quote Link to comment Share on other sites More sharing options...
FordBuyer Posted March 21, 2022 Share Posted March 21, 2022 On 2/16/2022 at 6:29 PM, Harley Lover said: My personal opinion is that the Escape and Explorer (examples mentioned here) both had unique issues: in the case of the Explorer, I suspect it was over budget in development (or lost platform mates with which to share development costs), and the interior was "sacrificed" to hit a budget target, with the assumption being 'we'll take care of the interior with the refresh'. On the Escape, I think it got lost in development hell with no internal champion to fight for its interior, and because of the segment in which it does battle, again cost constraints won out. The real strength of the Escape is the 4 drivetrain choices. With most rivals, you get 1 or 2 at the most. So maybe that is why they cheaped out a bit on the interior. They have slowly been correcting with appearance packages that have spruced things up a bit, especially the stealth package on the SEL. And they certainly are doing the same with the Explorer. Quote Link to comment Share on other sites More sharing options...
thekingprawn Posted March 21, 2022 Share Posted March 21, 2022 Well this doesn't help. Chipmakers' expansion plans met with supply chain struggles of their own | TechSpot Quote Link to comment Share on other sites More sharing options...
Harley Lover Posted April 11, 2022 Share Posted April 11, 2022 VW (and BMW) now say that chip shortage will last into 2024: Quote Volkswagen Group finance chief Arno Antlitz said supplies of semiconductors will not normalize until 2024, by which time there will still be a structural undersupply, Antlitz said in an interview with Boersen-Zeitung published on Saturday. Antlitz said he expects the semiconductor situation to ease this year and next year, but the shortage will continue into 2024 because chipmakers will not be able to meet rising demand for semiconductors even as more chip production comes on line. "We see a structural undersupply in 2022, which is only likely to ease somewhat in the third or fourth quarter," he said. "The situation should improve in 2023, but the structural problem will not yet have been fully resolved. BMW Group CEO Oliver Zipse made similar predictions in an interview with newspaper Neue Zuercher Zeitung published on Monday. "We are still in the height of the chip shortage," Zipse was quoted as saying. "I expect us to start seeing improvements at the latest next year, but we will still have to deal with a fundamental shortage in 2023." My inner conspiracy theorist can't help but wonder if chip supply is being either constrained or (over)consumed in a manner that is obviously detrimental to Western auto companies. https://europe.autonews.com/automakers/vw-expects-microchip-shortage-last-until-2024?utm_source=daily&utm_medium=email&utm_campaign=20220411&utm_content=hero-headline Quote Link to comment Share on other sites More sharing options...
Chrisgb Posted April 11, 2022 Share Posted April 11, 2022 33 minutes ago, Harley Lover said: VW (and BMW) now say that chip shortage will last into 2024: My inner conspiracy theorist can't help but wonder if chip supply is being either constrained or (over)consumed in a manner that is obviously detrimental to Western auto companies. https://europe.autonews.com/automakers/vw-expects-microchip-shortage-last-until-2024?utm_source=daily&utm_medium=email&utm_campaign=20220411&utm_content=hero-headline I think it is hitting Asian mfr's, too. The article below states that China's in house chip capacity is around 20%, only 5% in the automotive sector. They have been largely relying on their Western joint partners fo their chips. https://asia.nikkei.com/Business/Tech/Semiconductors/China-s-automakers-fight-supply-chain-chaos-with-in-house-chips Quote Link to comment Share on other sites More sharing options...
tbone Posted April 12, 2022 Share Posted April 12, 2022 14 hours ago, Harley Lover said: VW (and BMW) now say that chip shortage will last into 2024: My inner conspiracy theorist can't help but wonder if chip supply is being either constrained or (over)consumed in a manner that is obviously detrimental to Western auto companies. https://europe.autonews.com/automakers/vw-expects-microchip-shortage-last-until-2024?utm_source=daily&utm_medium=email&utm_campaign=20220411&utm_content=hero-headline I’m with you on that. Quote Link to comment Share on other sites More sharing options...
rperez817 Posted April 13, 2022 Share Posted April 13, 2022 On 4/11/2022 at 9:42 AM, Harley Lover said: My inner conspiracy theorist can't help but wonder if chip supply is being either constrained or (over)consumed in a manner that is obviously detrimental to Western auto companies. You can stop wondering, the expected chip "shortages" mentioned by the VW and BMW executives are result of the timeline associated with getting a new semiconductor fab fully operational (which can take 2 years or more) combined with rising demand from multiple industries around the world. Nothing more, nothing less. Quote Link to comment Share on other sites More sharing options...
akirby Posted April 13, 2022 Share Posted April 13, 2022 36 minutes ago, rperez817 said: Nothing more, nothing less. You don’t know that. The semiconductor companies can easily favor one set of customers over another in their allocations. 2 Quote Link to comment Share on other sites More sharing options...
rperez817 Posted April 13, 2022 Share Posted April 13, 2022 1 hour ago, akirby said: The semiconductor companies can easily favor one set of customers over another in their allocations. Yes, but the semiconductor companies cannot easily accelerate the timeline for getting new or updated fabs operational and final products distributed to customers. That's the underlying issue for what Arno Antlitz at VW mentioned. Quote Link to comment Share on other sites More sharing options...
akirby Posted April 13, 2022 Share Posted April 13, 2022 33 minutes ago, rperez817 said: Yes, but the semiconductor companies cannot easily accelerate the timeline for getting new or updated fabs operational and final products distributed to customers. That's the underlying issue for what Arno Antlitz at VW mentioned. That doesn’t answer the question Harley Lover posed and it’s not a question any of us can answer so stop pretending you know the answer. 1 Quote Link to comment Share on other sites More sharing options...
slemke Posted April 14, 2022 Share Posted April 14, 2022 I think the shortage will ease up later this year. Nvidia reported some not so good earnings for Q1 compared to expectations and demand is expected to fall throughout the year. Car max also reported fewer sales. Consumer confidence is declining as inflation, rising interest rates, and fear of a recession take their toll. Lower demand in other sectors will free up some chips for automotive use while demand for autos also declines. Quote Link to comment Share on other sites More sharing options...
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