MORE FORD POLICE INTERCEPTOR UTILITY ORDERS BEING CANCELLED

[peterk9]

Thought this is an interesting development.

https://fordauthority.com/2022/11/more-ford-police-interceptor-utility-orders-being-cancelled/

Peter

 

[Sgt1411]

2023 Order Bank closed early because of this stuff. Supply Chain Issues again, can't get specific components to the PIU. Recently for MY 2022 it was AM/FM radios unique to the PIU. Crazy supply chain going on right now. Dodge Charger Pursuit delays due to a simple gasket for the headlight. Their order bank is closed right now too.

 

[peterk9]

I've noticed that our local Ontario Provincial Police (OPP) detachment has at least 1 new Durango police vehicle now.

Peter

 

[VCFP153]

Maybe I can sell mine to an agency and make a profit...

 

[Spacey]

Are other manufacturers having similar supply issues or just Ford?

 

[HarryN]

Its everyone.

The war in Ukraine is is using up a lot of capacity.

Each modern artillery shell has a pretty sophisticated guidance system and fusing. Surprisingly similar to firing a vehicle in terms of electronics.

3 - 6K per day.

On the Ford Transit site - there is talk about a general shortage of Eco boost engines.

 

[Sgt1411]

All three OEMs are having issues with production capacity. Its not just chips, its plant employees, transportation staff, train and truck shortages, you name it.

 

[cwescapexlt4x4]

All three OEMs are having issues with production capacity. Its not just chips, its plant employees, transportation staff, train and truck shortages, you name it.

It's just ridiculous but seems to be the "thing" of the times.... AZ is building chip plants to help having production on the mainland US to avoid this in the future.

 

[don_her]

Ukraine was the main supplier of wiring harnesses for at least German made cars, so thats ended now. I guess they also supplied car manufacturers in other countries.

Another thing many people overlook, chips are made of silica. Guess who's the largest supplier of silica in the world?

Yep. Russia.

As long as all kinds of trade bans are enforced, supply chain issues will remain as well and countries who don't mind dealing with Russia will have an advantage over those who enforce bans.

 

[HarryN]

It's just ridiculous but seems to be the "thing" of the times.... AZ is building chip plants to help having production on the mainland US to avoid this in the future.

It will help some, but isn't necessarily a solution for the auto industry.

For example, the wafer fab that TSMC is building in AZ is for 5 nm digital devices. In general that is not what is used or planned to be used in most automotive chips. They tend to use more mature devices that are more tolerant of temperature and voltage swings / spikes.

TSMC Completes Construction of 5nm Fab 21 in Arizona

TSMC holds topping-out ceremony on the construction of Fab 21

www.tomshardware.com

The auto industry drove down the price of chips specific to their needs so low that many of their suppliers went under. The equipment from those wafer fabs largely ended up in China.

Actually not just chips - the auto industry drives down supplier prices so hard that many have exited the business when they can.

 

[Sgt1411]

It will help some, but isn't necessarily a solution for the auto industry.

For example, the wafer fab that TSMC is building in AZ is for 5 nm digital devices. In general that is not what is used or planned to be used in most automotive chips. They tend to use more mature devices that are more tolerant of temperature and voltage swings / spikes.

TSMC Completes Construction of 5nm Fab 21 in Arizona

TSMC holds topping-out ceremony on the construction of Fab 21

www.tomshardware.com

The auto industry drove down the price of chips specific to their needs so low that many of their suppliers went under. The equipment from those wafer fabs largely ended up in China.

Actually not just chips - the auto industry drives down supplier prices so hard that many have exited the business when they can.

I saw an interesting article supporting your point exactly. The big Semiconductor chip makers like Intel were saying the automotive industry uses legacy (Old) chip architecture. Old by definition compared to what the chip makers are producing today. So Intel says "We will make lots more chips in the US but we are tooling up for new chips not the old ones GM, Ford, and Stellantis want". So all the part suppliers who build the components/modules for auto manufacturing have to redesign the modules for use with new chips, which isn't an overnight type of job. The domino effect is amazing when you think about it. Just look at the issues caused by the supplier of the FORD emblems not being able to produce a simple plastic emblem. How many F150's are sitting at Dearborn Test Track waiting for emblems, just crazy.