Are parts shortages delaying all broncos?

[Roundrocktx]

I work for a major semiconductor in sales. I can tell you that nearly all components are in short supply or are on allocation. The combination of covid, increased demand and tons of new products has sucked the pipeline dry.

In the case of semiconductors, it is impossible to ramp production quickly. For high tech components, it can take a couple years and billions of dollars before a new factory comes on line. This is probably the case with most factories. It can be a long process to increase production.

I had a problem with the sync in my f-150. I called the dealer i bought it from. They gave me an appointment that was 6 weeks out. I found another dealer,but it still took more than two weeks to get the replacement module. They told me they had several cars on the lot that did not run and needed parts.

if the home depot and lowes is like where I live, there were months at a time when they didn't have much wood or other material on the shelves. During this time prices have gone up by 2x-3x on some items due to the high demand.

I don't doubt that these same issues are affecting production of broncos. It only takes a shortage on one component or part to stop production.

I would have to assume that the price to build a bronco is going up too,, so ford's guarantee to hold price for '22 orders may end up being a decent savings.

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[Razorbak86]

No, just the ones with 5 wheels.

 

[Rednek]

And it seems like these shortages are not local but world wide,we have the same issues in Canada,had to postpone my deck rebuild last fall becauase of lumber shortages.On a dealer side parts that would normally be stocked or a day away are 7-10 days away or on backorder though Fomoco.

 

[3Dogs]

I work for a major semiconductor in sales. I can tell you that nearly all components are in short supply or are on allocation. The combination of covid, increased demand and tons of new products has sucked the pipeline dry.

In the case of semiconductors, it is impossible to ramp production quickly. For high tech components, it can take a couple years and billions of dollars before a new factory comes on line. This is probably the case with most factories. It can be a long process to increase production.

I had a problem with the sync in my f-150. I called the dealer i bought it from. They gave me an appointment that was 6 weeks out. I found another dealer,but it still took more than two weeks to get the replacement module. They told me they had several cars on the lot that did not run and needed parts.

if the home depot and lowes is like where I live, there were months at a time when they didn't have much wood or other material on the shelves. During this time prices have gone up by 2x-3x on some items due to the high demand.

I don't doubt that these same issues are affecting production of broncos. It only takes a shortage on one component or part to stop production.

I would have to assume that the price to build a bronco is going up too,, so ford's guarantee to hold price for '22 orders may end up being a decent savings.

When I first started on my so-called career, I worked for a IC manufacturer. My boss told me a (possibly apocryphal) story about one of their fab managers who was an electronics hobbyist, and was waiting on a kit he ordered. He waited and waited, and finally got frustrated and called the kit supplier. They said that they had all but one part. He asked which part it was, so he could call the manufacturer and find out what was going on. They told him, and he realized that he was the one who had put the part on hold...

***
As an aside, I used to work in e-beam lithography, and the companie's SOP was to put mask production on hold until approval by the customer. We had a stack of tapes that had been on hold for months. The day before Thanksgiving vacation, they came off hold and were now HOT. I called up the CSR, and asked them what they were going to do for me, if they expected me to come in over vacation and make their masks. The answer was “nothing.” So, I started them after vacation was over. The old adage applies:

 

[Newbie]

I work for a major semiconductor in sales. I can tell you that nearly all components are in short supply or are on allocation. The combination of covid, increased demand and tons of new products has sucked the pipeline dry.

In the case of semiconductors, it is impossible to ramp production quickly. For high tech components, it can take a couple years and billions of dollars before a new factory comes on line. This is probably the case with most factories. It can be a long process to increase production.

I had a problem with the sync in my f-150. I called the dealer i bought it from. They gave me an appointment that was 6 weeks out. I found another dealer,but it still took more than two weeks to get the replacement module. They told me they had several cars on the lot that did not run and needed parts.

if the home depot and lowes is like where I live, there were months at a time when they didn't have much wood or other material on the shelves. During this time prices have gone up by 2x-3x on some items due to the high demand.

I don't doubt that these same issues are affecting production of broncos. It only takes a shortage on one component or part to stop production.

I would have to assume that the price to build a bronco is going up too,, so ford's guarantee to hold price for '22 orders may end up being a decent savings.

 

[Corsair]

Not all, just the Broncos reserved on 7/14 or later.

 

[Erock]

We just abandoned our plans of building a new house because of these shortages. I’m sure it’s not fully due to material costs, but the estimate per square foot went up 30% over the past 12 months by the builder I had chosen. I know OSB sheathing cost is up by about 3-4 times what it was a couple years ago.

 

[rgwinn]

Well hard to say as the new Broncos are not in production yet. Hopefully they have been hoarding materials.

 

[rgwinn]

We just abandoned our plans of building a new house because of these shortages. I’m sure it’s not fully due to material costs, but the estimate per square foot went up 30% over the past 12 months by the builder I had chosen. I know OSB sheathing cost is up by about 3-4 times what it was a couple years ago.

In 2019 we bought 8 units of OSB at $6.40/sheet. It’s now $34/sheet at our local Lowe’s. Many builders out west have turned to steel studs

 

[Erock]

@rgwinn Exactly

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