Latest Bronco Production Key Commodity Constraints (7/3/23)

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[Gr8Hortoni]

I’m just catching up on things again. Are manuals spent for this year, is that what this is saying?

 

[Brian’sBronco]

I’m just catching up on things again. Are manuals spent for this year, is that what this is saying?

Yes manuals and Base trim were allocated to orders before 3/27, neither were available to order when ordering opened back up and nothing has been confirmed they’ll be available for MY24.

 

[RagnarKon]

I’m just catching up on things again. Are manuals spent for this year, is that what this is saying?

Yup.

The official word is they opted to simplify Bronco production ahead of the 2024MY Ranger launch, which should start production this month. (Ranger and Bronco are built at the same assembly plant and Ranger is all-new this year.)

Ford did suggest manuals will be back for 2024MY, but nothing confirmed at this point. 2024MY order banks are expected to open late summer.

 

[Gr8Hortoni]

Yup.

The official word is they opted to simplify Bronco production ahead of the 2024MY Ranger launch, which should start production this month. (Ranger and Bronco are built at the same assembly plant and Ranger is all-new this year.)

Ford did suggest manuals will be back for 2024MY, but nothing confirmed at this point. 2024MY order banks are expected to open late summer.

thanks guys. Just getting back into the game, I really hope the Manual is coming back. That changes my whole game plan if it doesn’t. Appreciate the feedback.

 

[Bronco_Parkin]

Looks like hard top and sas are the biggest constraints if I’m readying this correctly?

 

[HBTFD]

Interesting that 2 door demand and capacity are even.

 

[abz]

Order confirmed 4/10/2023, 4Dr BD Mid 2.7 Adv 4x4 MIC, unschuled-clean, dealer won't say about their allocations, just said "your Bronco is likely to be schduled early 2024"...

So if I change to a 2Dr I have better chance but still at odds with Adv 4x4... If I read the chart right, 80% of Adv 4x4 in order banks will be built

 

[RagnarKon]

Order confirmed 4/10/2023, 4Dr BD Mid 2.7 Adv 4x4 MIC, unschuled-clean, dealer won't say about their allocations, just said "your Bronco is likely to be schduled early 2024"...

So if I change to a 2Dr I have better chance but still at odds with Adv 4x4... If I read the chart right, 80% of Adv 4x4 in order banks will be built

Keep in mind the constraints change each scheduling period (roughly once a month).

So it could be fine this month… but then next month they start producing more 4-door hard tops and then suddenly 2-door becomes constrained again.

You really need to look back at the past several scheduling periods to get a real feel for what components are on-going problems.

 

[Wardognal]

This is like watching the game of musical chairs.

 

[Wardognal]

Order confirmed 4/10/2023, 4Dr BD Mid 2.7 Adv 4x4 MIC, unschuled-clean, dealer won't say about their allocations, just said "your Bronco is likely to be schduled early 2024"...

So if I change to a 2Dr I have better chance but still at odds with Adv 4x4... If I read the chart right, 80% of Adv 4x4 in order banks will be built

Of the 16K+ unscheduled current orders with 4x4 64% will be built. Meaning of the 16% of the current orders are not going to be MY23 .

 

[abz]

Of the 16K+ unscheduled current orders with 4x4 64% will be built. Meaning of the 16% of the current orders are not going to be MY23 .

yea, 64% of the unscheduled will have Adv 4x4, but 79% are ordered

 

[TXshaggy]

Interesting that 2 door demand and capacity are even.

Could simply be that dealers are abiding by their 2 door allocations…

 

[swamp2]

Of the 16K+ unscheduled current orders with 4x4 64% will be built. Meaning of the 16% of the current orders are not going to be MY23 .

You are reading the data wrong. 79% of the ~16k outstanding orders are indeed for Advanced 4x4, the capacity to build Adv. 4 x 4 is 64% of the total remaining '23 build totals. That is about 10k/month x 4 months or about 40k (production of '23s will end in Nov. and this assumes Ranger production will not drastically affect Bronco production). 64% of 40k is ~26k. So you should compare ~13k orders to ~26k capacity (specifically for Advanced 4x4).

 

[StevieWonder]

Sooo if I’m correct. There’s roughly 980 B left in the order banks? I have to get scheduled soon right?!?! And I have a softie

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