The Morning After: Bronco Production News Update and Notes [June 16]

[Will2497]

- With 125,000 reservations converted to orders, we could be looking at late Q2 2022 for completion of reservations as long as no other major constraints pop up. Earlier estimates were mid- to late-Q3.

As a late reservation holder (mid November), this is great news! Hopefully I'll have mine by the end of April next year when my current car registration needs to be renewed and emissions test is due (thanks a lot Illinois )

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[TripleB]

Thanks for the update. I just want a 2021, not a 2022. I want the 1st G6 year. Come on MIC tops...

 

[@BadBlueBronco]

More fantastic news I can take into my vacation.

 

[KDAber64]

Thanks Ross! Good info once again!

 

[Tricky Nick]

As a drummer, I love you are sell great percussion instruments and are helping keep music alive in schools!

As a Bronco order holder with an ever-moving build date, I am very grateful for the time, effort and consideration you have shown at helping us get threw this process with great knowledge...Thank You!

 

[Ripcurl]

Expect 2 door MIC tops to lag behind 4 door MIC tops for the summer.

Have we heard why the MIC is an issue even just based on 2DR vs 4DR?

Something ominous with the different dimensions or just what they chose to focus on for now?

 

[Portapot]

Dude, Ford needs to pay you. Seriously. Hell, I bet most of us would be willing to pay you for the information you provide. Both good and bad. Thanks!

Amen, I think all of us at this point can handle negative news, we just want transparency and this post offered that. Ford should learn from this. I think most of us went into this with enthusiasm and trust in Ford and both have erroded quite a bit, despite the valiant efforts of its MAP workers. They can build back that trust by being more transparent with us. First I heard of any floor pan issues in 2 Door, did Ford disclose that?

 

[TennesseeBronco]

Amen, I think all of us at this point can handle negative news, we just want transparency and this post offered that. Ford should learn from this. I think most of us went into this with enthusiasm and trust in Ford and both have erroded quite a bit, despite the valiant efforts of its MAP workers. They can build back that trust by being more transparent with us. First I heard of any floor pan issues in 2 Door, did Ford disclose that?

This is the type of information the Bronco brand manager should be giving us. Yeah, I'm looking at you. Haven't heard a peep in forever.

 

[Beach_Bum]

Amen, I think all of us at this point can handle negative news, we just want transparency and this post offered that. Ford should learn from this. I think most of us went into this with enthusiasm and trust in Ford and both have erroded quite a bit, despite the valiant efforts of its MAP workers. They can build back that trust by being more transparent with us. First I heard of any floor pan issues in 2 Door, did Ford disclose that?

Boss Ross did a few days ago. It was a transport issue. It has been identified and corrected.

 

[TonyWonder]

Just a really solid and well written update. Perfect way to start the day. Thanks for sharing!

 

[drive21bronco]

Best part of the day is hearing from @PREMiERdrum

 

[Slater]

OP, Thank you for all the info. Very much appreciated!

 

[Bronco4]

While I'm sure it's little solace to those with early reservations and still no VIN, yesterday's announcement was a huge step forward in Bringing Back Bronco. While there is a LOT to be excited about, it's worth tempering our expectations a bit a lot of yesterday's info.

Production:
- MAP is currently pushing out about 125 a shift, and that will swell to 150 a shift by Friday. The next stepped target increase will be 200 per shift, but don't look for them to ramp up to that too quickly. MAP has a sterling reputation for quality and management won't sacrifice that for speed.
- Bronco's body shop (remember that Bronco and Ranger have fully separate body shops that "Y" feed onto one final assembly line) hit over *300* bodies completed during a single shift yesterday, a major milestone in getting the entire operation up to full speed. Body won't be pushing out these numbers consistently until Final Assembly can keep up, but the systems are working.
- With 125,000 reservations converted to orders, we could be looking at late Q2 2022 for completion of reservations as long as no other major constraints pop up. Earlier estimates were mid- to late-Q3.
- There was understandably a lot of enthusiasm yesterday when the early production stats showed 35% of rigs produced up to that point were 2-door models. However, please understand that this ratio was skewed by production of the dealer demo units (many of which were 2 doors). 2-door production will remain constrained by roof issues. See below.

Constraints:
- Roofs. While Tow, Squatch, and Lux packages are running a bit behind demand, the MIC hardtop remains the biggest constraint in getting your rig. Webasto's Plymouth plant is fairly well staffed now with training ongoing, but the pace of MIC tops built by Ford employees (mainly coming from Flat Rock) over their shut down won't be matched for a while. Expect 2 door MIC tops to lag behind 4 door MIC tops for the summer.
- In a bit of good news for the 2-door crowd, the floorpan issue has been addressed to satisfaction.
- I have not heard a completely firm answer on the MY22 mod tops, but it's looking more likely that they'll come out of Plymouth as originally planned instead of trying to get a new supplier moving this late in the game. With Ford's continued presence at that plant, I'm optimistic that this is the better course of action.

The Bronco Brand:
- Conquest results of both Sport sales and Bronco 2/4dr reservations is widely outpacing targets, showing strong proof of concept in the 3-model launch portfolio. Warthog's announcement isn't too far off, and I expect we could see the next member of the Bronco family debut in the next 18 months (even if in concept form).
- The bespoke "Bronco" showroom options - developed by Ford at the request of dealers - will play a part in the brand's second wave of growth as first wave deliveries wrap up. I can't say too much more, but these will be much more than upfitting and accessory displays.

Going Forward:
Things are really moving now. If you're an early reservation holder who didn't defer to MY22 for the mod top, you should be hearing something in the next few weeks of scheduling. If you had an order (mostly 2 doors) pushed from June to July to August, there's hope that you'll be pulled back forward once roof supply picks up a bit. The last wave of delays was more of a "worst case scenario" to avoid even more disappointment. I would expect targets and dates from here on out to be sandbagged a bit in the hope of overdelivering.

Most positive Thread I have read because of your incite and info. Thank you and your sources for keeping us in the loop as much as possible. Much Thanks.

 

[rgalvinmi]

I have a July 19 reservation, 4 door base, soft top, squatch, 2.3......wonder when I could expect to get my Bronco....? Just guesses from folks are great!

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