- First Name
- Jason
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- Jan 20, 2021
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- The Woodlands, tx
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- 1986 Bronco XLT
- Your Bronco Model
- Outer Banks
They don't have a parking lot big enough, since they can build them but not ship them out.I think that we are going to find that Ford both underestimated the initial demand and further underestimated the number of reservations that would be converted into orders by a large margin.
They realized their mistake far too late (around January when ordering went live). By March, the Webasto disaster was just becoming obvious to Ford. Far too late to really make the changes needed to make MY21 production targets.
We will be lucky to see more than 40,000 MY21 Broncos. I even think that is an optimistic estimate. I don't think that we can expect much more than 15,000 MIC tops, including the FE's. So that means that we will be lucky to see more than 8,000 2 door Broncos (depending on the split between 2 and 4 door MIC tops).
This is also the result of Ford not wanting to over invest in a new product line, only to end up with excess capacity and under utilized production capacity. Which seems to not be too far from the mark had they started at full production capacity in May. Unfortunately, there have been issues that have interfered with the ability to ramp up production.
Assuming that Ford has only 120,000 current orders in the system, they could run at 100% 2 shift capacity at 6 days/week for 30 weeks just to meet pre-production orders. I can't see this resolving anytime soon. It will be 4th quarter 2022 before production catches up.
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