Shortages Affecting Auto Production: Semiconductor, foam, etc

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Supply normality is one thing; leasing “normality” is another.

Would be surprising if none of the OEMs tried to capture more of the value that’s been going to dealers, by:

  1. Raising sticker prices, and/or
  2. Lowering RV and/or raising MF.

I can’t wait for a panel of bureaucrats to start inspecting exploded BOMs of every make/model, inventorying hundreds of microcontrollers, cross-tabbing them against their competitors and suppliers, and realizing along the way they don’t have the expertise nor tools to do this efficiently. Game on.

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Of course, I just think that by early to mid 2023 the OEMs will be able to manufacturer vehicles numbera like they did in January 2020. Pricing is a unknown.

And if they get through the complexity of it all they will discover it’s a global shortage that can only be solved by resolving the global supply chain issue.

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I’m not a linguistics professor but “by next year” is 3 months away.

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“What?! Most manufacturers buy their ABS microcontroller from the same company? Why is that? They sell one that works and has passed all the regulatory hurdles.”

I applaud the effort, I even know the person to lead it. The answers will not be shocking enough for a Buzzfeed article.

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How about jalopnik?

Remind me which media graveyard owns them currently? Verizon? Yahoo?

I give their headline writers credit: they get paid by the preposition, double for split infinitives.

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Gizmodo Media.

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$60,000 MSRP with 10K rebates. :rofl:

https://www.reuters.com/business/autos-transportation/gm-extending-blazer-production-halt-mexico-2021-09-30/

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GM, the largest U.S. automaker, said it will extend by two weeks a halt to Chevrolet Blazer sport utility vehicle production at its Ramos plant in Mexico because of the ongoing chips shortage as it resumes production at other North American plants.

Can only mean good things for resale value of my Blazer! Woohoo!

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Car companies “immediately pointed the finger at TSMC” for the shortage, TSMC chairman Mark Liu tells TIME in an exclusive interview. “But I told them, ‘You are my customer’s customer’s customer. How could I [prioritize others] and not give you chips?’”

best quote in the article.

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I might be a luddite still listen to radio, but no satellite radio is a deal breaker for me.
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I would love for that option to remain past shortages. I don’t remember when was the last time I took my radio from bluetooth or android auto. I always assumed that Sirius was paying manufacturers to be included by default.

Can’t you stream Sirius the same way from the phone and save 350?

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Isn’t it crazy to see their internal valuation of these components? Like, I would always take the $350 and get rid of satellite radio. And if I could save even $1, I would tell them not to bother with gesture control!

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The BMW SiriusXM is free for one year and after that if you ask for renewal you can get it for $5 a month usually. So it really doesn’t cost $350, I would not have a 60K build that doesn’t have it, but it’s just me. I’m curious since this is the first time I see Sat radio being impacted.

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Is that model dependent? I don’t think mine was a year. On the other hand I don’t care if they would have paid me $5 a month, I just have zero use for it and it’s just a thing that exists in a car because there was no option to get rid of it.

That thing is hilarious especially if you have a wife who gestures a lot when she talks. I turned gesture control off because she would trigger random things :slight_smile:

Overall my ideal music system in the car boils down to connect to bt, volume control, track control. With the phone setup to open certain things as soon as car’s bt is detected.

You can stream Sirius from the phone, after paying for it, as long as you have reception. XM is a fantastic option if you drive in areas with poor reception.