2024 Ranger Total Retail Unscheduled Orders (2/19/24)

[Newface]

Ford's weekly commodity report shows 2,037 Total Retail USOB (Unscheduled Order Bank) orders excluding Raptor, as of 2/19/24. An increase of +126 retails in USOB since last week.

Retail USOB: Is the current mix of retail orders in the unscheduled order bank (USOB) at the time the report was run. The report only looks at orders that are “clean”, meaning they do not have a compatibility error, material hold or on 99 priority code.

See previous report.

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[ec99]

Ford's weekly commodity report shows 2,037 Total Retail USOB (Unscheduled Order Bank) orders excluding Raptor, as of 2/19/24. An increase of +126 retails in USOB since last week.

Retail USOB: Is the current mix of retail orders in the unscheduled order bank (USOB) at the time the report was run. The report only looks at orders that are “clean”, meaning they do not have a compatibility error, material hold or on 99 priority code.

See previous report.

Can’t wait for some of those 126 to get build dates before a lot of us

 

[DockDog]

DETROIT/SAN FRANCISCO, Feb 3 2023 (Reuters) - Ford Motor Co's disappointing quarterly results underscored that disruptions caused by the global semiconductor shortage are still bedeviling automakers, but some are suffering more than others.

Ford said on Thursday it left billions of dollars on the table that were within its control and blamed a 100,000 vehicle shortfall in its fourth-quarter volume mostly on the inability to obtain enough chips.

"We're going to see in 2023, there is still going to be volatility around chips," Ford Chief Financial Officer John Lawler said on Thursday. "I know there's been a lot of discussion about 'Well, the chip supply issue is over,' but on the larger, older nodes that are primarily the chips we use in the auto industry there is still capacity constraints."

"We're working to get access to as much as we can through the spot market and the broker market," he added. "It's hand-to- hand combat."

Ford and other automakers dialed back production after the COVID-19 pandemic hit in 2021 and chipmakers responded by shifting shipments to the consumer electronics industry. The auto industry has been playing catch-up ever since, although some companies have talked about a slow improvement in supplies as the shortage enters its third year.

By the end of 2023, almost 18 million vehicles will have been removed from production plans since the chip shortage started, according to Auto Forecast Solutions.

Asked why Ford seemed to be hit more than other automakers, a company spokesman said the issues did not hit all companies to the same degree at the same time, and acknowledged others moved faster after COVID-19 hit to secure chips.

Ford executives said on Thursday they had opportunities to further cut supply-chain costs. Lawler said higher shipping costs on chips and the manufacturing disruptions Ford caused its suppliers were part of $1 billion in premiums paid by the Dearborn, Michigan-based automaker last year.

"While these issues are by no means restricted to Ford, it does appear to have been disproportionately impacted in 4Q," J.P. Morgan analyst Ryan Brinkman said in a research note. "We expect these issues to continue into 2023, but abate as the year progresses."

This article was written a year ago and yet I believe it confirms my theory as to why we do not have our G6 Rangers at this point in time and likely not to get them until the chip supply is guided to Rangers and not Broncos.

Just my opinion I could be wrong

 

[jrRaptor]

Personally I don't buy the chip theory. So there's a holding lot outside of MAP full of trucks waiting for a microchip or 2? Rework like that is a logistical nightmare.

 

[Wayfaring Ranger]

Car manufacturers wasted no time complaining about chip shortages from 2020-2023. If it was still an issue, they'd still be shouting it from the rooftops as the excuse to their shareholders. We wouldn't need a use a year-old article to speculate. If neither Ford nor any other manufacturer are talking about shortages, they probably aren't an issue anymore.

The media event and a higher attention to QC are much more likely to be the issue we're experiencing, both of which have been rumored from people who get info directly from Ford.

 

[Scotty piffin]

they would reduce production if there was a substantial chip shortage that made the vehicles undeliverable not ramp it up like they are doing. why would a news story from a year ago mean anything today? They would not build a ton of cars then go back and put chips in.

 

[Mikefili]

Personally I don't buy the chip theory. So there's a holding lot outside of MAP full of trucks waiting for a microchip or 2? Rework like that is a logistical nightmare.

big companies like ford are exceedingly good at applying relentless preasure on suppliers to get what they want when they want, they will threaten to not purschase another bit of product from them if they do not get their products delivered, they can ruin a subcontract producer almost overnight if they don't get what they want when they want it. they will even buy a supplier if necessary, I do not buy that excuse any longer.

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