Supply Chain Matters

NOVEMBER 16, 2023

Focused supported industries are noted as Retail, Automotive, Courier, Heavy Truck, Electrical Supply and other services industries. The Elite EXTRA suite is reportedly already integrated with Epicor Vision , the ERP software provider’s automotive parts distribution management platform. No financial terms were disclosed

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Supply Chain Matters

FEBRUARY 28, 2024

Supply Chain Matters highlights concerns raised by automotive industry interests regarding evolving component sourcing among China based suppliers within Mexico. Watching this evolving industry segment is prudent since history would indicate that this political dimension influences other moves and consequences, beyond that of automotive.

Mexico 52

Mexico Sourcing Strategies Manufacturing Procurement Sourcing 52

Supply Chain Matters

FEBRUARY 1, 2023

The Supply Chain Matters blog highlights breaking news developments involving FedEx and EV start-up manufacturing provider Rivian Automotive. UPS’s outlook for 2023 was an overall reduction in total revenue performance that that of 2022.

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Supply Chain Matters

APRIL 16, 2024

The aim is the ability to support the strategic supply needs in domestic based aerospace and defense, artificial intelligence and automotive supply networks. According to yesterday’s reporting by The Wall Street Journal ( Paid subscription ), the selling point for Samsung’s U.S. Under the provisions of the U.S.

Electronics 52

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Supply Chain Matters

SEPTEMBER 11, 2023

As we have pointed out in our automotive industry specific commentaries, global automotive and consumer electronics supply networks are coming together in terms of technology development and component supply needs. Once more, the need for skilled workers increases with the need for more automated production, assembly and testing.

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Supply Chain Matters

JULY 11, 2023

The Supply Chain Matters blog highlights Rivian Automotive’s reported operational performance in the latest quarter, but at the same time continued challenges in the months to come. We have to add that the automotive sector as a whole is now benefiting from an easing of prior key component shortages, especially semiconductor devices.

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Supply Chain Matters

NOVEMBER 14, 2023

Rivian Automotive is now free to sell its EV parcel vans to other parcel carriers, and added reinforcement from multiple ocean container shipping carriers that the existing industry volume declines could extend for two to three years. Increased automation of fulfillment services is cited as a further reason.

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Supply Chain Matters

SEPTEMBER 19, 2022

Included in this update are Tesla , Rivian Automotive and Mercedes Vans , along with recycling technology start-up efforts. Developments concerning automotive and commercial electric or hybrid powered vehicle producers, and their strategic sourcing and production moves, continue at a rapid pace.

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Supply Chain Matters

MAY 31, 2022

This is especially the case among certain global automotive companies dealing with a host of supply chain disruption and ongoing semiconductor device shortages. Rivian Automotive. In this posting we provide two recent examples of turnover among senior supply chain leadership that occurred n days of one another. . Thus far, $13.7

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Supply Chain Matters

JANUARY 18, 2023

Supply Chain Matters highlights reports that Rivian Automotive fell short of its 2022 vehicle production goal and that several top executives have departed the company, including the company’s purchasing head. In December 2021, the company announced plans to invest in a second U.S. production facility to be located east of Atlanta, Georgia.

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Supply Chain Matters

JUNE 29, 2023

Further, some industries are defining more direct control under the notions of supply chain vertical integration, or complete transformations of strategic supply networks in the case of global automotive industry manufacturers. Reportedly, much of this supply output activity is associated with automotive supply and production activity.

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Supply Chain Matters

MARCH 30, 2023

Supply Chain Matters highlights yet another automotive electric vehicle start-up having to initiate a significant headcount reduction in order to cut operating expenses. Lucid CEO Peter Rawlinson communicated in a company-wide email that the cuts would be directly communicated to impacted employees this week and would primarily involve U.S.

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Supply Chain Matters

APRIL 9, 2024

Automotive Industry Targeting The UAW announced increased organizing efforts after the labor union’s 2023 labor contract gains with U.S. Labor activism in the form of labor contract negotiations will continue in 2024, and include spillover from actions that occurred in 2023. automakers Ford Motor, General Motors and Stellantis.

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Supply Chain Matters

OCTOBER 11, 2022

For the global automotive industry specifically, an ongoing global wide shortage of needed semiconductor devices has constrained or delayed vehicle output levels. In the case of Tesla , it is a business model that shuns a nationwide or global dealer and automotive vehicle delivery and post-sales maintenance services network.

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Supply Chain Matters

AUGUST 16, 2023

Rivian Automotive ’s recent report on quarterly financial performance provides evidence that this EV start-up is showing signs that the company has done its homework in supply chain and production operations industry basics. © Copyright 2023, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog.

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Supply Chain Matters

NOVEMBER 2, 2023

According to reports from Bloomberg, Automotive News, Reuters and The Wall Street Journal , wages for most Toyota assembly line workers will increase from $31.86 The global automaker who operates non-unionized facilities across the U.S. per hour, to $34.80 per hour, beginning on January 1, 2024.

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Supply Chain Matters

SEPTEMBER 23, 2022

In recent Supply Chain Matters commentaries focused on automotive industry supply networks, we have focused on how the ongoing global wide shortage of semiconductor logic devices continues to provide noteworthy manufacturing, supply chain as well as financial impacts. Background. Broader Industry Perspectives.

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Supply Chain Matters

MARCH 6, 2024

Background In prior Supply Chain Matters commentaries, we have highlighted ongoing production and supply chain challenges related to high profile EV start-ups Rivian Automotive and Lucid. Electric vehicle company Fisker recently issued a going concern warning amid continued production and supply chain challenges.

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Supply Chain Matters

FEBRUARY 14, 2023

As Supply Chain Matters continues to highlight supply network transformation efforts being undertaken by major global automotive brands, the name Toyota has not been as visible for obvious reasons. Toyota also repeated as the top selling automaker in the U.S. market in 2022.

Cost Reduction Strategies 52

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Supply Chain Matters

JULY 21, 2022

In our prior commentaries related to supply network strategic sourcing, we, along with many others, have noted that the ongoing global-wide shortage of semiconductor devices needed for automotive, high-tech electronics and other industries have been elevated to strategic geo-political policy dimensions. Bob Ferrari.

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Supply Chain Matters

OCTOBER 20, 2023

As a comparison, the EV automaker’s automotive gross margin, excluding regulatory credits reached a peak of 25.1 The Q3 results included the reporting of a 44 percent decline in quarterly net income and a resulting 7.7 percent operating margin in the latest quarter. percent in the year earlier quarter, and have declined since.

Price Reduction 52

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Supply Chain Matters

APRIL 10, 2023

Tesla Senior Vice President of Automotive , Tom Zhu, who took up residence at the Shanghai auto factory during lockdown, was present at the announcement this weekend. The new factory itself has groundbreaking scheduled for the third quarter of this year with readiness for operation planned by the second quarter of 2024.

China 64

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Supply Chain Matters

AUGUST 26, 2022

Panasonic , which serves as one of the lithium-ion automotive battery suppliers to EV auto maker Tesla , outlined plans to construct a reported $4 billion electric vehicle facility in DeSoto Kansas that is expected create upwards of 4,000 jobs. production plans, each with a designated branded automotive partner.

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Supply Chain Matters

AUGUST 29, 2022

All of these collective announcements are added evidence of the coming together of high tech electronics, semiconductor and automotive global supply networks. LG Energy reportedly has battery joint development and supply agreements with automakers General Motors , Hyundai a nd Stellantis. All rights reserved. .

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Supply Chain Matters

MARCH 4, 2022

In January, Supply Chain Matters highlighted an announcement from electric vehicle start-up Rivian Automotive disclosing plans to invest in a second volume manufacturing facility be located near Atlanta, Georgia with production operations being planned for 2024. EV Start-Up Rivian Encounters Order Fallout From a Price Hike Decision.

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Supply Chain Matters

JANUARY 31, 2024

The Japan based automaker thus retains its global automotive industry’s recognition as the global leader in vehicle sales for four consecutive years running, outpacing rival global competitor Volkswagen. The automakers Toyota and Lexus branded vehicles accounted for 10.3 VW reported a 12 percent increase in 2023 vehicle sales of 9.2

Global 59

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Supply Chain Matters

MARCH 28, 2024

Our research arm’s published advisory, 2024 Predictions for Industry and Global Supply Chains has predicted added activism among various industries including the automotive sector. Workers After securing new ratified labor agreements among three major U.S. This week, the U.S.

Supply Chain Strategy 52

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Supply Chain Matters

NOVEMBER 2, 2022

Fast forward to 2022 and there is evidence that examples of the stumbles and of learnings from classic companies regarding a digital start-up like culture remain, particularly in the global automotive industry. The nuances are different. Ford Motor and Volkswagen AG. Added Thoughts.

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Supply Chain Matters

JANUARY 12, 2024

Parallel to such actions is the broad scale transformation of automotive production and supply networks required to support electric and hybrid powered vehicles. That seems obvious as U.S. and other global auto makers are already taking actions to appease workers.

California 52

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Supply Chain Matters

JULY 14, 2022

Panasonic , which serves as one of the lithium-ion automotive battery suppliers to EV auto maker Tesla , indicated plans to construct and fit a reported $4 billion electric vehicle facility in DeSoto, Kansas. The state reportedly has an established battery manufacturing presence with seven establishments employing upwards of 1,300 workers.

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Supply Chain Matters

SEPTEMBER 23, 2023

automotive supply chain footprint is the unique nature of existing auto assembly and supplier production sites where foreign based auto manufacturers have elected to primarily locate production within U.S. Specifically for the U.S. southern states where right to work and non-union labor laws are practiced.

Negotiating Skills 59

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Supply Chain Matters

JANUARY 25, 2023

Supply Chain Matters highlights a breaking news development involving Tesla’s existing Nevada based Gigafactory that will be of interest to Automotive EV manufacturers and their supply networks.

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Supply Chain Matters

APRIL 5, 2024

What may explain this increased concern is a prior Supply Chain Matters posting in late February highlighting reports indicating that China based automotive and other industry suppliers are being encouraged by dominant industry players to establish a presence in Mexico as a mechanism for both nearshoring and circumventing existing import tariffs.

Manufacturing Procurement 52

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Supply Chain Matters

DECEMBER 27, 2023

As global automotive producers and perhaps other industries will again come to discover, this period of post-pandemic labor activism is not likely to subside in 2024. This includes both business and political dimensions with major elections occurring.

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Supply Chain Matters

AUGUST 11, 2023

We referenced semiconductor and high-tech , EV focused automotive , and vehicle, including battery production, alternative energy including solar and clean energy, as likely regionalized over the one to five year horizon. Thus far, semiconductor and battery manufacturing regionalization are tracking way ahead on this prediction.

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Supply Chain Matters

APRIL 28, 2022

Noted was the company has increased orders for semiconductor fabrication needs in the HPC/Automotive segment while added investments in U.S. Quarterly revenue in the semiconductor business reportedly rose 39 percent while operating profitability increased 152 percent on a year-over-year basis. Electronic Display.

Electronics 52

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Supply Chain Matters

FEBRUARY 16, 2024

All of this is why our research arm has included within our 2024 Predictions for Industry and Global Chains Advisory , an industry-specific prediction that includes commercial aircraft supply networks, along with global semiconductor and automotive supply networks.

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