Supply Chain Matters

OCTOBER 11, 2022

This week, The Wall Street Journal citing China Passenger Car Association data, reports that the automaker’s Shanghai production facility delivered more than 83,000 total vehicles in the month of September, establishing a delivery record. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog.

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Supply Chain Matters

OCTOBER 25, 2022

The Wall Street Journal Logistics Report indicated late last week that: “ the backup of container ships off the Southern California coast that was at the heart of the U.S. It is becoming clearer that supply chain procurement and logistics teams elected to route import shipments thru either U.S. West Coast port operators.

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Supply Chain Matters

SEPTEMBER 9, 2022

Reporting of this Samsung development, The Wall Street Journal cited forecast data from industry trade group World Semiconductor Trade Statistics , indicating that global semiconductor sales are expected to grow upwards of 14 percent this year, amounting to $633 billion. with the recent passage of the CHIPS Act. . . All rights reserved. .

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Supply Chain Matters

MAY 3, 2022

Over the weekend, The Wall Street Journal highlighted ( Paid subscription or metered view) that China’s National Bureau of Statistics reported that the official manufacturing purchasing managers index, which tends to be weighted more toward large state-owned manufacturers, fell to a value of 47.4 China’s Specific Impact. Bob Ferrari.

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Enterra Insights

AUGUST 11, 2022

NOAA’s outlook for the 2022 Atlantic hurricane season, which extends from June 1 to November 30, predicts a 65% chance of an above-normal season, a 25% chance of a near-normal season and a 10% chance of a below-normal season. 4] Doyle Rice, “ The 2022 Atlantic hurricane season starts today. .” Denial of risk.”[6]

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Supply Chain Matters

MARCH 23, 2022

An added implication is cited data indicating that the average Asia-East Coast container vessel during 2020 and 2021 had average capacity levels of 9,390 TEU ’s and that 2022 ship sizes are expected to decline to 8,699 TEU ’s, thus requiring added unloading cycles. A separate report from The Wall Street Journal indicates that U.S.

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Supply Chain Matters

JUNE 29, 2022

Included in this June 29, 2022 edition are updates featuring the following providers: Logility and Starboard Solutions. billion, according to reporting from The Wall Street Journal. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. FedEx and FourKites. Wonder Group.

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Supply Chain Matters

NOVEMBER 4, 2022

Supply Chain Matters provides monthly highlight commentary and perspectives on published October 2022 global manufacturing PMI and supply chain activity indices. The October 2022 J.P. Separately, The Wall Street Journal reported that China’s economy grew 3.9 percent for 2022. percent for 2022. Bob Ferrari.

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Logistics Viewpoints

JANUARY 12, 2022

Last week, Clint Reiser published an article highlighting our 2022 supply chain predictions. Procurement and Supply Chain are Smarter Together – Practical Use Cases ; Dr. Madhav Durbha ( Coupa ). In a previous post , I made a case for how the Chief Supply Chain Officer (CSCO) and Chief Procurement Officer (CPO) are smarter together.

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Supply Chain Matters

APRIL 25, 2022

According to the latest reporting from The Wall Street Journal , local authorities are increasingly focused on having both manufacturers and the country’s logistical infrastructure focused on restoring a semblance of ongoing operations. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog.

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Enterra Insights

AUGUST 15, 2023

Engle , President of Conquest Cyber, explains, “The recent and still ongoing digital transformation of procurement, along with a steadily increasing number of bad actors, cyberattacks have been and will continue to be the dominant threat facing the industry in the coming years. 6] Jeffrey J. 6] Jeffrey J.

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Supply Chain Matters

JULY 11, 2023

In a mid-January posting, we alerted our readers to reports that Rivian fell short of its 2022 vehicle production goal and that several top executives had departed the company, including the company’s purchasing head. The company’s original commitment at the start of 2022 was to produce 50,000 vehicles, but that was cut at mid-year.

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Supply Chain Matters

MARCH 28, 2022

A cited quote from Murat Aksel, VW’s Procurement Chief , is a testament: “ We still want competitive prices, but my priority is securing supply. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. Volkswagen Acts. Without components, you can’t build cars.”. Added Takeaway. Bob Ferrari.

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Supply Chain Matters

FEBRUARY 24, 2023

The FAA is working with Boeing to determine any actions that might be required for recently delivered aircraft ” According to reporting by The Wall Street Journal (Paid subscription required) , the plane maker delivered three completed 787 aircraft in January after deliveries of 10 in December. percent value at the start of 2022.

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Supply Chain Matters

FEBRUARY 28, 2024

Inflation Reduction Act passed in 2022. The Wall Street Journal has now reported that BYD has set its sights on Mexico as a likely path for expansion into the North American market. The report notes that electric vehicles assembled in Mexico can qualify for U.S. The report: To Avoid Hefty Tariffs, China’s BYD Eyes U.S.

Mexico 52

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Supply Chain Matters

FEBRUARY 1, 2023

According to reporting by The Wall Street Journal (Paid subscription required) , CEO Raj Subramanium in email to existing management staff indicated that the carrier would reduce the size of its officer and director ranks while consolidating teams and functions. billion relative to its initial 2023 business plan. Shaw Group.

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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 In its reporting, The Wall Street Journal cited data from EY for Autos Drive America , a trade group representing BMW , Hyundai , and other foreign brands producing autos in the U.S.

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Supply Chain Matters

AUGUST 17, 2022

According to reporting by The Wall Street Journal , the contract manufacturer has managed to overcome some of the industry impacts of reduced unit sales of smartphones by concentrating on higher-end iPhone models produced for Apple demand needs. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog.

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Supply Chain Matters

APRIL 18, 2022

According to the announcement , Amoretty joined the company’s senior leadership team tasked to develop a production, operations and procurement vision for its supply chain to ensure multi-year growth, product line expansion plans and profitability. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog.

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Supply Chain Matters

APRIL 10, 2024

Background Throughout 2022 and 2023, we have highlighted for readers the various indications of Apple’s unfolding China Plus sourcing moves. We further called attention to a published report at the time by The Wall Street Journal indicating that Apple was aiming to eventually produce one quarter of iPhone production within India.

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Supply Chain Matters

JANUARY 13, 2023

This prediction area is a holdover from our 2022 Predictions advisory but in updated and more focused nuanced dimensions. The post pandemic product demand surge that occurred throughout 2021 and into early 2022, included long hours of continuous work demands and added stress which compounded the resignation wave. Prediction Background.

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Supply Chain Matters

AUGUST 29, 2022

Today, The Wall Street Journal reported (Paid subscription required) that global auto maker Honda Motor , in partnership with supplier LG Energy Solution , have initiated plans to build a U.S. The Journal report indicates that the $4.4 © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog.

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Supply Chain Matters

JANUARY 9, 2023

Supply Chain Matters highlights high tech and consumer electronics bellwether Samsung Electronics and its warning that Q4-2022 quarterly profitability and revenues would fall short of revised estimates. That profitability warning represented the lowest profit for the company since Q3-2014.

Electronics 52

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Supply Chain Matters

OCTOBER 19, 2023

Bloomberg, The Wall Street Journal and other industry specific media are reporting that Seattle based digital freight start-up services provider Convoy is preparing for a possible sale or other action. Supply Chain Matters highlights a breaking news development related to Seattle based trucking based Cloud platform provider Convoy.

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Supply Chain Matters

FEBRUARY 2, 2024

billion operating loss reported for 2022. billion in 2023 revenues, a 30 percent increase compared to slightly over $28 billion reported for 2022. Loss from operations declined considerably to $773 million compared to a $3.5 For the commercial aircraft business segment, the company reported $33.9

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Supply Chain Matters

FEBRUARY 25, 2022

We indicated that the implications of unprecedented, elevated levels of inflation levels will vary by specific industry, but taken as a whole, they present a number of complex product management, procurement and supply chain planning challenges that will need to be tackled. All rights reserved.

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Supply Chain Matters

FEBRUARY 14, 2023

That included the recently completed 2022 model year with the auto maker selling 7.6 market in 2022. Supply Network Implications According to the Journal report, Toyota ’s aim is toward integration of the supply network, including ownership of battery production and components vs that of an external supplier.

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Supply Chain Matters

SEPTEMBER 6, 2022

The Wall Street Journal reported this week (Paid subscription or metered view) that ocean container freight rates related to the most active global shipping lanes continue to decline amid what is traditionally considered the peak shipping period leading up to the holiday fulfillment season in the November-December period. Bob Ferrari.

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Supply Chain Matters

AUGUST 16, 2023

In a mid-January posting , we alerted our readers to reports that Rivian fell short of its 2022 vehicle production goal and that several top executives had departed the company, including the company’s purchasing head. The company’s original commitment at the start of 2022 was to produce 50,000 vehicles, but that was cut at mid-year.

Supply Chain Design Software 52

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Supply Chain Matters

JUNE 8, 2023

After revising both previously reported Q4-2022 and Q1-2024 GDP data, the European statistics agency Eurostat reported today that the combined 20-nation GDP for euro sector fell at annualized rate 0.4 percent in Q1 , having further declined in Q4-2022 after new revisions.

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Supply Chain Matters

NOVEMBER 14, 2023

Seasonal Holiday Hiring At Its Lowest Levels Following up on our Supply Chain Matters posting highlighting the National Retail Federation’s (NRF) November 2023 holiday spending forecast , The Wall Street Journal reported this week ( Paid subscription ) that the number of U.S. Delivery of these innovative vans began in July 2022.

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Supply Chain Matters

JANUARY 18, 2023

Then there is the speculation that the company’s stock has declined upwards of 25 percent in 2022 when the company’s senior executive’s have bonus structures pegged to stock performance. According to reporting from The Wall Street Journal , the median compensation for CEO ’s of the largest U.S. companies was $14.7 million in 2021.

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Supply Chain Matters

FEBRUARY 23, 2023

Background Global wide transportation and logistics costs increased at unprecedented rates during 2021 and 2022. During 2022, as consumers shifted their physical goods buying patterns away from products and into travel and services, global shipping volumes steadily declined and so did spot rates. billion in 2022, the company estimated.”

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Supply Chain Matters

JULY 6, 2022

Both Business Network CNBC and The Wall Street Journal , cited data from Cox Automotive indicating that sales of new vehicles in the U.S. According to reporting by The Wall Street Journal , the apparel maker is having to pay five times more in ocean container movements rates from pre-pandemic levels. billion to $1.9 Bob Ferrari.

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Supply Chain Matters

FEBRUARY 14, 2024

billion profitability performance during 2022. According to the reporting by The Wall Street Journal (Paid subscription) , Maersk’s profitability decline has more to do with new ship capacity coming into service this year as a result of ship acquisitions initiated during the prior 2-3 years. That compares to $9.8

Transportation 52

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Supply Chain Matters

FEBRUARY 7, 2023

As businesses report their financial performance for the 2022 final quarter and full year, Supply Chain Matters highlights Apple’s reported holiday focused quarterly financial and operational performance which disappointed investors. ISS further indicated that Cook has been paid 1,447 times more than the average Apple employee.

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Supply Chain Matters

NOVEMBER 9, 2022

Both The Wall Street Journal and Bloomberg are reporting that Taiwan Semiconductor Manufacturing Company (TSMC) , the globe’s leading advanced semiconductor device manufacturer, is considering investment in a second U.S. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. All rights reserved.

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