Supply Chain Matters

JANUARY 19, 2024

Our Supply Chain Matters This Week in Supply Chain Tech column has had a brisk start in our 2024 postings, and we have added this supplemental posting. In our initial 2024 posting last week, we highlighted two acquisitions related to supply chain technology providers. All rights reserved.

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Supply Chain Matters

JULY 8, 2022

In this Supply Chain Matters posting we provide highlights of manufacturing and supply chain developments involving electric vehicle automotive producers at the 2022 mid-year point. Rivian Automotive. Orders for the 2023 model year sold out within hours and preorders for the 2024 model opened in late June.

Automotive 52

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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. Once more, the company has a stated goal to produce upwards of 22,000 vehicles in 2024. All rights reserved.

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Supply Chain Matters

FEBRUARY 19, 2024

The global automaker’s joint partner entity in China , SAIC Motor, had established the entity, SAIC Volkswagen Automotive, to originally produce vehicles in the region, but has since been winding down operations. © Copyright 2024, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. All rights reserved.

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ThroughPut

JANUARY 2, 2024

This includes manufacturers in the automotive, electronics, and aerospace fields and service providers within the healthcare and hospitality realms. The post Just-In-Time Management – How to Manage Inventory in 2024 appeared first on ThroughPut. Moreover, numerous other businesses across a spectrum of sectors also leverage JIT.

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Supply Chain Matters

MAY 13, 2024

In this industry specific Supply Chain Matters commentary , we provide perspectives on aerospace and commercial aircraft producer Boeing ’s added challenge in 2024, that being on the labor relations front. As noted in our prediction, the lens in 2024 further turns toward labor negotiations involving U.S. The future of a U.S.

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Supply Chain Matters

FEBRUARY 12, 2024

The Ferrari Consulting and Research Group highlights a 2024 prediction of added labor activism continuing across industry supply chains in 2024. With government trade policies favoring more domestic sourcing of deemed strategic supply networks such as semiconductor devices, there are already indications across the U.S.

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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. production worker hourly wages starting in January 2024.

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Resilinc

SEPTEMBER 13, 2022

market and secure redundant sources of supply. With the USMCA trade agreement providing greater certainty on trade rules and more transparency around labor and other ESG issues, OEMs in industries ranging from automotive to furniture, toys to medical products are growing their Mexico-based supply chains. Due to strong U.S. As new U.S.

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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

NOVEMBER 17, 2022

In this Supply Chain Matters posting, we highlight a rather significant reports indicating that Apple is considering sourcing of the chip fabrication of its advanced design semiconductor processers within the U.S. That plant is slated for a 2024 opening. within a period of two years, and the industry implications from such a move. .

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Supply Chain Matters

SEPTEMBER 19, 2022

The Supply Chain Matters blog provides another update on ongoing strategic sourcing and operational developments occurring among electric vehicle focused supply and production networks. Included in this update are Tesla , Rivian Automotive and Mercedes Vans , along with recycling technology start-up efforts.

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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. Indications from Lucid management are that the EV auto maker will have sufficient cash to fund operations through the first quarter of 2024.

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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 per hour, beginning on January 1, 2024. The global automaker who operates non-unionized facilities across the U.S. per hour, to $34.80

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Resilinc

JULY 26, 2022

Samsung follower SamMobile.com reports that Samsung is boosting its use of domestic Korean sources for expandable components in semiconductor manufacturing. ” That should be music to the ears of supply chain managers in automotive and other industry sectors struggling to catch up with the disruptions in chip supplies.

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The Logistics & Supply Chain Management Society

DECEMBER 21, 2021

As we finish 2021, the supply chain is front and center with challenges reported across the globe; across multiple industries from consumer products through to automotive. By 2024, 40% of APeJ-based supply chain forecasts will be automated through the use of artificial intelligence, improving accuracy by 5 percentage points.

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Supply Chain Matters

AUGUST 11, 2023

ESMC reportedly aims to begin construction of the fab in the second half of 2024 with production targeted to begin by the end of 2027, four years from now. One prominent area has been that of semiconductor design, fabrication, and assembly needed to support deemed strategic domestic industries and national defense needs.

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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. Plans established for 2024 were to increase production capacity to 85,000 vehicles.

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Supply Chain Matters

APRIL 3, 2024

Bob Ferrari © Copyright 2024, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. Today’s tragic event is yet another reminder of the importance for businesses fostering a cohesive supply network resiliency strategy for key materials. All rights reserved.

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Supply Chain Matters

SEPTEMBER 18, 2023

The government watchdog group indicated that the provincial and federal tax revenues generated by the joint investments would not equal the subsidy totals until the year 2043, assuming that production started in 2024. Reportedly, the original government estimate of breakeven payback for the VW investment was five years.

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Supply Chain Matters

DECEMBER 29, 2023

Aggressive Timeline According to Tesla , plans reportedly call for breaking ground for this facility in the first quarter of 2024 with production anticipated to commence in the fourth quarter. are more than likely to continue, and this particular development bears watching in 2024. From our lens, with the U.S.

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Supply Chain Matters

APRIL 14, 2023

Judging from this column’s updates since the start of this year, supply chain management technology is still garnering investment interest in Series A and Series B levels but our sources indicate that investment cycles are far more lengthy and rigorous, with an added focus toward time to profitability. while securing a $5.4

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Enterra Insights

DECEMBER 9, 2020

Most analysts believe the future looks bright for renewable energy sources. This means that ever-more of our energy system can become less reliant on traditional sources such as coal, oil, and natural gas, thereby reducing greenhouse gases in the atmosphere.”[3] ”[4]. ”[4]. ”[8]. New business models.

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Supply Chain Matters

JULY 21, 2023

Bart DeMuynck, Chief Industry Analyst at supply chain visibility provider project44 indicates that he expects retailers trying to keep shelves stocked to be hit the hardest if a strike does occur, followed by automotive makers that ship millions of aftermarket parts to dealers and parts retailers.

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Supply Chain Matters

FEBRUARY 14, 2024

Industry vertical concentration includes Automotive, Manufacturing and Logistics industry sectors. billion market valuation based on 2024 revenue expectations. © Copyright 2024, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. while securing a $5.4 All rights reserved.

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Supply Chain Matters

FEBRUARY 20, 2024

They are tenets which have been incorporated not only in automotive industry but other discrete manufacturing settings. Bob Ferrari © Copyright 2024, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. Other viewpoints or perspectives are certainly encouraged. All rights reserved.

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Supply Chain Matters

APRIL 29, 2022

Further weighting down financial results was Amazon’s ongoing equity stake in Rivian Automotive , which has ongoing supply chain challenges hindering production start-up volume goals. Intel CEO Pat Gelsinger indicated that the semiconductor chip shortage will last longer than expected, likely into 2024. “

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ToolsGroup

APRIL 1, 2022

28% of global retailers have tried to find alternative sourcing options due to supply chain issues (RetailNext, 2020). 49% of respondents were from the manufacturing industry, 16% from the mechanical engineering sector, and 11% from the automotive market. Source: Consultancy.UK. Image source: Fortune. Consultancy UK).

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Supply Chain Matters

JULY 20, 2023

After reporting record Q2-2023 production out and vehicle deliveries earlier this month , Tesla r eported all-time high automotive sales and added profitability performance in the recent quarter. Financial Headlines Total Automotive Revenues in Q2 were up 46 percent to $21.2 Total Net Income rose 20 percent to $2.7

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Supply Chain Matters

MARCH 13, 2023

Supply Chain Matters highlights Rivian Automotive ’s reported Q4 and full-year financial and operational performance along with plans for the next two years. billion in 2023, and reaching positive gross profit by 2024. Plans established for 2024 are to increase production capacity to 85,000 vehicles.

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Supply Chain Matters

FEBRUARY 28, 2023

Continuing our Supply Chain Matters highlights of the global wide automotive industry’s ongoing supply network and production transformation towards developing and producing electric powered vehicles, we highlight a recent announcement from Ford Motor Company. automotive market, but also to meet the incentive needs under the U.S.

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ToolsGroup

OCTOBER 10, 2022

Furthermore, the growing chip shortage is prompting the automotive industry to order surplus semiconductors—about 10 to 20 percent more than needed—to ensure inventory and safeguard production. Intel’s CEO says he expects the chip shortage to last into 2024 due to constrained availability of key manufacturing tools.

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Supply Chain Matters

MARCH 21, 2024

Global capacity constraints came to the forefront during the global wide Covid – 19 pandemic period, when a global wide shortage of such devices considerably impacted automotive production and other equipment output. Bob Ferrari © Copyright 2024, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog.

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Supply Chain Matters

OCTOBER 19, 2022

Supply Chain Matters has provided readers multiple commentaries focused on the shifting forces, both geo-political and industry generated, that are now providing short and longer-term impacts on the sourcing of semiconductor manufacturing and associated networks. sourced design technology for China ’s major chip designers and fabs.

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Supply Chain Matters

SEPTEMBER 8, 2022

In a Supply Chain Matters posting published on the day of signing into law by President Joseph Bidon , we noted the overall significance to high tech, consumer electronics, industrial and automotive supply networks among other industries. Most of this development and production capability in now concentrated in certain Asian. Bob Ferrari.

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Arena Solutions

NOVEMBER 3, 2020

AI by the end of 2024. To manage this complexity and support continuous product innovation, manufacturers need a single, secure source of truth to facilitate instant, transparent communication during design, test, prototype, and volume production stages. 1 data and analytics trend. [i]. Smart Products Bring Design Complexity.

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Supply Chain Matters

FEBRUARY 13, 2023

As far back as 2021, Supply Chain Matters has highlighted both the near-term tactical and strategic implications of the global wide shortage of semiconductors , particularly on the global automotive industry. As for this year, the report points to a slower start as non-automotive industry robotic needs have been falling-off.

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