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SAP Announces Launch of 2024 Corporate Restructuring

Supply Chain Matters

Ambition 2025 Initiative Also, in conjunction with the reporting of full year 2023 financial results, the German tech provider updated its Ambition 2025 initiative, a longer term plan provided to this tech provider’s key and likely influential investors. billion that includes share-based compensation.

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Honda Announces Plan for EV Factory in the U.S.

Supply Chain Matters

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 The Journal report indicates that the $4.4 based battery production facility.

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Supply Chain Matters News Capsule Follow-Up- February 24 2023

Supply Chain Matters

We noted in our update that while the Boeing 737 program is reportedly stabilizing at a production rate at 31 aircraft per month with plans to ramp production to approximately 50 per month in the 2025/2026 timeframe, the wide body 787 Dreamliner program continues to experience challenges. Labor Department has now reported that U.S.

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AI and IoT on the Cutting Edge

Enterra Insights

billion units by 2025, a sharp jump from the 13.8 ” They note, “In comparison, non-IoT connections include smartphones, laptops, and computers, with connections of these types of devices set to amount to just over 10 billion units by 2025 – three times fewer than IoT device connections. .”

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Toyota Changes Supply Strategy for New Battery Facility

Supply Chain Matters

Production within this facility is scheduled to begin in 2025 with a capacity of 30 gigawatts-hours of batteries annually. The reported strategy is to construct 14 assembly lines that can produce batteries for either hybrid, plug-in hybrid, or fully electric powered vehicles.

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Consumer Credit, Generation Z, and the Consumer Packaged Goods Sector

Enterra Insights

Globally, Gen Z is growing fast: Gen Zers will make up a quarter of the population of the Asia–Pacific region by 2025.”[7] What Is Going On in Seven Charts ,” The Wall Street Journal, 16 August 2023. [4] The generation spans a wide range: the oldest Gen Zers have jobs and mortgages, while the youngest are still preteens.

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Labor Activism Turns to U.S. Automakers

Supply Chain Matters

According to The Wall Street Journal , thus far GM has offered a 10 percent wage increase while Stellantis offered 14.5 GM is forecasting zero EV profits until 2025, and is counting on a minimum of and added $2 billion in cost-reductions to make the company’s profitability targets. percent and Ford offered 9 percent.