Supply Chain Matters

MAY 31, 2022

Last week both Bloomberg and The Wall Street Journal reported the departure of yet another senior manufacturing executive at Rivian Automotive as well as an overall reorganization. As noted in our January update, the manufacturer announced the news that the Chief Operating Officer had departed the company in December 2021.

Manufacturing Procurement 52

Manufacturing Procurement Procurement Analytics Procurement Solutions North America 52

Supply Chain Matters

SEPTEMBER 6, 2023

The August numbers once again signal a continued downturn in global manufacturing conditions as output and new order rates continue to fall. From our lens, the August data further reflects ongoing shifts in production sourcing within specific industry sectors. That stated, global output levels fell for the third consecutive month.

Manufacturing Procurement 52

Manufacturing Procurement Optimal Sourcing Global Price Reduction 52

Resilinc

DECEMBER 6, 2021

Three of the world’s largest automotive manufacturers—Ford, GM, and Hyundai—have recently announced plans to gain more control over the semiconductor supply chains through partnering and vertical integration. Of the three companies, Ford and GM have announced specific plans, with each taking different approaches. and Apple Inc.

Sourcing Strategies 62

Sourcing Strategies Manufacturing Procurement Supply Chain Strategy Supply Chain Design Software 62

Supply Chain Matters

DECEMBER 4, 2023

In our prior highlights and perceptions of September and October published indices , we observed that the numbers once again signaled continued contraction in global manufacturing output and product demand levels. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. in November.

Procurement Analytics 59

Procurement Analytics Manufacturing Procurement Report Global 59

NC State SCRC

DECEMBER 15, 2022

In today’s Wall Street Journal , I was interviewed regarding a case that was just filed against Amazon by a large robotics , claiming that the e-commerce giant backed away from promises made early in the Covid-19 pandemic to support the supplier with millions of dollars in new purchases.

Forecasting 52

Forecasting Forecasting Software Inventory Reduction Manufacturing Procurement 52

Supply Chain Matters

MARCH 6, 2024

According to a published report by The Wall Street Journal ( Paid subscription ), this asset light company has recently elected to transition its business model to an auto dealership based vehicle distribution model. The company reported a cash balance of slightly over $325 million at the end of 2023.

Sourcing Strategies 52

Sourcing Strategies Austria Supply Chain Planning Software Manufacturing Procurement 52

Supply Chain Matters

OCTOBER 6, 2023

With the closing of the third quarter, the numbers once again signal added contraction in global manufacturing output as product demand levels weaken. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. This index has now remained below the 50.0

Manufacturing Procurement 59

Manufacturing Procurement Global Optimal Sourcing United Kingdom 59

Supply Chain Matters

JULY 6, 2023

Global Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. Morgan Global Manufacturing PMI® , compiled by S&P Global in association with ISM and IFPSM , provided a banner headline of renewed contraction as production conditions worsened by the end of Q2. in May to a value of 57.8

Manufacturing Procurement 52

Manufacturing Procurement Optimal Sourcing Global Price Reduction 52

Supply Chain Matters

JUNE 29, 2023

Background Within our research arm’s January 2023 published advisory, 2023 Predictions for Industry and Global Supply Chains , we included a prediction that manufacturers would seek more direct control and added resiliency of their component or outsourced production supply networks in 2023. destinations are on the rise. and Canada.

Sourcing Strategies 52

Sourcing Strategies Price Reduction Mexico Supply Chain Strategy 52

Supply Chain Matters

NOVEMBER 9, 2022

Supply Chain Matters highlights published reports indicating that leading semiconductor fab and device manufacturer TSMC is eyeing a second fab production presence in the U.S. With semiconductor sourcing capability being viewed as “the new oil” in geo-political trade the dynamics are ever changing. based fabrication facility.

Sourcing Strategies 52

Sourcing Strategies Manufacturing Procurement Cost Reduction Strategies Report 52

Supply Chain Matters

APRIL 13, 2023

Background In early December of 2022, we called Supply Chain Matters reader attention to published reports acknowledging that consumer electronics giant Apple was accelerating actions to source some hardware production outside of China. Reportedly, the current goal is to have upwards of 25 percent of iPhones assembled in India by 2025.

India 52

India Manufacturing Procurement Sourcing Strategies Report 52

Supply Chain Matters

AUGUST 24, 2022

Supply Chain Matters provides our readers added perspectives on this week’s reports indicating that Apple has initiated plans for production of the upcoming new model iPhone14 to be sourced from both China and India. Apple declined to comment on either the Bloomberg or Wall Street Journal published reports.

India 52

India Supply Chain Planning Software China Supply Chain Planning 52

Supply Chain Matters

AUGUST 11, 2023

TSMC to Construct its First European Chip Fabrication Facility Industry leader Taiwan Semiconductor Manufacturing Company’s (TSMC) announced this week that the Taiwan based producer will construct its first European based chip facility that will be located in Germany. The fab will be operated by TSMC. legislation, hence the delay.

Supply Chain Planning Software 52

Supply Chain Planning Software Supply Chain Planning Scenario Planning Material Savings 52

Supply Chain Matters

MAY 5, 2023

Global Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. Morgan Manufacturing PMI® , compiled by S&P Global in association with ISM and IFPSM , provided a banner headline of global manufacturing output edging only slightly higher. That stated, the reported value of 49.6 declined 1.5

Manufacturing Procurement 52

Manufacturing Procurement Global Supply Chain Optimization Supply Chain Strategy 52

Kinaxis

AUGUST 11, 2017

The outcome is expected to either significantly impact an existing automotive supplier network or prompt manufacturers and suppliers to move or begin operations. By further increasing its production capacity in the U.S., The Wall Street Journal reports that at least 11 states are in talks to land the manufacturing plant.

South Carolina 135

South Carolina Supply Chain Planning Software Supply Chain Software Manufacturing Procurement 135

ToolsGroup

DECEMBER 20, 2021

Carriers responded by canceling capacity, but demand was back by July, and importers found themselves scrambling for equipment. . When capacity was cut, so too was the empty supply of containers back to Asia. Image source: Bloomberg. Image source: American Journal of Transportation. The result? .

Supply Chain Disruption 194

Supply Chain Disruption Supply Chain Planning Software Supply Chain Design Software Supply Chain Software 194

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

Supply Chain Design Software 52

Supply Chain Design Software Price Reduction Cost Reduction Strategies Supply Chain Planning Software 52

Supply Chain Matters

SEPTEMBER 9, 2022

China Based Manufacturers Remain Impacted by Extended Population Lockdowns. The report, citing two informed sources, specifically indicates that between 30 percent and 50 percent of Foxconn’s and Jabil’s planned production output in August were affected by electrical power rationing. percent according to this same source.

Manufacturing Procurement 52

Manufacturing Procurement Supply Chain Planning Software Supply Chain Planning Supply Chain Software 52

NC State SCRC

APRIL 3, 2019

The type of contract of interest in this report is for Development and Manufacture contracts in the Aerospace and Defense industries. The subcontract efforts feature the majority of military and part of commercial aviation, systems are outsourced by the overall airframe manufacturer, known as “primes” (Boeing, Airbus, Sikorski, etc.)

Aerospace 40

Aerospace Manufacturing Procurement Supply Chain Design Software Manufacturing 40

NC State SCRC

DECEMBER 13, 2021

However, it is also noteworthy here that many of the companies in the top 10 do not manufacture anything, but outsource their manufacturing to “contract manufacturers” such as Flex, TSMC, FoxConn, ThermoFisher, and others. The remainder largely rely on third parties to do so.

Supply Chain Planning Software 52

Supply Chain Planning Software Journal Supply Chain Strategy Supply Chain Software 52

Enterra Insights

MAY 4, 2020

From the outset, key lessons related to knowing the supply chain were at the forefront — not just the final link but key sources of supply related to materials, having contingency plans for interruption of supply, and understanding the capabilities and vulnerabilities of critical elements within the value chain.”[4]. ”[4]. .”[5]

Supply Chain Planning Software 173

Supply Chain Planning Software Scenario Planning Supply Chain Planning Supply Chain Strategy 173

Supply Chain Matters

NOVEMBER 3, 2023

Production within this facility is scheduled to begin in 2025 with a capacity of 30 gigawatts-hours of batteries annually. Cost is an obvious factor as well, even as government subsidies for purchase exist. The company’s latest premium branded Lexus line-up includes a luxury SUV that performs in this manner.

Material Savings 52

Material Savings Price Reduction Inventory Reduction Cost Reduction Strategies 52

ModusLink Corporation

NOVEMBER 18, 2021

Sustainable supply chain management: The original model of Supply Chain Management follows a linear production that hypothesizes the constant input of natural resources and an unlimited capacity to assimilate waste. Sustainable procurement: consists of environmentally friendly purchasing that carry reduction, reuse, and recycle.

Waste Reduction 78

Waste Reduction Sustainability Material Savings Supply Chain Planning Software 78

Kinaxis

SEPTEMBER 6, 2017

The reasons behind this were well chronicled in a recent Wall Street Journal article. While implementing a technology solution, a lot of time is spent on cleaning the master data including assumptions around capacities, lead times between nodes, yields and such. I used lead time as an example here.

Supply Chain Planning Software 241

Supply Chain Planning Software Supply Chain Planning Supply Chain Software Supply Chain 241

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.

Ukraine 52

Ukraine Supply Chain Planning Manufacturing Procurement Los Angeles 52

Resilinc

OCTOBER 12, 2021

Mike Beckham, CEO of bottle and travel mug manufacturer Simple Modern, told the Wall Street Journal that a major Chinese supplier in Quzhou City had been forced to cut its workweek to four days and trim its electricity usage by a third. To meet the surging demand, including early holiday purchases, China’s exports to the U.S.

Pharmaceutical 62

Pharmaceutical Purchasing Skills Supply Chain Planning Software Supply Chain Planning 62

Resilinc

FEBRUARY 7, 2023

What caused this rocky year for car manufacturers? By the fourth quarter, managers at automotive firms “were encouraged by relatively strong sales … as factory work accelerated in the midst of improved parts supply,” wrote the Wall Street Journal on January 4. GM was an exception with U.S. sales up by 2.5%

Automotive 62

Automotive Industrial Industry Manufacturing Procurement 62

Supply Chain Matters

MAY 22, 2023

According to the April report commentary , the industry remains hopeful in new signs indicating that retailers and manufacturers are getting closer to working off the overall glut of inventories that resulted in 2022. Global Manufacturing Activity Levels Global manufacturing activity as depicted by the J.P. remains unclear.

Negotiating Skills 52

Negotiating Skills Inventory Reduction Cost Reduction Strategies Price Reduction 52

Supply Chain Matters

FEBRUARY 14, 2023

The Wall Street Journal reported this week ( Paid subscription or metered view ) that Sato has called for an “ EV-first mindset ” including the accelerated development of supply chain and manufacturing methods optimized for EV vehicle platforms. All rights reserved.

Cost Reduction Strategies 52

Cost Reduction Strategies Sourcing Strategies Supply Chain Network Software Price Mitigation Strategies 52

BlueYonder

DECEMBER 22, 2020

This blog is based on an article that recently ran in the Journal of Supply Chain Management, Logistics & Procurement, “ Supply chain agility: An imperative in an unpredictable world.”. In today’s age of great volatility, agility has become the new competitive differentiator. Going Digital to Interact with Your Ecosystem.

Agile and Lean Supply Chain 91

Agile and Lean Supply Chain Supply Chain Execution Supply Chain Planning Software Supply Chain Software 91

Supply Chain Matters

FEBRUARY 23, 2023

Other means were in the ability to manage the headwinds of forecasted reduced global trade volumes thru the mechanisms of either formed multi-carrier capacity alliances metering major trade route capacity, increased blank sailings or additional slow steaming transit times.

Negotiating Skills 52

Negotiating Skills Inventory Reduction Price Reduction Cost Reduction Strategies 52

DAT Solutions

JULY 30, 2015

Jeff Tucker 's guest column in yesterday's Wall Street Journal pointed to the pivotal role of technology, including DAT Load Boards , in freight logistics today. Freight brokers consume data directly and they combine information from numerous sources, from the owners of capacity and the owners of cargo.

Logistics Network Optimization Software 70

Logistics Network Optimization Software Journal Predictive Analytics Software Supply Chain Software 70

Talking Logistics

SEPTEMBER 7, 2018

Here I am doing my standard Talking Logistics intro through one of my favorite filters: How awesome would it be to discuss blockchain or the capacity crunch in transportation using this filter for an entire episode? Spark Delivery: Walmart’s Crowd-Sourced Delivery Platform. Anybody want to join me as a guest?

Logistics Network Optimization Software 101

Logistics Network Optimization Software Supply Chain Design Software Supply Chain Network Software Manufacturing Procurement 101

Supply Chain Matters

MARCH 23, 2022

After a three-day stoppage of rail operations impacting transcontinental shipments of key commodities and manufactured goods, the Canadian Pacific Railway and the Teamsters Canada Rail Conference have reached a settlement calling for final and binding arbitration of differences. Foxconn Forecasts Challenging Operating Environment This Year.

Ukraine 52

Ukraine Kansas City Supply Chain Planning Software Supply Chain Strategy 52

Supply Chain Matters

OCTOBER 20, 2023

They further added to growing concerns that consumers have moderated on their desires to purchase an all-electric vehicle. Both Bloomberg and The Wall Street Journal indicated in their reporting that such comments marked a distinct change in tone for Musk, who indicated last year that Tesla was a company that was “ recession resilient.”

Price Reduction 52

Price Reduction Cost Reduction Strategies Inventory Reduction Purchasing Skills 52

Supply Chain View from the Field

JANUARY 30, 2013

The recent press in the Wall Street Journal and other papers on Walmart’s fire in Bangladesh is raising the ire of corporate responsibility groups and human rights groups alike. This is not only an industry standard, but is now considered an essential element of low cost country sourcing, thanks to the pressure on retailers.

Bangladesh 60

Bangladesh Capacity Manufacturing Procurement BRIC 60

Supply Chain Matters

AUGUST 2, 2022

Company executives cited good progress in addressing the previously acknowledged overbuild of customer fulfillment and warehousing capacity while overall number of employees was reduced by 6 percent. The manufacturer has now reduced its expectations for industrywide smartphone shipments to flat or minimal growth.

Cost Reduction Strategies 52

Cost Reduction Strategies Supply Chain Planning Software Supply Chain Planning Price Reduction 52