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The State of Supply Chain Trends Part II: AI, Procurement, & the New Lean

GlobalTranz

From artificial intelligence to refocusing on procurement, the state of supply chain continued to explode throughout 2016, and you need to understand why. Of course, the human controlling capacity for actual AI is still far from realistic, but the concept of a superior AI did make strides this year. Artificial Intelligence.

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Two Automakers Make Senior Supply Chain and Procurement Executive Leadership Changes

Supply Chain Matters

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.

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Report Indicates Added Foxconn iPhone Production in India

Supply Chain Matters

A report by Nikkei Asia Technology indicates that Apple contract manufacturing services provider Foxconn is planning to incrementally expand iPhone production capacity within India. This facility is further reported to be the equivalent of a $1.54 billion facility, which is massive and implies more than just smartphone assembly.

India 64
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Report-Apple iPhone India Based Production Upwards of $14 Billion

Supply Chain Matters

The commentary provided added perspective regarding the Covid related population restrictions in late 2023 that led to meaningful production disruptions occurring with Apple’s largest contract manufacturing facility producing the latest generation of iPhones. and an expanding ban on the use of foreign technology in the workplace.”

India 59
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October 2022 PMI Reporting Points to Global Wide Manufacturing Contraction

Supply Chain Matters

Supply Chain Matters provides monthly highlight commentary and perspectives on published October 2022 global manufacturing PMI and supply chain activity indices. Now, October reporting data reinforces global-wide contraction levels in production and new orders, along with manufacturing recession conditions now acknowledged for Europe.

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Supply chain risks: The knowable unknowns that can hurt your supply chain!

Kinaxis

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.

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Peril of EV Start-Ups: Fisker’s Investor Warning

Supply Chain Matters

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.