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Microchip Shortage is pounding Ford - F-series outsold by Ram and Silverado

Posted on 7/7/21 at 10:19 am
Posted by member12
Bob's Country Bunker
Member since May 2008
32071 posts
Posted on 7/7/21 at 10:19 am
Even if Ford restarts 100% production now, they'll still be handily beaten by General Motors by years end. GM has elected to borrow microchips from less profitable models to keep full sized trucks and SUV factories humming along.

quote:

The Ford F-Series was outsold by Ram and Chevy in Q2 and the worst may not be over yet

LINK

The Ford F-Series fell from the top of the sales charts in the second quarter of 2021 for the first time in years.

The full-size truck line was outsold by both Ram and Chevrolet to finish in third place.

The F-Series has ended the last 39 years as the best-selling vehicle in the U.S. The last time the F-Series suffered such a blow was when the confluence of a poor economy and high gas prices saw several car models outperform it May 2008.

The ongoing semiconductor shortage was largely to blame. Production of all F-Series models dropped from a monthly high for the year so far of 94,305 in March to 45,008 in June as inventories dwindled from 123,000 to 67,400. Sales through the first half of the year have declined 1.5%.

"When the semiconductor shortage hit the F-Series, all of the red flags went up," AutoForecast Solutions Vice President Sam Fiorani told FOX Business." Things like this haven’t happened to the F-Series very often in the last forty-plus years of its sales dominance. Continued troubles with the supply chain and Ford will see a dramatic hit to its bottom line."

Ford has been building some trucks without all of the required chips and holding them for delivery until the parts become available. The Detroit Free Press reported that a new supply of semiconductors coming in now will help get thousands of those trucks to dealers.


If the big 3 don't sourcing more of their hardware domestically after all of this, their CEO's need to be fired.
Posted by tigerinthebueche
Member since Oct 2010
36791 posts
Posted on 7/7/21 at 10:20 am to
Maybe people realized Ford sucks?
Posted by FlyinTiger93
Member since May 2010
3570 posts
Posted on 7/7/21 at 10:21 am to
The Ecoboost is killing Ford's sales more than the chip shortage.
Posted by Loup
Ferriday
Member since Apr 2019
11184 posts
Posted on 7/7/21 at 10:21 am to
quote:

If the big 3 don't sourcing more of their hardware domestically after all of this, their CEO's need to be fired.


can we even get the components for the chips domestically?
Posted by Tshiz
Idaho
Member since Jul 2013
7534 posts
Posted on 7/7/21 at 10:23 am to
Doesn’t take a microchip shortage for me not to buy a Ford
Posted by goofball
Member since Mar 2015
16829 posts
Posted on 7/7/21 at 10:24 am to
GM also decided earlier on to focus only on the truck models that aren't as reliant on these microchips for critical features. So they are moving a lot of work trucks and stripped down models. And from what I understand, they are selling everything they can build.

And their decision to sell trucks without the microchips that enable cylinder deactivation and stop/start technology is probably going to lead to more customer satisfaction anyways.
Posted by A Smoke Break
Lafayette
Member since Nov 2018
2060 posts
Posted on 7/7/21 at 10:24 am to
quote:

can we even get the components for the chips domestically?


We outsource most silicone.

So, no.

And the issue lies more along the actual mining of it versus the supply chain.

While most chips are made in China, 25% are still made in vietnam/Indonesia/korea.
Posted by goofball
Member since Mar 2015
16829 posts
Posted on 7/7/21 at 10:30 am to
quote:

The Ecoboost is killing Ford's sales more than the chip shortage.



I know the new trucks had a lot of problems, but I thought they'd have finally fixed the Ecoboost by now.
Posted by Loup
Ferriday
Member since Apr 2019
11184 posts
Posted on 7/7/21 at 10:31 am to
quote:

And the issue lies more along the actual mining of it versus the supply chain.


That's what I figured. I can't remember where I read it but I was under the impression that China controls most of the mining/refining of rare earth elements that go in to the chips.
Posted by OldSouth
Folsom, LA
Member since Oct 2011
10940 posts
Posted on 7/7/21 at 10:32 am to
quote:

And their decision to sell trucks without the microchips that enable cylinder deactivation and stop/start technology is probably going to lead to more customer satisfaction anyways.


I have an f-150 work truck and this feature has nearly killed me twice. The fricking thing died when I pulled out into traffic after this feature failed to start the engine again properly. I can’t believe no one has died because of this feature yet.
Posted by DCtiger1
Panama City Beach
Member since Jul 2009
8753 posts
Posted on 7/7/21 at 10:33 am to
quote:

The Ecoboost is killing Ford's sales more than the chip shortage.


no it isn’t. As if the ecoboost is the only option.
Posted by Oilfieldbiology
Member since Nov 2016
37401 posts
Posted on 7/7/21 at 10:35 am to
quote:

can we even get the components for the chips domestically?


We have the raw materials. We do not have the factories to make the chips nor do we have the permission of the EPA to go get the materials. Mining for precious metals is a nasty process. Really bad for the environment where it’s done/really expensive to do it in an environmentally friendly way.
This post was edited on 7/7/21 at 10:36 am
Posted by Oilfieldbiology
Member since Nov 2016
37401 posts
Posted on 7/7/21 at 10:36 am to
quote:

That's what I figured. I can't remember where I read it but I was under the impression that China controls most of the mining/refining of rare earth elements that go in to the chips


Western China and Africa
Posted by tigerbutt
Deep South
Member since Jun 2006
24554 posts
Posted on 7/7/21 at 10:37 am to
So much jelly from Ford haters.
Posted by OldSouth
Folsom, LA
Member since Oct 2011
10940 posts
Posted on 7/7/21 at 10:37 am to
quote:

Really bad for the environment where it’s done
How is it bad for the environment? I have no idea what the process is.
Posted by jag211
DFW
Member since Mar 2009
226 posts
Posted on 7/7/21 at 10:38 am to
quote:

The Ecoboost is killing Ford's sales more than the chip shortage.


I'll be honest I've had 2 ecoboost F-150s and taken both of them over 250,000 miles with zero turbo problems. Outside of normal items (battery, breaks, and fluids) I've only had to replace the water pump on the 2015 and the hub lockers on the 2011 due to a vacuum leak causing damage when disengaging the 4 wheel drive. Currently on my 3rd ecoboost in a 2019 expedition. I don't get peoples complaints
This post was edited on 7/7/21 at 10:40 am
Posted by Tdogg78
Member since Aug 2018
146 posts
Posted on 7/7/21 at 10:42 am to
You don’t mine silicon.

You can pick silica off the ground at any beach……

The zone refinement process is very energy intensive though.
Posted by Black n Gold
Member since Feb 2009
15405 posts
Posted on 7/7/21 at 10:42 am to
My wife and I have only owned Fords. A total of four vehicles. We will soon be in the market for a new truck and SUV and will most likely not look at a single Ford. While all of our vehicles have had rather reliable engines, they've had enough small to moderate defects to drive a person insane.
Posted by AUCE05
Member since Dec 2009
42553 posts
Posted on 7/7/21 at 10:46 am to
The main complaint is it is a turbo V6. Embarrassing to put a V6 in a full-size truck.
Posted by Oates Mustache
Member since Oct 2011
22041 posts
Posted on 7/7/21 at 10:52 am to
quote:

The main complaint is it is a turbo V6. Embarrassing to put a V6 in a full-size truck.


Ford should put that twin turbo in the mustang but it would smoke the GT and then no one would buy the GT anymore.
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