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Chip shortage leads carmaker Opel to shut German plant until 2022

reuters.com

181–190 of 495 posts

Re: Chip shortage leads carmaker Opel to shut German plant until 2022

#181

Earlier quoted context omitted.

They also just completely dropped a feature - radar - because they couldn't get parts for it. I'm not sure other manufacturers would be able to do that either due to internal processes or being able to risk their reputation.

Indeed - not many manufacturers could get away with Tesla's strategy of charging money for features that are in Alpha state, to put it charitably (e.g. Autopilot).

Many manufacturers had no shame to charge for shitty features in alpha state like the "ping pong" line assist.

Re: Chip shortage leads carmaker Opel to shut German plant until 2022

#182

Tesla has done a decent job of mitigating some of the chip shortages since they are so vertically integrated. Though obviously Tesla produces way less cars than Toyota/Honda/VW. But other manufacturers simply can't do this even if they wanted to since they outsource most of this stuff. > “We were able to substitute alternative chips, and then write the firmware in a matter of weeks,” Musk said. “It’s not just a matte…

They also just completely dropped a feature - radar - because they couldn't get parts for it. I'm not sure other manufacturers would be able to do that either due to internal processes or being able to risk their reputation.

Tesla dropped radar because they are moving to vision only systems like how the Comma AI/OpenPilot works. Vision models are superior to radar since radar can't detect stopped obstacles.

Re: Chip shortage leads carmaker Opel to shut German plant until 2022

#183

@kliment summarized the why pretty well: https://news.ycombinator.com/item?id=26931498 Curious if this is true for all manufacturers.

The "religious reasons" he's talking about are "zero inventory" or "JIT inventory" pioneered by Japanese auto makers in the 80s and 90s. By optimizing inventory management and understanding demand for your product, you can ensure you don't have excess inventory on-site (meaning you don't have money invested in product parts you can't sell and have to pay taxes on). It's the system that virtually every manufacturer (a…

And major manufacturing problems cause catastrophic supply issues some times. manufacturing is part of the supply chain, and it is simply impossible to protect against all eventualities. JIT is not to blame here.

Re: Chip shortage leads carmaker Opel to shut German plant until 2022

#184
post #27

Earlier quoted context omitted.

most things you mention are mandated by the government, you can't sell a car in any western market without tire pressure monitoring, stability control, back up camera etc. the manufacturers have no choice, it would be like suggesting they sell cars without seatbelts.

I have a 2016 Hyundai Accent. Unless the law is very new my car has no backup camera or much else. I'm sure there's an emergency tire pressure sensor but that's about it. Not much to my car.

You're pretty much right before the cut-off. The rule/law in the US kicked in in mid-2018.

Re: Chip shortage leads carmaker Opel to shut German plant until 2022

#185
post #158
post #71

Earlier quoted context omitted.

First of all this "simple" car may end up being more expensive. Doing a lot of the things the old mechanical way requires a lot of labor and labor is expensive nowadays. Having to use turning wires and vacuum tubes for instrument clusters, and a bunch of pull wires for controls... Not only would that be expensive it would require skills and equipment long lost today. Oh and the wind shield wipers -- it is possible to…

> cars used to break down much more often and require much more skilled maintenance. Yeah, but “skilled maintenance “ was an easy skill. There could only be a handful of things wrong if it didn’t start: e.g. no spark, no fuel. In the case of no spark, you check the plug, see if it’s dirty, change it if so; check the distributor, maybe the points are bad; check the coil or condenser… yeah there were things to check, b…

When I was a lad I had an illegal ancient motor scooter that didn't start. One of the dads told me:

"If it's got compression, and it's got fuel, and it's got a spark, then it's got to go".

He was right.

Re: Chip shortage leads carmaker Opel to shut German plant until 2022

#186

Tesla has done a decent job of mitigating some of the chip shortages since they are so vertically integrated. Though obviously Tesla produces way less cars than Toyota/Honda/VW. But other manufacturers simply can't do this even if they wanted to since they outsource most of this stuff. > “We were able to substitute alternative chips, and then write the firmware in a matter of weeks,” Musk said. “It’s not just a matte…

They also just completely dropped a feature - radar - because they couldn't get parts for it. I'm not sure other manufacturers would be able to do that either due to internal processes or being able to risk their reputation.

I'm expecting them to turn the radar off at some point on the cars with a radar, because in my own experience driving Tesla, the radar was good to trigger phantom breaking.

Re: Chip shortage leads carmaker Opel to shut German plant until 2022

#187
post #169

Earlier quoted context omitted.

The "religious reasons" he's talking about are "zero inventory" or "JIT inventory" pioneered by Japanese auto makers in the 80s and 90s. By optimizing inventory management and understanding demand for your product, you can ensure you don't have excess inventory on-site (meaning you don't have money invested in product parts you can't sell and have to pay taxes on). It's the system that virtually every manufacturer (a…

My understanding is that JIT, as performed by Toyota, takes into account the differences in difficulty of sourcing different inventories. If this is true, one would expect that Toyota faced shortages later than other manufacturers. Does anyone have a source proving or disproving this?

It can take into account predicted difficulties. The pandemic was difficult to predict, basically everyone predicted incorrectly, and chip supply is functionally inelastic over the short term.

Re: Chip shortage leads carmaker Opel to shut German plant until 2022

#188
post #23

"Some 1,300 workers employed at the plant will be temporarily laid off, Opel said, with a separate plant in France picking up some of the production." Perhaps a very convenient chip shortage? Anyhow, why not build a car without electronics, gps, g4, microphones, voice control, tracking and screens. Because that is exactly what I want.

> Perhaps a very convenient chip shortage?

Absolutely not. Margins on new vehicles are the highest ever.

> Anyhow, why not build a care without electronics… because that’s exactly what I want

You should just buy a low mileage used vehicle

Re: Chip shortage leads carmaker Opel to shut German plant until 2022

#189
post #71

Earlier quoted context omitted.

First of all this "simple" car may end up being more expensive. Doing a lot of the things the old mechanical way requires a lot of labor and labor is expensive nowadays. Having to use turning wires and vacuum tubes for instrument clusters, and a bunch of pull wires for controls... Not only would that be expensive it would require skills and equipment long lost today. Oh and the wind shield wipers -- it is possible to…

That maybe true, but my anecdotal evidence is the opposite. > cars used to break down much more often and require much more skilled maintenance. My '78 John Deere 4640 (not a car I give you that) if it breaks down, I can fix it. If I cannot I can order the part. If I cannot, I can have the part made within a week. None of that is possible with a 2021 6145M. If it breaks, I have to sit and wait for JD to bless me with…

Anecdotes are always a mistake in these situations. You might have better luck with your tractor, which isn’t a car, but the average age of cars on America’s roads has been rising for decades. Your experience is, frankly, an outlier.

Also, comparing tractors with cars is an extremely dubious proposition; these are different vehicles with different engineering constraints, uses, and consumer expectations. How many OEMs for cars still make parts for the 1978 vehicles? Hell, what percentage of Americans have the space, knowledge, and interest to build up a garage to service their own vehicles?

Re: Chip shortage leads carmaker Opel to shut German plant until 2022

#190
post #114

One important part of the chip shortage is the massive amount of price gouging going on. Every IC is being bought up by new 3rd party distributors to scalp to desperate electronics manufacturers. Take a look at this chip we are just now crossing as an example, click on 'Non-authorized stocking distributors': https://octopart.com/tps2052bdgnr-texas+instruments-699312?r... Win Source has a bunch, but you will pay 6x th…

Why do the scalpers get first dibs on the supply?
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