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The global chip shortage is starting to have consequences

cnbc.com

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Re: The global chip shortage is starting to have consequences

#221

Post by dokem »

epistasis wrote: post #183
seltzered_ wrote: post #170

Regarding cars: "Some carmakers are now leaving out high-end features as a result of the chip shortage, according to a Bloomberg report on Thursday. Nissan is reportedly leaving navigation systems out of cars that would normally have them, while Ram Trucks has stopped equipping its 1500 pickups with a standard “intelligent” rearview mirror that monitors for blind spots" I have an unpopular opinion, especially when we…

Yeah, the size of these trucks has completely put me off ever wanting one. I miss the small ones from a few decades ago... great for surfing, hauling the ver occasional bit of stuff, just as useful as the ugly beasts of today but far cheaper and more maneuverable and safer. I think we need to start requiring commercial drivers licenses on some of these beasts. They are intentionally designed to be difficult to see ou…

Do pick up trucks cause more accidents? Is there data that supports this?

Re: The global chip shortage is starting to have consequences

#222

Post by gostsamo »

parsimo2010 wrote: post #152
gostsamo wrote: post #129

Earlier quoted context omitted.

Actually, ASML provides lifetime support for their machines. I don't know for the rest.

But lifetime support doesn’t help if the parts for your machine aren’t available anymore. If your 20 year old machine breaks and there aren’t parts available to fix it, you might get offered an equivalent replacement. If your old chip masks are incompatible with the replacement machine, you’re not immediately able to make what you need. So for some companies, having lifetime support might not help with the manufactur…

I can't vouch for the parts, but they supported machines from the eighties. This is not some cheap consumer product that has half-lifetime of 13 months.

Re: The global chip shortage is starting to have consequences

#223

Post by whitepoplar »

o-__-o wrote: post #212
ineedasername wrote: post #124

Earlier quoted context omitted.

Most new cars still suck / Do not offer meaningful new features That really depends on how old your car is. I generally buy instead of lease, and run the car until it starts having regular problems. As a result, my car is 12 years old, and any new one from the last few years is a significant upgrade in terms of features. I don't really want a monthly car payment again, but I'm almost looking forward to when my curren…

All modern cars have amazing new features. Air bags, reverse cameras, steering by wire, ABS, direct fuel injection, massively boosted turbocharged engines (on econoboxes!) and traction control as standard. My 7 year old car has all of the above and can park itself, has adaptive cruise control, and for $400 I added a 12” touch screen stereo. Compared to my last car, my current car outputs up to 20psi of boost compared…

Which car do you have?

Re: The global chip shortage is starting to have consequences

#224

Post by stefan_ »

mywittyname wrote: post #201
nradov wrote: post #175

Earlier quoted context omitted.

Current low interest rates on car loans make that approach a bit pointless.

They've been low for a while now too. As annoying as it is to have a $670 car payment each month, you really can't beat 0% interest on a $40k loan. Especially in a market where the average monthly return on $40k in stocks has been pretty substantial.

Except for the part where $0 down, 0% interest loan make people go for the 40k car they don't need instead of the 25k one.

Re: The global chip shortage is starting to have consequences

#225

Post by musingsole »

istjohn wrote: post #206
ineedasername wrote: post #138

My wife just needed to get a new car, and the salesman was complaining that just as demand was starting to increase the chip shortage means they're barely getting any new ones in stock. And of course the popular models are the ones that are selling out the fastest, meaning people are holding off on purchases because they can't get what they want. My wife's was one of maybe 8 in the entire state that had the features…

There's a dead sibling comment stating that car sales won't be a job in 20 years. I would speculate that sales and other careers that are high-touch and relationship focused are precisely the kind of jobs that will be most resistant to automation.

Yeah, but car sales ain't it.

Carvana and similar are such a better experience than dealing with a salesperson whose incentive and words you have to interrogate. I'd wager that salespeople will be needed only for high ticket price, high risk deals where trust is critical in getting the job done. Anything else that can be made transactional will be and the associated sales jobs will be lost.

Re: The global chip shortage is starting to have consequences

#226

Post by tricolon »

bredren wrote: post #189
Hamuko wrote: post #166

Earlier quoted context omitted.

Are you saying that the next step will be the best version of individual car ownership?

I sure hope so. I think car culture is bad art. But to defend the analogy, iPod Video was iPod gen 5. Apple did two more generations on that format with the minimum additional feature set. That might take a while. And there will be many a Zune sold in the meantime.

Can you elaborate a bit? I am quite familiar with the various iPods but quite unfamiliar with cars.

Re: The global chip shortage is starting to have consequences

#228

Post by sokoloff »

ineedasername wrote: post #124
bredren wrote: post #98

Earlier quoted context omitted.

Since 14% of renters are behind on rent and evictions begin June 30, aren’t vehicle repossessions going to kick in July / August? Presumably, due in part to eviction protection, they have been able to divert all or a portion of their rent payments to keeping up with bad car loans for commute vehicles that often will not be needed. These folks need them for housing unfortunately. If repossessed cars start showing up t…

Most new cars still suck / Do not offer meaningful new features That really depends on how old your car is. I generally buy instead of lease, and run the car until it starts having regular problems. As a result, my car is 12 years old, and any new one from the last few years is a significant upgrade in terms of features. I don't really want a monthly car payment again, but I'm almost looking forward to when my curren…

I tend to buy around 4-6 years old and run them for 10-12 years as well, which is limited by New England tinworm from the road salt we use rather than mechanical issues.

Beyond airbags and ABS (both now ubiquitous), I don’t need the new feature faff. I just need something that will start everyday and that I can do the basic maintenance on. Fortunately, that’s still easily available and cheap in the 5-ish year-old “those cars are too old to be reliable” mindset-driven market.

I can’t believe that people are willing to borrow money to keep driving 0-4 year old cars forever, but I’m glad they do because it greatly subsidizes the cars I drive.

Re: The global chip shortage is starting to have consequences

#229

Post by BlueTemplar »

devney wrote: post #11

For years I've been asking: Why does my toothbrush have to connect to bluetooth? Why does my refrigerator twitter? These were always useless mis-features and we can hope some of them can get pared down now with the shortage. Bring back old style dumb appliances!

There's a wide space between connected and dumb appliances. For instance my espresso coffeemaker is fairly dumb : I'm not even sure that it has a chip that turns the light green when the resistor is hot enough, it might be just some "dumb" sensor. (Still, because of this, it's not completely dumb.)

In comparison, my electric kettle is much smarter, and most likely requires a chip to make all the logic around the various buttons and the screen and the water temperature settings work. Still, it has zero connectivity.

Re: The global chip shortage is starting to have consequences

#230

Post by clownpenis_fart »

mhh__ wrote: post #17
devney wrote: post #11

For years I've been asking: Why does my toothbrush have to connect to bluetooth? Why does my refrigerator twitter? These were always useless mis-features and we can hope some of them can get pared down now with the shortage. Bring back old style dumb appliances!

Connected devices are a good thing - i.e. I should be able to make the washing machine scriptable from my computer, but I bet these solutions are always crap because they are implemented in a hurry by engineers who don't understand either the hardware or software well enough to make it work, so you end up with quasi-useless boss-pleasers like we have now.

Aaaaah. Yesss. Finally my dream has come true and I can start laundry by pressing a button on my computer

wait what do you mean I still need to physically walk to the washing machine to load it this is bullshit

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