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Carmakers feel chip crisis easing

bloomberg.com

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Re: Carmakers feel chip crisis easing

#231

Post by krasin »

dazhbog wrote: post #150
krasin wrote: post #22

I have a hobby around electronics, and as a side effect, I have been keeping CSVs with all the components from JLCPCB Parts library for the last 6 months. It appears that we're slowly crawling out of the pit: date,in_stock,out_of_stock,in_stock/total 2022-06-06,185324,173101,0.517051 2022-06-05,185116,173227,0.516589 2022-06-01,184845,173355,0.516039 2022-05-28,183850,173676,0.514228 2022-05-21,181201,175377,0.508167…

Are you using any API or scraping to get this data?

They conveniently allow downloading a CSV with the whole assortment: https://jlcpcb.com/parts ("download table" link to the right)

Re: Carmakers feel chip crisis easing

#232

Post by derefr »

itsoktocry wrote: post #174
max51 wrote: post #82

Earlier quoted context omitted.

>Why aren't dealerships just consignment stores for cars? That seems like it'd work out better for everyone involved. It wouldn't be better for the dealership when you take into the fact that they are a dying business that literally everyone (car manufacturers, clients, etc.) hate. The only thing that keeps them in business is laws that were passed so f()cking long ago that your grand parent were not even born yet. T…

> It wouldn't be better for the dealership when you take into the fact that they are a dying business that literally everyone (car manufacturers, clients, etc.) hate. The only thing that keeps them in business is laws that were passed so f()cking long ago that your grand parent were not even born yet. There is no evidence of this. Dealerships exist, and flourish, all over the world where no such business laws exist.…

Are you speaking of used-car dealerships, or "franchised first-party" new-car dealerships (e.g. "a Honda dealership")? I know the former exist in most places, but I think the latter is pretty-uniquely American.

Re: Carmakers feel chip crisis easing

#233

Post by krasin »

amelius wrote: post #128
krasin wrote: post #22

I have a hobby around electronics, and as a side effect, I have been keeping CSVs with all the components from JLCPCB Parts library for the last 6 months. It appears that we're slowly crawling out of the pit: date,in_stock,out_of_stock,in_stock/total 2022-06-06,185324,173101,0.517051 2022-06-05,185116,173227,0.516589 2022-06-01,184845,173355,0.516039 2022-05-28,183850,173676,0.514228 2022-05-21,181201,175377,0.508167…

Did you also notice that certain electromechanical components like connectors (e.g. from Molex) had supply issues? I wonder what the reason for that was.

Connectors as a category are at 75% in stock, which is greater than across all categories (~51%). As for specific connectors / manufacturers: possibly. Panic buying + scalpers may have contributed.

Re: Carmakers feel chip crisis easing

#234

Post by Aloha »

bluGill wrote: post #206
Aloha wrote: post #72

Earlier quoted context omitted.

I wish dealers made it easier to order cars, before the supply shortage, I couldn't get a dealer to place an order for exactly what I wanted, which was invariably never what was stocked. I'd rather return to a build to order model, with greater variety of configuration options. What I wanted was in a color not commonly stocked, with an unusual interior color, and the upgraded engine, with all the packages - but witho…

> I think you'd see more customers move to ordering, if it was an option. Dealers AND auto makers don't like that because some people will place an order and then the next day cancel it. If the dealer instead puts them in a car that is "close enough" most people will keep the car even though it isn't perfect. They do lose customers like you who are very specific about what they want, but they gain more. (or so they t…

I'm pretty flexible on some stuff - like exterior color, but I live in Texas, and yet all the stocked cars (of the type I want) come with a black interior. Same with the sunroof problem, if I want a high end trim, it comes with everything, so at that time it meant buying what is effectively comparatively a stripper if I dont want a sunroof.

The pandemic made it so they'd actually take my business, we negotiated the purchase contract at the time of order, and I got it without all of the stuff I didnt want.. like nitrogen air, tint, and the 'paint protection' BS. I did have two minor quality issues - the rear AC vent trim bit was not fully seated, I fixed that myself, the other one is the gas door sticks on, why? no idea - the dealer has tried a couple things, I've found cycling the opener 2-3 times opens it just fine.

Re: Carmakers feel chip crisis easing

#235

Post by randomdata »

bluedino wrote: post #226
randomdata wrote: post #70

Earlier quoted context omitted.

> Ford leadership seems to really want to move to the Tesla preorder model It may not be so much that they want to, but it is apparent that Ford is struggling to figure out how the dealership fits in an EV world, where your customers aren't constantly funnelling in for oil changes. The ICE model allows the dealership to make a sizeable portion of their income from the attached repair shop, but much of that shop work…

They can still sell warranties, paint protection packages, dealer installed accessories, tire and wheel protection, etc

They can, but they already do, so it does not provide a new revenue stream to offset what is lost.

Re: Carmakers feel chip crisis easing

#236

Post by empyrrhicist »

causi wrote: post #173
empyrrhicist wrote: post #162

Earlier quoted context omitted.

I mean, driving at 80 vs 70 will also vastly decrease your ICE mileage, it's just less noticeable until you go to fill up.

I mean, driving at 80 vs 70 will also vastly decrease your ICE mileage It definitely increases the drag, but after spending a week driving at 70 the difference in mileage was almost unnoticeable. It helps that I have a small, aerodynamic car that's geared high instead of a truck or blocky SUV.

I find that very hard to believe, given that drag increases with the third power of velocity. By almost unnoticeable do you mean that you didn't notice it, or did you robustly measure and compare?

Re: Carmakers feel chip crisis easing

#237

Post by jjeaff »

satellite2 wrote: post #131

In one week we got news that wood logs price are normalizing, that GPU and ram are starting to be available and price as per catalog and now that. It seems only oil price normalization is missing and that would mean the inflation was truly supply side and temporary.

Actually, the word used by the fed is transitory. They specifically didn't use the word temporary. They explained that by transitory, they meant that inflation may go up for a while, but it will stop going up after a short time. That doesn't necessarily mean it will go back down.

Re: Carmakers feel chip crisis easing

#238

Post by cmccomas »

bluedino wrote: post #228
chrismmccomas wrote: post #23

Earlier quoted context omitted.

I had been shopping since January for a 2022 Tundra. I talked to salespeople at probably 75 dealerships on the east coast/mid-atlantic. Two of them said they could order me what I wanted, with a large deposit and I’d have to wait up to 90 days. The remaining all said basically they’re at the mercy of what Toyota makes and decides to allocate to their dealership.

One of the only cars my local Toyota dealer has is a V6 CrewMax for.....$56k

I ended up lucking into one at MSRP that pretty much checked every box in the 'need' category at a dealership 5 minutes from my house. They wouldn't take reservations or holds, just happened to be able to get there quickly whenever a truck rolled in with Tundras on it.

Another dealership offered me a TRD Pro Tundra, with a $16k dealer markup. I passed, but from what the salesman told me later the very next person (I was #1 on the list) he called bought it with that markup without hesitation.

Re: Carmakers feel chip crisis easing

#239

Post by cmccomas »

ryanSrich wrote: post #40
chrismmccomas wrote: post #23

Earlier quoted context omitted.

I had been shopping since January for a 2022 Tundra. I talked to salespeople at probably 75 dealerships on the east coast/mid-atlantic. Two of them said they could order me what I wanted, with a large deposit and I’d have to wait up to 90 days. The remaining all said basically they’re at the mercy of what Toyota makes and decides to allocate to their dealership.

I think you’re better off getting on a waitlist and seeing what allocations come in. I was in the market for a Highlander and my local Toyota dealership that’s selling at MSRP had 0 on the lot. I got on the list and the week after they got two in. They called 26 people and I was one of the only ones able to come in right when they called, so me and another guy got the two.

Yeah, that's how I ended up getting one. Working from home and living 5 minutes from the dealership.

The sales manager told me while they finished prepping the truck, their system is so messed up right now they don't even really know when they're getting deliveries. Trucks loaded with cars just show up randomly on the lot and they work the phones to get them sold.

Re: Carmakers feel chip crisis easing

#240

Post by cmccomas »

technothrasher wrote: post #24
chrismmccomas wrote: post #23

Earlier quoted context omitted.

I had been shopping since January for a 2022 Tundra. I talked to salespeople at probably 75 dealerships on the east coast/mid-atlantic. Two of them said they could order me what I wanted, with a large deposit and I’d have to wait up to 90 days. The remaining all said basically they’re at the mercy of what Toyota makes and decides to allocate to their dealership.

> The remaining all said basically they’re at the mercy of what Toyota makes and decides to allocate to their dealership. This is what the guy at my sister-in-law's dealership said after I got on the phone with him and asked him what the heck was going on with her order when what she was telling me didn't make sense. Would have been nice for him to admit that up front instead of just taking her money and smiling.

What one salesman told me is that they do have a system where they can enter allocation requests.

So they can enter into the system they want a '22 Tundra Crew Max with an exterior color of Lunar Rock and this/these packages.

Toyota won't specifically build that, but in theory if there is one built matching that requirement they should get it as an allocation. In reality, he said they never get their allocation requests.

Some dealerships (the 2 I mentioned in my research) tell people they're "ordering" when really they're just "requesting allocation."

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