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Chip shortage: Toyota to cut global production by 40%

bbc.com

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Re: Chip shortage: Toyota to cut global production by 40%

#91

Post by lucasmullens »

jtbayly wrote: post #59
riggins wrote: post #18

Earlier quoted context omitted.

https://www.nytimes.com/interactive/2021/08/18/opinion/infla... "In July, some of these sectors (used cars in particular) experienced a big deceleration in inflation, bolstering the argument" https://news.yahoo.com/us-used-car-bubble-burst-141009925.ht... "The price index for used vehicles rose 0.2% in July, after having risen at least 7.3% in each of the previous three months. The category was one of the few, along…

Used cars have a natural price cap, and my understanding is that it has been reached. They are too close to the price of a new car to go any higher.

Maybe, but with new cars being sold for above MSRP, that natural price cap is rising.

Re: Chip shortage: Toyota to cut global production by 40%

#92

Post by lostapathy »

Tade0 wrote: post #68
RutZap wrote: post #36

Earlier quoted context omitted.

I believe that driving an old car for longer has a smaller environmental impact than consistently driving newer cars as the bulk of emissions is during the manufacturing process. I have no data to support my statement, it's just my hunch. I'd be very keen if someone with the right knowledge can approve or disprove my statement.

The opposite is true - the manufacturing process is responsible for an average of 7-10 tonnes of CO2, while the same vehicle over its lifetime will emit more than 50 tonnes from the exhaust. Moreover manufacturers have been reducing their carbon footprint lately. As an example VW reports that 70% of the energy the use in plants is provided by renewable sources. That being said while emissions rules have been getting…

> As an example VW reports that 70% of the energy the use in plants is provided by renewable sources.

This is a great start, but not where most of the carbon embodied in a new vehicle comes from. The energy used by the VW plants keeps the lights on, air conditioned, and powers tools for assembly. Most of the carbon embodied in a car comes from the energy it takes to mine raw materials and process them into useful metals.

Re: Chip shortage: Toyota to cut global production by 40%

#93

Post by throwaway0a5e »

lotsofpulp wrote: post #78
colordrops wrote: post #58

Earlier quoted context omitted.

The concerns you express aren't noticable or bothersome except to a small percentage of enthusiasts. Teslas are mechanically far more reliable and require less maintenance that other cars.

They have not even been out long enough to make that claim. Especially when comparing to Toyota.

>Especially when comparing to Toyota.

Toyota been saying "don't worry guys, we fixed the rust issues, the new ones won't be rusting out" every year since 1985 and running a more or less rolling recall since the 00s.

Or was that not the implication of your comparison?

Teslas will last a long time because the most important indicator of vehicle reliability is one that they share more or less 1:1 with Toyota, customers who who put very easy miles on vehicles and dutifully maintain them.

That said, I fully agree that we have nowhere near the length of data set we need to know how Teslas will fare in terms of reliability and longevity (not the same thing) after adjusting for how they are used.

Re: Chip shortage: Toyota to cut global production by 40%

#94

Post by space_rock »

lotsofpulp wrote: post #78
colordrops wrote: post #58

Earlier quoted context omitted.

The concerns you express aren't noticable or bothersome except to a small percentage of enthusiasts. Teslas are mechanically far more reliable and require less maintenance that other cars.

They have not even been out long enough to make that claim. Especially when comparing to Toyota.

You're talking to the parent comment that is making early claims about quality? Oh ok it's only allowed to making negative claims about Tesla

Re: Chip shortage: Toyota to cut global production by 40%

#96

Post by space_rock »

CountDrewku wrote: post #90
Ma8ee wrote: post #60

Earlier quoted context omitted.

So not sabotaging, only obstructing. I'm so pissed at all the auto-makers (with the exception of Tesla). The writing has been on the wall for at least a decade in large neon letters, but they all seem taken by surprise that they suddenly have to produce electric cars.

Psst you can avoid all of those issues by not buying Toyota. Stop trying to regulate everyone else into what you want. If these EV's are so good it shouldn't be an issue at all.

Stop polluting the cities and atmosphere and then it'll be none of our business

Re: Chip shortage: Toyota to cut global production by 40%

#97

Post by gameswithgo »

dd36 wrote: post #21
Veliladon wrote: post #7

Toyota was one of the few (only?) companies to keep a large stockpile of chips on hand to continue production in case of a supply interruption. They kept something like two years worth on hand. I guess 18 months of doing the extremely heavy lifting for the whole industry has taken its toll and now they're in the same boat.

I thought Toyota invented not doing that.

Chips are small, don't age fast. Make sense as an exception to the rule.

Re: Chip shortage: Toyota to cut global production by 40%

#98

Post by HideousKojima »

patentatt wrote: post #79
imaginariet wrote: post #13

As Taleb likes to say, an efficient system is the opposite of a robust system, kind of by definition. We are now witnessing the effects of our modern hyper-efficient just-in-time global manufacturing system.

[flagged]

Robustness isn't incompatible with capitalism, it's incompatible with any system where the government is willing to swoop in and bail out companies that fail. Companies that plan around failures/shortages/disruptions lose the ability to profit from their planning, while those that didn't plan ahead get showered with free money or cheap loans.

Re: Chip shortage: Toyota to cut global production by 40%

#99

Post by ruuda »

icegreentea2 wrote: post #50

The article (and others about this topic) indicate that the chip shortage isn't just a static. They all claim that chip and other supply chains (all based on South East Asian) are all under new pressure from delta strain spread. In fact, I wonder how much of this really is chip supply vs general supply. Most articles on this open with headlines about chip supply, but then contains quotes from Toyota about "supply" an…

Yeah, this also makes no sense to me:

> The Covid pandemic boosted demand for appliances that use chips, such as phones, TVs and games consoles.

SOCs in phones and game consoles are produced on very different processes than chips used in cars, no? Cars don't need the smallest dies or most energy-efficient chips. These industries are not competing for the same capacity. Or am I missing something?

Re: Chip shortage: Toyota to cut global production by 40%

#100

Post by gameswithgo »

brobdingnagians wrote: post #75
Veliladon wrote: post #7

Toyota was one of the few (only?) companies to keep a large stockpile of chips on hand to continue production in case of a supply interruption. They kept something like two years worth on hand. I guess 18 months of doing the extremely heavy lifting for the whole industry has taken its toll and now they're in the same boat.

Maybe this is a dumb question, but does anyone still produce cars without chips? It's possible, and in the current environment it seems like it would be a major competitive advantage-- and might be more reliable in general.

It is probably possible but would require complex mechanical solutions to meet modern efficiency and emissions requirements that would likely be far less reliable.
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