GM and others shutting down production.
Just heard the GM part on tv news, looked HERE and found out it's hitting the others as well. Trucks seem to be getting the hardest knocks. Our little Chevy dealer here only has 4 new vehicles on ...
Forum Discussion
wanderingaimlessly wrote:
And the issues appear to be even worse for Tesla.
Tesla chip issue
Next year for all but the most expensive models, and they don't even talk about the mythical Cybertruck.
Tesla doesn't share as much data as the other manufacturers but from what I can find out they have been less affected than other manufacturers. The best specific description of production issues that I could find for Tesla was from Bloomberg: "Bloomberg reported that the Shanghai production site was halted for around four days last month amid a backlog in chip supplies that largely affected the clean-energy carmaker's Model Y SUV."
Four days down in one factory is far better than Ford that reported a 30% drop in sales already with more coming. Toyota and others have been clobbered.
Since Tesla designs all of their systems in-house and writes their own software they have been more flexible with substituting available chips for ones that they can't get and have been less impacted than most other car makers. As for deliveries getting pushed out many believe that it is due to increased orders.
The CNN article linked only has this to say about Tesla production:
"Tesla has said it expects to have only more than a 50% increase on its 2020 deliveries of 500,000 cars."
Meanwhile, it has this to say about other manufacturers:
"Toyota (TM), the world's largest automaker by number of vehicles sold, announced Thursday that it was cutting production as much as 60% in the North America and about 40% at plants in Japan in September.
Volkswagen (VLKAF) is also weighing production cuts, and General Motors (GM), Ford (F) and Stellantis have all announced temporary plant shutdowns due to part shortages caused by rising covid cases globally, especially in Southeast Asia, where many suppliers have been forced to cut or halt production."
So Tesla is expecting "more than a 50% increase on its 2020 deliveries of 500,000 cars" and has two new factories coming on line in the next 6 months vs cuts at Toyota, Ford GM and others.
Not nearly as devastating for Tesla as the title suggests.
