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ECD Automotive Design is a small, bespoke conversion company focused on building customized Land Rovers. The company has always had an unusual method of sourcing the classic and new parts it needs to make its restorations, but COVID has created truly unusual challenges. One solution? Ask mom to help.
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With over 35 years of supply chain experience, AIT’s Rich Grant is well suited to explain some of the realities behind the shipping snafus happening around the world. As the station manager for AIT Detroit, he has a front-row seat to how the global challenges are affecting automakers locally, including how the chip shortage could affect the 2021-2022 model year changeover.
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Electric vehicle supply chain news never stops, and this week we discuss a few items in the news, including GM’s partnership with Controlled Thermal Resources to harvest lithium from ocean water, Panasonic selling its stake in Tesla for $3.6 billion and how the chip shortage is affecting the supplier landscape
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With the auto industry spreading its wings - sometimes literally - into things like making silicon chips and flying taxis, you might need to invest in a wide variety of technologies and industries. That’s the strategy taken by the Trucks venture capital fund, but it’s not the only progressive attitude they take. See also their ban on “manels,” or men-only discussion panels.
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The growing number of electric vehicle sales means the global park is going to get more electrified over the next decade. We discuss what this means for aftermarket suppliers, including the fact that EVs use around 40 percent fewer parts, with McKinsey’s Sebastian Kempf.
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Third Way recently released an interactive map of the automaker facilities in the U.S., with a focus on current and future electric vehicle production. There are 50 plants in the U.S. and 24 are either building EVs of EV components today or will be by 2025. We discuss why this matters for U.S. jobs and the economy in general.
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The annual Plante Moran index of automaker-supplier relationships came out recently, and Toyota was in the number on position for the 10th year in a row. We speak with Robert Young, executive vice president, purchasing supplier development, Toyota Motor North America about how the OEM manages its supplier relationships and what will change - or not change - as Toyota starts building more and more electric vehicles.
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Whether it’s building engines without a chip that improves gas mileage to shifting production from one trim level to another, consumer vehicles will be different thanks to the chip shortage. Analyst Stephanie Brinley from IHS Markit explains what’s happening to the cars people will be buying this year, including why electric vehicles may be hit a bit harder than your traditional gas-engine models.
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Alan Votaw, director of sales, industrial automotive, AIT Worldwide Logistics
Description: The auto industry is dealing with the double whammy of COVID and a chip shortage, but those aren’t the only problems affecting the supply chain. AIT’s Alan Votaw stops by to talk about what he’s hearing from OEMs and Tier 1 suppliers about the state of the industry, including the upcoming challenges facing companies building electric vehicles, as getting battery components might be difficult in the near future.
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Dan Hearsch, managing director at AlixPartners, gets into the details of how silicon chips are made for the auto industry, why gaming console and tablets aren’t totally to blame for the chip shortage, and what it means to be in a crisis vs a shortage.
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