Ford Authority reported in July that FoMoCo was considering shipping vehicles without chips directly to Ford dealers to increase inventory and clear up storage space in response to the global chip shortage. Ford dealers would then be able to receive chips for the vehicles as soon as they become available. Technicians could then install the chips, and then those vehicles could be sold. At a Dallas meeting, Ford told those present that the proposed solution would not be implemented unless production is severely impacted over the next few months.
Recently, Ford executives stated that they don’t believe the chip shortage will truly end until next summer. However, the recent resurgence of COVID-19 has suppliers even more pessimistic about the short-term future of chip production. Just last week, Japanese chip maker and Ford supplier Rohm stated that it expects the crisis to last through next year, at the minimum, even though it has ramped up production and ordered additional equipment in recent months.
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