Quote:
Originally Posted by PeteMoss
Did you read the article I post about Toyota's expected output increase this year?
The chipset issue is basically over. PC/tablet sales are down wildly year over year - https://www.idc.com/getdoc.jsp?containerId=prUS49918522 - which also means all the accessories that go along with that (docks, etc that hold chipsets are also way down). Last year - you'd get held by vendors saying if you want this product with a chipset - you have to pay a huge premium or its going to the next guy who will. That's over now.
Now its just a catch up in markets where you can't just boost production tenfold to catch up to the pent up sales - like vehicles. That is a supply chain issue where you can't keep up with demand - but its more of a demand issue now as its not a situation where you can't build up to capacity because of parts, now you can build up to capacity but you're catching up from the time where you couldn't do it. |
Expected output information is Toyota higher ups trying to tell people that everything is getting better, but in reality the lead times for new vehicles are still bad.
https://evto.ca/toyota-vehicle-wait-time-guide/
Almost every model listed is 3-6 months + wait.
PC sales are indicative of basically nothing because there are a half dozen reasons why sales could be falling or rising.
As an example, BTC prices are slowly rising again which means there we again be increased demand from the crypto mining broz. Plus summer is coming so heating costs are going away as winter starts winding down in the next month.