RE: Semiconductor shortage triggers JLR shutdown

RE: Semiconductor shortage triggers JLR shutdown

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Discussion

Mark V GTD

2,235 posts

125 months

Thursday 22nd April 2021
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Time to get Castle Bromwich Spitfire fighter production up and running again :-)

das_funky_zeit

21 posts

55 months

Thursday 22nd April 2021
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rampageturke said:
Sandpit Steve said:
Maybe this will be the point at which Western manufacturing nations finally understand the need for some local chip manufacturing capability?
it's already underway, but it takes a good 2-3 years to actually get a fab up and moving if it was approved now. America being first in talks right now
Now that's an idea!!
Let's build some semi-conductor plants in the UK.
Wait a minute we did that, then they were shut down and moved abroad.
Fujitsu @ Newton Aycliffe
Siemens @ Silverlink

leef44

4,401 posts

154 months

Thursday 22nd April 2021
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Fetchez la vache said:
If this means manufacturers stop including stupid touchscreens that are dangerous when on the move, then good tbh.
That way they may actually think about what functions people want rather than just including it anyway as they can in yet another layer of bloody menus...
You are clearly a petrolhead, you are into driving and you want to drive safely. The general market doesn't care how a car drives, how to drive a car or what engine is in it.

What they care about is how it looks, how does the plastics feel inside and what gadgets is it loaded up with so that they can show off to their friends. The market will pay a very high margin for this.

cookie1600

2,126 posts

162 months

Thursday 22nd April 2021
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blueg33 said:
We have seen a 20% price hike on the imported steel we use. In discussion with Tata to source it from the UK, but they need to tool up and modify their production facilities - lead time is years
Same for us (a bespoke engineering company) and also for other lots of parts coming from abroad.

Aluminium and steel on ridiculous lead-times. Prices vary.
Clear polycarbonate sheets went up 300% in price last year and you couldn't get them for love nor money anyway. Lead-times went from ex-stock to three months almost overnight (Covid protection screen use mostly)
Proprietary engineering parts from electrical, electronic and mechanical suppliers are being quoted as two or three times the lead-time they were last year and end up being weeks late

And so on. I'm not sure if it's due to the pandemic, Brexit or the blockage in the Suez canal, but my brother in law works for a major DIY chain and he says they have no garden furniture to sell at the moment at all (mostly Chinese made) - absolutely nothing is on the shop floor or in their warehouse at their busiest time for sales of this type of product .

Let UK manufacturing go and so you will reap,....

Smiljan

10,880 posts

198 months

Thursday 22nd April 2021
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There were also 3 fires that shut down 3 separate semiconductor factories. The one in Japan owned by REC is still only at 10% capacity and that's just one factory.

Another in China went up that makes DRAM for many applications and another that make analogue to digital converters used pretty much everywhere burnt to the ground.



Edited by Smiljan on Thursday 22 April 17:21

Jerseyhpc

31 posts

106 months

Thursday 22nd April 2021
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Tried to order some Transits this week...The production has stooped until September as Ford’s supplier is the one that burnt down.
Diggers are well into next year already on some lines.
Vans are generally not available.
Fun fun fun.

RobEB

96 posts

96 months

Thursday 22nd April 2021
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Blame the BBC, they've just taken on a £1.2 billion supercomputer - to make weather forecasting more accurate.
Paid for mostly by the licence fee, i should add.

Sheepshanks

32,806 posts

120 months

Thursday 22nd April 2021
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RobEB said:
Blame the BBC, they've just taken on a £1.2 billion supercomputer - to make weather forecasting more accurate.
Paid for mostly by the licence fee, i should add.
It's a good job you don't post more frequently.

MDMA .

8,903 posts

102 months

Thursday 22nd April 2021
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Jerseyhpc said:
Tried to order some Transits this week...The production has stooped until September as Ford’s supplier is the one that burnt down.
Diggers are well into next year already on some lines.
Vans are generally not available.
Fun fun fun.
The plant in Kocaeli is shutting for 2 months. We are waiting for about 300 Customs frown

mini95

241 posts

246 months

Thursday 22nd April 2021
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There are lots of things that are contributing to this shortage, very high demand and not enough capacity through the process so lead times are getting longer and prices are increasing. More and more products are full of semiconductors now, so lots of things get effected,especially if there are factory fires as well. Even the snow in Texas earlier in the year caused factories to stop as power went down which has also affected output.

Sandpit Steve

10,104 posts

75 months

Thursday 22nd April 2021
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rampageturke said:
it's already underway, but it takes a good 2-3 years to actually get a fab up and moving if it was approved now. America being first in talks right now
Oh indeed, but the factory costs a billion or two, and is out of date the minute it’s completed. Thanks to Moore’s Law it actually makes no sense at all to build a new factory that makes anything except the latest, cutting edge technology. It’s not so simple in practice to fix the issue of overseas supply.

Mouse Rat

1,816 posts

93 months

Thursday 22nd April 2021
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Enough to drive you up the wall

Scottie - NW

1,290 posts

234 months

Thursday 22nd April 2021
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It's surprised me that Cisco switch and router supply has been hit so badly by this. Products normally on a few weeks lead time are now being quoted as 6 months, and these are for high end high profit devices.

Same with SBCs and SIP gateways, so many projects held up because of this.


anonymous-user

55 months

Thursday 22nd April 2021
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BFleming said:
Fetchez la vache said:
If this means manufacturers stop including stupid touchscreens that are dangerous when on the move, then good tbh.
Some temporary supply chain issues aren't going to influence the future of ergonomics, much to your disappointment; they're going to slow down production until the components are available again.
You're of course correct, but if this distraction-fest is the future of ergonomics, the world is going backwards

camel_landy

4,923 posts

184 months

Thursday 22nd April 2021
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RobEB said:
Blame the BBC, they've just taken on a £1.2 billion supercomputer - to make weather forecasting more accurate.
Paid for mostly by the licence fee, i should add.
...and in other news, the OED have removed "gullible" from the dictionary.

https://www.bbc.co.uk/newsround/56850822

The Met Office is buying the computer, with gov.uk investing £1.2bn. The BBC are just one of the many customers of the Met Office.

M

sheepman

437 posts

161 months

Thursday 22nd April 2021
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Range rover velar and f-pace production restarts monday after 3 weeks no productjon so looks like they're just changing the allocation of the chips.

wisbech

2,980 posts

122 months

Friday 23rd April 2021
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What generation of chip are we at now? 5nm? Frankly, I don't think you could build a fab plant in the UK and expect it to work - there's a whole infrastructure of suppliers/ engineers/ technicians that just doesn't exist outside Korea/ Japan/ Taiwan/ China. You would probably have to start with older tech - say 14nm, rather than jump to the latest and greatest.

Sandpit Steve

10,104 posts

75 months

Friday 23rd April 2021
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wisbech said:
What generation of chip are we at now? 5nm? Frankly, I don't think you could build a fab plant in the UK and expect it to work - there's a whole infrastructure of suppliers/ engineers/ technicians that just doesn't exist outside Korea/ Japan/ Taiwan/ China. You would probably have to start with older tech - say 14nm, rather than jump to the latest and greatest.
Yes, the problem is that the lower-grade fab shop is uneconomical to build from scratch, you hve to build the cutting edge plant and write the whole thing off within two or three years. A new plant based on old tech just doesn’t add up.

TUS373

4,516 posts

282 months

Friday 23rd April 2021
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leef44 said:
You are clearly a petrolhead, you are into driving and you want to drive safely. The general market doesn't care how a car drives, how to drive a car or what engine is in it.

What they care about is how it looks, how does the plastics feel inside and what gadgets is it loaded up with so that they can show off to their friends. The market will pay a very high margin for this.
You know, that is so very true. A car is a lump of metal, glass and plastic, yet there is a higher value placed on one lump compared to another. I was waiting behind a 21 plate Range Rover this week, probably £100K+ price, and thought "why would you?". It is because of how it makes the owner/keeper feel. I don't have that kind of ego these days, but the majority will.

I remember when, back in the 1990s, it was a big deal to have "i" for injection on the boot lid, then it was electric windows. Crazy really how humans work!

I would feel a right plonker moaning to the service desk in a dealership that "my car's self parking or fetching itself out of a parking space function does not work".

Edited by TUS373 on Friday 23 April 07:20

Tye Green

660 posts

110 months

Friday 23rd April 2021
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I've heard from an insider that semiconductor shortage is also a factor in the delayed launch on the new Nissan Quashqui.