Dealers and consumers in the U.S. should not see shortages of most models affected by the shortage of computer chips as there is ample vehicle inventory, according to a Cox Automotive analysis of Auto Available Inventory data.
The global shortage of computer chips for vehicles has caused automakers around the world to trim production. Nearly every major automaker in all regions has been hit, including automakers operating in the U.S.
However, in the U.S., and due perhaps to smart supply chain management by the OEMs, the models that have been affected so far are those with ample and, in some cases, an overabundance of inventory, with a few exceptions.
The chip shortage comes at an inopportune time for Ford. It was forced to trim production of the all-important F-150 that was just launching in its redesigned form.
In mid-January, Ford had a 68 days’ supply of the F-150, which includes the new and previous versions. While that’s a bit above the industry average of 62 days’ supply, it represents a tight supply since trucks generally have more inventory than cars due to their nmany configurations.
The Toyota Tundra has experienced extremely low inventories since last spring, and now production has been trimmed due to the chip shortage. The Tundra’s days’ supply was at 20 in mid-January. Toyota is launching a redesigned version of the full-size pickup later this year.
Potential problems could be ahead for the Mazda CX-5 and Lincoln Aviator if they are victims of the chip shortage as has been suggested. Both popular vehicles were only a bit above the industry average inventory levels, with the CX-5 at 66 days’ supply and the Aviator at 67.
So far, around 33 nameplates sold in the U.S. are potentially being affected by the chip shortage. They tend to have...