Quote:
Originally Posted by kypez
Just looking at numbers, it's been cleared. Ford/Toyota are targeting 5500 a month for Ranger/Hilux so it would suggest they are finding homes for all the cars. If they had a month at 2000-3000 cars, that could be put to supply/delivery issues.
Capacity to build 5000 cars and demand being more than that isn't a supply problem, it's an issue with predicted volumes. Capacity to build 5000 cars but only able to make 3000 (like due to semiconductor issues) would be a supply problem. Or ability to deliver 5000 cars but then only delivering 3000 due to the quarantine issues is again a supply problem.
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In this day and age it seems like having supply or predicted volume problems is a positive, because it allows you to increase your prices due to availability issues.
I'm convinced the industry doesn't compete with each other, it benefits all of them.