フォードが世界的なチップ不足を理由に特定の部品を使わずにF-150トラックを生産
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Ford(フォード)は世界的なチップ不足と寒波による部品不足の二重苦により、一部の電子モジュールを搭載していないピックアップトラック「Ford F-150」とクロスオーバー「Edge」を製造すると発表した。
フォードによるとこれらの車両は製造されてから数週間保管され、モジュールが入手可能になり、包括的な品質チェックが完了した時点でディーラーに出荷されるという。またチップ関連部品の不足により、ルイビル組立工場の2021年3月18日と19日のシフトをキャンセルすると発表した。同社によるとEscapeとLincoln Corsairの生産は3月22日にショートシフトで再開され、3月23日にフル生産を再開する予定だ。
世界的なチップ不足が長引く中、特定の部品を使わずに自動車を製造することを決定したのはフォードだけではない。GMは3月第3週の初め、一部のピックアップトラックに燃料管理モジュールを搭載しないで生産すると発表したが、これはこれらの車両が最高の燃費性能を達成することを妨げることになる。
フォードとGMはこれまで、チップ不足が2021年の業績に影響を与えるとのガイダンスを発表しており、2021年前半まで半導体不足シナリオが続けば、チップ不足によるコストは下半期の一部の生産補填を差し引いても10億〜25億ドル(約1100億円〜2700億円)の間になる可能性があるとしている。GMは2021年2月「世界的なチップ不足は2021年の生産、収益、キャッシュフローに短期的な影響を及ぼします」 との見通しを示した。
画像クレジット:Ford
【原文】
Ford said Thursday that some Ford F-150 pickup trucks and Edge crossovers will be built without certain electronic modules due to a twofold punch of a global semiconductor shortage and a lack of parts caused by a winter storm.
Ford said it will build and hold the vehicles for a number of weeks, then ship the vehicles to dealers once the modules are available and comprehensive quality checks are complete. The automaker also said it is canceling shifts tonight and Friday at its Louisville Assembly Plant because of the semiconductor-related part shortage. Ford said production of the Escape and Lincoln Corsair is expected to resume Monday on short shifts, with full production scheduled to resume Tuesday.
Ford isn’t alone in its decision to build vehicles without certain parts as the global chip shortage drags on. GM said earlier this week that certain pickup trucks would be produced without a fuel management module, a device that will prevent these vehicles from achieving top fuel economy performance.
Both Ford and GM have previously issued guidance that the chip shortage will impact its financial results in 2021. Ford has said that if the semiconductor shortage scenario is extended through the first half of 2021, the shortage could lower its earnings between $1 billion and $2.5 billion, net of cost recoveries and some production make-up in the second half of the year. GM said in February that the global shortage of semiconductors will have a short-term impact on its production, earnings and cash flow in 2021.
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(文:Kirsten Korosec、翻訳:塚本直樹 / Twitter)
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