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I'm hesitant to join in on this latest banter on
the wait, SOP (start of production), supply and
demand etc.....Here's a few logs to add to the
fire....Without a major or minor change (sheet metal)production
is continuous on carry-over products like Prius.
(except for "golden week" when the assy. plants take
vacation - I think first week in Aug).....sales plans
(i.e. production volumes) are negotiated beginning a
couple years prior to the given model year with only
minor adjustments at set intervals in between....we
strive for consistency rather than big swings (peaks and
valleys)these plans are blended together for all the global
markets to establish the operating plan and guide the
plants and suppliers....our plants typically build 3-5
different types of products...you might have a Lexus behind
it a van, behind that a Prius all on the same
line....(for instance prius went from a slow (lower
volume)production line to a faster line with the intro of the '01
last year....Demand is still outpacing
production....Demand has spiked about 8 weeks ago and holding
strength....production globally (1 plant) is approx. 3K/mo....1.5K Japan
domestic, 1K U.S., 400 Euro, 100 Canada.....if any market
pushes back we can get some incremental production,
There may be some constaint on batteries and HEV
components.... Fleet demand continues to grow and that impacts
availability of retail units....the 300 unit NY deal for
example, depending on the terms of the contract - when
deliveries need to be made will have an impact....with the
advent of new colors, option availability, and aging
demo units, we need to replace the dealers'TRAC
(Toyota Rent 'a' Car) So Aug production will be used for
this role....unless the dealer TRAC and fleet order
don't cover production, the first retail purchase
request should be filled from Sept. production......This
is not the time of year that automakers would
announce the intention of new products - that typically
happens around the winter auto show season.....PM
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