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Fisker Ocean Supply Chain Issues


It doesn’t seem like any auto manufacturer is immune to supply chain challenges, but maybe Fisker can bridge the gap with its supply chain.
The auto industry has been severely impacted by supply chain woes during the COVID-19 pandemic. Semiconductor chip shortages in particular have challenged automotive giants the most. For example, companies like Ford, GM, and Toyota have recently shut down factories cutting back production due to chip shortages. Last week, Toyota’s CEO mentioned supply chain as the biggest headwind for his company...Read More.
 

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For sure they are facing some material shortage. Maybe not directly, but their supplier most likely.
The real question would be if these shortage will still be present when series production starts.

Some days ago Renault has stated they stopped the new Megane E-tech EV production due to chinese lockdowns and shortages. The same for VW/Skoda with many unfinished cars waiting for components.

We live in an uncertain time, so we need to have a lot of patience and.. hope!
 

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I think they're going to secure enough material for at least 100,000 orders. You don't want a failed product launch. In the future, I hope Fisker vertically integrates itself as well as Tesla has though without all the panel gaps and inconsistencies.
 

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I think they're going to secure enough material for at least 100,000 orders. You don't want a failed product launch. In the future, I hope Fisker vertically integrates itself as well as Tesla has though without all the panel gaps and inconsistencies.
Fisker is completely outsourced, the opposite of vertical integration.
 
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I think vertical integration mostly helps Tesla design a more elegant and efficient product. A secondary benefit is reduction of parts. But they’ve suffered supply issues like everyone else, because they still outsource a lot of components, especially electronics from places like Germany and China.

As it relates to Fisker, I think people may be underestimating 1) the degree to which Magna is vertically integrated and 2) the ability for good planning and partnerships to achieve the same goal of averting supply issues (with less expense).

In other words, there’s more than one way to cook an egg.
 
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