Thousands of big new pickups aren't going to customers. Here's why.

When Kentucky Derby fans drove to and from Churchill Downs on I-71 over the weekend, it was hard not to notice the thousands of Super Duty pickups parked in rows while driving through Sparta.
This shows the multi-billion dollar impact of ongoing global semiconductor shortages on the auto industry, particularly Ford Motor Co. Super Duty trucks built at the nearby Kentucky Truck Plant in Louisville.
Nowadays they are built and parked and waiting for parts.
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Thousands of pickup trucks were seen from I-71 in Sparta, Kentucky on Sunday, May 2, 2021. At the end of March, Ford Motor Co. had approximately 22,000 vehicles, mostly in North America, waiting for chip-related components to be installed, Chief Financial Officer John Lawler said during a first-quarter earnings call with analysts on April 28, 2021. These seem super Being duty trucks manufactured by UAW members at the Kentucky Truck Assembly Plant in Louisville.
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"Ford will build and hold the vehicles for a few weeks and then ship them to dealerships as soon as the modules are available and extensive quality checks are completed," said Kelli Felker, Ford's global production and labor communications manager, when asked about the Free Press Kentucky supplies on Monday.
When America's best-selling F-Series is parked, Wall Street looks out for it.
Ford's CFO John Lawler told industry analysts after the first quarter results on April 28 that the company had parked around 22,000 vehicles at the end of March and was waiting for parts.
And the numbers keep growing.
"The semiconductor shortage and manufacturing impact will get worse before they get better," said Jim Farley, Ford CEO after the results were released.
Thousands of pickup trucks were seen from I-71 in Sparta, Kentucky on Sunday, May 2, 2021. At the end of March, Ford Motor Co. had approximately 22,000 vehicles, mostly in North America, waiting for chip-related components to be installed, Chief Financial Officer John Lawler said during a first-quarter earnings call with analysts on April 28, 2021. These seem super Being duty trucks manufactured by UAW members at the Kentucky Truck Assembly Plant in Louisville.
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In fact, Pat Gelsinger, CEO of Intel Corp., predicted the problem would plague the auto industry "for a few more years," Bloomberg reported on Monday.
When do the childcare loans start ?: The checks are due to be introduced in the summer.
Chip problem: Bottlenecks have disrupted the used car market. This is good for buyers.
The autochip nightmare that cripples auto factories around the world hits Ford Motor Co.'s global operations hardest in terms of actual retired vehicles, according to AutoForecast Solutions in Chester Springs, Pennsylvania. The company calculates plant announcements, shift productions and work schedules in the USA, Asia and Europe.
Thousands of pickup trucks were seen from I-71 in Sparta, Kentucky on Sunday, May 2, 2021. At the end of March, Ford Motor Co. had approximately 22,000 vehicles, mostly in North America, waiting for chip-related components to be installed, Chief Financial Officer John Lawler said during a first-quarter earnings call with analysts on April 28, 2021. These seem super Being duty trucks manufactured by UAW members at the Kentucky Truck Assembly Plant in Louisville.
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So far, a production downtime of :: has been forecast for this year.
Ford, 362,663 fewer vehicles
General Motors, 326,651
Renault Nissan Mitsubishi, 284948
Volkswagen, 207,521
Stellantis, 202.486
Toyota, 113,555
Honda, 82,482
Car manufacturers affected to a lesser extent are BMW, Hyundai, Daimler and Tesla. These figures exclude joint ventures between the Detroit Three and their partners in China, Russia, Turkey and other countries. The GM numbers include the subsidiary GM Korea.
While vehicle production could catch up again towards the end of the year, every month is less likely to go by.
Mary Barra, CEO of GM, waits to greet Ivanka Trump, daughter of President Donald Trump, during a visit to GM Technical Learning University on the GM Tech Center campus in Warren on September 2, 2020.
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Meanwhile, GM is the most affected automaker in North America according to current forecasts for the year:
GM, 277,030 vehicles
Ford, 234,964
Stellantis, 162.087
Subaru, 45, 272
Honda, 42,951
Renault Nissan Mitsubishi, 41,928
VW, 36,429
Toyota, 23,670
Tesla, 6,418 vehicles
There was also some reduction at Mazda and Hyundai.
AutoForecast provided a very detailed breakdown of the company's processes by individual plants, production plans and production rates.
GM is expected to post earnings on Wednesday. Stellantis said it would announce its broadcasts and earnings on the same day.
"This is a growing problem," said Sam Fiorani, vice president of global vehicle forecasting for AutoForecast Solutions.
"With the increasing computerization of vehicles, these chips are the elixir of life," he said. "They operate the drive train control unit, the infotainment."
Ford Super Duty Trucks on the assembly line at the Kentucky Truck Plant in Louisville, Kentucky on September 30, 2016
Ford was the first of the Detroit Three to release its first quarter earnings that exceeded Wall Street's expectations. But then the company forecast squeezed the stock price almost immediately.
Ford questioned whether its situation was very different from that of its competitors.
"The global semiconductor shortage affects automakers around the world - as well as other industries, including consumer electronics companies," said Jennifer Flake, executive director of global product communications at Ford, to the Free Press in response to the AutoForecast data.
Thousands of pickup trucks were seen from I-71 in Sparta, Kentucky on Sunday, May 2, 2021. At the end of March, Ford Motor Co. had approximately 22,000 vehicles, mostly in North America, waiting for chip-related components to be installed, Chief Financial Officer John Lawler said during a first-quarter earnings call with analysts on April 28, 2021. These seem super Being duty trucks manufactured by UAW members at the Kentucky Truck Assembly Plant in Louisville.
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Ford was badly hit by a fire on March 19 at the Renesas plant northeast of Tokyo, a leading semiconductor supplier that makes about two-thirds of all chips in the auto industry, Farley said. The chipmaker does not expect a return to full capacity until July.
"It is estimated that the full recovery in auto chip supply will extend into the fourth quarter of this year and possibly even into 2022, making recovery in industrial volume even more difficult in the second half of the year," Farley said.
Thousands of pickup trucks were seen from I-71 in Sparta, Kentucky on Sunday, May 2, 2021. At the end of March, Ford Motor Co. had approximately 22,000 vehicles, mostly in North America, waiting for chip-related components to be installed, Chief Financial Officer John Lawler said during a first-quarter earnings call with analysts on April 28, 2021. These seem super Being duty trucks manufactured by UAW members at the Kentucky Truck Assembly Plant in Louisville.
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Ford expects the chip crisis to cost the company an estimated $ 3 billion this year, Lawler said.
But that's not all that automakers are facing.
While commodity prices remained stable due to contracts for 2020, Ford now expects aluminum, steel and precious metals prices to spike by about $ 2.5 billion, Farley said. "So this will hit us if we get through the rest of the year."
2021 Ford Super Duty will experience a production cut due to the semiconductor shortage at the Kentucky Truck Plant in Louisville.
Morgan Stanley analyst Adam Jonas wrote to investors on April 28, "2021 is likely to be an 'odd' time for the industry, given the confluence of consumer strength, inventory shortages and extremely disruptive supply chain issues."
(Left to right) Ford engineer Shaunise Williams, Gary Johnson, CEO Jim Farley, Dearborn Plant Manager Debbie Manzano, and start team member Edana Jones discuss a machine operation on September 25, 2020. Johnson, Chief Manufacturing and Labor Affairs Officer, will retire on February 1, 2021.
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Contact Phoebe Wall Howard at 313-618-1034 or phoward@freepress.com. Follow her on Twitter @phoebesaid.
This article originally appeared in the Detroit Free Press: Ford, GM hardest hit by chip crisis as super-duty trucks pile up in KY

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