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AAH #761 - The Serious Supplier Squeeze
AAH #761 - The Serious Supplier Squeeze
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About this episode
A deep dive into the current challenges facing the automotive supply chain, particularly the impact of slow EV adoption and significant layoffs among major suppliers like Bosch and ZF. Experts discuss the implications of these changes on both OEMs and smaller suppliers, and how the industry is navigating the transition from internal combustion engines to electrification. The episode also touches on consumer attitudes towards EVs, the evolving market dynamics, and potential shifts in industrial policy as manufacturers adapt to new realities.
Topics:
supplier challenges
EV adoption
layoffs
market dynamics
industrial policy
consumer attitudes
electrification transition
automotive investments
Cars:
Acura ZDX
Audi e-tron
BMW 5 Series
Chevrolet Equinox
Chevrolet Silverado EV
Ford Country Squire
Ford Mustang
Ford Ranger
GMC Sierra EV
Honda CR-V
Hyundai Santa Cruz
Mazda MX-5 / Miata
Nissan Frontier
Nissan Leaf
Porsche Taycan
Tesla Model S
Tesla Model Y
Tesla Roadster
Toyota Camry
Toyota Prius
Toyota Tacoma
Toyota Tundra
Volkswagen ID.4
TOPIC: Auto Industry Outlook PANEL: Paul Eichenberg, Eichenberg Strategic Consulting; Tom Murphy, Freelance; Tanya Gazdik, MediaPost; Gary Vasilash, shinymetalboxes.net
Technical
Too Afraid to Ask
Alexander Migl (CC BY-SA 4.0)
Car
Porsche Taycan
"...think of what they put on the road alone, Porsche Taycan. Volkswagen ID4, I know you might not like it, bu..."
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Dennis Elzinga (CC BY 2.0)
Car
Volkswagen Id4
"...put on the road alone, Porsche Taycan. Volkswagen ID4, I know you might not like it, but it was early. ..."
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Alexander Migl (CC BY-SA 4.0)
Car
Audi Etron
"...hat Audi's done, you know, the GT, I'm sorry, the Etron GT, I think it was... What a fantastic look and c..."
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Dinkun Chen (CC BY-SA 4.0)
Car
Chevrolet Equinox
"...eally interesting vehicles on the road. The Chevy Equinox, very inexpensive vehicle, especially the factor ..."
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UltraTech66 (CC BY-SA 4.0)
Car
Chevrolet Silverado EV
"...that's fantastic. I test drove the 492 mile Chevy Silverado EV Worktruck and I towed a 25-foot air stream with i..."
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EurovisionNim (CC BY-SA 4.0)
Car
Nissan Leaf
"...ay the non-luxury makers, I just drove the Nissan Leaf. And it's actually the new one is cheaper than th..."
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TTTNIS (CC0)
Car
Toyota Prius
"...action. I mean, Toyota was often running with the Prius. So, call it what you want."
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Granada (CC BY-SA 4.0)
Car
Tesla Model S
"...ust this kind of novelty thing, but then when the Model S came along, suddenly people were really intereste..."
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Logti (CC BY-SA 4.0)
Car
Tesla Roadster
"...t how long did it take for Tesla to catch on? The Roadster was just this kind of novelty thing, but then whe..."
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Alexander Migl (CC BY-SA 4.0)
Car
Tesla Model
"...t, that you demand. And when you drove that first Tesla Model S for the first time, you're like, wow, now this ..."
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Deathpallie325 (CC BY-SA 4.0)
Car
GMC Sierra EV
"...ey're making the escalator IQ. They're making the Sierra EV. They're making the hummers there."
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Noah Wulf (CC BY-SA 4.0)
Car
Toyota Tacoma
"... about that? It's going to be a competitor of the Tacoma and the Ranger. And I mean, that segment has been..."
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Alexander-93 (CC BY-SA 4.0)
Car
Ford Ranger
"...'s going to be a competitor of the Tacoma and the Ranger. And I mean, that segment has been popular histor..."
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Zeometric (CC BY-SA 2.0)
Car
Hyundai Santa Cruz
"Yes, body on frame. You know, the Santa Cruz, the small Tucson with an extended bed that is, y..."
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LukaCali (CC BY-SA 4.0)
Car
Nissan Frontier
"... not forget, because you talked about Nissan, the Frontier. Yes, the Frontier."
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IFCAR (Public domain)
Car
Toyota Tundra
"...n, Toyota hasn't even done all that well with the Tundra in full size trucks. Nissan."
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S5A-0043 (CC BY 2.0)
Car
Toyota Camry
"It's, is that you were speaking about design before. And I'm going to ask you a design question any moment. But, you know, it used to be that, you know, designers in this town, Ford designers in particular used to refer to Toyota Camry's as being toasters. And that all the products from Toyota's were toasters."
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Greg Gjerdingen (CC BY 2.0)
Car
Ford Country Squire
"Yeah, absolutely. Country squire. Country squire, yeah."
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EurovisionNim (CC BY-SA 4.0)
Car
Honda Crvs
"...realistic when you look at how many rev fours and CRVs they sell. Every day, it's astounding."
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MercurySable99 (CC BY-SA 4.0)
Car
Mazda MX-5 / Miata
"...ari's answered to the SUV. It's about as low as a Miata. How they can get away with calling that an SUV."
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Hans-Jürgen Neubert (CC BY 4.0)
Car
Ford Mustang
"... series. I mean, maybe it impacts Camero sales or Mustang sales. I know Camero has gone."
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23 cars
23 cars featured
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