Update on Mach-E launch progress from engineering friends in Mexico

[DaveRuns]

Hard to follow that logic, demand for Ford's Mustang Mach-E is greater than their current production capability before they can even get Demo cars to dealers to start selling them.

How is this hard to follow? If people were expecting cars in 2020, and now may not receive them until several months later, they’re likely not going to stick around and wait. I wouldn’t.

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[ChasingCoral]

How is this hard to follow? If people were expecting cars in 2020, and now may not receive them until several months later, they’re likely not going to stick around and wait. I wouldn’t.

But the folks who reserved, ordered, and have been waiting will be up front for delivery. It's the folks who are ordering now or will do so after they see the demos that will get to wait -- about as long as we have!

Clearly, the folks who have reservations and decided to wait until they sit in one may have a long wait. That's good for Ford. Sounds like a winner to me.

 

[SnBGC]

I think the comment was made a bit after the afternoon post that some of the 80,000 are cars for the EU/UK. But considering they're at 80K now, if they're planning on "only" 30K for the EU and UK, they're probably undercounting by a fair bit, if the USA reservation conversion is any guide. Plus we still have 16,000 GT reservations to go.

Some of the lack of information from Ford makes a bit more sense now.

Batteries might be the major limiting factor but not the only one when the model stikes this type of chord with so many people.

Makes sense. However, I had it in my head that GTs would be 2022 models anyway. I just figured that a summer of 2021 delivery goal for GT models would also mean they would likely be for the following model year. EVs never get released on time. We know this by now.

 

[trutolife27]

But the folks who reserved, ordered, and have been waiting will be up front for delivery. It's the folks who are ordering now or will do so after they see the demos that will get to wait -- about as long as we have!

Clearly, the folks who have reservations and decided to wait until they sit in one may have a long wait. That's good for Ford. Sounds like a winner to me.

Never when a vehicle launch does it ever make it on the ( first announced) time to dealers. Tesla was delayed over a year. The navigator well, dealers were getting 2 to 3 at a time.

Only certain Lincoln dealers were allowed to sell them at that point also. Not all ford dealers.
The demand for the navigator so so much ford came up with so many ways to speed up output.

Correct the people who have the orders in early are good to go. People that keep waiting well like anything else your wait is longer. If you want a GT I would say get that in also. Supply and demand.

No different than people waiting on the I phones in front of stores. Or my kid bugging me about this PlayStation 5 coming out. The last time I didn't get one ordered had to wait 4 months for his PlayStation. That was a cluster mess.

People act like well ford said late 2020 if I order august 31st I should still get it this year right lol.
Like anything In life if you want it. Get in on it right away.

 

[Kamuelaflyer]

But the folks who reserved, ordered, and have been waiting will be up front for delivery. It's the folks who are ordering now or will do so after they see the demos that will get to wait -- about as long as we have!

Clearly, the folks who have reservations and decided to wait until they sit in one may have a long wait. That's good for Ford. Sounds like a winner to me.

It's worse than that.

Looking at the information provided in the two or three posts, unless Ford can obtain somewhere in the vicinity of 30,000 extra sets of battery packs (etc), anyone in the US with a reservation number in excess of roughly 24,000 might be in a precarious situation. 20,000 is all that was planned and ordered for NA.

Ford definitely has the motivation to find an extra 30,000 batteries meeting the MME spec's, but those are in short supply. Those parts will come at a higher cost -- if they're available. Ford doesn't want the PR (and morale) disaster of refunding a huge number of orders. That will taint the car (undeservedly too). It will also permanently lose some number of customers (above 1 and below 1-million). They also need to make a profit. This is what I was alluding to earlier, they're in a no-win scenario.

My rez/order number is a bit below 36,000. I'm no longer concerned about whether I'll receive my Premium ER AWD infinite blue MME before Summer 2021. I'm now concerned about whether I'll see it at all. This order will not, under any circumstance, rollover till 2022.

 

[ChasingCoral]

Never when a vehicle launch does it ever make it on the ( first announced) time to dealers. Tesla was delayed over a year. The navigator well, dealers were getting 2 to 3 at a time.

Only certain Lincoln dealers were allowed to sell them at that point also. Not all ford dealers.
The demand for the navigator so so much ford came up with so many ways to speed up output.

Correct the people who have the orders in early are good to go. People that keep waiting well like anything else your wait is longer. If you want a GT I would say get that in also. Supply and demand.

No different than people waiting on the I phones in front of stores. Or my kid bugging me about this PlayStation 5 coming out. The last time I didn't get one ordered had to wait 4 months for his PlayStation. That was a cluster mess.

People act like well ford said late 2020 if I order august 31st I should still get it this year right lol.
Like anything In life if you want it. Get in on it right away.

That’s why I reserved a First Edition the night of the release and converted It to an order the day the order bank opened.

 

[ChasingCoral]

Ford definitely has the motivation to find an extra 30,000 batteries meeting the MME spec's, but those are in short supply.

Who’s to say Ford doesn’t already have contracts for the extra batteries?

 

[trutolife27]

The robots have certain steps it takes from start to finish in the body shops. Bodyshops, paint, and chassis to frame are your slow down points in the automobile manufacturing process.

There are stackers full of finished body. It is called a float. Says the float is 900 units. That gives paint a buffer in case Bodyshop breaks down, or out of parts to keep pulling body shells and keep building. Then there is a stacker full of painted units, same in case paint breaks down the lines can keep running.

With the robots, ford comes in and takes out all the smallest wasted steps to get from point A to point b. Out on the floor trim, chassis, and frame, jobs can be moved around added to keep the line going. Body and paint you can only go as fast as the machines will run.

On a small note, the tire room is the one who can shut the whole plant down. If there is a breakdown in the tire room, and the tire silos are empty. then the final area line can not move.

Here are some videos on some of the robots

 

[Kamuelaflyer]

Who’s to say Ford doesn’t already have contracts for the extra batteries?

I hope so. For obvious reasons Mark.

I think we can now officially throw out the idea that the reservation numbers were not sequential though.

 

[trutolife27]

Here is a video on the tire room.

 

[Kamuelaflyer]

Here is a video on the tire room.

Monster tires for the MME!

 

[SnBGC]

It's worse than that.

Looking at the information provided in the two or three posts, unless Ford can obtain somewhere in the vicinity of 30,000 extra sets of battery packs (etc), anyone in the US with a reservation number in excess of roughly 24,000 might be in a precarious situation. 20,000 is all that was planned and ordered for NA.

Ford definitely has the motivation to find an extra 30,000 batteries meeting the MME spec's, but those are in short supply. Those parts will come at a higher cost -- if they're available. Ford doesn't want the PR (and morale) disaster of refunding a huge number of orders. That will taint the car (undeservedly too). It will also permanently lose some number of customers (above 1 and below 1-million). They also need to make a profit. This is what I was alluding to earlier, they're in a no-win scenario.

My rez/order number is a bit below 36,000. I'm no longer concerned about whether I'll receive my Premium ER AWD infinite blue MME before Summer 2021. I'm now concerned about whether I'll see it at all. This order will not, under any circumstance, rollover till 2022.

I think you are okay with that reservation number. <50,000 should be produced and delivered as a 2021 model. Late spring perhaps.

 

[Kamuelaflyer]

I think you are okay with that reservation number. <50,000 should be produced and delivered as a 2021 model. Late spring perhaps.

Ordinarily, I'd agree. But this is 2020.

 

[trutolife27]

Ordinarily, I'd agree. But this is 2020.

well, suppose to be 10,000 before the end of this year also have to remember. If that number gets hit, I don't know guys. That will help with the 80,000. Sometimes things are worth the wait.

How many women make you wait all those years to marry? lol some worth the wait while others, well you get the point.

 

[Kamuelaflyer]

well, suppose to be 10,000 before the end of this year also have to remember. If that number gets hit, I don't know guys. That will help with the 80,000. Sometimes things are worth the wait.

How many women make you wait all those years to marry? lol some worth the wait while others, well you get the point.

At 1300 cars per week the last of the 70,000 cars will roll off the assembly line no earlier than the second week of January 2022. I sincerely appreciate the information you're providing and the real service you're doing for your employer. But Ford's senior management are the ones that now need to be explaining a real delivery timeline to their customers. The post-pandemic one has been blown to hell.

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