The global semiconductor supply collapse has its teeth into Ford Motor, which is now building F-150 trucks and Edge SUVs in North America without some parts. These include electronic modules that contain scarce semiconductors.
Ford will build and hold them for a number of weeks, then ship them to dealers once the modules are available and quality checks are complete.
Ford canceled the night shift last Friday and both shifts Friday at Louisville Assembly Plant due to a semiconductor-related part shortage. Ford Escape and Lincoln Corsair production is expected to resume Monday on short shifts, with full production scheduled to resume Tuesday.
Ford is also taking further down days at our Cologne plant, suspending Fiesta production March 1-16 as well as March 22 The costs tied to these actions are covered in the financial updates Ford previously provided.
Ford said that if the semiconductor shortage scenario is extended through the first half of 2021, the shortage could adversely impact Ford’s adjusted EBIT by between $1.0 billion and $2.5 billion, net of cost recoveries and some production make-up in the second half of the year.