《华尔街日报》本周刊登了有关丰田汽车应对因新冠肺炎大流行而恶化的供应链不足的有趣报道。

你知道秘诀:汽车制造商很难维持生产线运转,因为他们缺少必要的部件,比如驱动你汽车所有电子设备的半导体芯片。 但是它们也缺少树脂,这些树脂被用在汽车的不同部件上。 这些原料来自德克萨斯州的一家炼油厂,由于2月份全州范围的冬季风暴,生产已经中断。

温和地说,汽车制造商们正在争先恐后。 福特汽车公司首席执行官Mark Fields在一次行业活动中表示:”我对供应基地了解多少,这让我感到震惊。” 这句引述最初引起我的注意:当像树脂一样无害的投入对你的成品如此重要时,这些大型制造公司怎么会不知道供应链的细节呢?

然而,几十年来汽车制造业就是这样做的。 它受到准时生产原则的影响很大,而准时生产原则是丰田生产系统(TPS)的核心,TPS是这家日本公司从1950年代开始倡导的著名理念。

真有意思! 然而,这段录像是在全球卫生危机之前制作的,十年的自然灾害使人们几乎不可能立即和可靠地获得这些投入。

供应商们正在应对压力,例如芯片制造商英特尔,该公司正在投资新墨西哥州和亚利桑那州的铸造厂,以供应美国市场。 汽车制造商正通过储备必需品来应对。 据《日刊》报道,丰田公司要求部分供应商提前几个月储备零部件,但这并不完全是TPS原则。 文章还提到,特斯拉正在投资原材料生产,以确保其电动汽车电池的稳定供应。

这与一个世纪前福特自己开采铁矿石的情况并不完全一样,但供应链的制约显然导致钟摆偏离了准时绝对值。 看看这会如何影响制造业向美国的转移将是很有趣的。

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https://www.marketwatch.com/press-release/pp-catalyst-market-size-current-development-sale-revenue-application-forecast-research-on-report-mines-production-cost-revenue-region-the-impact-of-covid—19-2022—2028-2022-12-19
https://www.marketwatch.com/press-release/the-polyethylene-catalyst-market-report-contains-detailed-information-about-this-industry-that-will-help-you-understand-the-current-state-of-the-market-2022-12-19
https://www.marketwatch.com/press-release/pe-catalyst-revenue-and-forecast-for-the-market-from-year–to-year-assessment-at-the-national-level-china-japan-india-south-korea-australia-2022-12-19
https://www.marketwatch.com/press-release/the-market-research-study-on-scent-air-machine-aids-in-assessing-the-markets-financial-strength-strategic-positioning-threats-and-opportunities-2022-12-19
https://www.marketwatch.com/press-release/the-cannabis-oil-extraction-machine-market-size-global-industry-trends-share-size-growth-opportunity-and-forecast-2022—2028-2022-12-19

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