Supply chain issues

I

In Excess

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We made it through 2021 without an issue, now it’s hitting us hard. Just trying to stock up the best we can.

most of our products were 30-60 days out previously. Now we are 6-9 months

trucks we are receiving used to be 330 days now at 450 days just for us to do our part 

 
Cant get engines. Cant get transmissions.  All my orders from October are late and still pending. I would normally stock up for spring but couldnt. Now Im not sure If I will invest in stock as the interest rates are climbing.  Best to order as needed now and hang on.

 
So weird that most industries haven't been able to get these issues sorted out by now

car manufacturers still dealing with chip shortage issues... yet there is no shortage of iphones or big screen TV's  

 
 iPhones or big screen TV's 
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oh it's coming, the shortages have just been under the radar and intermittent.

Just "delays" so far.

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there is a pecking order for electronics.  Cars>Phones>everyone else.  if we get an ETA of 52 weeks, it actually translates into "I have no freaken idea".  anything else is pretty almost accurate.  However, anything out past 20 or 30 weeks, seems to get pushed out.  but then again........... everything is getting pushed out so I guess that really is not much different.....

& I agree with @EmpirE231, here we are 2 years later................ why dont we have a grip on this yet???  WTF?

 
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We are at 9 months right now on all brands of public safety two way radios 

 
i'm in the grocery business, and we are at about 75% service level on all items but 92% on actual items we can get.

we are saying q4 will be a HUGE hit, so get ready

 
Takes 6 mos to get rolling steel doors in. 22-28 weeks for a nice residential garage door. Trying to put a 320 amp meter box on my barn. 52 weeks is what everyone is saying. Wanting to buy a new 1 ton truck. Dealer says if you order it you'll be ahead of other buyers. But they can't tell me when it'll arrive. And you pay LIST price. The new norm? I call B.S. Peace 

 
Just got a quote for a 200 amp three phase panel nothing special no GFCI no Arc Fault only two three pole breakers and they are quoting 35 working days.  Use to be 2-3 weeks.

Spoke to another contractor he had a big Service Entrance Section  on order. One manufacturer said over 50 weeks for delivery. That  would not work for the building another said we can do 30 weeks, that would work. So Cancel one order request submittals, have them approved send back to manufacturer who promised 30 weeks now says it's now 50 weeks. Call back first guy sorry your order was cancelled.... So 30 weeks into the cycle they receive notice it will be another 10 weeks, They were ecstatic they would get it 10 weeks early, Manufacturer said no 10 weeks later. 

So now this contractor has to wait another 10 weeks to finish a project  plus every one else on that job will not be getting paid in full for another 10 weeks. No Cof O no retention moneys paid.  

I have a project that the Owner was expecting to be down for about two weeks in the move from one shop to the other. Now it will be at least two months. It is some kind of testing Lab who expanded because they got some big contract and needed the space. Well now he won't be doing the testing for almost two months.

Seems the landlord at his current location found a new tenant who will take the place as is and plans on having them in the building as soon as they were scheduled to leave.

It's domino's and the first ones fell a year ago and the last one is still standing, We are just getting into the point where they really start to fall fast 

 
ChEFF said:
Takes 6 mos to get rolling steel doors in. 22-28 weeks for a nice residential garage door. Trying to put a 320 amp meter box on my barn. 52 weeks is what everyone is saying. Wanting to buy a new 1 ton truck. Dealer says if you order it you'll be ahead of other buyers. But they can't tell me when it'll arrive. And you pay LIST price. The new norm? I call B.S. Peace 
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have a part number? i have a friend who is an electrical buyer, and im in okc

 
Data Centers are also causing a lot of shortages that will ultimately affect home construction in my opinion (on the electrical side as least)...With everyone wanting to work from home - the amount of compute needed in these spaces has dramatically increased.  The big companies are panic buying - all the copper, breakers, wiring, servers (that take chips) - is being gobbled up...they have the money to pay above market to get what they wabt.  It went from a few megwatt space in 3 months, to over a year.  A few thousand servers in months, to almost 9 months...the network gear is the longest lead time - a year or more.

People are going to start using hardware longer - i.e, most server hardware has a shelf life of 5 years, that's going to be bumped up to 7 years or more.

I'm trying to figure out what areas i can invest in that will benefit from people using items longer than expected given new is hard to come by...similar to how used cars have gone up if that makes sense.  Other industries must have the same problem...It's almost like junkyard items are now no longer junk...another mans trash is another mans treasure means more now than ever.  Some sort of used cars salesman, but with things other than cars.  Rambling here, sorry.

 
supply chain issues have turned alot of my quick projects into long term ill get to em when i have the stuff and the motivation again projects. sandrail is one of em.

 
I am starting to see cracks in the economy.  Housing, consumer spending, consumer savings, corporate earnings, Chrysler and GM offering 0% on some cars again, auto finance and mortgage delinquencies.  IMO, we have already peaked and now it will just take time to run its' course.  The economy is not nearly as strong as CPI would lead you to believe.  Second half of '22 and 2023 gonna be rough IMO.  Farmers are sounding the alarm that food is going to go sky high and gas could touch $10/g this summer.   When demand falters (which has just started), supply chains will correct themselves.

Only positive thing that I can see is that American's pain will fill congress and the WH with republicans.....

 
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Bobalos said:
there is a pecking order for electronics.  Cars>Phones>everyone else.  if we get an ETA of 52 weeks, it actually translates into "I have no freaken idea".  anything else is pretty almost accurate.  However, anything out past 20 or 30 weeks, seems to get pushed out.  but then again........... everything is getting pushed out so I guess that really is not much different.....

& I agree with @EmpirE231, here we are 2 years later................ why dont we have a grip on this yet???  WTF?
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Yup it’s brutal.

I’ve owned my electronic component business for almost 18 years, been in the industry for 27 (9 years working for the biggest component distributor, Avnet).

Since I have 40,000 SKUs of inventory in stock, the supply chain and specifically electronic component shortage is making this my biggest year EVER 💵.

I do feel bad for everyone else, my fellow man, etc. being one of the few profiting like crazy off of this,… but like anything.. it goes both ways. Tons of market inventory available in stock and I make a hell of a lot less. 
 

I didn’t expect my years of buying excess component inventories would have EVER had such a crazy ROI. 
 

I speak to my veteran ex-coworkers and they have never seen this in the history of their electronics careers, some 50 years in the business.

The general consensus in our world (Industry peers) Is this will Likely last 2-3 years until it’s back to normal (New fabs being built and Production catching up).

I’ll likely retire then.

ABC

PS.

For example, I sold $60 worth of of one of my parts for $3000 last week …. Bananas!

 
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Major automotive parts warehouse here. A building big enough that we supply other warehouses, not dealer direct. Our 750,000 sqft building was just about at 50% of capacity when normal is between 96% and 98%. We have built up to around 60% in the last month and are working extremely hard to get back to normal. Management is saying we will be back to normal in Sept. but I'm not holding my breath. 

 
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