When factories were shuttered and new-car sales cratered in the United States in the early days of the coronavirus pandemic last spring, many carmakers made what has turned out to be a critical error: they canceled orders for the microchips that have become essential to the manufacture and operation of new cars. But as demand for new cars has returned, carmakers have struggled to source the chips they need to complete their cars (consumer electronics manufacturers swooped in to claim excess chip-making capacity last spring), and many manufacturers have been forced to temporarily stall production of various cars. A new report from AutoForecast Solutions gives us an idea of exactly which cars have been affected, and by how much.
The report from AutoForecast was published Monday by Automotive News, and it quantifies the estimated impact of the microchip shortage on North American production so far. The data show that the three Michigan-based automakers are bearing the brunt of the shortage. AutoForecast estimates Ford has taken 324,616 vehicles out of production as a result of the shortage, while General Motors has removed 277,966 cars from its production plans and Stellantis has reduced production by 252,193 units as a result of the chip shortage. Honda, Nissan, Subaru, Toyota, and Volkswagen have lost between 20,000 and 46,000 units to the shortage. The report showed Volvo with the lowest number of vehicles impacted by the chip shortage at 1287, but Volvo also sells far fewer cars in North America than many of the other manufacturers listed here. For the full story, check out this article from Car And Driver.