OF
Well-Known Member
Gotting the feeling they have to make/assemble the next "5" ceras just like the previous ones, like some kind of slow slow process..not trying to be negative. Just thinking out loud.
I'd expect spot shortages as production gets going. Remember the process, their suppliers are producing their first batches of the various parts. We know there are more of some of the ceramic parts than others for instance, no doubt yield related delays, remember the ceramic goes through several steps before a week long final firing. Rejects (size, color, finish, flaws, etc) after that need to be remade from scratch. They (the vendors) need to refine their process too so they deliver good parts on schedule so TV can do the same; both the strength and bane of so called 'just in time manufacturing'.
And Tim said they only got five sets of some of the Ti parts in (all 100 pieces of others) so Ti production will have to wait a while for number 6. When the bugs are sorted out TV should have more than enough to cover all the outstanding Ti orders and have some for stock....assuming the common ceramic parts co-operate of course.
The other day five turned into 15 over the weekend. Given the parts on schedule I suspect they can produce them at a fast enough clip to eat through the back orders pretty quickly. But when they get partial shipments from vendors they're pretty much stuck until parts get here.
Despite some opinions to the contrary they seem to be making some credible progress, I suggest some faith they'll keep doing that to the limits of their abilities?
OF