I think the fallacy in thinking that "supply chains don't appear overnight", is that if no one makes intermediate or full sized investment leaps then they the s

I think the fallacy in thinking that "supply chains don't appear overnight", is that if no one makes intermediate or full sized investment leaps then they the supply chain may be slow to appear or never appear in the volume needed. If you are too accustomed to a very mature supply chain (like IC drive trains fall into), I think a risk is leaning too much towards waiting for maturity. It's hard to interpret from just the article if BMW is saying not 'til 2020 as their development of the supply chain isn't ready yet, or that they're waiting longer to capitalize a supply chain until some cost reduction 'appears'. There are statements on either sides if those paths forward in the article. So it could be simultaneously true for different links of the supply chain.