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What other companies do you expect will be impacted in a similar way?

hyperpape 7y ago
I had lunch with a coworker who said all our orders for Lenovo laptops are backordered right now.
oflannabhra 7y ago
I’d expect anything that is manufactured in China to be in a similar situation. POs have already extended out significantly (some of our parts have more than doubled). Those estimates are at best guesses, I would be surprised if they don’t continue to slip. Manufacturing supply chains are at incredibly low levels. The second reason (slow sales in China) would really only affect things that are there, obviously.
- spectramax 7y ago
  Totally. Regardless of whether its China or some other place on earth, almost complete centralization of manufacturing supply chain from teddy bears to cold rolled steel and everything in the middle; we're gonna have a bad time. Now if that said country offers nothing in return in terms of fairness, flat-out bans foreign business from competing, subsidizing national corporations in return for citizen information, ruled by an authoritarian regime with fascist underpinnings, and has a public health emergency; boy we're headed towards a recession until the rest of the world equips with multiple points of failure in their supply chain. I am sure this small dip will lead to unoptimization of local optima and leads us into a stronger future where there is fair competition, stronger supply chain, and efficient international trade. I am sorry to bring up political aspects, but I hope it only portrays the objective state of the situation without any prejudicial color.
hprotagonist 7y ago
every pharmaceutical company, for a start.
guptaneil 7y ago
You’ll see the impact even more with hardware startups, who don’t have the means to keep a stockpile of products (like a capacitor to production woes). For example, Hiome builds its products in Chicago, but we get the PCB boards printed in China and are scrambling to adjust now that our boards are indefinitely delayed. I’m curious to see what the eventual ripple effects are to the industry from this hiatus.
Spooky23 7y ago
Anything PC is impacted now. February is always slow and inventory is tight. Quantities of many devices that are typically 10 days to fulfill are getting pushed back to April or May delivery. I know folks who sent teams out to clear out certain devices at retail to have a stockpile for replacements or new hires as a contingency.
dang-its-dumb 7y ago
Everything. For example, my company makes sports accessories. Our products are just not shipping from port cities in China.

I had lunch with a coworker who said all our orders for Lenovo laptops are backordered right now.

I’d expect anything that is manufactured in China to be in a similar situation. POs have already extended out significantly (some of our parts have more than doubled). Those estimates are at best guesses, I would be surprised if they don’t continue to slip. Manufacturing supply chains are at incredibly low levels. The second reason (slow sales in China) would really only affect things that are there, obviously.

spectramax 7y ago
Totally. Regardless of whether its China or some other place on earth, almost complete centralization of manufacturing supply chain from teddy bears to cold rolled steel and everything in the middle; we're gonna have a bad time. Now if that said country offers nothing in return in terms of fairness, flat-out bans foreign business from competing, subsidizing national corporations in return for citizen information, ruled by an authoritarian regime with fascist underpinnings, and has a public health emergency; boy we're headed towards a recession until the rest of the world equips with multiple points of failure in their supply chain. I am sure this small dip will lead to unoptimization of local optima and leads us into a stronger future where there is fair competition, stronger supply chain, and efficient international trade. I am sorry to bring up political aspects, but I hope it only portrays the objective state of the situation without any prejudicial color.

hprotagonist 7y ago

every pharmaceutical company, for a start.

guptaneil 7y ago

You’ll see the impact even more with hardware startups, who don’t have the means to keep a stockpile of products (like a capacitor to production woes). For example, Hiome builds its products in Chicago, but we get the PCB boards printed in China and are scrambling to adjust now that our boards are indefinitely delayed. I’m curious to see what the eventual ripple effects are to the industry from this hiatus.

Spooky23 7y ago

Anything PC is impacted now. February is always slow and inventory is tight. Quantities of many devices that are typically 10 days to fulfill are getting pushed back to April or May delivery. I know folks who sent teams out to clear out certain devices at retail to have a stockpile for replacements or new hires as a contingency.

dang-its-dumb 7y ago

Everything. For example, my company makes sports accessories. Our products are just not shipping from port cities in China.