Category: Manufacturing Strategies

Little Progress in High-Level Trade Talks Among China and the United States

Supply Chain Matters provides a brief but important update to our streaming blog commentaries on global trade developments. New developments that occurred late last week regarding trade talks among China and the U.S. add new credence of the continued negative implications for geo-political global trade policy shifts on multi-industry supply chains, and specifically, the Apple supply chain.

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Apple’s Fiscal Q2 Financial Performance- A Turning Point for Supply Chain Strategy

Apple reported its financial performance for the March-ending quarter, and investors seemed very pleased. Supply Chain Matters is of the view that the latest fiscal quarterly results represent a significant strategy inflection point for Apple’s hardware product supply chains.

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Boeing Reports Stellar Q1-2018 Financial Performance

Aerospace manufacturer Boeing pleased investors last week in reporting what can only be described as stellar Q1-2018 financial and supply chain performance. Included in the results was additional evidence of an optimistic strategy directed at aftermarket services.

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Apple’s Announcement in Achieving 100 Percent Renewable Energy Use- More Work Remains

Global consumer electronics manufacturer Apple indicated this week that the company’s ten-year old goal to have all owned facilities 100 percent powered by renewable energy sources has been achieved. While Apple deserves credit for this achievement, the scope of this announcement does not include major elements of its global supply chain.

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Another Multi-Day Pause in Tesla Model 3 Production

Supply Chain Matters highlights additional concerning news regarding the ongoing Tesla Model 3 sedan production ramp-up, news that points to 4-5 day shutdown this week with the implication of another high-stress period for the innovative Tesla brand.

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Airbus and Boeing Q1-2018 Operational Performance Points to Supply Chain Weak Links

Both Airbus and Boeing have reported on operational performance and exited the March 2018 quarter showing signs of supply chain strains, but Airbus is dealing with the most significant challenge.

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Q1-2018 Global Supply Chain Activity Points to Many Caution Signs

Supply Chain Matters has previously cautioned our global based readers that in the current period of robust global supply chain activity, there is a need to pay close attention to the caution signs. With Q1-2018 regional and country-specific PMI indices now reported, those very caution signs are having a discernable impact.

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Time and Events are Waning Related to Tesla’s Model 3 Production Performance

Investment and business circles are becoming much more concerned with Tesla after a series of cascading events that have occurred. Now is the time for a clear experienced voice and accountability in operations management.

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