The microchip shortage is fading, but the changes it wrought remain

» Read the storyNorth American production cutbacksAutoForecast Solutions has kept track of the microchip shortage’s impact on assembly plants across the globe since the beginning of 2021. Here are the projected production cutbacks on lines in North America as of Dec. 15. BMW Vehicle Nameplate Location Potential LostVolume 2023 2-Series CoupeSan Luis Potosi, San Luis Potosi, Mexico4353-SeriesSan Luis Potosi, San Luis Potosi, Mexico4X3Spartanburg, South Carolina, United States17X5Spartanburg, South Carolina, United States30X4Spartanburg, South Carolina, United States12X6Spartanburg, South Carolina, United States18X7Spartanburg, South Carolina, United States18COMPAS Vehicle Nameplate Location Potential LostVolume 2023 QX55Aguascalientes, Aguascalientes, Mexico22GLBAguascalientes, Aguascalientes, Mexico2QX50Aguascalientes, Aguascalientes, Mexico52Ford Motor Vehicle Nameplate Location Potential LostVolume 2023 EdgeOakville, Ontario, Canada13MKX/NautilusOakville, Ontario, Canada3MaverickHermosillo, Sonora, Mexico1Bronco SportHermosillo, Sonora, Mexico4Mustang Mach-ECuautitlan, Mexico, Mexico13ExplorerChicago, Illinois, United States20AviatorChicago, Illinois, United States3ExpeditionKentucky Truck, Kentucky, United States405NavigatorKentucky Truck, Kentucky, United States98F-Series SuperDutyKentucky Truck, Kentucky, United States0F-Series SuperDutyKentucky Truck, Kentucky, United States11EscapeLouisville, Kentucky, United States32CorsairLouisville, Kentucky, United States8F-SeriesDearborn Assembly, Michigan, United States4RangerMichigan Assembly, Michigan, United States1BroncoMichigan Assembly, Michigan, United States921MustangFlat Rock, Michigan, United States18F-Series LightningDetroit Electric Vehicle Center, Michigan, United States6TransitKansas City 1, Missouri, United States7F-SeriesKansas City 2, Missouri, United States13E-SeriesOhio Assembly, Ohio, United States195F-Series SuperDutyOhio Assembly, Ohio, United States4S60/S60LCharleston, South Carolina, United States1General Motors Vehicle Nameplate Location Potential LostVolume 2023 EquinoxIngersoll, Ontario, Canada0SilveradoOshawa 1, Ontario, Canada15Silverado HDOshawa 1, Ontario, Canada14EquinoxRamos Arizpe 2, Coahuila, Mexico13BlazerRamos Arizpe 2, Coahuila, Mexico12SierraSilao, Guanajuato, Mexico30SilveradoSilao, Guanajuato, Mexico46EquinoxSan Luis Potosi, San Luis Potosi, Mexico21TerrainSan Luis Potosi, San Luis Potosi, Mexico18OnixSan Luis Potosi, San Luis Potosi, Mexico0SilveradoFort Wayne, Indiana, United States47SierraFort Wayne, Indiana, United States16MalibuFairfax, Kansas, United States20XT4Fairfax, Kansas, United States7CorvetteBowling Green, Kentucky, United States4Bolt EVOrion, Michigan, United States172AV1Orion, Michigan, United States2Bolt EUVOrion, Michigan, United States372Camaro ConvertibleLansing Grand River, Michigan, United States988CT4Lansing Grand River, Michigan, United States3Camaro CoupeLansing Grand River, Michigan, United States1CT5Lansing Grand River, Michigan, United States4TraverseLansing Delta Township, Michigan, United States17EnclaveLansing Delta Township, Michigan, United States10TraverseLansing Delta Township, Michigan, United States0Sierra HDFlint No. 2, Michigan, United States13Silverado HDFlint No. 2, Michigan, United States27Hummer SUTDetroit-Hamtramck/Factory Zero, Michigan, United States154OriginDetroit-Hamtramck/Factory Zero, Michigan, United States4ExpressWentzville, Missouri, United States9SavanaWentzville, Missouri, United States4CanyonWentzville, Missouri, United States3ColoradoWentzville, Missouri, United States11XT5Spring Hill, Tennessee, United States12AcadiaSpring Hill, Tennessee, United States10XT6Spring Hill, Tennessee, United States8LyriqSpring Hill, Tennessee, United States5SuburbanArlington, Texas, United States5YukonArlington, Texas, United States8EscaladeArlington, Texas, United States2Escalade ESVArlington, Texas, United States1Yukon XLArlington, Texas, United States3TahoeArlington, Texas, United States13Honda Motor Vehicle Nameplate Location Potential LostVolume 2023 CivicAlliston 1, Ontario, Canada0CivicAlliston 1, Ontario, Canada443CR-VAlliston 2, Ontario, Canada0HR-V/VezelCelaya, Guanajuato, Mexico0OdysseyLincoln 1, Alabama, United States1RidgelineLincoln 1, Alabama, United States2PilotLincoln 2, Alabama, United States0PassportLincoln 2, Alabama, United States1PilotLincoln 2, Alabama, United States9CivicGreensburg, Indiana, United States0InsightGreensburg, Indiana, United States0CR-VGreensburg, Indiana, United States0CivicGreensburg, Indiana, United States3RDXEast Liberty, Ohio, United States134CR-VEast Liberty, Ohio, United States0MDXEast Liberty, Ohio, United States290CR-VEast Liberty, Ohio, United States1AccordMarysville, Ohio, United States0TLXMarysville, Ohio, United States719ILXMarysville, Ohio, United States0CR-VMarysville, Ohio, United States0NSXPerformance Manufacturing Center, Ohio, United States0Hyundai Motor Vehicle Nameplate Location Potential LostVolume 2023 ForteMonterrey, Nuevo Leon, Mexico13Pride/Rio/K2Monterrey, Nuevo Leon, Mexico9Verna/AccentMonterrey, Nuevo Leon, Mexico0Santa FeMontgomery, Alabama, United States11ElantraMontgomery, Alabama, United States1SonataMontgomery, Alabama, United States0Santa CruzMontgomery, Alabama, United States4TucsonMontgomery, Alabama, United States13K5West Point, Georgia, United States8Sorento RWest Point, Georgia, United States11TellurideWest Point, Georgia, United States10Mazda Motor Vehicle Nameplate Location Potential LostVolume 2023 Demio/2Salamanca, Guanajuato, Mexico33Salamanca, Guanajuato, Mexico10CX-30Salamanca, Guanajuato, Mexico40CX-3Salamanca, Guanajuato, Mexico0Mazda Toyota Vehicle Nameplate Location Potential LostVolume 2023 Corolla CrossHuntsville, Alabama, United States2CX-50Huntsville, Alabama, United States437Mercedes-Benz Group Vehicle Nameplate Location Potential LostVolume 2023 GLETuscaloosa, Alabama, United States14GLSTuscaloosa, Alabama, United States5GLE CoupeTuscaloosa, Alabama, United States5SprinterNorth Charleston, South Carolina, United States0SprinterNorth Charleston, South Carolina, United States4Navistar International Vehicle Nameplate Location Potential LostVolume 2023 SavanaSpringfield, Ohio, United States1ExpressSpringfield, Ohio, United States1Renault-Nissan-Mitsubishi Vehicle Nameplate Location Potential LostVolume 2023 Micra/MarchAguascalientes 1, Aguascalientes, Mexico78VersaAguascalientes 1, Aguascalientes, Mexico543KicksAguascalientes 1, Aguascalientes, Mexico871SentraAguascalientes 2, Aguascalientes, Mexico999NV200/e-NV200Cuernavaca, Morelos, Mexico0D23/NP300Cuernavaca, Morelos, Mexico491VersaCuernavaca, Morelos, Mexico0VersaCuernavaca, Morelos, Mexico0TitanCanton, Mississippi, United States132NV SeriesCanton, Mississippi, United States0AltimaCanton, Mississippi, United States1FrontierCanton, Mississippi, United States0FrontierCanton, Mississippi, United States843MaximaSmyrna, Tennessee, United States70QX60Smyrna, Tennessee, United States238PathfinderSmyrna, Tennessee, United States687LeafSmyrna, Tennessee, United States128RogueSmyrna, Tennessee, United States1MuranoSmyrna, Tennessee, United States335Rivian Automotive Vehicle Nameplate Location Potential LostVolume 2023 R1SNormal, Illinois, United States1R1TNormal, Illinois, United States1EDVNormal, Illinois, United States1Stellantis Vehicle Nameplate Location Potential LostVolume 2023 ChargerBramalea, Ontario, Canada602300/300CBramalea, Ontario, Canada443ChallengerBramalea, Ontario, Canada903PacificaWindsor, Ontario, Canada10VoyagerWindsor, Ontario, Canada21500Saltillo, Coahuila, Mexico12500/3500Saltillo, Coahuila, Mexico11ProMasterSaltillo Van, Coahuila, Mexico5CompassToluca, Estado de Mexico, Mexico2CherokeeBelvidere, Illinois, United States4261500Warren Truck, Michigan, United States8WagoneerWarren Truck, Michigan, United States12Grand WagoneerWarren Truck, Michigan, United States7DurangoJefferson North, Michigan, United States5Grand CherokeeJefferson North, Michigan, United States0Grand CherokeeJefferson North, Michigan, United States10Grand Cherokee LDetroit 2, Michigan, United States28Grand CherokeeDetroit 2, Michigan, United States231500Sterling Heights, Michigan, United States41WranglerToledo North, Ohio, United States37GladiatorToledo Supplier Park, Ohio, United States4Subaru Vehicle Nameplate Location Potential LostVolume 2023 ImprezaLafayette, Indiana, United States10LegacyLafayette, Indiana, United States360OutbackLafayette, Indiana, United States1ImprezaLafayette, Indiana, United States0AscentLafayette, Indiana, United States514Tesla Vehicle Nameplate Location Potential LostVolume 2023 Model 3Fremont, California, United States20Model YFremont, California, United States21Toyota Motor Vehicle Nameplate Location Potential LostVolume 2023 RAV4Woodstock, Ontario, Canada4RXCambridge, Ontario, Canada0RAV4Cambridge, Ontario, Canada2RXCambridge, Ontario, Canada2NXCambridge, Ontario, Canada2TacomaGuanajuato, Guanajuato, Mexico3TacomaTijuana, Baja California, Mexico3SequoiaPrinceton West, Indiana, United States0HighlanderPrinceton West, Indiana, United States14HighlanderPrinceton East, Indiana, United States5SiennaPrinceton East, Indiana, United States3CamryGeorgetown 1, Kentucky, United States6AvalonGeorgetown 1, Kentucky, United States0ESGeorgetown 1, Kentucky, United States1CamryGeorgetown 2, Kentucky, United States9RAV4Georgetown 2, Kentucky, United States7CorollaBlue Springs, Mississippi, United States3TundraSan Antonio, Texas, United States0TacomaSan Antonio, Texas, United States0TundraSan Antonio, Texas, United States4SequoiaSan Antonio, Texas, United States1Volkswagen Vehicle Nameplate Location Potential LostVolume 2023 Jetta/BoraPuebla, Puebla, Mexico3Golf/eGolfPuebla, Puebla, Mexico0TiguanPuebla, Puebla, Mexico4TaosPuebla, Puebla, Mexico2Q5San Jose Chiapa, Puebla, Mexico2Q5 SportbackSan Jose Chiapa, Puebla, Mexico1AtlasChattanooga 1, Tennessee, United States1PassatChattanooga 1, Tennessee, United States0Atlas Cross SportChattanooga 1, Tennessee, United States955ID.4Chattanooga 2, Tennessee, United States1Source: AutoForecast Solutions For the past three years, the global microchip shortage has wreaked havoc on the auto supply chain, forcing automakers to cut millions of vehicles out of production plans and sending new-vehicle inventories and supplier profit margins plummeting.

The microchip shortage is fading, but the changes it wrought remain

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