Shows
John Paul - Car Doctor Radio PodcastTalking tariffs with Sam Fiorani of AutoForecast SolutionsIn this episode we talk with Sam Fiorani Vice President Global Vehicle Forecasting
of AutoForecast Solutions. I have known Sam for 28 years and he is a wealth of knowledge of the automotive industry. We also review the very nice Infiniti QX50 and recap my 40 years at AAA
2025-04-0657 min
The Car Doctor PodcastTalking tariffs with Sam Fiorani of AutoForecast SolutionsIn this episode we talk with Sam Fiorani Vice President Global Vehicle Forecasting
of AutoForecast Solutions. I have known Sam for 28 years and he is a wealth of knowledge of the automotive industry. We also review the very nice Infiniti QX50 and recap my 40 years at AAA
2025-04-0657 min
ElectrifiedXpeng CEO: Tesla Is More Hardcore / Megapack Projects "Largest to Date"/ VW's $5B Mistake ⚡️All links can be found on YouTube!00:00 - Tesla Energy3:48 - Ransomware Update4:20 - Adapter Delays5:03 - Battery PSA5:56 - Share This6:55 - Peak Propoganda Cure8:30 - Xpeng CEO on FSD13:18 - Stifel Initiates13:58 - Cybertruck15:47 - Autoforecast16:29 - Waymo18:18 - Tesla China19:06 - BMW 6 Series19:21 - VW Invests in Rivian22:44 - Lightning Round25:55 - Tesla Stock Today2024-06-2626 min
America on the Road2024 Mercedes-AMG GLB 35, 2025 Mazda CX-70, Tesla, Full Self Driving, California DMV, Sam Fiorani, Auto Forecast Solutions, Ford, GMWe admit the Mercedes-AMG GLB 35 isn’t quite as sleek and sexy-looking as its sibling, the GLA, but when you’re at the controls of the compact sports utility, it immediately ceases to matter. The influx of 300+ horsepower is the biggest reason. Suddenly, you’re not operating a mundane grocery-getter, but instead, you find yourself piloting an agile, goes-where-you-point-it sports sedan that just happens to be almost five and a half feet tall.
The Motor Press Guild’s annual Drive Day gave Host Jack Nerad the chance to reacquaint himself with the joys of the AMG GLB 35 4Matic+, which is the hot...2024-06-1545 min
All-AxisA Look at Today's Auto IndustryWe’re thrilled to welcome back Joe McCabe from AutoForecast Solutions (AFS) to The All-Axis Podcast. Once again, Joe lends his expert insight into the automotive industry. He and Michael Thiessen cover a number of topics, including OEMs approach to trim levels and subscriptions, how they have and should react to the slow adoption of EVs, the future labor force, China’s desire to have a NA footprint and what that means for suppliers and manufacturing in general, and how the market conditions, not government mandates, drive what gets built. And Joe provides advice to anyone in auto manufacturing – be pro...2024-05-2840 min
Car Stuff PodcastStellantis Chinese Hookup, $10,000 Electric Cars, Electric Police VehiclesPaul Herrold of the Sons of Speed sits in for Jill this week. The hosts opened the show talking about the Genesis G70 small sedan which Paul is currently evaluating. He is generally pleased with the vehicle, which is popularly considered an alternative to the BMW 3-Series. The hosts went on to discuss new—and needed—federal guidelines for Emergency Automatic Braking systems, which all vehicles will be required to be equipped with for the 2029 model year. There is currently a confusing array of systems offered, with varying degrees of functionality. Still in the fi...2024-05-0754 min
Automotive News Canada PodcastApril 12, 2024 | AutoForecast Solution’s Sam Fiorani on Ford Oakville, N.A. EV outputAutoForecast Solution Vice-president of Global Auto Forecasting Sam Fiorani talks about Ford’s decision to delay EV production at Oakville Assembly, assesses the likelihood of more Honda output in Alliston, Ont., and weighs in on whether ZEV mandates are doing their job.AutoForecast Solution’s Sam Fiorani on Ontario EV output2024-04-1214 min
Automotive InsidersWho wins, who loses in the new world of BEVs and the Chinese?Joe McCabe, President and CEO of AutoForecast Solutions dispels some myths about the future of automotive production and provides a supplier reality check on the state of consumer demand, pricing, and electrification. Where are the barriers and where are the opportunities? He tells Automotive Insiders host Jason Stein. 2024-03-1416 minCar Stuff PodcastIonna Saves Public Charging, Best of the Chicago Auto Show, The Future of JeepPacked episode today. Jill and Tom began with a brief Chicago Auto Show recap, news regarding Ionna—the multi-carmaker charging network created in response to the failure of public-charging companies including Electrify America—and Electrify America’s new indoor charging facility in San Francisco. Jill also reviewed the 2024 Lexus GX 550, the replacement for one of Tom’s favorite vehicles, the long-running Lexus GX 460. In the second segment the hosts welcomed to the show Sam Fiorani of AutoForecast Solutions. Same addressed the recent Stellantis/Renault merger rumor, and looked at the near- and mid-term future of...2024-02-1350 minAmerica on the Road2024 Lexus LC 500, 2024 Honda Passport TrailSport, Hyundai, hydrogen cars, EVs, leasing, Sam Fiorani, AutoForecast SolutionsOur two test vehicles this week couldn’t be more different. The 2024 Honda Passport TrailSport is the brand’s latest effort to cash in on the current off-road craze that continues to sweep the nation. With all-terrain tires, a trick torque-vectoring all-wheel-drive system and some appearance mods, the Passport TrailSport isn’t just fun to say; it is also fun to drive. But will it do the job off-road? That is a question we raise in this episode of America on the Road.
Co-Host Chris Teague had the opportunity to test the TrailSport in some of the wettest weather ever to hit...2024-01-0646 minCar Stuff PodcastBig Recalls, Ford F-350 King Ranch, Recapping the Biggest Stories of 2023Jill and Tom opened this holiday episode of the podcast by discussing how the residents of Skokie, Illinois, mount huge light-up menorahs on the roofs of their cars in celebration of Hanukkah. Tom vowed to do the same next season. The hosts went on to discuss a massive Honda/Acura recall, and the echoes of the giant Takata airbag recall which still haunts the industry. Jill shared her thoughts about the massive—and massively expensive—Ford F-350 King Ranch pickup truck she recently evaluated. The review included a conversation regarding the benefits of opting for the singl...2023-12-2451 minCar Stuff PodcastSilverado EV, UAW Strike, Electric Vehicle Demandill returns to the studio for a topic-packed episode. In the first segment Jill recounts for Tom the highpoints of her recent participation in the Rebelle Rally. Tom is impressed that Jill sustained no serious injuries. Jill also gave an update on the North American Car of the Year (NACTOY) voting process. NACTOY finalists should be announced during the Los Angeles Auto Show. Jill also spent some time with the all-new Chevrolet Silverado EV. Jill came away generally impressed, and noted that the truck’s key selling point is battery range. Tom discussed briefly the Mazda Iconic SP concept ca...2023-10-3050 min
Automotive News Canada PodcastOct. 6, 2023 | Sam Fiorani: Auto is ‘under attack,' despite sales, production reboundsSam Fiorani, vice president of global vehicle forecast at U.S.-based AutoForecast Solutions, says the North American auto industry is “under attack” from all sides. Labour strife, rising interest rates, and still spotty inventory are hitting the industry simultaneously. Still, he says inventory and output continue to rise.2023-10-0621 min
Autoline After HoursAAH #665 - Why the UAW Strike Is About to Get a Lot WorseTOPIC: UAW Strike PANEL: Laurie Harbour, Harbour Results; Kalea Hall, The Detroit News; Sam Fiorani, AutoForecast Solutions; John McElroy, Autoline.tv2023-09-2257 minCar Stuff PodcastGMC Sierra Denali Ultimate, UAW Plays Hardball, Chinese Cars Go WestJill and Tom are both in studio this week. Jill talked a little about why she’s been away from the show, including a quick summary of the vehicles she’s recently seen and her time preparing for this year’s Rebelle Rally. Jill talked about her test drive of the 2024 GMC Denali 2500 Ultimate, a super-premium trim-level addition to the maker’s pickup-truck lineup. Tom talked briefly about the Fisker Alaska, an electric midsize pickup due for the 2025 model year. In the second segment the crew is joined by Sam Fiorani of AutoForecast Solutions...2023-09-0451 min
Automotive State of The UnionRecord Auto Loan Debt, Union Labor and Affordability, Rivians Burning TiresShoot us a Text.We’re power sliding into Monday as we talk about some record auto loan dept numbers. We also contrast that against the ongoing labor contract discussions. And did you know Rivian’s are burning through rubber at an alarming rate?A record $1.5 trillion in auto loan debt looms over the U.S., with over 100 million Americans having some sort of auto loan. Continuing factors like residual pandemic effects on supply chains, the Fed’s increasing rates and other economic shifts have escalated car ownership costs, leading to increased concerns about lending practices and gr...2023-08-1415 min
AFSVision90 Seconds with AFS - EV Market Shakeout Early adopters found #electricvehicles to be attractive alternatives to their ICE-powered prestige models, however the new-ness of buying an EV is wearing off. With that comes the need to compete for buyers. Despite #elonmusk ’s belief that the only limit to Tesla sales growth was pricing, there aren’t 20 million buyers just waiting for an affordable #tesla Improving production methods and lowering prices has become the latest step in the EV transition. Unanticipated snags at #generalmotors are slowing the roll-out of #cadillac , #hummer , and #BrightDrop EVs. Slow production means the EVs aren’t backed up at GM dealers...2023-08-0101 minCar Stuff PodcastLexus LS 500h, Corvette Crossover, and the Volvo EX30Sitting in again for Jill is Paul Herrold of the Sons of Speed. Jill returns next week. Paul and Tom began the show correcting mistakes made last week. Both hosts were guilty of misstatements which have been begrudgingly corrected. Tom followed up on last week’s podcast, which included an interview with Don Drucker of Chicago’s famous Superdawg Drive-In. Having learned that the establishment’s tamales are meat free—and he being vegetarian—Tom sampled the tamales. Listen to his review. Paul talked about paint-protection film (PPF), and why someone might want to consider having their car treated...2023-08-0154 minAFSVision90 Seconds with AFS - Rolls-Royce SpectreFew brands will hit their pure electric targets as they need to convert hundreds of thousands of buyers to the idea that an EV perfectly replaces their current model. Rolls-Royce, however only needs to find a few thousand buyers, and the appeal of an all-electric Rolls-Royce is obvious. Claimed on their website, this is “the beginning of an era that will see the entire model portfolio electrified by 2030” and that the new Spectre is “setting a clear path toward the marque’s first all-electric decade.” Henry Royce and Charles Rolls set a goal to build the “best car in the world.”...2023-07-1001 minAFSVision90 Seconds with AFS - Internet RumorsInternet rumors are a terrible source of information on the automotive industry. Here are a few that you need to avoid. The Ford Taurus - Clean Tech Yes, there is a new Ford Taurus coming and no it’s not coming to North America. With the dramatic decline in the sales of sedans in the United States, there aren’t many American automotive enthusiasts chomping at the bit to get their hands on a new Taurus. Sales of the last generation Taurus peaked just under 80,000 units in the U.S. in 2013, the only year it outsold the Mustang. Ford has...2023-07-0601 minCar Stuff Podcast2024 Jeep Wrangler, The Future of Internal Combustion EnginesJill and Tom opened the show discussing an extremely sexist Mercury ad from 1967 which Tom has featured on the Consumer Guide Daily Drive blog. Jill shared her impressions of the updated-for-2024 Jeep Wrangler, which benefits from revised styling and new tech features. Jill is a big fan of the plug-in-hybrid 4Xe Wrangler variants. Tom went on to discuss the 12-speaker Bose Centerpoint audio system found in the all-new Mazda CX-90. In the second segment Jill and Tom welcome Sam Fiorani of AutoForecast Solutions. The crew discussed Sam’s recent podcast addressing the future of internal-combustion engines. Sam...2023-07-0351 minAutoline After HoursAAH #654 - EVs Need Less Repair Work, But How Much Less?TOPIC: EV Repair; PANEL: Craig Van Batenburg, ACDC, Hybrid EV Training; Dan Neil, Wall Street Journal; Sam Fiorani, Autoforecast Solutions; Sean McElroy, Autoline.tv2023-06-301h 08The Car Doctor PodcastWe chat with Sam Fiorani - Vice President, Global Vehicle Forecasting - AutoForecast Solutions and a trivia question for podcast listenersIn this episode we talk with old friend and automotive expert Sam Fiorani about the automotive industry, preview the 2023 Honda Pilot and ask a tough trivia question which podcast listeners can answer for a prize (TBD) and chat with our listener family.
2023-06-2556 minAFSVision90 Seconds with AFS - Internal Combustion Engine FutureObituaries for the internal combustion engine are premature. Tighter emissions regulations have increased the demand for electric vehicles and better emissions controls make new gas engines amazingly clean. Despite that, the 1.5 billion vehicles on the road around the world still generate 12% of all greenhouse gases. Today’s EVs are practical for most everyday drivers leading governments to propose ICE bans. Laws limiting the use of ICE vehicles are on the rise. EV sales are growing year over year and will continue to do so, but maintaining this growth rate will be increasingly difficult. Combustion engines will power everyday vehicles be...2023-06-1901 minAFSVision90 Seconds with AFS - May 2023 U.S., Canada, Mexico Light Vehicle SalesMay ended with strong light vehicle sales in the U.S. approximately 3.5% better than expected. Improving on last May by 22.7%, the market was propelled by huge gains from Mazda and Honda with Subaru also beating the market average. All reporting brands, except for Lincoln, showed year-over-year gains with only Toyota not improving by double-digits. While the month performed very well, the sales forecast for 2023 remains unchanged as the growing anxiety over interest rates and the rising potential of labor strikes in the fall are tempering additional enthusiasm. Retail buyers are ceding more of the market to fleets, which are...2023-06-1201 minAFSVision90 Seconds with AFS - Lucid MotorsOriginally known as Atieva, Lucid Motors was founded in 2007 in California. In 2021, Atieva merged with the SPAC Churchill, changing its name to Lucid, and raising US$4.4 billion. Lucid is headed by Peter Rawlinson who came from Tesla. Alongside the CEO is an executive team with years of automotive experience; a rare quality in the world of EV startups. Rather than finding an existing manufacturing space, Lucid constructed a new plant in Arizona, thousands of miles from the center of the U.S. automotive supply chain. Lucid opened their plant in 2020 and began production and deliveries in the fourth quarter...2023-06-0501 minAFSVision90 Seconds with AFS - North American CompetitivenessOn May 25, twenty-seven Senators addressed the U.S. Environmental Protection Agency about the current push for tighter emissions. The letter to Administrator Regan asked for the EPA to “withdraw two recent proposals to regulate tailpipe greenhouse gas emissions” because “these proposals effectively mandate a costly transition to electric cars and trucks.” Using the Biden Administration and EPA’s exaggerated numbers, the letter claimed “the proposal will require approximately 67 percent of new vehicles sold in model year 2032 to be BEVs.” While pointing to possible legal concerns of these proposals “forcing a transition to battery electric vehicles through regulations”, the letter also discussed the...2023-05-2901 minAFSVision90 Seconds with AFS - 2023 UAW and Unifor Contracts Rising public support for unions and the current level of inflation will be in favor of the UAW and Unifor as negotiations begin in September. Profit at the automakers is always a balancing act between keeping stockholders happy and not making too much money where the workers believe they’re losing out. Unfortunately for those automakers, profits have been especially good in recent years, adding another support for raises to union members. For the YouTube video: https://www.youtube.com/watch?v=8mdWKL8JQD4 Find out how AFS can work for you: www.aut...2023-05-2201 minAFSVision90 Seconds - April 2023 Americas Light Vehicle SalesLight vehicle sales in the U.S. have been just as expected this year and continues the pace toward a year-end target of 14.77 million cars and light trucks. The estimated 2.7% growth in the Canadian market in April is on-par with the trend toward a 1.64-million-unit year. The continued recovery of the Mexican market rolled through April with nine straight months of double-digit growth pushing the AFS forecast up 1.19 million units this year. For the YouTube video: https://www.youtube.com/watch?v=cgrtVFuRm6g&t=1s Find out how AFS can work for you: www.a...2023-05-1501 min
Autocar BusinessEditors briefing: Could the US electrify faster than Europe?Join news editor Felix Page, correspondent Nick Gibbs and – for the first time – AutoForecast Solutions Vice President Sam Fiorani as we address the global car industry's hottest topics:Will president Biden's new EV targets have an impact on European car makers? Why is Ford leaning on its American heritage to rebuild itself in Europe? How can we make the £22,000 EV possible, at last? And much more... Hosted on Acast. See acast.com/privacy for more information.2023-05-0929 minAFSVision90 Seconds with AFS: MG and its Global ExpansionAs the automotive industry in China began to blossom about two decades ago, domestic manufacturers looking to export needed marketable names. The quickest way to do this was to acquire an established brand and polish it for new life. Brands like Geely’s Volvo have worked while names like Borgward have languished. And then there was the state-owned SAIC, which is playing the long game. When BMW decided to sell the former Rover Group, local investors were there to keep the British automaker going. As long as the company remained in local hands, the new company was allowed to us...2023-05-0801 minCar Stuff PodcastRebranding Jaguar Land Rover, Digging into PolestarTom and guest host Paul Herrold of the Sons of Speed (Jill is traveling this week) opened the show discussing the surprising rebranding happening at Jaguar Land Rover. Tom and Paul agree that the planned updates, which include spinning Discovery off as a separate brand, foretell the demise of Jaguar in the U.S. Paul shared news regarding a personal car purchase. Paul recently took delivery of a BMW M2, a vehicle he plans to enjoy on the race track. The hosts are joined in the second segment by Sam Fiorani of AutoForecast Solutions. Sam updated the team o...2023-05-0252 minAFSVision90 Seconds with AFS: EVs and the Inflation Reduction ActThe U.S. Treasury Department issued a revised list of electric and electrified vehicles that would qualify for up to $7,500 in tax credits for vehicles purchased on or after April 18th, 2023, under the terms of the Inflation Reduction Act (IRA). Passed in August of 2022, the IRA requires that manufacturers follow increasingly restrictive battery manufacturing rules so that customers can receive the tax credits for purchasing electric vehicles assembled in North America. For the YouTube video: https://www.youtube.com/watch?v=FpDgi3UkRBI&t=2s Find out how AFS can work for you: www.autoforecastsolutions.c...2023-05-0101 minAFSVision90 Seconds with AFS - 2023 Shanghai Auto ShowWhile car shows around the world are downsizing, the Shanghai International Automobile Industry Exhibition is rising as one of the more important places for automakers to introduce new products. This year’s event not only showed off new vehicles for the local market, but also provided the backdrop for new global products. As important as China is to foreign automakers, the local brands are also looking outside of the country’s borders for new markets and expansion. Here are some of the highlights. For the YouTube video: https://www.youtube.com/watch?v=yeElp5L6YLc Fi...2023-04-2401 minAutomotive InsidersBold predictions for an evolving auto industryJoe McCabe, president and CEO of AutoForecast Solutions, joins Automotive Insiders host Jason Stein to lay out how very different the near-term and long-term future of the automotive industry will be. Did you love the days of nearly 18 million vehicles sold per year? Gone. Big fan of EVs? Well, get comfortable with hydrogen. McCabe provides data-driven predictions that'll leave you wanting more.2023-04-2017 minAFSVision90 Seconds with AFS - First Quarter North American SalesAutoForecast Solutions sales forecast for North America has been updated including changes to the U.S., Canada, and Mexico regional outlooks. For the YouTube video: https://www.youtube.com/watch?v=sDMr-keq-0E Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com2023-04-1801 minAFSVision90 Seconds with AFS - RivianRivian has been the darling of Electric Vehicle startups until very recently. Slow ramp up of the Rivian R1T pickup and Rivian R1S SUV have not helped. Here's the AFS analysis of where the electric truck maker stands today. For the YouTube video: https://www.youtube.com/watch?v=zpeDghllDJo Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com2023-04-1801 minAFSVision90 Seconds with AFS - March 2023 Europe Sales Light Vehicle sales in the United Kingdom and European Union are struggling to recover from the market crash over the last few years, but better days are ahead. For the YouTube video: https://www.youtube.com/watch?v=_uGc_qT3pV8 Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com 2023-04-1701 minAFSVision90 Seconds with AFS - US Sales February 2023Light Vehicle sales in the United States were close to expectations in February, leaving the AutoForecast Solutions sales forecast unchanged. That doesn't mean there aren't interesting changes within those numbers. For the YouTube video: https://www.youtube.com/watch?v=iKmgdJ7ndeY Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com2023-04-1601 minAFSVision90 Seconds with AFS - Faraday FutureFaraday Future has been promising their luxurious FF91 for years and here's a little background on the EV startup. For the YouTube video: https://www.youtube.com/watch?v=shhYU02_uD4 Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com2023-04-1501 minAFSVision90 Seconds with AFS - CanooElectric vehicle startups are everywhere, and AutoForecast Solutions can provide answers about them. Here we briefly outline where Canoo stands in the automotive market. For the YouTube video: https://www.youtube.com/watch?v=NwZbIUp8fow Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com 2023-04-1401 minAFSVision90 Seconds with AFS - Canadian International Auto ShowElectric vehicles from Chevrolet, Buick, GMC, Hyundai, Kia, Toyota, Lexus, and Vinfast joined the APMA's Project Arrow at the 2023 Canadian International Auto Show (CIAS) in Toronto. For the YouTube video: https://www.youtube.com/watch?v=va1wOdtFMYM Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com2023-04-1301 minAFSVision90 Seconds with AFS - January 2023 North American SalesLight Vehicle sales in the United States, Canada, and Mexico were close to expectations requiring only a slight change to the forecast for North America. For the YouTube video: https://www.youtube.com/watch?v=dQTZQiOTuKc Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com2023-04-1201 minAFSVision90 Seconds with AFS - New York International Auto Show 2023AutoForecast Solutions previews the 2023 New York International Auto Show (NYIAS) which showcases the Ram 1500 REV, Hyundai Niro, Kia EV6, Toyota Prius Prime, Jeep Wrangler, Subaru Crosstrek Wilderness, Chevrolet Trax, Koenigsegg Gemera among many others. For the YouTube video: https://www.youtube.com/watch?v=y5p_-5_K2YA Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com2023-04-1101 minAFSVision90 Seconds with AFS - Excess CapacityExcess capacity in the automotive industry has been a growing problem as supply continues to outpace demand. Electric vehicles only make this worse. For the YouTube video: https://www.youtube.com/watch?v=APih1HB0rQI&t=3s Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com2023-04-1101 minCar Stuff PodcastAuto Inventory, Dealer Consolidation, BMW X7 M60iJill and Tom opened the show by talking about Jill’s strange hotel room. Jill is on the road to drive the new Hyundai Ioniq 6 sedan. The conversation turned to the monthly supply of new cars in the pipeline, and a review of several vehicles which should be easy to find on dealer lots at the moment. The hosts also discussed the all-new Genesis G70 Electrified, an all-electric version of the Korean luxury maker’s compact crossover. A full review of the vehicle will be shared on an upcoming episode. Jill and Tom are joined in the secon...2023-03-2053 minAutoline After HoursAAH #636 - Is Toyota’s EV Strategy Brilliant or Bonkers?TOPIC: Impact of the IRA; PANEL: Sam Fiorani, AutoForecast Solutions; Dan Neil, The Wall Street Journal; John McElroy, Autoline.tv2023-02-1756 minCar Stuff PodcastNorth American Car of the Year, Sony and Honda Hookup, Supply Chain MadnessAfter a three-month hiatus, Tom and Jill are back. Tom opened the show by surprising Jill with a question about minivans. Jill talked about participating in the 2022 Rebelle Rally, and brought us up to speed on the 2023 North American Car of the Year (NACTOY) winners. In the second segment Sam Fiorani of AutoForecast Solutions updated us on the state of the industry, supply-chain issues, and Tesla pricing. Sam also talked about his favorite harmonica act. Sam stuck around to battle Jill in this week’s Car Stuff Power Quiz, which included a bonus question regarding Denny’s Canadi...2023-01-1653 minAutoline After HoursAAH #629 - What Did the Auto Industry in ’22 Teach Us About ’23?TOPIC: What's in Store for 2023; PANEL: Jennifer Newman, Cars.com; Brett Smith, Center for Automotive Research; Sam Fiorani, AutoForecast Solutions; Gary Vasilash, on Automotive2023-01-071h 02
GT: Garage Talk148. The Future of the Auto IndustryOn this week's episode, Cory reaches out to Sam Fiorani, Vice President, of Global Vehicle Forecasting at AutoForecast Solutions LLC. In his role, Sam is responsible for tracking every vehicle in the world, and every plant for the next eight years. This episode dives, yet again, back into the waters of electrification and what the future of the industry looks like as well as what Sam sees from his vantage point.
You can follow Sam on LinkedIn or on Twitter: @SamFiorani
Subscribe to our YouTube Channel so you never miss a Car R...2022-12-231h 04
Automotive News Canada PodcastSept. 9, 2022 | Sam Fiorani on sales, chip crisis and Inflation Reduction ActSam Fiorani of AutoForecast Solutions says “we’re looking at this year hopefully being the bottom” of the chip and inventory shortages. He tells us how many new vehicles automakers will sell in Canada in 2022 and explains why the U.S. Inflation Reduction Act will inevitably “help Canada in the long run.” He also predicts which products Stellantis will assemble in its two Ontario factories.2022-09-0916 minCar Stuff PodcastElectric Pickup Ownership Costs, California EV MandateHost Tom Appel and co-host Jill Ciminillo begin the show by discussing the coming high-performance Toyota GR Corolla and new manual-transmission Supra. Jill shared details of an article she wrote regarding the cost of ownership of an electric pickup truck versus a gasoline-powered pickup. Guest Sam Fiorani of AutoForecast solutions joined the show to share his insights into the newly-announced California EV mandates, the Inflation Reduction Act extension of federal EV incentives, and coming Porsche IPO. Sam sticks around for the quiz, which feature questions about the Dodge brand. Tom talked about new posts at the CG Daily Drive...2022-09-0253 min
All-AxisWhat's In Store for the Auto Industry?Michael Thiessen is joined by Joe McCabe from AutoForecast Solutions. With more than 25 years of automotive industry experience, Joe has his fingers (and data) on the pulse of the industry and where it’s going. Michael and Joe have an interesting conversation about the future of the industry. focusing on the impact of electric vehicles and technology. If you are in the auto industry, you want to hear this discussion – it’s full of valuable insight and advice. Tell us what you think - send us a text message!Thanks for listening! Con...2022-08-2252 minCar Stuff PodcastShopping During the Chip Shortage, Honda Sony PartnershipWith co-host Jill Ciminillo out on assignment this week, host Tom Appel and co-host Damon Bell start the show by discussing Honda's recently announced joint venture with Sony to produce pure-electric vehicles and other mobility services. We also talk about the redesigned-for-2023 Honda HR-V, CR-V, and Pilot SUVs. Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, joins us to give his insight on how car shoppers can navigate the current new-vehicle inventory crisis. Tom has a quiz on 1977-model-year cars for Damon, and Damon runs down the latest articles on the Consumer Guide Daily Drive blog--including a...2022-06-2452 minCar Stuff PodcastTesla's Expanding Production Capacity, F-150 Lightning PricesWith co-host Jill Ciminillo out on assignment this week, host Tom Appel and co-host Damon Bell start the show by discussing the Chevrolet's recent teaser video of an all-wheel-drive hybrid Chevrolet Corvette and official confirmation of a pure-electric Corvette. We also talk about Ford commencing production of the pure-electric F-150 Lightning pickup, and delve into the Lightning's pricing structure. Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, joins us to give his insight on Tesla's new production facilities. Tom has a quiz on acronyms for Damon and Sam, and Damon runs down the latest articles on...2022-04-2952 min
Autoline This WeekAutoline This Week #2609 - Russian Invasion Upends The Auto IndustryIn addition to the terrible loss of lives, the tragic lines of refugees and brutal war crimes, Russia’s invasion of Ukraine is upending the auto industry. Automakers and suppliers felt the impact immediately, and the long term implications could take years to resolve. Joe McCabe, the CEO of AutoForecast Solutions, and Justin Cox, the director of Global Production at LMC Automotive, go through the details of what we’re likely to see.2022-04-1226 min
Autoline This Week - VideoAutoline This Week #2609 - Russian Invasion Upends The Auto IndustryIn addition to the terrible loss of lives, the tragic lines of refugees and brutal war crimes, Russia’s invasion of Ukraine is upending the auto industry. Automakers and suppliers felt the impact immediately, and the long term implications could take years to resolve. Joe McCabe, the CEO of AutoForecast Solutions, and Justin Cox, the director of Global Production at LMC Automotive, go through the details of what we’re likely to see.2022-04-1226 min
Automotive News Canada PodcastApril 8, 2022 | Sam Fiorani, Robert Karwel on Q1 sales, the luxury boom and chip crisisSam Fiorani of AutoForecast Solutions explains how the chip crisis has affected inventory of some of the best-selling vehicles in Canada while Robert Karwel of J.D. Power explains which vehicles people are buying, if they’re available.2022-04-0812 minCar Stuff PodcastChina's Leading Automakers, Toyota Camry TRDHost Tom Appel and co-host Damon Bell start the show by discussing their recent test drives of the sportiest model in Toyota's midsize car lineup: the Camry TRD. (Co-host Jill Ciminillo is out on assignment this week.) Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, joins us to give his insight on the current state of the Chinese auto industry. Tom has an engine-displacement quiz for Damon and Sam, and Damon runs down the latest articles on the Consumer Guide Daily Drive blog--including a test-drive review of the Ford F-150 Raptor. 2022-03-1853 minCar Stuff Podcast2021 Year in Review; 2022 Subaru WRXHost Tom Appel and co-hosts Jill Ciminillo and Damon Bell kick off the show by discussing the redesigned-for-2022 Subaru WRX. Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, joins us to give his insight on the auto-industry trends of 2021 and discuss the most significant vehicle introductions of the year. Tom has a "which came first?" quiz for Damon and Jill, and Damon runs down the latest articles on the Consumer Guide Daily Drive blog--including a test-drive review of the new-for2022 Genesis GV70 premium compact SUV. 2021-12-2454 minAFSVisionGreat Wall MotorsGreat Wall Motors is preparing to take on the world and here's why they just my succeed. For the YouTube video: https://www.youtube.com/watch?v=k_7SdAKiz2I&t=23s Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com 2021-11-1007 min
Ride: The Urban Mobility PodcastEpisode 6: What’s the Role of the Automaker in the Future of Mobility?GUESTS: Carla Bailo - Center for Automotive Research (CAR); Joost Vantomme, European Automobile Manufacturers Association (ACEA), and Sam Fiorani - AutoForecast SolutionsAbout this episodeIn our trailer for this podcast series, we used the now-famous quote by Mary Barra, Chief Executive of General Motors, who said the auto industry would change more over the next 5-10 years than it had in the previous 50.Mobility is changing, too, thanks to the rapid rise in cities around the world of micromobility solutions...2021-11-0345 min
Automotive News Canada PodcastOct. 22, 2021 | Breaking down Stellantis’ future in WindsorStellantis says it will reduce minivan output to a single shift in Windsor, Ont. But, Unifor Local 444 President David Cassidy says the company has promised new product and the return of three shifts, eventually. Sam Fiorani of AutoForecast Solutions says product is earmarked for the factory, but it’s contingent on the next collective agreement. Meanwhile, Ontario Premier Doug Ford says the province is willing to offer financial assistance to the automaker.2021-10-2210 minCar Stuff PodcastFord Production Woes, 2022 Toyota Corolla CrossHost Tom Appel and co-hosts Jill Ciminillo and Damon Bell kick off the show by discussing the new-for-2022 Toyota Corolla Cross subcompact SUV, and the redesigned 2022 Infiniti QX60 midsize SUV. Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, joins us to give his insight on Ford's current spate of production setbacks, including the Ford Bronco's hardtop production woes and the product-allocation challenges for the soon-to-arrive Ford Maverick compact pickup. Tom has a zany quiz for Damon and Jill that links the new Ford Bronco and actor Jimmy Smits, and Damon runs down the latest articles on...2021-09-0954 min
Automotive News Canada PodcastSept. 3, 2021 | Sam Fiorani on chip crisis: ‘It’s like trying to turn the Titanic’Sam Fiorani of AutoForecast Solutions explains why automakers idle some Ontario plants before others worldwide, how long the on-again-off-again production due to the chip shortage might last, and which EVs Ford Oakville will be building.2021-09-0313 minAFSVisionStellantis EV Day 2021 Sam Fiorani of AutoForecast Solutions reviews automaker Stellantis' EV Day 2021. The July 8, 2021, review of the global automaker's plans include new electric vehicles for all 14 brands as well as new dedicated plants around the world. For the YouTube video: https://www.youtube.com/watch?v=IhbqTScxkqA Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com 2021-07-1210 minCar Stuff PodcastEV-Startup Reality Check, Underrated CarsHost Tom Appel and co-hosts Jill Ciminillo and Damon Bell kick off the show by talking about the current and recently discontinued vehicles they think are underrated. Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, joins us to discuss the current crop of electric-vehicle startup companies and their prospects for success, as well as the ongoing microchip shortage and other auto-industry current events. Sam also sticks around for the third segment to serve as our guest quizmaster--he has a quiz for Tom, Damon, and Jill on which Hollywood celebrities serve as spokespeople for various automakers. Damon...2021-07-0253 minAFSVisionFord Plus Plan May 2021Jim Farley and the Ford Motor Company outlined their Ford + plan and the changes planned within the automaker. AutoForecast Solutions VP Sam Fiorani outlines many of the expectations from Ford + and how it will change the way Ford interacts with its customers. Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com2021-06-0108 min
慢速英语丨每天五分钟收听全世界20210525【字幕】福特推出电动皮卡F-150**********************音频的原文和翻译，可以在【季冬记事】工众号的历史记录里面找到哦**********************福特推出电动皮卡F-150福特汽车公司正式推出了其最畅销的电动皮卡F-150。在本周的一次活动上，该公司展出了其最新型号的F-150 Lighting。福特首席执行官吉姆·法利（Jim Farley）在介绍这款车时表示，该车型代表了公司的分水岭。他还表示，这也标志着汽车行业一次非常重要的转变。专家表示，福特的目标是利用新车型，与电动卡车市场上的其它公司，尤其是特斯拉和通用汽车展开竞争。这款电动车似乎是在一款颇受欢迎和口碑较好的皮卡基础上为买家提供一种新技术，有利于环境，并节省了燃油成本。这款皮卡将于明年开始在密歇根州迪尔伯恩市的生产中心生产。福特称，将向该生产中心投资7亿美元，并增加500个新的工作岗位。该公司计划在2022年春季开始销售这些车辆。F-150 Lighting起价接近4万美元，共有4种不同版本。基础款单次充电可行驶370公里。福特表示，F-150电动版的驾驶位和车身尺寸与燃油版相同。而且福特电动汽车最高可获得7500美元的联邦税收抵扣，因此基础款的价格降至32500美元左右。这远低于F-150燃油版起价37000美元的最低价格。该公司表示，配备远程续航电池组的Lightning高端版的牵引力约为4500公斤。这可以跟许多燃油版的卡车相媲美，但是相较福特强大的V8发动机低大约1350公斤。F-150电动版配备了39厘米的中控屏，以及原本安装燃油发动机的额外储物空间。福特表示，带有扩展电池组的Lightning可以为一个家庭提供最多3天的电力。高端版皮卡的售价可能在6万到9万美元之间。通常，福特在美国F系列卡车的年销量约90万辆。这款车型近40年来一直当选美国最畅销的汽车。在美国各地的建筑工地，F-150皮卡随处可见。福特预计从2023年开始将F-150电动版的年产量提高到4万辆以上。该信息来自于行业研究公司AutoForecast Solutions的专家萨姆·菲奥拉尼的路透社采访内容。相比之下，特斯拉起价39900美元的Cybertruck电动皮卡将于2022年开始批量生产。通用汽车将其首款电动皮卡定义为电动超级卡车（GMC Hummer EV）。它将于2022年秋季投入生产，价格从近8万美元到近10万美元。虽然美国电动汽车销量正在提升，但整体市场份额仍然占比很低。截至今年4月，汽车制造商在美国的电动汽车销量大约是10.8万辆，几乎是去年同期的两倍。然而，汽车行业研究机构埃德蒙兹报道称，电动汽车仍只占美国汽车销量的2%。布莱恩·林恩为您播报。2021-05-2505 minAutoline After HoursAAH #557 - Will EVs Have Hockey-Stick Growth?TOPICS:- Would Americans buy a Hong Guang mini EV?- Will OEMs become “tech” companies before tech companies become “OEMs”?- Did COVID kill car sharing?- Will EVs have hockey-stick growth?- Will OEMs price themselves out of the market?PANEL: Eric Noble, The CARLAB; Sam Fiorani, AutoForecast Solutions; Gary Vasilash, on Automotive; John McElroy, Autoline.tv2021-05-201h 20
Automotive News Canada PodcastApril 30, 2021 | When might the chip shortage end?Sam Fiorani, vice-president of global vehicle forecasting at AutoForecast Solutions, says the auto industry has never faced a kink in the supply chain like one created by the microchip shortage. It’s creating unrecoverable production losses in Canada. And an end is a long way off while the solution to ensure it never happens again isn’t easy or cheap.2021-04-3014 minAFSVisionManufacturing semiconductor chips won't happen over night (BNN Interview)AFS President, Joe McCabe, sits down with Amanda Lang of BNN Bloomberg to discuss the ongoing issues of the semiconductor chip shortage and the effects it will have on future production. Link to source: https://www.bnnbloomberg.ca/video/manufacturing-semiconductor-chips-won-t-happen-over-night-autoforecast-solutions-ceo~2172779 Our thanks to Amanda, and BNN Bloomberg for this opportunity to share our knowledge on the subject. Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com2021-04-1407 minAFSVisionNews - Ford Assembly Plant Shutdown (WDRB Interview)AFS President, Joe McCabe, discusses the chip shortage and the Ford plant shutdowns with Chris Otts of WDRB News. This is an episode of the Uncovered podcast, brought to us by WDRB. Link to source: PODCAST | What's causing so many Ford shutdowns? | In-depth | wdrb.com Our thanks to Chris, and WDRB for this opportunity to share our knowledge on the subject. Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com2021-04-1420 min
Uncovered by WDRB NewsWhat's with all these Ford shutdowns?One of the biggest Louisville business stories of 2021 has been the frequent disruption at Ford Motor Co.'s vehicle plants. Louisville Assembly Plant has borne the brunt, missing six weeks of production so far. The impact extends far beyond Ford's two factories to dozens of supplier plants in the region. WDRB's Chris Otts and Katrina Helmer explain the roots of the global shortage of computer chips that is roiling the auto industry, with the help of Joseph McCabe of AutoForecast Solutions LLC.2021-04-1320 min
The Car DoctorAAA Car Conversations with.......Sam Fiorani is the Vice President of Global Vehicle Forecasting at AutoForecast Solutions2021-03-2936 minAFSVisionGlobal Vehicle Disruption Analysis - March 2021Supply chain issues with semiconductor chips, hot rolled steel, and foam products are disrupting the production of light vehicles. AFS reviews the problems and causes of the disruptions within the car and truck assembly industry worldwide. For the YouTube video: https://www.youtube.com/watch?v=IJCSU3NihlA Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com 2021-03-2208 min
Cars That Matter55 - Sam Fiorani and AutoForecast SolutionsRobert Ross is joined (virtually) by Sam Fiorani to discuss the disruption of electric vehicles, the global market shift into trucks and SUVs, and the future of the car collector industry at large. After introductions, Robert asks Sam to share how he ended up at AutoForecast Solutions (1:08) and exactly what they do (2:30). Then Robert shifts gears to deep dive into the topic of electric vehicles and their impact on the car market (4:08). After a short break, the two men review the shift of popularity from cars to trucks and SUVs (14:49) and the unexpected factors to...2021-03-0834 min
天下文化‧相信閱讀EP15│全球半導體短缺，美、日、德等國都傳出向台灣求援；美國股市近期爆發的「GameStop」之亂，這場「史詩級軋空戰」怎麼回事？一週財經聚焦 一、全球半導體短缺，Bloomberg 以「全球正危險地依賴台灣半導體（The World Is Dangerously Dependent on Taiwan for Semiconductors）」為題，報導全球車用晶片短缺下，包括德國福斯、美國福特及日本Toyota等大廠，都因為沒有晶片被迫停工，美、日、德等國都傳出向台灣求援，看來供應鏈重整效應已經開始發酵，我們要怎麼解讀台灣半導體未來的喜與憂？ 國際媒體相關報導 ●CNBC：〈Taiwan ministry says TSMC will prioritize auto chips if possible〉(臺灣經濟部部表示，台積電將盡可能優先供貨汽車晶片) 這篇報導引述了經濟部長王美花的說法：台積電將盡量擴增產能，以應付汽車產業的需求。 由於川普採取了壓制中國半導體發展的政策，全球汽車廠商因為半導體產能緊張，陷入了停工危機。 ●華爾街日報：〈Chips Are in Hot Demand—and That’s a Problem〉(晶片需求激增，那是一個大問題) 智慧型手機以及電動車的需求增加，壓縮了半導體的產能 ●倫敦金融時報：〈Global chip shortage puts car supply chain under the microscope〉(全球晶片短缺，讓汽車供應鏈陷入危機) 關鍵零組件短缺風險，正威脅汽車產業。 分析解讀 現在疫情還沒有完全消退，當前的經濟狀況，可以從以下三個角度分析： 消費者角度：日子過得好爽，不工作就有錢拿，政府發的紓困支票剛好拿去炒股票。 政府角度：忘記赤字大印鈔，享受大政府時代。 企業家角度：企業家是最辛苦的，只能在不確定中匍匐前進。 拜登上臺後，馬上簽署了「Buy American」的行政命令，呼籲大家愛用美國貨，引發市場關注。但基本上這原本就應該是《聯邦法》的一部份，到底輿論為何有所擔憂。幾十年來，「買美國貨」其實一直都是美國政府採購法的部份，自 1933 年開始，相關法律就要求美國聯邦政府在購買產品時，必須傾向於美國本土製造的產品。 美國前總統 Calvin Coolidge也曾說：「 The business of America is business。」所以，全球所有的經濟活動，尤其在美國，都是經濟決定政治。 由於過去汽車生產商大多採取「即時」（just-in-time）的生產模式，也就是預估銷售數量，盡量減少庫存，且沒有囤積元件的習慣。在去年春天疫情爆發，實施經濟封鎖後，晶片供應商擔心庫存積壓，取消了原計畫在2020年上半年給代工廠的訂單。但報告顯示，全球汽車業的恢復速度比預期快得多，尤其是需要安裝更多晶片的混合動力汽車和電動汽車。 與此同時，汽車業的復甦伴隨著「宅經濟」需求的增加，新的Playstation 5和iPhone 12等商品銷售表現樂觀，最終導致了晶片的供不應求。Just in time 證明對付不了Just in case。 晶片的短缺對各國汽車產業的影響並非一模一樣。牛津經濟研究院首席產業經濟學家Stephen Foreman表示：「就對GDP的打擊而言，德國和日本對汽車業的依賴比較重，因此顯得尤為脆弱。然而，美國汽車市場所面臨的衝擊沒有想像中的大，因為美國汽車市場及其供應鏈業務僅佔美國經濟約2%。」 相比之下，韓國受到的影響微乎其微，因為韓國擁有兩家全球最大的晶片製造商--三星和SK海力士，他們都在加緊生產。 1986年，日本與美國在半導體產業發生劇烈貿易摩擦，簽訂了《日美半導體協議》(當年的狀況類似現在的美中貿易戰)。當時日本壟斷世界半導體市場，無法忍受的美國利用該協議，片面抬高日本半導體的價格，提高了美國企業的佔有率。美國當時開始致力於半導體的「水準分工」，一反當時半導體產業主流多從設計到製造全由一家企業完成的「垂直整合模式」，而是讓美國廠商專注於上游設計開發，把需要鉅額投資，但附加價值小的生產甩給亞洲企業。 台灣當時就是「在適當的時機做了適當的事」，明確的切入產業，因此有了今天的台積電和聯電。現在，全球當前能生産尖端半導體的，是台積電、三星電子和英特爾三家企業。但現在英特爾也面臨衰退危機。 不過，要知道IC上下游產業包括設計、製造、封裝測試三大部分，上下游產業緊密整合，是台灣重要的優勢來源。依據相關統計，去年聯發科在設計排名全球第4，日月光和矽品分居封測第1、3，台積電、聯電亦是分居晶圓代工第1、3位。全球晶圓代工產業，台灣市占率高達65%，遙遙領先其他國家。另外，環球晶在矽晶圓市場居第3位，記憶體有南亞科、旺宏與華邦等大廠，顯示台灣IC產業特別是晶圓製造在全球有著關鍵性的地位。 美國憑藉自己設計的水平分工，推動無工廠的經營，誕生了Qualcomm及NVIDIA等實力企業，但將生産甩給亞洲，結果是分工深化。台積電擁有了出乎意料的實力，如今美國也感到不安，在美中對立下，台積電存在感更加提升，美國現在又開始表示由於安全保障的理由，拼命拉台積電到美國投資，的確相當諷刺。 儘管美國仍在晶片設計上具有主導地位，荷蘭 ASML 則壟斷最好的半導體設備，日本則是關鍵化學、設備主要供應商；但在先進製程上，台積電越來越鞏固自己的領先地位，並幫助台灣建立以台積電為中心的全面上下游產業鏈系統。如日月光是全球頂尖的封裝測試廠，聯發科則成為全球最大智慧型手機晶片製造商。 但要注意的是，美國共和黨籍聯邦眾議員 Michael McCaul 發聲明稿表示，他正與參眾兩院國會議員合作，優先考慮讓《為半導體生產建立有效激勵措施法案（CHIPS for America Act）》剩餘條款盡快簽署，成為法律。而去年12月，歐盟17個成員國簽署了《歐洲處理器和半導體科技計劃聯合聲明》，未來將投入1450億歐元，在兩到三年內用於「數位轉型」，進行半導體研究投資。中國大陸去年10月發表的五年計畫（至2025年），將資助包括半導體產業在內的科技業1.4兆美元。 現在的全球半導體產業庫存處於低水位，在雲端、人工智慧（AI）、遊戲、物聯網（IoT）及全球經濟數位化等長期有利趨勢推動下，未來對晶片的需求只會越來越高。調查機構TrendForce集邦估計，2021年全球晶圓代工佔有率，64%會在台灣，其中台積電佔多數。也就是說，台積電一人佔據了全球過半的晶圓代工規模。 不過去年台灣IC出口1225億美元，占出口35.5%，成長率22%，但檢視其出口市場，大陸和香港占61%，成長率近27%，是帶動IC成長的主力。集中度過高是IC產業的風險之一，其次，去年台灣IC進口623億美元，用於內需和封裝測試後再出口，來源包括大陸、南韓、日本等亞洲國家占76%，美、歐占10%；IC進口和出口比值高達50%以上，顯示台灣是亞洲IC產業分工體系的一環，而非獨立於外。 而前年美中貿易戰進入白熱化，川普政府對大陸祭出出口管制貿易措施，凡是使用到美國技術的產品禁止輸往管制黑名單，這暴露出臺灣半導體產業的罩門所在，仍有相當程度倚賴外來技術和設備，而在IC設計重要工具軟體，台灣仍是仰賴自外引入。 另外，前年日韓貿易摩擦，日本對南韓就氟化聚醯亞胺、光阻劑、高純度氟化氫三項IC製程關鍵特用化學品採取抵制，造成南韓半導體產業受重傷。凡此種種，說明了在半導體產業生態體系的構建，台灣仍有許多待努力的重要節點，我們必須注意日本或美國會不會在關鍵零組件上掐我們的脖子。 在美國壓力之下，台積電已不得不前往亞歷桑納州投資設廠。這可能只是開端，未來美國會否繼續採取相關手段影響我國產業，政府必須注意。半導體產業未來將面對更激烈的競爭，台灣產業存在生態體系強化、研發投入誘因不足、政府科技投入縮減、人才欠缺、下游應用市場狹小等眾多問題。 最重要的是就像AutoForecast Solutions首席執行官Joseph McCabe最近表示：一旦擺脫了Covid-19。在接下來的幾十年中，我們將看到的真正顛覆性，就是電動化和區域化發展追求的自主權發展，而稀土可能是下一個戰略發展的重點。台灣絕對要做好準備，趕緊利用現在極大化自己的產業戰略優勢，做好下一個護國神山群的準備，不要過度得意昏了頭。 二、美國股市近期爆發的「GameStop」之亂，散戶狂買遊戲零售連鎖店GameStop(GME)股票，連全球首富Tesla執行長馬斯克都放話參一腳，讓這支股票拼命狂飆。究竟這場「史詩級軋空戰」怎麼回事？這真的是散戶對抗金融機構的聖戰？還是這波金融市場危機隱隱出現的信號？ 國際媒體相關報導 ●New York Times：〈Everything’s a Joke Until It’s Not〉(每件事都是笑話，直到產生了變化) 社群越來越強勢，為什麼他們可以帶給這個世界意外。 ●華爾街日報：〈The Real Force Driving the GameStop Revolution〉(推動Gamestop革命的真正力量) 過去一週，散戶投資人團結一起讓市場出現了前所未有的走勢，但這是過去數十年累積醞釀的一個爆發 ●經濟學人：財經板塊第四篇〈Retail punters 1, short-sellers 0〉(散戶投資人和做空機構 對賭) 分析解讀 這個世界，什麼事情都有正反兩面，但物極必反永遠不會缺席。 疫情發生以來，這個世界最不可思議的，就是實體經濟和金融市場的脫鈎。各國狂印的鈔票好像永遠不用成本，更可怕的是，這波的新股民大部分都是三十歲以下的數位化千禧世代。欲罷不能的股市狂歡加上免費下單的各類數位化app，讓2020年的金融市場成了教訓華爾街精英的試煉場。 是的，川普已經下臺，但它留給這個世界的民粹卻陰2021-02-0217 minCar Stuff Podcast2020 Auto Sales Analysis, 2021 Industry ForecastHost Tom Appel and co-hosts Jill Ciminillo and Damon Bell kick off the show by discussing the auto industry's sales results for the 2020 calendar year, and examining a few of the winners and losers. Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, joins us to delve deeper into the year that was, and talk about what industry trends are on the horizon for 2021. Tom has a sales-results quiz for Damon and Jill, and Damon runs down the latest articles on the Consumer Guide Daily Drive blog--including a First Spin review of the all-new 2021 Kia Sorento. 2021-01-2254 minAFSVisionThe Current Wave of Electric Vehicles Electric vehicles are coming and there's no stopping them. Tesla, Volkswagen, Ford, General Motors, Lucid, Faraday, and NIO are among the companies leading the charge. AutoForecast Solutions is following this new market and presents the latest in the market developments. For the YouTube video: https://www.youtube.com/watch?v=D_mj50HW09o Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com 2021-01-1808 minAFSVisionAutomotive Industry Outlook after Donald TrumpWith the Joe Biden/Kamala Harris Administration heading toward the White House on January 20, 2021, what changes can we expected from the automotive industry over the next four years? How has the Donald Trump Administration helped and hurt the industry since 2016? How will emissions regulations for passenger cars and light trucks be changed? What can we expect for the electric vehicle market in North America in the near term? For the YouTube video: https://www.youtube.com/watch?v=eyutgA5AvQA&t=23s Find out how AFS can work for you: www.autoforecastsolutions.com ...2021-01-0411 minAFSVisionStellantis, the merger between Fiat Chrysler and PSAWith the merger between Fiat Chrysler Automobiles (FCA) and Groupe PSA (Peugeot, Citroen, DS) right around the corner, Sam Fiorani goes over the problems and benefits of the new entity to be called Stellantis. With twelve brands selling around the world, where does that leave plants in North America, South America, and Europe? AutoForecast Solutions produced a white paper on the topic and here are the highlights. For the YouTube video: https://www.youtube.com/watch?v=cnCKiBHSBuM&feature=youtu.be Find out how AFS can work for you: www.autoforecastsolutions.com Joe...2020-11-0213 min
Cars Yeah1647: Sam Fioriani is the Vice President of Global Vehicle Forecasting at AutoForecast SolutionsSam Fiorani is the Vice President of Global Vehicle Forecasting at AutoForecast Solutions. He leverages his three decades of industry experience and knowledge to provide production forecasting and advisory services to the global automotive community. 2020-09-2300 minAFSVisionVirtual Auto Show - September 2020With the lack of in-person auto shows in 2020, AFSVision will be providing "virtual" auto shows to keep you up to date on the latest vehicle announcements. In this first episode, Sam Fiorani walks you through the release news for September 2020. For the YouTube video: https://www.youtube.com/watch?v=hC_1EcNQVqI&t=8s Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com 2020-09-2109 minAFSVisionGM and Honda Strategic AllianceAutoForecast Solutions (AFS) explains the General Motors (GM) and Honda Strategic Alliance and how it could affect each company going forward. Autonomous Vehicles, Fuel Cells, Electric Vehicles, Pickup Trucks and more. Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com2020-09-1407 minAFSVisionSeptember 2020 Sales OutlookAFS's Sam Fiorani breaks down the September 2020 sales outlook. Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com 2020-09-0907 minCar Stuff PodcastGM/Honda Partnership, Jeep Grand WagoneerHost Tom Appel and co-hosts Jill Ciminillo and Damon Bell kick off the show by discussing Jeep's revival of its Grand Wagoneer name on an all-new premium large SUV. Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, joins us to talk about the GM and Honda's recently announced partnership, the Jeep Grand Wagoneer concept vehicle, and the proper way to make a PB&J sandwich. Tom has a "front-wheel drive or rear-wheel drive" quiz for Damon and Jill, and Damon runs down the latest articles on the Consumer Guide Daily Drive blog--including a review flashback on...2020-09-0451 minAFSVision2020 Unifor NegotiationsAutoForecast Solutions gives its analysis of the 2020 Unifor labour contract negotiations in Canada. Ford Motor Company, General Motors, and Fiat Chrysler-FCA are looking to sign a new four-year contract with the union and AFS shows the pitfalls in the negotiations. Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com 2020-08-2006 minAFSVisionAugust 2020 Sales OutlookAFS's Sam Fiorani breaks down the August 2020 sales outlook. Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com 2020-08-1004 minAFSVisionNews - 2021 Ford BroncoFord recently introduced the new 2021 Ford Bronco and Ford Bronco Sport. AutoForecast Solutions own Sam Fiorani breaks down the details of what is known so far. Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com2020-07-1504 minAFSVisionRenault and Nissan in a Post-Ghosn WorldAfter the departure of Carlos Ghosn, how will Renault and Nissan work together to stay a player in the global automotive market? AutoForecast Solutions own Sam Fiorani provides a detailed look into this topic. Find out how AFS can work for you: www.autoforecastsolutions.com Joe McCabe: jmccabe@autoforecastsolutions.com Sam Fiorani: sfiorani@autoforecastsolutions.com2020-07-0910 min