The Xerox supply chain has been broken. Thank you to Mr. Icahn’s mgmt team for trying to fix it, and in so doing, breaking it.
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The chain of supplies is being negatively affected by COVID-19 illness as others have stated. But the XRX supply chain technology and process was already broken due to “improvements” being driven from current mgmt. You can find references to this trouble going back way before COVID-19 was even a thing.
Broken, Def: 1) having been fractured or damaged and no longer in one piece or in working order. 2) having given up all hope; despairing. — Both definitions are applicable here.
This is how things are looking today.
- China: Lockdown from late Jan to mid-Feb and due to disruption in local supplies, all supplies only start production at low capacity from March. This impacts spares, consumables supplies and FX equipment delivery. In fact, almost nothing for entire February and March. For April, less than 50% of the months' requirement and they cannot even thing about recovering all the loss deliveries for February and March. Also, critical component from Japan is not coming as they are only allowed limited production.
- Japan: Lockdown from late Feb and might starting limiyrf manufacturing next week. So no delivery of critical components to China factories and no machines can be build once they run out of old inventories. For spares and consumables shipped directly to Xerox, they all stopped for the past 2+ months and might start next week.
- Vietnam: Lockdown from March and started work only this week. FX equipment supply will resume only in late May as critical components from Japan are still missing and China deliveries facing lots of disruption.
- Singapore: Lockdown from April and can only start production in June. Also, no supplies of parts from China and Vietnam hamper equipment build for March. In total, no deliveries from March to June. Singapore only produces equipment for US Federal orders.
With all the above supply issues, isn't supply chain completely broken, at least until end of year as backlog cannot be cleared so easily.
Also, due to airline cutting capacity, even if Xerox decides to shorten the sea delivery fo 6 weeks with air delivery (at very high transport cost), is not helping as there is just no air cargo capacity going around.
Try ordering spare parts in a timely manner,
hoping to get the correct part as identified and one that works such as a PWBA or one of
the many laser optics identified as spared.
Define......"broken".