The 72nd episode of State of the Fleet Industry, produced by Automotive Fleet, provides an updated look at the fleet market and the latest industry trends shaping operations.
In this episode, AF breaks down the third quarter 2021 earnings reports from Ford and GM, highlighting how semiconductor supply constraints remain volatile and unpredictable. He also covers the warning from Marvell Technology that the current “painful period” of microprocessor shortages could extend into calendar-year 2023.
Other topics include how rising commodity costs are putting pressure on OEM margins, why across-the-board fleet cost increases from 2021 are likely to carry over into 2022, and the latest questions surrounding the Wheels-Donlen merger, including how backroom operations might be integrated and what the leadership team will look like moving forward.
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