Edge Computing: Healthcare
In his ongoing series on edge computing, John Krzesicki talks with returning guest Carrie Geotz about edge computing in the healthcare industry.
2021-11-16
2021-11-09
DATAPOINT: 2021 NA Production of Tractors
101,500 units is the estimate by Power Systems Research of the number of tractors to be produced in North America during 2021. In this report, we consider North America to include Canada, Mexico and the United States.
This information comes from industry interviews and from two proprietary databases maintained by Power Systems Research: EnginLink™ , which provides information on engines, and OE Link™, a database of equipment manufacturers.
Market Share: With combined plant totals of 75% Deere leads in production of AG tractors in North America with about 63,200 units. In second position is Kubota (8,000 units) with 9.5%. Third is Case with about 8%.
Worldwide Distribution: Canada exports about 75% of its North American Ag Tractor production, Mexico, about 60%, and the United States, up to 45% of its total production.
Trends: In 2020, production of Ag tractors in North America decreased nearly 24% to only 84,600 units. Production is expected to rebound 20% in 2021 to more than 101,500 units. COVID-19 related factors played a role in the decline last year, especially for parts availability and equipment inventory levels. Expect production to increase 10% by 2025. PSR
Carol Turner is Senior Analyst, Global Operations, for Power Systems Research
2021-11-03
North America Economic Outlook – November 2021
Yosyf Sheremeta, PhD, Director of Product Management and Customer Experience, takes a look at what’s in store for the industry segments we follow for the rest of 2021 and beyond.
Transcript
Welcome to the PSR PowerTALK podcast produced by Power Systems Research.
00:06 Joe Delmont
From Power Systems Research I’m Joe Delmont, editor of PSR PowerTALK.
Today we’ll talk with Yosyf Sheremeta about the economic outlook for North America.
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2021-10-26
DATAPOINT: 2021 North America Combines
Today Joe Delmont presents the 2021 forecast for Combine production in North America. This forecast has been developed by Carol Turner, Senior Analyst of Global Operations at Power Systems Research. Carol provides annual production forecasts for important equipment applications.
Transcript
Welcome to the PSR PowerTALK podcast produced by Power Systems Research.
00:06
From Power Systems Research, I’m Joe Delmont, editor of PSR PowerTALK.
Today we’ll discuss a data point covering 2021 North American production of combines. When we talk about North America in this podcast, we mean the United States only.
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2021-10-24
Auto Production Down Sharply in Asia
SOUTHEAST ASIA REPORT: VIETNAM, THAILAND, MALAYSIA
At the end of September, an auto parts manufacturer operating a plant near the southern Vietnamese city of Ho Chi Minh is struggling with a sharp drop in orders. The parts produced at this plant are delivered to Toyota group companies.
On Sept. 10, Toyota revised downward its production plan for the same month and October, adding about 70,000 units to the originally planned production cut of about 360,000 units in September, and cutting production by about 330,000 units in October.
The company also announced that it would revise its full-year production plan from 9.3 million units to 9 million units. Parts suppliers in Vietnam were affected by this. It was around the same time that Toyota announced its production cutbacks that the manufacturer mentioned above was told by its business partner that it wanted to significantly reduce orders for October.
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TSMC Plans Plant in Japan, Operation Set for 2024
FAR EAST: JAPAN REPORT
TSMC, the world’s largest semiconductor foundry, has announced that it will build a new plant in Japan, with plans to begin construction in 2022 and mass production in 2024. The Sony Group and Denso Corporation are expected to participate in the construction of the new plant.
The new plant will produce logic semiconductors with a circuit line width of 22 to 28 nanometers. They are generally used in signal processing that requires large amounts of data, and in high-performance microcomputers used in car control. TSMC envisions the site adjacent to the Sony Group’s image sensor plant in Kumamoto Prefecture as the planned construction site.
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2021-10-23
Russian Car Sales in September Drop 22.6%
Sales on new passenger cars and LCVs in September 2021 declined 22.6%, according to the Association of European Businesses (AEB). In total, automotive salons and dealers have sold 119,4 000 cars, which is 34,9 vehicles less than in 2020 September.
According to AEB head Tomas Schterzel, “negative trend is going on” (in August the sales dropped 17%), although the totals for the first nine months of 2021 are showing 15.1% growth versus the same period in 2020. The shortage of vehicles on the market is connected to decreased production and the deficit of semiconductors. The energy crisis in China and UK, growing prices of raw materials and other problems will support negative trend in the market during the near term.
PSR Analysis: The problem here is not only in components deficit, but primarily in the car prices going up and the consumer’s incomes going down. So, the negative trend will develop further. PSR
Maxim Sakov is Market Consultant – Russia Operations, for Power Systems Research
KAMAZ Increases Nine-Month Production 21%
KAMAZ has significantly increased production for the first nine months of 2021 versus the same period last year. Through September, the OEM produced 30,979 vehicles, up 21% from the same period in 2020, reports the company.
In September, KAMAZ made 4,067 vehicles (versus 3,676 vehicles in September 2020.
PSR Analysis: KAMAZ has found ways to resolve the problem with components (mostly by offering simpler models), working with pent-up demand and increasing its market share.
Maxim Sakov is Market Consultant – Russia Operations, for Power Systems Research
Personal Mobility Segment Lacks Sparkle, Stocks, Demand Drop
Passenger vehicles sales dropped 41% to around 160k units in September as the shortage of semi-conductors disrupted production at most of the OEMs. OEMs are facing supply shortages rather than demand problems. We are seeing robust customer demand as increasing preferences towards personal mobility increase.
2-wheel sales declined 17% to 1.5 million units in September. The Motorcycle segment is heavily impacted as sales is dropped 23% in September. Owing to high vehicle acquisition costs and high fuel prices, inquiries regarding new vehicles have dropped significantly compared with last years’ level.
“Indian automobile industry continues to face new challenges, said Kenichi Ayukawa, President, SIAM. “While on one hand, we are seeing a revival in vehicle demand, on the other hand, shortage of semi-conductor chips is causing a major concern for the industry. Many members have curtailed their production plans.”
PSR Analysis: So, we believe the on road segments have witnessed a V-shaped recovery since the second wave of COVID-19 and won’t see a regular festive season spike for this year. PSR
Aditya Kondejkar is Research Analyst – South Asia Operations, for Power Systems Research
China Faces Limits on Power and Production
The global energy structure has accelerated the adjustment to green energy, and the investment in traditional energy is insufficient. Under the influence of COVID-19, energy supply and demand are disrupted, exacerbating the contradiction between supply and demand, resulting in global power shortage.
China recovered from the epidemic earlier than many other countries and is now almost the only major manufacturer, so industrial power consumption has increased significantly. Power rationing is mainly to alleviate the power shortage and achieve the goal of energy conservation and emission reduction. China is dominated by thermal power generation, and there is a serious shortage of clean energy. There are still big problems in the energy structure.
Source: Weixunso Read The Article
PSR Analysis: In 2021, China’s electricity demand will grow by more than 10%, which greatly exceeds the previously estimated demand growth of 6% to 7%. At present, the substantial growth of power demand has put great pressure on power supplies. Coal accounts for about 70% of China’s electricity consumption, but the output of coal is far lower than the demand for electricity.
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