Jul. 30 at 3:10 PM
$TM Nikkei quoted a guy from Aisin saying, "We're in deep shit." Aisin supplies the half of door checks and other body components Toyota uses to assemble their vehicles. They say there should be 5 days of supplies in stock. If the door checks are not available, then the entire assembly lines nationwide would stop. I don't know how much additional door checks the other supplier can produce cover the outage.
As days go by, the effects should set in and get worse.🐻
