Matrix 1,2 and Versa/Murano, Q3/Q4 supply commit
For the driver supply status for Versa and Murano,
1. Our engineer have tested the samples from the 2nd source, and the result is OK, we had sent the samples to Creative for AVL yesterday. We are working with your related people for this subject now.
2. FYI , the 2nd source will shut down for the CNY from 2/3 and will come back to work on 2/14, their L/T will be about 3wks upon order confirmed (for the 1st shipment). So If we receive CTL's full approval or CA instruction on the samples after we back to work from CNY holiday on 2/15, then the best we can do to get the support from the 2nd source will be at the wk11 shipment. The wk08, wk09 and wk10 shipments have to rely on Hornsonic's supply which will be impacted according to the current production schedule planned by Hornsonic <See attached file>.
3. According to the delivery schedule offered by "Hornsonic德隆" as attached, we work out that we will lack of 4500pcs of 5" driver for WK08 shipment For the 2" tweeter, it will be OK for wk08 shipments
4. According to #2 & #3, the most FG qty we can deliver will be Versa : wk09 * 10k, wk10 * 10k, Murano : wk09 * 4k, wk10 * 4k,
5. As to Matrix series, Will update later.
Let us know if any.
Best Regards,
Hello Alex and Mardi,
Just to capture a few main points from our concall just now:
1) Versa/Murano affected by manpower issue as well as driver supply issue
from their current source
- GT will second source the driver, but according to CTL process, a
sample of the driver need to submit to us (Percy do follow up with GT the
qual process, we need to settle by this week)
- we need to know the impact to those commit qty that GT based on the
wk 4 commit especially on wk 8 deliveries, and we agreed that any air
shipment resulted from decommit will be bear by GT
2) Matrix series
- current commitment was conservative because of the uncertainty on
the manpower situation after CNY
3) In general for the manpower issue, we agreed that GT will provide a more
accurate status and capacity plan after CNY on 18 or 19 Feb
4) The next few days till factory shutdown, Mardi will provide a daily
update on the driver status as well as any commitment issues update
5) As for the buffer issues, we shall discuss in detail during your visit
here a control mechanism or process to ensure buffer is not stock over
30days in GT. At the mean time, you should have notice we have clear those
buffer for CLE and some of the CLI buffer is also moving out.
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参考资料：google