Leaders of commercial vehicle suppliers weighed in, during recent earnings calls, on challenges to the supply chain and related concerns.
Tom Linebarger, chairman and CEO of engine maker Cummins Inc., noted the coronavirus variant omicron has driven up its own absenteeism as well as that of its suppliers.
“But if I step back though, chip supply is still a disaster,” he said. “I mean, it just moves around. Lately, the biggest thing I am hearing about is anti-lock brakes, which, as you know, don’t affect us. But essentially every one of our customers and car companies are all suffering from anti-lock brake chip shortages.”
