Gene Munster, a well-known technology analyst and co-founder of Loup Ventures, wrote in his latest research report that due to the global shortage of chips and other componentsTeslaAndFord MotorInventory of new cars is likely to continue to decline.

At present, US customers waiting to buy new cars face a longer delivery cycle, sometimes as long as six months because of a shortage of chips.

According to Loup Ventures, the average delivery time for Ford's best-selling Fmur150 pickup truck in the United States is about four to six months, while that for Tesla, Inc. 's Model 3 and Model Y is two to three months. Before the outbreak, the average delivery time was about one and a half months.

"some companies rely on current inventories, while others, such as Ford, are extremely tight," Munster wrote in the report. The most popular car in the United States is the Fly150, and we find it almost impossible to find the inventory of this car. "

Munster pointed out that although inventory is low, it includes Tesla, Inc., Ford andNIO Inc.Deliveries by carmakers, including cars, rose sharply in the June quarter compared with the same period a year earlier. He pointed out that this was mainly due to the extensive epidemic blockade imposed in the same quarter last year, and the number of deliveries would have been higher had it not been for the chip crisis.