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福特加入裁员大军,工程师数量将削减25%

福特加入裁员大军,工程师数量将削减25%

TRISTAN BOVE 2023-02-08
大规模裁员不止发生在科技公司,全球最大和历史最悠久的汽车厂商之一也坦言公司要提高运营效率

福特CEO吉姆·法利。摄影:SCOTT EELLS/彭博社经盖蒂图片社提供

过去几个月,美国公司的裁员主要集中在科技行业,一次命运的逆转在科技行业内掀起了一场缩减规模和提高效率的运动。

马克·扎克伯格在上周召开的营收电话会议上宣布,2023年将是Meta“提高效率的一年”,这表明该公司会开始取消更多投机性项目,并集中精力精简公司运营。亚马逊(Amazon)和谷歌(Google)母公司Alphabet很快也在各自的营收电话会议上宣布将恢复对效率的重视。

但缩减规模和精简公司运营不只是科技行业的目标。全球最大和历史最悠久的汽车厂商之一,也坦言公司将转向更高效的经营模式。

福特汽车公司(Ford Motor Company)的高管在上周召开的营收电话会议上表示,公司将采取更雄心勃勃的成本削减措施,以简化公司运营,包括大幅裁员。福特在去年8月已经裁员约3,000人。

现在,法利在贾森·斯坦的广播节目《杰森·斯坦的汽车与文化》(Cars & Culture with Jason Stein)上接受采访时的讲话,却引起了工程师们的关注。该节目于2月10日播出。

据彭博社周一报道,法利在评论中表示:“完成同样的工作内容,我们所需要的工程师要比竞争对手多25%。我们的效率比竞争对手低25%,这令我无法接受。”

但裁员可能只是福特改革的第一步,未来几个月公司还会执行更多改革措施,因为法利在上周的营收电话会议上暗示,会进一步提高从生产到交付等各环节的效率。他还表示,公司要努力弥补利润损失,因此将尽快执行改革措施。

他说道:“我们的工业体系中存在根深蒂固的问题,而且事实证明这些问题难以根除。坦白说,长期以来,我们的产品优势和强劲的收入掩盖了这种功能失调。这不是借口。这是我们的现实,我们正在紧急采取应对措施。”

摆脱“复杂性”

上周四,福特公布的收益比分析师预期低近10亿美元。法利在投资者电话会议上表示,2022年公司“损失了约20亿美元利润”,主要原因是供应链问题和经营效率低下。

福特首席财务官约翰·劳勒后来在与记者的电话会议上表示,公司正在采取措施削减成本,每年将节约成本逾30亿美元,他还表示公司20亿美元利润损失中,有一半损失的原因是运营成本。

法利表示,公司去年陷入困境的主要原因是供应链问题,包括半导体荒和汽车零件交付问题等。法利表示,这些问题的唯一长期解决方案是,重新调整业务重心,精简公司各个层面的运营。

他在接受CNBC采访(于周五发表)时表示:“[裁员]是我们可以采取的短期措施,但我不想只是单纯的裁员,却不重新设计我们的工作。”他还表示,精简公司运营和清除潜在的复杂化因素,是更严重和更困难的问题。

法利表示,成本削减措施将从许多方面简化和转变福特的业务,包括供应链管理、产品设计和制造等。但福特有一部分不会被精简的业务是新款电动汽车,法利表示他“迫不及待想要”向公众展示这些汽车。

然而,虽然福特预计会继续投资电动汽车,但由于去年,电动汽车生产的成长痛阻碍了福特的业务发展,因此这些领域也可能被精简。福特的新款Mustang Mach-E车型遭遇了生产难题。法利在上周的投资者电话会议上表示,由于公司的疏忽,为每辆车设计了1.6公里长不必要的布线,导致车身重量增加了70磅,每一个电池的成本增加了300美元。

他对CNBC表示:“我们面临许多与客户和公司内部有关的复杂问题。我们可以像以前一样减少与客户有关的复杂问题,但要解决公司生产线的问题却需要时间。”(财富中文网)

译者:刘进龙

审校:汪皓

过去几个月,美国公司的裁员主要集中在科技行业,一次命运的逆转在科技行业内掀起了一场缩减规模和提高效率的运动。

马克·扎克伯格在上周召开的营收电话会议上宣布,2023年将是Meta“提高效率的一年”,这表明该公司会开始取消更多投机性项目,并集中精力精简公司运营。亚马逊(Amazon)和谷歌(Google)母公司Alphabet很快也在各自的营收电话会议上宣布将恢复对效率的重视。

但缩减规模和精简公司运营不只是科技行业的目标。全球最大和历史最悠久的汽车厂商之一,也坦言公司将转向更高效的经营模式。

福特汽车公司(Ford Motor Company)的高管在上周召开的营收电话会议上表示,公司将采取更雄心勃勃的成本削减措施,以简化公司运营,包括大幅裁员。福特在去年8月已经裁员约3,000人。

现在,法利在贾森·斯坦的广播节目《杰森·斯坦的汽车与文化》(Cars & Culture with Jason Stein)上接受采访时的讲话,却引起了工程师们的关注。该节目于2月10日播出。

据彭博社周一报道,法利在评论中表示:“完成同样的工作内容,我们所需要的工程师要比竞争对手多25%。我们的效率比竞争对手低25%,这令我无法接受。”

但裁员可能只是福特改革的第一步,未来几个月公司还会执行更多改革措施,因为法利在上周的营收电话会议上暗示,会进一步提高从生产到交付等各环节的效率。他还表示,公司要努力弥补利润损失,因此将尽快执行改革措施。

他说道:“我们的工业体系中存在根深蒂固的问题,而且事实证明这些问题难以根除。坦白说,长期以来,我们的产品优势和强劲的收入掩盖了这种功能失调。这不是借口。这是我们的现实,我们正在紧急采取应对措施。”

摆脱“复杂性”

上周四,福特公布的收益比分析师预期低近10亿美元。法利在投资者电话会议上表示,2022年公司“损失了约20亿美元利润”,主要原因是供应链问题和经营效率低下。

福特首席财务官约翰·劳勒后来在与记者的电话会议上表示,公司正在采取措施削减成本,每年将节约成本逾30亿美元,他还表示公司20亿美元利润损失中,有一半损失的原因是运营成本。

法利表示,公司去年陷入困境的主要原因是供应链问题,包括半导体荒和汽车零件交付问题等。法利表示,这些问题的唯一长期解决方案是,重新调整业务重心,精简公司各个层面的运营。

他在接受CNBC采访(于周五发表)时表示:“[裁员]是我们可以采取的短期措施,但我不想只是单纯的裁员,却不重新设计我们的工作。”他还表示,精简公司运营和清除潜在的复杂化因素,是更严重和更困难的问题。

法利表示,成本削减措施将从许多方面简化和转变福特的业务,包括供应链管理、产品设计和制造等。但福特有一部分不会被精简的业务是新款电动汽车,法利表示他“迫不及待想要”向公众展示这些汽车。

然而,虽然福特预计会继续投资电动汽车,但由于去年,电动汽车生产的成长痛阻碍了福特的业务发展,因此这些领域也可能被精简。福特的新款Mustang Mach-E车型遭遇了生产难题。法利在上周的投资者电话会议上表示,由于公司的疏忽,为每辆车设计了1.6公里长不必要的布线,导致车身重量增加了70磅,每一个电池的成本增加了300美元。

他对CNBC表示:“我们面临许多与客户和公司内部有关的复杂问题。我们可以像以前一样减少与客户有关的复杂问题,但要解决公司生产线的问题却需要时间。”(财富中文网)

译者:刘进龙

审校:汪皓

Many layoffs at U.S. companies over the past few months have so far been contained to the tech industry, a reversal of fortunes that has sparked a movement within the sector to cut back and become more efficient.

Mark Zuckerberg declared 2023 the “year of efficiency” for Meta during the company’s earnings call last week, signaling it would start scrapping more speculative projects and focus on streamlining operations. Amazon and Google parent Alphabet were also quick to declare a renewed focus on efficiency during their earnings calls.

But scaling back and streamlining operations is not a tech-exclusive goal, and one of the country’s largest and most historic automakers has been brutally candid about pivoting to a more efficient business model.

Executives at Ford Motor Company announced during its earnings call last week that it will be embarking on more ambitious cost-cutting measures in a bid to simplify operations, including additional headcount reductions after already laying off around 3,000 workers last August.

And now, Farley is putting his own engineers on notice in an interview with Jason Stein on his SiriusXM radio show “Cars & Culture with Jason Stein” set to air on Feb. 10.

“It takes us 25% more engineers to do the same work statements as our competitors,” Farley said in comments reported Monday by Bloomberg. “I can’t afford to be 25% less efficient.”

But reduced headcounts are likely only the first of many changes to come in the coming months, as Farley hinted at bigger efficiency pushes from manufacturing to delivery during his earnings call last week, adding that the changes will come fast as the company tries to make up lost profits.

“We have deeply entrenched issues in our industrial system that have proven tough to root out. Candidly, the strength of our products and revenue has masked this dysfunctionality for a long time. It’s not an excuse. But it’s our reality, and we’re dealing with it urgently,” he said.

Getting rid of ‘complexity’

Last Thursday, Ford reported earnings results that were nearly $1 billion below analyst expectations. Farley said the company left “about $2 billion of profit on the table” in 2022 during his call with investors, mainly due to supply chain issues and operational inefficiencies.

Ford CFO John Lawler later said the company is pursuing cost-cutting measures of over $3 billion a year in a call with reporters, adding that half of the $2 billion in lost profits came down to operational costs.

Farley said supply chain issues including a semiconductor shortage and difficulties delivering car parts played a large role in the company’s woes last year. And the only long-term solution to those issues, Farley said, is to refocus and simplify every layer of the company.

“[Layoffs] are things we could do in the short term, but I don’t want to just make the output the cuts without redesigning the work,” Farley said in an interview with CNBC published last Friday, adding that streamlining operations and removing potential complications is the bigger, and more difficult, issue to resolve.

Farley said cost-cutting measures will simplify and transform several aspects of Ford’s business, including supply chain management, product design, and manufacturing. One portion of the company that likely won’t see cutbacks, however, is in Ford’s new electric vehicle models, which Farley said he “can’t wait to show” to the public.

But while Ford expects to continue investing in electric cars, those areas will also be streamlined after growing pains in EV manufacturing hindered operations last year. Ford ran into problems producing its new Mustang Mach-E model, which Farley said during last week’s investor call that the company had inadvertently designed with 1.6km of unnecessary wiring in each car, which made vehicles 70 pounds heavier and added $300 to the cost of each battery.

“We have a lot of complexity relative to the customer and also inside our company. And we can cut the customer-facing complexity like we have, but it takes time to work that down to parts on the line, to the manufacturing line,” he told CNBC.

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