Ford definitely took a chance when it decided to give its first-ever battery-electric model from the ground up the name and styling from its most iconic model. The Ford Mustang Mach-E is, perhaps, the best Tesla Model Y and Model X rival to date so far. Although it lacks a third-row option, this doesn't appear to deter buyers.

Ford's July sales report states that Mach-Es don't last long once they arrive in dealerships. We're talking a matter of just a few days here until they're gone. In addition, 95 percent of customers are paying extra for Ford's Blue Oval Intelligence software stack service. Over 150,000 Mach-Es have received over-the-air updates so far this year. All in all, the Mach-E continues to be a huge success story, but therein lies a new problem.

The Mach E forum has posted an email customers have just received stating that orders built and scheduled to be produced from July 5, 2021 through October 1, 2021 will be delayed by six weeks. That's a fairly significant amount of time and Ford knows it. As compensation, these customers are receiving an additional 250 kWh of complimentary charging through the Ford Blue Oval Charge Network.

What's the cause for the delay? Ford makes this very clear in the email's first sentence: "The global semiconductor chip shortages are affecting our ability to keep up with demand. While that's no excuse, it is a reality."

The automaker adds that Mach-Es built prior to July 5 are not impacted by the delay. That also means their owners are not eligible for the free 250 kWh. The Mach-E is not the only Ford model affected by the chip shortage. The Bronco, Bronco Sport, F-150, F-250, and F-350 have all taken direct hits. Their respective assembly lines are not operating at regular capacity but Ford is building as many as possible with what chip supplies it has.

It's difficult to pinpoint when chip supply relief comes, but most analysts see this beginning to happen early next year. One thing is for certain, however: it'll take at least a year for production normalcy to return.

Some people accuse Sandy Munro of being a Tesla puppet for praising Tesla's solutions most of the time. His new video shows that the engineer only tells things as he sees them, something he has repeated over and over again. The Ford Mustang Mach-E’s front motor is a good example. According to Munro, it is a much better design than that created by Tesla. 6

To be fair, Munro is not sure that it was a Ford design. It seems to have come from Magna, the world’s largest supplier. Magna will produce the Ocean for Fisker and is a reputable contract manufacturer.

The first point that makes him say the front motor module is brilliant relates to its gearbox’s number of ball bearings. While the Model Y’s front motor gearbox had six, the Mach-E’s has only four. That’s 33% fewer such parts in a gearbox, which translates into lower manufacturing costs.

Most of the gears inside Ford's gearbox are one-piece forgings, which make them very robust parts “that will last forever,” according to Munro. He is also impressed with how compact and elegant the differential is. It is at least half of the size of Tesla’s differential, which shows that manufacturing innovation is not exclusive to the electric carmaker.

Analyzing the electric motor itself, Munro was glad that the stator is not bolted. It is pressed inside the case, which spares some bolts, makes manufacturing faster, and ensures a robust component. The case also has cooling slots that avoid using oil to cool it: the front motor uses the same coolant that goes into the battery pack.

Another element that really made Munro happy about the Mach-E was its front inverter. He would only have the capacitors inside it be a single component instead of the eight different parts he found, but the engineer concedes that this was probably the best they could do. The cable joining the inverter and the front motor would have also been inevitable.

The video shows that a single car can have brilliant engineering in some components and modules and really lousy solutions in other parts, such as the cooling system on the Mach-E. That happens because legacy automakers have different teams taking care of each system, and they seem not to talk to each other but rather to compete among themselves.

If the Mach-E’s front motor really came from Magna, it shows that the competition is even more extensive: it may happen between suppliers and the company’s own teams. In this case, the supplier offered the vehicle a better solution. If it was better for the front, we wonder why Ford didn’t also use it in the rear axle.

If verticalization can offer cars more homogeneous solutions, this case may show that automakers may also benefit from suppliers. If the front motor really came from Magna, it proves that it could offer something better than the carmaker’s teams could come up with. For the sake of the product and consumers, all that matters is a better, lighter, safer, and more affordable car. Sound engineering can deliver that and make guys like Munro – and us – glad to witness when it is really there.