As inventories of Japanese products continue to dry up, Toyota Motor Corp. and Nissan Motor Co. have warned U.S. dealers: Full deliveries from Japan likely won't arrive until July at the earliest, and perhaps as late as September.
Parts shortages have forced Toyota and Nissan to prepare scenarios in which full production in Japan wouldn't begin until at least 30 to 90 days after the country's upcoming holiday break, said people who have been briefed on the situation.
In the best scenario, both automakers will begin full production a month after Japan's Golden Week holiday ending May 9.
"We are currently planning North American production for next month based on parts availability, so we are not yet ready to project our situation," said Mike Goss, a spokesman for Toyota Motor Engineering & Manufacturing North America. "We are planning the best we can, but everything depends upon parts. It's a very fluid situation, changing daily."
A Nissan spokeswoman declined comment.
In an internal document sent to dealers Friday, April 15, Toyota said it will keep building cars in Japan at half of the original schedule until June 3, which will cost the automaker another 120,000 vehicles in lost production.