In Review @Delta
Operational Review · MS-52 · 20.07.2026
Operational Performance
— Delta Electronics.
Scheck & Janz · CONFIDENTIAL
Overview
Five Suppliers · Three KPI Dimensions
Delta · eDrivetrain
Production👍
Quality👎
Logistics👎
Delta · Charger
Production👍
Quality👎
Logisticsn/a
Delta · HV Cable
Production👎
Quality👎
Logistics👍
TB&C
Production👎
Quality👎
Logistics👎
Cyntec
Production👍
Quality👍
Logistics👍
👍 on track · 👎 off track · dashed line = target
Production · OEE / FPY [%]
Production — OEE vs. FPY
Quality · Field / 0-km / Logistik [ppm]
Quality — Field Returns Drive the Risk
Delta ecosystem: field ppm 3–18× above target · TB&C: 0-km at 305 ppm · Cyntec: fully within targets
Logistics · Stock [weeks of demand]
Logistics — Thin Buffers, Missing Agreements
Fragile supply chain: eDrivetrain VV at 2 weeks (target 8) · TB&C at 0.5 weeks (target 1)
Key Messages
Delta Ecosystem
Delta · eDrivetrain
- Fragile supply chain and low inventory levels continue to impact operational stability.
- Delivery quality improving but continues exceeding targets.
Delta · Charger
- Strong quality at production level, but field performance and missing stock agreements represent key operational risks.
Delta · HV Cable
- Misaligned ownership expectations, unclear obligations, and low inventory levels frequently result in strained supply situations.
Key Messages · continued
TB&C & Cyntec
TB&C
- Capacity constraints from delayed investment approvals.
- BMW demands frequently not fulfilled.
- Insufficient headcount and training to support production.
- Missing warehouse capacities.
Cyntec
- Capacity constraints from delayed investment approvals.
- Logistics pipeline and inventory build-up not implemented per BMW requirements.
- Improved commitment reliability required.
Takeaway
Quality is won in production,
lost in the field and in logistics.
- → Cyntec is the only supplier fully on track across all three dimensions
- → Field ppm is the dominant quality risk across the Delta ecosystem
- → Stock agreements & capacity approvals need immediate ownership clarification
MS-52 · 20.07.2026 · Scheck & Janz · CONFIDENTIAL