Honest question: What do you think is the major bottle neck in Canyons supply chain?

Maybe somebody actually KNOWS (then chip in), but I can imagine several scenarios:

1. Frame raw materials - not super likely. They have a very high markup on the frames and hence, can buy carbon at a high price (outcompeting other industries)

2. Frame (and other own sourced partns) manufacturing capacity - Could be machine capacity or mold capacity, not very likely FTE capacity. I know production capacity is in many cases (not necesarily Canyon) prioritized on bike categories with a higher turn-over and margin, example eMTB frames, where bike manufacturers are making MUCH more EBITDA, than on Triathlon bikes.

3. Third-party parts supply: Shimano & SRAM are examples of suppliers who has been hit hard during Covid19, but I guess they should be able to catch up faster. Very likely

4. Overall badly managed supply network - if you just miss ONE part in assembling the 100s of parts that makes a bike, you cannot deliver. Very likely

5. Artificial Scarcity, the same way as Sony has always held back over-supplying Playstations to meet the huge demand. This will bring up the demand and hence the price point. Certainly an option.

6. The overall GTM/supply model - that you can ONLY buy fixed/set configurations. This puts some constraints throughout the whole SC. This is a fact.

By all means Canyons owners must be bleedning in the unsustainable supply situation, losing sales and losing customers (forever?)

T

Specialized tried with the wide fork thing and big tub of liquid in the back, but that doesn't appear to have taken the world by storm.

IMHO we’ll see more of:
- monoblock cockpits (helping both comfort and chest-gap closing)
- integrated fueling systems
- classified rear hubs allowing to run monster 1x 58T or bigger

It all comes down to consumer cost.

The matter just comes down to cost for the consumer and durability.

All I'd like to see for other ppl is a disk brake tririg omni. For the life of me I cannot understand why this isnt one of the more popular bikes, it is already coming with a good cockpit, is very aero adjustable and has all the after market storage etc already include. It is easily assembled and transported with one set of Allen keys set up for 1x out of the box highly position adjustable.

And it's relatively cheap.

For me I'm fine with rim brakes but if we are going disk across the industry it's hard to imagine many more changes can make a bike much more aero than this.

Kind of lame to say, but more is not allowed.
But this year a major bicycle brand will introduce a unique innovation in the field of aerodymics. And I don't mean a faster bike.

It's curious as to why. Maybe the pandemic slowed development or production start up but its interesting for a bike design that is 10 years old now (and hugely popular in the UK) has now allowed itself to be caught so far behind. Even if they rely on the Cadex arm to do the heavy lifting for them, they're still going to need a new TT bike for the worldtour pro's.

Yes, I picked up on that. I was just referring to the stillborn aerostick revolution of the past. Fully agree there's room for other tech things.

I want to finish up a project I'd conceived to maintain legal-but-in-the-draft space for riders. Think of the Gamin Varia tech but mounted on the front of your bike so you can ride up into the draft of the rider ahead of you and stay in the legal distance. Like a range-finder it can also be tweaked to determine closing speed, etc.

-SD

that's how https://www.raceranger.com/ is getting used - Pros are finding it easier to legally draft

Kind of lame to say, but more is not allowed.
But this year a major bicycle brand will introduce a unique innovation in the field of aerodymics. And I don't mean a faster bike.