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  1. 4200blu
    COPENHAGEN -- Volvo has delayed the production start of its new EX90 all-electric flagship for more software development and testing. The company now expects to start production of the SUV in the first half of next year, Volvo said in a statement on Thursday. Volvo unveiled the model late last year, expecting it to hit showrooms in early 2024. Demand for the car remains high, Volvo said. Doing further work on the vehicle’s software will help ensure a quality experience for all customers, the company said. Production was previously planned to begin at the end of 2023, a Volvo spokesperson said. He declined to say when the company now expects the model to reach showrooms. The biggest all-new product debut for Volvo Cars in half a decade will have standard safety equipment that goes "beyond that of any Volvo before it," the automaker's CEO, Jim Rowan, has said. The EX90 full-electric premium large SUV will replace the XC90 as Volvo's flagship. It will have an "invisible shield of safety" that can help reduce accidents that cause serious injuries or death by up to one-fifth, Roawan said. Polestar delay In a separate statement, Volvo sister brand Polestar said its Polestar 3 will also be delayed because it shares new all-electric vehicle underpinnings with the EX90. Production should begin during the first quarter of next year, Polestar said. Polestar also reduced its forecast for this year to between 60,000 to 70,000 vehicles because of the delay as well as a slowing economic environment. It had previously aimed to make about 80,000 cars in 2023. Polestar 4 is going ahead as planned with a launch in China in the fourth quarter and other markets in early 2024. Automakers have started to run into trouble on aligning complex development and production schedules for future vehicles decked out with sophisticated digital offerings. Volkswagen Group has delayed key models including the Porsche electric Macan for at least two years because it couldn’t get the software ready on time, and EV startup Fisker cut its output forecast after struggling with software integration problems. (Bloomberg/Reuters)
  2. 4200blu
    LONDON -- Volkswagen Group's Cariad plans to bring its delayed 2.0 software platform to market in 2027 or 2028 after the launches of key new electric models from Porsche and Audi. The original launch date for the sophisticated software platform, which will allow Level 4 autonomous driving, was 2025 but its development has been hit by delays and overspending at Cariad since the software unit was set up by former VW Group CEO Herbert Diess. VW Group will first concentrate on its Software 1.2 platform, which will be rolled out starting next year in premium all-electric models including the Porsche e-Macan and Audi Q6 e-tron, Chief Financial Officer Arno Antlitz said. "There will be great cars on that platform... that gives us a little flexibility to postpone 2.0 to 2027, 2028," Antlitz said at the Financial Times Future of the Car conference on Thursday. Intel unit Mobileye will supply its SuperVision "eyes on, hands off" semi-autonomous driving package to Porsche models using the Software 1.2 platform, Mobileye CEO Anmon Shashua told Automotive News Europe. The electric Macan and Q6 e-tron have been delayed because the 2.0 software they were originally supposed to use is not ready. Both models are crucial to position VW's premium brands at the forefront of EV technology. The problems have also pushed back VW brand's Trinity flagship EV toward the end of the decade. VW Group CEO Oliver Blume is shaking up Cariad. He has appointed Bentley production chief Peter Bosch to lead the software unit from June 1, replacing Dirk Hilgenberg, who will be given other tasks within VW Group. Two software experts will join Cariad's management board alongside Bosch. "This will be a very strong team that focuses on the turnaround of Cariad," Antlitz said. The aim was to rely more on outside partners and do less in-house to reduce cash burn as the carmaker attempts to build up its software expertise, he said. VW Group's ultimate goal is a unified software and electronics architecture for all group vehicles. It will rely on Qualcomm "system on a chip" semiconductors in Europe and North America, and in China will use super-chips developed with Chinese partner Horizon Robotics. (Reuters)
  3. 4200blu
    Ferrari overtakes Stellantis as value climbs past $50B Ferrari stock has gained 34 percent this year, giving it a market value of $53.9 billion, overtaking Stellantis's $51.48 billion. Ferrari’s market value has surpassed that of Stellantis, the auto group that contains Fiat, which was once the parent of the iconic Italian luxury sports-car maker. Ferrari has gained 34 percent this year, making it the best-performing stock among European auto manufacturers. That has sent the market value soaring to 49.2 billion euros ($53.9 billion), overtaking Stellantis’s 47.1 billion euros ($51.48) and making it one of the three biggest companies on the Milan stock exchange. Demand for luxury sports cars has held up well among Ferrari’s wealthy customers even as it increased prices, a stark contrast to mass automakers losing pricing power as the economy heads for a slowdown. The stock in many ways is comparable to that of big luxury goods firms in Europe, producing total returns in excess of 500 percent since its spinoff in 2015. During the same period, returns for auto stocks in Europe were about 50 percent, including dividends. For a growing crowd of investors, the luxury sector is to the European stock market what Big Tech has been to the U.S.: Dominant businesses whose growth holds up even as the economy waxes and wanes. LVMH Moet Hennessy Louis Vuitton, Europe’s largest company by market value, making it into the top 10 in the world is a testimony to the trend. Exor, the Agnelli family holding company, is still the largest investor in both Stellantis and Ferrari, which was separated out from Fiat Chrysler in 2015. Ferrari had a market value of about $10 billion when it was listed in New York in October 2015. “Ferrari has always been synonymous with luxury, and its multiples also confirm this,” said Vincenzo Longo, a market strategist at IG. “The stock has been outperforming year-to-date and the trend is about comparable to the big luxury names such as LVMH.” While Ferrari is benefiting from a surge in demand for its luxury cars, Stellantis shares have been under pressure after the company posted disappointing first-quarter sales in Europe on May 3, reflecting a looming downturn in the region driven by inflation and higher interest rates. Stellantis’s 14 car brands include Fiat, Alfa Romeo, Citroen, Opel and Chrysler, and its total consolidated shipments last year fell to about 5.78 million vehicles. The high-premium brand Ferrari sold 13,221 units. Ferrari's share price may already reflect some market expectations, however. Ferrari is trading at about 41 times 12-month forward earnings, by far the most expensive car stock in Europe and almost in line with Tesla in the U.S. “We thought we were covered for a while by setting estimates straight above guidance at the start of the year, but the earnings power of Ferrari keeps accelerating,” Jefferies analysts including Philippe Houchois wrote in a note on Monday, raising their estimates and price target on the stock to 250 euros. (ANE)
  4. 4200blu
    ...fra poco ordinabile....
  5. 4200blu
    ...vedo molto simile, si.
  6. 4200blu
    XM e una nicchia, ma la richiesta e sopra la capacita produtiva, hanno gia aumentato il volume come possibile, ma ci sono due limiti, la prima la capacita totale di Spartanburg dove XM sta in concorrenza con X3/4/5/6/7 (e dove si raggiunge quest'anno anche un all-time-high dei auto prodotti in questa fabbrica, nonostante l'assemblaggio in parallelo della X5 in Cina) e la seconda, la capacitaproduttiva limitata del V8-Phev.
  7. 4200blu
    ..benissimo...molto probabile (se non c'e altra guerra, epidemia, collasso bancario ecc) diventera un anno record per la 7er.
  8. 4200blu
    ...loro (BYD) sono difficili da battere sul prezzo, perche tutta la catena della produzione (miniera di litio - cellule - battery pack - auto) e in loro mano stesso, tutti gli altri, anche Tesla devono comprare il litio gia lavorato oppure ancora un step in piu, le cellule completo, quindi per una batteria non hanno mai i stessi prezzi rispetto BYD.
  9. 4200blu
    ...sopratutto sono materiali sostenibili e reciclabili...uno dei nuovi mantra.
  10. 4200blu
    ...si, ma sopratutto in Cina...se la 5er non funzionera in Cina poi BMW avra un problema serio, e una delle cash cows in assoluto.
  11. 4200blu
    ..esattamente questo e il punto...solo 7%...mancano coorte di software engineers, medici, artigiani di tutti i settori, sopratutto quelli che sono in grado di montare, installare tutti questi neccessita del ecosostenibilita, personale in diversi settori di prestazione di servizio, mancano gente che fanno ricerce e sviluppi nella biotecnologia, informatica, farmacia, nuovi prodotti alimentari, ma anche camionisti, personale nelle ospedale, ai aeroporti, alla polizia ecc ecc. Vanno in pensionie millioni di boomer nelle prossimi anni, quindi la mancanza della forza di lavoro diventera molto piu grave nei prossimi anni - in futuro non abbiamo bisogno di una grande industria automotive, si puo fare forse i settori di alta gamma, lusso in Europa, ma tutto il resto si puo fare anche in Cina, Vietnam, India e una volta Africa. ...oppure la filosofia iphone, due modelli, due grandezze dello schermo, 4 colori, 4 capacita della memoria...basta. E qui funziona molto bene.
  12. 4200blu
    ...boh...S e X insieme stanno attualmente per 4% delle vendite Tesla...lascia stare!
  13. 4200blu
    Domanda forse un po' provocativo: Perche e cosi problematico quando l'automobile con il giro verso le bev diventera un prodotto come molti altri, che non vale la pena una produzione costosa in Europa, sara un prodotto abbastanza semplice (il auto, non tutti i componenti che si compra come OEM come le cellule delle pack e la software) che si puo produrre tranquillamente anche in paesi altri. Europa deve concentrarsi su prodotti e technologie dove conta la formazione della gente e dove non conta un ambiente caro per produrrla. Con la sua popolazione a contrarsi questa neanche dovrebbe un problema, gia oggi manca la forza di lavoro in molti settori.
  14. 4200blu
    ...con i cerchioni a 23" si potrebbe lasciare subito fuori i pneumatici......
  15. 4200blu
    ..provano di realizzare ogni permutazione possibile...
  16. 4200blu
    Tesla exported nearly half of its China-made vehicles from Giga Shanghai in April On May 9, the Chinese Passenger Car Association (CPCA) released vehicle sales data for April. It revealed that Tesla sold 39,956 vehicles on the Chinese market, and 35,886 China-made cars were exported from the Shanghai plant overseas. The total sales of made-in-China vehicles were 75,842 in April. Be aware – these are not production numbers of Giga Shnaghai, but sales numbers of the factory. That means that 52.68% of vehicles were sold domestically, and 47.32% were exported overseas to Europe, Canada, and other regions. In April last year, Tesla sold 1,512 vehicles domestically, which theoretically grew 2,500% year-on-year. Still, as last April was affected by covid lockdowns, it is not so relevant to compare. In April 2021, Tesla sold 11,671 vehicles domestically. The previous month – March 2023 – Tesla sold 76,663 vehicles in China, which makes April sales 47,88% down when compared month-on-month. However, for Giga Shanghai, the first month of the quarter (January, April, July, September, and October) is usually dedicated to export, while the last month (March, June, September, and December) is committed to domestic sales. For Tesla, this is the best first month of the quarter regarding China sales. CPCA didn’t release the sales breakdown for particular models, but we have the breakdown of the Giga Shanghai wholesales (which includes export) – 49,059 units of Model Y and 26,783 units of Model 3. That is a 1:2 ratio; for each Model 3, two Model Ys were sold. Tesla sold 305,164 vehicles made in China between January and April, indicating a 66% increase from the 183,686 units sold in the corresponding period of the previous year. Additionally, the total sales for 2022 reached 710,866, representing an increase of 47% compared to the last year’s figure of 2021.
  17. 4200blu
    Un'analisi molto vera secondo me.
  18. 4200blu
    "Italo-Pack"
  19. 4200blu
    Cosa vuoi camuffare? E la stessa macchina da 15 anni, solo un altro model year .... 😜
  20. 4200blu
    ...ma abbastanza vicino al Alfasud....
  21. 4200blu
    ...forse per avere un prodotto con qualita piu alta, per non avere un ammasso di ruggine dopo qualche anni, per avere un servizio cliente con officina vicina, per avere un macchina NON tutto touch, per avere ricambi disponibile ecc. ecc.
  22. 4200blu
    ...boh - troverete logico questo modo di procedere? Posso capire che una abassa i prezzi fino ad un punto dove riempe la capacita produttiva a 100%, potrebbe essere meglio come lasciare vuoto qualche capacita. Ma se hai la domanda doppia rispetto la capacita, poi abassare i prezzi a me non sembra molto logico perche poi e solo creare backlog. Ma vededendo i tempi di consegna per le diverse Tesla, quasi tutti tra 1 e 2 mesi, non c'e molto backlog. Quindi questa storia con la doppia richiesta per me e almeno dubbioso.
  23. 4200blu
    ...sicuro?? C'e anche Bühler (Svizzera) e Ube (Giappone) con la stessa tecnologia e non tutti i OEM vogliono condividere i loro costruzioni con i Cinesi (casa madre di Idra)...😜
  24. 4200blu
    ...nonostante il prezzo basso della 3 in tutta l'Europa (e anche in Italia) la piu cara Y vende molto di piu....😉
  25. 4200blu
    Si e no...dipende delle coste interne, ma sicuramente la motivazione principale per il lamento di Tavares. Se i suoi costi per macchine cosi sono davvero cosi alto che bisogna chiedere prezzi cosi, poi una Stellantis e anni di luci lontano dalla efficienza di Tesla, che vende praticamente vende la 3 base (in Germania 41.900.-) allo stesso prezzo di una e-2008 (pre-facelift, in Germania 41.000.-) a fa una reddita piu alta. Se i prezzi di Stellantis sono solo cosi alti er fare margine grossa, poi ci sara anche una problema per Tavares, perche a questi prezzi quasi nessuno comprera una B-Suv di Stellantis ma tutti con i stessi soldi una Tesla, cosi i margini grossi non esistono piu perche mancerano le vendite.
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