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Bare

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Tutti i contenuti di Bare

  1. @__P Yes, the part where he speaks about American market is very important. This proves that Alfa will stay on RWD platform. Alfa models in D and E segments.
  2. With BEV they have simpler production and lesser dependency on suppliers.
  3. Tofas has 10+% margin. Doblò production is extended till the end of 2022.
  4. None of them is using a type of hybrid which will be used on 1.5 turbo GSE. P2 MHEV, electric motor embedded into a gearbox. It will be interesting to see how much will Stellantis charge for it. It was in the plans for all Small Wide based cars sold in Europe. This includes Fiat Tipo.
  5. 1.6 diesel on Tonale? Hmh, I think it's a wrong choice. For me the best would be engine list consisting of PHEV, 1.5 MHEV, 2.0 diesel and 2.0 petrol at various power declination. 2.0 petrol is important for North American market. Every competitor has one as base engine.
  6. It will be interesting to see will they be able to push Alfa in France. This could be very important. But as I said. PSA's strength came through retail sales, not fleets. They have bit of a luck with very nationalistic French market which is also very strong in retail sales.
  7. He was PSA Vice President responsible for retails channel sales. Not to mention that PSA prefers retail sales over fleets. Retail sales are part of the reason why they have so high EBIT margin in Europe. Not so long ago, in 2019, PSA has worse margin for fleet sales than FCA. I'm talking about European market. So Stellantis, at least in Europe, wants to sell cars directly to customers.
  8. Exclusive use in electrification age? That's strange. But then... If you look at what Portuguese French Carlos said, he wants to lean on JV or in house produced electrification components. It doesn't matter how good is product. The most important feature is price. It must be cheap. Like Nidec electromotors or Punch fake DCT.
  9. One thing is important. During 2019, at one FCA Conference Call, Mike Manley said that FCA in Europe has higher margin than PSA for fleet sales. So it's very easy to figure it out that PSA excels at retail sales. It's very important to note that Imparato was PSA Vice President who was responsible for retail channel.
  10. New marketing names for platforms, nothing else. No more CMP, EMP2/eVMP or Giorgio. 😂 The question remains how much of FCA's engineering ethos will they take. Where you fine develop every platform for specific use. This is especially valid for higher end cars. Even VAG is doing this with MLB but of course not with MQB.
  11. Stellantis has at least 6 major R&D center, 4 of them from FCA's side. Not to mention all computer guys from India. Germany should become more and more irrelevant.
  12. I don't like omission of PHEV tech in the long run. On one slide they've highlighted only JVs, only so to speak in house production. And of course it all comes from PSA. PSA in comparison to FCA has very different policy. FCA wants to deliver the best possible products which consume time. Of course FCA has much more advanced development methods so it doesn't take more than for PSA. But FCA tends to do what I call "fine development". Some additional development for vehicle purpose, not just fine tune it like PSA is doing. And FCA wants to offer best possible technology. On the other hand PSA is all about cloning, make many clones as soon as possible at very low price. For example on electrification front. PSA has a JV with Punch for fake e-DCT. I say fake because it has a single clutch so it can't be DCT. On the other hand FCA is buying best possible tech. For the European FWD market Getrag/Magna 7 speed wet DCT with built in electric motor which can be P2 MHEV/PHEV. From ZF for RWD line up their 4th gen ZF 8HP. Or on electric motor front. PSA has JV with Nidec. FCA is buying or will buy electric motor which are state of the art, ZF electric motors for Maserati. I was thinking that Stellantis will combine best practices from both companies. Aiming high attitude from FCA with quick rollout from PSA. But it seems they are all behind cost cutting PSA policy while advanced FCA's development tools will help with faster development times.
  13. 2nd gen eCMP should be in the hands of Italian R&D teams. Large chunk of it. That's for sure.
  14. Klaus Busse is not Head of Alfa Romeo design. His role is and will be different. He is the Head of Design for Italian brands. Pure managerial position. He is 2nd in command to Ralph Gilles or now Gilles and Ploue because those two can't be present at Turin Design Center.
  15. PSA's CAPEX in 2020 was around 3.5 times lower than FCA's. Just sayin'.
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