2019 Leaf SL+, waiting on an ID.4 AWD ProS, Dusk Blue
Without making this political, I'll just add this observation: There was an article just in the past few days describing a left/right divide when it comes to EV adoption – not absolute, just "generally speaking" (and BTW this board does an excellent job of staying non-political, and I appreciate that and hope I'm not violating that)....The other factor to me is Musk has become more and more polarizing over the past few years. And he seems to me picking the wrong side of fights for people interested in BEVs. That is going to become a factor when your vehicles are no longer the clear cut winners.
Tesla will not be able to keep their market share in future with more and more EVs joining the EV gang. If VW can deliver reliable car with proper software updates they can overtake Tesla Easily. I guess Tesla has 4 factories vs VW already has 5, Zwickau, Emden, 2 in China and 1 in Chattanooga and may be others coming soon so they are on correct path.View attachment 11644
Volkswagen's CEO Herbert Diess says he believes that they can outsell Tesla in EVs by 2025.
Last quarter, the VW group delivered 99,064 all-electric vehicles. During the same period, Tesla delivered over 310,000 all-electric vehicles.
Do you think it can be done in 3 years? Or is what Diess said just wishful thinking? VW certainly has the resources to do it but the timeframe might be too short.
Vote in the poll below and let's see what the results are.
I agree with most of what your wrote, except that I think VW is keenly aware of this software one-for-all dilemma. The fact it's taking so long to kick out an update is an indication of exactly how deep their current troubles have been. I'm sure they're sweating bullets and all hands on deck trying to get this software stabilized with the sole intention of getting the program back on track. With so much on the line, no other explanation to me makes sense...So fix for 1 will be fix for all, I am scratching my head why VW is not taking it seriously and dealing with bugs on priority basis...
Yeah root cause may be one for all software and they must be aware of this and obviously trying their best to fix it but 0 updates in over a year do not reflect good for them.I agree with most of what your wrote, except that I think VW is keenly aware of this software one-for-all dilemma. The fact it's taking so long to kick out an update is an indication of exactly how deep their current troubles have been. I'm sure they're sweating bullets and all hands on deck trying to get this software stabilized with the some intention of getting the program back on track. With so much on the line, no other explanation to me makes sense
I think it's more like if you go out for dim sum you can attack one at a time, kind of that progressive approach rather than ordering a whole meal all at once...Instead of fixing 10/10 bugs fix 8 and let 2 for next update. Else by the time you fix all 10 there will be 10 more bugs and you will have more on your plate.
Excellent plan, but first you've gotta prove that you can even get a simple fix out there and installed in the cars - 2 out of 10 would be an amazing fix at this point . . . . and we probably only needed 2 a year ago when the first update should have happened. Then you could do 2 each quarter and everyone would be positively amazed. If they're truly waiting for a 'big fix' before they do anything then we'll probably need 20 by this time next year - They just keep falling farther and farther behind because it doesn't appear the are capable of doing even a simple updateInstead of fixing 10/10 bugs fix 8 and let 2 for next update. Else by the time you fix all 10 there will be 10 more bugs and you will have more on your plate.
Problem is not with plate, dim sum cooker is cracked here they are not serving any dim sums.. that reminds me its time for my lunch breakI think it's more like if you go out for dim sum you can attack one at a time, kind of that progressive approach rather than ordering a whole meal all at once...
... unless your plate is cracked, then you can't have any dim sum until the plates is fixed.
It would seem VW can't roll out any progressive OTAs until they fix the plate. 2.0 is a cracked plate and it feels to me like even 3.0 might not be fully dried in the kiln.
I don't know where you get your information but Toyota's Q1 2022 revenue was $72.5 billion. Operating profit was $24.6 billion for the quarter.I think what most are overlooking is can VW even afford to scale BEVs to levels that Tesla is currently at with 3 Giga factories. What innovations are VW using that will get them there? They need to have a paradigm shift in manufacturing and BEVs are not in their core DNA. Tesla just produced more revenue in the last quarter than Toyota producing far fewer vehicles. They put them together quicker (10hrs vs 30hrs) due to best in class manufacturing/software and less parts (4680 structural battery pack + f/r castings). As Giga Austin and Berlin ramp, Tesla will use their economies of scale to move down market again and capture buyers at all price points. VW is supposed to make vehicles for the common people, but it doesn’t seem like they can afford to make a BEV profitably at this time.
I owned a VW ID 4 for 8 months and recently traded in for an Ioniq 5. The E-GMP platform is better than VWs and overall their EV drivetrain and battery technology (800V) is more advanced and performs at near Tesla levels of performance and efficiency. It’s questionable if they can even scale their BEVs profitability, I personally don’t think so.
My mistake….operating income.I don't know where you get your information but Toyota's Q1 2022 revenue was $72.5 billion. Operating profit was $24.6 billion for the quarter.
VW Q! 2022 revenue was $66.1 Billion. Operating profit was $9 billion.
And these were certainly not the best years/quarters for either of those companies.
Tesla's Q1 2022 revenue was $18.8 billion. Operating profit was $5.5 billion. Obviously Tesla is not in the same league as VW or Toyota when it comes to actually making money and developing quality vehicles.
What Tesla has shown is that folks are willing to fork over large sums of money for a poorly made car because it was the only game in town. Now that the Model Y and 3 are available sale of the Model S and Model X have plummeted. Tesla also seems to have lots of problems developing new models. Never ending delays and false promises.