[Vmaxx]

Originally Posted by ///M TOWN

Toyota got it wrong.

Toyota has only made a compliance car.

Now Toyota is lobbying to slow the domino-effect… Toyota now has so much catching up to do it’s absolutely ridiculous.

Toyota is wiping the floor with every other automaker. That brand has gone absolutely insane over the past 4 years, in the best possible way for them. They were the only brand last month that was able to increase their average per vehicle sale price YoY. They also took the number one spot and sold more vehicles than Tesla globally, first time in nearly 18 months. So as they say, the numbers don’t lie, and they are doing better than just about everyone out there.

We are also seeing targets and mandates for EVs relax, being delayed, or outright cancelled. This is due to multiple reasons, but Toyota is the one now cashing in on their decisions, while the others (except Tesla) are still trying to figure out how to make EVs work.

[AlexC2er]

Originally Posted by antzcrashing

So when BMW is going to admit (through changing their marketing and sales techniques), that USA wants effectively nothing to do with fully electric toy cars, and everything to do with hybrids? I give it 1-3 years tops.

If it’s as good as the taycan maybe.

[hotrod182]

Wonder what Solid Power thinks of Rimac interfering with BMW battery technology.

[NSX2M4]

Originally Posted by TXSchnee

Rimac isn’t that small… https://newsroom.porsche.com/en/2021...%20for%202023.

How many RIMAC's do you see on the road VS BMW?
FYI, didn't read your article because it's loaded with click bait ads.

[TXSchnee]

Originally Posted by NSX2M4

How many RIMAC's do you see on the road VS BMW?
FYI, didn't read your article because it's loaded with click bait ads.

It's a release from Porsche Newsroom, not an article, so there are zero ads. Volume isn't what I was referring to, who owns huge shares of Rimac is.

[mathys]

Owning a X3 PHEV and MINI SE, having had a Taycan ST, this news holds zero interest for me.
Petrol will win for the long run, don’t get fooled…

[///M TOWN]

Originally Posted by Weather Man

When political reality catches up with people not being able to buy what they want, Toyota will be sitting pretty. The pain the EPA rules will inflict will be immense and the left will not enjoy the blowback.

Just vote w/ your wallet it still has weight

[domino_z]

Demand for ev’s has fallen off a cliff

Not only are manufacturers closing down ev production lines, but some are even cancelling them entirely

The saving grace was always Tesla, but I argue customers aren’t buying a Tesla because it’s an ev, but rather buying an ev because it’s a Tesla

Regardless, for first time in a couple years, even Tesla saw a 9% drop in sales last quarter

The ev utopia is failing, and only reason manufacturers are hanging onto the dream is because Belgium promised them a top down gov forced market where they could make untold profits

The fact likes of audi and bmw have released their latest models in multiple drivetrain variants shows even they are hedging

And any new ev you see being released today, eg macan, is completely void of reality of demand today, as these are projects that were signed off years ago and now have to come to market to try salvage whatever return they can

I see this partnership with rimac as bmw being doubtful the ev mandated market will materialize, otherwise they would invest in in house development for the long term benefits

[///M TOWN]

Originally Posted by Vmaxx

Toyota is wiping the floor with every other automaker. That brand has gone absolutely insane over the past 4 years, in the best possible way for them. They were the only brand last month that was able to increase their average per vehicle sale price YoY. They also took the number one spot and sold more vehicles than Tesla globally, first time in nearly 18 months. So as they say, the numbers don’t lie, and they are doing better than just about everyone out there.

We are also seeing targets and mandates for EVs relax, being delayed, or outright cancelled. This is due to multiple reasons, but Toyota is the one now cashing in on their decisions, while the others (except Tesla) are still trying to figure out how to make EVs work.

I rather dailydrive my Refrigerator white Tesla model 3, than any Toyota.

They are all behind Tesla… But now the NACS will possibly change things fast.

Tesla’s biggest problem is customer service. As Competition catches up they will have to change their tune superfast.

[///M TOWN]

Originally Posted by domino_z

Demand for ev’s has fallen off a cliff

Not only are manufacturers closing down ev production lines, but some are even cancelling them entirely

The saving grace was always Tesla, but I argue customers aren’t buying a Tesla because it’s an ev, but rather buying an ev because it’s a Tesla

Regardless, for first time in a couple years, even Tesla saw a 9% drop in sales last quarter

The ev utopia is failing, and only reason manufacturers are hanging onto the dream is because Belgium promised them a top down gov forced market where they could make untold profits

The fact likes of audi and bmw have released their latest models in multiple drivetrain variants shows even they are hedging

And any new ev you see being released today, eg macan, is completely void of reality of demand today, as these are projects that were signed off years ago and now have to come to market to try salvage whatever return they can

I see this partnership with rimac as bmw being doubtful the ev mandated market will materialize, otherwise they would invest in in house development for the long term benefits

Very interesting take on the subject

Just because you believe things doesn’t make any of it come true

[domino_z]

Originally Posted by ///M TOWN

Very interesting take on the subject

Just because you believe things doesn’t make any of it come true

Already has

https://www.forbes.com/sites/greatsp...h=1280d84e174e

https://www.cnbc.com/amp/2024/03/13/...ice-in-us.html

https://premium.goauto.com.au/global...v-sales/?amp=1

[Quadruple VANOS]

Originally Posted by ///M TOWN

Remac has a lot of knowhow that BMW does not. One has the money and the other has the technology and combined they’ll make an amazing partnership.

My point is Remac’s knowhow and specialist expertise is going to have to overcome the inevitable higher cost to the OEM, as compared to competitors that are making their own less-expensive components.

[///M TOWN]

Originally Posted by Quadruple VANOS

My point is Remac’s knowhow and specialist expertise is going to have to overcome the inevitable higher co to the OEM, as compared to competitors that are making their own less-expensive components.

Understood…

I think it’s more for use in their m cars not their series cars

[TheBingoBalls]

I don’t know if I would go as far as saying overall EV demand is going off a cliff, I think some EVs are, specifically the more expensive ones. All of Mercedes-Benz EQs sales at least in Canada/GTA have gone completely cold where Mercedes-Benz have dialed back on the allocations and dealers are only expected to sell 10% of their total annual target.

BMW is feeling it a bit as well, but the i4’s are stilll selling well, iX cooled off and XMs are completely non-existent.

[domino_z]

[QUOTE="///M TOWN;31060017"]That’s fine because Tesla played with the number at the expensive of their core customer so they need to somehow feel it personally and they’ll have to figure out how to rebound accordingly.

If they hadn’t have done that, I probably would be driving a new one right now, but I’m not.

“That’s the screwing they get, for the screwing they got”

And nothing last forever.

I have no idea what you’re trying to say guy

The early adopters have already saturated the market, look up the stat of how many first time Tesla owners actually repeat purchase, the business model is not sustainable, but Tesla owners all seem to need other people to confirmation bias their own purchase

There is no rebound, the early adopters are no more, the free gov money subsidies have all but dried up globally, and the used ev market is non existent

[MadBullogna]

Originally Posted by TX552

Battery powered exhaust and engine noise next? LOL

Already piped in to plenty of ‘true ICE’ vehicles already, including some ICE BMWs, so not sure the shade is going where you intended it to. Folks still be buying….(hi to all the true M owners with their piped-in exhaust sounds…..they still buy them, just saying)….

[domino_z]

Originally Posted by TheBingoBalls

I don’t know if I would go as far as saying overall EV demand is going off a cliff, I think some EVs are, specifically the more expensive ones. All of Mercedes-Benz EQs sales at least in Canada/GTA have gone completely cold where Mercedes-Benz have dialed back on the allocations and dealers are only expected to sell 10% of their total annual target.

BMW is feeling it a bit as well, but the i4’s are stilll selling well, iX cooled off and XMs are completely non-existent.

By going off a cliff I mean well below manufacturers expectations to remain profitable - replacing their entire line up with ev’s at this stage would be suicidal, hence why they’re scaling back ev spending and continuing to develop/manufacture ice and hybrid models

[MadBullogna]

Originally Posted by Weather Man

When political reality catches up with people not being able to buy what they want, Toyota will be sitting pretty. The pain the EPA rules will inflict will be immense and the left will not enjoy the blowback.

Pretty sure BMW, amongst others, have a healthy market elsewhere, including in the ultra-strict EU. The US has a history of ‘cough overcompensation cough’ that miraculously the rest of the world hasn’t been impacted with sales. Online forums love to talk & bitch and blame big brother, the cash shows the facts though. They’ll be just fine.

[///M TOWN]

[QUOTE="domino_z;31060041"]

Originally Posted by ///M TOWN

That’s fine because Tesla played with the number at the expensive of their core customer so they need to somehow feel it personally and they’ll have to figure out how to rebound accordingly.

If they hadn’t have done that, I probably would be driving a new one right now, but I’m not.

“That’s the screwing they get, for the screwing they got”

And nothing last forever.

I have no idea what you’re trying to say guy

The early adopters have already saturated the market, look up the stat of how many first time Tesla owners actually repeat purchase, the business model is not sustainable, but Tesla owners all seem to need other people to confirmation bias their own purchase

There is no rebound, the early adopters are no more, the free gov money subsidies have all but dried up globally, and the used ev market is non existent

I’m saying Tesla screwed themselves, including me one of their customers they’ll have to figure that out.

[NickyC]

Originally Posted by ///M TOWN

Toyota got it wrong.

Toyota has only made a compliance car.

Now Toyota is lobbying to slow the domino-effect… Toyota now has so much catching up to do it’s absolutely ridiculous.

Toyota/Lexus accounted for 29% of the car industry's total new vehicle gross margin in February. People do not like EVs, the demand for hyrbids is only going to increase.

It would be hard for Toyota to have got it any more correct.

[///M TOWN]

Originally Posted by NickyC

Toyota/Lexus accounted for 29% of the car industry's total new vehicle gross margin in February. People do not like EV’s…

Many people actually like EV’s…

February’s #’s doesn’t make the future

I’d personally rather suck glass through a straw than drive any Toyota

[TheBingoBalls]

Originally Posted by domino_z

By going off a cliff I mean well below manufacturers expectations to remain profitable - replacing their entire line up with ev’s at this stage would be suicidal, hence why they’re scaling back ev spending and continuing to develop/manufacture ice and hybrid models

That I agree with. And I think BMW of the 3 had the best strategy when it came to EV’s. Mercedes-Benz pretty much forced their dealer network with the EQs but the product wasn’t that good. Audi went in with the etron GT at $100k+ and they’re suffering too.

BMW was smart to diversify their line up while still primarily being ICE-focused when everyone was saying they were so behind the EV game. I guess they really knew what they were doing.