[Bimmerfun82]

Originally Posted by KevinC

Supply is gonna catch up to demand VERY quickly now, if it hasn't already. If I were in the market and/or on some dealer's waiting list. I'd either a) sit on the sidelines and wait for some sub-MSRP deals to turn up (which will likely happen soon), or b) if I really wanted one ASAP, I'd burn up the phone lines calling dealers and finding an allocation immediately available and get my order placed.

My dealer stated an 8 month lead time. Just one example, although I believe those who say that the allocations are out there if you call around - guessing not at or below MSRP though … and if you can find one that someone backed out on you’ll likely have to compromise … but not sure how quickly supply and demand will meet up. Probably get an M4 build faster. M2 is priced low enough to attract a lot of buyers, and it’s probably cannabalizing some M4 sales given the interest rates.

[Squidget]

Originally Posted by Bimmerfun82

M2 is priced low enough to attract a lot of buyers, and it’s probably cannabalizing some M4 sales given the interest rates.

I have a story. A while back, my CA and I were chatting about the business of selling M cars.

She said that there's "no overlap between M2 and M4 buyers, just none." If a client comes in asking for one, they cannot be talked into getting the other. That seemed weird to me, since in many ways the cars overlap. So I was a little skeptical.

She, of course, pointed out that I was deadset on getting an M2 and couldn't be talked into an M4. Fair point. I figured I was just an outlier, but apparently not. The more time I've spent on this forums, the more I see what shes's talking about. Many, perhaps most, M2 buyers want something a little smaller, a little edgier, and wouldn't buy an M4 even if they could.

So maybe there's not as much cannibalization as we often assume.

(And if the M2 didn't exist, I wouldn't be in a M4. I'd be in a Blackwing.)

[Bimmerfun82]

Originally Posted by Squidget

I have a story. A while back, my CA and I were chatting about the business of selling M cars.

She said that there's "no overlap between M2 and M4 buyers, just none." If a client comes in asking for one, they cannot be talked into getting the other. That seemed weird to me, since in many ways the cars overlap. So I was a little skeptical.

She, of course, pointed out that I was deadset on getting an M2 and couldn't be talked into an M4. Fair point. I figured I was just an outlier, but apparently not. The more time I've spent on this forums, the more I see what shes's talking about. Many, perhaps most, M2 buyers want something a little smaller, a little edgier, and wouldn't buy an M4 even if they could.

So maybe there's not as much cannibalization as we often assume.

(And if the M2 didn't exist, I wouldn't be in a M4. I'd be in a Blackwing.)

I think most people make up their mind before they get to the dealership. That being said, she’s probably right in most cases. Obviously for a convertible there’s only one choice.

Prior to the G87, the M4 was the only manual coupe option in the lineup. Now the M2 comes along… $20k less, more agility, still practical… it makes sense if someone is comparing the cars objectively. The production demand favors the M2 and M3 at the moment. Time will tell.

[baron95]

Originally Posted by ///M TOWN

And the new incoming BMW Neue Klasse platform will be a game changer for BMW & BMW M.

I believe so, too.

The i4M50, while not on an EV platform is already a very good EV - just missing the frunk and a bit more range and a tad lower weight.

Hope the Neue Klasse improves on it substantially - it will be a killer vehicle. And if there is an i2-M, well that could be fun.

Now back to checking my order status for the G87

[johnnie311]

I would have never guessed the numbers were that high. It kind of makes the pain of not yet having received an allocation hurt just a tiny bit more.

[baron95]

Originally Posted by Squidget

She said that there's "no overlap between M2 and M4 buyers, just none."

The thing is that there is almost no capability distinction (except for xDrive) between the M2, the M4, and the M8 coupes. Rear seat is cramped on all 3. Performance is almost a wash.

M2 is more nimble, tossable. M8 has the V8 and is much more luxurious, M4 is in between with Xdrive and individual colors the main differentiator.

I was offered some good deals on M4s, and the only reason I didn't jump on one was because they didn't have iDrive8 (the old panel will look dated very, very fast) and none was in the configuration I wanted. The 2024s (with iDrive8) seem to be coming in a lot higher priced specs.

You will also find that most BMW dealers have at least a couple of M8s sitting in the showroom.

[///M TOWN]

Originally Posted by Squidget

I have a story. A while back, my CA and I were chatting about the business of selling M cars.

She said that there's "no overlap between M2 and M4 buyers, just none." If a client comes in asking for one, they cannot be talked into getting the other. That seemed weird to me, since in many ways the cars overlap. So I was a little skeptical.

She, of course, pointed out that I was deadset on getting an M2 and couldn't be talked into an M4. Fair point. I figured I was just an outlier, but apparently not. The more time I've spent on this forums, the more I see what shes's talking about. Many, perhaps most, M2 buyers want something a little smaller, a little edgier, and wouldn't buy an M4 even if they could.

So maybe there's not as much cannibalization as we often assume.

(And if the M2 didn't exist, I wouldn't be in a M4. I'd be in a Blackwing.)

She’s not far off…

I’d never buy an M4

The M4 is like a nice suit

The M2 is like a nicely tailored suit

[Squidget]

Originally Posted by ///M TOWN

The M4 is like a nice suit

The M2 is like a nicely tailored suit

I'm not a suit guy, so I'm not sure what your metaphor is saying.

[///M TOWN]

Originally Posted by Squidget

I'm not a suit guy, so I'm not sure what your metaphor is saying.

I don’t wear suits but here goes….

A tailored suit fits more personally

M2 is an M4 that was fitted to size

Like a fitted shirt vs a loose shirt

[Cos270]

Originally Posted by Squidget

Those are pretty healthy numbers!

To quote Road and Track:


So if they cranked out 10,000 G87s already, and assuming a lot of those are Customer-Sold, BMW has another winner on their hands.

Also permit me to now throw a middle finger at all those haters from last year who said BMW forgot how to make sports cars, was gonna go bankrupt because they lost the soul or whatever, blah blah.

The general public having increasingly poor taste (also a product of more numb, bloated vehicles being offered) and BMW going down a path many enthusiasts of the brand don’t want to follow are not mutually exclusive.

I doubt BMW has forgotten how to make the cars many yearn for - they’re just choosing not to.

[T_U_D]

Originally Posted by Cos270

The general public having increasingly poor taste (also a product of more numb, bloated vehicles being offered) and BMW going down a path many enthusiasts of the brand don’t want to follow are not mutually exclusive.

I doubt BMW has forgotten how to make the cars many yearn for - they’re just choosing not to.

Well said.

[AdnanH35]

Well this explains why my cars been sitting at the factory for over a month now 😂not even at the port….

[10"]

Well they made what 35,000+ F87 M2s didnt they (N55 + M2C + M2CS)?

So maybe they will cross 50,000 with the G87. M cars almost always increase in production numbers.

[T_U_D]

Originally Posted by 10"

Well they made what 35,000+ F87 M2s didnt they (N55 + M2C + M2CS)?

So maybe they will cross 50,000 with the G87. M cars almost always increase in production numbers.

I believe total F87 production was 60k+. The total G87 production run until 2029 will easily exceed 150k.

[Bimmerfun82]

Originally Posted by T_U_D

I believe total F87 production was 60k+. The total G87 production run until 2029 will easy exceed 150k.

I’d bet closer to 120k. Lot of pent up demand that should level off a bit.

[T_U_D]

Originally Posted by Bimmerfun82

I’d bet closer to 120k. Lot of pent up demand that should level off a bit.

It will get sparked again via the LCI and various special variants like a CS/CSL.

[JVYasF80]

Anyone know how many F87 M2 Competitions were made? and how many per color?

[GHO$T]

Originally Posted by baron95

(not sure if this is known already)

I found a Mexican agency that reports on San Luis Potosi BMW production. See below July report.

On the left is July 2022/2023 production. On the right in cumulative Jan-July.

I'll do some more digging for the other months and see if production has been ramping up. Hoping as I'm waiting on my car.

As you can see 1,665 M2s were built in July and 10,519 have been built Jan-July. (plus 303 M2s produced in 2022 - all in December)

I'd like to see how many of the Total ended up in the USA ?
and breakdown of other Countries #'s.

Anyone have an educated Guess ?

[baron95]

Originally Posted by GHO$T

I'd like to see how many of the Total ended up in the USA ?
and breakdown of other Countries #'s.

Anyone have an educated Guess ?

About 30% of M car production comes to the US. It is a bit higher in some models (e.g. X5M) and a bit lower in others (e.g. CS/CSLs).

[GHO$T]

Originally Posted by baron95

About 30% of M car production comes to the US. It is a bit higher in some models (e.g. X5M) and a bit lower in others (e.g. CS/CSLs).

Interesting, Thanks !

Less than i would have guessed.

[baron95]

Originally Posted by GHO$T

Interesting, Thanks !

Less than i would have guessed.

It used to be about 50%.....but....you know....China and other places now have millions of people with money to buy Ms.

The US market is now only ~15% of the global new vehicle market.

[boostspoon]

Really? Doubting given the slow ramp up.