What is the future of the Taycan? -"The development of the planned new platform for electric vehicles in the 2030s will be rescheduled."

[Vercingetorix]

Lots of Porsches were assembled in Finland and no one seemed to care.

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[Bognar67]

OLIVER BLUME:


"Would it be possible to outsource additional assembly either to another division of the Volkswagen Group or to a contract assembler?

It would be possible but at this moment we’re not thinking about it. Why? Because for us, ‘Made in Germany’ is a very important attribute: to make the car in a Porsche plant. Therefore we are not thinking about having the Macan made at a Volkswagen plant."

https://www.automotivemanufacturing...on/interview-with-oliver-blume-porsche/526006

Not the freshest one but maybe same thinking.

 

[Freeewilly]

Agreed most of it up to the point it is balanced and not biased.

And believe me many Porsche buyer would not buy a Porsche made out of Germany.
They studied it many times.

Yes on 911 and high-end vehicles to keep Porsche prestige German made status.
It's really not that important for all Porsche made in German. When Toyota, MB, BMW start to build cars in North America, many buyers had the same concern initially, but after a few years, no one really cares now.

 

[Bognar67]

Yes on 911 and high-end vehicles to keep Porsche prestige German made status.
It's really not that important for all Porsche made in German. When Toyota, MB, BMW start to build cars in North America, many buyers had the same concern initially, but after a few years, no one really cares now.

Agreed, out of 911 and maybe(!) 718 buyers would accept made NOT in Germany.

I think the main concern is volume. The mentioned brands have 3-10 times higher volumes on the outsourced markets. Porsche simply has not enough high volume either with SUVs to be able to make profitably the huge investment of an extra factories out of Germany. Cayenne's number is big enough to make it in Slovakia, but that is it, I am afraid.

 

[Jayitaly]

Porsche is presently a disappointing lecture in mismanagement (not in terms of short term returns but in terms of a strategic view on what they want to achieve): Yes, the road to electric is somewhat rocky presently BUT inevitable; skyrocketed pricing (Porsche as luxury brand/LVMH) by Porsche failed more than EV per se and NOW thinning out the pipeline and making them worse (a shared platform will always be worse than a dedicated electric vehicle) is in my view a reckless, even stupid move mid term ... but what do I know

 

[chun]

making them worse (a shared platform will always be worse than a dedicated electric vehicle) is in my view a reckless, even stupid move mid term ... but what do I know

Next CEOs problem. That’s 101 post covid management, focus exclusively on short term profits, and exit before the repercussion come, leave them to the next “loser” to take your position

Blume is basically puffing up his CV/career; so he can claim he made Porsche profitable again during his tenure, despite his actions probably resulting in much bigger issues and lag in R&D, customer dissatisfaction and many other issues for Porsche long term

 

[JaseH84]

It would be possible but at this moment we’re not thinking about it. Why? Because for us, ‘Made in Germany’ is a very important attribute: to make the car in a Porsche plant. Therefore we are not thinking about having the Macan made at a Volkswagen plant."

Like the Mexican Stratocaster. Yes it's a Fender, but it's not quite the same...

 

[Bognar67]

Next CEOs problem. That’s 101 post covid management, focus exclusively on short term profits, and exit before the repercussion come, leave them to the next “loser” to take your position

Blume is basically puffing up his CV/career; so he can claim he made Porsche profitable again during his tenure, despite his actions probably resulting in much bigger issues and lag in R&D, customer dissatisfaction and many other issues for Porsche long term

Hope they'll not create a new covid to survive.

- That was a golden era to them and made them greedy at the same time.

 

[logic]

Next CEOs problem. (..), focus exclusively on short term profits, (..)

So many short sighted decisions indeed…


For one, I always thought to be relatively liberal in general, but admittedly have issues with certain products being made elsewhere (outside of the EU or even Germany, for example). It’s only because you realize how many people locally need an income, in the end supporting the society you also live in, is where you enjoy all of the benefits that come with having a healthy state budget. Not caring at all would be the downfall of any society. You may have it all and don’t need to worry about these things, but guaranteed, it will backfire eventually.


Secondly, what currently is going on in the car market is what you could describe as ‘walking with the dog’, where the dog sometimes is running behind or too far in front of you. The people are clearly running behind, and IMHO rightly so. Every car manufacturer seems to have forgotten what a private buyer cares about. Sure, the first ones to adapt were company/lease buyers. However when those cars move to the second hand market, nobody wants them. Many fear a HV battery repair or replacement costs in the long run. A private buyer is someone that perhaps does 10 years or longer with a vehicle and doesn’t want costly surprises. And nobody is taking that fear away. (In fact, it is that bad that -although still are under warranty-, even some of us have issues with the battery). Currently these second hand EV’s aren’t selling, which evidently slows down new car sales.

Why isn’t anyone looking at the (obvious) long term?
The solution could be something like a battery-as-a-service warranty.
At least keep updating, producing spare parts, and recycle as much as possible.
Advertise that your brand has the solution of running an EV longtime.
Take away the fear, so private buyers will be buying (second hand) EV’s.

Lastly, it blows my mind to believe we should go back to ICE vehicles. It’s clear that EV’s will be the future of transportation because of rapid advancements being made (in China in particular) that take away more and more negatives. Only in the last 5 years we’ve seen range numbers double, charging speeds double, solid-state batteries emerging, and the cost of battery cells drop exponentially. Perhaps I underestimate the stubborn nature of people, holding back, but at some point you give in, right?

 

[Bognar67]

So many short sighted decisions indeed…
Why isn’t anyone looking at the (obvious) long term?

IPO(?)

 

[Bognar67]

For one, I always thought to be relatively liberal in general, but admittedly have issues with certain products being made elsewhere (outside of the EU or even Germany, for example). It’s only because you realize how many people locally need an income, in the end supporting the society you also live in, is where you enjoy all of the benefits that come with having a healthy state budget. Not caring at all would be the downfall of any society. You may have it all and don’t need to worry about these things, but guaranteed, it will backfire eventually.

THIS.

 

[Uknown]

I have 3 thoughts …

1. I am super happy with my MY24 that I bought on a steep discount with a goal of getting to 2030-2032 before considering the latest. Mostly to see battery tech improvements.

2. I hope they update the software again if they are slowing the big step pace down. While not totally necessary it would add to the cars awesomeness

3. I don’t think EVs are going anywhere , I think Porsche is taking a chance to recognize that the Chinese market is crazy currently ( https://www.nytimes.com/2025/09/02/...ytcore-ios-share&referringSource=articleShare ) and the US market is unstable.

Why not reset expectations?

 

[ze_shark]

If you accept the premise that OPEX & CAPEX are finite, then Porsche is doing the right thing in adapting to market conditions where EV adoption is nowhere as fast as expected.

No business manager in their right mind would look at this and say: yep, let's stay the course, because our job is to be ideologically pure.

Porsche is not walking away from EVs, it has two and soon four models. They are just pacing down further investments temporarily while still projecting segment growth.

 

[logic]

If you accept the premise that OPEX & CAPEX are finite, then Porsche is doing the right thing in adapting to market conditions where EV adoption is nowhere as fast as expected.

No business manager in their right mind would look at this and say: yep, let's stay the course, because our job is to be ideologically pure.

Porsche is not walking away from EVs, it has two and soon four models. They are just pacing down further investments temporarily while still projecting segment growth.

It’s useless to have more volume than the market dictates, that’s true, but it is also useless for Porsche to be active in an EV market with a product that isn’t competitive. They really need to stay on top of things or they almost certainly will get humbled by the Chinese… which you could say is already happening. Key values synonymous with the brand are under attack and I’m in full panic mode, as should Porsche be (imho), or am I being too dramatic?

 

[ze_shark]

Asserting that the Taycan is not competitive is a strange narrative. J1.2 is a top notch EV.

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