[opinion] - hmmm…VW/Audi/Porsche _IS_ in trouble… [⚠️ ADMIN WARNING: NO INSULTING / POLITICALLY CHARGED POSTING]

[Zcd1]

Interesting Audi is selling EVs just for the China market.

The Audi EX7 is quite amazing. Only in China though.

https://www.audi-mediacenter.com/en/press-releases/audi-e7x-all-electric-premium-suv-for-china-16935

https://carnewschina.com/2026/05/29...n-china-at-39795-usd-to-rival-the-xiaomi-yu7/

Interesting side-note about those Chinese-market vehicles:

They’re “AUDIS”, not “Audis”…

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[whitex]

I have been reading lately about companies making and selling simpler, easily repairable, un-connected products, and how they attract customer demand, for example this Canadian company:
https://www.404media.co/demand-is-booming-for-ursa-ag-new-no-tech-repairable-tractor/

My mind started to wonder. Perhaps Porsche could finally admit they are not up for competing against the tech companies on modern cars, and instead build a top performing EV without any connectivity, any touch screens, just pure performance EV machine, easily repaired, and perhaps easily extended - remember the days where you'd buy a car and then replace the radio, why couldn't infotainment be the same. Heck, Porsche Design could then sell infotainments that can be plugged into cars like this, and swapped out for a newer one few years down the road. Maybe call it a Porsche 404 series - the ultimate EV without all the modern bloat, AI, etc (but allow this modern connectivity be added by 3rd parties if someone really wants them). Oh, and forger self-driving. Who wants a performance car that drives itself, really? When I can buy a self driving car, I want the most luxury I can get on the back seat, don't care about maximum acceleration or cornering.

 

[Tooney]

Porsche reveals three one-of-one 911 models on the red carpet at the World Premiere of Toy Story 5 - Porsche Newsroom

Porsche and Pixar Mark 30 Years of Toy Story With Three One-Off 911s
Naturally, Porsche, Pixar, and Disney teamed up to create three unique 911s inspired by Woody, Buzz, and Jessie.

 

[ct4s]

Porsche reveals three one-of-one 911 models on the red carpet at the World Premiere of Toy Story 5 - Porsche Newsroom

Porsche and Pixar Mark 30 Years of Toy Story With Three One-Off 911s
Naturally, Porsche, Pixar, and Disney teamed up to create three unique 911s inspired by Woody, Buzz, and Jessie.

I actually quite like the "Woody" one.

 

[Tooney]

China’s EV Price War Was Built On Cars Sold At A Loss
China’s auto industry, once fueled by loss-making sales and state subsidies, now faces a cooling market following subsidy rollback and bans on below-cost sales.
. . .
For the rest of the global auto industry, this reckoning is a double-edged sword. On one hand, the era of artificially cheap Chinese EVs undercutting global markets is facing structural limitations. On the other hand, to survive this domestic correction, Chinese firms like BYD, Geely, and Chery are aggressively accelerating their overseas exports, with BYD going so far as to obtain a fleet of purpose-built ships to enable deliveries. This accelerated export operation is supported by localized supply chains being established abroad, all of which, of course, are owned or controlled by the same firms. This means that they not only pose a threat to auto-manufacturers, but also to auto-component manufacturers in the host countries.

While current U.S. tariffs help insulate American automakers from direct imports, Detroit must use this lifeline as a wake-up call. For American car buyers and automotive workers, understanding this shift is of paramount importance. The Chinese auto industry is rapidly transitioning from volume-driven dumping to value and profitability. American manufacturers must take this chance to accelerate their own technological advancements. The price war may be coming to a close, but the battle for long-term dominance has only just begun.

 

[Tooney]

https://www.reuters.com/business/po...tting-package-by-july-fas-reports-2026-06-20/

 

[whitex]

Yea, I saw this when traveling over the weekend, this CEO quote particularly drew my attention:
"Porsche has to make money with fewer cars"

And then I read about the elimination of Taycan CT/ST (at least in the US, perhaps all of NA). Next, we're going to learn about price increases (which is definitely in line with the goal of making money with less cars). I am personally curious that the Porsche price/demand curve looks like.

I would have preferred the CEO say "We need to make our cars more attractive so we can make money selling more of them", but hey, I'm not their shareholder.

 

[chun]

Yea, I saw this when traveling over the weekend, this CEO quote particularly drew my attention:
"Porsche has to make money with fewer cars"

And then I read about the elimination of Taycan CT/ST (at least in the US, perhaps all of NA). Next, we're going to learn about price increases (which is definitely in line with the goal of making money with less cars). I am personally curious that the Porsche price/demand curve looks like.

I would have preferred the CEO say "We need to make our cars more attractive so we can make money selling more of them", but hey, I'm not their shareholder.

He’s coming from McLaren, far from the most profitable company.

He’s gonna try to turn Porsche from premium into exclusive; and then when people refuse to pay 500-600k for a 911 that looks and drives just like the last 20 years of 911s, then he’ll blame the market, and so on

 

[PorscheTaycan]

Disastrous for Porsche if true.

 

[Vim Schrotnock]

I don't think they will continue the Taycan. They are losing money, and the sales are declining. If I'm the CEO, I'm thinking how to maximize profits, and that means cutting costs and getting rid of unprofitable cars, along with cutting factories, workers, and charging a lot more for the cars that are selling well and making money. I see them compacting operations and focusing on their 'core' business, which is building exclusive high performance cars. I'm not sure where that leaves their SUV business...

 

[mkg3]

He’s coming from McLaren, far from the most profitable company.

He’s gonna try to turn Porsche from premium into exclusive; and then when people refuse to pay 500-600k for a 911 that looks and drives just like the last 20 years of 911s, then he’ll blame the market, and so on

He started with Porsche and was responsible for the original Cayenne and Macan. He then became CTO for Ferrari then onto CEO of McLaren. While at McLaren, he improved quality and improved efficiency before leaving due to CVYN takeover of McLaren and installing their own CEO.

Cutting production, I believe in this context, is to balance the supply and demand, as well as rebalancing product line production rate. The 718 return seem to gather steam - both ICE and EV versions, based on multiple reporting.

 

[whitex]

Perhaps Porsche will go back to pre-Boxter, pre-Macan, pre-Cayenne days, focus on high margin 911's. That should accomplish the "make money with less cars" goal just fine. Less profit, but way higher profitability - satisfies the metric.

 

[snstevens]

Perhaps Porsche will go back to pre-Boxter, pre-Macan, pre-Cayenne days, focus on high margin 911's. That should accomplish the "make money with less cars" goal just fine. Less profit, but way higher profitability - satisfies the metric.

I don't think the rebalancing of production necessarily means higher prices. When Porsche went public they set the expectation of increased production and scaled up accordingly. Unfortunately the sales didn't follow, and so they now had costs (including headcount, inventory, etc.) that simply didn't match the demand. The idea of being "profitable" with fewer than 280,000 cars seems like a reasonable starting point.

The past 2 years have been a disaster for all of us trying to navigate tariff disruptions to our businesses, and getting cashflow right is a the necessary first step to returning to growth.

 

[Tooney]

Why Porsche's Cayenne Gamble Funded Two Decades Of 911 Survival

 

[gnr3312]

Why Porsche's Cayenne Gamble Funded Two Decades Of 911 Survival

This. There’s no way they leave the SUV market, it’s been a massive lifeline.

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