Hot! Porsche: What's Next

[Design FIRST]

...can it be a complete blast more fun than 95% of ICE cars out there, I bet it can.

This !

From a genuine, highly experienced, techologically versed, open minded, multi-car owner and aficionado of automobiles.

Comments always valuable, @Sunny. Thank you.

 

[SKY]

Cancelling the 718 EV would be a MASSIVE fack up.

At least it seems the new boss wants to clean the house before starting to build up again.

Maybe it's just me being naive, but in my mind fixing Porsche would not be that hard...

 

[Design FIRST]

Cancelling the 718 EV would be a MASSIVE fack up.

At least it seems the new boss wants to clean the house before starting to build up again.

Michael Leiters ultimate decisions will be very closely in accordance with what the Porsche/Piech family construes as being the "best aka profitable strategy". This possibly also encompasses taking hits on investments initiated when "going exclusively electric" was the modus operandi. Porsche /Piech decision makers are staunchly bullish on "E-Fuels", for example. IMHO, it remains highly questionable whether this a "future proof" solution for anything other than the relatively low-volume 911 model line. As things currently appear, cancelling the 718 EV project remains a real possibity. A good decision ? Time will tell.

One strategy being tossed around is Porsche tapping far further into the VAG/Chinese partners software architectures for their future "non 911" higher volume models. That would encompass future Taycan/Panamera cars initially, that may very well be REEVs, BEVs or ICE Hybrids based on a highly flexible, all powertrain compatible chassis structure. The current Macan BEV and new Cayenne BEV will be with us for quite some time yet.

 

[AndreB]

I don’t see how canceling the nearly finished 718 EV is a smart decision from Porsche just because it doesn’t make noise. A base 911 Carrera, and even the Turbo S, doesn’t exactly sound great either.

The real issue is pricing, or if Porsche ends up artificially limiting the performance, then it could struggle. But if they offer something like 800 hp for around 150k, it could be "good" value, especially compared to a 270k Turbo S.

 

[tristatez28lt1]

My bet is they're cancelling the BEV and launch the ICE version. Look at sportscar BEV sales... or rather the lack of. Which sports car sold in line with expectations? I can't name one. MG is struggling with the Cyberster, Polestar took back their ready for production 6, Maserati cancelled the MC20 Folgore, all the hypercars (Rimac, Lotus) are sales failures. Porsche has bigger problems than investing heavy into a car that won't sell.

 

[AndreB]

I thought they already invested in 718 EV development.

 

[Design FIRST]

I thought they already invested in 718 EV development.

Absolutely correct. Not only pertaining to the 718 EV, but also the perhaps stillborn "K1" project.

The 718 EV is actually very nearly completed, if not in fact currently serial production feasible. Were it not for the Cariad initiated delays and often irrational narratives regarding BEVs in general, the 718 EVs would have been available for order quite some time ago.

 

[SKY]

My bet is they're cancelling the BEV and launch the ICE version. Look at sportscar BEV sales... or rather the lack of. Which sports car sold in line with expectations? I can't name one. MG is struggling with the Cyberster, Polestar took back their ready for production 6, Maserati cancelled the MC20 Folgore, all the hypercars (Rimac, Lotus) are sales failures. Porsche has bigger problems than investing heavy into a car that won't sell.

The question is, what is going to be the EV line up of Porsche at this stage. Taycan mk2, Macan and Cayenne?

 

[tristatez28lt1]

I thought they already invested in 718 EV development.

They did. A lot of my guess is 600 Mn. But cut losses now rather than stay on a sinking ship.

 

[Design FIRST]

The question is, what is going to be the EV line up of Porsche at this stage. Taycan mk2, Macan and Cayenne?

Word has it that orders for the Macan-e are "satisfactory" and increasing. And interest in the brand new Cayenne-e is said to be "very positive". Hence, they'll be with us for quite some time to come. Note that an Audi Q5 derived PPC Macan ICE Hybrid is also in the pipeline.

As for the Taycan (as well as next Panamera): Things have gone mumm more recently. All sorts of innuendo has been circulating such as: The combining of both model lines into a single model line based on a new, highly flexible chassis architecture that can accomodate BEV, REEV and ICE Hybrid configurations. Perhaps an evolution of the SSP+ with help from VAG Chinese partner software providers.

Or...a further development of the elusive "K1" actually becoming the Panamera successor in the form of a large, luxurious 4 door shooting brake sort of crossover available with various types of powertrains. Also involving significant contributions by VAG Chinese partner software providers.

Another question: Will Audi carry on with a serial production version of the Concept C in light of the "718 EV Situation" ?

 

[Centurion]

I thought they already invested in 718 EV development.

Jayemm on YouTube mentioned something interesting in his latest video. He thinks that the 718 EV is ready for release and production, but Porsche is scared to release it because it might flop.

There could be some truth to this because there has been spy shots of the car since 2022. There's nothing bleeding edge about its tech, there's a Taycan, Macan and Cayenne EV on the market now.

Surely it's should be ready for debut now?

 

[Design FIRST]

Jayemm on YouTube mentioned something interesting in his latest video. He thinks that the 718 EV is ready for release and production, but Porsche is scared to release it because it might flop.

There could be some truth to this because there has been spy shots of the car since 2022. There's nothing bleeding edge about its tech, there's a Taycan, Macan and Cayenne EV on the market now.

Surely it's should be ready for debut now?

There is currently much that indicates that Porsche will pull the "REEV Card" regarding future models. Especially pertaining to the Taycan and Panamera successors and perhaps even some sort of evolution of the currently questionable "718 Project". The allegedly immensely flexible, scalable SSP+ platform, very compact il, V or flat 4 "generators" that operate on e-fuels paired with cutting-edge battery tech is a concept that Porsche AG, as well as VAG as a whole, are very seriously contemplating.

 

[Centurion]

There is currently much that indicates that Porsche will pull the "REEV Card" regarding future models. Especially pertaining to the Taycan and Panamera successors and perhaps even some sort of evolution of the currently questionable "718 Project". The allegedly immensely flexible, scalable SSP+ platform, very compact il, V or flat 4 "generators" that operate on e-fuels paired with cutting-edge battery tech is a concept that Porsche AG, as well as VAG as a whole, are very seriously contemplating.

Porsche's biggest market for the EVs is China. However, Chinese attitudes to luxury have drastically changes.

Pre 2025: Luxury can only come from Europe. Buy European cars for top performance and status.

Post 2025: Luxury can come from China. Don't buy Chinese EVs because they are cheaper, buy they because they are just as good if not better in many areas.

On EVs, European badged don't have the same power any longer. Not just in China but growingly in European markets. Every month I see more and more Chineses EVs and hybrids on UK roads.

This will make future Porsche EVs a tough sale and I don't know whether China sales can fully recover.

 

[Design FIRST]

On EVs, European badged don't have the same power any longer. Not just in China but growingly in European markets. Every month I see more and more Chineses EVs and hybrids on UK roads.

An interesting sidenote:

German media is reporting that Geely is in the midst of rapidly progressing, very constructive negotiation with FoMoCo (Europe) regarding the joint production and future joint development of automobiles for the EU/UK market. The production facilities currently being assessed are FoMoCo's (Germany) shuttered Saarlouis; Germany plant, the heavily under-capacity operating (due to the Explorer/Capri EV flop) FoMoCo Cologne, Germany plant and the FoMoCo plant in Valencia, Spain.

And indeed, we are experiencing times of at least unstable, even diminishing brand equities of German manufacturers. Hardest hit by this phenomenon are arguably Mercedes-Benz and Audi. Porsche's knees are beginning to wobble. BMW appears to weathering the currently difficult terrain best. IMHO, I think that Porsche is the prime candidate for a future fulminant comeback. M-B and Audi...???