Delivery Delays

[Docjonday]

That's great news keep me up to date and let me know if matrix has been fitted still no nearer with mine but hopefully soon Presumably they fit the PTS semiconductors at the docks?

I’m told they go around the area where they’ve been holding the cars at the docks in golf karts and for parts as hoc as necessary. Does make you worry. One suspects that’s work that’s outsourced to cheap labour. Or maybe I’m just pessimistic. Ignorance is bliss.

Sponsored

 

[Docjonday]

I’m told they go around the area where they’ve been holding the cars at the docks in golf karts and for parts as hoc as necessary. Does make you worry. One suspects that’s work that’s outsourced to cheap labour. Or maybe I’m just pessimistic. Ignorance is bliss.

Fit parts not for parts. Far fingers this morning.

 

[Browning]

I’m told they go around the area where they’ve been holding the cars at the docks in golf karts and for parts as hoc as necessary. Does make you worry. One suspects that’s work that’s outsourced to cheap labour. Or maybe I’m just pessimistic. Ignorance is bliss.

There is something very special and exciting about getting new car just like Christmas feeling when
you was a kid think everyone will agree that comments please

 

[soawjo]

There is something very special and exciting about getting new car just like Christmas feeling when
you was a kid think everyone will agree that comments please

It’s like Christmas if your parents kept changing the date of Christmas Day and not telling you when the new date is

 

[soawjo]

Just had a call from my dealer and my car is still sitting at Emden. No shipping block on it so no idea why it has been sitting there for seven weeks

 

[Fish Fingers]

Fit parts not for parts. Far fingers this morning.

?

 

[Browning]

Just had a call from my dealer and my car is still sitting at Emden. No shipping block on it so no idea why it has been sitting there for seven weeks

There is a block due TPS semiconductors missing so cannot ship until resolved mine has been in salty Emden docks since 15th Dec ask your dealer for reason for delay

 

[soawjo]

There is a block due TPS semiconductors missing so cannot ship until resolved mine has been in salty Emden docks since 15th Dec ask your dealer for reason for delay

I’ve seen what the open campaigns are on my car and TPMS isn’t one of them. None of them are stop sales or anything that you’d expect to mean a shipping block so it’s a bit of a mystery. Am I just unlucky? Like you, I’ve had my car sitting at the dock since mid-December

 

[Browning]

I’ve seen what the open campaigns are on my car and TPMS isn’t one of them. None of them are stop sales or anything that you’d expect to mean a shipping block so it’s a bit of a mystery. Am I just unlucky? Like you, I’ve had my car sitting at the dock since mid-December

Dealer confirmed to me that was the reason for delay

 

[4MBN]

Car was supposed to go into build on 4th, just found out (after chasing for info) that has now slipped to 11th. Wonder how many more times I'm going to hear it has slipped.......

Have you had any further update from your dealer?

My build date was/is due to start today and I’ve been waiting for the “it’s been delayed” telephone call. Happily, my dealer called to confirm it has started so hopefully there may be some good news for you too?

 

[Discohead]

Have you had any further update from your dealer?

My build date was/is due to start today and I’ve been waiting for the “it’s been delayed” telephone call. Happily, my dealer called to confirm it has started so hopefully there may be some good news for you too?

That's great news, hopefully it'll get built and delivered quickly. ?

Sent a note to my dealer saying I didn't feel that having to chase to find out my had been delayed wasn't really good enough. Got a lovely response back putting me in my place that his communication has been faultless......he is soooo arrogant. Like someone else said, all smiles and help when they want the deposit.

 

[Browning]

Porsche has really cocked up with customer satisfaction this time we know that the world has shortages with semi conductors but to have cars sat in salty docks for weeks and months is just not good enough pipeline planning comes to mind or rent indoor car storage sites but please these cars not cheap and we as customers deserve better nobody informs the reasons why Come on Porsche sort it out or you will for sure lose customers and its already tarnishing the brand

 

[Docjonday]

Porsche has really cocked up with customer satisfaction this time we know that the world has shortages with semi conductors but to have cars sat in salty docks for weeks and months is just not good enough pipeline planning comes to mind or rent indoor car storage sites but please these cars not cheap and we as customers deserve better nobody informs the reasons why Come on Porsche sort it out or you will for sure lose customers and its already tarnishing the brand

Not sure if you have seen it but Oliver Blume, Porsche’s CEO, gave an interview to one of Germany’s leading newspapers (available throughout the Porsche Newsroom website) in recent days. He was pressed hard on the semiconductor shortages and suggested that Porsche expect this to affect new deliveries throughout 2022. Hence, there is no end in sight as yet and orders will continue to be affected for the foreseeable future. As for warehousing space, I know this to be at an absolute premium at present, the docks being areas where space is both available and relatively cheap, without posing a large threat to Porsche’s 15% average gross margin. If China should invade Taiwan at any point in the near future, one darn’t imagine how much worse the situation will get, given 70% of the world’s semiconductors are manufactured in Taiwan.

As I’ve mentioned before, Porsche are enjoying record sales, despite the Taycan being plagued with problems in it’s first couple of years of production (again referenced in the article and to some degree acknowledged by Blume) and the semiconductor shortages. Hence, the exposure to salty docks, while taking the shine off new customer experiences (pardon the awful pun), isn’t denting profits. Until it does, I guess the board will view their current strategy of handling supply chain disruption as being a total success.

 

[Browning]

Not sure if you have seen it but Oliver Blume, Porsche’s CEO, gave an interview to one of Germany’s leading newspapers (available throughout the Porsche Newsroom website) in recent days. He was pressed hard on the semiconductor shortages and suggested that Porsche expect this to affect new deliveries throughout 2022. Hence, there is no end in sight as yet and orders will continue to be affected for the foreseeable future. As for warehousing space, I know this to be at an absolute premium at present, the docks being areas where space is both available and relatively cheap, without posing a large threat to Porsche’s 15% average gross margin. If China should invade Taiwan at any point in the near future, one darn’t imagine how much worse the situation will get, given 70% of the world’s semiconductors are manufactured in Taiwan.

As I’ve mentioned before, Porsche are enjoying record sales, despite the Taycan being plagued with problems in it’s first couple of years of production (again referenced in the article and to some degree acknowledged by Blume) and the semiconductor shortages. Hence, the exposure to salty docks, while taking the shine off new customer experiences (pardon the awful pun), isn’t denting profits. Until it does, I guess the board will view their current strategy of handling supply chain disruption as being a total success.

Its always been a concern because as you hove pointed out Taiwan Semiconductor Manufacturing Co TSMC has 53% of the global market then I think approx 35% from China
rest is US Singapore Malaysia Thailand not in any particular order etc Europe think Germany Netherlands are producers albeit tiny crazy so in effect we are stuffed in western economies in the event China moves on Taiwan which I have visited many times along with plenty of earthquakes whilst being there

I agree warehouse is at a premium in Uk and rest of Europe but surely the could have a strategy in invest in storage space as they will still be paying parking spaces and never own them maybe as a country are we going down the EV route to fast ? ie charging infrastructure still not good then next will be energy supplies not mention batteries think I will keep a few Petrol Diesel cars just in case views please. On a much brighter note days are getting a bit longer and spring is not far away
and maybe just maybe my car may arrive this month

 

[Docjonday]

Its always been a concern because as you hove pointed out Taiwan Semiconductor Manufacturing Co TSMC has 53% of the global market then I think approx 35% from China
rest is US Singapore Malaysia Thailand not in any particular order etc Europe think Germany Netherlands are producers albeit tiny crazy so in effect we are stuffed in western economies in the event China moves on Taiwan which I have visited many times along with plenty of earthquakes whilst being there

I agree warehouse is at a premium in Uk and rest of Europe but surely the could have a strategy in invest in storage space as they will still be paying parking spaces and never own them maybe as a country are we going down the EV route to fast ? ie charging infrastructure still not good then next will be energy supplies not mention batteries think I will keep a few Petrol Diesel cars just in case views please. On a much brighter note days are getting a bit longer and spring is not far away
and maybe just maybe my car may arrive this month

Having had a Taycan previously, I have to say range anxiety was never a problem. Even going to London, it’s easy to plan a route taking in Ionity fast chargers. The car is recharged in the time it takes to get a Starbucks and pay a call of nature. Plus, you have the satisfaction of knowing electricity incurs only 5% tax here in the UK compared to nearly 70% on petrol / diesel. It’s a golden era before we all get charged per mile.

As to your point about retaining an ICE car, I can’t dispute that. I’m currently in the process of repatriating my very first 911, which I tracked down in the Republic of Ireland with the help of my Porsche dealership, having agreed to buy it from it’s new owner. I’m as excited about it’s return as I am the Taycan. On that note, if anyone knows if I can escape having to pay VAT on re-importing that car back to the UK from the Irish Republic having already paid VAT on the car with the same VIN given I was it’s first owner, please comment. I’m otherwise facing a 20% premium that will make it very much a purchase with the heart rather than the head.

Sponsored