Next gen (second generation) Taycan platform is "locked" and coming late 2027

[Flying ace]

a BEV Panamera is effectively a Taycan. It's the same size car.

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[MissionE]

I think you misunderstand what "shared" meant here. Shared means a bespoke BEV platform shared between the Panamera and the Taycan.

I don't think the current (2024-) Panamera will have anything to do with it whatsoever. In the same way that the new Cayenne Electric has absolutely nothing to do with the ICE Cayenne.

So what is meant here probably is that they are making a completely new platform to power the next gen Panamera BEV and Taycan BEV.

As to how competitive it will be - time will tell. Remember, the Taycan is basically a 7 year old platform at this point.
However, the battery is not really 7 years old and the motors aren't either. Those are state of the art for VAG, and BMW is ahead on that, I am sure MB will be too.

There is no planned EV Panamera in the slides from Mr Porsche, only hybrid and ICE (up until 2030, when the plans stop)

So it very much is a shared platform with an ICE car, not a bespoke EV one.

I could be wrong, but based on the slides from Porsche, panamera is not going to be an EV, so a shared platform means a platform that can accomodate a v4/v6, a drive shaft, same old shit 40 ECUs, a fuel tank + space for HV battery in the floor. And definitely still a 12v battery to power all the electronics.

https://www.electrive.com/2022/09/02/porsche-twins-taycan-panamera-evs-to-charge-into-new-era/

 

[jk981]

***This is a 6 year old image with an uncorroborated caption added. ***

 

[Mr.Smith]

I think you misunderstand what "shared" meant here. Shared means a bespoke BEV platform shared between the Panamera and the Taycan.

I don't think the current (2024-) Panamera will have anything to do with it whatsoever. In the same way that the new Cayenne Electric has absolutely nothing to do with the ICE Cayenne.

So what is meant here probably is that they are making a completely new platform to power the next gen Panamera BEV and Taycan BEV.

As to how competitive it will be - time will tell. Remember, the Taycan is basically a 7 year old platform at this point.
However, the battery is not really 7 years old and the motors aren't either. Those are state of the art for VAG, and BMW is ahead on that, I am sure MB will be too.

Do you think Axial Flux motors are the future for performance EVs?

 

[chun]

https://www.electrive.com/2022/09/02/porsche-twins-taycan-panamera-evs-to-charge-into-new-era/

That's speculations, but sure, we will see. The article is based on an autocar speculation article, from 2022. The updated panamera mentioned in there has since released, with active ride... and not as an EV.

The image is also wrong, those are drive trains porsche will be offering, not panameras.

Based on official presentation, there is no Panamera EV planned. And that is from 3 months ago, not 4 years ago.
https://investorrelations.porsche.c...025/other/2025-11-21-PAG_Icons-of-Porsche.pdf

Mid term plans until 2030:

In fact not even the new K SUV, that was supposed to be the first car on the new SSP platform is an EV anymore, and not on the SSP platform anymore. It's just ICE and Hybrid, and renamed to "prestige"

So if the rumors of shared platform are true, then it's not a BEV platform, based on factual info we have.
And a taycan thrown on top of an ICE platform would be inferior to everything else on the market at that price point at that point in time.

 

[MissionE]

That's speculations, but sure, we will see. The article is based on an autocar speculation article, from 2022. The updated panamera mentioned in there has since released, with active ride... and not as an EV.

The image is also wrong, those are drive trains porsche will be offering, not panameras.

Based on official presentation, there is no Panamera EV planned. And that is from 3 months ago, not 4 years ago.
https://investorrelations.porsche.c...025/other/2025-11-21-PAG_Icons-of-Porsche.pdf

Mid term plans until 2030:

In fact not even the new K SUV, that was supposed to be the first car on the new SSP platform is an EV anymore, and not on the SSP platform anymore. It's just ICE and Hybrid, and renamed to "prestige"

So if the rumors of shared platform are true, then it's not a BEV platform, based on factual info we have.
And a taycan thrown on top of an ICE platform would be inferior to everything else on the market at that price point at that point in time.

The still was directly from the latest Panamera launch.

 

[feye]

Late 2027 means not even early 2030. Porsche is lost in transition!

 

[Bognar67]

https://www.electrive.com/2022/09/02/porsche-twins-taycan-panamera-evs-to-charge-into-new-era/

In 2022 Porsche sold 40k+ Taycans, now 15k. That time profit was on historical highs now historical lows. ICE was banned by 2035, now opened. Added with the Boxster/Cayman reverse engineering story since then. Those plans are rubbished long time ago. They definitely turning back to ICE, the only BEV car will be the Taycan on a shared platform with an ICE Panamera that is not so good news as @chun described above. Personally I would not be surprised if Porsche will make another step forward and kill out the Taycan if sales goes under 10k per year in the coming years.

 

[chun]

The still was directly from the latest Panamera launch.

It’s irrelevant anyway what they said 4 years ago about a car that has since launched, as we have concrete investor info from 3 months ago with plans outlined until 2030

Nowhere is an EV panamera planned. And they would have mentioned it, as the investors that think turning away from EV is bad would have been kept quiet. Not to mention that it would have ment extra funds from Germany and EU and extra contributions to the reduction of pollution, allowing them to build more ICE.

Absolutely 0 reasons to keep quiet about it.

A company looking to further invest into EVs and EV platforms wouldn’t have cancelled their new luxury EV SUV on their brand new platform halfway through development.

 

[Bognar67]

EU car factories will make more and more ICE behind the curtains of the magical word 'hybrid' (mild-hybrid, full hybrid, t-hybrid, k-e-x-y-z whatever kind of hybrid) otherwise this EU industry collapses under the pressure of Asian BEVs.
The world is still very interested in ICE from traditional EU auto makers (especially in the sport and luxury segments) but definitely not for BEV.
EU factories are turning back to ICE now faster than a blink of an eye.

 

[f1eng]

EU car factories will make more and more ICE behind the curtains of the magical word 'hybrid' (mild-hybrid, full hybrid, t-hybrid, k-e-x-y-z whatever kind of hybrid) otherwise this EU industry collapses under the pressure of Asian BEVs.
The world is still very interested in ICE from traditional EU auto makers (especially in the sport and luxury segments) but definitely not for BEV.
EU factories are turning back to ICE now faster than a blink of an eye.

It is a stupid decision driven by propaganda and misinformation and thinking they can get away with limiting investment IMO.

An electric motor is superior to a piston engine in every objective way and whilst I don't think there will be a battery "revolution" any time soon (it took 100 years to get from Ferdinand Porsche's first EV design to the Taycan) it has accelerated in the last 5 or 10 years and that is the weakest technical link in an EV.

I am surprised at VW group if this is true (though Porsche going public did probably screw its future) because they thrived by investing in new engineering (Golf replacing the Beetle) when most of the UK and Detroit kept trying to push outdated technology and went bust, the Chinese are the people "doing a VW" at present.

 

[prj]

ICE was banned by 2035, now opened.

You got really suckered by the politicians. Nothing is "opened". 90% ICE ban is still an effective ICE Ban. Maybe the GT3 RS will stay petrol, probably everything else will disappear.
The only way the 10% can be achieved is by using certain steels and bla bla to offset the carbon footprint.
All the auto manufacturers released press releases saying this is basically irrelevant and changes nothing. You can't do any meaningful RnD for 10%.

It’s irrelevant anyway what they said 4 years ago about a car that has since launched, as we have concrete investor info from 3 months ago with plans outlined until 2030

Is that the same investor info that said they are planning for double digit margins in 2026? It was complete bullshit and I called it. Shorted 6 digits of the stock

Just yesterday they finally admitted that it's not even close to double digits and the stock dumped hard. I imagine it will drop even lower closer to the earnings release. Took some profits though

 

[Bognar67]

You got really suckered by the politicians. Nothing is "opened". 90% ICE ban is still an effective ICE Ban. Maybe the GT3 RS will stay petrol, probably everything else will disappear.
The only way the 10% can be achieved is by using certain steels and bla bla to offset the carbon footprint.
All the auto manufacturers released press releases saying this is basically irrelevant and changes nothing. You can't do any meaningful RnD for 10%.

Couple of moths ago ICE ban was 100% by 2035. 90% can be changed as fast as 100 to 90.

EU will need to decide - rather sooner than later - either to sink its full auto industry or let them make ICE longer. If no demand (on profitable scale) for EU produced BEVs, I can't see other solutions.

Note: I have no idea how about politicians I do not follow them.

 

[chun]

You got really suckered by the politicians. Nothing is "opened". 90% ICE ban is still an effective ICE Ban. Maybe the GT3 RS will stay petrol, probably everything else will disappear.
The only way the 10% can be achieved is by using certain steels and bla bla to offset the carbon footprint.
All the auto manufacturers released press releases saying this is basically irrelevant and changes nothing. You can't do any meaningful RnD for 10%.


Is that the same investor info that said they are planning for double digit margins in 2026? It was complete bullshit and I called it. Shorted 6 digits of the stock

Just yesterday they finally admitted that it's not even close to double digits and the stock dumped hard. I imagine it will drop even lower closer to the earnings release. Took some profits though

All I am saying is that based on info we have, there will be no panamera EV, and in my opinion, a taycan that shares platform with an ICE panamera will be a shit EV.

For now, panamera EV existing by 2030 is just speculation. There is no credible source, info or mules or anything to indicate that it’s a real thing.

But so is the assumption that they will share a platform, also speculation.

This is a nothing burger of a thread

 

[prj]

This is a nothing burger of a thread

Amen.

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