You think the supply chain issues were within Porsche’s control and they just did a poor job managing them? And you lack confidence in the management team leading the second most profitable car company on the planet?
I assume you are referring to the VW group not Porsche as there are many car companies with more profit than Porsche. What I am saying is there are ways to mitigate the effect supply chain issues have and after over a year they should have a better handle on these issues. A tell tale sign is not being able to deliver cars because you don't have 12V batteries. How much more would their profit be if they could deliver all the cars people are waiting months or more to receive?
That’s like saying the Ukrainians are doing a poor job managing the power grid in Kyiv at the moment.
Haha, you're doing exactly what he wants: spreading the word.
While you make a great point here, however your analogy is not quite the same. Ukraine made much of the harnesses for German OEM's. I have not heard of cars sitting awaiting harnesses. I read on this forum that there are 12V battery and chip shortages. Interestingly, I don't hear 12V battery shortages for other OEM's, but perhaps I am not up to speed.
That’s like saying the Ukrainians are doing a poor job managing the power grid in Kyiv at the moment.
It’s not that the specific content is false, factually yes there is a decline in deliveries in 2022 due to supply chain and other issues (FYI most recently it’s because the factory that produced the Taycan-specific 12V battery burned down). But its the implications and tone of his videos that I take issue with. By the title alone, an uninformed viewer would think there is some sort of disaster that demand has significantly dropped, and Porsche won’t be viable long-term in the EV game. IE it’s clickbait - trying to make issues or events seem much more impactful than they are. The specific numbers he is referencing aren’t false, but what he is trying to imply is misleading at best
My understanding: The Taycan uses a relatively unusual sized 12-volt battery that was manufactured by A123 Systems in Czech Republic, where they had a fire which impacted (halted?) production.
The internet is awash with chancers trying to lure people in to generating them revenue by giving them attention. 5 minutes watching one of his previous videos was enough to convince me that this guy is one of them. He is not a credible source of information, I feel no obligation to spend any of my time debating his content. I'm happy with the risk of missing anything useful he might have to say.
The electric viking apparently has a short circuit in his little viking brain. Or perhaps he has just been too busy raping, pillaging and plundering to notice that there are global supply chain problems that are nowhere near resolved.
The truth is we don't know. It seems that Porsche was beset, during 2022, by supply issues of several different components. Even leaving aside the harnesses (Ukraine), they've had (rumored) shortages in: plain-vanilla audio equipment, 12V batteries, roof dimmer (newly-introduced feature), and even plain roof bars. That reeks of single-supplier/high-risk dependencies, which do not seem to have affected competitors like MB or BMW, and would indeed be a management issue. The fact that they remain highly profitable does not imply their management is flawless, just that the product remains desirable.
Several who have refuted the content made the point, but perhaps too subtly. It's not that the data is incorrect, it's that it doesn't support the conclusion. Quite simple, really.
I'm pretty sure the 12V battery Taycan is using is a custom design, so cannot compare with other OEM's. IIRC there was a fire that affected that factory.
Every company has some problems. The guy from this video however is the one that makes mountains out of mole hills. Not long ago he had a video implying up to 60% of Taycans produced have experienced battery fires which were all skillfully covered up by Porsche. The issues you mention are valid issues, but do not imply "world of hurt". Tesla does a lot of stupid things, for example they removed ultrasonic sensors from cars currently being delivered, but the software to replace their functionality for park assist and other functions is not yet ready to deploy. When I bought one of my Teslas, they did exact the same thing and the functionality parity did not come until 3 years later, with ANY of the removed functionality not available for 11 months (automatic headlights and rain-sensing wipers took that long to come back after 2016 removal of light and rain sensors). And yet for the 7 years since then Tesla kept on making more and more sales (and many more customer frustrating decisions, I invite you to read TMC forum if you're interested).
