smk4565
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Everything posted by smk4565
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And yet with the lower price, the Corsair still has poor sales, really poor compared to the RDX and NX. And the Nautilus which is larger than the than all the cars on that list and also starts at $43k is a slow seller, headed to the grave.
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2016 was their peak, 2017 just 2000 cars less, as was 2015. Quite stable in the 370s for those 3 years. Tesla really got going with Model 3 and Y in 2018, so that probably hurt Mercedes, and then the pandemic years. Also look at their market share 2020 was their best year yet, 2021 their second best year. And dropping from 374k to 329k isn't as bad as a drop from 182k to 128k, Cadillac lost like 1/3 of their volume.
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There is supposed to be something electric but if a Mustang Mach-E is $45-65k range, the Edge is bigger, so do they price that more, or price it the same and just pull back on performance? Either way the Lincoln would be at least $10k more, so maybe $55-75k for a small-midsize crossover? The Nautilus is a bust at $45k, who wants to pay $65k for an electric Nautilus with a new name? People will walk right past that and go get a Tesla for the brand name. I am talking about both sales and critical reviews. If you ran up a comparison of the Escalade, Grand Wagoneer, Lexus LX, Navigator and the Infiniti QX80, the Navigator would finish 2nd to last in from any publication. And most publications would rate the unibody GLS, X7, and Range Rover higher, unless your primary use is towing and cargo hauling. The Corsair is fancy escape at the end of the day, put that against an Alfa Stelvio, Maserati Grecale, Porsche Macan, Genesis G70, X3, GLC, Q5 and that crew will stomp it in performance and Lexus beats it in comfort, reliability, resale, etc. It does take time, but you have to have best in class product for years to overcome the mess Lincoln is in. And they don't have best in class product now, they have terrible resale value, poor image and most buyers aren't even going to give them a look. They could have tried to go a green route and make all Lincolns hybrids as standard, maybe try to steal som thunder of Lexus, but they didn't do that. The brand just doesn't really stand for anything.
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This is Cadillac's problem, sales since 2013: It has basically been a steady decline, and 2021 was probably a record year for the Escalade, they sold over 40,000 of them (up 65%). The rest of the lineup outside of the Escalade is really performing poorly. Cadillac has a good ATP because the Escalade is 1/3rd of their sales. And at the rate they are going, they'll kill off CT4 and CT5 in a few years so sales will drop, ATP will go up. Although there is an XT3 crossover test mule driving around, yet to be seen what that is or what market it is for. Now that that full size SUV segment has Wagoneer/Grand Wagoner and a new Lexus Land Cruiser, plus a competitive Sequoia Hybrid, and a new Range Rover this year, that is a lot of new competition. If Cadillac sales keep dropping they are going to be flirting with the 100k line pretty soon.
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I don't think Cadillac is flying high either, but at least they have more than 4 and soon to be 3 products like Lincoln. Lincoln's problem is no one bought their sedans, and sedan market is shrinking, so they can't expand there, a sports car wouldn't really fit Lincoln's image, so they can't go there. Going above Navigator is like Cadillac going above Escalade, neither corporation understands that or could conceive selling a vehicle smaller than a Navigator at double the price of a Navigator. So Lincoln is kind of pigeon holed themselves into small, medium large SUV's and that's it. Hard to fix that or grow the brand, unless you make best in segment in all 3, and that isn't going to happen on Ford platforms with Ford powertrains.
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These guys know what they are doing, the Taycan whips the Panamera in sales, so I don't see why electric versions or electric equivalents of the Macan and Cayenne won't sell as well or better than the gas counter parts. I expect all their SUVs and 4-door cars will be EV by 2030, and they'll have a solid state battery 911 by then and that might be EV only then.
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Lincoln has better differentiation from the Ford counterparts now than they have in decades, so in that regard they are better. However I don't see much being done to gain brand recognition, they are down to a 4 vehicle line up and are killing the Nautilus next year, and the segments they do compete in they aren't even near the top.
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It will be interesting to see where it is in 2025 or 2030. If these investors and industry insiders are right, Tesla could outsell Ford or GM by 2030. The problem with most of the traditional OEM's as they are introducing EV's going into Tesla price territory and leaving their traditional price territory, aka a $50k Kia EV6. This I think is a danger for the legacy OEM's as they kill off their entry level cars and just focus on big SUVs, pick ups and and EV's that are expensive, they could price out some of their customer base. Meanwhile Tesla keeps expanding. But if the OEM's can get their EV's in order and beat Tesla on quality (shouldn't be hard to do) and on price, then maybe they can take them out.
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Tesla was #2 in profit per unit in 2021, just $14 behind Mercedes-Benz, plus with that market cap, Tesla seems like it will be hard to beat. Here is a video from Outline ranking the car makers in revenue and profits. https://www.youtube.com/watch?v=ZoF741Lw954
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Maybe they should push the Aviator into the $180k range like the GLS.
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Chevrolet News:All-Electric Chevrolet Equinox @$30,000 Starting Price
smk4565 replied to G. David Felt's topic in Chevrolet
Interior room isn’t going to be what makes or breaks the EV Equinox. What will break it is if it has an awful GM style interior that is all dark gray with cheap plastic everywhere or if they promise one price and come out with a much higher price. What will make it is if they deliver on their $30k price and have a visually appealing vehicle inside and out. All these other small crossover SUVs are like $50k, if GM can deliver they can kick all their asses on the sales chart. It’s simple math, the number of people that can afford a $500 a month car payment is a hell of a lot higher than the number that can afford $900 a month. -
Chevrolet News:All-Electric Chevrolet Equinox @$30,000 Starting Price
smk4565 replied to G. David Felt's topic in Chevrolet
They can remove the center console or have a hollowed out one with storage under it, like every other EV. -
Chevrolet News:All-Electric Chevrolet Equinox @$30,000 Starting Price
smk4565 replied to G. David Felt's topic in Chevrolet
I would assume if it is an Equinox then it would be similar exterior size, which would be in line with an iD4. If same size as the current Equinox then it would be similar size or maybe a little better inside, at least you'd get a flatter floor and can open up the center console since there is no transmission or drive axle. -
Chevrolet News:All-Electric Chevrolet Equinox @$30,000 Starting Price
smk4565 replied to G. David Felt's topic in Chevrolet
Not only can most people not afford an EV, most can't afford a new car when the average new car is $47k and interest rates are about to be going up, making those 6 year car loans more expensive also. If auto makers want to go EV, then you can't have a $50k small crossover that basically does nothing better than a $30k Rav4 other than it runs on electricity. I would agree that if GM delivers on this it pretty much is a game changer because $30k is basically the cost of a gas Equinox, it would undercut the iD4 by over $10k. Even if the Blazer is a 50 kWh battery to start and has 175 mile range, who cares, for most people that is enough and you can sell a 75 kWh battery with a 250 mile range as an option. Some of these EV's are selling customers more battery than they need, which just makes the vehicle heavier and more expensive. This thing isn't coming until Fall 2023 for the RS model, which means the cheap version won't be until 2024, a lot can happen in 2 years. We saw Tesla promise a $35k Model 3 (2 years out after they sold high end trims) then it never happened. So we'll see if Chevy can deliver here. And really Chevy should start with the low end version first (like how every ICE car puts out the base model first, I don't see them putting out the Zr1 Corvette first then 2 years later the base model shows up) so they don't get reputation of the Equinox being too expensive. If they start with a $60k RS model, people are going to think GM is nuts charging $60k for an Equinox and write this car off before it even gets going. -
The key is getting battery weight down. The Tesla single stamp is good for weight savings, assuming the same structural rigidity. The downside (to the consumer) is when those get hit in an accident and you have to replace a giant section of the car, the car is going to be totaled. But then Tesla gets to sell another car, so they won't care.
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The Mach-E is 4,920 lbs. These EV’s are heavy.
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VW News: ID. Buzz World Premiere, A Bulli for the 21st Century!
smk4565 replied to G. David Felt's topic in Volkswagen
I agree, it will probably cost over $50k, which is going to cut down the appeal. If you don't factor in the commercial vans, the minivan market is down to Pacifica/Voyager, Odyssey, Sienna and Carnival. 4 minivans compared to the hundreds of crossovers that you can pick from. -
VW News: ID. Buzz World Premiere, A Bulli for the 21st Century!
smk4565 replied to G. David Felt's topic in Volkswagen
Looks good and the Van life crowd will like it. It could do well since there aren't many vans on market, compared to how many crossovers there are. -
Chevrolet News:All-Electric Blazer SS Preview by Chevrolet
smk4565 replied to G. David Felt's topic in Chevrolet
GM has off road pick ups, although no Raptor or TRX competitor. But GM doesn't have anything like a Wrangler or Bronco. And I assume this Blazer SS will be like a Mustang Mach-E competitor, maybe larger since an Equinox EV would be the size of a Mach-E, but same idea, crossover that is fast in straight line, swoopy styling or sporty look. -
Chevrolet News:All-Electric Blazer SS Preview by Chevrolet
smk4565 replied to G. David Felt's topic in Chevrolet
The current Blazer sucks, so I hope they make this Blazer SS an off road oriented vehicle since they can't make Broncos, Wranglers and 4Runners fast enough. The market is in this off roaders, GM is missing out big time on this market with way too many Chevy/Buick/GMC mall cruiser crossovers that are all too similar to each other. I like GM using Equinox, Silverado, Blazer names for their EV's and not doing some sort of EV1, EV2, EV3, EV4, EV5 garbage like Kia (and yes I know GM made an EV1). Stick with established names, even if they are killing the Blazer name with bad product, they could still save it if this EV is good. -
Except an AMG CLA45 is faster around Virginia International Raceway than a Supra 3.0, ATS-V, Gulia Quadrafoglio, Panamera Turbo and Challenger Hellcat Widebody. (Tied with a C6 Z06) Although 20/29 mpg isn’t that good, the 48 volt I-6 Mercedes get around 22/30, but the CLA doesn’t have a mild hybrid system yet, the new C-class does, so we’ll have to see those mpg numbers, plus I think that dual clutch transmission on the CLA isn’t good on gas like the 9 speed torque converter automatic.
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The CT5 and XT5 have a 4-cylinder too, but if you mean a 6 cylinder CT5 is 4-cylinder E-class money, that's a valid comparison. But also the C43, GLC43, SL43, etc are getting a 390 hp 4-cylinder, the C63/E63 a 640 hp 4-cylinder hybrid, so you are going to get what used to be V8 power with high gas mileage, which given the likelihood of $5 a gallon gas, that is going to look appealing.