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718 GTS 4.0/GT4/GT4RS/Spyder/25th Anniversary Discussions about the 718 version of the GT4RS, GTS 4.0, GT4, Spyder and 25th Anniversary Boxster
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Old 08-24-2022, 03:51 PM
  #7066  
168glhs1986
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This has nothing to do with production span and everything to do with quantity made.

Also demand plays a role.

They built 1311 F40's, Is that Limited?

GT4 RS gonna be close to that number when all said and done yet with a much higher demand factor.

Point is, cars don't have to be numbered to be limited.

Last edited by 168glhs1986; 08-24-2022 at 03:53 PM.
Old 08-24-2022, 03:58 PM
  #7067  
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Originally Posted by 168glhs1986
This has nothing to do with production span and everything to do with quantity made.
I'd say production span and output are related. If I have 3 years instead of 2 for the model run, I will make more because I have the extra year.

We don't know which way they've calculated it. Whether they want to make 1500 cars and that takes 2 years with X monthly production allotment or they've said it we will leave it in the production plan for 2 years but will see how many we actually make because of various factors. I think they fall into the second approach because it's a dynamic situation with demand being a factor combined with product cycles and what else is needed to be produced on the line.

While I'm not an automotive manufacturer, from what I have seen of the Porsche factories, there are definitely limitations on production capacity.
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Old 08-24-2022, 04:05 PM
  #7068  
colnagoG60
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Originally Posted by 168glhs1986
This has nothing to do with production span and everything to do with quantity made.

Also demand plays a role.

They built 1311 F40's, Is that Limited?

GT4 RS gonna be close to that number when all said and done yet with a much higher demand factor.

Point is, cars don't have to be numbered to be limited.

That's less than the 4,000 "Numbered" ("Limited" if you want to call setting a fixed production amount) "20th Anniversary GTIs" that were made (I had #1140). Somebody thought it was worth putting up a registry for those numbers:

http://www.pharfruminsain.com/20ae/registryusa.aspx




Old 08-24-2022, 04:23 PM
  #7069  
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Originally Posted by 168glhs1986
Can we please stop saying 2022 plus GT cars aren't limited because that's just not true at all.

They are absolutely LIMITED they just aren't NUMBERED.

All semantics of course My defination of limited might be different than yours.

But when we are talking the possibility of 1500-2000 GT4 RS, I'd say that's LIMITED.

I suspect their original targets WW were in the 5k range. I suspect that will be cut by approx 20 % unless they push everything on the Cayman line back a year which seems possible at this point. 4k WW equals 1200 cars for North America.

Educated WAG
Old 08-24-2022, 06:09 PM
  #7070  
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@13:55, mentions loud, ear plugs, and headache…

But, top 5 car of all time.
Old 08-24-2022, 06:25 PM
  #7071  
matttheboatman
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Porsche has expertly position its' most expensive cars to be the ones to buy and own within a series. Because of higher prices and subsequently higher margins, I think they will expertly build as many GT4RS as they are able while still supplying less than the demand. How else do you explain the massive amount of marketing that the GT4RS garnered in terms of time, effort, and money? No way they did all the development and marketing of the GT4RS for 1,200 cars in the US for 3 model years. That is way low IMO. My WAG would more like 3x that number - 4,500.

I think when it is all said and done, before they go electric, Porsche will have increased the average selling price for a car in the Cayman series to almost double in 10 years, and same for 911 series. More people buying the top spec than the entry level spec and that is a heck of a product / marketing accomplishment. They will ring the register and build more, many more... but assuredly not as many as people will want to buy!

Last edited by matttheboatman; 08-24-2022 at 06:27 PM.
Old 08-24-2022, 07:11 PM
  #7072  
raymort
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Originally Posted by matttheboatman
Porsche has expertly position its' most expensive cars to be the ones to buy and own within a series. Because of higher prices and subsequently higher margins, I think they will expertly build as many GT4RS as they are able while still supplying less than the demand. How else do you explain the massive amount of marketing that the GT4RS garnered in terms of time, effort, and money? No way they did all the development and marketing of the GT4RS for 1,200 cars in the US for 3 model years. That is way low IMO. My WAG would more like 3x that number - 4,500.

I think when it is all said and done, before they go electric, Porsche will have increased the average selling price for a car in the Cayman series to almost double in 10 years, and same for 911 series. More people buying the top spec than the entry level spec and that is a heck of a product / marketing accomplishment. They will ring the register and build more, many more... but assuredly not as many as people will want to buy!
When they started planning and developing the 4RS, there was no Covid, no war, and no massive supply chain issues.

They haven't delivered a single 4RS to the US yet. The EV 718 starts up in 2024. Hard to see them producing 4500 in the next 18 months, especially when the gas is about to get shut off.

If they do, it seems there will be way more 4RSs than normal GT4s.
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Old 08-24-2022, 08:49 PM
  #7073  
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Originally Posted by raymort
When they started planning and developing the 4RS, there was no Covid, no war, and no massive supply chain issues.

They haven't delivered a single 4RS to the US yet. The EV 718 starts up in 2024. Hard to see them producing 4500 in the next 18 months, especially when the gas is about to get shut off.

If they do, it seems there will be way more 4RSs than normal GT4s.
4500 not going to happen. The dealer I got my allocation from initially had five and traded for an additional two allocations and they are one of the largest dealers in the US. I spoke with two other dealers in Tennessee and one dealer received one allocation and the other got two and that was a premier dealer. We have seen one round of allocations so far this year and probably will not see another. We would need a major push in production in 2023 and 2024 to achieve those numbers.
Old 08-24-2022, 08:50 PM
  #7074  
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Originally Posted by raymort
Hard to see them producing 4500 in the next 18 months, especially when the gas is about to get shut off.
So true, PAG never talked about how they're compensating or augmenting their usual 1 year production run rule with the current Ukraine war. It might be 2 years instead of 1 to make-up or it might only be 6 months additional. Nobody knows.

With 992 GT3 production going offline and 992 3RS production coming online, AP has said many times, we only have 1 production line at Zuffenhausen.

I expect there will be alot less allocations being dished out for 4RS and 3RS combined pushing up ADMs and Resale Values.
Old 08-24-2022, 09:00 PM
  #7075  
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Originally Posted by raymort
When they started planning and developing the 4RS, there was no Covid, no war, and no massive supply chain issues.

They haven't delivered a single 4RS to the US yet. The EV 718 starts up in 2024. Hard to see them producing 4500 in the next 18 months, especially when the gas is about to get shut off.

If they do, it seems there will be way more 4RSs than normal GT4s.
IIRC the actual cutoff date for MY24 production would be 07/24 per a German forum before new EU regulations will take affect.. So, another 6 month on top of your estimate.
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Old 08-24-2022, 09:03 PM
  #7076  
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I don’t understand the “make up for it thinking”

They have the 718 EV car coming that they have sunk way more money developing and will make a ton more profit on than the 4RS.

Production dates and timelines are set way in advance. If something causes an interruption today, you don’t let it domino your plans.

You take the hit and continue forward with the plan, especially with a German company.

The last CEO was fired because the Macan EV wasn’t ready. Do you really think the new CEO is going to miss the 2024 date for the Cayman EV??

Plus, look at the 3RS reveal. That car wasn’t ready, but PAG said release it.

4500 in the US? That would be ~45/dealer??

I don’t see 800 after it shuts down.
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Old 08-24-2022, 09:14 PM
  #7077  
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Originally Posted by bchaincollector
4500 not going to happen. The dealer I got my allocation from initially had five and traded for an additional two allocations and they are one of the largest dealers in the US. I spoke with two other dealers in Tennessee and one dealer received one allocation and the other got two and that was a premier dealer. We have seen one round of allocations so far this year and probably will not see another. We would need a major push in production in 2023 and 2024 to achieve those numbers.
I'm calling bull****, your dealer did not get 5 initial allocations.
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Old 08-24-2022, 09:29 PM
  #7078  
matttheboatman
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Originally Posted by raymort
I don’t understand the “make up for it thinking”

They have the 718 EV car coming that they have sunk way more money developing and will make a ton more profit on than the 4RS.

Production dates and timelines are set way in advance. If something causes an interruption today, you don’t let it domino your plans.

You take the hit and continue forward with the plan, especially with a German company.

The last CEO was fired because the Macan EV wasn’t ready. Do you really think the new CEO is going to miss the 2024 date for the Cayman EV??

Plus, look at the 3RS reveal. That car wasn’t ready, but PAG said release it.

4500 in the US? That would be ~45/dealer??

I don’t see 800 after it shuts down.
In the 2 year model run of the 911.2 GT3RS this post shows there were 3,187 of them delivered to US/CA. How many is that per dealer per year average? 15. If same for 4RS that would be 4,500 ish.
Could shortages cut it short? Absolutely. Porsche did announce they were going to be building some cars in the Osnabruch, don't know which models that includes but certainly to relieve production stress from Zuffenhausen.

CORRECTION: My post referenced GT3s not RSs, so my basis is incorrect.

Last edited by matttheboatman; 08-25-2022 at 07:43 AM.
Old 08-24-2022, 09:39 PM
  #7079  
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What post # shows anything close to 3k plus delivered to the US? Btw, forget CA.

looks like 1700+.

and that was before war, Covid, no gas, renovations to the factory so there is only one QC line, etc.

seriously dreaming that we see 4500 4RS cars here.

there is still another 4+ Special 911s and the Spyder RS to be announced that need line space.
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Old 08-24-2022, 09:49 PM
  #7080  
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Originally Posted by raymort
I don’t understand the “make up for it thinking”

They have the 718 EV car coming that they have sunk way more money developing and will make a ton more profit on than the 4RS.

Production dates and timelines are set way in advance. If something causes an interruption today, you don’t let it domino your plans.

You take the hit and continue forward with the plan, especially with a German company.

The last CEO was fired because the Macan EV wasn’t ready. Do you really think the new CEO is going to miss the 2024 date for the Cayman EV??

Plus, look at the 3RS reveal. That car wasn’t ready, but PAG said release it.

4500 in the US? That would be ~45/dealer??

I don’t see 800 after it shuts down.
I thought there was almost 200 dealers in the US!

Originally Posted by raymort
What post # shows anything close to 3k plus delivered to the US? Btw, forget CA.

looks like 1700+.

and that was before war, Covid, no gas, renovations to the factory so there is only one QC line, etc.

seriously dreaming that we see 4500 4RS cars here.

there is still another 4+ Special 911s and the Spyder RS to be announced that need line space.
MTBM is a salesman. He makes his living with statements like that in his field.


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