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I worked in this industry for many years and supply to demand is all over the map (usually follows a varying frequency sine wave pattern over time) and building semi fabs is extremely costly and time consuming...a lot of companies hesitant to make the 1B+ investment in fabs due to great possibility of an upcoming oversupply phase...it's a balancing act of course but near impossible to meet short term demand spikes if at capacity.
Are you then saying there is a demand spike now or is there a lull in supply? Whatever the case, how can one conclude demand hasn't been rising if inventories are essentially zeroed out and prices are rising? It's possible but at the same time how can you really evaluate whether there is demand not being met? Anecdotally it seems there are more buyers circling. Also, last fall normal inventory levels disappeared in almost a flash which at least suggests some rise in demand.
Are you then saying there is a demand spike now or is there a lull in supply? Whatever the case, how can one conclude demand hasn't been rising if inventories are essentially zeroed out and prices are rising? It's possible but at the same time how can you really evaluate whether there is demand not being met? Anecdotally it seems there are more buyers circling. Also, last fall normal inventory levels disappeared in almost a flash which at least suggests some rise in demand.
I'm talking specifically about semis...which are seeing a demand spike with a lot of people at home and using/buying electronic technology...and also electronic infrastructure having to be beefed up because of that...also automotive customers due to their volumes tend to get great pricing so when supply is tight suppliers may choose to sell to higher ASP customers further limiting supply to auto...I don't really know if Porsche is seeing a demand spike or if it is more supply chain driven limiting their capability to get cars out not to mention any production issues...probably a combo of all.
Yet the total of Macans and Cayennes remained fairly steady. I have no conclusions but certainly interesting.
Yeah, but if you lump Q4 altogether supply to US was up 6% across all models...might Porsche make more off Cayennes than 911s? I didn't think so which would make it weird they didn't shift some capacity there...
Yeah, but if you lump Q4 altogether supply to US was up 6% across all models...might Porsche make more off Cayennes than 911s? I didn't think so which would make it weird they didn't shift some capacity there...
SUV's are the most profitable vehicle for porsche!! It's the GT cars that make them the least, buts it's like a lost leader to get people to buy their SUV's.
SUV's are the most profitable vehicle for porsche!! It's the GT cars that make them the least, buts it's like a lost leader to get people to buy their SUV's.
SUV's are the most profitable vehicle for porsche!! It's the GT cars that make them the least, buts it's like a lost leader to get people to buy their SUV's.
If SUVs in fact more profitable than 911s that might explain lower 911 production...also these two vehicles are built at different plants...so it could be Porsche management chooses to have their Tier 1's build say more PCMs for Cayennes then 911s since semi supply is limited.
If SUVs in fact more profitable than 911s that might explain lower 911 production...also these two vehicles are built at different plants...so it could be Porsche management chooses to have their Tier 1's build say more PCMs for Cayennes then 911s since semi supply is limited.
The SUVs are more profitable overall because the development costs are amortized over hundreds of thousands of vehicles annually. The sports cars are on Porsche unique platforms/powertrains. If you remove the development costs, the 911 is more profitable since the prices are higher, and the buyers are more likely to purchase the high margin options...the development costs are already paid so it would benefit them to prioritize production of the 911 if there is a common part shortage.
The SUVs are more profitable overall because the development costs are amortized over hundreds of thousands of vehicles annually. The sports cars are on Porsche unique platforms/powertrains. If you remove the development costs, the 911 is more profitable since the prices are higher, and the buyers are more likely to purchase the high margin options...the development costs are already paid so it would benefit them to prioritize production of the 911 if there is a common part shortage.
Knowing per unit profit by model would be the tell all.
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SUV's are the most profitable vehicle for porsche!! It's the GT cars that make them the least, buts it's like a lost leader to get people to buy their SUV's.
Actually the 911 is Porsche most profitable car and has been one of the most profitable cars in the world by any make for years. In 2019 alone the 911 provided 30% of profits to the company but only accounted for 11% of Porsche sales across all models.
01-20-2021, 06:54 PM
