Not sure comparing anything to 2020, in terms of the economy, is all that useful. What was the average number of 911s being sold 2017-2019?

 

Please look it up and report back to us. Thinking 911 in particular, pretty steady production levels. Trust but verify.

 

Absolutely, way too much false/mis-information floating around….

You Da Man!

 

My SA tried to spin available allocations similar to Nick's video. I mentioned Porsche's sales number over 21 has been similar to 20 and he kind of got caught on his words. Then he tried to spin it saying GTS allocations will be extremely "limited" versus base or C2S allocations... OK sure...

 

^ Exactly, dealerships saying whatever they can to make more profits.

 

anecdotally when I wasn't quite ready to order a targa last year it took me a couple of months to have 2 allocations offered to me. Now that I'm ready to order I'm "on the list" at multiple dealers and have been waiting for 3.5 months so far. I think its safe to say that allocations are tougher to come by this year. Whether thats due to lack of allocations, or increase in demand, I haven't paid close enough attention to figure out.

 

Proof is in the pudding...demand is clearly high as production numbers aren't too off from last year.

 

Here are the totals sales for 2018 and 2019. You can clearly see sales for 2021 are on course to nearly matching sales in those years.

https://newsroom.porsche.com/en_US/c...-01032020.html

There is no shortage of 911s, but there is a surplus of folks willing to pay way too much for a 911 these days.

 

I heard from my SA today and my allocation for a Targa 4 GTS was just confirmed. I have a build lock date of 12/16 and March delivery. Put down a sizable deposit this past July and was # 4 on the list. I know of at least six others still waiting behind me at my dealer so if you're new to the game could be a long wait but hard to know for sure.

 

From the Porsche newsroom links in this thread above, it does in fact seem like production is down.

This shows 2018, 2019 December and "YTD" sales those years. Being Dec, Assume those "YTD" number amount to annual
https://newsroom.porsche.com/en_US/c...-01032020.html

This shows 2020, 2021 July-Sept quarter. Take that and 4x it should estimate annual
https://newsroom.porsche.com/en_US/2...021-25948.html

2018 911 ("Annual"): 9647
2019 911 ("Annual"): 9265
2020 911 ("Annual extrap"): 6268
2021 911 ("Annual extrap"): 6484

 

I think your math wrong.

Full 2021 yearly sales are looking to be around 8700.

 

This is complete nonsense. If PCNA had that much of a supply problem they would not publicly disclose it to Nick Murray or individual dealerships.

 

I like to compare this to the watch market at times. the production of patek, Lange and rolex are steady yet 4-5 years ago you could go to a dealer and actually see a few , try on a few and buy one, and now days you have to either know someone or be ready to pay double the price for one. I just sincerely hope that the 911 doesn't continue in this insane direction for the years to come.

 

Nick Murray notwithstanding, cars are not rolling off the production line to dealers. You only have to visit a dealer of ANY make to determine there are less cars available. I have an order and deposit for a C2S since since May and I'm "close" to an allocation. The dealer once had more than a few new 911's in stock, now there are none. I'm sure preferred customers (those that buy a new Porsche every year or so) have head of the line privileges and that's fine, but even they are waiting ... even those of us with an build, deposit, and cash ready and waiting.

 

It is interesting to see quarter sales number being stable and there is no production dip in 2021; but people can't get a new car allocation without ADM, and even with ADM, the waiting time can be unknown; and this applies to all 911s from a plain Carrera to GT cars.

So, if everything above is true, it means Porsche is making as many 911 as they used to, and as many as they could, but still can't meet the demand by a large margin. It is just the fact that demand has exceeded supply during/after pandemic. Am I missing anything?