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What is your takeaway? That there's no real shortage?
That's my assumption, just increased demand for obvious economic reasons.
What's interesting is I feel like there were a lot of Taycan owners who were joyfully exclaiming that the car was going to outsell the 911 - but even if it did, it wasn't because buyers had an option to buy both. I saw a lot of Taycan collecting dust on lots and I think what occurred this year was 911's were in such high demand but when they were available, many turned to Taycan because it was available.
That's my assumption, just increased demand for obvious economic reasons.
What's interesting is I feel like there were a lot of Taycan owners who were joyfully exclaiming that the car was going to outsell the 911 - but even if it did, it wasn't because buyers had an option to buy both. I saw a lot of Taycan collecting dust on lots and I think what occurred this year was 911's were in such high demand but when they were available, many turned to Taycan because it was available.
Taycan is an important car for Porsche, and is selling better than I thought it would. I had a deposit on the Taycan for a couple years before it was released. I was underwhelmed with the actual shipping product, and couldn't stomach having an ev called "turbo". So I bailed on it. But all autos need an EV going into the next decade, and Porsche seems to be doing ok at it, though it's a far cry from Tesla, who delivered 300k+ in just q4.
Taycan is an important car for Porsche, and is selling better than I thought it would. I had a deposit on the Taycan for a couple years before it was released. I was underwhelmed with the actual shipping product, and couldn't stomach having an ev called "turbo". So I bailed on it. But all autos need an EV going into the next decade, and Porsche seems to be doing ok at it, though it's a far cry from Tesla, who delivered 300k+ in just q4.
I agree it's important but even as a relatively young guy at 37, I can't get behind the forcible mandate of EV's - consumers should dictate the market, not politicians that are chauffeured around (but that's another discussion).
I had a Taycan 4S loaner for a couple days and couldn't wait to get my 911 back. It's fun for a bit, but that luster wears off quickly. It's heavy and doesn't handle anywhere near a nimble 3,000lb 911. And the loaner I had was experiencing horrible screen freeze issues where I couldn't even use the HVAC or stereo the last day I had the car. Sorry, I'll keep my ICE cars as long as possible. I also wouldn't want to be the one left holding the bag on a 1st gen Taycan when better batteries are continually being released every few years. I know they are holding value well today, but that could change very quickly as the tech evolves.
2 friends with Taycans both already swapped back to 911s. I think its the best looking EV in market today by a country mile, and an awesome car, but you can't expect it to scratch the same itch as a 911.
The mandates are coming or here already, depending where you are, for better or worse. Taycan and it's ilk will make it possible for our ICE 911s to exist.
Frankly, I think the better tech is hybrid. Efficiency, power, range, all in one. But they are def more complex.
What is your takeaway? That there's no real shortage?
Sales figures - on their own - do not tell the tale at all. A shortage, by definition, occurs when demand exceeds supply. The fact that supply has increased does not answer the question as to whether there is a shortage. Look at the sales level of masks in 2020 vs 2019. If we use your logic, there was never a shortage of masks or other PPE since the sales skyrocketed.
Many who shopped for a 911 turned to the Taycan because it was available? Really? Not saying that its impossible, but doubtful that happened at any meaningful volume. Apples and oranges...
I don't like when many of these threads devolve into Porsche vs Tesla (queue the fanboy who supposedly owns a manual 992 and says Tesla is going to destroy the automotive world), but I don't think you can really compare Porsche Taycan sales to Tesla as a whole, either. Perhaps comparing the Model S to the Taycan, sure, but Porsche doesn't make a $50k EV last time I checked.
Interesting to see the numbers are up across the board with exception of the Cayenne. Appreciate you sharing, OP.
Many who shopped for a 911 turned to the Taycan because it was available? Really? Not saying that its impossible, but doubtful that happened at any meaningful volume. Apples and oranges...
I don't like when many of these threads devolve into Porsche vs Tesla (queue the fanboy who supposedly owns a manual 992 and says Tesla is going to destroy the automotive world), but I don't think you can really compare Porsche Taycan sales to Tesla as a whole, either. Perhaps comparing the Model S to the Taycan, sure, but Porsche doesn't make a $50k EV last time I checked.
Interesting to see the numbers are up across the board with exception of the Cayenne. Appreciate you sharing, OP.
I mean I thought about it for a second before I returned to my senses.
It's astonishing to see cayenne and macans carrying porsche so hard.
I think the money saved the last 2 years on refinancing, no vacation trips, increasing wages, no commuting expenses - have all contributed to the scarcity in high end watches and cars. But interesting to actually see the data that is was more demand driven than supply
Do we know how these sales are counted? If it’s purely based on deliveries / actual taking possession of car then I certainly believe it’s mainly a demand issue but on the other end of the spectrum if it’s just based on orders or something then I believe there is still a supply issue lurking in the background and the numbers just don’t reflect that yet. I have no clue which is true but obviously I do concede that increased demand is certainly a large part of why it’s almost impossible to get a brand new 911 (or pretty much any Porsche) in a short amount of time.
It is obvious that there is a lot of demand for these cars at the moment. The deliveries in 2021 were well in line with the previous 10 years, there are no cars sitting on dealer lots so they were delivered to customers. Any dealer who tries to claim they are getting less cars than before is just trying to perpetuate this myth of a supply shortage to justify their markups.
01-04-2022, 03:59 PM
Shortage of 911s? ...sales figures tell the tale.
