bwhale

I've been waiting on a 911 GTS for about a year and am apparently next on the allocation list at my dealer (I'm equally skeptical as you about being #1 on the list, but let's just assume it's true). However, with the Dakar being based off of a GTS, is that going to cannibalize GTS production in 2023?

woobiee

I don't think so. 992 Dakar is limited to 2500 units and is a highly specialized product.

reddysum

https://www.autonews.com/nada-show/p...l-remain-tight

I think the Dakar numbers were accounted for. Now that Porsche is publicly traded it's all about profits so I think you are in luck. See above article.

shrimp money

The GTS is just an S with 30 more HP.

bwhale

https://newsroom.porsche.com/en/2022...ide-27003.html

So Porsche delivered 38k 911s in fiscal 2021 (see above), and assuming they are making 40k/year now, then 2500 Dakars would be approx 6% of production. No idea what the breakdown is by model line (base/T/S/GTS/Turbo/GT cars etc), but am guessing GTS was prob 5-10% of production. The components used to build a GTS seem to be off-the-shelf from both S and Turbo lines, but lord knows what that supply chain looks like. Given Porsche's 992 production saga, it seems reasonable that they are going to have to reduce GTS allocations to accommodate GTS-derived Dakar, but am interested if anyone would have anecdotal story from previous limited-edition production runs or heard something from dealer/PCNA/supplier etc etc

shrimp money

How is it suddenly 38k 911s? Hasn't it been around 11k a year?

Nevermind, I'm thinking 11k for US market.

detansinn

Uh, Porsche has been all about profits since the introduction of the 996. Then the Cayenne SUV saved the company. The Macan has printed money ever since it's introduction.

I find it utterly bizarre how some people equate Porsche going public with somehow changing the priorities of the company. Porsche has been consistently one of the most profitable high volume manufacturers. They also engineer their low depreciation by keeping supply tight of desirable models. It's a business, and a very well run one at that.

With the exception of one particular manufacturer of EV sh#$boxes, the overwhelming majority of manufacturers don't engage in knee jerk stock price nonsense.

detansinn

As much as Porsche likes to say that no more than two are the same in a model year, they make a zillion of these things. The 911 may be highly personalized and feel special to us, but the reality is that they're a volume production car. That doesn't make us love them any less.

detansinn

To be clear, the Carrera GTS is not a rare trim level. The rarest Carrera is consistently the Carrera 4.

In a given model year, the GTS represents a significant slice of the Carrera production and the trim also happens to deliver the best margins for Porsche. A GTS allocation is hard to get, because the demand is so high with buyers being barraged with thousands of reviews calling these cars "the sweet spot" for months. This is by design.

reddysum

I agree that everyone is in this business make money and that they were already one of the most profitable high volume automakers, but when you are publicly traded there is even more pressure to perform and the same reason Ferrari is successful as publicly traded company. Stock has doubled in the last five years.

bwhale

those reviews aren't wrong....

blackland

There are only so many slots on production lines, Porsche only seems to do special limited production cars now, they are probably a better revenue stream than regular P cars. They will do this more than produce regular P cars going forward. It will never go back to the old ways because this makes more money.

Wilder

Same priorities, different objectives. In the late 90's Porsche needed profit to survive. In the late 00's it needed profit to fuel growth. Since Blume took over in the mid 10's, it's about squeezing every penny out of brand equity on behalf of shareholders. Blume is a brilliant business man, but Porsche passion does not run through his veins.

ipse dixit

To answer the OP's question.

NO.

Dakar is not "cannibalizing" GTS production.

Dakar production was baked in long before it had any chance cannibalize any regular 911 production model.

Now, the chip shortage .... that's a different story.

Izzone

I was in the factory last week

tour guide said the max number of cars they can produce on that line is 325 a day

that’s 911 / cayman / boxer…..worldwide

the have a factory output problem, more demand than the line can make

also told pts is closed, due to Dakar…saw a few Dakar there…neat car but not my style