992.2 delayed.
Thread Starter
Racer
Joined: Apr 2018
Posts: 324
Likes: 225
From: Southeast
992.2 delayed.
Hearing whispers in the wind, be prepared to hear it in the news at some point.
Don't know of the reasons, only that the unveil will be delayed most likely to early next year.
Thought I'd give you guys a sneak bit of info.
I don't know anything else about the 911 for sure.
You can trust this or not, if I get more info that I'm able to share I will.
Don't know of the reasons, only that the unveil will be delayed most likely to early next year.
Thought I'd give you guys a sneak bit of info.
I don't know anything else about the 911 for sure.
You can trust this or not, if I get more info that I'm able to share I will.
Instructor
Joined: Nov 2023
Posts: 205
Likes: 136
I wouldn't be surprised by the 992.2 delay.
992.1 is selling quite well as of now, and there is no big fall in demand. VW's goal will be to produce more than 50K 911 units this year and meeting the demand at highest price points possible.
By prematurely moving towards 992.2, VW would only compress its profit margins by spending new Euros for retooling Zuffenhausen. There is no direct competition to 911 models in the world today. There is no urgency to change 911 designs.
By stretching the facelift cycle, VW gets to hold the fort in profitability while figuring out how to dig itself out of the total failures of ID.4, Taos, Atlas, and other models that consumers have shunned in Red China and the US. Personally, I think VW will fail to dig itself out of the hole, and 911 profits won't be enough to save VW in the sea of total market share collapse of VW in China, and continued market share grab failures in North America.
In any case, Porsche is safe still, even if VW collapses.
992.1 is selling quite well as of now, and there is no big fall in demand. VW's goal will be to produce more than 50K 911 units this year and meeting the demand at highest price points possible.
By prematurely moving towards 992.2, VW would only compress its profit margins by spending new Euros for retooling Zuffenhausen. There is no direct competition to 911 models in the world today. There is no urgency to change 911 designs.
By stretching the facelift cycle, VW gets to hold the fort in profitability while figuring out how to dig itself out of the total failures of ID.4, Taos, Atlas, and other models that consumers have shunned in Red China and the US. Personally, I think VW will fail to dig itself out of the hole, and 911 profits won't be enough to save VW in the sea of total market share collapse of VW in China, and continued market share grab failures in North America.
In any case, Porsche is safe still, even if VW collapses.
Last edited by double-o-seven; Jan 22, 2024 at 08:45 PM.
Drifting
Joined: Sep 2018
Posts: 2,077
Likes: 1,593
Hearing whispers in the wind, be prepared to hear it in the news at some point.
Don't know of the reasons, only that the unveil will be delayed most likely to early next year.
Thought I'd give you guys a sneak bit of info.
I don't know anything else about the 911 for sure.
You can trust this or not, if I get more info that I'm able to share I will.
Don't know of the reasons, only that the unveil will be delayed most likely to early next year.
Thought I'd give you guys a sneak bit of info.
I don't know anything else about the 911 for sure.
You can trust this or not, if I get more info that I'm able to share I will.
I know others have been in the buy or wait thought process. I'm glad I took the 24 allocation and am already enjoying the car so I"m not hanging on every bit of news like this like I did with some prior cars I bought.
Three Wheelin'
Joined: Feb 2016
Posts: 1,568
Likes: 1,019
The longer they stretch this out the 992 generation, the less likely it is that we ever see a "994" generation. If this is true, I think there will be a "992.3" and that will be the end of the ICE 992 models.
Instructor
Joined: Nov 2023
Posts: 205
Likes: 136
Mazda has a similar strategy with its MX-5 ND generation. It will stretch out as long as possible, and won't make a new model ("NE") in ICE form.
I think it makes sense for VW to instruct its Porsche subordinates to forgo the 994 generation entirely. VW prides itself in cost cutting at all costs (i.e. Jetta's plastic interiors), and obviously, skipping the 994 ICE generation entirely is a low-hanging fruit for holding VW's profitability.
I think it makes sense for VW to instruct its Porsche subordinates to forgo the 994 generation entirely. VW prides itself in cost cutting at all costs (i.e. Jetta's plastic interiors), and obviously, skipping the 994 ICE generation entirely is a low-hanging fruit for holding VW's profitability.
Last edited by double-o-seven; Jan 22, 2024 at 09:11 PM.
Racer
Joined: Sep 2022
Posts: 319
Likes: 196
I wouldn't be surprised by the 992.2 delay.
By prematurely moving towards 992.2, VW would only compress its profit margins by spending new Euros for retooling Zuffenhausen. There is no direct competition to 911 models in the world today. There is no urgency to change 911 designs.
In any case, Porsche is safe still, even if VW collapses.
By prematurely moving towards 992.2, VW would only compress its profit margins by spending new Euros for retooling Zuffenhausen. There is no direct competition to 911 models in the world today. There is no urgency to change 911 designs.
In any case, Porsche is safe still, even if VW collapses.
Instructor
Joined: Nov 2023
Posts: 205
Likes: 136
It depends on the level of change in the facelift, but at a minimum, introducing the hybrid models in the production line will require different logistical flow and process for assembly. Also, by virtue of making changes for the facelift in the assembly line, VW loses money for several weeks or more.
In addition, it will take a while (many months or more) until reaching full efficiency and peak production volumes from the assembly line after such changes, which is also additional loss of profit for Volkswagen, compared to increasing production volumes of 992.1 for another year.
I think the production volume of 992.1 may reach 60K+ this year. They will use extra shifts, if necessary, at Zuffenhausen. Increasing production volume of the existing 992.1 from the assembly line (with little to no change) is VW's low-hanging fruit to offset the ID.3/4 disaster and BYD eating VW's lunch in Red China.
In addition, it will take a while (many months or more) until reaching full efficiency and peak production volumes from the assembly line after such changes, which is also additional loss of profit for Volkswagen, compared to increasing production volumes of 992.1 for another year.
I think the production volume of 992.1 may reach 60K+ this year. They will use extra shifts, if necessary, at Zuffenhausen. Increasing production volume of the existing 992.1 from the assembly line (with little to no change) is VW's low-hanging fruit to offset the ID.3/4 disaster and BYD eating VW's lunch in Red China.
Last edited by double-o-seven; Jan 22, 2024 at 09:49 PM.
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Burning Brakes
Joined: Oct 2023
Posts: 1,125
Likes: 834
From: West Coast
There seems to be big things happening in the battery world. It could be they are holding out for the next gen battery tech for the hybrid. VAG is currently field testing Quantumscape's solid state batteries and Lambo is getting some crazy new MIT cells.
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Thread Starter
Racer
Joined: Apr 2018
Posts: 324
Likes: 225
From: Southeast
Pure speculation, but I believe the delay is emissions related.
Cayenne E-hybrids are getting stuck in port, and I'm sure the Panamera hybrids will be stuck as well.
Last thing you want is the pride and joy getting stuck for several months.
I wish I had more information.
Cayenne E-hybrids are getting stuck in port, and I'm sure the Panamera hybrids will be stuck as well.
Last thing you want is the pride and joy getting stuck for several months.
I wish I had more information.
Racer
Joined: Feb 2021
Posts: 288
Likes: 230
From: Northwest OH
I wouldn't be surprised by the 992.2 delay.
992.1 is selling quite well as of now, and there is no big fall in demand. VW's goal will be to produce more than 50K 911 units this year and meeting the demand at highest price points possible.
By prematurely moving towards 992.2, VW would only compress its profit margins by spending new Euros for retooling Zuffenhausen. There is no direct competition to 911 models in the world today. There is no urgency to change 911 designs.
By stretching the facelift cycle, VW gets to hold the fort in profitability while figuring out how to dig itself out of the total failures of ID.4, Taos, Atlas, and other models that consumers have shunned in Red China and the US. Personally, I think VW will fail to dig itself out of the hole, and 911 profits won't be enough to save VW in the sea of total market share collapse of VW in China, and continued market share grab failures in North America.
In any case, Porsche is safe still, even if VW collapses.
992.1 is selling quite well as of now, and there is no big fall in demand. VW's goal will be to produce more than 50K 911 units this year and meeting the demand at highest price points possible.
By prematurely moving towards 992.2, VW would only compress its profit margins by spending new Euros for retooling Zuffenhausen. There is no direct competition to 911 models in the world today. There is no urgency to change 911 designs.
By stretching the facelift cycle, VW gets to hold the fort in profitability while figuring out how to dig itself out of the total failures of ID.4, Taos, Atlas, and other models that consumers have shunned in Red China and the US. Personally, I think VW will fail to dig itself out of the hole, and 911 profits won't be enough to save VW in the sea of total market share collapse of VW in China, and continued market share grab failures in North America.
In any case, Porsche is safe still, even if VW collapses.
Instructor
Joined: Dec 2023
Posts: 102
Likes: 74
Mazda has a similar strategy with its MX-5 ND generation. It will stretch out as long as possible, and won't make a new model ("NE") in ICE form.
I think it makes sense for VW to instruct its Porsche subordinates to forgo the 994 generation entirely. VW prides itself in cost cutting at all costs (i.e. Jetta's plastic interiors), and obviously, skipping the 994 ICE generation entirely is a low-hanging fruit for holding VW's profitability.
I think it makes sense for VW to instruct its Porsche subordinates to forgo the 994 generation entirely. VW prides itself in cost cutting at all costs (i.e. Jetta's plastic interiors), and obviously, skipping the 994 ICE generation entirely is a low-hanging fruit for holding VW's profitability.
Instructor
Joined: Oct 2016
Posts: 126
Likes: 81
From: Long Island, NY
[
Who is doing the whispering?
Hearing whispers in the wind, be prepared to hear it in the news at some point.
Don't know of the reasons, only that the unveil will be delayed most likely to early next year.
Thought I'd give you guys a sneak bit of info.
I don't know anything else about the 911 for sure.
You can trust this or not, if I get more info that I'm able to share I will.
Don't know of the reasons, only that the unveil will be delayed most likely to early next year.
Thought I'd give you guys a sneak bit of info.
I don't know anything else about the 911 for sure.
You can trust this or not, if I get more info that I'm able to share I will.