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992.2 delayed.

Old Jan 22, 2024 | 08:35 PM
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Default 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.
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Old Jan 22, 2024 | 08:43 PM
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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.

Last edited by double-o-seven; Jan 22, 2024 at 08:45 PM.
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Old Jan 22, 2024 | 08:44 PM
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Originally Posted by MrOhnoez
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.
With how long we've been seeing mules for and the amount of new tech rumored to be in the car this isn't an absurdly unbelievable rumor. Sales also have remained super strong although seems to be slightly cooling off from the peak craziness now so I could see them even choosing to delay a bit.

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.
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Old Jan 22, 2024 | 09:02 PM
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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.
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Old Jan 22, 2024 | 09:10 PM
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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.

Last edited by double-o-seven; Jan 22, 2024 at 09:11 PM.
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Old Jan 22, 2024 | 09:30 PM
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Originally Posted by double-o-seven
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.
What kind of retooling do you refer to? Given this is a mid cycle refresh I wouldn’t expect a major change in the factory lines. Some new components and engines I guess.
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Old Jan 22, 2024 | 09:39 PM
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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.

Last edited by double-o-seven; Jan 22, 2024 at 09:49 PM.
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Old Jan 22, 2024 | 09:42 PM
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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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Old Jan 22, 2024 | 09:43 PM
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Porsche probably wants people to continue to get msrp and discount pricing on new 992.1. It’s purely an altruistic move.
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Old Jan 22, 2024 | 09:56 PM
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Not entirely surprising....all you guys who are delaying your 911 purchase waiting on the 992.2 should run and get the next available 992.1 allocation
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Old Jan 22, 2024 | 09:59 PM
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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.
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Old Jan 22, 2024 | 10:04 PM
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Originally Posted by double-o-seven
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.
VW collapse, compressed margins, Red China…..oh my! It’s just a car site, man. Ffs.
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Old Jan 23, 2024 | 06:33 AM
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At this rate, we will be down to one color on the 992.1. ..
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Old Jan 23, 2024 | 06:44 AM
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Originally Posted by double-o-seven
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.
you know the ceo of vw group is the ex ceo of Porsche right?

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Old Jan 23, 2024 | 06:54 AM
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[
Originally Posted by MrOhnoez
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.
Who is doing the whispering?
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