Prve dobave

[warpedone]

Neprijetno branje ...
https://www.reddit.com/r/teslainvestors ... tion_from/

[lovec1990]

^^ Warped one počasi že mene zanima zakaj so šli sploh izdelovat ID.3 in niso samo eGolfa naredili na osnovi Golfa mk8 z tremi opcijam baterije, ker trenutni eGolf je dober samo domet ga tepe

[alfy]

^^ Warped one počasi že mene zanima zakaj so šli sploh izdelovat ID.3 in niso samo eGolfa naredili na osnovi Golfa mk8 z tremi opcijam baterije, ker trenutni eGolf je dober samo domet ga tepe

Zato, ker so tudi pri VW končno dojeli, da predelava klasičnega avta iz ICE v EV ni to to in so izdelali namenski avto, kot je pred njimi naredilo kar nekaj proizvajalcev oz. so izdelali že v štartu EV od ground up.

[lovec1990]

^^ Nevem meni, če odmisliš domet eGolf deluje vredu plus modifikacija Golfa mk8 v eGolfa ni ravno velik strošek v primerjavi z razvojem ID.3. In kot kaže imajo kar težave z ID.3

[CRF]

Enkrat morajo skozi vse težave... Da bo drugič lažje.

[warpedone]

Note the red flags:
- Sources indicate of an additional delay of 3-12 months, on top of the summer deadline.
- hundreds of test drivers (VW employees driving the ID.3) on the road, 300 new bugs being reported on a daily basis
- VW is cannibalizing their other development teams, such as the ID.4, E-Tron and Taycan teams. Software developers are flown in from their regular workplaces (where their homes are) on Mondays and they fly back on Friday. Those must be some super happy software developers browsing Tesla's GF4 list of jobs right now ...
- Note the low production rate of the ID.3 of only 50 per day, almost 5 months after the pompous "start of production" last year. That's 350/week, 1,400/month, 4,550/year ...which falls far short of the 80,000 ZEV units VW needs to make in 2020 to avoid 10 billion Euros of fines.
- Sources at the shareholder families Porsche and Piech suggest unhappiness with Diess as well. Those shareholders could depose Diess, if they wanted to.
- Diess has restructured the board to have "scapegoats" he could fire - but the responsibility for a ID.3 failure would squarely rest on his shoulders.

[quadslo]

Kako imajo lahko take težave s tem? Vsa ostala E flota VAGa ki se prodaja pa deluje?
Eup, Egolf, Etron, Taycan, Citigo.

Ne mi rečt da je iD3 taka znanost.

[FV-EV]

Nemci so zadnjih dvajset let lepo vozili v biznisu, ne le v avtomobilskem, zdaj se pa počasi ohlajajo. Britanci so morda to že ugotovili pred drugimi EU narodi

[alfy]

Kako imajo lahko take težave s tem? Vsa ostala E flota VAGa ki se prodaja pa deluje?
Eup, Egolf, Etron, Taycan, Citigo.

Ne mi rečt da je iD3 taka znanost.

Mislim, da je vse namensko. Malo zavlačevanja kupce bolj pritegne, kot odtegne.
Če bi jih bili polni saloni, jih nebi nihče iskal.

Elon je tak koncept pogruntal že zdavnaj

[warpedone]

>> Ne mi rečt da je iD3 taka znanost.

id3 ni nobena znanost, samo VW je nesposobn.
Maš bolš razlago?

Lahko so seveda vse to samo laži, sestavljeni id3 pa na parkirplacih stojijo ker farba še ni suha ...

[DeCoRawr]

Ah kaj jih pritegne, kupci so kupili eGolfa, ZOE, e208 itd. Dvomim da so v plusu s tem ko zavlačujejo. Jst sem svojo rezervacijo skenslu tko kot marsiketeri drugi.

[lovec1990]

ID.3 je nekaj čisto novega med tem ko pa je eGolf stestiran in tudi cenovno dostopen plus zgleda kot normalen avto. ID.3 tudi ima zamude to da potencijalnim kupcem tudi pomisleke ali se splača ID.3 kupit

[alfy]

Se vedno sem prepričan, da je marketinška poteza. Na enkrat je prišlo ven cel kupi "novih" EV na trg in še tale, ki naj bi bil ikona stoletja bi bil malo zasenčen. VW si lahko privošči marsikaj, naše odpovedi se jih prav nič ne dotaknejo. Npr mojega odpovedanega eUp so ponovno prodali v manj kot 48 urah...

[Franci]

Ne vem če VW še kdaj prišel z ikono stoletja - Hrošč je bil, sedaj so ga pa že pošteno prehiteli drugi in ga iz dneva v dan s prihodi novih ev le še dodatno prehitevajo - dlje bodo čakali z dobavo - slabše bo za njih.
Prodali bodo vozila, a ne zato, ker bi bila ikona stoletja, ampak zato, ker je na trgu nasplošno premalo EV, da bi posledično tudi cene padle

[warpedone]

Ptički čivkajo ...

All BEVs from VW the e.tron, Taycan or ID.3 will not be able to make their annual targets. LG Chem does have problems to ramp the battery production and deliver batteries as promises. As a result there was a fight about battery supply within VW and Porsche did win. I expect this happened because Wolfgang Porsche is a big supporter of Blume and Diess did not want to argue against him.

Thats the main reason why production for the e-tron is low. Still the battery supply for the Taycan I not sufficient too. All production targets are impacted by that

2020 targets adjustments
- ID.3 down by 20k to 80k units
- e-tron 40k instead of 70k
- Taycan: don't want to elaborate for confidentiality reasons but with delayed LG Chem you get the picture

On top of the battery issues, the IT issues are not getting better. Up to 300 software issues are found in the ID.3 every day (!) at test drives- 50 units are today produced p.d. and put on shelf for the sw to improve and be upgrades later. This cars are standing around as some pictures have shown them. If the launch is delayed they will stand for months.

The IT architecture does not work as it supposed to. Its been developed too fast with not enough time and the systems do not work together. Its fundamental operating system problems and not easy to fix.

IT team that supposed to be 10k people (they are not) is frustrated and under high pressure. I expect good once may leave soon if not already.

Diess has promoted a few more people in the board lately and insiders report that he did that to be able to fire them anticipating that the ID.3 ramp will not go well. Delayed of up to 3 to 12 months for the ID.3 are discussed internally. The summer target seems unrealistic although Diess still claims it to happen. We may see in summer a few ID.3s delivered but I don't expectnot many. By doing that they can claim victory knowing its been a defeat.

My initial posted rumors that Diess gets under pressure from Porsche & Piech family has been confirmed by this revelations that mainly came through Manager Mangazin a media that has provenly good sources.

The families do not like a variety of aspects of Diess including results and the "rush" into BEVs. Since Piech left many years ago their understanding of true automotive engineering did in my opinion go down and they don't understand BEVs at all.

Lots of negatives but this will not be the last time that we discuss this. Its unrealistic to believe those fundamental issues will be solved quickly.

[FV-EV]

To sem pričakoval.

Letos niti ne pričakujem, da bi pri nas bile zmanjšane subvencije saj ne bo dovolj evropejcev za večji preskok v prodaji.

Žalosti, da še vedno veliki proizvajalci niso skapirali da:

1) za proizvodnjo EV potrebuješ ziher proizvodnjo baterij, vse drugo še gre
2) za razširjenost in tranzit potrebuješ dobro polnilno infrastrukturo in predvsem enostavno
3) današnji kupec kupuje IT storitev in ne več pleha

[warpedone]

>> Žalosti, da še vedno veliki proizvajalci niso skapirali da:

Pač ne bodo več dolgo veliki, le še stari ...

[Vodokotlic]

Kako imajo lahko take težave s tem? Vsa ostala E flota VAGa ki se prodaja pa deluje?
Eup, Egolf, Etron, Taycan, Citigo.

Ne mi rečt da je iD3 taka znanost.

Kakor je meni znanost, cel IT platforma avtomobila temelji na Microsoft Azure. Je vse na novo in sploh ni podobno eGolfu ali Up!

[DeCoRawr]

Potem bo res katastrofa

[matija]

VW je sel v razvoj ID3 zaradi financ. Ne vem vec tocno, a naj bi bil 40% cenejsi za izdelavo. eGolfa enostavno proizvodno ne morejo pripeljat na stroskovni nivo potreben za BEV, zato so razvili znova, edino pravilno.

Ze leta 2018 pa so ugotovili, da je platforma na kateri je eTron in vse povezano z VAGom brutalno predraga in zastarela v primerjavi s Teslino - kupili so trojko takoj ko je bilo mozno v USA in z letalom shipnili dve v EU ter jih razstavili. Ko so ugotovili kar so ugotovili, so sklenili da platforme ne gredo spreminjat, ampak bodo avti pac malo drazji. In to pije vodo pri raznih eTronih, Taycanih. Who gives a fuck, 112.000€ ali pa 118.000€. Medtem ko pri avtu kot je ID3/eGolf, je to glavni problem.

p.s.: To glede Azure afaik drzi. VAG ni imel znanja razviti nove connected platforme in je ze v 2018 naznanih stratesko partnerstvo z Microsoftom, prav za ta namen.