Quote:
Originally Posted by KRS_SN
By heavily involving [BMW] sales in SUVs they are least likely to be affected by the EV problem.
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How so?
Right now I'd say the battle for a future in auto sales comes down to 1 thing: battery production capacity.
Oddly, VW is only targeting 240GWh by 2030
with 50% coming from partners! Compare that to Tesla who's targeting 2TWh by 2030 ... we can quibble over Elon's exaggera-predictions, but $TSLA seems pretty damn serious about battery capacity based on their 3 continents of factory square footage coming online versus VW which has a LOT of factories to convert.
The BMW X5 45e is probably the best vehicle BMW makes right now ... double the battery capacity and it'd be a breakout superseller. Quadruple it and get rid of the ICE and it'd be the hottest selling BEV other than a Model 3. Hell, their BEV X3 would be a huge seller if they could commit and boost the range and power (and sold it in the US).
Unfortunately
BMW isn't planning on producing big selling BEVs, rather beaver-faced iX type vehicles, marketed to silly twits who can't afford them:
"look ma, no hands!"
This will not go well for BMW.