Quote:
Originally Posted by vitaly
But we're talking about strictly Porsche's financial performance, not VAG as a whole. Obviously having VAG as parent helps with a larger balance sheet, access to (presumably) cheaper financing, and so on. But Porsche itself is thriving. Every car they make they knock it out of the park. Let's see how the Taycan does, which is relatively new ground for them. I predict demand will outpace supply and they'll have a similar margin on that car as well.
Porsche is more expensive than BMW. We can argue about features, tech, build quality and so on differences but the bottom line is customers are willing to pay for it. Reputation is king in this (and other) businesses. If the customer believes they're getting a premium product, they'll pay for it again and again even if objectively it's not as premium as one perceives. But of course they need to deliver as well, and they do. It's a very slim margin for error. If you tarnish it, it'll take a long time to rebuild, if ever.
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guess we're just talking about different point, I just don't think BMW can be Porsche without dramatic downsizing
I'm sure some Porsche tech flying to Audi/VW (and vice versa), but for example how does Porsche allocate Porsche Cayenne's R&D, it's entire platform/chassis (PL71/72) is on the same platform that runs VW Touareg/Audi Q7/Porsche Cayenne. If Porsche had to build SUV on its own, not sure how porsche "stand alone" financial will look. Also given how hard VW is going for electric (vs. BMW), I'm sure some of the stuff Taycan used/developing had been in the mind set of "cost sharing"