The Vietnamese manufacturer Vinfast wants to set up an assembly plant in the USA
- 说明
The Vietnamese manufacturer Vinfast wants to set up an assembly plant in the USA
- The Vietnamese manufacturer of 100% electric cars Vinfast, which currently has an assembly plant in Vietnam with a production capacity of 500,000 vehicles per year, will set up a new assembly plant in the United States. This plant located in North Carolina (which already has a BMW assembly plant) will have a production capacity of 150,000 vehicles per year for a local destination mainly. Vinfast is counting on the development of the electric car market in the United States to justify its establishment in the country, hoping that demand will not focus solely on Teslas. The targeted segments are rather upper segments (D/E).
- The start-up of manufacturers such as Rivian, Fisker or Lucid shows that the 100% electric market could diversify in the United States over the next few years and that each brand could find its market. Vinfast said construction of its US plant will begin in 2022 and auto production will start in 2024.
- The range of electric cars produced in the United States should consist of SUVs of different sizes. We are talking about the VF-8 (5-seater) and VF-9 (7-seater) models, 4.75 m and 5.10 m long respectively.
- Three other models were presented at CES in Las Vegas in 2021, the VF-5, VF-6 and VF-7 of smaller dimensions, but it is not certain that these models will be produced in the United States even if their marketing in Europe is already planned. The VF-5 is an SUV 4 meters long, the VF-6 4.25 meters long and the VF-7 4.50 meters long (size of a VW ID4). Vinfast would study the possibility of producing them directly in Europe, precisely in Germany.
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阅读全文... The Vietnamese manufacturer Vinfast wants to set up an assembly plant in the USA
Inovev plans 500,000 units per year of the new Nissan X-Trail
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Inovev plans 500,000 units per year of the new Nissan X-Trail
- The Nissan X-Trail (sold in North America and China as the Nissan Rogue) had a period when it was one of the most produced SUVs in the world, with 825,000 sales in 2016, 905,000 in 2017 and 840,000 in 2018, thanks to a very competitive price in relation to the dimensions and performance of the vehicle. In this, it was a competitor to the Ford Explorer and Chevrolet Traverse.
- But since 2019, sales of the X-Trail and Rogue have fallen sharply, from 775,000 units in 2019 to 470,000 in 2020 and 430,000 in 2021. The semiconductor crisis and that of Covid-19 do not explain everything. The model born in 2014 has probably been slow to be replaced (like its cousin the Nissan Qashqai) and the competition has been sharpening for several years. No doubt also D-segment SUVs that are neither hybrid nor electric are of less interest to customers. This is why the new generation of Nissan X-Trail and Rogue unveiled in 2022 is immediately offered with an E-Power hybrid engine which replaces diesel (the only engine available in Europe). This engine is a 3-cylinder turbo petrol engine with a displacement of 1.5 liters aided by an electric motor, a set that develops 190 hp. A 2.5-litre four-cylinder petrol engine developing 180hp will also be available but only in markets outside of Europe. The platform is the CMF-C shared with the Nissan Qashqai. The X-Trail will continue to be manufactured mainly in Japan (Fukuoka) and the United States (Smyrna, Tennessee), but also in China (Guangzhou, Guangdong) and Russia (Saint-Petersburg). In total, the new Nissan X-Trail / Rogue should be around 500,000 annual sales worldwide against 400,000 annual sales for the Qashqai.
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阅读全文... Inovev plans 500,000 units per year of the new Nissan X-Trail
The future 100% electric Alpine coupé will be manufactured in England at Lotus
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The future 100% electric Alpine coupé will be manufactured in England at Lotus
- Among the four novelties of the Alpine brand planned for 2023, 2024, 2025 and 2026, the future coupé with 100% electric motor launched in 2026 which will succeed the current A110 will be produced abroad, in Great Britain, at Lotus.
- Indeed, the British manufacturer was asked for the joint design of the future Alpine coupé, the latter having to use a Lotus platform specially adapted to sports driving. This association between Lotus (part of the Geely group) and Alpine (part of the Renault-Nissan-Mitsubishi group) makes it possible to reduce and pool production costs for a family of models which will be dedicated to a low volume of sales.
- The Alpine A110 coupé launched in 2017 has thus sold a total of 12,000 copies in four years, or 3,000 per year on average. It will therefore be replaced in 2026 by the new 100% electric coupé designed in partnership with Lotus. This model will be preceded by the launch of the Megane Alpine in 2023 (with 100% electric motorization), the R5 Alpine in 2024 (with 100% electric motorization) and the Alpine crossover in 2025 (with 100% electric motorization).
- The association between Lotus and Alpine is part of a vast more global association plan between the Chinese group Geely and the Franco-Japanese group Renault-Nissan-Mitsubishi which plans to reorient the Renault brand towards 100% electric Premium models in China and Korea, thanks to the supply of engines and platforms from the Geely group, more specifically from Volvo Cars (CMA platform).
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阅读全文... The future 100% electric Alpine coupé will be manufactured in England at Lotus
The Volkswagen group's strategy is to reduce its range to increase its profitability
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The Volkswagen group's strategy is to reduce its range to increase its profitability
- Volkswagen wants to eliminate more than half of its thermal models by 2030, not only to become a 100% electric manufacturer in 2035 but also to favor profitability over volume. Volkswagen wants to move upmarket and focus on a smaller and more expensive model range. It is obvious that with a reduced range and sharing as many components as possible, a manufacturer theoretically becomes more profitable because it focuses on a limited number of models and platforms. This reduction will affect the Volkswagen brand, but also Audi, Skoda, Seat and Porsche.
- Today, Volkswagen's European range has around fifteen different models, the Chinese range around thirty models, the North American range around ten models and the South American range around ten models. Overall, there are around forty different models and the manufacturer's objective is to eliminate twenty-five of them within eight years.
- This reduced range should be revived by the 100% electric models (ID range) which are currently four in number (ID3, ID4, ID5, ID Buzz) but which should increase to ten by 2030. These vehicles are more expensive than thermal vehicles, which is in line with the strategy of favoring the most expensive vehicles and on which the margin is higher. Regarding internal combustion vehicles, the least profitable and least sold models will be phased out first. The question is whether this pruning will not benefit other manufacturers or whether it will not cause a decline in car markets insofar as other manufacturers have a comparable strategy.
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阅读全文... The Volkswagen group's strategy is to reduce its range to increase its profitability
New automakers suspend production in Russia
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New automakers suspend production in Russia
- Manufacturers BMW, Mercedes, Hyundai-Kia, Mazda and Mitsubishi have announced that they will suspend production in Russia, as have Stellantis, Renault and Volkswagen. Toyota has decided for its part to definitively cease automobile production in Russia. Nissan has not yet made a decision on this.
- In addition, Honda, Volvo, GM, Jaguar, Land Rover, Aston-Martin and Porsche that do not produce in China have decided to suspend the sale of vehicles on the Russian market.
- The Hyundai-Kia group has become a major producer in Russia for about ten years. In 2021, the Korean group manufactured 400,000 vehicles there, i.e. 30% of all automotive production in Russia, as much as the Renault group (300,000 Lada + 100,000 Renault). If Hyundai-Kia decided to leave Russia, it would cause immense damage to the Russian automobile industry which could induce Chinese manufacturers to take its place. But Russia representing only 6% of the Korean group's production and sales worldwide, this would cause relatively little damage to Hyundai-Kia.
- Toyota is more modest since it represents only 6% of Russian production in 2021, but has been progressing every year for the past ten years. Toyota produces less than 100,000 vehicles in Russia (80,000 units in 2021).
- Mazda, Mitsubishi, Mercedes and BMW together produce only 80,000 vehicles in 2021, or about 20,000 units each. If these manufacturers left Russia, the damage caused by this departure would be very minimal.
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