4200blu

...senza dubbio ci sono molti fornitori che provano di cambiare/diversificare i loro prodotti. In caso Mahle, bene, hanno sviluppato un motore elettrico, ma quale OEM compra questi motori? Mercedes, BMW, Stellantis...tutti fanno i loro motori elettrici lo stesso in casa (con molto meno man power come prima i motori ice per lo stesso volume). Mahle come si sente qui in Germania e uno dei casi, dove non e sicuro se sopraviveranno la transizione, al momento sono poco davanti un fallimento.

..in which way should this work inside the production line? More controls at the finish area for outside italy destinated cars? Or a worker inside the band when reading the order paper for a german destinated car is working with more patience and more exactly? In my opinion its not possible inside the workflow of a line for volume cars and also. For reasons of line balancing it couldn‘t like thiat.

…anche su Cochespias

…non ognuno appassionato di auto e anche un appassionato di tre volumi a 4porte.

Al momento non pubblicano qualche fornitore fa le batterie per quale fabbrica e quale modello. Ma penso che si puo dare scontato, che il caso normale sarebbe, che la fabbrica del fornitore piu vicino della fabbrica BMW fornisce le batterie anche per risparmiare via del trasporto, perche anche questa in una vista integrata fa differenza per il CO2 foorprint totale. D'altra parte credo si ha imparato come lessons learned negli ultimi anni di non fidarsi ad una situazione single sourcng 100%. Con la nuova standardizazione delle celle per la NK, con celle definito di BMW e usato in modo unificato per tutti modelli e solo prodotto dal fornitore, si ha certe possibilita in caso di emergenza. Batterie a stato solido si aspetta i primi prototipi per 2025, ma verso una produzione in stile/volume di serie grandi si bisogna sicuramente parecchi anni in piu. Forse sara roba della gen7.

Siete Dieselisti felici - in Germania diesel 8-10ct piu come Super95, in Austria +20ct.

Investment of € 800 million in Mexican production site for integration of fully-electric models of NEUE KLASSE and construction of local high-voltage battery assembly Around 1,000 new jobs for Plant San Luis Potosí Head of Production Nedeljković: “We are systematically gearing our production network towards electromobility” San Luis Potosí, Mexico. The BMW Group is accelerating its ramp-up of e-mobility and poised to gain even more momentum with its next vehicle generation, the NEUE KLASSE. The share of 50 percent of the company's worldwide sales of fully electric vehicles could be reached earlier than 2030. The company is investing in expansion of its international production network to achieve this. The plant in San Luis Potosí, Mexico will produce fully-electric models for the NEUE KLASSE in the future and is setting up its own high-voltage battery assembly for this purpose. “We are systematically gearing our production network towards electromobility. In Mexico, we are investing 800 million euros in our plant and creating around 1,000 new jobs,” explained Milan Nedeljković, member of the Board of Management of BMW AG responsible for Production, in San Luis Potosí at an event attended by Mexican President Andrés Manuel López Obrador and Governor of San Luis Potosí Ricardo Gallardo Cardona. Nedeljković continued: “The first cars of the NEUE KLASSE will come off the production line at our plant in Debrecen, Hungary, starting in 2025, followed by the main plant in Munich. We will achieve additional volumes by integrating the NEUE KLASSE at Plant San Luis Potosí from 2027 onwards.” The company only recently announced an investment of 1.7 billion US dollars in the expansion of its Spartanburg production site in the US. This includes one billion US dollars for preparations for production of electric vehicles at the company’s US plant and 700 million US dollars for construction of a new assembly centre for high-voltage batteries in nearby Woodruff. By 2030, the BMW Group aims to build at least six fully-electric models in the US. Fully-electric models complement production programme in Mexico A further 800 million euros will be invested in Mexico. Of this amount, 500 million euros is earmarked for construction of a new assembly centre for high-voltage batteries, located on the plant grounds in San Luis Potosí. The new assembly centre spans an area of 85,000 m2. More than 500 additional employees will work there, producing next-generation batteries for fully-electric vehicles. “With this new investment, our plant in San Luis Potosí will play a central role in BMW Group's transition to electromobility. The company is increasing its commitment to Mexico and its stake in our facility, not only due to its strategic location but, above all, to a solid work team, which, in less than four years after starting operations, already produces three models that supply 74 global markets and stand out for their quality,” said Harald Gottsche, President & CEO at BMW Group Plant San Luis Potosí. At the plant, which went on-stream in 2019, around 3,000 employees already produce the BMW 3 Series, 2 Series Coupé and the new M2– in some cases, exclusively for the global market. The plant is designed to be highly flexible, ensuring only minor adjustments are needed in the body shop and assembly to incorporate the new vehicle architecture. A special feature of the NEUE KLASSE is that the high-voltage battery is directly integrated into the vehicle structure. The assembly in San Luis Potosí is therefore being expanded to integrate this new process into operations. A second shift will begin at the plant in April, adding another 500 new jobs. A total of about 1,000 additional employees will then be working at San Luis Potosí. BMW iFACTORY as production masterplan Head of Production Nedeljković: “Flexibility and efficient processes are hugely important elements of our BMW iFACTORY, which forms our strategic masterplan for production.” Plant San Luis Potosí is characterised by its responsible resource management and measures to reduce CO2. In such a dry region, conserving water is particularly important. The plant is also home to the BMW Group’s first paint shop to operate without producing process wastewater. The water required for the painting process is treated and then reused. In addition, the plant sources only green power, which it generates itself at a more than 70,000 m2 solar power installation on the plant grounds, supplemented by electricity from an external solar farm. Newly-developed BMW round cells for NEUE KLASSE vehicles The models of the NEUE KLASSE will use new, round lithium-ion battery cells developed specifically for what will then be the sixth generation of BMW eDrive technology. The new battery format will increase energy density by more than 20 percent and improve charging speed and range by up to 30 percent. At the same time, CO2 emissions from cell production will be reduced by up to 60 percent, as a result of cell suppliers relying on energy from renewable resources and, in the case of the raw materials lithium, cobalt and nickel, using a certain percentage of secondary material, i.e. material already in the cycle. (BMW Group)

Perche? Un motore elettrico sicuramente non e "rocket science", non e piu il cuore della macchina come era un motore ice. Molto meglio investire in sviluppo e produzione software, perche questa sara il nuovo cuore di una macchina in futuro.

Tremery da 2024 ha una capacita di 1Mio motori/anno, non credo che ci sara per le prossimi anni il bisogno per capacita addizionale.

Sai quanto costa di sviluppare un propulsore ice/elettrico, tutta la gestione azione/auito elettrico, strategia cambiare marce, recuperzione, brake blending, ecc. - e tutto questo per un motore con volume marginale che muore fra poco con introduzione della Euro7 ? Non mi sembra realistico.

esatto - gia 190/C era il primo step del errore perche con queste sono sceso nella regione della piccola classe di BMW...

Si...ma il 2030-2033 e lontano per variazione della carrozzeria in un mondo di skateboard elettriche. Si puo cambiare molto veloce su quella base e se il trend per il suv (alto, resistenza alto) continuera in un mondo delle bev (dove aerodinamica e tutto per la autonomia) questa dovremme aspettare.

Quota kombi al mercato totale del paese anno 2000 - 2022: Germania 8.8% - 6,4% UK 2,5% - 1,2% Italia 4,2% - 0,8%

non si puo dire cosi - la quota al mercato europeo della Combi tra 2000 e 2015 era sempre tra 12,5 - 13%, 2022 era a 8%. Ma di questi Combi venduta 2022 in Eu erano 40% in Germania, 7,5% in UK e solo 5% in Italia.

..non credo che una che ha famiglia e bisogna di spazio e il cliente target di lusso in vista di Källenius.

https://startupitalia.eu/190258-20230202-il-cavo-elettrico-di-tau-raccoglie-un-nuovo-round-da-9milioni-di-euro

Zeekr sara posizionato come premium, Lynk&Co solo come near premium.

...rispondente alla strategia di Källenius di concentrasi sul lusso, non piu sulla massa.

si,ma le contenuti della sua strategia rimangono invariata come ha confermato il CEO di Tata, Chandrasekaran, qualche giorni fa.

...la strategia di Bollore "reimagine" per Jaguar significa solo Jaguar bev da gennaio 2025.

Jaguar Land Rover adds third Defender shift to meet high demand The Defender has been JLR’s top seller for the past seven quarters as the company prioritized higher-margin models amid the chip shortage. LONDON -- Jaguar Land Rover has added a third shift for the Land Rover Defender SUV at its Slovakian plant to help clear a backlog of orders for its best-selling model. The Defender, which is available in three different body lengths, has been JLR’s top seller for the past seven quarters as the company prioritized higher-margin models amid the chip shortage. The offroader topped the automaker’s chart for wholesales (sales to dealers) for the quarter ending Dec. 31 at 23,816, company figures show. Orders for the Defender remain high at around quarter of the company’s 214,000-strong order book, JLR said. “As we move to three shifts you will see increasingly a lot of our orders on Defender will start fall and retails [sales] increase,” interim CEO Adrian Mardell said on an earnings call to announce its quarterly results. The company posted its first profit in eight quarters for the quarter ending Dec. 31. JLR is focusing on boosting production of the Defender, the Range Rover and Range Rover Sport, which it called its “three most profitable models.” The three models accounted for 64 percent of the company’s wholesale figures, rising to three quarters with sales of cars from the company’s joint venture in China removed from the mix. JLR has been forced to cut production of its more affordable models as the chip crisis continued to hamper the company’s abilities to build cars. The plant that builds the Defender in Nitra, Slovakia was omitted from the production cuts. Wholesales of the automaker’s traditional best-selling model, the Range Rover Evoque compact SUV, fell below 10,000 for only the second quarter in the model’s history. Meanwhile, sales of the Land Rover Discovery Sport midsize SUV, another formerly strong seller, were the worst since its launch, at just 6,230. Wholesales of the Discovery large SUV, which is also built in Nitra, fell to just 1,924 in the last quarter -- the lowest volume since it was launched in 2018. JLR’s two most expensive models, the Range Rover and Range Rover Sport, were the second and third biggest sellers in the quarter respectively, helping push the company’s selling price to over 70,000 pounds ($87,000), Mardell said. “The Range Rover, Range Rover Sport and the MLA architecture that both models are built on, are fundamental to our business model and our business success,” Mardell told analysts. Mardell said JLR’s normal sales volume, without production constraints, was about 40,000 vehicles a month, up from about 27,000 currently. “Today we are a long way from normal,” he said. “I believe the challenge through 2023 will continue to be supply rather than demand.” (ANE)

I fornitori di qualche componenti principali

Volvo readies EV push in biggest product revamp under Geely The product plans amount to the largest revamp of Volvo’s model line-up since Geely acquired the brand from Ford. Volvo Cars is gearing up for an electric blitz to convert all its mainstay models -- three SUVs and two sedans -- into battery-electric vehicles and to introduce a luxury electric van aimed at boosting sales in Asia, two people with knowledge of the plans said. The Swedish carmaker, wholly owned by China’s Zhejiang Geely Holding Group, is expected to launch at least six new battery-electric vehicles through 2026, the two people told Reuters. Volvo has announced an objective to make its entire lineup fully electric by 2030. The company’s Australia unit has said it plans to sell only EVs in that market by 2026. The previously unreported product plans amount to the largest revamp of Volvo’s model line-up since Geely acquired the brand from Ford Motor in 2010. Under its new owners, Volvo started to share technologies such as car platforms with Geely. The makeover for Volvo, a Swedish brand that built a reputation for safety and utilitarian design, follows from a greater focus on customer trends in Asia and a push to win sales there, the people said. The two people with knowledge of Volvo’s planning asked not to be named because details have not been announced by the company. Geely declined to comment. Among the new battery electric cars being planned for the next four years is a Volvo-branded van that would be based on a vehicle Geely’s Zeekr brand sells in China. Called the Zeekr 009, the hulking, battery-electric van, which starts at about 500,000 yuan ($74,179), offers three rows of seating. The vehicle competes against the likes of the Toyota Alphard, a business or family van, with airplane business class-like seats for passengers that has proven popular in Asian markets such as China and Japan as a limousine alternative. Volvo has moved development work on sedans and the coming people-mover model to its Shanghai research and development hub, they said. That center, which has tripled its design staff to about 60 people, has recently moved to a new and larger building in Shanghai, one of the sources said. The first of Volvo's new planned electric models, the EX90 battery-electric SUV, was unveiled late last year. It is expected to go on sale in early 2024. Other battery-electric cars in the pipeline include electric versions of Volvo's main products – the XC90, XC60 and XC40 crossover vehicles and the S60 and S90 sedans, the sources said. Those cars will follow Volvo's established, simple design cues, but the new van will target buyers in China and other markets with a more "emotional" design that builds from the Zeekr 009, which has a massive, LED-illuminated grille, one of the sources said. Volvo has carved out and sold its gasoline engine and hybrid powertrain operations to Geely. The Chinese automaker has moved to combine all of its gasoline powertrain assets, including those from Volvo, with factories being carved out of Renault to create a new company focused on hybrid and gasoline engines. Renault and Geely are working to finalize a deal to bring Saudi Aramco in as an investor and partner in that venture, Reuters has reported. (ANE)

https://www.quattroruote.it/news/industria-finanza/2023/02/02/ferrari_2022_da_record_e_il_2023_sara_ancora_piu_forte_.html

..ma cambiare una 250GT SWB per una 296GTB sarebbe un declino molto forte anche se la 296 e molto piu lunga e ha un numero piu grosso....