The latest Manager Magazin article about VW & its attempt to match Tesla confirms my most negatives views of VW and corrects some of the positives I had to neutral
The situation is worse than expected
Recommended read for all Germans
I'll likely tweet about it in the next days
Every brand in the VW Group has selected its own cell formats & purchased them separately🤦♂️
That has led to 20 different 🔋 battery cell formats & internal chaos
Schmall Resort Technology
"the strategy for the future concept is not quite in place yet. We still need 1-2 months"
Diess is internally still not very much liked. One issue is that he continues to hire BMW Managers expanding his network with former colleagues
When Diess heard that Tesla intends to reduce battery costs by 50% he said
Diess, "It must be possible for us to match that"
Early in 2020 partly more than 10k Engineers were active to rescue the ID.3 according to the report & Porsche & Audi had to help
OTA which was declared a duty was an illusion & SW stability simply didn't exists
With 12week projects & 14day sprint developments VW tried to fix it
Ulbrich booked rooms outside VW & locked supplier & internal people to fix the issues with sprint projects
Ulbrich "We worked faster and more efficiently in the bootcamps than in the old organization"
The problem: the old organization is still in place but the Bootcamp is gone
In 2019 Herbert Diess promised to the investor community a market cap of €200bn in 2020, today it's about €88bn
On board-level the new target is discussed at €250bn
The gap between wishful thinking and reality is widening and those situations never had a positive end
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The pace of innovation, design, and improvement is the issue VW has
I talked about that endlessly in my articles
Tesla overtook them while they thought they still have time and now they have a severe problem
It reads like VW gave up on the ID.X already & just tries to somehow make it work and sell to survive a few years
They attempt to fix all the issues including autonomous driving with their brand new approach for the Trinity & Apollon in 2025 & buy companies & start partnerships
Inertia of the infotainment system and response to touch inputs
Functional reliability of some assistance systems e.g. the
rear view camera, the parking aid
"Popping up" of many error messages not comprehensible by the drivers
VW Brand CEO Brandstätter on the question about Software issues of vehicles
(...) We have entered new territory. We are taking the bold, but also the difficult path. We have fundamentally redeveloped the latest generation of automobiles on a blank sheet of paper. (...)
VW CEO Brandstätter contined
"(..) That meant a steep learning curve for us especially in terms of the digital customer experience. We have now put that behind us. The biggest challenge was the new software architecture. We had to build up a massive amount of expertise for this"
VWs Chip shortage more severe than the public knows?
VW Purchasing Manager
"The hassle is huge. If the supplier didn't have a chip problem in their supply chain, we would get our ECUs."
VW continued
"If a supplier does not believe our figures & consults a forecasting institute that for whatever reason assesses the situation differently than our experts & therefore orders less in its input material chain, this could be an explanation for the current situation"
The VW purchasing Manager described the consequences
"At the moment, we have no chance of using alternatives for certain components from a purely technical point of view. In addition, we cannot retrofit certain electronic components."