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Volkswagen:Position Changes: Difference between revisions
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* Automotive Data is showing some first signs of deterioration as expected. See: [[Automotive Industry:United States]]. Especially the Cox Automotive Insight Presentation mentioned in our article is insightful. <ref>https://www.coxautoinc.com/wp-content/uploads/2023/01/Jan-12-2023-Cox-Automotive-Industry-Insights-and-Forecast-Call-Presentation.pdf</ref> | * Automotive Data is showing some first signs of deterioration as expected. See: [[Automotive Industry:United States]]. Especially the Cox Automotive Insight Presentation mentioned in our article is insightful. <ref>https://www.coxautoinc.com/wp-content/uploads/2023/01/Jan-12-2023-Cox-Automotive-Industry-Insights-and-Forecast-Call-Presentation.pdf</ref> | ||
* It is likely that the situation will further deteriorate with lower demand due to high interest rates and a possible recession while supply bottlenecks ease, which will lead to more competition and eventual price pressures. | * It is likely that the situation will further deteriorate with lower demand due to high interest rates and a possible recession while supply bottlenecks ease, which will lead to more competition and eventual price pressures. | ||
* Volkswagen Brand is apparently forced to increase prices due to supply chain issues? <ref>https://discord.com/channels/978370501237932092/1012303584446136380/1075785937939857470</ref> More about Volkswagen brand margins here: [[Volkswagen:Brand overview|Volkswagen:Brand_overview#Operating Margins]] | |||
* Our visibility into China is still limited. There are consistent geopolitical risks <ref>https://discord.com/channels/978370501237932092/1012303584446136380/1078226279544930344</ref> and a hickup in the automotive market due to the end of state subsidies. <ref>https://discord.com/channels/978370501237932092/1012303584446136380/1076248019105742878</ref> The reopening after Covid should be positive though. | * Our visibility into China is still limited. There are consistent geopolitical risks <ref>https://discord.com/channels/978370501237932092/1012303584446136380/1078226279544930344</ref> and a hickup in the automotive market due to the end of state subsidies. <ref>https://discord.com/channels/978370501237932092/1012303584446136380/1076248019105742878</ref> The reopening after Covid should be positive though. | ||
* In the longterm the risk from autonomous vehicles is very unpredictable. I believe that there will be a self driving future which could reduce car demand drastically. | * In the longterm the risk from autonomous vehicles is very unpredictable. I believe that there will be a self driving future which could reduce car demand drastically. | ||