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    David

    GM Keynote @ CES 2022 is Virtual, yet we see the Chevrolet Truck and SUV to lead their BEV Portfolio!

      Mary Barra delivered today the Keynote speech for the 2022 CES show as a virtual address and in it we get to see the all new 2024 Chevrolet Electric Silverado Pickup and the 2024 Electric Chevrolet Equinox.

    GM CEO and Keynote presenter Mary Barra outlined the wave of change that is coming as society moves towards mass adoption of electric vehicles and how GM has transitioned from a basic automaker to a platform innovator, providing key Electric technology across a wide platform of uses more than just automobiles.

    Per GMs global chief marketing officer, Deborah Wahl, and I quote:

    “Technology driven by purpose will change the world,” “GM is redefining how people and goods are moved. Our commitment to a vision of a world with zero crashes, zero emissions and zero congestion has positioned us to lead. As we implement our growth strategy, we have an opportunity and, frankly, an obligation to create a better future for generations to come. That’s the Ultium Effect.”

    One can check out GMs Exhibit Zero here: Countdown Until GM Exhibit Zero: A Virtual Experience

    SilveradoEVBarra02.jpg

    Marry discussed how the "Ultium Effect" has allowed GM to take from idea to production in what has been considered some of the fastest changes in the auto industry. This Ultium Effect underpins the GMC Hummer EV Truck and Brightdrop EV600 both in delivery to customers now as production ramps up.

    BrightDrop-EV600-Walmart-100.jpg

    This Ultium platform will also underpin the soon to be released Cadillac LYRIQ, Chevrolet Silverado and Equinox EVs.

    2024-Silverado-EV-RST-020.jpg2024-Chevrolet-Equinox-EV-001.jpg2023-Cadillac-LYRIQ-002 (2).jpg

    Mary also shared the Conceptual Future of Cadillac that covers from the Innerspace, a two-passenger autonomous auto, to their Social Space a take on autonomous luxury van and the Personal Space, a single passenger hover craft that gets you above the ground congestion. Full inside and outside images can be viewed here for all of the Cadillac Concept Portfolio: Cadillac Pressroom - United States - Photos

    Cadillac-Halo-Concept-Portfolio.jpgCadillac-Halo-Concept-InnerSpace-016.jpgCadillac-Halo-Concept-InnerSpace-001.jpg

    Yet while the Keynote touched on many things from SuperCruise to GMs global plans for auto's around the world was a focus on Chevrolet BEV portfolio for everyone. By 2025 the estimate is to have the following:

    • Silverado EV
    • Equinox EV
    • Blazer EV
    • These are in addition to the Bolt EV and EUV

    The Silverado EV is a reimagined full-size pickup developed on the Ultium Platform in a First edition launch version RST featuring the following:

    • 400-mile range battery pack
      • 350kW fast charging standard
    • 664 hp / 780 lb-ft of torque for the RST model with a 0 to 60 of 4.5 seconds
    • 10,000 pounds maximum trailering, 1,300 lbs of payload with Tow/Haul mode with integrated trailering brake control and hitch guidance
    • 10.2 kW of offboard power
    • Four-wheel steering
    • Fixed glass roof
    • Multi-Flex Midgate
    • Load floor of up to 10ft 10 inches when combined using the Multi-Flex Midgate
    • 17-inch Diagonal LCD freeform infotainment screen
    • Over air updates and latest software features as they are released from GM
    • Trailering capable SuperCruise
    • Independent front and rear suspension with automatic adaptive air suspension allowing the vehicle to be raised or lowered up to 2 inches.

    2024-Silverado-EV-RST-042.jpg2024-Silverado-EV-RST-038.jpg

    One of the cool parts that many Cheverolet customers loved about the legacy Avalanche truck is the return of a mid-gate that has been updated to match the needs of the 21st century.

    2024-Silverado-EV-RST-037.jpg2024-Silverado-EV-RST-035.jpg2024-Silverado-EV-RST-036.jpg

    This along with a more enhanced flexible rear seat.

    2024-Silverado-EV-RST-034.jpg2024-Silverado-EV-RST-033.jpg

    Chevrolet is focusing on building best in class interior into their BEVs.

    2024-Silverado-EV-RST-032.jpg2024-Silverado-EV-RST-031.jpg2024-Silverado-EV-RST-029.jpg2024-Silverado-EV-RST-023.jpg

    Over all this is a truck designed from the ground up to lead the BEV revolution. More images can be viewed at the following media web site: Chevrolet Pressroom - United States - Images

    2024-Silverado-EV-RST-026.jpg

    One of the most wondered thoughts was how Chevrolet would respond to the huge FRUNK that Ford introduced with their F150 Lighting and to that GMs answer is as follows:

    2024-Silverado-EV-RST-017.jpg

    While no sizing has been released yet, the press release did say this about the frunk: The eTrunk – a lockable, weatherproof compartment in the front of the vehicle – provides enough space to fit a large hard side suitcase and a multitude of accessory options for both fleet and retail customers to load gear based on the unique needs of the customer.

     

    Pricing is another area that many have wondered about and while the First Edition RST Silverado EV truck will debut loaded at an MSRP of $105,000, Chevrolet will offer a complete portfolio of trucks with the Base WT or Work Truck starting at $39,900 + DFC or destination Freight Charge of $1,695. Customers will then find a complete portfolio of Trail Boss, Z71, LT, LTE and more with starting price points of $50,000, $60,000, $70,000, $80,000 and $90,000 allowing customers to choose the truck to meet their capability and pricing needs.

    Videos released while animations show the planned options for the WT truck.

     Full images and additional options for the WT truck can be viewed here: Chevrolet Pressroom - United States - Images

    Many here on Cheers and Gears has stated that these high-priced trucks ignore the folks that cannot afford high 5 to 6 figure autos and GM answer is the Equinox EV. Arriving Fall 2023 with a starting MSRP of $30,000, the Equinox will be available from the start in both a fleet and retail version that include the LT and RS trims based on the Ultium Platform providing an affordable EV option to the global customer.

    More details will come out closer to launch.

    2024-Chevrolet-Equinox-EV-001.jpg2024-Chevrolet-Equinox-EV-006.jpg2024-Chevrolet-Equinox-EV-003.jpg2024-Chevrolet-Equinox-EV-005.jpg

     

    GM at CES 2022: Experience The Ultium Effect 

    Cadillac Introduces InnerSpace Autonomous Concept at CES 2022

    The Pickup Reimagined: Introducing the 2024 All-Electric Chevrolet Silverado

    Chevrolet Previews Equinox EV

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    7 minutes ago, David said:

    @surreal1272 I find it speaks volumes when SMK is presented with facts and yet he chooses to ignore my post that shows he is full of BS and move the goal posts with an ever-changing Apples to Oranges comparison and excuses while attacking American Business. Seems he needs to move to Germany.

    That avoidance of facts seems to have spread to others, as evidenced by the last 24 hours.

    13 hours ago, ccap41 said:

    Kind of like the G Wagen.. Sells like crap so it's the worst, right? *eyeroll* 

    Shhhh! You know we don't talk about that around here lol.

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    13 hours ago, ccap41 said:

    Kind of like the G Wagen.. Sells like crap so it's the worst, right? *eyeroll* 

    G-Wagen had an all time global sales record in 2021.  It’s more popular than ever.

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    19 minutes ago, smk4565 said:

    G-Wagen had an all time global sales record in 2021.  It’s more popular than ever.

    It is still their lowest seller so by your GM and Ford logic, it is a failure. Thanks for playing though. 

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    1 hour ago, smk4565 said:

    G-Wagen had an all time global sales record in 2021.  It’s more popular than ever.

    Hey BIFF, Wanna re-think that statement as I would not say sales #'s in the U.S. is good.

    image.png

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    Based on just the U.S. and Canada Numbers, the G-Wagon should be discontinued based on your posted past statements about other auto companies.

    More interesting is that Mercedes-Benz no longer breaks out the G-Wagon as it is part of the G-Class of SUVs and so one has to wonder how many they really sold? Seems their starting to make it grey to really see how many sales by model number. 

    Mercedes-Benz sees strong demand as high-end and electrified vehicle sales surge - Daimler Global Media Site

    I will say that MB had greater than other auto companies drop in sales.

    image.png

    Interesting is that MB USA still breaks down the model numbers in reporting compaired to the Parent Company web site. so G-Class it would seem is the G-Wagon of past and still not that great of sales numbers. If the parent company site is using the same, then the G-Class / G-Wagon sold just a little over 41,000 globally. Which still is nothing compared to other SUVs here in the US by sales numbers alone.

    image.png

    So then I think that GM is on the right path to success as the Escalade has been selling well in both standard and ESV numbers globally. So seems MB G-Class is finally catching up to Cadillac.

    image.png

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    The important part of the Daimler press release is:

    714938119_ScreenShot2022-01-10at5_51_30PM.thumb.png.6fd45d8ab521528696c3b45d1e585d4b.png

    All their top end cars are doing well, G-class at its best ever.  And the GLS is the Escalade competitor, the G-class ATP is like $75k higher than an Escalade, not really a valid comparison, also a G-class is a mid-size SUV, not a full size.  I'd imagine the S-class it the #1 selling vehicle in the world with a base price over $100k.

    So this actually goes to my earlier point, Mercedes will have no problem selling $100,000 EV's because they already sell vehicles in good volume at that price, and the upcoming Mercedes EV's should be in the GLE's price range and the GLE was their #1 seller in the USA last year.  So there is no sticker shock there.

    Where as VW iD4 is Tiguan size at $50k for all wheel drive, that is sticker shock when the Tiguan in the same showroom is like $30k.  And if Ford does an EV Explorer  above the Mach-E, are we talking like $60-80k?  And $100k for the Expedition EV?  Hard sell at those prices.

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    13 minutes ago, smk4565 said:

    The important part of the Daimler press release is:

    714938119_ScreenShot2022-01-10at5_51_30PM.thumb.png.6fd45d8ab521528696c3b45d1e585d4b.png

    All their top end cars are doing well, G-class at its best ever.  And the GLS is the Escalade competitor, the G-class ATP is like $75k higher than an Escalade, not really a valid comparison, also a G-class is a mid-size SUV, not a full size.  I'd imagine the S-class it the #1 selling vehicle in the world with a base price over $100k.

    So this actually goes to my earlier point, Mercedes will have no problem selling $100,000 EV's because they already sell vehicles in good volume at that price, and the upcoming Mercedes EV's should be in the GLE's price range and the GLE was their #1 seller in the USA last year.  So there is no sticker shock there.

    Where as VW iD4 is Tiguan size at $50k for all wheel drive, that is sticker shock when the Tiguan in the same showroom is like $30k.  And if Ford does an EV Explorer  above the Mach-E, are we talking like $60-80k?  And $100k for the Expedition EV?  Hard sell at those prices.

    So how do you make the extreme wealthy that is far more conservative and not the ones to spend money actually spend money on these expensive 6 figure EVs?

    Tech workers are the main supporting area of BEVs and that is the growth area of high middle-income folks, not the wealthy. As such, I think you are overestimating how many of the 1% class will embrace BEVs.

    Selling BEVs to the ultra-conservative 1% crowd is a much bigger challenge than selling to the high-tech crowd.

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    2 hours ago, David said:

    So how do you make the extreme wealthy that is far more conservative and not the ones to spend money actually spend money on these expensive 6 figure EVs?

    Tech workers are the main supporting area of BEVs and that is the growth area of high middle-income folks, not the wealthy. As such, I think you are overestimating how many of the 1% class will embrace BEVs.

    Selling BEVs to the ultra-conservative 1% crowd is a much bigger challenge than selling to the high-tech crowd.

    Not really, and by 2030 all S-classes, Maybachs, Rolls-Royces, Bentleys, etc will be electric.  The rich will buy them and probably like them more because they will be quieter and more powerful than those vehicles with gas engines.  And the bulk of BMW and Mercedes sales are in the $50-80k range so if they have EV's priced there that is nothing new for their consumer base.  

    I want to know how many people are buying a $60k Kia EV6, Kia couldn't sell a full size luxury sedan for $60k, now they want to sell a small crossover for that much.  

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    14 hours ago, smk4565 said:

    Not really, and by 2030 all S-classes, Maybachs, Rolls-Royces, Bentleys, etc will be electric.  The rich will buy them and probably like them more because they will be quieter and more powerful than those vehicles with gas engines.  And the bulk of BMW and Mercedes sales are in the $50-80k range so if they have EV's priced there that is nothing new for their consumer base.  

    I want to know how many people are buying a $60k Kia EV6, Kia couldn't sell a full size luxury sedan for $60k, now they want to sell a small crossover for that much.  

    INFLATION!!!

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    On 1/10/2022 at 10:27 AM, smk4565 said:

    G-Wagen had an all time global sales record in 2021.  It’s more popular than ever.

    And still sells in abysmal numbers. 

    That's the point. 

    It isn't a bad vehicle because its sales numbers are abysmal. 

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    On 1/7/2022 at 9:08 AM, surreal1272 said:

    Did you actually READ why it's being discontinued? It's not because of sales.

    https://carbuzz.com/news/ford-edge-and-lincoln-nautilus-are-dead-after-2023

     

    Stop posting half truths.

    The Nautilus and Edge sell reasonably well.  They were supposed to move to the Explorer platform. I wonder if that plan has been shelved.  They would have been moved to the Chicago assembly plant. 

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    10 hours ago, ccap41 said:

    And still sells in abysmal numbers. 

    That's the point. 

    It isn't a bad vehicle because its sales numbers are abysmal. 

    It outsold all of Rolls-Royce, Ferrari, Lamborghini and Bentley combined.  And while not quite in their price tier, they are selling for $150-200k (probably more with dealer markups) and easily the best selling vehicle in that price category.

    6 hours ago, Drew Dowdell said:

    The Nautilus and Edge sell reasonably well.  They were supposed to move to the Explorer platform. I wonder if that plan has been shelved.  They would have been moved to the Chicago assembly plant. 

    For a couple years they have said they would die at the end of this life cycle.  I imagine Ford will put a mid-size electric SUV out instead, but if a Mach-E is $45-65k range, are we talking $55-75k for the mid-size and $65-85k for the Explorer EV?   I don't see a big market for $75,000 Explorers.  So they have to get cost out to make any of this plan work. 

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    8 minutes ago, smk4565 said:

    It outsold all of Rolls-Royce, Ferrari, Lamborghini and Bentley combined.  And while not quite in their price tier, they are selling for $150-200k (probably more with dealer markups) and easily the best selling vehicle in that price category.

    For a couple years they have said they would die at the end of this life cycle.  I imagine Ford will put a mid-size electric SUV out instead, but if a Mach-E is $45-65k range, are we talking $55-75k for the mid-size and $65-85k for the Explorer EV?   I don't see a big market for $75,000 Explorers.  So they have to get cost out to make any of this plan work. 

    I think the low end Explorer EV will overlap the high end Mach-E.

    $75k Explorers are called Aviators and they’re selling well.

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    44 minutes ago, Drew Dowdell said:

    I think the low end Explorer EV will overlap the high end Mach-E.

    $75k Explorers are called Aviators and they’re selling well.

    But a Lincoln version of a Mach-E would add say $10,000 and be in that $55-75k range and a Corsair size vehicle.  The Aviator is like $20k over a Corsair, and Aviator EV could be $90,000.

    Aviator sold 20,924 units in 2021 down 9.3%.  

    MDX 60,057. up 26.8%

    GLE 48,154 up 35%

    X5 60,725 up 19.9%

    Lexus GX 32,509 up 14% 

    Q7 25,362  0% change

    XT6 20,662 down 8.6%

    So I wouldn't really say the Aviator sells well, 7th place in it's segment, mainly because Infiniti is a mess and Genesis is new, they might overtake the Aviator next year.

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    2 minutes ago, smk4565 said:

    But a Lincoln version of a Mach-E would add say $10,000 and be in that $55-75k range and a Corsair size vehicle.  The Aviator is like $20k over a Corsair, and Aviator EV could be $90,000.

    Aviator sold 20,924 units in 2021 down 9.3%.  

    MDX 60,057. up 26.8%

    GLE 48,154 up 35%

    X5 60,725 up 19.9%

    Lexus GX 32,509 up 14% 

    Q7 25,362  0% change

    XT6 20,662 down 8.6%

    So I wouldn't really say the Aviator sells well, 7th place in it's segment, mainly because Infiniti is a mess and Genesis is new, they might overtake the Aviator next year.

    The Aviator can be optioned well into the 90s. I’m not terribly worried about year over year sales since Covid started, there’s far too many outside factors to make any one manufacturer have a valid data point. 
     

    That said, 20k luxury Explorers selling at prices over the previous generation Navigator is a win for a damaged brand like Lincoln.

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    43 minutes ago, Drew Dowdell said:

    The Aviator can be optioned well into the 90s. I’m not terribly worried about year over year sales since Covid started, there’s far too many outside factors to make any one manufacturer have a valid data point. 
     

    That said, 20k luxury Explorers selling at prices over the previous generation Navigator is a win for a damaged brand like Lincoln.

    Maybe that is a win for Lincoln, but it isn't a win against any of the competitors, most of which are seeing double digit increases while the Aviator and XT6 are declining.  Cadillac kind of has an excuse, they phoned it in early on the XT6, Lincoln actually tried on the Aviator.    

    The Toyota Highland also outsold the fleet heavy Ford Explorer last year.  I remember when Ford sold over 400k Explorers a year in the 90s, before any of them were cop cars; they sold 219,000 last year, in a market that is larger than it was in the 90s.   The Aviator also had better sales numbers in 2003 and 2004 than it did last year or in 2020.   These guys just let the competition walk all over them.  

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    5 hours ago, smk4565 said:

    Maybe that is a win for Lincoln, but it isn't a win against any of the competitors, most of which are seeing double digit increases while the Aviator and XT6 are declining.  Cadillac kind of has an excuse, they phoned it in early on the XT6, Lincoln actually tried on the Aviator.    

    The Toyota Highland also outsold the fleet heavy Ford Explorer last year.  I remember when Ford sold over 400k Explorers a year in the 90s, before any of them were cop cars; they sold 219,000 last year, in a market that is larger than it was in the 90s.   The Aviator also had better sales numbers in 2003 and 2004 than it did last year or in 2020.   These guys just let the competition walk all over them.  

    Cop fleet is not cheap like rental fleet is. And most governments aside from the Feds and States don’t have the buying power to get any significant discount. So the municipality I work for pays roughly $50k for a cop version of an Explorer ST before it goes to the outfitters.

     Those old numbers you’re looking at were also when those vehicles were a lot less expensive. Lincoln struggled to get sales back then because their vehicles were so low effort. The Aviator today is much more bespoke for Lincoln than the old one which was just a hood and tailgate swap. 

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    14 hours ago, Drew Dowdell said:

    Cop fleet is not cheap like rental fleet is. And most governments aside from the Feds and States don’t have the buying power to get any significant discount. So the municipality I work for pays roughly $50k for a cop version of an Explorer ST before it goes to the outfitters.

     Those old numbers you’re looking at were also when those vehicles were a lot less expensive. 

    Cop cars is probably a profitable business, but my point more was if you take our the fleet sales, the retail demand doesn't look so great for the Explorer, compared to others in the segment.

     

    DING, DING, DING! on vehicles were a lot less expensive.  This is my point with these EV's, too expensive.  Explorer sales are 50% what they were 20 years ago, so if Ford makes it electric, and jacks the price up more, do sales get cut in half again?  Not sure how that is a long term plan for success, you can't charge Tesla prices for a Ford.

    We'll see how GM does, if they can deliver on a $30k Equinox, maybe they can have something affordable that isn't too expensive for the market.

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    3 minutes ago, smk4565 said:

    Cop cars is probably a profitable business, but my point more was if you take our the fleet sales, the retail demand doesn't look so great for the Explorer, compared to others in the segment.

     

    DING, DING, DING! on vehicles were a lot less expensive.  This is my point with these EV's, too expensive.  Explorer sales are 50% what they were 20 years ago, so if Ford makes it electric, and jacks the price up more, do sales get cut in half again?  Not sure how that is a long term plan for success, you can't charge Tesla prices for a Ford.

    We'll see how GM does, if they can deliver on a $30k Equinox, maybe they can have something affordable that isn't too expensive for the market.

    Then based on your statement here Mercedes-Benz will FAIL since they are producing way too expensive BEVs.

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    1 hour ago, smk4565 said:

    Cop cars is probably a profitable business, but my point more was if you take our the fleet sales, the retail demand doesn't look so great for the Explorer, compared to others in the segment.

     

    DING, DING, DING! on vehicles were a lot less expensive.  This is my point with these EV's, too expensive.  Explorer sales are 50% what they were 20 years ago, so if Ford makes it electric, and jacks the price up more, do sales get cut in half again?  Not sure how that is a long term plan for success, you can't charge Tesla prices for a Ford.

    We'll see how GM does, if they can deliver on a $30k Equinox, maybe they can have something affordable that isn't too expensive for the market.

    The Ford v GM question is going to come down the the EV platform. GM appears to have the edge here (pun intended) because their Ultium system looks significantly more flexible and scaleable 

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    21 hours ago, smk4565 said:

    Maybe that is a win for Lincoln, but it isn't a win against any of the competitors, most of which are seeing double digit increases while the Aviator and XT6 are declining.  Cadillac kind of has an excuse, they phoned it in early on the XT6, Lincoln actually tried on the Aviator.    

    The Toyota Highland also outsold the fleet heavy Ford Explorer last year.  I remember when Ford sold over 400k Explorers a year in the 90s, before any of them were cop cars; they sold 219,000 last year, in a market that is larger than it was in the 90s.   The Aviator also had better sales numbers in 2003 and 2004 than it did last year or in 2020.   These guys just let the competition walk all over them.  

    Seems your data is a failure as Lincoln has surpassed sales in the US in China. Lincoln is alive and well and even Ford products that you have bashed here are selling like crazy in China.

    Lincoln China Sales Figures (carsalesbase.com)

    Lincoln Now Sells More Product in China Than U.S. - The Truth About Cars

    Lincoln's China sales top U.S. for 1st time | Automotive News (autonews.com)

    Ford China Year-to-Date Sales Grow 11%, Driven by Record Lincoln Sales | China | English | Ford Media Center

    Seems Chinese love the Current Lincoln Styling compared to many European styling.

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    1 hour ago, David said:

    Seems your data is a failure as Lincoln has surpassed sales in the US in China. Lincoln is alive and well and even Ford products that you have bashed here are selling like crazy in China.

    Lincoln China Sales Figures (carsalesbase.com)

    Lincoln Now Sells More Product in China Than U.S. - The Truth About Cars

    Lincoln's China sales top U.S. for 1st time | Automotive News (autonews.com)

    Ford China Year-to-Date Sales Grow 11%, Driven by Record Lincoln Sales | China | English | Ford Media Center

    Seems Chinese love the Current Lincoln Styling compared to many European styling.

    The German brands each sell about 700,000 units per year in China.    Lincoln is about 600,000 units a year behind, a non-factor.

    And Mercedes EV's aren't too expensive, their full size EV sedan costs less than their gas full size sedan.  

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    2 hours ago, smk4565 said:

    Explorer sales are 50% what they were 20 years ago,

    LOT more SUV competition now- Explorer was the 'it' SUV in the '90s.
    Try looking at Ford's SUV volume 20 yrs ago vs. 2019.

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    43 minutes ago, balthazar said:

    LOT more SUV competition now- Explorer was the 'it' SUV in the '90s.
    Try looking at Ford's SUV volume 20 yrs ago vs. 2019.

    Explorer was the "it" SUV, but now it is the Rav4 and Highlander.  Ford lost their edge (and will lose the Edge next year).  The Jeep Grand Cherokee was popular in the 90s, still is today, they were able to maintain with new competition.  

    Side note on that Ford sold over 400,000 Taurus's a year in the 90s, Fusion and Taurus both gone now.  Camry became the #1 selling car I believe in the 90s, in 2021 it was the #1 selling car.  So others have maintained their leadership.

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    It's all statistics.

    Volume chasers are going to flood every segment, pushing for mainstream volume (toyoter, mercedes, etc). Other Companies are focusing more on future/profitable segments rather than mere volume.

    It's not like the RAV4 is a compelling vehicle, people just buy them for some reason. Look at the corolla- absolutely bottom of the barrel, people keep buying it.

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