Tesla is out selling the ID3 and ID4 combined by 1.7xviewtopic.php?p=408839#p408839
The ID3 and ID4 are VW's answer to Tesla and they are not selling well. That is a huge red flag for VW and its investors.
Sure if you include all manner of legacy Frankenstein stuff you can argue that legacy is going great, but these are old and tired vehicles, it is the comparison to the new stuff that matters.
As things are we have Tesla on the earnings call saying, demand is off the scale, they can sell every car they can produce. The performance of outselling the ID3 & ID4 combined with no European manufacturing is an extraordinary achievement and suggests, at least to me, that with German made Tesla's available that out performance would jump.
Yes, the delay in Berlin if it happens is disappointing, but I suspect it will only increase pent up demand and I expect Tesla cars to continue to be reduced in price as Tesla increase their manufacturing efficiency, adding to their market advantages of having the only credible car for the 21st century. If the model 3 was not sought after it would not have dethrone the BMW competitor to make the 3 the most sought after premium car in its class.
Other than the glowing reports from various consumer publications about how good the ID3 and ID4 are I have seen no support from the folk who have street cred in terms of what is good from a practical and engineering perspective. Indeed Munro has noticeably cooled on his previously poor opinion of the ID4 he tried.
I expect ICE prices to be buoyant until the day when they are not. As things are most potential car buyers have no clue about BEV and the ones I meet regularly speak about limited range and the fear of being stuck somewhere. However, at some point this is going to switch and ICE will not recover when reality hits home. There was a very similar phenomenon when diesel cars first arrived, many didn't want them and then they became the cars of choice of many motorists. I expect BEV to do the same although without the kick back that hurt diesel after the politicians decided that diesel was not green, although with the ad-blue systems, diesels are very clean.