03-06-2024, 03:07 PM | #1821 |
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A lot of people want a Lightning. But only about half as many as Ford originally thought. They are now producing 1,600 per week, not 3,200. Still amounts to about 80,000 per year. Better than Mustang numbers.
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03-06-2024, 03:08 PM | #1822 |
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Ford sold as many EV Lightnings last year as Chevy sold Camaros in 2022. Camaro beat it in 2023 but that was a one year bump because of the end of the production.
I'm glad to hear Fisker is working with one of the big OE's. |
03-06-2024, 04:07 PM | #1823 | |
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How many did they sell last year? My dealership contact says they can't give them away and its a nice truck |
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03-06-2024, 04:21 PM | #1824 | |
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My point is only that it seems dumb to go after a market where an already really nice vehicle only sold 24,000. If the market quadrupled and they got half its still not very many |
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03-06-2024, 08:02 PM | #1825 |
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Ford sold over 750,000+ F150's last year which I know you're aware of. Let me repeat that for you though...750,000+ F150's. Lightning sales was roughly only 3% of that total. And I just wonder how many of that 3% had buyer regret soon after? I'm not the smartest guy but that's a pitiful for a vehicle that you claim so many want. Now if you're referring to the svt lightning then I stand corrected...🤣
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03-06-2024, 11:20 PM | #1826 | |
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03-07-2024, 10:55 AM | #1827 | |
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FWIW - I’m about 30’ from one of Ford’s top product planners as I type this.
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03-07-2024, 11:05 AM | #1828 | |
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I don't think Tesla was ever a threat to the pickup truck market even with an EV. Certainly not the Cybertruk. Ford was first to market with anything resembling a full-size gas pickup. Do you think they just wanted to be first, or were they hedging against a real threat (if so, what?) Losing their ass...I'm sure development costs for the Lightning were huge. At some point those costs are recovered. What does that look like for Ford? Isn't the thought that once all these huge startup costs are paid for that EV's are ultimately cheaper to manufacture than their gas counterparts? |
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03-07-2024, 11:31 AM | #1829 |
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IMO the Cybertruck is to pickups what the Hummer was to SUV's. In other words, scant few people are going to cross shop a Lightning and Cybertruck. So I don't know what they expected to blunt.
Also IMO, product planners and executives work in an echo chamber. Groupthink takes over and the herd, convinced they are all brilliant, moves in an unfortunate direction. Either that or there is pressure from on high and nobody dares step in front of the train that is headed for derailment. I've been in both rooms. |
03-07-2024, 11:37 AM | #1830 |
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This is an assumption, but I don't think any Product owner for Ford ever envisioned a utilitarian truck shopper to cross-shop a gas and EV full-size pickup. I think Ford envisioned the Lightning would appeal to the majority of pickup truck buyers who want a high-riding full-size sedan with a 5' open bed so they can buy a big TV at costco and the occasional potted plant from a nursery.
The work truck makes some sense. Look around a modern construction site and a full-size pickup is often used as a tool to keep someone warm while they make phone calls. |
03-07-2024, 01:20 PM | #1831 | |
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Is there any talk of US manufacturers pursuing battery swapping? One of the China companies does it. I imagine there'd have to be an American consensus standardized pack size or two, to cover luxury and premium crossovers, and other segments use dc charging or back off from BEV. |
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03-07-2024, 02:24 PM | #1832 | |
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When Tesla announced Model X people laughed at the Falcon doors and otherwise ignored them. Model X ate X7 lunch. When Tesla launched Model 3 people paid more attention. It still ate 3-Series, C-Class, and A3/5 lunch. When Tesla launched Model Y people paid a lot of attention and it is still eating everyone’s lunch. When Tesla revealed Cybertruck it was aimed directly at the D3 family jewels. They paid attention and developed Lightning and Silverado EV to protect the family jewels. Now that Cybertruck is here it’s pretty easy to say “meh, there wasn’t really anything to worry about”. But after watching what happened when OEMs ignored the Model S and Model X, they weren’t going to take any chances. Tesla had all intention of being the 1st EV truck. Because of Rivian, Ford and GM actually addressing the threat head on, and Tesla’s self-inflicted wound of being 2 years late to market, they were 4th, not 1st. Had they launched on time they would have been second to Rivian. Most of the development costs associated with Lightning should be transferable to future Ford EV product. What is NOT transferable is manufacturing plant infrastructure. For that I give Ford credit for cancelling the second shift and even more so for putting the brakes on capacity installation at Blue Oval campus. That campus can now be targeted to manufacture of other EVs. Same with GM Orion (Silverado EV plant #2).
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03-07-2024, 02:45 PM | #1833 |
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What am I now your research assistant for the green agenda? Find your own statistics. The article I linked indicates they pay an overall rate of 45%. More than most other industries, especially compared green energy providers.
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03-07-2024, 04:20 PM | #1834 | |
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The work truck makes a lot of sense especially if you consider that often the site manager is the primary user of the work truck. Add to it the capability to power small tools and it makes an attractive package.
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