This is Autoline Daily, the show dedicated to enthusiasts of the global automotive industry.
CHRYSLER AIRFLOW CONCEPT SHOWCASES NEW TECHNOLOGY
Looks like there could be hope for the Chrysler brand after all. Yesterday Stellantis laid out its plans to become a software powerhouse and generate €20 billion a year in revenue from monetizing data and selling subscription services. To showcase these technologies it rolled out a concept car called the Chrysler Airflow. It’s a 4-door electric CUV with the instrument panel decked out with screens available to drivers and passengers. What we found so interesting is that Stellantis decided to use the Chrysler brand to showcase this technology. Chrysler, as you know, is down to only two models. The minivan and the 300 sedan. We wondered if the brand was going to survive. So this Airflow concept suggests that the Chrysler brand is going to get a better lineup of vehicles.
STELLANTIS WILL IMPROVE BRANDS WITH OTA UPDATES
And as part of its software onslaught, Stellantis wants to improve the character of its brands with over-the-air updates. It is separating hardware development from software development to make changes more quickly. Though the company didn’t reveal much, it said Dodge owners would be able to pay for performance updates that would instantly give them more horsepower. Alfa Romeo owners would get updates that enhance the sportiness of their cars. And Ram owners would get updates to increase the payload capability of their trucks.
CHRYSLER DIPS INTO ITS PAST FOR CONCEPT NAME
OK, back to that Airflow for a minute. Or, at least the name. No doubt most of you know that the name comes from the Chrysler Airflow that was in production from 1934 to 1937. It tried to capture the trend in Art Deco design and streamlining. But the public thought it was an ugly car, so it never caught on, and they sold less than 30,000 of them.
AUTOMAKERS GOING RIGHT TO THE SOURCE FOR CHIPS
Here’s another wrinkle to the chip shortage that we haven’t covered much. Automakers were relying on their Tier 1 suppliers to secure chips for them, but as we know, for a number of reasons, that didn’t happen. And now Stellantis CEO Carlos Tavares says it’s hurting the relationship between automakers and suppliers. So, automakers are bypassing their Tier 1 suppliers and going right to the source: the chip makers themselves. They’re signing long-term contracts to make sure they don’t run short again. Yesterday, Stellantis announced a new deal with Foxconn and today BMW announced it’s working directly with two chip makers, INOVA Semiconductors and GlobalFoundries. You may remember Ford also recently signed a deal with GlobalFoundries. BMW says its chip deals will help it secure several million semiconductors per year and they’re going to be used in the all-electric iX SUV, which went on sale last month.
GM OPENS 1ST BRIGHTDROP DEALERSHIP
General Motors just took a big step forward with its BrightDrop electric commercial van business by opening its first dealership in California, located just outside of Los Angeles. But what’s fascinating to us is GM is not using existing Chevrolet or GMC dealerships for BrightDrop. EVen though GM dealers can apply, Brightdrop will use standalone facilities and a separate franchise agreement. GM plans to deliver the first BrightDrop vans to customers this month.
HYUNDAI INVESTING IN INDIA
India is in the news again today. Hyundai announced it will launch 6 electric vehicles there by 2028, and the first will hit the market next year. EVs account for less than 1% of sales in India, but the country wants to boost that to 30% by the end of the decade.
HYUNDAI & KIA EV RANGES REVEALED
Speaking of Hyundai’s EVs, the IONIQ 5 is being rated at an EPA estimated 303 miles of range for single motor RWD versions. Dual motors and AWD drive knock that figure down to 256 miles. On the flip side, the Kia EV6, which shares the exact same platform and powertrain, is rated at 310 miles for rear-drive models and 274 miles with AWD. Those figures are competitive with other new electric crossovers, like the Tesla Model Y and Ford Mustang Mach-E.
RENAULT ZOE EARNS 0-STAR CRASH RATING
But not all EVs are created equal when it comes to safety. The Euro NCAP crash tested several new models and the results are quite stark. The BMW iX, Ford Mustang Mach-E, Mercedes EQS and even the NIO ES8 received an overall 5-star rating. But vehicles, like the entry-level Dacia Spring EV, received a 1-star, while the Renault ZOE couldn’t even muster a single star. Back in 2013, the ZOE earned a 5-star rating, so it goes to show the tests have gotten tougher over time. Even so, the Euro NCAP says it’s only given out a 0-star rating two other times.
FORD MAKING PARTS FROM RECYCLED OCEAN PLASTIC
Say, what if automakers could get the raw materials to make cars simply by fishing garbage out of the oceans? Ford says it’s the first automaker to make parts made from 100% recycled ocean plastic. The first application is the wire harness clips on the Bronco Sport. Ford says it’s just as strong and durable as plastics made from oil-based parts but the recycled plastic is 10% cheaper and needs less energy to produce. In the future, Ford plans to use more parts made from recycled ocean plastic, including transmission brackets, wire shields and floor side rails.
FORD MAKES BIG INVESTMENT IN THAILAND
And in other Ford news, the automaker announced it’s investing $900 million in Thailand to build the next-gen Ranger and Everest SUV. The money will be used to update two plants and improve the supply chain in the country. The two models will be sold in Thailand and exported to other markets. The new Ranger launches in the middle of next year but Ford did not reveal when the new Everest will launch. And with the popularity of the Everest in other markets, we wonder if it’s possible Ford will bring the Everest to the U.S.? Let us know what you think?
NEV SALES SOAR IN CHINA
Sales of New Energy Vehicles are soaring in China. That includes BEVs, PHEVs and hybrids. The China Passenger Car Association says NEV sales were up 121% last month compared to a year ago and that China is on track to sell 3.3 million NEVs by year end. Tesla’s production in China dropped slightly from October, but it still sells more BEVs there than anyone else. Tesla made almost 53,000 Model Ys and 3s in Shanghai and exported just over 21,000 of them to other countries, mainly in Europe.
Elon Musk says the U.S. government should drop all EV subsidies. In fact, he wants Congress to drop President Biden’s infrastructure plan, saying the federal budget deficit is insane. But the LA Times points out that Mr. Musk received nearly $5 billion in government subsidies for Tesla, Space X and Solar City. So, is the attack on subsidies wise words from a business tycoon, or the height of hypocrisy? That’s one of the top topics for Autoline After Hours tomorrow. So join John and Gary for some of the best insights into what’s going on in the automotive industry.
And that brings us to the end of today’s show. Thanks for joining us and we’ll be right back here again tomorrow.
Share
Permalink
Comments (21)
December 8th, 2021 at 12:30 pm
It is great that Ford is making an effort to clean out and recycle all those floating islands of plastic in our oceans!
I would like for Ford to offer the Everest SUV in North America.
What is the manufacturing cost differential for OEM’s to produce and maintain parts for both Left and Right drive vehicles? It would be much simpler if all vehicles and nations agreed on one or the other.
December 8th, 2021 at 12:48 pm
@1 – Regarding harmonization of left and right hand drive markets, thank “ship” sailed over 100 years ago. Today, nearly all RHD markets are island nations. A few Caribbean nations have a mix of LHD and RHD vehicles on RHD roads. The locals can manage it, but tourists create havoc.
As for the Ford Everest, I suspect it provides little incremental sales within Ford’s NA portfolio that already has plenty of overlapping CUVs and SUVs.
Regarding Elon’s plea to eliminate EV subsidies, it is hypocritical… if not for the subsidies he relied upon to establish Tesla, but for his “altruistic” claim that he only created Tesla to stimulate the EV revolution and has no issue if it succumbs to competitive EVs.
December 8th, 2021 at 1:12 pm
2 Sweden switched in 1967, and it was apparent when I was there in 1996 that they used to drive on the left, from the geometry of on ramps that had become off ramps, etc. It made sense to switch, but would have been a major undertaking, even 50 years ago.
December 8th, 2021 at 1:20 pm
OTA updates for payload capacity increases? You don’t increase payload with software. Payload increases need to match with the hardware such as axles, frames, brakes, suspension, body mount bushings etc… Those are not updated via software. So what Chrysler is really doing is throttling their engine performance and making the customer pay additional to “unlock” what is already there. What a stupid trend in the auto industry. I hope this idea fails and costs stellantis billions.
December 8th, 2021 at 1:42 pm
#2. Drew, almost all the countries that drive on the left side are former British colonies. Japan drives on the left because a century ago it copied so many things that England did.
December 8th, 2021 at 1:58 pm
5 Yep, India, the 2nd most populous country on the planet drives on the left, along with Pakistan and others. There may not be much border crossing, like with China. I don’t know. Does anyone here know what border traffic is like there?
December 8th, 2021 at 2:17 pm
John, yes, I am aware of the British colonial influence on RHD (a.k.a. Driving on the left side of the road). I recall ALD had an occasional educational segment. LHD v. RHD could be a great topic, including an explanation of how boats retained RHD.
December 8th, 2021 at 2:22 pm
@2:”nearly all RHD markets are island nations”
At least 2 billion people live in RHD countries which are not islands, many more than live in island RHD countries: India has 1.4 billion inhabitants, Pakistan 220 MM, southeastern Africa (from Kenya down to South Africa and Namibia 200 MM, and Nigeria 200 MM.
December 8th, 2021 at 2:26 pm
@6: there is little cross-border traffic since the Himalayan Mountains are hard to navigate
December 8th, 2021 at 2:29 pm
@2, 8: and then there is RHD non-island Thailand with 70 million inhabitants.
December 8th, 2021 at 3:00 pm
7 I, too, had wondered why most boats are RHD. It doesn’t make much difference either way, but there must be a reason.
9 Yeah, I guess those Himalayas could reduce the amount of traffic.
December 8th, 2021 at 3:28 pm
4 Could not agree with you more. Any manufacturer who is going to release a car with half capability and charge more to release its full capacity is teetering on unethical grounds. Even if they don’t go under I hope that enough hackers release work-arounds that disseminate those projected OTA update profits.
They will quickly learn that consumers will jail break there car just like thousands of other software’s before them.
Personally I would avoid a vehicle brand that does this for that reason alone.
December 8th, 2021 at 3:28 pm
12 Their car sorry!
December 8th, 2021 at 4:08 pm
11) Boat consoles are on the right side as a result of early boats were oar driven. Not an or as we know it,…maybe better called a steering board. Since most people were right-handed, the oar was mounted on the right side near the stern.
Another reason has to do with prop torque. The torque can lower the port side as much as 5 degrees. Now that’s moot due to trim tabs.
Many boating rules and nomenclature has been derived from this simple event
December 8th, 2021 at 4:20 pm
@14 Interesting, I had no idea about that.
It is called “path dependence”. An interesting one is why the Space Shuttle Solid Rocket Boosters were limited in width to 4 feet 8.5 inches because of the width of the behinds of two horses during teh Roman Empire:
https://www.linkedin.com/pulse/4-feet-85-inches-space-shuttle-horses-ass-william-batch-batchelder/
December 8th, 2021 at 4:37 pm
14 Interesting. I was thinking the prop torque could be part of why boats were RHD.
December 8th, 2021 at 4:47 pm
There is something about Stellantis’ “software onslaught”. The subscriptions are designed to hook purchasers into subscribing to updates year after year after year, guaranteeing that the manufacturer will continue dipping into our pocket long after the original vehicle purchase. This is completely unacceptable, as I can imagine not one in a hundred FCA sales types mentioning that you’ll be paying for this car long after the payment book has been exhausted. This will NOT be a good surprise for buyers in the 73rd month of ownership!
December 9th, 2021 at 7:18 am
While it’s obviously significant that the Chrysler brand was selected to showcase some Stellantis technology, it’s equally evident that their last standout era was the 90s.
It’s hard to imagine a more anodine look, both inside and out. Instantly forgettable
Good to see Ford investing in its global footprint.
Incidentally, concerning EVs in India, while electric two and three-wheelers are taking off there, their conventionally powered siblings are now seriously tanking.
I don’t think we’re many years out from this effect being reproduced in the European and Chinese automotive markets. Sales of pure EVs were around 20% [!] in Germany and the UK last month.
December 9th, 2021 at 8:15 am
15 America has had as many as 20 different railroad widths in its history. Maybe somewhat related to Roman empire but more likely Wagon widths of England.
A wider track would be safer and more stable but will likely never happen.
https://www.truthorfiction.com/railwidth/
December 9th, 2021 at 8:22 am
16 Found this interesting; Yes steering oar was placed on the right simply because most sailors were right-handed. Sailors began calling the right side the steering side, which soon became “starboard” by combining two Old English words: stéor (meaning “steer”) and bord (meaning “the side of a boat”).
As the size of boats grew, so did the steering oar, making it much easier to tie a boat up to a dock on the side opposite the oar. This side became known as larboard, or “the loading side.” Over time, larboard—too easily confused with starboard—was replaced with port. After all, this was the side that faced the port, allowing supplies to be ported aboard by porters.
December 9th, 2021 at 10:00 am
19 I learned the meanings of port and starboard when in the navy, but never knew the origon of the terms. Interesting.