AD #3438 – OEMs Prepare for Possible Recession; Foreign Automakers Uneasy in China; Jeep & Toyota SEMA Concepts

October 31st, 2022 at 12:00pm

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Runtime: 10:33

0:08 OEMs Prepare for Possible Recession
1:16 China Auto Industry Back to Boom Times
1:43 Foreign Automakers Uneasy in China
2:26 China Faces Possible EV Price War
3:56 Jeep & Ram Unleash SEMA Concepts
5:07 Toyota Pumps SEMA Performance into Supra, 86 & GR Corolla
6:15 Jeep Crowd-Sources New Name for New Jeep
7:42 Ford & GM Struggle to Meet IRA EV Incentives
8:39 Car Prices Start to Ease–Somewhat
9:28 Porsche Subscriptions Only Gets 2,000 Subscribers

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22 Comments to “AD #3438 – OEMs Prepare for Possible Recession; Foreign Automakers Uneasy in China; Jeep & Toyota SEMA Concepts”

  1. rick Says:

    want a price war to break out in america, stop buying

  2. Marshy Says:

    I understand that US epa laws pretty much scuttle any engine mods these days. If this is true, what’s the point of Toyota showing us power mods if they are not street legal?

  3. Jim Haines Says:

    Not possible to lower prices but so much as the reckless spending and attack on energy Biden and cronies have done there is no way to lower prices of anything

  4. Jim Head Says:

    The Jeep Sogladiator.

  5. John McElroy Says:

    #2. OEMs can offer engine mods for off-road applications, such as racing. But automakers can offer on-road mods as long as they meed emission standards.

  6. Wim van Acker Says:

    @3 Reckless spending:

    Government Debt
    Increase [BB $]
    2017 $ 671
    2018 $1,271
    2019 $1,203
    2020 $4,226
    2021 $1,484

  7. Wim van Acker Says:

    @6 unfortunately, reckless spending has been practiced and normalized by all administrations since 2000.

  8. GM Veteran Says:

    How about Wagoneer-ish?

    Given the small drop in new and used car pricing, I’m thinking it could be due more to a slight change in the model sales mix rather than a real drop in price or increase in incentives.

  9. Kit Gerhart Says:

    Maybe Jeep’s calling that concept a Wagoneer was inspired by Land Rover’s calling the Ford Escape-like Evoque a Range Rover.

  10. GM Veteran Says:

    Since its a clean sheet design and looks nothing like the Wagoneers, its a really good opportunity to debut the next great Jeep model name or revive one from the past. How about Jeep Hurricane or Tornado after the long-running engine names? Or Dauntless, another engine name. Or convert the Overland trim level to a model name (as Chevy did with Silverado). Or Golden Eagle, a popular appearance package. Or Tuxedo Park, a long-running luxury package name. Or use Briarwood or Pioneer, two trim levels from the 80′s. And, of course, they could always bring back Honcho – which kind of indicates the model’s top dog status.

  11. MERKUR DRIVER Says:

    10) Don’t leave out the Wagoneer Super edition. That was the precursor to the Grand Wagoneer and is both a trim name that sticks with the S letter and is in the wagoneer lineage.

  12. Mike Nassour Says:

    Only about 2000 Porsche suckers, er, customers, have signed up for subscription services? That’s about 2000 too many. This crap needs to be stopped NOW. I’m betting that Porsche will quietly close it as well. After all, who really thinks that someone wanders into a Porsche showroom thinking “Oh Boy, if I buy one of these I can pay monthly for heated seats!”

  13. GM Veteran Says:

    12 – You are thinking of a different subscription program, (and I completely agree with you on that!). The program they are referencing is one where you pay a monthly amount and can then pick the vehicle you want to drive from a selection of models. They have two price levels to choose from, which allows you to choose from their lower priced models, or their higher priced models. You can switch vehicles a pre-determined number of times per month or year. Its an interesting idea, but would seem to be very hard for Porsche to coordinate. A few other automakers announced similar programs and most have closed them down. Porsche may have the only one still active today.

  14. GM Veteran Says:

    11 – I almost included the Super Wagoneer, but I think they should get away from the Wagoneer name. Two versions is enough, in my book.

  15. FSTFWRD Says:

    @12 Mike. why do you think it needs to stop? If people want to spend their %%, let them.

  16. Kit Gerhart Says:

    The Porsche subscription thing could be a money saver for some people. Instead of buying a 911, a Taycan, and a Cayenne, you could switch between them with one subscription.

  17. Lambo2015 Says:

    13,16 Yeah I would like to see the median income of those 2000 Porsche subscribers. I’m guessing they are very wealthy people that could likely afford to buy a couple exotics but maybe see the advantage of not having to service, store and insure multiple vehicles. Question is can Porsche really make any money with a service like this for only 2000 subscribers? Especially if they are spread out over a large area.

    I believe Jeep and Ram are smart for working on a plug n play EV conversion kit. Especially for the Wrangler. With so many aftermarket parts available a person can essentially build a Jeep with purchased parts. Same goes for old mustangs. I could see the restoration shops really embracing a system like this as I’ve already watched a few Tesla powertrain swaps being done on classic muscle cars. I could certainly see someone planning to do a restomod considering the EV platform. Those vehicles dont typically see much driving and are often trailered to shows so a EV powertrain could be a good alternative. Not sure there will be much market for a Ram EV swap tho.

  18. Kit Gerhart Says:

    17 Porsche has 15 US subscription locations, about half of them in California.

    https://www.porsche.com/usa/accessoriesandservices/porschedrive/subscription/

    From my experience with Porsche club events, I am at the “poor” end of Porsche owners in wealth. A lot of the people have multiple Porsches, many of them much more expensive than my Cayman. I’d think some of them would be prospects for the subscription thing, if available in the area.

  19. ChuckGrenci Says:

    My take on subscription services are for wealthy people who are generally not car people but use vehicles as ‘appearance’ conveyances. They may appreciate cars but really don’t want them long term (as collectors) whether they can afford them or not.

  20. MERKUR DRIVER Says:

    16) If I had the money, it would not be a bad thing for where I live. I could have a 911, cayman for the summer months and a Cayenne or Panamera AWD for the winter months. Would at least save me from storing a car in my garage all winter. Ultimately though it is a lot of money for these subscriptions so you would have to already be in that porsche ecosystem to make the numbers work.

  21. Kit Gerhart Says:

    Seeing the prices, the Porsche subscription looks like a very expensive “convenience.” It’s $3600/month for the one where you can switch car models. I don’t know about Cayenne and Macan, but base Caymans like mine hold their value pretty well, as I think 911s do.

    According to KBB, the trade-in value of my Cayman is close to what it cost new 4 years ago. If I sold it now, my cost of ownership would be ~$200/month, while a subscription for a Cayman is $2000/month.

  22. MERKUR DRIVER Says:

    21) Yeah. It only really makes sense for those that would have leased a Porsche anyhow. Definitely not for someone that would keep it for a period of time. You can almost justify the added fee for the convenience of switching cars….Almost. I still couldn’t justify it. For the few that are taking Porsche up on their offer, I am happy it works out for them.