Beursvloer #297 - waar we allemaal met pensioen gaan!

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Op vrijdag 1 oktober 2021 21:24 schreef ludovico het volgende:

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Geloof dat ze ook met cloud business meedraaien. Warren Buffet had er wat centen in geloof ik. Die heeft ook niet de minste track record.

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Alarm mood: VW bosses want to radically rebuild the main plant

Last Thursday, Volkswagen boss Herbert Diess and brand boss Ralf Brandstätter called all 120 top managers together in Wolfsburg for a crisis meeting.

Compared to Tesla and Chinese manufacturers, VW is too expensive and slow, both emphasized. Now it is a matter of taking up the “fight against Grünheide”.

Therefore, the plans for the main plant in Wolfsburg are to be revised and more radical. In order to keep up, old buildings would soon be demolished and new buildings erected.

Thursday evening at 5 p.m. in the factory forum in Wolfsburg. VW boss Herbert Diess and brand boss Ralf Brandstätter stand side by side on the stage. It’s serious. The brand and the group are coming under increasing pressure on the world market. The world’s largest car manufacturer is not only lagging behind its competitors when it comes to electrification and digitization. VW is also losing ground when it comes to productivity. If everything stays the same, so the haunting words of Diess, VW will no longer be competitive.

In the crisis meeting, the duo swore the most important decision-makers to a revolution in Wolfsburg: “We have great responsibility for this location,” says Diess. “We have to accept the new competition.” Diess demands unity in the upcoming challenge. “We need the will to live and a jolt at the location,” he says. What does he mean by that? A radical rebuilding of the main plant in Wolfsburg, an open-heart operation at Volkswagen. According to this, old buildings are to be demolished and new production halls built in order to make processes more efficient.

Tesla, but also the many new Chinese manufacturers, produce cheaper and faster. The quality of their vehicles is getting better and better and has now reached European standards. Consequence: According to auto experts at the Kearney management consultancy, more than 70 percent of Chinese customers have already decided to buy their next premium vehicle from a Chinese manufacturer. Reasons: top quality, affordable price. From their point of view, German models like the ID.4 cannot keep up.

Brandstätter, who is not said to have the very best relationship with the CEO, agrees with Diess in the crisis round: It is urgently necessary that the course in Wolfsburg be set again, according to Brandstätter. Future competition with Tesla’s new Gigafactory will be brutal. The electric car pioneer would set new standards in car production. A Tesla Model 3 is built in ten hours, more than three times as fast as a VW ID.3 in Zwickau. This puts Tesla in a different dimension when it comes to productivity and profitability.

“… don’t let Grünheide destroy our site”
While VW is still doing well on the German market, the deficits are already showing on the world markets. In Germany, VW is among the top 10 with six models, according to Brandstätter. In the EU without Germany, however, there is no longer a single product in the TOP 10.

The great future hope for the Wolfsburg location is the Trinity project: an electric car that is due to hit the market in 2026. Diess makes it clear: “Trinity has to raise the location to a new competitive level, has to revolutionize it. Even with new processes. ”However, the previous drafts for the project do not go far enough for the board. The executive floor demands much more radical solutions to save the Wolfsburg location. Diess: “In the end, it’s also about the jobs that we have here. Mr. Diess, the supervisory board or the employee representatives do not decide on the jobs. The customer decides about this and the customer buys the product that offers more quality, more features for a better price. That is why we have to take up the fight, attack and not let Grünheide destroy our location. “

The fact that Diess likes to turn the cost screw is nothing new at Volkswagen. The fact that he pulls Ralf Brandstätter to the side for his plans is evidence of a learning curve. The brand boss is very popular within the company and maintains a good relationship with the powerful works council. And the revolution in Wolfsburg should only succeed quickly with the support of employee representatives.

The prospects are not bad. After the departure of works council boss Bernd Osterloh, with whom Diess had bitter power struggles, the course also seems to have changed. According to Business Insider, the new head of the works council, Daniela Cavallo, suddenly demands another electric car for the Wolfsburg main plant. For the new Wolfsburg parent plant?

bron

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Op zaterdag 2 oktober 2021 17:27 schreef ludovico het volgende:

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Tgaat niet om productiesnelheid maar om productiekosten en of het vermogen om veel auto's te bouwen afdoende is.

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Op zondag 3 oktober 2021 09:35 schreef ludovico het volgende:

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Lijkt me stug, maar als een machine 2x zo snel werkt, heb je 2x minder machines nodig en als die kosten van die machine minder dan 2x zo duur zijn is het goedkoper.

Dat zijn de vereisten.

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Op zondag 3 oktober 2021 15:33 schreef ludovico het volgende:

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Dat is een rare conclusie. Je impliciete aanname is dat die snelle variant niet goedkoper is.