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Hi;

Looks like VW is cutting back on orders for the new e-up. Might be that the e-up with the new battery pack is too good a deal for those that live in the city and drive under 100km range. It is hard to believe VW cannot "make cars" at volumes.... Probably more that they do not want the ID line to be impacted. 16 months delivery times!

 

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Volkswagen is not yet well-positioned in the small electric car segment. For the e-Up, VW recently had to impose an order freeze because the increased environmental bonus has led to a boom in orders. The delivery time has risen to 16 months, a critical figure: if the vehicle ordered today is not delivered until 2022, customers in Germany, for example, will no longer receive an environmental bonus, as this is limited until 31 December 2021 which makes a significant difference in the price. A successor based on MEB is not yet in sight. Recently, rumours began circulating that the small car presumably named ID.1 could be delayed from 2023 to 2025. But today Ulbrich promised that there will be new information about this “shortly”.

VW brand boss Brandstätter: "The ID.4 will be a world-class car." - electrive.com
 

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I just don’t think the Up! is a core model line for VW unfortunately. It’s at the fringes of the model line up, as out there as the Arteon is in some respects, just the opposite side of the spectrum.

The Up! GTI suffered similarly just after launch, it was popular and lead times soon hit over a year.

The Up! is low volume and low profit in comparison to the core Golf and now ID.3 lines, along with the Golf platform spin offs like the T-Roc.

It just shows there’s a demand for lower priced electric vehicles with middling ranges, they’re just not very profitable.
 

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Perhaps it's not the e-Up that is eating the sales of the ID.3 but the other way round. Once volume production of lower spec models starts they don't think the numbers are going to stack up for most people. Look at this screenshot of lease costs, when you see figures like this does it make sense for most people to buy the Up and save £18/month?
I guess it's the future value at the end of the lease that makes the ID.3 figures look very compelling.

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