For sure. It sounds like we basically agree, Ford's a few years behind and Toyota:s a few more years behind that. In the meantime I suspect your:e exactly right, the bZ exists because Toyota knows how many loyal Toyota buyers defect in order to take the next efficiency step from a hybrid/phev
I’d say fords further behind honestly. They’re years away from another EV and Toyotas launching what 3-4 this year?
I finally read the article and apparently the bZ is now one of the fastest charging EVs if you measure by miles added per hour of charging, second only to EGMP, but ahead of litearlly everything else That's encouraging and if Toyota can keep that work up then I'd agree they're ahead of Ford
"miles added per hour of charging" is admittedly a weird metric, but it sort o makes sense as a way to account for an EV running more efficiently than another, even if it:s not enough to obviate the benefit of EGMP charging speed
Toyota is launching at least four eTNGA vehicles this year but none among this year's crop is a radical departure from the improvements we've already seen so far, but if they keep up the development effort and adapt the platform to some other popular form factors things could be good
True. eTNGA is behind pure EV stuff like e-GMP and Ford's new platform, but Ford's new platform producing a model in two years, will be over half a decade behind Hyundai. And I expect Hyundai to have 50% more EV models on sale in the U.S. by then to Fords... 4.
Either way, Hyundai will be debuting e-GMP.m cars/concepts this week having already brought e-GMP.s models (EV3/4, PV5) to production, so they're already on their next generation platform compared to what hit the market in 2021.
yeah, not launching anything in the meantime... probably makes long-term sense, so whatever you ultimately launch is on the long-term supportable program, but is definitely gonna put them behind in mindshare
I wonder if it makes sense for Ford to do any stopgaps like a passenger etransit or rename the MME
Nah, they blew $22B on nothing and are apparently starting this effort with the new team from scratch after moving them to CA, so they're generations behind the Koreans and earmarked $2B for this while the Koreans, ahead, are spending what $28B actually building things and increasing market share.
We are going to see storied manufactures with notoriously horrible management not survive this decade. Which is why I keep asking about GM and Ford global sales, and lack of relevant EVs there, when ~1/2 their yearly volume is... outside the U.S.
And back to the OP, same with Toyota, the bZ is launching globally, not going to be that compelling abroad, which is why it sounds like they're working on their own line of developing market EVs as well.
It'll be fine, with this new platform Ford will finally be able to convince European and APAC and developing markets to be interested in pickup trucks but yeah good point Ford esp IIRC does have a fairly strong European presence but it seems like they:re not doing anything special w/ EVs
it also is worth remembering that, both having an EPA rating of 250 miles, the bZ starts at like five grand less than the Ioniq5. Someone looking to upgrade from a Prius probably could stumble into worse