- Local time
- 11:46 PM
- Joined
- Mar 18, 2022
- Messages
- 7,516
- Reaction score
- 15,308
- Location
- Toogoom, Fraser Coast Queensland
Possibly they didn't pursue a different seat supplier because they already had a solution underway.Agreed, but... for the largest market (the US) they self certify. This process is pretty straightforward.
as long as they had a suitable part then i think they could have opened manufacturing of vehicles for the US market relatively quickly.
As long as regulatory for the other 39 markets are largely paper work and not redesign you could restart manufacturing quickly.
Or you can accept that the US market is different and have different parts in the vehicles in that market, its what many others do.
If they didn't have a supplier lined up then of course its going to take whatever time that takes. i suspect its more of a matter of finding a supplier that suits the design language and product quality.
I think they have sold enough cars to be heading towards critical mass. Its not like fisker who only delivered 4,000 cars before they ran into bankruptcy.
At 10x the vehicle volume they should be on the other side of that. I also dont' see mass discounting taking place.
In this i think it takes a while, the first enthusiast drive the first initial big sales volume, then you get a valley until the pace picks up again.
Tesla followed this pattern as have others. Ineos just needs to focus on process efficiencies and refining the product and it will be all right.
I'm surprised they haven't built more for the aftermarket. This is a great place to make some additional upside. like bullbars and other extras. A class margin enhancer.