BMW CEO Oliver Zipse in August connected his able aegis of the company’s action to stick with what it calls “the ability of choice” back it came to platforms. He told analysts during the company’s half-year after-effects alarm that architecture factories committed to a distinct electric belvedere was aloof too cher back EV bazaar allotment in Europe was still beneath 10 percent.
“We are assertive if you are not able to accommodate EV structures into your accustomed automated structures, your amount abject will go out of range,” he said.
The time to barrage an EV committed platform, he said, was in the additional bisected of the decade back EVs are accepted to annual for added than bisected of the European market. “But for at atomic for the abutting six to seven years we are absolutely atom on with our strategy,” he added.
BMW has fabricated the appropriate call, said Arndt Ellinghorst, arch of automotive analysis at advance coffer Sanford C. Bernstein. “There is still a acumen that BMW’s adjustable belvedere access is a disadvantage as it compromises the BEV [battery-electric vehicle] product,” he wrote in a new report. “A committed battery-electric belvedere offers some advantages in array packaging and interior/exterior design, but a all-inclusive majority of barter either won’t apprehension or alike acknowledge these differences.”
The action “should accredit BMW to bear its 8 percent to 10 percent allowance from 2022 onwards,” he added.
The arch of the automaker’s able workers abutment disagrees with the company’s strategy. “Only with our own e-architecture can we absolutely accomplishment the advantages of an electric vehicle,” Manfred Schoch told Germany’s Der Spiegel annual in June. Schoch said a committed electric belvedere is bare if BMW wants to abstain actuality overtaken by competitors.
BMW will cycle out added electric versions from its absolute archetypal families as allotment of its strategy, including the next-generation 7-Series flagship auto as able-bodied as the 5-Series midsize ancestors and BMW X1 bunched crossover.
The VW ID3, which will be VW Group’s aboriginal MEB-based car, has started to access at European showrooms. It is the alpha of plan to accept 50 full-electric VW Group models accessible globally by 2025. Some of the ID3’s belvedere mates are actuality revealed, including the ID4 and Skoda Enyaq iV bunched crossovers.
Scale is key to VW Group accomplishing allotment on the platform. To advice ability a margin-making aggregate with MEB VW Group is signing up added automakers to use it. Ford Motor was the aboriginal to accede as allotment of a added alignment tie-up. Ford’s MEB-based car car will access in 2023.
In addition, electric agent startup Fisker has said it is in talks with VW Group to use MEB, although a final acceding hasn’t been reached.
Other EV startups such as U.S.-based Lucid and UK electric van specialist Arrival are touting the packaging advantages of their electric-only platforms, which they say account from actuality chargeless of any bequest engineering.
However, not all startups are afraid alone with electric power. China’s Li Auto, which afresh went accessible with a banal alms that admired it at $14 billion, has called a added adjustable belvedere that can absorb hybrids.
Said Ellinghorst: “We admiration why this is accepted for a startup while BMW, with all its engineering experience, is adverse advancing criticism for its approach.”