Winding back to the original topic, in the year since the post surprisingly little has changed in emotional response.
Some Observations:
- The Transporter decision is locked in, it ain’t going away soon.
- VW seem to be still struggling with the software/electronic architecture of the first New Cali’s, especially the more interesting PHEV. Cali’s are never cheap but the pricing of these things needs them to be aspirational - in this type of vehicle that means rock solid reliable. When they fully sort the problems most people will warm but they won’t sell well.
- They have announced pulling the Buzz from the US. Whilst people love the Buzz in the UK at least (it still turns heads) they’ve got the pricing horribly wrong. The response to the Kia PV5 reveals much here.
From observations on the wider market:
- ICE vehicles are going away slower than anticipated.
- MPV style vehicles will make a return. Especially if cheap and if the can make a play towards maximum utility (see Citroen ELO concept and recent Dacia concepts). This is not the Cali market but the younger generation and those with young families could be lured this way over a softroad suv/jacked up hatchback.
- vans etc will have a bigger proportion of the range devoted to being ‘rugged’ (I know us mountain bikers are drawn to this. Example PV5 wkndr concept). Think of this as the SUV-ification of vans.
In all this what can VW do?
- short/medium term: they’re not in a good shape on addressing the lower end right now. They could draw on their Chinese side to provide something cheap and PHEV.
- keep the Buzz and let it move platform to SSP (from MEB), make it bigger, adopt lighter materials so a Cali is possible.
- make a lower price MEB+ vehicle based on the VW T3 that’s smaller than the new big SSP Buzz - lean heavy into 80s retro styling like Renault have done for the 4/5 EVs. 80s nostalgia is high and the angular T3 would make a great design base.
As you can see I like wild speculation but it would be interesting to hear other ideas.