VISION Mobility Survey: Is the roof really "ablaze" at VW?

The vote on VW was clear: 68 percent of the voters, and thus more than two-thirds, agreed with Schäfer and voted: "Definitely - too many mistakes have been made recently!"

At least 18 percent took a somewhat "cooler" view and voted for "The "fiery speech" might have been necessary - but VW has always managed so far."

The minority were those who considered the whole thing to be exaggerated: 14 percent voted for "Exaggeration! ID.Buzz, ID.7, ID.2 all, Passat and Tiguan are yet to come and are great products!"

Especially in China, the electric vehicles are performing way too poorly

The first half of the year went poorly for VW overall, especially in China, where they had to cede absolute market leadership to BYD and sold far too few electric models, which are the future prospectively. In Europe as well as North and South America, they are somewhat on track. But after Tesla suddenly presented the Model Y as the absolute top-seller across all drives and brands in Europe as well, something needs to happen here prospectively: The long-time top-seller Golf no longer holds its own and, like the ID.3, is becoming increasingly unreachable for many budgets and corporate policies.

What does this mean?

Firstly, the Chinese market is sending strong signals: And it is precisely there where things are not going as planned for VW. This is surprising, considering that VW is very consistent in its focus on e-mobility, but here (as worldwide) demands too much money for products that appear too inefficient and of too little value. In the past, VW always arrived late but managed to conquer the market with quality and (spatial) efficiency. That did not happen with the ID.-generation. The effects of this are now gradually taking hold.