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Everything posted by akirby
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They'll end up in livery service or as shuttles at MB dealerships.
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I don't think they do that with profitable products. Certainly not F series. I think there is a difference between rot on the vine and longer refresh cycles. They do tend to stretch refresh cycles on everything except F series but that's not rot on the vine. Take Focus. Even when brand new it wasn't profitable so why would a refresh change that? Why spend time and money just to break even? They don't have the resources to do that and the other 3-4 vehicles at the same time, and those cheaper vehicles will sell better than a more expensive performance EV. The ICE mustang crossover should sell better and should be more profitable and they can add an EV down the road. It's just timing and priorities.
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The Ford Fathom($28,350 EV truck thread)
akirby replied to Zestyg's topic in Ford Motor Company Discussion Forum
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Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
You keep assuming that EVs will replace ICE in a few years. Not happening. Both will have good market share for the next decade or two. So yes given the potential savings and the number of vehicles on C2 and the volume of F series it makes perfect sense to update the platform for the next cycle and roll it out vehicle by vehicle. Pretty sure that's why F150 got dalayed. -
The Ford Fathom($28,350 EV truck thread)
akirby replied to Zestyg's topic in Ford Motor Company Discussion Forum
To a point. Lower pricing will increase sales but only to 20%-25% not 50%. -
A recall for a wear item that doesn't affect driving is ridiculous.
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Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
The savings extend beyond the product cost. Procuring 50 products from 20 vendors and managing that along with engineering, testing, assembly and warranty costs dwarf the product savings. Let's say it costs $500M to roll this out and it only saves $1B/yr. That's a 6 month payback. Even at half that it's a business case that nobody would turn down. -
Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
Not just the bus - that includes infotainment and control modules. You're really underestimating the potential changes here and overestimating how many will switch to EVs over the next 5 years. -
Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
In 2025 Ford sold 1.2M vehicles not named F series. If you save just $2k per vehicle that's $2.4 BILLION every single year added to the bottom line. Damn right it's worth pursuing -
Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
You don't spend millions. You take what ce1 already developed and apply it. And yes that means something like visteon. -
Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
Until I can get 350 miles of range anywhere in the country in 15 minutes guaranteed I'm not interested as a family vehicle for trips. At my age convenience is more important and I don't care what gas cost. I would gladly buy an EV for local driving. -
Not crazy about the rear
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Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
Vertical integration and simplification - especially electrical - can save thousands on existing platforms. even more if it's a brand new platform. -
Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
CE1 will not cannibalize Maverick or vice versa. Two completely different markets. Both can easily sell 150k. You seem to think that buyers don't care if it's EV or not, but they do and it's not due to price. Majority of buyers don't want EVs yet. -
Ford Sales May 2026 - Down 13.6% Overall
akirby replied to rmc523's topic in Ford Motor Company Discussion Forum
Just changing the wiring and electronics would be huge.
