Core Viewpoint - The electric luxury vehicle market is facing significant challenges, with major brands like Mercedes, Ferrari, and Porsche experiencing disappointing sales and production cuts despite a general increase in global electric vehicle sales [4][5][6][7]. Group 1: Sales Performance - Mercedes' electric G-Class SUV has seen poor sales, with only 1,450 units sold in Europe by April, compared to 9,700 units of the gasoline version [11]. - Ferrari has delayed the launch of its second electric vehicle to at least 2028 due to weak demand [5]. - Porsche has reduced production plans for its electric models, including the Taycan, which has seen a 49% drop in sales [20]. Group 2: Market Dynamics - The global electric vehicle market is booming, with a projected 20 million units sold by 2025, accounting for over 25% of total vehicle sales [18]. - The International Energy Agency (IEA) forecasts that by 2030, electric vehicles will make up over 40% of the market, driven by smaller and more affordable models [19]. - China dominates global electric vehicle production, accounting for over 70% of output, and has exported nearly 1.25 million electric vehicles [19]. Group 3: Consumer Preferences - Consumers are gravitating towards lower-priced gasoline models rather than expensive electric versions, as seen with the G-Class where buyers prefer the gasoline variant for its better value [14][21]. - The electric G-Class has a significantly lower range (239 miles) compared to its gasoline counterpart (500 miles), which is a critical factor for consumers [15]. - The trend indicates a shift away from high-end electric vehicles towards more affordable entry-level models, as traditional luxury strategies are becoming less effective [21][23]. Group 4: Strategic Shifts - Luxury brands are reassessing their electric vehicle strategies, with companies like Bentley and Lamborghini delaying electric vehicle launches and extending the timeline for phasing out gasoline engines [20]. - The automotive industry is encouraged to adopt a strategy similar to Ford's Model T, focusing on affordable, mass-produced electric vehicles rather than high-end models [23].
中国之外，豪华电动车“彻底失败”？