Thursday, May 20, 2010

VW AG: A Repeat Prescription from Dr Piech.

investment-auto-motives blog

[NB Amorok is a JV programme using the renowned Toyota Hi-Lux as a base for VW efforts to create a presence in the (large global) 1-tonne pick-up market, so expanding its involvement and credibility within the commercial vehicle sector. This, investment-auto-motives believes could lead possibly to a shared Toyota-VW production agreement at Toyota's US Mid-size & Large truck manufacturing site in San Antonio, Texas, since Tundra sales have not met the N.A. forecast.
A fundamental rationale may also be argued that in a shrinking US & global SUV market that the VW-Toyota alliance could be formed for many if not all SUV & Pick-Up development programmes, thus reducing capex drag and increasing unit margins for both parties and provide a dual attack on both GM and Ford market masters – though this would take a great deal of strategic planning and corporate willingness for a long-term battle . Additionally VW may wish to access Toyota's large Minivan products as a replacement to the FIAT-Chrysler sourced Routan].

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