EXCLUSIVE: Bernstein's MQB Report In Full

Despite a chorus of largely uncritical reporting, there is a growing contingent of those who question VW’s claim that their new MQB modular architecture will bring about significant savings. The latest among them is Bernstein Research. A report by noted analyst Max Warburton ( who recently authored the definitive study on Chinese cars) questions VW’s claims and shows how MQB may be helpful, but not nearly as significant as VW claims. On the other hand, it’s worth noting that these reports are meant for end-user investors, not necessarily industry types.

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  • Lou_BC I read an interesting post by a master engine builder. He's having a hard time finding quality parts anywhere. The other issue is most young men don't want to learn the engine building trade. He's got so much work that he will now only work on engines his shop is restoring.
  • Tim Myers Can you tell me why in the world Mazda uses the ugliest colors on the MX5? I have a 2017 in Red and besides Black or White, the other colors are horrible for a sports car. I constantly hear this complaint. I wish someone would tell whoever makes theses decisions that they need a more sports car colors available. They’d probably sell a lot more of them. Just saying.
  • Dartman EBFlex will soon be able to buy his preferred brand!
  • Mebgardner I owned 4 different Z cars beginning with a 1970 model. I could already row'em before buying the first one. They were light, fast, well powered, RWD, good suspenders, and I loved working on them myself when needed. Affordable and great styling, too. On the flip side, parts were expensive and mostly only available in a dealers parts dept. I could live with those same attributes today, but those days are gone long gone. Safety Regulations and Import Regulations, while good things, will not allow for these car attributes at the price point I bought them at.I think I will go shop a GT-R.
  • Lou_BC Honda plans on investing 15 billion CAD. It appears that the Ontario government and Federal government will provide tax breaks and infrastructure upgrades to the tune of 5 billion CAD. This will cover all manufacturing including a battery plant. Honda feels they'll save 20% on production costs having it all localized and in house.As @ Analoggrotto pointed out, another brilliant TTAC press release.