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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  • Joe This is called a man in the middle attack and has been around for years. You can fall for this in a Starbucks as easily as when you’re charging your car. Nothing new here…
  • AZFelix Hilux technical, preferably with a swivel mount.
  • ToolGuy This is the kind of thing you get when you give people faster internet.
  • ToolGuy North America is already the greatest country on the planet, and I have learned to be careful about what I wish for in terms of making changes. I mean, if Greenland wants to buy JDM vehicles, isn't that for the Danes to decide?
  • ToolGuy Once again my home did not catch on fire and my fire extinguisher(s) stayed in the closet, unused. I guess I threw my money away on fire extinguishers.(And by fire extinguishers I mean nuclear missiles.)