|If you buy a mobile phone today, the choice is between Android and iOS, or, more specifically, between Samsung and Android.|
[LG's announcement to stop making smartphones is a testament to how the technology and (economy of scale) of Apple and Samsung have evolved to a duopoly of smartphone brands. For most consumers, two choices are enough. Quick: name the third in line: Coca Cola, Pepsi and ...? Or McDonald's, Burger King and ...?)
Will the same happen for electric cars? Ford is already building their EVs on a VW chassis.
For example: whether you buy an electric Kia or electric Porsche, what are the real engineering differences between the car, considering:
- the drivetrain is electric
- the center of gravity is lowered in almost all EVs because of the (current state of the art) of battery placement
- Many key (security) parts are bought OEM from the same suppliers, including tyres, audio systems and airbags.
- The manufacturer with the most driven miles will likely have the least amount of "bugs"
Will car brands go even more the way of fashion brands, where the difference between Porsche and Kia will be like the difference between Balenciaga and Nike: both are functional footwear, but I'd choose the Nikes and save the difference.
Will "internal luxury" and "prestige" take the overtone in marketing and branding for the next 20 years, as opposed to how "clean" a car is and the engineering of their engines? And, of this technology, how will supercar automakers adapt? E.g. why buy a Ferrari if the "soul" (engine) is replaced with an electric drivetrain that is likely less mature in engineering than what would be inside a Tesla S?