Is VW experiencing its 'Kodak moment', where failure to adapt threatens its exstence?

大众是否正在经历“柯达时刻”？

Germany's biggest carmaker VW is in crisis - but how deep? Does VW simply have to cut costs, as management is demanding? Is a fundamental change in strategy necessary? We ask: is VW experiencing its "Kodak moment", where failure to adapt threatens its survival?

德国最大的汽车制造商大众正陷入危机——但这场危机有多深？

大众是否必须像管理层要求的那样削减成本？是否有必要从根本上改变战略？

我们不禁要问：大众是否正在经历“柯达时刻”——不适应环境会威胁到自己的生存？

以下是外国网友的评论：

kamilwojtyko6832

I used to work for the VW Group in SW Development. I can only say the had it coming for a long time. You just can't develop software the same way you develop mechanics, and the concrete-headed management has always failed to understand that.

我曾在大众汽车集团的软件开发部门工作。我只能说他们早就料到了。开发软件不像开发机械一样，而务实的管理层总是不能理解这一点。

calvinang1

The chinese EV has not even effectively entered the EU market, and VW is already in trouble. How is that even possible?

中国电动汽车甚至还没有进入欧盟市场，大众已经陷入困境。这怎么可能呢？

AuralioCabal

VW:  ,"dont worry about those Tesla and Chinese EVs  and their superior Software, We at VW have a Diesel cheat for that.

大众：不要担心特斯拉和中国电动汽车以及他们的高级软件，我们大众有柴油车排放作弊门。

CDubs754

Having worked for a Tier 1 automotive supplier in the area of SW Development I personally witnessed the absolute incompetence with which so many management teams operated. Dunning-Kruger effect, meritless promotions and arrogance all come to mind.

Meanwhile China has quietly done exactly what the market asked of them: manufacture high quality, low cost EVs with innovative technologies at scale.

在软件开发领域为一级汽车供应商工作后，我亲眼目睹了许多管理团队的无能。邓宁-克鲁格效应、无功晋升和傲慢都浮现在脑海中。

与此同时，中国默默地完成了市场对他们的要求：用创新技术大规模生产高质量、低成本的电动汽车。

iany2448

Before profit made in Chinese market masked VW inefficiency and cost heavy structure. Now tide starts receding, a naked swimmer can no longer hide.

之前，大众在中国市场的利润掩盖了大众的低效率和成本昂贵的弊病。现在潮水开始退去，裸泳者再也无法躲避了。

robinhodgkinson

Just been in Shenzhen for a month and checked out a number of the latest EVs.  They are very impressive and considerably cheaper. Couldn’t help thinking the European car industry is a dead man walking!

刚刚在深圳呆了一个月，看了一些最新的电动汽车。令人印象深刻，而且价格相当便宜。欧洲汽车工业成了一个行尸走肉！

kondgeo

The incompetence of VW's management should be used as example in schools how not to do business

大众管理层的无能应该作为学校管理专业的反面教材

LG-th8xt

It looks like VW would rather go bankrupt than cut the prices of its products in half

看起来大众宁愿破产也不愿将产品价格减半

COLLAPSE.of.US.ECONOMY

Northvolt, an EV battery maker that attracted a lot of attention in 2016 and received substantial financial subsidies from the EU, US, and Canada, has to lay off many workers.  Northvolt shares are worthless now.  The company, once promised to produce 16 gV EV batteries, now realized that it will not be able to compete with CATL's 500 gV EV batteries.  One of the Northvolt plants, under development in Quebec, Canada, has to be delayed until 2026 or indefinitely.  The plant in Germany was completely shut down.

2016年备受关注并获得欧盟、美国和加拿大大量财政补贴的电动汽车电池制造商Northvolt不得不裁员。

Northvolt的股票现在一文不值了。该公司曾经承诺生产16gv的电动汽车电池，现在意识到它无法与宁德时代的500gv电动汽车电池竞争。

加拿大魁北克省正在开发的Northvolt电厂之一必须推迟到2026年或无限期。德国的工厂完全关闭了。

waynegore5291

Germany is really on a correct path of de-risking and de-industralization. Congratulations, Germany!

德国确实走在去风险和去工业化的正确道路上。祝贺德国!

SouthernSultan

Modern Germany is a disgrace

现代德国是一个耻辱

STARFLEETC0MMAND

My VW experience was awful, got rid of that money pit fast; then got a Toyota, it's now 15 years old without any major repairs.

大众的体验很糟糕，我很快就摆脱了那个钱坑；然后买了一辆丰田，现在已经15年了，没有任何大修。

msyahnaz3325

so vw's downfall is because of vw can't sell ev and cars that have bad softwares?

not because of bad management, unrealible engine, bad tramission, bad marketing, bad pricing decisions, dieselgate scandal etc?

这么说，大众的衰落是因为大众卖不出去电动汽车？

不是因为糟糕的管理，不可靠的引擎，糟糕的营销，糟糕的定价决策，柴油门丑闻等等？

CK-jo9im

Biden said it in your face, "I will blow Nord stream pipeline", and that clown (Scholz) smiled. Game-over

拜登当着你的面说，“我要炸掉北溪管道”，那个小丑（朔尔茨）笑了。游戏结束

Nelson_A76

In Brazil, we affectionately call Volkswagen "Plasticwagen" because who doesn't love a car with TSI engines that have a knack for malfunctioning and interiors that feel like they’re made of cheap recycled water bottles? Truly a masterpiece of engineering!

在巴西，我们亲切地称大众汽车（Volkswagen）为“塑料车”（Plasticwagen），谁不喜欢一辆装有TSI发动机的汽车呢？这种发动机容易出故障，内饰让人浓浓的廉价味。真正的“工程杰作”！

tritiyo_noyon

What is happening with VW has nothing to do with electric cars. You presented it in a way that everyone is making money by selling electric cars only and we consumers are buying only electric. Which is utter non sense. VW is just pathetic in making good cars now. Can it come close to Toyota or Honda when it comes to reliability? Just admit it, they are making bad cars.

大众所发生的一切与电动汽车无关。你说每个人都只靠卖电动汽车赚钱，而我们消费者只买电动汽车。这完全是无稽之谈。

大众现在太可悲了，造不出好车。在可靠性方面，它比得过丰田或本田吗？承认吧，他们造的是劣质车。

aleksandarmilosevic4629

The price is the issue, not that cars are bad, they are just overpriced

价格是问题所在，不是说大众汽车不好，只是价格过高

pieinsky3142

Maybe VW should pivot towards vehicles that people actually want and can afford.

也许大众应该转向人们真正买得起的车。

Bash_coope

Competition is always good for consumers, if WV goes, another good company will come don’t worry

竞争对消费者总是有好处的，如果大众走了，另一家好公司会来的，别担心

Senen-l3z

In 1997, Kodak had about 160,000 employees. And about 85% of the world's photography was done with Kodak cameras.

Between 1996 and 2001, Nokia's revenue increased from 6.5 billion euros to 31 billion euros and between 1998 and 2012, Nokia was the world's largest mobile phone manufacturer. There are many other examples.

This is what is going to happen to many companies in the west because of the smartness of east Asians.

1997年，柯达有大约16万名员工。世界上85%的摄影都是用柯达相机完成的。

从1996年到2001年，诺基亚的收入从65亿欧元增加到310亿欧元，1998年到2012年，诺基亚是世界上最大的手机制造商。还有很多其他的例子。

由于东亚人很聪明，许多西方公司会步这些公司的后尘的。

matthewbaynham6286

Hang on, everything is suppose to be in crisis, but the reason the trade union are going to go on strike is because of record dividends going to the share holders.

Meaning VW are making more profit than ever, but in order to negociate a deal with the trade union Volkswagen are threatening to close 3 factory's and Volkswagen are saying there is a crisis.

I think a balanced news report should have looked at what trade unions are complaining about and analysed those dividends to see if Volkswagen really are making more profit than ever.

一切都应该处于危机之中，但工会罢工的原因是股东获得了创纪录的股息。

这意味着大众的利润比以往任何时候都多，但为了与工会谈判达成协议，大众威胁要关闭3家工厂，大众称存在危机。

我认为，应该看看工会在抱怨什么，并分析这些股息，看看大众是否真的比以往任何时候都赚得更多。

datianlongan5567

VW has forgotten how to make a “people’s car” that is, above all, affordable.  Please don’t blame the Chinese.  At least they still understand the importance of affordability.

大众已经忘记了如何制造一款价格合理的“大众汽车”。请不要责怪中国人。至少他们仍然明白价格亲民的重要性。

abhinaysingh8306

VW CARS ARE NOT GOOD. THEY HAVE MANY ISSUES AND THEIR AFTER SALES SERVICES ARE VERY BAD.

大众汽车不好，有很多问题，售后服务也很差。

Golth1502

They had a good run, but we need to move on to the better options now.

Hey but it was fun, they have a lot of (dark) history

他们表现不错，但我们现在需要更好的选择。他们有很多黑料。

tasreasfatemsa8266

Free market only exsts when US wins,saving cost for customers is the last thing to be considered.

只有在美国占上风时，才存在自由市场，为客户节省成本是最后要考虑的事情。

MetalGear1

Software is the key. Whoever nails that wins.

软件是关键。谁掌握软件，谁就赢了。

ivanlys4377

No cheap Russian energy = No German economy.

This is just the begng.

没有廉价的俄罗斯能源，德国经济就会玩完。

这仅仅是个开始。

paulcock8929

Germany is going down the drain, but they voted for it.

德国正在走向失败，但是他们自找的。

Enoch9500bc

Access to cheap energy is what historically drove economies to rise.  Blocking itself from cheap energy by sanctioning Russia and destruction of its own pipelines has led to increased prices in energy which are becoming increasingly unsustainable and unprofitable for the German market to compete with the rest of the world. It's not a rocket science it's a simple math.

从历史上看，获得廉价能源是推动经济增长的动力。通过制裁俄罗斯和破坏自己的管道，不让自己获得廉价能源，导致能源价格上涨，而这正变得越来越不可持续和无利可图，使德国市场无法与世界其他国家竞争。这不是什么高深的科学，只是简单的数学。

astraydhurion7697

All German brands were sit on mountains of cash for decades, but instead of actually investing in R&D, they produced powerful and expensive cars.

几十年来，所有德国品牌都坐拥大量现金，但它们并没有真正投资于研发，而是生产耗油、价格昂贵的汽车。