Porsche Restructures Cellforce Amidst Global Supply Chain Challenges
ORBITINDONESIA.COM – Porsche's strategic pivot in 2025 sees a decisive restructuring of its Cellforce subsidiary, marking a shift towards R&D amidst tightening automotive margins.
Porsche's decision to eliminate 200 positions at its Kirchentellinsfurt facility highlights the immense pressure European manufacturers face. The move away from scaled battery production emphasizes the challenge of competing with Asian manufacturers.
Cellforce's restructuring comes with a financial charge of USD 325 million. With public funding of USD 63 million, the initial aim was to counter Asian dominance in battery tech. Yet, Porsche now focuses on technological prowess over mass production, aligning with market trends favoring proven supply chains.
Anthony Saunders from Merifund Capital Management points out the risks of scale without cost advantages. Porsche's new focus on V4Smart and advanced cylindrical cells, supported by Group14’s silicon anode, could revolutionize performance across sectors.
The shift in Porsche's strategy raises questions about the future of European manufacturing in the electric vehicle sector. As global supply chain dynamics evolve, the industry must balance innovation with cost efficiency to stay competitive.
(Orbit dari berbagai sumber, 3 September 2025)
