Ferrari Delays Financial Targets

The video discusses the challenges faced by Ferrari and Infineon. Ferrari is dealing with delayed targets and a confusing market strategy, particularly around its reliance on combustion engines. The company is balancing high-margin and lower-profit products, affecting its growth. Infineon faces structural issues in the chip supply chain, with capacity constraints expected to last two years. The industry is considering building new capacity in the US and Europe to reduce dependency on Japan and Taiwan.

What is one of the main challenges Ferrari is facing according to the analyst?

• Increased competition from electric vehicles

• Delayed and deferred targets

• High production costs

• Lack of innovation in design

How does Ferrari's strategy differ from Porsche's?

• Ferrari is focusing on electric vehicles, while Porsche is not.

• Ferrari is expanding into new markets, while Porsche is not.

• Ferrari is sticking to combustion engines, while Porsche is transitioning.

• Ferrari is reducing production, while Porsche is increasing it.

What is expected to happen once Ferrari appoints a new CEO?

• The company will revisit and potentially change its strategy.

• The company will focus solely on electric vehicles.

• The company will increase its production capacity.

• The company will enter new international markets.

What is a significant issue affecting the automotive industry as discussed in the final section?

• Environmental regulations

• Lack of skilled labor

• Chip shortages and capacity issues

• Rising fuel prices

What is one reason for the chip supply chain issues mentioned?

• Overproduction of chips

• Excessive government regulations

• Dependence on Japan and Taiwan

• Lack of demand for chips

What is the expected time frame to normalize chip capacity?

• Six months

• Two years

• Five years

• One year

What role do subsidies play in addressing the chip shortage?

• They reduce the need for new investments.

• They have no impact.

• They help fund new capacity.

• They increase production costs.