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Discussion Starter · #1 ·
I just received the ONE reservation email today (7/20/22). Now I know you are going to ask when did I reserve, well I waited and waited until 4/15/22

I really have no interest in a ONE, I want a Flexee lease not own...I've owned a Fisker before and I want no part of that for now. Seeing that I waited 2 years to reserve a Fisker and got a ONE spot and we know we have >50k reservations it looks like ~9% or 10% have interest in ONE.

My thoughts have been of the 50,000:
50% want the Sport: 25,000 (maybe more)​
30%-35% want the Ultra: 15K to 20k​
15%-20% want Extreme or ONE: 7,500 - 10,000​
If I am getting ONE reservation, the interest could be lower. I hope to get an Ultra sooner than later.
 

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If i get an invitation then we know for sure the demand for the ONE is not their people want the lower trims. As was said 70k is a big chunk of change for people. Not everyone has that kind of money to put on a car right off the bat. I think most reservation holders are mainly Sport/Ultra trims. I think if Fisker would have done maybe 2k or 2500 ONE's then they would be done sending the invitations out. He is ensuring they have the money coming in to cover the manufacturing costs for the ramp up to 5k vehicles and actual cash flow coming in.

However, I understand why he did it this way but I think someone on his board should bring it up that perhaps we need to think about doing 50% One orders and 50% Extreme orders since they are the same vehicles just one w/o the ensignia of ONE on it. This way they can ensure the buidling Que is full. This is why I like how Chevy thinking about doing the Blazer EV production (producing middle trims first) as those will be the more popular models. I understand GM is not a start up and does not need the Cash Flow so that might be the reasoning. Or they want to see how well the car does with bugs and stuff on lower trims instead of the most expensive SS trim to weed out any internal issues before producing the SS and the Police Interceptor Blazer EVs.
 

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I actually think that the percentage for Ultras is the largest.
Correct...the Fisker Inc polling suggests this model breakdown:

2023 Full Year Production (Including Nov & Dec 2022) = 50,000 Fisker Oceans

Ocean Sport @ 19 % = 9,500
( low production expected to me made in 2024)

Ocean Ultra @ 38 % = 19,000

Ocean ONE & Extreme @ 43 % = 21,500
(5000 ONEs + 16,500 Extreme)
 

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Discussion Starter · #7 ·
Correct...the Fisker Inc polling suggests this model breakdown:

2023 Full Year Production (Including Nov & Dec 2022) = 50,000 Fisker Oceans

Ocean Sport @ 19 % = 9,500
( low production expected to me made in 2024)

Ocean Ultra @ 38 % = 19,000

Ocean ONE & Extreme @ 43 % = 21,500
(5000 ONEs + 16,500 Extreme)
I just don't see 43% wanting an Extreme and the data says 5,000 don't want a One...I was 4/15/22 on my reservation.

What's interesting is, I clicked the link and said "No, Not now" to the One and it said One production is Q4 to Q2, Extreme will start Q2 23, and Ultra Q3 23
I thought he would have the Ultra's going Q2. Now the question is....

How many cancellations?
 

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I just don't see 43% wanting an Extreme and the data says 5,000 don't want a One...I was 4/15/22 on my reservation.

What's interesting is, I clicked the link and said "No, Not now" to the One and it said One production is Q4 to Q2, Extreme will start Q2 23, and Ultra Q3 23
I thought he would have the Ultra's going Q2. Now the question is....

How many cancellations?
I doubt many One owners cancel after the $5,000 non-refundable deposit. Now, Extreme and Ultra owners are a different sorry.

What percentage of people placed a $250 deposit 'just in case' or have just lost interest?

Call me crazy but I think after people see the Ocean on the road, sales are going to increase. It's different and it is new and a lot of people want different.
 

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Discussion Starter · #9 ·
I doubt many One owners cancel after the $5,000 non-refundable deposit. Now, Extreme and Ultra owners are a different sorry.

What percentage of people placed a $250 deposit 'just in case' or have just lost interest?

Call me crazy but I think after people see the Ocean on the road, sales are going to increase. It's different and it is new and a lot of people want different.
But that is 2 different issues: People who are tired of waiting and people who never knew about the Ocean.

I think Fisker knows at least 10% cancel and prob 30% which is standard for no-shows. Fisker should gain that back once on the road, but we are talking mid/late 2024 even 2025 and they need the Pear on the road as well to show the brand is here and worth buying. They are also at the mercy of Magna and Foxconn for production, they have 0 charging network investment, so everything relies on 3rd party.
 

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But that is 2 different issues: People who are tired of waiting and people who never knew about the Ocean.

I think Fisker knows at least 10% cancel and prob 30% which is standard for no-shows. Fisker should gain that back once on the road, but we are talking mid/late 2024 even 2025 and they need the Pear on the road as well to show the brand is here and worth buying. They are also at the mercy of Magna and Foxconn for production, they have 0 charging network investment, so everything relies on 3rd party.
I don't think Magna will have an issue ramping production if need be. Foxconn on the other hand is a different story. As Fisker scales, they can start to bring things in house. Starting off, they're letting third party companies do what they are experts in and I really like the idea. I am glad they haven't initially started investing in charging locations because that takes their attention away from building a quality product. If they had spent the time and resources to start off with things in house, then you have to give up something and I don't think Fisker wants to compromise on the product they're building. That was a very good point.
 
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