Volkswagen Group (VOW) Product & Tech Update presentation summary

Strategic direction and transformation

• Accelerated transformation with a focus on unleashing brands, regional leadership, and technology at scale, supported by a new steering model and leadership team.

• Group Strategy 2035 implemented, strengthening regional independence and brand group structures, with matrix management and realigned technology and quality steering.

• Balanced regional footprint strategy: strengthen Europe, win North America, stabilize China, and pursue growth in South America, India, ASEAN, and the Middle East.

Product and technology innovation

• Over 50 new models planned across all brands by 2027, including a strong push in BEVs and urban electric vehicles.

• Broad-based innovation recognized with multiple industry awards, including most innovative automotive group and best cars in various segments.

• New electrical architectures and software partnerships (e.g., with Rivian and Xpeng) enable advanced ADAS, infotainment, and connectivity, with significant cost reductions in software stacks.

• Unified Cell Concept and PowerCo partnership drive battery strategy, targeting 80% portfolio coverage and resilient supply chains.

• SSP platform convergence to underpin ~30 million vehicles, maximizing efficiency and scale across brands.

Regional execution and market performance

• Market leadership in Europe with >20% share in ICE and >25% in BEV segments; strong order intake and deliveries in Western Europe offsetting North American declines.

• North America strategy focuses on localization, electrified pickups/SUVs (Scout), and tech partnerships to address tariff impacts and broaden the portfolio.

• China strategy emphasizes local development, cost parity, and rapid time-to-market with tailored NEV/ICV offerings and partnerships (e.g., Xpeng, Horizon Robotics).