I find that very hard to believe and I'd like to see the teardown report to believe it. Or maybe Sandy will do a teardown and I can watch it on Youtube! Or we'll see if VW line items their EV PnLs in their next earnings.
I don't know about "cost competitive" but it's not competitive when it comes to range, charging rate, etc.
ID.4 offers 250 miles of EPA range for $40k. Model Y offers 244 miles of EPA range for $40k Tesla has twice the charge rate and standard FSD hardware. Far superior software. VW offers lots of little things like heated steering wheel, hands free open liftgate, premium LED headlights. Better interior materials and build quality.
Most likely Munro did the teardown, but when they do it for a customer (UBS), they abide by NDA's and don't disclose the details. I think Munro got in trouble when they released some of their findings on the model 3 on an AutolineTV segment.
I doubt Sandy would say those things about VW, but happy to be proven wrong. If VW is competitive then bring on the vehicles and production capacity!
VinFast Plans US Factory And California Sales In 2022 Viet Nam's richest man is getting into the Game.