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'23 & '24MY

Twin Turbo

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If the S650 is a '24MY as expected, then the '23MY is likely to be a very short one. In case you missed this on M6G, here are the proposed dates for the '23MY. It also means the '22MY is truncated, as that kicked off production on January 3rd this year and will end in November.

S650 Mustang '23 & '24MY 2023 Model Year Dates
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IceGamer

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So we get a My23 S550 for ~3-4 months?

There is clearly not enough time for retooling in November ...
 
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Twin Turbo

Twin Turbo

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So we get a My23 S550 for ~3-4 months?
Potentially.

This ties in with what I was told a few months back......that Ford could not extend the '22MY past December 2022. Once in 2023, the VIN needs to reflect a 2023 build date.

If S650 is coming in March 2023 as a '24MY, then the '23MY really will be a short one. And I suspect that means no GT500 or Mach 1. And it wouldn't surprise me if there are effectively no other changes, including keeping the current colours.
 

okfoz

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I remember when the new model year came out in August for many cars. I do not know how long Ford had the 2021 Mustang information up on the website... I know in 2017 Ford had both the 2017 MY which was going out and the new 2018 MY up at the same time because you could order a new 2018 or a 2017.
 


Friend of Dorothy

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Would Ford really do a short model run at great expense in the middle of the Northern Hemisphere winter? How many people would buy a car in cold months, especially when an all new model is imminent?

Here in Australia the new 2023 Mustang Supercar race car is still being touted as being the S650 model. The racing season starts circa early March. The race car would have to be tested for aerodynamic parity on track and runway with the Camaro before Christmas to allow teams time to complete their cars to track test before the season starts, so that could be under threat.

This recently updated Steeda article says the S650 will be built in 2022 as a 2024 model. I hope that is correct as the alternative could shape up as a mild financial disaster for all concerned:
https://www.steeda.com/2023-s650-mustang
 
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Twin Turbo

Twin Turbo

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Here's a hyperthetical timeline that assumes S650 is a '24MY:

Autumn 2022 - S650 is revealed to the public (either online or at the Detroit Show (Sept) etc)
November 2022 - '23MY S550 goes into production
March 2023 - '24MY S650 goes into production
March 2023 - Australian Supercars race car first race


Of course, Ford could surprise us and start production of the S650 earlier and make it a '23MY.....it could start production on November 18th as a '23MY.

We'll only know for sure when the '23MY order guides come out, and that's usually 8-12 weeks before the start of production, so September time.
 

okfoz

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I do not know what the earliest the government would allow a car to be called a 2024, I know back in 1990, the 1991 Firebird and Camaro were released in February. The 2007 Tahoe, Suburban, Yukon also started in mid February 2006. The 1995 Buick Riviera was released in January of 1994, and there was no 1994 Model Year Riviera. The 1984 Corvette production was started on January 3rd 1983, (No 1983 Corvette) and available to the public in March of 1983.

Although the above were GM vehicles, and with all that in mind, I would think anywhere as early as from January to March 2023 we could see the 2024 S650. I do suspect that 2023 might be amiss, and Ford goes right into the 2024 Model Year, there might be a shutdown of the factory for retooling as the 2024 will be more than likely offering a Hybrid, the front wheels being electric and the rear wheels gas. I was told that a 2021 F150 used upwards of 1200 chips, I suspect that they have redesigned the electronics to use fewer chips, instead of 1000, if Ford was smart they would cut that number in half and have one chip do more. Build up stock for the new Mustang and then have a big rollout.
 

aham23

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It will be a short run for S550 2023. Maybe just finishing all the damn pending orders.
 

hellohello123

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So what do you guys think

Due to covid/chip shortages, prices have rocketed

Let's fast fwd 6 to 12 months.
Assuming the shortages have reduced. S650 is relaesed/announced

Do you think the price for the s550 would collapse 20+%?

I've just ordered a my23 but would be very bummed if it lost 20%as I am considering the s650 as well if my changeover price is minimal
 

shogun32

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how did you order a my23 when the banks aren't even open yet for another 2 months?
All cars depreciate 15-20% as soon as the tires roll off the dealer parking lot. I very much doubt there will any large price action relative to historical norms. Maybe 3-5% if that. What matters is what is he regulatory environment (attempts to outlaw ICE or triple the gasoline taxes) vs whatever the situation is vis-a-vis the S650 which could be nil. In which case it's a matter of how badly Ford's styling department is at it's job.
 

The Demon

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hellohello123

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how did you order a my23 when the banks aren't even open yet for another 2 months?
All cars depreciate 15-20% as soon as the tires roll off the dealer parking lot. I very much doubt there will any large price action relative to historical norms. Maybe 3-5% if that. What matters is what is he regulatory environment (attempts to outlaw ICE or triple the gasoline taxes) vs whatever the situation is vis-a-vis the S650 which could be nil. In which case it's a matter of how badly Ford's styling department is at it's job.
I'm not sure. When placing the order. I asked about which my it was, they gave me both options. They say my22 would come a bit earlier my 23 would be mid to late march (I'm in australia) and they can add that into contract,

So that's my contract says
 

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https://www.reuters.com/business/au...-message-car-makers-your-turn-pay-2022-08-03/

An article from Reuters, highlighting the strategic partnerships being formed to secure chips for automotive manufacturers.

“You can't have one element of the industry carry the water for the rest of the industry,” he told Reuters. “We will not put capacity on unless that customer is committed to it, and they have a state of ownership in that capacity.”

Several efforts the world over have been initiated to fund increased capacity. IMO, even if most of those efforts pan out, it will be a while (securing new locations, permitting, labor, resources, equipment, installation, testing) before the new chip making plants and equipment is brought on-line.
 

shogun32

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“You can't have one element of the industry carry the water for the rest of the industry,”
and expanding into a world-wide depression is going to means huge losses for all involved. S, Korea has chips overflowing their warehouses because lack of sales. If autos were smart they'd scoop up the glut of production in long term contracts. But it also assumes worldwide new car sales doesn't take a >20% dump for the next 3 years. Everyone assumes EVs are going to sell. Nope.
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