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Interesting, I’ve seen more used Porsches being sold at dealerships near me, and nearly no allocations (at least for 911 models). Selling 300k Porsches in 2021 is impressive.

Allotments are out there for basically everything but the 911. Neighbor was able to walk into the dealer and get an allotment 5k over sticker for a cayenne turbo no problem.

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There are chips out there, article correctly points out that’s luxury automakers got their allotments to continue to make money whereas lower end brands did not like VW brand.

This is where the conglomerate helps, VW Group has massive buying power, and directed the chips they did have into more profitable cars such as Porsche, continuing to fuel the sales figures. Super interesting, great article OP.

There are several points here.
1) concept of sell vs concept of delivery: In many countries you order the car, is not in the stock, and you wait 3-4 weeks, even months. This happened before chip shortage. For america, is important if the numbers are "sell" as a concept of dealership orders or sell in terms of units delivered to clients.
2) Money abundance: In these times money is flooding everywhere, and thus, the appetite for cars, and more concretely, luxury cars.
3) Margin: A low-cost car company, probably cant negotiate and maintain production if prices rise, they have tight margins. Luxury cars can absorb the price rise at the cost of margin.
4) Buying power: Porsche is part of VW who can push their suppliers to get higher in the delivery list.
5) Prioritization: Inside VW group, they would most probably prioritize porsche or lambo rather than skoda or seat in their arrangements with suppliers, because of the margin and unit price. You need about the same number of electronic materials for a 911 than for a golf, but 911 prices 5x, so you prefer to produce 1 911 than 1-1,5 golfs, in terms of revenue and margin. Also they know the wave is temporary, as long as the money floods, so they need to ride it before market collapses and everybody will be looking for cheap cars.

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