Well, if even a young company likes Tesla could build a sports car that is capable of going 0-60 in under 3s. What can Ferrari offer that is compelling to the market in the world of EV?
If anything, brands like Rolls Royce or Bentley stand a better chance in providing plush interior with comfortable form factor.
Which Ferrari will have a hard time convincing that they are a brand of high performing sports car, when every other EV has capabilities of sports car.
There’s handling, driver experience, fit and finish, looks etc.
Every other EV is a everyday car designed to be practical and it just so happens that electric gives good acceleration/torque.
Take an existing premium sports car. It looks like a sports car, it handles like a sports car, there premium price will allow for premium electric engines and components, it’ll be a better electric sports car than the electric saloon several hundred thousand dollars cheaper.
You can get ICE cars today that are cheaper than Ferrari and with some bolt on components go faster than a Ferrari yet Ferrari has no trouble selling Ferrari’s because a Ferrari is more than just a fast car.
We have multiple tiers of ICE cars, we will have multiple tiers of electric cars. So far Tesla will not be competing with the Ferrari’s, Lamborghinis or McLaren’s and those brands will stay catering for the premium market with premium components , premium handling and premium performance. Because of their brand the first few generations they also likely can get away with a premium on top of the already premium price and still have a waiting list.
Porsche would be fine in EV era because its overall performance is well known. But I don't know much other brands' performance other than horsepower and 0-60.
Exotic styling would be remain. Exotic sound would be disappeared due to regulation and it's nonsense for EV.
I see a Ferrari is a status symbol, as likely their internal brand and sales teams would too.
To me it would function as a piece of fashionable jewellery to signal 'I'm filthy rich'. From that point of view they could sell anything as long as they can maintain the exclusivity and public perception that the owner of that thing is 'filthy rich'.
