bonzobanana
Guru
Shimano's innovations don't always take hold. Cues may not have the success they expect or other firms muscle in and take their market share and then they change their mind and re-formulate their line up. Aliexpress will be a good source of the groupsets and parts that Shimano deny Europe or the US access to. Tourney is huge in poorer countries and where people need basic but solid functionality for a bike used maybe 1000s of miles per year.
Cues is likely something Shimano feel will give them more market control and higher margins but that only happens if it succeeds.
Over 95% of ebikes are hub motor based and many such ebikes go cheap on the drivetrain as the hub motor takes a huge chunk of wear off the drivetrain so many fairly expensive ebikes have basic Tourney drivetrains even with freewheels as they are fit for purpose with a hub motor based ebike. Ebikes are likely to increase in volume and so there is less need for a huge range of gears. 7 is fine when the motor is doing much of the work. Basically I can't see the need for basic drivetrains going away. Even if there is no Claris, Tiagra or Sora there will be Microshift equivalents plus there are many upcoming Chinese and Taiwanese brands happy to fill the void that Shimano creates.
I looked at a youtube video about a bike shop in the Philippines and maybe 80% of the bikes in that shop had LT-Woo groupsets, there was very little Shimano to be seen. It's an extremely price sensitive market so as soon as a reasonable quality alternative becomes available that is cheaper they quickly switch where as Europe and the US are much slower to change as not as price sensitive although we may get that way.
Cues is likely something Shimano feel will give them more market control and higher margins but that only happens if it succeeds.
Over 95% of ebikes are hub motor based and many such ebikes go cheap on the drivetrain as the hub motor takes a huge chunk of wear off the drivetrain so many fairly expensive ebikes have basic Tourney drivetrains even with freewheels as they are fit for purpose with a hub motor based ebike. Ebikes are likely to increase in volume and so there is less need for a huge range of gears. 7 is fine when the motor is doing much of the work. Basically I can't see the need for basic drivetrains going away. Even if there is no Claris, Tiagra or Sora there will be Microshift equivalents plus there are many upcoming Chinese and Taiwanese brands happy to fill the void that Shimano creates.
I looked at a youtube video about a bike shop in the Philippines and maybe 80% of the bikes in that shop had LT-Woo groupsets, there was very little Shimano to be seen. It's an extremely price sensitive market so as soon as a reasonable quality alternative becomes available that is cheaper they quickly switch where as Europe and the US are much slower to change as not as price sensitive although we may get that way.