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Interesting info re: S90, I can see why there's an ES in the plan, at least on the earlier Blue chart. But oddly not the recent China chart? You'd think that would be noteworthy for China market, even if it meant adding another year to that graphic. Makes sense that EX30 and MPV come sooner, since their counterparts are already in production and that's a faster path to EV volume. Will be interesting to see timing for V546, EX60, and ES90.I think it's worth doing the Excellence and the LWB versions to take on e.g. Range Rover in this segment. Geely wanted Volvo to make an S100 on the SPA platform but Volvo was nervous and resistant. They were a small independent car manufacturer for a long time so it feels like they are cautious when moving into new segments. "Hurry up slowly" as the Swedes say. That is changing now due to new people but also now being part of a big international group of brands. In the end the compromise was the S90L, 4 seat version, lounge concept and Excellence versions. Lower risk as a LWB of an existing model and a cheaper option too. A compromise between Volvo being cautious of going into a bigger and more expensive segment and Geely wanting to have presence there with one of their brands. To keep moving into that space Volvo needs to keep trying to build the brand image. Range Rover have incrementally moved into the luxury SUV space since the 2nd generation i.e. 1994. So Volvo can't try it once and leave the segment. Need to build the brand as an option there. So I think they will stick with or keep going with the EX90 Excellence (4 seater and also 3 seater), maybe a LWB version too.
Audi was a mainstream brand in the mid to late 1990s similar in kudos to a VW. It took a concerted and consistent effort to move Audi into more luxurious segments with larger models and sportier models to move it up to being alongside Mercedes and BMW.
Sort-of-re: Audi's path, I'm a fan of Volvo doing MPV. I think there's an untapped market for what are essentially premium minivans - combo of badge + utility can deliver what families need and also help the self-aware overcome threats to their self-image.