According to a recent LinkedIn post from EV Co, BMW is reportedly discontinuing its iX electric SUV in the U.S. market amid declining sales and preparing to introduce a next-generation iX3 on its Neue Klasse EV architecture. The post indicates that production of the iX will continue for other regions, underscoring a geographic shift in BMW’s product focus.
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The LinkedIn post highlights that BMW delivered 12,587 iX units in the U.S. in 2025, down 18% year over year, with Q1 2026 deliveries falling to 3,626 units, a 50% decline. The post suggests the upcoming iX3 could feature lower pricing and roughly 400 miles of range, positioning it more competitively against models like Cadillac’s Lyriq.
For investors tracking the broader EV landscape, the content implies that legacy automakers are adjusting product portfolios rapidly in response to demand and competitive pressure. A pivot toward a new platform with improved range and pricing could enhance BMW’s long-term EV positioning, while near-term discontinuation risks leaving a temporary gap in its U.S. premium EV lineup.
The post may also reflect ongoing price and technology pressure from both traditional rivals and pure-play EV manufacturers, with Neue Klasse serving as a potential margin and scalability lever. If the iX3 meets the performance and cost expectations suggested, it could improve BMW’s ability to defend share in the U.S. premium EV segment and influence valuation narratives around legacy OEM EV transitions.