Disagree. The Discovery has gone where the market is. Beneath it they’ve put a working car, the Defender. Lots of Discoveries are used as working cars. Ours has, on occasion, gone 500km without hitting a road. And that’s before we consider snow belt markets.What JLR has done with the Defender seems barking.
Evoque, Freelander etc - Silly little road cars driven on the school run - crowded market, but fine, some people will buy those.
New Discovery - Gone from farmers car to Chelsea tractor - annoying, and self limited to people with serious cash to burn.
New Defender - Gone from working car to Chelsea tractor - Why?! The Disco already had this covered. LR now don't have a proper working car, unless your name is Tarquin, and by working, you mean driving 50m down a potholed road to pick some pre-gutted pheasants up off your man.
If you start from the position that a twincab is not a car, then working car market is small. Most of the players still in I are selling designs that are basically 30 plus years old. They aren’t replacing them because they can’t see a business case to do so. There will not be another Pajero / Shogun and Toyota have no idea how to replace the Landcruiser or Prado.
JLR have jumped two, maybe three generations with the new Defender. Some of the biggest buyers of working 4x4 cars in the world are seriously looking at it as a potential replacement for their Toyota fleets because it is in a different league in terms of emissions and safety. I think we’ll see all of Australia’s mining companies buying Defenders to replace their Prados.