An anxious Japanese carmaker, on the last day of 2017, released a blockbuster.
On December 31, 2017, it was just a Sunday when a large number of Chinese citizens were enjoying the New Year's Day holiday comfortably.
However, the four Japanese car giants, the 'World Fortune 500' darlings, finally reached a consensus after experiencing a marathon of hard negotiations, joining previously electric-powered Toyota, Mazda and Denso Automotive co-development company EV.Common Architecture Spirit.Co.
The four companies are Suzuki, Daihatsu, Subaru and Hino respectively. They agreed to join the Toyota-led company, contributing their own technology, sharing research and development costs and sharing technological achievements, but not holding the shares of the technology company.
This is Japan's national EV Alliance, is bound to affect the global pattern of new energy automotive industry. At this point, Japan's car prices have fully joined the 'world war' of new energy vehicles.
Japanese EV pattern
Suzuki, Daihatsu, Subaru and Hino, the last batch of Japanese car makers to announce their push into the R & D of electric vehicles, Japan has formed an alliance of three mobile electric vehicles:
1, Renault-Nissan-Mitsubishi alliance.The three companies, almost every EV sales can enter the global TOP10, but its success is in the French far-sighted vision of Carlos Cohen, Nissan is the world's first pure launch Electric car production car prices.
Toyota's alliance, including Toyota, Mazda, Suzuki, Subaru, Daihatsu and Hino, covers almost all the core strengths of Japanese cars, a wave of vehicles that were delayed by hybrid-fuel-cell technology and a Unit powerful force.
Honda Motor Co., Ltd. This is Japan's other giant with a turnover of hundreds of billions of dollars, but Honda's blockbuster is the weakest in the entire automobile industry. On the one hand, as one of Japan's big three, Honda Obviously difficult to put away self-esteem, to join the Toyota camp.However, it does not have strong enough appeal to win over a group of younger brothers and their co-development of electric vehicles.
Japanese reality is also shocking, all the country's 'little brother' actually all lean on Toyota, resulting in Honda in its home market, has become 'the world's orphans' Honda, desperation, had to turn their sights China, trying to find warmth across the sea.
As a result, Honda frequently announced in the past few months that China's high-tech enterprises are hand in hand: firstly, announced that in order to jointly develop electric vehicles and jointly develop the shared travel business with Neusoft, Honda also announced that it will work with Chinese start-up companies Soup technology cooperation, commissioned the development of this enterprise L4, L5 level of autopilot technology.On today, Honda also announced that together with China's technology giant Ali, to jointly develop car networking applications.
Honda's frustration, contrasting the strong Toyota Alliance.
Japan EV National Union
In the course of one hundred years of development of automobile industry, there is almost no precedent for such a huge enterprise alliance to develop the same technology, and the 6 car companies plus Denso will have an annual turnover of 400 billion U.S. dollars.
In the new company, Suzuki and Daihatsu will be responsible for the development of small electric vehicles, Subaru will contribute to the development of medium-sized vehicles, Hino is responsible for the development of commercial vehicles EV.
According to Toyota and Mazda original plans, their annual sales of electric vehicles hope to reach 300,000, with the four companies to join, based on the EV Common Architecture Spirit electric car sales target may be up 50% to 450,000.
If this vision comes true, EV CASpirit will immediately become the global market's most influential electric car industry alliance, both in battery procurement, or other core parts procurement, research and development costs amortization, have become extremely Competitive.
Worries of China EV war chaos
In stark contrast to the Japanese automaker's Baotuan heating, the chaotic battle of Chinese EV companies that dominated the first mover advantage has reached a heartbreaking point.
Hundreds of market participants squeezed into this 700,000-unit market, with only the top two in excess of or close to 100,000 units annual sales, which started to drop rapidly from third place To 30,000 or so.
Car review Jun difficult to imagine, such a sales volume, how to ensure adequate funding into research and development?
Even more worrying is that in this market, there are dozens of start-up EV manufacturers, their sales are zero, need to continue to invest in R & D, production and operation of funds, the source of these funds all from Financing.
It is expected that most of these companies will die in the competition.
The automotive industry is an industry that needs to scale, especially when combined with the Internet, and the scale will become even more critical as it can become a "cyber effect," and only a certain amount can underpin ecology and attract developers.
It's time for China's EV industry to wake up, and when there are so many alliances like Toyota and so many alliances that bring together new energy vehicles, we are in no shape at all Reason to be optimistic.
Imagine, by the time the new energy subsidy was canceled by 2020, when the joint venture shares in the EV field were canceled, but the tariffs on imported vehicles dropped drastically, the then global auto giants attacked the market for new energy vehicles in China Now, the 'scattered soldiers and valiant', to resist the attack?