丰田：电动汽车全球化战略报告

1、2Initiatives for vehicle electrification33High-pressure hydrogen tankFC stackEngineChargerCore technology for electrificationMotorBatteryPower Control UnitBEVsFCEVsPHEVsHEVsMaaSAutomated driving technologyConnected technologyCore technology for the electrification of Toyota vehicles and CASE technol

2、ogy44Milestones in popularizing electrified vehicles (announced in Dec. 2017)19902000201020202030204020501997: Worlds firstmass-produced HEV2050:Zero CO2 challenge2030HEVsPHEVs：4.5 million units or more：1 million units or moreBEVsFCEVsFrom around 2025: Electrified version available for all vehicle m

3、odelsFrom 2020: BEVs actively rolled out2014: FCEVsHEVsPHEVsFCEVs BEVsEngine-powered vehicles5520302017result2030HEVs/PHEVs：4.5 million units or more：1 million units or moreBEVs/FCEVs2025（as of 2019）（as of 2017）2018resultApprox. 5 years aheadRate of popularization in 2017Current rate of popularizati

4、onEngine- powered vehiclesElectrified vehiclesSudden surge in electrification at a pace exceeding initial challenge declared in 2017.Rate of popularization of Toyotas electrified vehicles66Main zero-emission vehicles(Including development concept, driving demonstrations, and system provision)FCEVsBE

5、VsMaaSWalking areaUltra-compactCompact and midsizePassenger vehiclesCommercial vehiclesLunar Rover77In 2020, commence mass production of proprietary BEVs starting in ChinaIncrease Toyota and Lexus BEV models worldwide（gradual introduction in Japan, India, U.S., and Europe）10 BEV models to be availab

6、le worldwide by the early 2020sActive rollout of BEVs (announced Dec. 2017)88From 2020, introduce proprietary BEVs starting in ChinaC-HR/IZOA*World premier at Shanghai Motor Show in April 201999Initiatives Toyota will engage in to popularize BEVsToyota will take a cooperative stance and work togethe

7、r with many parties to promote initiatives for the construction of new business models.Commence initiatives that aim to create new business models leveraging ultra-compact BEVs, starting in JapanFor areas in which the BEV market is already growing, efficiently develop various types of BEVs adapted t

8、o market needs at a low costDevelop high-performance batteries, which are the key to improved performance, and prepare a system for supplying batteries to respond to the rapidly expanding needs for electrified vehicles10101) To popularize BEVs-Development of business model-1111Major BEV markets and

9、main policies worldwideRed: Domestic BEV shareBlue: Number of BEV units sold in each countryChina:3.3%707,800 unitsBEV purchase grant: Max. 1 million yenNetherlands CanadaJapanSouth KoreaUKOther2018Norway:31.2%46,000 unitsBEV acquisition tax exemption: 1.38 million yenImport tax exemption, added-val

10、ue tax (25%) exemptionFrance:1.5%32,200 unitsBEV purchase grant: Max. 820,000 yenGermany:1.1%37,300 units BEV purchase grant: Max. 520,000 yenUS:1.3%228,600 unitsMax. 800,000 yen tax exemption from federal governmentAlso tax exemptions by stateBEV market formation supported by incentives such as tax

11、 benefits and grants(According to Toyota Motor Corporation)1.21millionunits1212Shift focus from the conventional idea of “manufacturing BEVs and having customers buy them,” to the idea ofSearching for partners openly and extensively, striving toward contributing to a better society and engaging in i

12、nitiatives to construct new business modelsToyotas challenges toward the popularization of BEVs1313BEV business models under considerationSalesReuse of batteriesPromote initiatives for the maximum utilization of added value for BEVs and batteries, from sales to disposal including improving product a

13、ppeal such as battery performance, in collaboration with partners in various fieldsPeripheral services Improved convenience/added value, such as charging services and insuranceConduct in supply parts, dealers,and homesPromote throughcomplete use of batteries, and use of renewable energyAssessment ju

14、dgmentBattery remaining valueLeasesReduce customer burden with RV settingImprove battery recovery rateUsed vehicle sales Establish used BEV business leveraging battery remaining valueBattery recyclingRecovering scarce resourcesDevelopment and manufacturingReasonable pricesHigh-performance batteries1

15、4141)To popularize BEVs:Deploy ultra-compact BEVs in Japan1515Safe & free mobility for all in both urban & rural environmentsCorporationsEmergence of new business opportunities for BEVs, including for compact vehicles, short distance use, and corporate useLocal municipalities Unwilling to drive long

16、 distances daily; need free mobility for local errands such as shopping or going to hospitalsConcerned about being able to drive a standard carUsually drive alone or with one passengerOnly need to drive at certain times; car not needed at homePrefer similar cruising range as new cars regardless of h

17、ow many years the car has been usedSuitable car size for ease of parkingCustomer opinions & concerns regarding BEVs1616Ultra-compact BEVs Younger people and the elderly individuals who prefer smaller vehicles Corporations and local municipal bodies that want to respond to environmental issues and ma

18、ke economical choicesExpected usersConcept-i RIDEmodelCommercially planned vehiclesBusiness concept model(Exhibited at Tokyo Motor Show 2017)Ultra-compact BEVs1717Ultra-compact BEVsCommercially planned vehiclesPlanned for release in 2020Mobility for daily errands such as shoppingBusiness use for sho

19、rt-distance trips or visitsOccupancy: 2 peopleSize (mm):Length Approx. 2,500Width Approx. 1,300Height Approx. 1,500 Maximum speed：60 km/h Cruising range on a single charge: Approx. 100 kmMain uses & featuresOverview1818i-ROADUnlikely to topple over, despite being the size of a motorcycleShort-distan

20、ce mobilityServes as the last-mile in urban areasMobility for tourist outings and resort staysMain uses & featuresUltra-compact BEVsOverviewOccupancy: 1 or 2 people Size (mm): Length 2,345Width 870Height 1,455Maximum speed: 60 km/hCruising range on a single charge: Approx. 50 km1919Walking area BEVs

21、Patrolling and security checks at large facilities such as airports or plants Mobility for luggage transport/handlingMain uses & featuresSize (mm):Length 700Width 450Height 1,200Maximum speed: 2, 4, 6, 10 km/h(variable speed)Cruising range on a single charge: Approx. 14 km Charging time: 2.5 hours (

22、battery is replaceable)OverviewConcept-i WALKConcept modelStanding type(Exhibited at Tokyo Motor Show 2017)Planned for release in 20202020Walking area BEVsSeated typeMobility when handling luggageMobility when walking is difficultWheelchair-linked typeRental at large facilities and tourism spots for

23、 manual wheelchair usersMain uses & featuresOverviewSize (mm): Length 1,180Width 630Height 1,090Maximum speed：2, 4, 6 km/h (variable speed) Cruising range on a single charge: Approx. 10 km Charging time: hours (battery is replaceable)Size (mm): Length 540 Width 630Height 1,090Maximum speed: 2, 4, 6

24、km/h (variable speed) Cruising range on a single charge: Approx. 20 km Charging time: 2.5 hours (battery is replaceable)Planned for release in 2021Planned for release in 20212121Collaborate with partners in various fields and also engage in dialogue with customers to establish business models while

25、fulfilling various roles (Companies or local governments currently sharing ideas: 40 entities)LeasesSalesReuse of batteriesPeripheral servicesAssessmentBattery recyclingUsed vehiclesalesDevelopment and manufacturingInitiatives for the popularization of ultra-compact BEVs/walking area BEVs2222Periphe

26、ral servicesLeasesUsed vehicleDevelopmentsalesandAssessmentBatterymanufacturingrecyclingSalesReuse of batteriesRoles fulfilled by ultra-compact BEVs and walking areaTo achieve “Mobility for All,” offer safe and secure mobility that responds in detail to various customer needs23232) BEVs for global d

27、eployment2424BEVs for global deploymentAiming for popularization in major markets with strong demand such as China, the U.S., and EuropeTo encourage various customers with different needs to choose this product:Prepare enough variations(At least 10 models globally from 2020 onward)Implement efficien

28、t and smart development to offer vehicles at reasonable prices2525Efficient planning and developmentDeploy six variations jointly with partners in their respective fields of expertiseMedium sedanLarge SUVMedium minivanMedium crossoverMedium SUVCollaborative planningCompact2626Dedicated platform coll

29、aborative planning (): e-TNGAChangeFixedFixed一種類FixedSide viewTop viewBattery widthTotalwidthDriver/passenger positionFixedDe電t子ermine fixed points and points of change, and respond fluidlyto multiple variationsChangeChangeFixedWheel baseChangeFixedFixedRear motorFront motor2727BEV unit that enables

30、 multiple variations through motor combinationsFront- Wheel drive4WDRear- Wheel drivePCUMotorDrive shaftFront motorRear motorDedicated platform collaborative planning (): e-TNGA2828Module development: e-TNGAFrontRearFront moduleCenter moduleRear moduleBatteryMotorOverhang ShortLongShortLongWheel bas

31、e MiddleOverhang ShortLongCapacitySmallMedium LargeSmallOutput Medium LargeAB CDeploy multiple variations efficiently2929BEVs for global deployment3030System for BEV popularizationEV C.A. Spirit Corporation (From Oct. 2017)Employ full-time engineers from each company for collaborative development of

32、 common architectureToyota ZEV Factory (from Nov. 2018)Promoting BEV product development and related business planningSupply basic technology to accelerateproduct developmentEV Business Planning Dept.(From Oct. 2016)3131Toyota ZEV factory rolesVehicle sizeBattery developmentAutomated drivingMobility

33、-relatedbusinessUltra- compactGlobally deployed BEVsContribute to reducing CO2 emissions through the global popularization of BEVsPursuing mobility that is loved by people and societyTraveling distanceFCEVsBEVsPassenger vehicles and commercial vehiclesAchieve “Mobility for All” with the compact mobi

34、lity lineup3232Main dutiesBEV and FCEV business strategy planningProduct planning, collaborationBEV development planningPlatform development, productiontechnology etc.BEV product development to address walking area, ultra- compact design, full-scale deploymentToyota ZEV FactoryFrameworkAdd logos for

35、 Hayashi Telempu and ToyotaPersonnel as of June 2019: Approx. 290Employees on loan from related companies and organizations to promote BEV product development and related company plans3333Aiming for the popularization of globally deployed BEVsLeasesSalesUsed vehicle salesReuse of batteriesPromote th

36、e construction of new business models for globally deployed BEVsPeripheral servicesDevelopment and manufacturingRecyclingAssessment34343) Battery development and supply3535High-pressure hydrogen tankFC stackEngineChargerCore technology for electrificationMotorBatteryPower Control UnitHEVsBEVsFCEVsPH

37、EVsMaaSAutomated driving technologyConnected technologyCore technology for Toyota vehicle electrification and CASE technology3636Battery capacity (kWh)/Vehicle weight (t)SmallLargeFuel efficiency(km/L)PriusToyotavehiclesCamry HVCompany A HEVCompany A HEVCompany A HEVCompany B HEVCompany B HEVHEVs: A

38、chieve fuel efficiency even with low battery capacity due tohighly efficient systemUtilize in BEVsToyota vehicle electrification technology cultivated through HEV development3737Prius PHVApprox. 10%Competitor PHEVBEV cruising range per battery capacity (New European Driving Cycle)PHEVs: Realize long

39、 BEV cruising range by means of a highly efficient systemUtilize in BEVsPHEV system development3838Battery durability (battery remaining capacity after long-term use)Aim for world-class durability to control degradation in various aspects including battery materials, pack structure, and the steering

40、 system100%World-class durability targetsC-HR/IZOASecond-generation Prius PHV (Approx. 75%)First-generation Prius PHVYears passed(BEV cruising range)0Battery capacity maintenance rate10 years3939Used vehiclesalesBatteryrecyclingReuse of batteriesPeripheral servicesLeasesDevelopmentandAssessmentmanufacturingSalesBEV business models envisioned by ToyotaIncreas