丰田：2019年电动汽车全球化战略报告-2019.6-45页 (2).pdf

11June 7,2019Shigeki TerashiExecutive Vice President Toyota Motor CorporationAiming to Popularize BEVsToyotas Challenge22Initiatives for vehicle electrification33High-pressure hydrogen tankFC stackEngineChargerCore technology for electrificationMotorBatteryPower Control UnitHEVsBEVsFCEVsPHEVsMaaSAutomated driving technologyConnected technologyCore technology for the electrification of Toyota vehicles and CASE technology44Milestones in popularizing electrified vehicles(announced in Dec.2017)19902000201020202030204020501997:Worlds firstmass-produced HEV2050:Zero CO2challenge2030HEVsPHEVs：4.5 million units or more：1 million units or moreBEVsFCEVsFrom around 2025:Electrified versionavailable for allvehicle modelsFrom 2020:BEVsactively rolled out2014:FCEVsHEVsPHEVsFCEVsBEVsEngine-powered vehicles552030（as of 2017）2017result2030HEVs/PHEVs：4.5 million units or more：1 million units or moreBEVs/FCEVs2025（as of 2019）2018resultApprox.5 years aheadRate of popularization in 2017Current rate of popularization Engine-powered vehiclesElectrifiedvehiclesSudden 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)FCEVsBEVsMaaSWalking areaUltra-compactCompact and midsizePassenger vehiclesCommercial vehiclesLunar Rover77In 2020,commence mass production of proprietaryBEVs starting in ChinaIncrease Toyota and Lexus BEV models worldwide（gradual introduction in Japan,India,U.S.,and Europe）10 BEV models to be available worldwideby 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 together with many parties to promote initiatives for the construction of new business models.1)Commence initiatives that aim to create new business models leveraging ultra-compact BEVs,starting in Japan2)For areas in which the BEV market is already growing,efficiently develop various types of BEVs adapted to market needs at a low cost3)Develop 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 main policies worldwideRed:Domestic BEV shareBlue:Number of BEV units sold in each countryChina:3.3%707,800 unitsBEV purchase grant:Max.1 million yenJapanCanadaNetherlandsSouth KoreaUKOther2018Norway:31.2%46,000 unitsBEV acquisition tax exemption:1.38 million yenImport tax exemption,added-value 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 benefits and grants(According to Toyota Motor Corporation)1.21 million units1212Shift 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 initiatives to construct new business modelsToyotas challenges toward the popularization of BEVs1313BEV business models under considerationLeasesSalesReuse of batteriesPeripheral servicesUsed vehicle salesBattery recyclingDevelopmentand manufacturingAssessment judgmentPromote initiatives for the maximum utilization of added value for BEVs and batteries,from sales to disposal including improving product appeal such as battery performance,in collaboration with partners in various fieldsImproved convenience/added value,such as charging services and insuranceConduct in supply parts,dealers,and homesPromote through complete use of batteries,and use of renewable energyBattery remaining valueReduce customer burden with RV settingImprove battery recovery rateEstablish used BEV business leveraging battery remaining valueRecovering scarce resourcesReasonable pricesHigh-performance batteries14141)To popularize BEVs:Deploy ultra-compact BEVs in Japan1515Unwilling to drive long distances daily;need free mobility for local errands such as shopping or going to hospitalsPrefer similar cruising range as new cars regardless ofhow many years the car has been usedUsually drive alone or with one passengerSafe&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 municipalitiesSuitable car size for ease of parking Concerned about being able to drive a standard carOnly need to drive at certain times;car not needed at homeCustomer opinions&concerns regarding BEVs1616Ultra-compact BEVsYounger people and the elderly individuals who prefer smaller vehiclesCorporations and local municipal bodies that want to respond to environmental issues and make 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 short-distance trips or visitsOccupancy:2 peopleSize(mm):Length Approx.2,500Width Approx.1,300Height Approx.1,500Maximum speed：60 km/hCruising range on a single charge:Approx.100 kmMain uses&featuresOverview1818i-ROADUnlikely to topple over,despite being the size of a motorcycle Short-distance mobilityServes as the last-mile in urban areasMobility for tourist outings and resort staysMain uses&featuresUltra-compact BEVsOverviewOccupancy:1 or 2 peopleSize(mm):Length 2,345Width 870Height 1,455Maximum speed:60 km/hCruising range on a single charge:Approx.50 km1919Walking area BEVsPatrolling 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 kmCharging time:2.5hours(battery is replaceable)OverviewConcept-iWALKConcept modelStanding type(Exhibited at Tokyo MotorShow 2017)Planned forrelease in 20202020Walking area BEVsSeated typeMobility when handling luggageMobility when walking is difficultWheelchair-linked typeRental at large facilities and tourism spots for manual wheelchair usersMain uses&featuresOverviewSize(mm):Length 1,180 Width 630Height 1,090Maximum speed：2,4,6 km/h(variable speed)Cruising range on a single charge:Approx.10 kmCharging time:hours(battery is replaceable)Size(mm):Length 540 Width 630Height 1,090Maximum speed:2,4,6 km/h(variable speed)Cruising range on a single charge:Approx.20 kmCharging time:2.5 hours(battery is replaceable)Planned forrelease in 2021Planned for release in 20212121Collaborate with partners in various fields and also engage in dialogue with customers to establish business models while fulfilling various roles(Companies or local governments currently sharing ideas:40 entities)LeasesSalesReuse of batteriesPeripheral servicesAssessment Battery recyclingUsed vehicle salesDevelopment and manufacturingInitiatives for the popularization of ultra-compact BEVs/walking area BEVs2222LeasesSalesReuse of batteriesPeripheral servicesAssessment Battery recyclingUsed vehicle salesDevelopment and manufacturingRoles fulfilled by ultra-compact BEVs and walking area To achieve“Mobility for All,”offer safe and secure mobility that responds in detail to various customer needs23232)BEVs for global deployment2424BEVs 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:1）Prepare enough variations(At least 10 models globally from 2020 onward)2）Implement efficient 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 collaborative planning():e-TNGA ChangeFixedFixed電子一種類FixedSide viewTop viewBattery widthTotal widthDriver/passenger positionFixedWheel baseDetermine fixed points and points of change,and respond fluidly to multiple variationsChangeChangeFixedChangeFixedFixedRear motorFront motor2727BEV unit that enables multiple variations through motor combinationsFront-Wheeldrive4WDRear-WheeldrivePCUMotorDrive shaftFront motorRear motorDedicated platform collaborative planning():e-TNGA 2828Module development:e-TNGAFrontRearFront moduleCenter moduleRear moduleBatteryMotorOverhangWheel baseOverhangCapacityOutputShortLongShortLongMiddleShortLongSmallMedium LargeSmallMedium LargeABCDeploy 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 common architectureToyota ZEV Factory(from Nov.2018)Promoting BEV product development and related business planningSupply basic technology toaccelerate product developmentEV Business Planning Dept.(From Oct.2016)3131Toyota ZEV factory rolesVehicle sizeBattery developmentAutomated drivingMobility-related businessTraveling distanceUltra-compactGlobally deployed BEVsContribute to reducing CO2 emissions through the global popularization of BEVsPursuing mobility that is loved by people and societyFCEVsBEVsPassenger vehicles and commercial vehiclesAchieve“Mobility for All”withthe compact mobility lineup3232BEV and FCEV business strategy planningProduct planning,collaborationBEV product development to address walking area,ultra-compact design,full-scale deploymentBEV development planningPlatform development,production technology etc.Employees on loan from related companies and organizations to promote BEV product development and related company plansFrameworkMain dutiesToyota ZEV FactoryAdd logos for Hayashi Telempu and ToyotaPersonnel as of June 2019:Approx.2903333Aiming for the popularization of globally deployed BEVsLeasesSalesUsed vehicle salesReuse of batteriesPromote the construction of new business models for globally deployed BEVsPeripheral servicesDevelopment and manufacturingRecyclingAssessment 34343)Battery development and supply3535High-pressure hydrogen tankFC stackEngineChargerCore technology for electrificationMotorBatteryPower Control UnitHEVsBEVsFCEVsPHEVsMaaSAutomated driving technologyConnected technologyCore technology for Toyota vehicle electrification and CASE technology 3636Battery capacity(kWh)/Vehicle weight(t)SmallLargeFuel efficiency(km/L)PriusCamry HVToyota vehiclesCompany AHEVCompany AHEVCompany AHEVCompany BHEVCompany BHEVHEVs:Achieve fuel efficiency even with low battery capacity due to highly efficient systemUtilize in BEVsToyota vehicle electrification technology cultivated through HEV development3737Prius PHVCompetitor PHEVApprox.10%BEV cruising range per battery capacity(New European Driving Cycle)PHEVs:Realize long 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 systemFirst-generationPrius PHVC-HR/IZOAWorld-class durability targets100%0Second-generation Prius PHV(Approx.75%)Years passed(BEV cruising range)Battery capacity maintenance rate10 years3939Assessment LeasesSalesUsed vehicle salesReuse of batteriesBattery recyclingPeripheral servicesDevelopmentand manufacturingBEV business models envisioned by ToyotaIncreasing battery durability not only improves product appeal,but is effective for used vehicle sales and the battery reuse business4040Batteries are needed at a rate significantly exceeding previous expectationsNeed to develop partnerships in development and supply199720182030Current rate of popularizationPrevious rate of popularization2025Approx.20-foldBattery capacity needed for all Toyota electrified vehicles4141Framework for battery procurement and collaborationsCoordinate with global battery manufacturers in addition to conventional partners,Panasonic and PEVE,to respond to the rapid popularization of electrified vehicles4242Message from Toyota4343Aiming to popularize BEVs Much work lies ahead to achieve the popularization of BEVs.Specifically,we will be focusing on vehicle development and the stable supply,improved durability,and reuse of batteries.Toyota is steadily preparing a framework to respond thoroughly to the challenge,putting all the pieces in place,including the construction of new business models.We are searching for partners in a more extensive and open manner as we strive to contribute to a better society.Please join us in promoting our initiatives.Our home planetPopularization of electrified vehicles on a global scaleTransitioning from an automobile company to a mobility companyMobility for All扫码关注：金融干货精选获取更多干货资料