Teslajia code Toyota change road giants reflect the global electric vehicle industry pattern

Teslajia code, Toyota changed lanes, by the end of 2016, the international car companies in the field of electric vehicles have a significantly accelerated trend.

On November 8, Tesla announced that it will acquire Grohmann, a German battery and energy automation company. Once the acquisition is successful, some parts of Tesla's automated production system will be developed and produced in Pruem, Germany.

Tesla intends to increase its production capacity from the current 80,000 to 500,000 in 2018. According to the blog, “In the past 4 years, we have successfully increased the capacity of the California plant by 4 times, and hope that this acquisition will accelerate the growth of capacity.”

At the same time as Tesla's production capacity, Toyota, the world's largest automaker, is quietly adjusting its strategy. Also in early November, Toyota announced that it will increase the R&D and industrialization of pure electric vehicles, and called it Lithium battery related technology reserves have been available. For this car overlord who has been betting on hybrid and hydrogen fuel power, today's return to the heart, the signal released is worthy of attention: electric cars will become a major trend in the future for a long time.

"Although Toyota's layout in the field of electric vehicles is relatively late, it has long been adopting a strategy of planning and moving. It will quickly act in a certain market and occupy the commanding heights of technology and market." According to the analysis of the Electric Vehicle Research Institute (GGII), in the field of electric vehicles, Toyota is likely to become a dark horse.

If you put your vision on the European continent, you will find that the trend of electric vehicles is more obvious. In October this year, the German Federal Senate passed a resolution stipulating the ban on the sale of fuel vehicles after 2030, allowing only zero-emission vehicles to be sold.

After the policy pushes, European auto companies, including Volkswagen, BMW and Mercedes-Benz, have also announced their purely electricization strategies. Volkswagen Group CEO Mulun publicly stated: "By 2025, Volkswagen plans to launch at least 30 pure electric vehicles, thus making the Volkswagen Group the world's leading electric vehicle manufacturer." According to the plan, the sales of pure electric vehicles will also be greatly improved. It is 2 million to 3 million vehicles, accounting for 1/4 of the total sales of the Volkswagen Group.

It is undeniable that the next five years will be a crucial period for reshaping the electric vehicle industry. In this round of industry competition, the fast-moving car companies in the electrification strategy and power battery core components will stand out and be slow. Companies with unclear goals will miss out on opportunities.

Zhu Yulong, a senior auto expert, believes that the differentiation of pure electric vehicles from international automakers depends on whether the matching battery technology and battery follow-up are integrated into their own production systems. The turning point of the real industry will appear around 2019-2020.

We have sorted out the electrified strategic layout of mainstream international car companies including Tesla, Toyota, Volkswagen, Mercedes-Benz and BMW, and sorted out their actions in the field of power batteries, hoping that Sato Noboru will analyze the global electric car market trend for the industry before First, we will judge the future industrial structure of the electric vehicle industry from the layout of the giants.

Tesla: Europe builds second factory

As an electric car star company, Tesla's layout has always been a matter of attention. On November 10th, a Tesla spokesperson said that Tesla plans to build a "super factory" in Europe to produce batteries for electric vehicles and electric vehicles , and to start site selection next year.

Just two days ago, Tesla announced that it will acquire Grohmann, a German battery and energy automation company. Once the acquisition is successful, some parts of Tesla's automated production system will be developed and produced in Pruem, Germany.

Tesla intends to increase its production capacity from the current 80,000 to 500,000 in 2018. Tesla said in the blog: "In the past 4 years, we have successfully increased the capacity of the California plant by 4 times, and hope that this acquisition will accelerate the growth rate of capacity."

To date, Tesla Model 3 has more than 400,000 orders and will be produced by the end of next year and delivered in 2018.

On July 29 this year, the Tesla Gigafactory Super Battery Plant in Nevada was officially launched. The plant has a designed capacity of 35 GWh and will be able to supply lithium-ion batteries to 460,000 Model S electric vehicles every year.

Volkswagen: 350,000 pure electric vehicles sold in 2025

After the outbreak of the Volkswagen Group's emissions gate, it brought a major credibility crisis. With the development of the global electrification trend, the development of pure electric vehicles has become a new breakthrough for the future development of the public.

Volkswagen Group CEO Mullen said: "By 2025, we plan to launch at least 30 pure electric vehicles, which will make Volkswagen Group become the world's leading electric vehicle manufacturer, reshaping the corporate image." According to the plan, the sales of pure electric vehicles It will also be significantly increased to 2 million to 3 million units, accounting for 1/4 of the total sales of the Volkswagen Group, in order to increase corporate profits.

In the future, the development focus of the Volkswagen Group will shift to the new energy market. According to previous plans, by 2020, Volkswagen Group will launch 20 new energy vehicles, covering multiple market segments such as hybrid power, plug-in hybrid power and pure electric vehicles. In order to achieve the goal of a total sales volume of new energy vehicles exceeding 100 million units by 2025.

At the same time, Volkswagen Group is developing a new MEB modular living platform tailored for pure electric vehicles. The new platform can support a maximum range of 400 km or even 500 km, while providing a more optimized space layout and development of the MEB platform. The work will be completed in 2019, and the BUDD-e concept concept car is expected to be the first model to be built on this platform.

In addition, the Volkswagen Group will invest 10 billion euros to build a new battery plant overseas, laying the foundation for the future development of new energy vehicles.

BMW: electric mobility strategy

The order for Tesla Model 3 over 400,000 cars has made BMW unsettled. At the beginning of this year, BMW, which had just passed its 100th birthday, announced its new strategy in Munich. Among them, electric mobility is placed in a very important position. In addition to the original i3 series, BMW or the pure electric version of the main models, including the 3 Series, X4 and MINI.

BMW CEO Kruger said: "As more and more electric models are pushed into the market, BMW electric vehicle sales will increase by about 60% in 2017, reaching a sales target of 100,000 units."

Since 2013, all of BMW's electric models have sold more than 100,000 units. In 2016 alone, the Munich car manufacturer expects to deliver 60,000 pure electric and hybrid vehicles.

It is worth noting that there are reports that there are differences within the BMW Board of Directors regarding the increase in investment in electric vehicles. Some executives are reluctant to put too much resources on electric vehicle projects. At present, BMW's auto business has maintained an 8% growth in operating revenue for 25 consecutive quarters, and management does not want to pose risks to this performance. Plus BMW has invested a lot of money in car sharing projects. The electric vehicle business is basically a field of serious losses in the current industry. Balancing the balance between strategic investment and continued profitability is a problem for the current BMW Group board.

Mercedes-Benz: 1 billion euros to battery technology

In the next few years, Mercedes-Benz will launch at least 10 battery-powered cars. At the Paris Motor Show, the Mercedes EQ, a near-production electric SUV concept car, will be launched. It is expected to be launched in 2020. By 2025, pure electric vehicles will account for Mercedes sales. 15% to 25%.

With the bet on the new electric EQ sub-brand, Mercedes-Benz has begun to build a battery factory in Germany. Mercedes-Benz's battery plant in Germany is located in Kamenz, close to Dresden, which will start construction in 2018, becoming the second battery plant in the region, with a fourfold to 80,000 square meter production and logistics area. Meter.

The new plant will be operated by Daimler subsidiary Accumotive to supply lithium-ion batteries for Mercedes-Benz, Smart electric vehicles and Mercedes-Benz energy storage, 48V systems. According to the media, Mercedes-Benz's development budget for battery technology is expected to reach 1 billion euros.

Toyota: Strategic change lane sword refers to pure electric

In early November, the media reported that Toyota is starting to develop pure electric vehicles, with the goal of being listed around 2020. Toyota will set up a dedicated team in early 2017 with the goal of developing an electric car with a charging range of more than 300 kilometers. The new model will be developed based on existing models such as the Prius and hybrid Corolla.

Subsequently, Toyota announced that it is discussing with Mazda on further in-depth cooperation. In the future, the cooperation between the two will cover more fields, and it is expected to realize cooperative development of electric vehicles.

On the core component battery, Toyota seems to be well prepared. According to reports, Toyota has developed a solution to the instability of lithium batteries. The control system can identify whether each battery has a potential short circuit, thus preventing it from affecting the entire The battery pack operates to provide more energy.

At the same time, Toyota is also reducing the size of each cell and shortening the distance between the positive and negative poles of the cell. This doubled the battery capacity, but the size of the battery pack increased by only 2/3 and the weight increased by 50%.

According to industry analysis, from the perspective of Toyota, at this stage, for the transition from hybrid to electric vehicle, it may be a long-term transition to traditional car companies. The differentiation of pure electric power depends entirely on its own battery technology and battery follow-up. Whether it is integrated into its own production system, the turning point of true mass is around 2019-2020.

Nissan: Attack on China's electric car market

Nissan has the earliest layout in the field of electric vehicles, and its sales volume is also the largest. According to Nissan Renault, its global sales of electric vehicles were announced in September this year, which was 350,000 units, of which the cumulative sales of Nissan electric vehicles was 250,000 and Renault reached 100,000.

With regard to electric vehicles, Nissan's strategic goal is to finally realize the electrification of the power unit. As early as 2006, Renault-Nissan proposed the electric vehicle program, which is the pioneer of the industry in the field of electric vehicle research and development. However, in the Chinese market, Nissan’s sales of electric vehicles did not meet expectations.

In the first half of this year, Nissan announced an increase in its layout in China. According to its president, Ghosn, Nissan first needs to introduce new energy technologies into China to reduce production costs. At the same time, Nissan is also working in another direction – to develop cheaper low-powered electric vehicles, a completely different platform than previous electric vehicles. And low-powered electric vehicles are not only only available in China, but also in the world, especially in emerging markets.

From the current situation, the Renault-Nissan Alliance's global electric vehicle sales have fallen behind expectations for four years, making it difficult to achieve the sales target of 1.5 million electric vehicles in 2016. But it is possible that this goal will change with the changes in Ghosn's overall plan.

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