more ➤10 months ago, in June 2019, Toyota announced a battery supply and BYD expansion and development of cooperation; in July, the two sides signed a contract to jointly develop low-chassis cars and SUV pure electric vehicles, as well as the above-mentioned products required power battery; November, Toyota and BYD joint venture ground, according to the agreement, the joint venture will be responsible for future research and development, the results will be hanging in Ngau Tau standard for the China market in 2025.
followed by this year’s April 2, BYD Toyota Electric Vehicle Technology Co., Ltd. officially announced the establishment of the new company is located in Shenzhen City, is expected to have 300 employees, will be officially opened in May.
It is worth mentioning is that BYD and Toyota funded 50 percentage Toyota shore macro is still chairman of the board, as general manager of BYD’s Bing-root, each sent three directors and one supervisor, this power equal architecture means equal status of the two sides.
This partnership is different from the introduction and production of FAW, Guangzhou Automobile and Toyota, this is the first time Toyota and Chinese local brands to cooperate “technical equivalence” before the “market for technology”, BYD is a “technology for technology.”
In other words, what technology?
can lift the veil from the press release themselves:
“BYD started in 1995 in the cause of battery, battery control, IGBT, motors, electronic control and other core technology of electric vehicles”; ” as a pioneer of Toyota’s electric vehicle development, we have a wealth of experience in the development of electric vehicles, manufacturing and sales. ”
White said Toyota BYD fancy “motorized”, i.e., “hybrid car” development and manufacturing, Toyota fancy BYD electric vehicle technology.
just recently released the blade BYD battery (according to the official statement of the battery safety, long service life and mileage of all properties are better than the current mainstream battery on the market), vice president of BYD, Verde Long battery Ho, chairman mentioned “almost everyone knows and BYD car prices are discussing cooperation”, maybe Toyota will be the first use of blade BYD battery car prices.
The question then is why BYD and Toyota come together?
The standard answer is:
integrated global trend of car prices, in this new field of new energy, lifetime fuel vehicles made only of traditional car prices alliances, resource integration and development, help to reduce cost and risk.
but there are two joint venture companies in China to find why Toyota BYD, BYD why not then the depth of cooperation and Daimler it?
the two sides could really care about is their own paranoia and limitations in the new energy field.
hesitant Toyota
Toyota hybrid car industry no doubt chiefs, 20 years ago to design the structure of a planetary gear THS exquisite, bringing the most for the hybrid car realistic and reliable solutions.
This is Toyota’s proposed final solution “G21” plan, people in the 21st century what car, which in 1997 published the Prius, which is the amount of the first worldwide oil production electric hybrid vehicles in 1992.
The results from the late 20th century to the 2020s, even though Toyota hybrid vehicles cumulative sales of nearly 10 million, hybrid era have been slow to come.
Toyota technology so trapped in their own fortress building made of, seeing THS fuel vehicles will become the transition to electric vehicles a meteor.
unwilling to give up their sights on hydrogen fuel cells, but also a production car Mirai listed in 2014, everyone said “technology is cattle are cattle,” pay year only 2,000 people.
burned so much money confuse move, now is not necessarily back to the hydrogen fuel and into this bottomless pit, and even Toyota, no matter how profitable, can not hold such a burn.
Even worse is that perennial hybrid and hydrogen fuel research and development of Toyota, has been selectively ignored from the potential of electric vehicles in 2015, almost no mention of plug-in and pure electric, pure electric by 2017 is still on the It expected to be very low, but the facts prove that the next round will be the direction of the electric car.
until 2019, Toyota was the attitude change and released a new electric goal happen, and Subaru with the development of E-TNGA platform, the future will launch six models.
Problems
before us, Toyota no contribution in the electric vehicle that regard, the first production of serious electric car does not exist, only to electricity oil C-HR EV, EV first top Yize on.
This new forces in the face of today’s competitive oil to electricity is almost zero, bellowed like lamb to be slaughtered.
to seek a breakthrough in BYD
roots in the battery field for many years, in the new energy vehicle market of great achievements of BYD, the accumulated industrial chain integration and battery technology have a strong advantage, or Dame Le could not find the door.
but not without pressure, especially 2019’s new energy vehicle sales to 219,400, representing a decrease of 7.39 percentage.
compared to other domestic vendors’ still maintains its competitive advantage, but Tesla from across the Atlantic to 367,500 results to achieve the go-ahead to become the world’s new energy vehicle sales champion – this is BYD since 2016, sales for the first time less than Tesla.
plus Model 3 domestic price down to 300,000, CSC expects domestic sales Model 3 very likely exceeded 10 million units, Tesla 2020 global annual sales estimated to reach 35-40 ten thousand or so.
Although Tesla and BYD not exactly the same in a competitive market, but who dominate the field, at least sounds can boost morale.
In addition to the vehicle, BYD battery is also facing fierce competition in the market, just from the performance point of view, then, shipments in 2019 was 11.8GWh, year on year reduced 5.93 percentage ranked fourth from the third slide, being shipped out of a small cut for the LG 12.3GWh of.
In contrast, Ningde era and Panasonic maintain the percentage of 38.99, an increase of 31.92 percent growth, respectively, 24.10 percent and 27.87 percentage share of the lead, just among the third of LG grew 64 percentage, share accounted for 10.55 percentage. The reason
BYD’s share fell from 11.80 to 9.52 percentage percentage, it appears the situation is verysimple. In addition to BYD, the other three have got big orders for car prices.
Ningde era FAW, Geely, SAIC, Beijing Automotive, Dongfeng, Guangzhou Automobile and BMW, Mercedes-Benz, Hyundai and Kia, Jaguar Land Rover and Volvo; Matsushita core customer is the Tesla, but also public and Nissan; LG’s The main customers are Renault, GM, Audi, Porsche and Volkswagen.
BYD has been a confession from the sale, in 2018 supporting 225,000 new energy vehicles, only 80 vehicles are supplied to Beijing Hualin, drive a car and Thai Xugong, accounting for up to 99.99 percentage confession .
Thus decline in sales of new energy vehicles, battery shipments under the pressure decreases, the original relatively closed system a battery power supply sector to take off the shackles.
BYD new energy vehicles in order to achieve greater market areas ambitions, we must seek greater breakthroughs.
However, if we break, we have to join forces to form a more powerful teams, and preferably in the presence of complementary technology and market aspects of each other, a joint venture between Toyota became the best natural objects.
win-win cooperation
estimated BYD to see Toyota, Toyota BYD see, there is a feeling sympathetic hero, why it takes a good effort, but can not dominate martial arts?
Since you are Ximen, I Ye Gucheng, it is better to learn from each other and join hands together to share, popped in the field of electric cars one day.
For Toyota electric car did not, saying that good electrification 2025 sales target of 5.5 million vehicles, sales of pure electric and fuel cell strive to more than 1 million – this is ridiculous , not to mention rival Volkswagen, MEB product platform is about to fall.
and BYD to launch electric cars, electric hand promote the process of global strategy and through this transitional period, while the technology and experience accumulated electric cars, by the way Toyota release signal to the market development of electric vehicles, prepare and test the water for the advent of E-TNGA models.
Further points to get a Toyota electric car, maybe it is possible to resume production patrol land and bring back 86, BRZ, even introducing more performance cars.
for vehicle and battery sales fell BYD, Toyota got orders, one can expand the power battery business, Panasonic further to catch up with the times and Ningde, while in industrial manufacturing, mass production will help reduce costs.
Verde tied established this year, is the first step in BYD plans to battery power sector listed separately in 2022 or 2023, if you have the backing of these traditional Toyota car prices, the future will attract more people to invest .
In addition to hybrid and fuel cell technologies, BYD also have the opportunity to learn Toyota’s lean manufacturing R & D and production of the vehicle, in order to strengthen fuel vehicles sector performance, real stride walking on two legs.
technology for technology is a long-term cooperation of this
there is no lack of cooperation in recent years and its own brand of traditional giants, like a few years ago the hubbub of the JAC public, public AFC Telford United, Dongfeng Express Principal, but today also see what can shake the industry’s big move.
These are more like “market for technology”, “factory for technology”, giants when they see is cheap productivity or qualifications, technical output is always unequal relationship between a superior, leading to it is not particularly got the idea, whom cooperation is not OEM.
In late July 2019, there was a Thai public insiders broke the news, “At present, all the cooperation Taihe Ford, the only aspect of Thai engineers are doing the public, Ford aspects of nobody, basically become a joint venture of the Institute a decoration. “
public AFC Telford United was established in November 2017, according to the time of the agreement, the first new car will be put into operation in September 2019, anyway, we saw nothing. And so far, this “public AFC Telford United Automobile Co., Ltd. (chips),” the official approval of the NDRC has not yet passed.
JAC public relatively little better, a little bit this may be considered zero.
in September 2016, the two families under the auspices of bilateral high-level Sino-German joint venture, then the project has been given the green light, fast enough raspberry preparations from the first car company to think Hao E20X in 2018 month off the assembly line, just spent more than a year.
It was only the storySome derail development, E20X originally planned to market in the third quarter of 2018, stunned until September 2019 was long overdue.
E20X is only JAC iEV7S the “Deluxe Edition” and what length and breadth, motor power and maximum torque is not changed, so also delayed by one year time to market?
not mastered the core technology is so cruel, Volkswagen and Ford quit day, JAC and the Thai public simply do nothing, always in a passive state, there is no right to speak at all, the last being kicked out may not learn to technology.
BYD and Toyota do not, they are based on technology exchange, BYD’s battery technology is a leading global Toyota hybrid achievements in the field for all to see, they have a clear and common goal, replaced by others will not cooperate, relations are more solid and tight.
separated even inappropriate, not only by this time cooperative learning each other’s strengths and learn from each other, each has the real deal technology, enough to settle down in areas of expertise.
Some people may be wondering, did not cancel the 2022 joint venture does not exceed the limit two of you, how Toyota will have a third joint venture, is convinced the others do?
this matter, in fact, look at high-level decision, before China and Germany go near, JAC public instantly completed, Volkswagen became the first to break the provision of car prices. Now China and Japan go near, BYD Toyota join forces, a matter of course.
China now has the experience and lessons of the last, know the limitations of “market for technology”, this is not so abrupt, BYD Toyota least like such a thing, which, like JAC public, the public AFC Telford United the news coming out, it is estimated there are a lot of people surprised to fall bar.
with the exception of a little BYD and Toyota did not say clearly, as a company, not only research and development production, production to a factory in China where Toyota’s (said to be the FAW Tianjin factory), so how profitable it?
does not rule out a situation is that the company is equivalent to R & D center for the two services, the two sides together to vote the money and use the results of research and development, similar to BYD and Daimler Teng potential, not necessarily largeScale production, just what they need for the parent company to reduce procurement, research and development costs.
However, cooperation between technology house was very exciting, maybe a new Black & collision, directly promote the electric car industry innovation, but also something that is not a possibility.
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