ZEVs include Electric vehicles (EVs), plug-in hybrid vehicles (PHVs) (in EV mode), and fuel cell vehicles (FCVs) that do not emit CO 2 or other exhaust gases during driving. To distinguish them from passenger vehicles, TMG calls EV, PHV, and FCV buses and cargo vehicles "zero emission buses" and "zero emission trucks."
Second Market Study Report on the Electric Vehicle (EV) Charging Services. 1. Purpose. Japan aims to achieve carbon neutrality by 2050, and the "Basic Policy for Economic and Fiscal Management and Reform 2023 (1) " (approved by the Cabinet on June 16, 2023) states that the Government "will support the development of charging and
Japan plans to set shared standards with the U.S. and Europe on subsidies for electric vehicles, semiconductors, and other critical fields, Japanese industry minister Yasutoshi Nishimura told...
The sheer speed at which the global electric vehicle market has grown has sent shock waves through Japan’s auto industry. According to International Energy Agency figures, global drivers bought 6.6 million electric vehicles in 2021 (8.6% of all vehicles sold)— a threefold increase over 2019. The growth has been particularly pronounced in China, where, according to the China Association of Automobile Manufacturers, annual sales of “new-energy vehicles” (electric vehicles, plug-in hybrids, and fuel-cell vehicles) exceeded 3.5 million units in 2021. In 2022, this figure looks set to surpass 5 million, which is equivalent to the total number of new vehicles sold in Japan each year.
In Europe, stringent EU-led emissions standards meant the industry’s focus was diesel technology until the mid-2010s, but the emergence in 2015 of the colossal “Dieselgate” emissions-cheating scandal, which started with Volkswagen, caused work on EV technology—which had until then progressed in the shadow of diesel development—to accelerate. Manufacturing capacity continues to grow rapidly, with Germany leading the trend. European manufacturers, particularly German ones, have traditionally been highly dependent on the Chinese market, and the European response to the speed of the growth of China’s EV market was also a factor.
Let us now consider why Japanese auto manufacturers were late to join the rapid global transition to electric vehicles. In 2020, the number of Japanese-manufactured electric vehicles (including plug-in hybrids) sold worldwide was just under 120,000. This represents the total for Nissan and Toyota combined.
Japanese manufacturers were certainly not late in launching electric cars. Mitsubishi pioneered electric cars in Japan in 2009 with the i-MiEV, while Nissan released the Leaf in 2010 and Toyota released the RAV4 EV, a mid-sized SUV, in 2012. It is therefore not necessarily a case of Japanese manufacturers being late to the party. Rather, Japanese manufacturers never ramped up their EV production capacity. This can be attributed to many decades spent building expertise in internal combustion engine manufacture, at which Japanese automakers excel, combined with the considerable competitiveness of the Prius, launched by Toyota in 1997, and other hybrid vehicles.
In addition, hybrid production plants have now been fully depreciated, making hybrids a leading source of revenue for Japanese auto manufacturers, and it therefore cannot be denied that enormous costs associated with the development of a brand-new platform have made them hesitant to invest in new technology that would take a long time to turn a profit (a phenomenon similar to what Harvard lecturer Clayton Christensen dubbed the “innovator’s dilemma”).
Furthermore, within Japan, manufacturers remain wary about EVs due to the challenges of establishing charging infrastructure, safety and cost issues associated with lithium-ion batteries, range issues, and issues related to the rare earths and conflict minerals from Africa and elsewhere that are required to build the motors and batteries that are the chief EV components. With this situation exacerbated by delays in obtaining information on overseas markets due to the COVID-19 pandemic, Japanese manufacturers may have misread the rapid growth in the EV market seen in countries like the United States and China.
What is more, while there is some variation between manufacturers, the history of Japan’s automobile industry means that the industry still tends to be vertically integrated, with trade largely kept within corporate group silos, making the prospect of restructuring a component supply chain optimized for legacy technology extremely cost-intensive. Granted, it would have been difficult for manufacturers to establish a component supply chain or make other changes until they were sure that the EV market had indeed taken off.
While Toyota, Honda, Nissan, and other major Japanese automobile manufacturers have all announced EV timelines, they all currently face many challenges. Electric vehicles require far fewer components than their ICE counterparts. Many car components, mainly in engines, will no longer be required. This means that the transition to an electric fleet will inevitably force a large number of suppliers to restructure their operations. At the same time, the impact on subcontractors that manufacture soon-to-be-obsolete components will be significant, and has a direct bearing on employment.
In addition to this trend, in the name of economic security and the clean supply chain, the world is becoming increasingly protectionist, and tariff barriers of the sort imposed in the United States (Japan’s major trading partner) during the Donald Trump presidency are causing many to question the appropriateness of the current export-dependent model for Japan’s manufacturing industry. With electric vehicles not having caught on domestically, and less-than-impressive incentives offered to manufacturers to establish Japanese manufacturing hubs for these vehicles or their components, the question of how to keep production technologies for batteries and other significant EV components in Japan is a pressing one.
Finally, while within Japan the focus tends to be on the transition to electric vehicles themselves, if we are to take a more global perspective, we should be focusing on the concept of CASE (connected cars, autonomous driving, sharing, and electrification) that is currently being embraced by the automotive industry as a whole. When connected cars go online, it will create an enormous mobility services market; as that market undergoes enormous structural change, semiconductors, sensors, autonomous driving algorithms, cloud computing, and cyber security technologies will become key. However, Japan cannot be described as a force to be reckoned with in these areas either.
After the deadline for submitting this article had passed, news broke of Russia’s invasion of Ukraine. While there is not enough space here to consider the implications of the invasion, I predict that it will bring about significant changes in the global energy supply, while drastically influencing the decarbonization policies of major nations and further exacerbating the current chaos seen in the auto-parts supply chain. With more dramatic changes in the environment surrounding the global automobile industry projected to come, the industry will have to work together to solve these challenges.
(Originally published in Japanese. Banner photo: Toyota CEO Toyoda Akio announces the company’s electric vehicle strategy, including a goal to have 30 electric vehicle models on the market by 2030, on December 14, 2021, in Tokyo. © Jiji.)
About Electric vehicle policy tokyo
As the photovoltaic (PV) industry continues to evolve, advancements in Electric vehicle policy tokyo have become critical to optimizing the utilization of renewable energy sources. From innovative battery technologies to intelligent energy management systems, these solutions are transforming the way we store and distribute solar-generated electricity.
When you're looking for the latest and most efficient Electric vehicle policy tokyo for your PV project, our website offers a comprehensive selection of cutting-edge products designed to meet your specific requirements. Whether you're a renewable energy developer, utility company, or commercial enterprise looking to reduce your carbon footprint, we have the solutions to help you harness the full potential of solar energy.
By interacting with our online customer service, you'll gain a deep understanding of the various Electric vehicle policy tokyo featured in our extensive catalog, such as high-efficiency storage batteries and intelligent energy management systems, and how they work together to provide a stable and reliable power supply for your PV projects.
Related Contents
