EV shift, 40% of parts suppliers have "adverse effects" on their own company
The biggest impact is the supplier to "Nissan / Mitsubishi", and the EV shift will inevitably affect small and medium-sized enterprises.TDB
40% of auto parts suppliers (Tier 1) answered that his EV conversion was "minus" to the companyIn Japan, the government aims to realize a carbon-neutral society in 2050, and has announced a ban on new sales of pure gasoline vehicles by 1935. In major markets such as the European Union (EU), the United States, and China, regulations are being tightened to encourage the shift of electric vehicles centered on EVs, and domestic finished vehicle manufacturers are reviewing their electrification strategies, such as raising the EV sales ratio, and targeting time. Is forced to move forward. Switching to EV, which has less than half the number of parts compared to gasoline-powered vehicles, has a great impact on suppliers who only produce parts for gasoline-powered vehicles such as transmissions and propeller shafts. Strategy for responding to electrification for the purpose is advancing at a rapid pace. On the other hand, companies that have originally promoted the development and supply of electric vehicle parts such as inverters for HVs are also moving to see the movement of EV conversion as a business opportunity and actively invest, and with manufacturing parts and supply destinations. There is also a temperature difference in the sense of crisis and response to EV conversion depending on the manufacturer. Impact of EV, three-way negative impact for each manufacturer The largest number of "Nissan / Mitsubishi" suppliers By supplier of each finished vehicle manufacturer group, the percentage of respondents who answered that the impact of the spread of EV on their company is "negative" The highest was the supplier for the "Nissan / Mitsubishi" group (hereinafter omitted), which accounted for 47.1% of the total. This was followed by Suzuki (42.1%), Mazda (41.7%), and Honda (40.7%). The two groups of Toyota and Subaru, which have a tie-up with the company, had a smaller percentage of negative impacts from the spread of EVs than the other groups. Toyota's suppliers had the highest percentage of respondents who answered "plus" to their company at 25.6%. This is followed by Honda (25.4%), Suzuki (23.7%), and Nissan / Mitsubishi (19.5%). Mazda's 13.9% had the lowest percentage of "plus".
Percentage of "negative" impact due to EV, Nissan / Mitsubishi G suppliers are the largestAmong the suppliers, Nissan and Mitsubishi, which had the highest negative impact from EV conversion, will promote EV conversion by launching the Leaf, Outlander, and Aria, which is an SUV dedicated to EV. In addition, the company is one of the fastest domestic manufacturers to achieve the goal of 100% electrification, such as making all new models to be launched in major markets Japan, China, the United States and Europe into electric vehicles in the early 30s. is. As a result, it seems that uncertainties about the future have become apparent, especially for engine-related suppliers. On the other hand, many companies such as battery modules and inverters that are expected to increase their handling volume through transactions with the company see the progress of electrification and EV as a business opportunity. Suzuki and Mazda are ordinary cars, and Honda does not have a high sales ratio of electric vehicles such as HVs in mini vehicles, which are sold in large numbers. Is left. In particular, Mazda has taken a management strategy that emphasizes engines such as diesel engines as power units, and has advanced its electrification strategy by reviewing the EV sales ratio of 5% as of 2030, which had been the target so far, in 2020 and raising it to 25%. Has stated. On the other hand, the negative impact of EV conversion on Toyota and Subaru suppliers was lower than that of suppliers from other manufacturers. Toyota has clarified the strategy of leaving the internal combustion engine as one of the new power units such as hydrogen engine while promoting electrification such as EV strategy, and it is considered that the anxiety of the supplier was relatively slight. In Subaru, while the negative impact was the lowest, the percentage of respondents who answered "I don't know" was also the highest among the suppliers in all groups, and it seems that there are speculations that the future cannot be read. "EV Strategy" Future impact on finished vehicle manufacturers and small and medium-sized suppliers with different goals and methods Domestic finished vehicle manufacturers will continue to gradually increase the sales ratio of electric vehicles (EVs) and other electric vehicles. At this point, only Honda has clearly announced that it will completely abolish internal combustion engines such as gasoline engines and integrate them into battery-powered electric vehicles (BEVs). However, Nissan, which has launched EVs such as the Leaf in advance, has announced a shift to BEVs in the medium to long term, although it will pursue a sales strategy centered on its own hybrid system "e-power" for the time being. ing. Toyota will also raise the sales ratio of BEVs and FCVs while focusing on existing HVs and PHEVs. On the other hand, it has adopted an omnidirectional multi-strategy, such as developing next-generation power units such as hydrogen engines, and even the three major companies have different roadmaps and target times for electrification strategies. However, it is certain that demand for parts related to existing engine vehicles will decline in the future, and there is a possibility that the business will not be able to continue if the suppliers do not take rapid measures in the future, which will affect the subcontracting structure that continues with Tiers 2 and 3. May give. Under these circumstances, major suppliers with financial strength are proceeding with the development of parts corresponding to the electrification strategies of each company, and are preparing a system to cover the decrease in demand for parts for engine vehicles for electric vehicles. Furukawa Electric Co., Ltd., which manufactures electric wires for automobiles, has decided to collaborate with Nittoku, a major winding equipment company. The company jointly promotes the development and production of electric vehicle parts such as motors, and expects to monetize each by 10 billion yen. On the other hand, many small and medium-sized suppliers do not have the physical strength to develop new products, and their ability to respond differs depending on the production parts and parts. Small and medium-sized suppliers that produce brakes, etc., which are expected to receive orders even as the EV shift progresses, may aim to win orders by improving and developing products for electric vehicles such as regenerative brakes. On the other hand, there is a movement to give up business continuity at suppliers that manufacture parts that are likely to disappear due to EV conversion, such as engine parts and transmissions. Osaka Giken (Osaka), which had been developing and manufacturing aluminum casting equipment for automobile engines, abandoned business continuity in June of this year because a major finished vehicle manufacturer of its business partner switched to engine removal. With the progress of electrification of finished vehicle manufacturers, small and medium-sized suppliers with no development strength may be weeded out. With the growing movement to support EVs for small and medium-sized suppliers, such as technical development support by finished vehicle manufacturers and local governments, how to utilize the technological capabilities cultivated in engine vehicles in the EV era? It is also important for the local economy, employment, and the supply chain, competitiveness, and quality maintenance of finished vehicle manufacturers.
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