From the ever-changing year of 2020 to the present, we can see too many such examples. For example, the two sides are not equal, such as Volkswagen and Ford holding hands. Ford seeks to make a name for itself in the field of new energy by using Volkswagen MEB technology, while Volkswagen is strong and Ford is weak, resulting in cooperation that is not optimistic by many people.
The latest example is the dialogue between powerful countries, and the joint venture between Toyota and BYD officially landed.
Shallow logic? obviously
The story of Toyota holding hands with BYD is no longer news. In 20 19, while rapidly expanding its circle of friends, Toyota not only cooperated with Hyundai to develop hydrogen-powered trucks, invested in Didi, signed a strategic cooperation framework with Guangzhou Automobile Group, but also reached an agreement with BYD, a domestic new energy automobile giant.
A series of clauses in the agreement: it was formally established in China in 2020, with 50% contribution from Toyota and 50% contribution from BYD, and the new company was established by people from both sides engaged in related businesses. Now with the announcement of BYD Toyota Electric Vehicle Technology Co., Ltd., it has become a reality.
What is not realized in the terms is that the new company will carry out the design, research and development of pure electric vehicles and the platforms and parts used in the vehicles.
The reasons for the cooperation between the two parties have been stripped away since the signing of the agreement on 20 19 1 1.
The direction of the two is basically the same, and both show the openness in the field of new energy technology. BYD launched the pure electric E platform on 20 18, and announced the opening of the E platform to the whole industry. On April 20 19, Toyota announced that it would provide the patent right to use the core electrification technology accumulated in the research and development of hybrid technology for free.
The status of the two in the technical field is basically the same. BYD 1995 started from the battery business, and now it is an overall solution enterprise that can provide electric vehicles+power batteries+core components. Toyota launched the world's first mass-produced hybrid vehicle on 1997, which has a profound accumulation in hybrid power and obvious advantages in related manufacturing and sales.
BYD owns the core technologies of PHEV and pure electric vehicle, while Toyota owns the core technologies of hybrid vehicle. Coupled with the strategic dimension of opening up, the cooperation between the two is optimistic by the industry and the outside world, and there is no small expectation.
Shallow logic is easy to see. BYD and Toyota learn from each other's strong points in technology and make progress together. Toyota and BYD seek to win a high share of China's new energy market through this cooperation.
Deep logic? There are many possibilities.
There is no doubt that new energy vehicles related to the China market will be launched among them, which is a good thing for the automobile consumption market. However, only from this dimension, it is still shallow. After all, nothing can be judged until the product is officially listed and the price is announced.
From the enterprise dimension, it is more interesting. Different from the previous development model of automobile enterprises, Toyota and BYD are currently using the ecological model to sublimate the traditional core technology+OEM supply chain model.
Investing in advanced technology and cooperating with related companies with technological advantages to learn from each other's strengths are not limited to non-automotive industries.
From Toyota's point of view, we can mobilize more related resources through the expansion of this ecological circle, such as the self-driving experience in China, BYD's e-platform+high integration+intelligent performance, which can make Toyota take as few detours as possible. Another important node is the power battery.
According to Toyota's related plan, Panasonic Electric Vehicle Energy Company, a subsidiary responsible for battery production, will build the fourth hybrid vehicle battery factory in China. The plant will be put into operation in 20021year, with an estimated annual production capacity of 654.38+million vehicles. The products produced are not ternary lithium batteries or lithium iron phosphate batteries, but nickel-hydrogen batteries with smaller capacity and lower cost on hybrid vehicles. Obviously, Toyota's 2020 in China? In the first year of EV, there was an obvious gap in the power battery of new energy vehicles.
Here, the enterprise that needs to be mentioned is China power battery giant-Contemporary Ampere Technology Co., Ltd. On the one hand, from 2065438 to July 2009, Contemporary Ampere Technology Co., Ltd. officially announced the establishment of a comprehensive cooperative partnership with Toyota in the fields of stable supply and R&D evolution of new energy power batteries. On the other hand, there is a very obvious competitive relationship between Contemporary Ampere Technology Co., Ltd. and BYD.
Contemporary Ampere Technology Co., Ltd., which was established on 20 1 1, lagged behind BYD 1.3GWh in 20 16. However, due to the subsequent adjustment of subsidy policy for new energy vehicles, the route of ternary lithium battery of Contemporary Ampere Technology Co., Ltd. benefited significantly. In recent years, despite the huge shipment, Contemporary Ampere Technology Co., Ltd. is facing more and more problems. On the one hand, BYD's lithium iron phosphate battery technology has made remarkable progress, and ternary lithium batteries have also caught up. On the other hand, the early rapid rise of contemporary Ampere Technology Co., Ltd. is closely related to the subsidy policy. The establishment of the "white list" of power batteries makes the enterprises seeking to develop in the new energy vehicle market in China more closely bound with Contemporary Amp Technology Co., Ltd..
Although Toyota and Contemporary Ampere Technology Co., Ltd. have established a comprehensive partnership in NEV power battery, the rapid landing of the joint venture between Toyota and BYD has created new opportunities.
Facing the cost and benefit of new energy power batteries in China market in the future, Toyota should make new considerations.
BYD has a complete overall solution for new energy vehicles, while Contemporary Ampere Technology Co., Ltd. has the advantages of large shipment and sufficient production capacity. BYD's new lithium iron phosphate battery has the advantages of lower cost and comparable endurance performance, while Contemporary Ampere Technology Co., Ltd. has shortcomings in this respect.
According to Toyota's own new energy vehicle plan, from 2020, 10 pure electric vehicles will be launched one after another; In 2025, the sales volume of pure electric vehicles will reach 6.5438+0 million; Achieve the goal of selling 5.5 million electric vehicles five years ahead of schedule. With such a huge volume, it is not enough to just bet on Panasonic Battery and Contemporary Ampere Technology Co., Ltd.. BYD is obviously an excellent and reliable new partner.
More importantly, because of Toyota's huge plan, because of its industry benchmark significance. Once the joint venture between Toyota and BYD is successful in terms of sales volume, cost and profit in China, more and more car companies will seek similar solutions. By then, BYD, a new giant with the advantages of vehicle manufacturing and Sanpower technology, will take the lead.
Write it at the end
Of course, the landing of the joint venture between BYD and Toyota also has many logical extensions.
Judging from Toyota's competitors, the main mode of global car companies in China market is still traditional, that is, establishing joint ventures with local car companies in China, such as Jianghuai Volkswagen. From the point of view of implementation, this method is no problem, after all, it is relatively safe. But from the perspective of future expansion, Toyota, BYD, etc. Calling out the mode of continuous opening and implementation is not limited to the automobile industry, and there will be better future development space.
In addition, combined with the news a few days before the landing of BYD Toyota Joint Venture, in order to further accelerate the foreign cooperation of new energy core components, five Foday companies were formally established: Foday Battery Co., Ltd., Foday Vision Co., Ltd., Foday Technology Co., Ltd., Foday Power Supply Co., Ltd. and Foday Mould Co., Ltd., covering power batteries, semiconductors and lighting supplies, automobile chassis technology, power systems of fuel vehicles and new energy vehicles, automobile body manufacturing and other fields.
In other words, BYD has laid the basic dimensions of hardware manufacturing, production and supply. As long as the joint venture model of Toyota BYD is successful, it is a new development model case for the industry. Thus, a more powerful China giant was born.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.