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Barosaurus, North Shore
Do you believe Toyota can stand up to Tesla and the new car-making forces?
Responsible editor 丨cha Youyin
Edit 丨 Chic
Toyota is really about to start a pure electric war, and it is aimed at brands from Tesla to affordable electric vehicles.
On December 14, 2021, Toyota held a pure electric vehicle conference, and President Akio Toyoda posed 17 pure electric models behind him, 15 of which were brand new products, and also announced a series of figures and plans that shocked the world.
Here are the most prominent points:
By 2030, a total of 8 trillion yen (equivalent to 448 billion yuan) will be invested in technology research and development and equipment, of which 4 trillion yen (equivalent to 224 billion yuan) will be used in the field of pure electric power;
Toyota plans to sell 2 million pure electric vehicles and hydrogen fuel cell vehicles worldwide every year by 2030 in May this year, and now raises its target to 3.5 million per year;
Toyota plans to launch a total of 30 pure electric new cars by 2030, and this time brings 17 pure electric vehicles, namely e-Palette, bZ4X and 15 new models, and 15 models we will introduce below;
Lexus will transform into a pure electric brand, achieving 100% pure electrification in China, North America and Europe in 2030, with annual sales of 1 million vehicles worldwide, and pure electrification in the world in 2035;
In 2035, Toyota will achieve carbon neutrality;
Whether it is Lexus becoming a pure electric brand, or significantly increasing the sales target of pure electric vehicles, outlining the lineup of 30 pure electric models, and smashing down nearly 450 billion yuan to develop electrification technology, it is enough to shock outsiders and Internal Toyota employees.
In December last year and September this year, Akio Toyoda was put on the hat of "opposing pure electric" because of his remarks against the total ban on the sale of fuel vehicles in Japan, and this time in front of 15 new pure electric vehicles, I am afraid that doubters will not be able to say anything.
Toyota is not a PPT car, will not come up with a model to fool people. And if you look closely at these 15 new cars, you will find that Toyota has long planned to arrange pure electric vehicle products in the entire lineup.
How many pure electric vehicles has Toyota brought this time? There are 17 models on location because there are e-Palette and bZ4X; Akio Toyoda has 16 models behind the stage because there is bZ4X. Whether it is 16 or 17, it does not conflict with the "15 brand new models". We combed through the rough speculations about these new models.
1、bZ Small Crossover
bZ small crossover SUV. According to Akio Toyoda, this is the smallest model in the bZ series. The interior is in a comfortable style and is oriented to the European and Japanese markets. Expected to resemble the current C-HR.
▲bZ small crossover SUV
2、bZ Compact SUV
bZ compact crossover SUV. Although the name is "compact", Akio Toyoda used "medium-sized" to describe it at the press conference. That is to say, the electric SUV will be similar to the current RAV4 Boom and Lingfang/Weissa Harrier, with a medium-sized platform (this generation of RAV4 and Harrier are ga-K medium platforms, not GA-C compact car platforms).
Akio also deliberately emphasized that it has a "beautiful silhouette", so we think it is closer to LingFang/Weisa Harrier than RAV4 Rongfang. It should be pointed out that the newer the generation, the more consumers have a more acceptance of the cross-border design of the slippery back, similar to tesla's entire series of SUVs are slippery designs. Therefore, in the years when bZ becomes the backbone of Toyota's sales, mainstream SUV design will be closer to the current Lingfang/Weisa Harrier.
▲bZ compact SUV
3、bZ SDN
bZ Sedan, SDN is an abbreviation for Sedan. It is estimated that this sedan is close to the Camry in size, and the character will be similar, while the characteristics will be more sporty.
Unlike the current medium-sized and medium-sized cars that focus on comfort, in the future era of intelligent electric vehicles, cars will also pay more attention to sportiness. One is because the consumer population is younger and more personalized, and the other is that the battery of electric vehicles is low, which is conducive to reducing the center of gravity and improving the control. This is also reflected in the Tesla Model S and Model 3.
▲bZ sedan
4、bZ Large SUV
bZ large SUV. This car is easy to see, with a focus on comfort and space size, then it is obviously equivalent to the current mid-size SUV. Since the bZ4X is larger than the Rongfang and smaller than the Highlander, then this car may be larger than the Highlander and smaller than the Sequoia, which is somewhat "cross-level" compared to the current model.
There is no doubt that such models will continue to play toyota's role as Toyota's profit cow in the era of smart electric vehicles.
▲bZ large SUV
5、Lexus Electrified Sport
Lexus electric sports car. The positioning and characteristics will be similar to the current Lexus LC sports car, becoming the "Halo car" of the Lexus brand.
Both the "Halo model" and the flagship car are the most expensive cars in the brand's lineup, but the former is more sensual and sporty, while the latter is more traditional, similar to the Lexus LC and LS.
▲ Lexus electric sports car
6、Lexus RZ
Lexus RZ. This car has been made public before, everyone is more familiar with it, equivalent to the current RX, and the design style has some continuations. It is expected to be one of the main sales forces in the era of electric vehicles in Lexus.
▲ Lexus RZ
7、Lexus Electrified Sedan
Lexus electric sedan. The form factor is more sporty, sci-fi and personalized than the current ES, and is expected to be Lexus' prediction of mainstream design trends around 2025. The current radical design may evolve into the mainstream by then.
The car will also be the main sales force in the Era of Lexus Electric Vehicles.
▲Lexus electric sedan
8、Lexus Electrified SUV
Lexus electric SUV. If the Lexus RZ is equivalent to today's RX, then this electric SUV will be equivalent to today's LX. Although its size cannot be judged at a glance, visual inspection, coupled with the rectangular shape of the board, is easy to think of a large SUV like the LX.
▲ Lexus electric SUV
9、Mid Box
Medium-sized box car. The "box car" is a model unique to the Japanese domestic market. However, most of the current box cars are K car light automatic cars, that is, vehicles with a displacement of less than 0.66L, which are used in household scenes, especially young people with weak purchasing power. However, the size of this medium-sized box car seems to be larger than that of "micro", and it is possible to replace small MPVs such as Voxy and Sienta in the current Japanese market.
▲Medium-sized electric box car
10、Micro Box
Miniature box car. Needless to say, the electrified version of the K car light automatic. When Toyota announced its electrification strategy in 2019, small/micro pure electric vehicles were placed in a priority position for electrification in the Japanese domestic market.
▲Micro electric box car
11、SPORTS EV
Electric sports car. It's easy to think of the Supra of the electric car era. Like the Supra, no matter how big the sales volume is, this will be a symbol of the Toyota brand's "sporty performance" in the era of electric vehicles.
▲Electric sports car
12、Crossover EV
Crossover electric vehicles. It is possible to resemble the Corolla CROSSS/Sharp Panta, which is a bit higher than the design of the sedan, and the passability may be slightly better, but it is not a typical SUV.
As consumer trends move towards "more sporty" and "more crossover", the car may even play the role of the electric Corolla for 2025-2030, which is likely to be the highest-selling Toyota model.
▲Crossover electric vehicle
13、Compact Cruiser EV
Compact electric Cruiser. There is no doubt that this is Toyota's Prado, off-road hardcore SUV in the electric age. In the era of fuel vehicles, Toyota's Prado/Cruze series has created a series of myths and is also an important source of profit for Toyota, while in the era of electric vehicles, it is currently rare to see car companies carry out pure electric hard-core off-road layouts, and Toyota may once again seize the opportunity.
▲ Compact electric Cruiser
14、Pickup EV
Electric pickup. From the visual inspection of the scene pictures, the body size of this new pure electric pickup truck may be comparable to that of the Toyota Tacoma/Hilax pickup truck, rather than the size of the smooth road. It is expected to focus on the current Tacoma/Hilax market, and even after the lifting of the ban on pickup trucks in China, it will try to get a piece of the Chinese pickup truck market.
▲Electric pickup truck
15、Small SU EV
Small electric SUV. This model Toyota has not yet given a detailed description, according to the ABBR of the SU letter, it should be Sport Utility Sport Multi-purpose, that is, the first two letters of the SUV. But the reason for emphasizing these two letters is because the car may be more spacey, more rigid, and more functional than the small crossover SUV above.
▲Small electric SUV
After looking at the above lineup, is it possible to find: in addition to the alpha and other medium and large MPV (MPV because of the shape of the wind resistance coefficient, not very suitable for pure electric, Toyota may be out of this consideration, temporarily did not come up with pure electric MPV, but there are also Lantu, Chase and other brands to launch pure electric MPV), almost all the current main sales models of Toyota and Lexus brands can find the corresponding pure electric version.
In other words, this reinforces the possibility that Toyota's lineup is not bluffing.
In fact, although Toyota has not paid too much attention to pure electric vehicles for a long time, it does not mean that it is completely opposed to pure electric routes. As early as 1992, Toyota began to test the water of pure electric products. In 2016, it also established an electric vehicle joint venture with parts suppliers and other Japanese car companies.
When Toyota really considered the full series of pure electrification, that is when this giant with traditional colors began to turn around.
There will be voices questioning: these pure electric vehicles are not as cool as the products of the new forces, and the competitiveness may not be outstanding.
However, it should be noted that even in the Chinese market, the consumer group must be more mainstream than the pioneer group, and quality, reliability and safety will still be the highest weight of the vast majority of users. Toyota and Volkswagen are betting that "the mainstream population will not change so quickly", while the new forces are betting on "starting from the pioneer crowd to attract customers and gradually guiding the mainstream population".
Toyota China Chairman and General Manager Tatsuro Ueda has said that at present, Toyota's bZ pure electric series models have planned 7 models, of which 5 will be introduced to the Chinese market in the future. In terms of pure electric segments, by 2025, Toyota and Lexus will have 10 new cars in China.
A Toyota that uses all its strength cannot be underestimated.
Not to mention the advantages of "full-cycle carbon emissions", Toyota is in the hands of the hand in advance, what new policies will come out after the "double integral", I think the general direction has gradually become clear.
Then, the relationship between Toyota, Volkswagen and the new forces will be "both confrontation and complementarity" to a certain extent, and the battle in the car market at that time is really wonderful.
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