【朗報】トヨタがEVを大幅拡大へ！中国BYDとの提携関係による成果との情報も

Following Toyota’s unveiling of 15 BEV models, here is what we know about Toyota’s EV game plan with regard to BYD: $TM $BYDDF $BYDDY pic.twitter.com/ktEZILq8DG

2021-12-15 05:04:14

拡大

(和訳) ”BYDとトヨタは19年11月にBEVR＆Dの50/50 JVに合意し、20年4月に中国で正式に登録しました。登録資本金は3億4500万人民元です。 BYD Toyota Electric Vehicle Technology Co.、Ltd。（BTET）JVは、BEVと、BEVが使用するプラットフォーム/部品の研究、設計、開発を目的として設立されました” twitter.com/bridgemccarthy…

2021-12-16 01:41:10

2/ BYD & Toyota agreed to a 50/50 JV for BEV R&D in Nov. '19, & officially registered it in China in Apr. '20 w/ RMB 345M registered capital. BYD Toyota Electric Vehicle Technology Co., Ltd. (BTET) JV was created to research, design, & develop BEVs & platforms/parts used by BEVs. pic.twitter.com/udERpya4wj

2021-12-15 05:04:16

(和訳2) ”3 / BTETの会長はトヨタ、CEOはBYDです。 BTETは、両社のエンジニアを含む> 300人の従業員から始めました。彼らは、各社の強みを生かし、友好的な競争を促進して、より安全で、より快適で、よりインテリジェントなBEVを開発することを望んでいました。” twitter.com/bridgemccarthy…

2021-12-16 01:42:11

3/ BTET’s Chairman is from Toyota, & the CEO is from BYD. BTET started with >300 employees, including engineers from both companies. They hoped to capitalize on each companies’ strengths and encourage friendly rivalry to develop safer, more comfortable, & more intelligent BEVs. pic.twitter.com/MI0LAQ0kK0

2021-12-15 05:04:16

(和訳3) ”4 / BTETの運用は2020年5月に開始されました。BTETからの最初のBEVは、2022年下半期（おそらく早ければ6月）に生産が開始される予定です。 BYDの革新的なBladeバッテリーを使用するBYDの新しいe-platform3.0上に構築された約3万ドルのセダンである必要があります” twitter.com/bridgemccarthy…

2021-12-16 01:46:16

4/ BTET operations started in May 2020. We now know the first BEV from BTET is expected to go into production 2H 2022 (possibly as early as June). It should be a ~$30k sedan built on BYD’s new e-platform 3.0, which uses BYD’s revolutionary Blade battery. twitter.com/bridgemccarthy…

2021-12-15 05:04:17

(和訳4) ”5 /内部的に290Dと名付けられていると噂されており、BYD秦ほどの大きさです。コアテクノロジーはBYDですが、エクステリアはトヨタのロゴなどです。興味深いことに、天津で天津一汽トヨタが建設中の工場で生産されるとのことです” twitter.com/bridgemccarthy…

2021-12-16 01:48:20

5/ It is rumored to be internally named 290D, & is around the size of a BYD Qin. The core tech will be BYD, but the exterior will be Toyota–logo & all. Interestingly, it will reportedly be produced in Tianjin at a plant being built by Toyota FAW JV. pic.twitter.com/TFXmHMHeBK

2021-12-15 05:04:18

(和訳5) ”6 /これは、トヨタとスバルが開発したe-TNGAプラットフォームを使用するbZ4X SUVに続く、トヨタの2番目のbZモデルになります。トヨタは常にスバルとBYDをbZモデル開発のパートナーとして挙げていることに注意してください（このスライドはトヨタのbZ BEVシリーズの発表からのものです）” twitter.com/bridgemccarthy…

2021-12-16 01:49:27

6/ This will be Toyota's second bZ model, after the bZ4X SUV, which will use e-TNGA platform developed by Toyota & Subaru. Note that Toyota has always listed Subaru and BYD as partners for developing its bZ models (this slide is from Toyota’s announcement of its bZ BEV series). pic.twitter.com/1AOXORICSj

2021-12-15 05:04:19

(和訳6) ”7/ 15の新しいBEVモデルのうち、トヨタは2025年までに少なくとも7つをbZシリーズで発売する予定です。BYDの技術を使用する数はまだわかりませんが、BYDのブレードバッテリーとe-platform3.0の開発を考えるとBTETの作成以来、さらにBYDが繰り返す速度...” twitter.com/bridgemccarthy…

2021-12-16 01:52:37

7/ Of its 15 new BEV models, Toyota plans for at least 7 to be launched under its bZ series by 2025. We don’t yet know how many will use BYD’s tech, but given BYD’s developments of Blade battery & e-platform 3.0 since the creation of BTET, plus the speed at which BYD iterates...

2021-12-15 05:04:19

(和訳7) ”8 /…特に中国市場では、トヨタが他のパートナーよりもBYDを支持することを期待しています。言うまでもなく、そのスライドにリストされているバッテリーサプライヤーは1社だけです。” twitter.com/bridgemccarthy…

2021-12-16 01:54:32

8/…we expect Toyota to favor BYD over other partners, especially for the Chinese market. Not to mention, there is only one battery supplier listed on that slide.

2021-12-15 05:04:19

(和訳) ”9 /中国のソーシャルメディアの一部は、今日のトヨタのイベントからこのコンセプトモデルがBTETの下で最初のモデルになることを確認したと主張しています。 2022年4月の北京モーターショーで発表されるはず” ”BYDの最初の車はトヨタの車に非常に似ていましたが、今ではトヨタにBYDが必要です” twitter.com/bridgemccarthy…

2021-12-16 01:58:13

9/ Some on Chinese social media claim to have confirmed this concept model from Toyota’s event today will be the 1st model under BTET. It should be unveiled at the Beijing Auto Show in April 2022, so we’ll see. BYD's first cars closely resembled Toyota's, now Toyota needs BYD. pic.twitter.com/yRQOBIy0IU

2021-12-15 05:04:20

ライターサトー @lens_finder

昨日トヨタが発表したEVのニューモデル（bZ4Xを除く15台）は、BYDのブレードバッテリーとe-Platform3.0をベースに作られているという大胆な予想とその根拠が語られています。 twitter.com/TaylorOgan/sta…

2021-12-15 10:45:36

Piggybacking on @bridgemccarthy_'s thread on BYD's role in Toyota's announcements today: 1. We think last week's media reports on Toyota partnering with BYD to produce a $30k affordable EV next year missed the point. This isn't new news. twitter.com/bridgemccarthy…

2021-12-15 06:11:58

EVふくろう @LifeInSVwithEVs

@elm200 トヨタは中国最大手のEVメーカーであるBYDと、EV開発のための合弁企業を2019年に作っています。昨日発表された15台のクルマは、BYDのプラットフォームを使う可能性があります。詳しくはこちらのスレッドに。 twitter.com/TaylorOgan/sta…

2021-12-15 06:39:30

🌸Sakura Yae/八重さくら🌸 @yaesakura2019

BYDの11月の販売数は90,121台、約半年もの間、毎月1万台の増加を続け、なんと前年比では3.5倍に。トヨタへの供給の噂もありますが、単独で見ても驚くべき成長を続けています🤯 China: BYD Sold 90,000 Plug-In Electric Cars In November 2021 insideevs.com/news/554698/by… pic.twitter.com/SbL3NNFq01

2021-12-16 07:41:32

拡大

拡大

masayan @masayan_kazu

おお！そう言えばトヨタはBYDと提携したの忘れてたわ一気に10種類以上のコンセプト出せたのはもしかしてBYDのプラットフォーム流用したからって事ですか？そう言えばE-TNGAて単語は1つも出てなかったなぁ autoprove.net/japanese-car/t… twitter.com/TaylorOgan/sta…

2021-12-15 09:43:50

Piggybacking on @bridgemccarthy_'s thread on BYD's role in Toyota's announcements today: 1. We think last week's media reports on Toyota partnering with BYD to produce a $30k affordable EV next year missed the point. This isn't new news. twitter.com/bridgemccarthy…

2021-12-15 06:11:58

2/ So Toyota unveiled 15 BEV models today (finally) that it plans to sell before 2030. Toyota wasted too much time and money on FCEV technology over the years, so the world's largest automaker has been scrambling to get on board with BEVs in the last 2.5 years.

2021-12-15 06:11:58

3/ Here's what I think happened. The timing is important. Toyota was pursuing a "side project", of sorts, to develop its first BEV in 2018-2019. Subaru, equally clueless on EV tech, wanted in, so it threw Toyota some $ to help with ongoing R&D... twitter.com/bridgemccarthy…

2021-12-15 06:11:59

4/...and Toyota & Subaru formed a JV in 2019 to co-develop a dedicated BEV platform, called e-TNGA platform, and an electric SUV to be sold under each company's brand. This will be Toyota's first BEV.

2021-12-15 06:11:59

5/ Important anecdote: Every time we have asked BYD who it views as its biggest competitor, BYD management (and engineers) have ALL said Toyota. Not Tesla. Not VW. Toyota. Also, in BYD's early days, it was accused of heavily borrowing from Toyota's design.

2021-12-15 06:11:59

6/ BYD changed the game when it unveiled Blade battery in March 2020. As @bridgemccarthy_ notes, BYD & Toyota were agreed to establish a 50/50 JV for BEV R&D in November 2019, just a few months before Blade was unveiled. twitter.com/bridgemccarthy…

2021-12-15 06:12:00

7/ What likely happened was BYD gave Toyota a sneak peak at Blade ahead of its surprise unveiling, & Toyota wanted in, even though it still wasn't gung ho on the whole EV thing. BYD was playing the long game taking 50% of BTET, knowing Toyota was desperate.seekingalpha.com/article/438212…

2021-12-15 06:12:00

8/ After Blade was unsheathed to the world and Toyota's team in BTET realized that Blade could electrify its lineup faster than any other partner, it likely dedicated more resources to BYD (BTET) and less to its own platform with Subaru

2021-12-15 06:12:00

9/ We are hearing that within BTET, there was initial concern on Toyota's end that BYD's iteration process was too fast for Toyota's more conservative liking. Toyota soon realized BYD was moving so quickly because it had been working on this for over a decade.

2021-12-15 06:12:01

10/ BYD's e-platform 3.0 is likely what inspired Toyota to commit to 15 BEV models; the modularity of BYD's breakthrough plug-n-play "skateboard" platform was perfect for Toyota. twitter.com/bridgemccarthy…

2021-12-15 06:12:01

Breaking down BYD's four major announcements from the first day of the Shanghai Auto Show. The first was e-platform 3.0, which will be “the cradle of the next generation of electric vehicles,” and boasts four advantages: intelligence, efficiency, safety, and aesthetics. $BYDDF pic.twitter.com/onb2M8zH4c

2021-04-20 05:50:24

11/ Again, the timing is important, here. Toyota announced it would introduce 15 BEV models just hours after BYD unveiled e-platform 3.0 in April 2021. twitter.com/bridgemccarthy…

2021-12-15 06:12:02