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"Blood tax 1 trillion yen" dropped on Toyota and Pana in-vehicle batteries! Will EVs, which are inferior to China and South Korea, recover? [Scoop]2/1 (Monday) 6:01 delivery211Tweet about this articleShare about this articleDiamond onlinePhoto: JIJIIn response to the global decarbonization shift, the Ministry of Economy, Trade and Industry was considering a huge amount of support of 1 trillion yen for in-vehicle batteries, according to a survey by the diamond editorial department. In-vehicle batteries, which are the core devices of electric vehicles (EVs), are undergoing fierce investment competition by Chinese and Koreans, led by China CATL (Ningde Era New Energy Technology). With the financial support of the government, the Hinomaru battery, which lags behind in global competition, will fight back. Is there any chance of winning? (Diamond editorial department Mieko Arai, Ryoko Asashima)● What is the success or failure of the large-scale behavior of the Hinomaru Battery "Green Fund", which is the best in the world and worships the dust behind China CATL?Is it supposed to be late? It has been revealed that the Ministry of Economy, Trade and Industry has begun to consider providing a huge amount of 1 trillion yen for in-vehicle lithium-ion batteries.At the end of last year, the Kan administration just presented "a green growth strategy for 2050 carbon neutral (carbon neutrality. Making carbon dioxide emissions and absorptions plus or minus zero)". In this action plan, the government said it would create an unprecedented 2 trillion yen "Green Innovation Fund" to continue to support companies that challenge ambitious innovation for the next 10 years.The financial support for in-vehicle batteries this time will also be provided through the framework of this Green Fund.The target of support is the in-vehicle battery manufacturer "Prime Planet Energy & Solutions", which was established as a joint venture between Toyota Motor Corporation and Panasonic, and the four main components of lithium-ion batteries (positive electrode material / negative electrode material, electrolyte, separator). It is expected to become a group of companies that are incorporated into the battery material supply chain.The movement of gasoline-free vehicles is accelerating rapidly in the United States, Central Europe and Europe so as to keep pace with the global trend of decarbonization. In particular, the electric vehicle (EV) market is in a fierce battle in which not only existing automobile manufacturers but also Apple in the United States, Huawei in China, Baidu, and other venture companies are all entering the market.The Japanese government also set "zero gasoline cars" for new car sales by the middle of 30 years, and there are conspicuous movements by automakers and their suppliers to advance EV sales plans.At this timing, if the in-vehicle battery, which is the core device of EV, is mossed, the automobile industry, which is a Japanese specialty, may collapse. The Ministry of Economy, Trade and Industry, which expressed a sense of crisis, decided to support investment in in-vehicle batteries, which had been delayed.● The thorny road awaiting Japanese people The decisive factor for the value of mobility is softwareStill, there will be a thorny road for Japan to take the hegemony with in-vehicle batteries.Panasonic's in-vehicle battery, which has a cylindrical battery for Tesla and a square battery that follows the flow of the former Sanyo Electric, used to be the number one in the world in terms of mass, but it is behind China CATL (Ningde Dynasty New Energy Technology). I'm worshiping. According to the statistics as of 2018, the share between the top CATL and the second Panasonic was narrow, but now CATL has won a large number of orders from European automobile manufacturers such as Volkswagen Germany in addition to Toyota and Honda. In terms of quantity, it is far ahead of Panasonic. LG Chem of South Korea has also launched a price offensive and is deepening cooperation with General Motors (GM) of the United States.That's not the only concern. In-vehicle batteries are a key device in the sense that they account for a large proportion of EV costs, but the "decisive factor" for mobility's competitiveness is clearly shifting from hardware to software. Companies that have built new business models such as mobility services and energy management are expected to win, rather than manufacturing and selling car bodies including in-vehicle batteries.Is it correct to decide to put a huge blood tax on lithium-ion batteries for vehicles at the timing of being late?An executive of the Ministry of Economy, Trade and Industry said, "It is true that there are criticisms that it was delayed, but batteries cannot win without a large-scale investment of trillion yen. Japan will win in the" next stage "of all-solid-state batteries that Toyota and others are working on. As a bridge, I think this investment is inevitable. " Another METI executive acknowledged the huge investment in in-vehicle batteries and said, "We will work out details such as the amount and scheme by the first half of this year at the latest."Regarding the success or failure of this huge investment, the # 1 "Toyota-Pana battery joint venture blood tax subsidy of 1 trillion yen!" In the special feature "Impact of decarbonization of 3000 trillion yen"! Can Japan avoid the "second dance of semiconductors" with EV? [Scoop complete version] "explains in detail.
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