- 期刊
日本電動車市場特性與商機剖析
Analysis of Japan EV Market Trends and Business Opportunities
摘要
日本電動車銷量於2023年持續位居全球第三位，2022年電動車總銷量占比突破35%，2023上半年更創超過40%新高。日本混合動力車持續以超過90%位居市場最大占比，但純電動車占比具成長趨勢；2023上半年Toyota持續位居市占第一且占比成長，影響第二到第四位品牌占比均呈下滑。電動車銷量前三位品牌中，Toyota及Nissan積極研製特色核心技術，Suzuki印度設廠布局回銷日本。參考電動車銷量前三位品牌布局動向，後續我國可思考運用國內工具機強項，開發車廠大型壓鑄技術所需設備機台；運用我國智慧製造軟硬體研製及產業應用累積經驗，協助車廠建置／提昇自動化產線產能；加速國產固態電池量產技術研製，提前布局日系國產車款在地組裝及售後維修商機；搭配國內供應鏈產品，研製國產低／無稀土馬達並整合為多合一動力總成。
並列摘要
In 2023, Japan continues to maintain its position as the third-largest electric vehicle (EV) market globally, with EVs constituting over 35% of the total vehicle sales in 2022, reaching a new high of over 40% in the first half of 2023. Hybrid vehicles in Japan maintain a dominant market share of over 90%, with the proportion of battery electric vehicles showing a growing trend. During the first half of 2023, Toyota sustained its leading position in market share, experiencing growth, while the market shares of the second to fourth-ranked brands declined. Among the top three EV brands, Toyota and Nissan are actively developing distinctive core technologies, and Suzuki is currently establishing a manufacturing plant in India and plans to resell products in Japan in the future. Considering the strategies of the top three EV brands, Taiwan may explore leveraging its strength in domestic machine tools to develop the required equipment for large-scale casting technologies in the automotive industry. And, utilizing Taiwan's expertise in intelligent manufacturing software and hardware and accumulated experience in industry applications can assist automakers in establishing or enhancing automated production line capacity. Furthermore, accelerating the development of domestically produced solid-state battery technology can position Taiwan at the forefront in securing domestic assembly contracts and maintenance services in Taiwan. Finally, coordinating with domestic supply chain products, developing domestically produced low/no rare-earth motors, and integrating them into an all-in-1 powertrain assembly can be a strategic move.