Panasonic
Toyota’s Doomed: Too Little Too Late
Toyota’s Doomed: Too Little Too Late
#Toyotas #Doomed #Late
“Brighter with Herbert”
🔹 Join my Patreon:
Get free access to Brighter $TSLA – the most comprehensive library of resources for the Tesla investor
🔹 Free TESLA Investor Resources:
Check out my website to see the MOST comprehensive library of…
source
To see the full content, share this page by clicking one of the buttons below |
Joe justice is a traitor
When NACS plug on other EV, come standard, EV sales will skyrocket.
Stop press! Toyota will be one of the first to license Tesla FSD. They announced over a year ago that it had to be vision based.
Japan has an electricity shortage. I suspect Japanese government funded Toyota’s hydrogen attempt to minimise electricity requirement.
As a TSLA holder, and EV owner, I cheer for Tesla. That said, I think come 2030 Toyota will be fine financially. Even if their plan does not seem to be EV centric enough.
Akio Toyoda did not leave the company. Previously CEO, he is now Chairman.
Toyota is a Japanese company, and this matters. Japanese EVs would require a lot of supply from China, and China and Japan were in a territorial dispute a while back, and because of Japan's reliance on China for parts, Japan had to give in. They don't want to have to do that again, so Japan's auto industry is down on EVs because of the dependence on China. This is why they want to build cars "in-house", and why they will tout hydrogen. So Toyota is sort'a stuck between a rock and a hard-place.
By the time Toyota is ready to build mass market EVs with good margins (5 years?) Tesla will have moved on to manufacturing robo taxis.
Toyota, being the cost leader in ICE and Hybrid vehicles, has a longer runway than every other OEM in that realm. Meaning they can afford to take longer to develop and scale up their cost competitive EV platform. They'll almost certainly lose their position as #1 in automotive but I'll be shocked if they fall further than 4th
Come on, get a clue here guys, Toyota is 1000% doomed, it will not be close. Thirty Gigawatts of batteries in 2030 will allow them to have TOTAL sales of 500,000 cars. No one is buying ICE or hybrids in 2030. But Toyota will be gone by then anyway, ICE parts suppliers are going under and not being replaced, dealerships are going under, gas station chains will close leading to panic EV buying, and Toyota is completely unprepared for anything.
Toyota and Hyundai-Kia Group have a better chance of making the transition to pure EVs than any of the other legacy automakers. Their hybrid cars qualify for the full EV tax credit and they will be very lucrative for Toyota for the foreseeable future.
11.7 billion USD for 30GhWh battery production? Tesla built Giga Nevada with 4 billion USD (?) for 35 GWh capacity or something? What am I missing?
I think Toyota is more likely to beg governments to give them money. Today’s paper has an article titled “Toyota Canada seeks billions in assistance from Ottawa for shift to EVs”
As Tony Seba says the so called "Experts" don't see disruption coming, because they are on the inside looking out.
Nicholas Colas is one of those experts, so I'm not looking to his claims as advice. He will be wrong like many current experts.
Software and autonomy are not required for EVs
Toyota has (or hasn’t?) given up on hydrogen…right?
I mean, they must see that it can’t work, it can only delay their own transition to electric, can only be far too expensive to be practical for the consumer…and so forth.
If I can see it, surely, the new execs at Toyota must see it, too.
but then, I see Tesla as the biggest maker by 2030. I suppose they would see themselves differently…like they do today.
Buzz forks! LOL!
The idea that Toyota is so great, just wait until they start building EVs ìs very familiar. It has been said about every car compnay over last 5 years. Just wait until Ford, GM, BMW, Mercedes, Honda etc etc. What does Toyota know about software? Where is the expertise for that going to come from. Manufacturing engines and assembly of cars is their expertise. They need to be able to design and produce a software managed, battery based automobile. They have no expertise and are years behind Tesla.
This has to be solid state battery? Or
How many Billion… for just 8 more lines. That sounds like a lot more than Tesla are spending on 8 lines.