雑記帳
雑記帳
HV世界販売３割増でEVの伸び率逆転 令和５年、トヨタは過去最高の販売
欧米、中国、日本を含む主要１４カ国のハイブリッド車（HV）の販売台数が、令和５年、令和４年から３０％増えて電気自動車（EV）などの伸び（２８％）を上回わりました。
トヨタ自動車のHV販売台数も過去最高を更新しました。
拡大を続けてきたEVの成長ペースが踊り場を迎えています。
電気自動車（EV）の伸び率が低下しています。
現在の電気自動車（EV）は、寒さに弱い、充電に時間がかかる、リセールバリューが安いという弱点があるほか、ただでさえ高価なのに、補助金が打ち切られるなどして、あまり購入者がなくなったという記事ですね。
これからは、電気自動車（EV）の時代だという「かけ声」が急にしぼんでいます。
なお、英文の記事を読めば分かりますが、２８％伸びたとされる「電気自動車（EV）など」は、「電気自動車（EV）」のほか、「Electric and plug-in hybrid models」となっていて、内燃機関を搭載したプラグイン・ハイブリッド車（plug-in hybrid）を含んでいます。
内燃機関を搭載しているという点に注目して、プラグイン・ハイブリッド車（plug-in hybridを、ハイブリッド車（HV）に分類すれば、差はもっとひろがります。
ちなみに、ドイツ連邦自動車庁（ＫＢＡ）のデータによりますと、令和５年１０月時点の電気モーター搭載車は２２０万台で、このうち完全ＥＶは１３０万台だったとのことです。その差９０万台は、プラグイン・ハイブリッド車（plug-in hybrid）で、内燃機関を搭載しているということになります。
NIKKEI ASIA February 20, 2024
Hybrids lead EVs in sales growth as drivers seek convenience
Hybrid automobiles achieved stronger sales gains than electric vehicles in major markets last year, in a sign of EV growth hitting a slow patch.
Sales of hybrids rose 30% in 2023 in 14 countries -- including China, Japan and the U.S. -- to 4.21 million units, MarkLines reports. Electric vehicles and plug-in hybrids lagged with 28% growth to 11.96 million units.
Hybrids accounted for 7% of total sales in 2023, up 2 percentage points from 2021.
Anxiety over the reliability of EVs has held the vehicles back, said Tomoyuki Suzuki, a partner and managing director at AlixPartners in Tokyo.
"The weakness of EVs to the cold -- as shown during a severe cold snap in North America, for instance -- and the lack of progress on bringing low-priced EVs to market are behind" consumer reluctance, Suzuki said.
The cost of electric cars from Tesla, which has only four main models, averaged $44,500 last quarter -- down 15% from a year earlier, due to price cuts. Toyota Motor, meanwhile, offers hybrids at price points from the 1 million yen range to over 20 million yen (1 million yen is roughly $6,700), with the new Prius rolled out last year starting at 2.75 million yen. Honda Motor and Nissan Motor also have a range of hybrid options.
Convenience is a concern as well. An EV with a driving range of 150 kilometers takes at least 30 minutes to charge -- 10 times as long as an internal combustion engine vehicle or hybrid needs to refuel. This has led to EV drivers facing congestion at charging stations, or leaving their cars for extended periods to recharge.
"More consumers are buying hybrids or plug-in hybrids as a more realistic option, rather than jumping right to EVs," Suzuki said.
The effect of subsidies to boost electric vehicle sales is also abating. Germany closed its subsidy program ahead of schedule in December, and China's central government ended its subsidy at the end of 2022. Automakers that had pivoted toward electrics in response to the incentives for North American EV production in the U.S. Inflation Reduction Act are changing course.
Ford Motor is drastically reworking its spending plans, postponing about $12 billion in EV investment. Its sales of electric vehicles fell 11% on the year last month, while sales of hybrids jumped 43%.
The appetite for hybrids is good news for Japanese automakers with a head start in the field.
Toyota's sales in the category grew 32% last year to a record 3.44 million units. They are on track to top 5 million annually as soon as 2025, the year by which Toyota has said it aims to roll out hybrid or other electrified versions of all the models it sells worldwide.
"Given the electricity situation and charging infrastructure, hybrids will still play the leading role," said Executive Vice President Hiroki Nakajima, who sees demand growing till around 2035.
Honda, which launches a hybrid version of its flagship Civic sedan in North America this summer, saw the share of hybrids in its global sales rise to about 20% last year. Nissan is considering launching a model with its e-Power hybrid technology in the U.S. as soon as late 2026.
Electric and plug-in hybrid models together now make up roughly 20% of the total market in the 14 countries examined. U.K.-based GlobalData expects global EV demand to double between 2023 and 2026 to more than 20 million vehicles, and top 50 million units in 2035, accounting for a majority of passenger-vehicle demand.
"Manufacturers will come out with models that overcome the weaknesses of EVs," Suzuki at AlixPartners said. "They're doing research and development in a variety of fields, like reducing weight, with the goal of promoting EV adoption. The trend of hybrid growth won't last forever."
トヨタ自動車のHV販売台数も過去最高を更新しました。
拡大を続けてきたEVの成長ペースが踊り場を迎えています。
電気自動車（EV）の伸び率が低下しています。
現在の電気自動車（EV）は、寒さに弱い、充電に時間がかかる、リセールバリューが安いという弱点があるほか、ただでさえ高価なのに、補助金が打ち切られるなどして、あまり購入者がなくなったという記事ですね。
これからは、電気自動車（EV）の時代だという「かけ声」が急にしぼんでいます。
なお、英文の記事を読めば分かりますが、２８％伸びたとされる「電気自動車（EV）など」は、「電気自動車（EV）」のほか、「Electric and plug-in hybrid models」となっていて、内燃機関を搭載したプラグイン・ハイブリッド車（plug-in hybrid）を含んでいます。
内燃機関を搭載しているという点に注目して、プラグイン・ハイブリッド車（plug-in hybridを、ハイブリッド車（HV）に分類すれば、差はもっとひろがります。
ちなみに、ドイツ連邦自動車庁（ＫＢＡ）のデータによりますと、令和５年１０月時点の電気モーター搭載車は２２０万台で、このうち完全ＥＶは１３０万台だったとのことです。その差９０万台は、プラグイン・ハイブリッド車（plug-in hybrid）で、内燃機関を搭載しているということになります。
NIKKEI ASIA February 20, 2024
Hybrids lead EVs in sales growth as drivers seek convenience
Hybrid automobiles achieved stronger sales gains than electric vehicles in major markets last year, in a sign of EV growth hitting a slow patch.
Sales of hybrids rose 30% in 2023 in 14 countries -- including China, Japan and the U.S. -- to 4.21 million units, MarkLines reports. Electric vehicles and plug-in hybrids lagged with 28% growth to 11.96 million units.
Hybrids accounted for 7% of total sales in 2023, up 2 percentage points from 2021.
Anxiety over the reliability of EVs has held the vehicles back, said Tomoyuki Suzuki, a partner and managing director at AlixPartners in Tokyo.
"The weakness of EVs to the cold -- as shown during a severe cold snap in North America, for instance -- and the lack of progress on bringing low-priced EVs to market are behind" consumer reluctance, Suzuki said.
The cost of electric cars from Tesla, which has only four main models, averaged $44,500 last quarter -- down 15% from a year earlier, due to price cuts. Toyota Motor, meanwhile, offers hybrids at price points from the 1 million yen range to over 20 million yen (1 million yen is roughly $6,700), with the new Prius rolled out last year starting at 2.75 million yen. Honda Motor and Nissan Motor also have a range of hybrid options.
Convenience is a concern as well. An EV with a driving range of 150 kilometers takes at least 30 minutes to charge -- 10 times as long as an internal combustion engine vehicle or hybrid needs to refuel. This has led to EV drivers facing congestion at charging stations, or leaving their cars for extended periods to recharge.
"More consumers are buying hybrids or plug-in hybrids as a more realistic option, rather than jumping right to EVs," Suzuki said.
The effect of subsidies to boost electric vehicle sales is also abating. Germany closed its subsidy program ahead of schedule in December, and China's central government ended its subsidy at the end of 2022. Automakers that had pivoted toward electrics in response to the incentives for North American EV production in the U.S. Inflation Reduction Act are changing course.
Ford Motor is drastically reworking its spending plans, postponing about $12 billion in EV investment. Its sales of electric vehicles fell 11% on the year last month, while sales of hybrids jumped 43%.
The appetite for hybrids is good news for Japanese automakers with a head start in the field.
Toyota's sales in the category grew 32% last year to a record 3.44 million units. They are on track to top 5 million annually as soon as 2025, the year by which Toyota has said it aims to roll out hybrid or other electrified versions of all the models it sells worldwide.
"Given the electricity situation and charging infrastructure, hybrids will still play the leading role," said Executive Vice President Hiroki Nakajima, who sees demand growing till around 2035.
Honda, which launches a hybrid version of its flagship Civic sedan in North America this summer, saw the share of hybrids in its global sales rise to about 20% last year. Nissan is considering launching a model with its e-Power hybrid technology in the U.S. as soon as late 2026.
Electric and plug-in hybrid models together now make up roughly 20% of the total market in the 14 countries examined. U.K.-based GlobalData expects global EV demand to double between 2023 and 2026 to more than 20 million vehicles, and top 50 million units in 2035, accounting for a majority of passenger-vehicle demand.
"Manufacturers will come out with models that overcome the weaknesses of EVs," Suzuki at AlixPartners said. "They're doing research and development in a variety of fields, like reducing weight, with the goal of promoting EV adoption. The trend of hybrid growth won't last forever."