グローバルEV シフトと日本自動車産業の戦略

서지정보

· 발행기관 : 한일경상학회
· 수록지 정보 : 한일경상논집 / 95권 / 97 ~ 108페이지
· 저자명 : 김양태, 시마부쿠로 타카시

초록

Purpose: The influence of EV shift spreading around the world on Japanese automobile industry due to CASEtechnical innovation and environmental regulation is examined in this study. In the past, the background of highinternational competitiveness of Japanese automobile companies has been supported by high technology in HybridVehicle (HV) in addition to highly accumulated technology in the internal combustion engine. However, considerablechange and supply chain reorganization is expected in the Japanese automobile industry because CASE and EV shiftspreads rapidly. The expansion factor of global EV market, current status of Japanese EV market, the reason tohesitate in EV shift, the strategy of Japanese automobile companies, and the assignment of Japanese automobileindustry according to EV shift are analyzed and examined in this study.
Research design, data, and methodology: This study is based on the literature research, expert interview and the datapublished by each company. A survey on EV market which is expanding due to global CASE and environmentalregulation was conducted through the literature research. And then, a research on the strategy of Japaneseautomobile company for EV shift was conducted through an interview with a supply chain official along with auniversity researcher in Aichi Prefecture where Toyota Motor Corporation is located. A result discovering thecharacteristic of EV strategy on each company has been achieved.
Results: At this moment, the EV market in Japan is very small. Expensive vehicle price, inconvenience of charging andmileage problem, etc. are mentioned as the cause of it. Accordingly, Japanese automobile companies have beenpursued the global product strategy centered on the HV. HV has been recognized as an eco-friendly vehicle prior tomoving to future FCV and EV. The time Japanese automobile companies announced their EV strategy was Year 2021.
However, the strategy of each company is very much different. Toyota is pursing an all round strategy which plansbold investment in PHV, FCV, etc. in addition to EV. Nissan is devoting all their energy to develop all-solid-statebattery expanding global EV market based on the result which they early focused on EV. At this moment, Nissan isconsidered as most advanced in the development of all-solid-state battery in Japan. Honda is concentrating on thedevelopment of EV and FCV cooperating with GM in US.
Implications: EV has a simple structure unlike traditional gasoline and diesel vehicles. Therefore, the expansion of EVis expected to give inevitable significant influence on the Japanese automobile industry. First, huge EV developmentand production facility reorganization will cause huge amount of cost. As a next, it is expected the industrial structureto be reorganized with the bankruptcy of existing companies and the entry of new companies based on thereorganization of the supply chain due to the decrease in the number of parts. Accordingly, employment problemalso will be emerged seriously. Finally, the change in the Japanese automobile industry will be an important subjectfor research in the future because it is expected there also will be change in traditional Sryawase type Monozukurimethod which has been evaluated as a strength of Japanese manufacturing industry.

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