"However, the production system for a BEV is very different from an ICE or HEV. The BEV has thousands of parts that are either new or put together differently than in a Camry or a Prius. “You cannot kaizen yourself from an ICE vehicle to a BEV. That is the dilemma for Toyota,” "
I don't think that is true. The move from (P)HEV to EREV should be easy and one that Toyota can do. PHEVs have electric motors and batteries and gasoline motors as do EREVs. The difference is that the EREV loses all the ICE powertrain and simply connects it to the battery charger. Essentially you remove the ICE powertrain and probably add a second electric motor on the other axle. That's an evolutionary change and I can't see why it would be hard for Toyota.
In fact that EREV makes the FC vehicles possible too - just replace the gasoline motor with the hydrogen FC and have the FC charge the batteries when needed.
Immense "sunk costs" drive so much propaganda in favor of BEV's, while denigrating and dismissing alternatives such as hydrogen, that it is impossible to blindly accept the credibility of articles such as this. Enormous subsidies have been handed out to increase infrastructure such as charging stations, while fighting any attempt to allow any competing infrastructure, while then using the lack of infrastructure as an argument against the technology. It's another example of financial, marketing, and political maneuvering pushing society wide development over actual cost-benefit analysis, technological prowess, or free market choices.
Akio Toyoda can't bear the thought of destroying millions of people through EV transition because the overcomplexity of ICE cars allowed an overly complex Japanese supply chains. Additionally, China has already owned all resources and supply chains to develop BEV and other next generations of cars. BYD and Chinese automakers already can make more competitive PHEVs than Japanese ones! Toyota and Japanese automakers are terrified of coming storms against Chinese companies. Just like how Chinese companies crushed everyone in solar industry.
The link for the McKinsey article is broken.
Thanks for the heads up. I fixed it.
"However, the production system for a BEV is very different from an ICE or HEV. The BEV has thousands of parts that are either new or put together differently than in a Camry or a Prius. “You cannot kaizen yourself from an ICE vehicle to a BEV. That is the dilemma for Toyota,” "
I don't think that is true. The move from (P)HEV to EREV should be easy and one that Toyota can do. PHEVs have electric motors and batteries and gasoline motors as do EREVs. The difference is that the EREV loses all the ICE powertrain and simply connects it to the battery charger. Essentially you remove the ICE powertrain and probably add a second electric motor on the other axle. That's an evolutionary change and I can't see why it would be hard for Toyota.
In fact that EREV makes the FC vehicles possible too - just replace the gasoline motor with the hydrogen FC and have the FC charge the batteries when needed.
Immense "sunk costs" drive so much propaganda in favor of BEV's, while denigrating and dismissing alternatives such as hydrogen, that it is impossible to blindly accept the credibility of articles such as this. Enormous subsidies have been handed out to increase infrastructure such as charging stations, while fighting any attempt to allow any competing infrastructure, while then using the lack of infrastructure as an argument against the technology. It's another example of financial, marketing, and political maneuvering pushing society wide development over actual cost-benefit analysis, technological prowess, or free market choices.
Akio Toyoda can't bear the thought of destroying millions of people through EV transition because the overcomplexity of ICE cars allowed an overly complex Japanese supply chains. Additionally, China has already owned all resources and supply chains to develop BEV and other next generations of cars. BYD and Chinese automakers already can make more competitive PHEVs than Japanese ones! Toyota and Japanese automakers are terrified of coming storms against Chinese companies. Just like how Chinese companies crushed everyone in solar industry.