Scelte strategiche Toyota

[KimKardashian]

In Cina viene rilasciato il nuovo marchio Crown che produrrà localmente modelli di fascia alta della gamma Toyota giapponese. In futuro i modelli saranno venduti da una rete dedicata.   

[j]

5 minuti fa, KimKardashian scrive:

In Cina viene rilasciato il nuovo marchio Crown che produrrà localmente modelli di fascia alta della gamma Toyota giapponese. In futuro i modelli saranno venduti da una rete dedicata.   

E come si posizionerà rispetto a Lexus?

[KimKardashian]

12 ore fa, j scrive:

E come si posizionerà rispetto a Lexus?

Più in basso, diciamo a metà strada, le Lexus sono importate in Cina. L’impianto (ribattezzato Tianjin FAW Toyota Crown) ha una capacità di 150 mila auto e sarà portato a 200 mila entro 5 anni.

Per ora i modelli annunciati sono la Crown Kluger (rebadge Toyota Highlander) e Crown Wellfire (rebadge della MPV Wellfire)

[Jack.Torrance]

6 ore fa, KimKardashian scrive:

 

 

 

Frau Kluger! 

 

 

Modificato 1 Agosto 2021 da Jack.Torrance

[4200blu]

Toyota will cut global output by 40% on chip shortage

Production in Japan, North America, China and Europe will be scaled back

 

TOKYO – Toyota, which until now has largely skirted the supply chain woes that hampered rivals worldwide, will slash global output some 40 percent in September as it finally feels the bite of the pandemic and the global shortage of automotive microchips.

In announcing the hit on Thursday, Toyota blamed the suspensions on bottlenecks in worldwide chip supplies and the outbreak of the COVID-19 Delta variant in Southeast Asia.

The sweeping shutdowns, which begin in August and run through the end of September, will hammer Toyota output in virtually every major market -- Japan, the U.S., Europe, China and Asia.

Japan’s biggest automaker expects to lose 360,000 vehicles of output globally in September alone. North American operations will lose about 80,000 units, Europe about 40,000 vehicles, China some 80,000 units, and other Asian operations will feel an 8,000-unit impact.

The cutbacks will affect 14 Toyota assembly plants in Japan and 27 of 28 production lines here. Toyota said it expects to lose about 140,000 units of production from home market factories in September, on top of another 20,000 units lost through dial backs in August.  

Affected factories include the Takaoka and Tsutsumi plants in Japan, which together build the RAV4 and Harrier crossovers, Corolla and Camry sedans as well as the Prius hybrid, among other nameplates. Also hit is the Tahara plant that makes the Lexus LS, IS, RC, RCF and NX models.

The loss represents about 40 percent of Toyota’s initially planned global output for September.

Despite the worldwide suspensions, Toyota said that, for now, it was holding steady its production plan to build 9.3 million vehicles globally in the current fiscal year ending March 31, 2022. That total covers output only from Toyota and Lexus, not Daihatsu or Hino.

“We have factored in risk factors in our annual plan. But as for September, the impact came sooner and deeper than expected,” Chief Communications Officer Jun Nagata said.

Global procurement manager Kazunari Kumakura said there are continuing supply chain risks and would not say when the global crunch might ease. He also declined to say what suppliers were affected or what kinds of components were in especially short supply.

"In October and beyond, we think there are risks so we will monitor the situation every day, going forward. In October and beyond, we would like to recover as much as we can, but we already have tight production plans," Kumakura said, adding that Toyota wants to still hit 9.3 million.

"We will do our utmost to achieve this target."

Global impact

Toyota had intended to build around 900,000 vehicles worldwide in September. The new plan marks a large drop from that goal and from the 973,000 vehicles Toyota produced in September 2020, just as it began recovering from the pandemic shutdowns in the early part of last year. In September 2019, before COVID-19 struck, Toyota manufactured 905,000 vehicles worldwide.

Because the pandemic is disrupting supplier operations in Southeast Asia, it is affecting Toyota operations worldwide that depend on those parts. The impact underscores the fragile, highly interconnected nature of today’s global automotive business.

Earlier this month, Japanese rival Nissan said it would idle its massive plant in Smyrna, Tenn., for two weeks because of a COVID-19 outbreak at a microchip supplier plant in Malaysia.

Toyota declined to identify the supplier or the parts triggering its latest suspensions.

AutoForecast Solutions has estimated the chip shortage has resulted in the loss of 5.8 million vehicles from production plans globally. AFS forecasts the toll eventually could rise to 7.1 million.

Toyota has largely confounded the industry by ramping up output and notching record profits despite the pandemic-microchip double whammy. In the company’s fiscal first quarter ended June 30, the Japanese juggernaut reported all-time high quarterly operating profit as well as record fiscal first-quarter results for net income, revenue and global retail sales.

Toyota had previously credited its stellar supply chain management – marked by bigger inventories of key parts, higher visibility into operations at lower-tier parts makers and more strategic long-term planning – for helping it avoid big interruptions.

Warning signs

But even Toyota has not been completely problem free. In a sign of brewing trouble, Toyota shut down multiple lines at four plants in Japan for several days in early August. It cited a shortage of parts resulting from the spread of COVID-19 in Southeast Asia, where plants were closed due to pandemic shutdowns. Those suspensions affected output of certain Lexus models and other nameplates, including the Land Cruiser, Corolla and Alphard and Voxy vans.  

And the day before this week’s announcement, Toyota suspended output at all three of its plants in Brazil because of supply disruptions from Southeast Asia triggered by the pandemic.

In Thailand, one of Toyota’s three assembly plants there has been suspended since July 21.

For the first six months of 2020 through June, Toyota’s global production was up 35 percent to 5.30 million vehicles, and global sales were up 31 percent to 5.47 million units. Even a cutback of more than 300,000 units in September would represent a relatively small percentage of Toyota’s annual production volume, which reached 9.21 million vehicles in calendar year 2020.

Toyota’s output, including production at Daihatsu and Hino, peaked at 10.73 million vehicles in calendar year 2019. Toyota does not announce calendar-year production forecasts.

But last month, it said it planned to build some 9.3 million vehicles in the current fiscal year to March 31, 2022. But that total is not a direct comparison because it excludes Hino and Daihatsu.

 

(ANE)

 

[4200blu]

Toyota deflects chip shortage to post 48% rise in quarterly profit

Automaker lifted profit forecast for the current fiscal year, even as it cut its sales outlook

 

TOKYO -- Toyota again powered through the global microchip shortage in the latest quarter booking a 48 percent surge in operating profit despite output cutbacks and stagnant sales.

Soaring higher on aggressive cost control and beneficial foreign exchange rates, Toyota also lifted its full-year profit forecasts to near record levels, even as it trimmed its sales outlook.

Toyota's operating profit climbed to 749.9 billion yen ($6.72 billion) in the fiscal second quarter ended Sept. 30, from 506.0 billion yen ($4.53 billion) the previous year, when the worldwide auto industry was in the throes of the COVID-19 pandemic.

Operating profit margin came in at a healthy 9.9 percent for the three-month period.

Record Q2 net income

In announcing its financial results on Thursday, Japan's biggest automaker said net income advanced 33 percent to 626.6 billion yen ($5.61 billion) in the July-September quarter.

That marked a record high for the company's fiscal second quarter.

Revenue grew 11.4 percent to 7.55 trillion yen ($67.62 billion), even as global retail sales dipped 0.5 percent to 2.51 million units as Toyota began slowing output due to supply chain issues.

CFO Kenta Kon credited cost control, better inventory management and improved pricing power for the resilient results, even as Toyota cut back on production. Tight supply of vehicles and high demand, for example, enabled Toyota to curb incentives and slash marketing expenses.

Toyota was also lifted by favorable foreign currency exchange rates, which boosted the value of its dollar-denominated earnings when converted back into Japanese yen.

"Production volume declined globally, but our suppliers, plants and dealers made great efforts to supply as many cars as possible," Kon said. "However, in comparison to the past level, although there is some risk of a production decrease, it is going to recover quite a bit."

Easing chip shortage

Toyota expects production to bounce back gradually starting in December and into next year as the global semiconductor shortage eases, Kon said. But there are still lingering uncertainties about supply, and Kon said it was too soon to rule out further interruptions.

"The risk is becoming significantly smaller," he said. "However, we're not in a place to say the risk is zero."

Toyota said last month it would cut global production for a third time this year as the pandemic and global shortage of automotive microchips continue to bite.

Toyota said it will produce between 850,000 and 900,000 vehicles worldwide in November.
That total represents a 15 percent cutback from Toyota's revised November production plan to produce 1 million vehicles in the month.

The reduction followed plans to cut October output by 40 percent and September output by 40 percent, as the semiconductor shortage hit home.

In announcing the November slowdown, Toyota said it sees signs of recovery on the horizon. And even with the cutback, the reduced output level still represents an all-time high for the month of November. That is because in August, Toyota actually raised the November monthly target to 1 million units in an attempt to catch up from earlier setbacks.

Blaming the crimped production, Toyota cut its global retail sales forecast to 10.29 million vehicles from an earlier outlook of 10.55 million, including minicar maker Daihatsu and truck maker Hino. But even that represents a 3.7 percent increase over the previous year.

Bullish profit outlook

Toyota lifted its full-year operating profit outlook 12 percent to 2.8 trillion yen ($25.08 billion), and improved its net income forecast 8.3 percent to 2.49 trillion yen ($22.30 billion).

Both the operating profit and net income totals would represent the second highest earnings on record at the company, coming in just shy of the company's all-time highs.

Revenues are also expected to reach near record levels at 30.0 trillion yen ($268.70 billion), just shy of the all-time high of 30.2 trillion ($270.49 billion) in the fiscal year ended March 31, 2019.

The July-September results build on a stellar fiscal first quarter.

The country's biggest automaker notched all-time high quarterly operating profit in the April-June period -- and record fiscal first-quarter results for net income, revenue and global retail sales. And it achieved an enviable 12.6 percent operating profit margin for that quarter.

 

(ANE)

 

[4200blu]

Toyota starts Yaris production in Czech Republic

Toyota has invested over €180M in the expansion of the Kolin plant to enable hybrid electric vehicle production on the Toyota New Global Architecture (TNGA) B-platform

Toyota Motor Manufacturing Czech Republic (TMMCZ) has started production of Yaris – The Car of the Year 2021 – at its manufacturing plant in Kolin. TMMCZ becomes the second European plant to produce the region’s best-selling Yaris, alongside Toyota Motor Manufacturing France (TMMF).

The introduction of a second model marks an important milestone for TMMCZ (formerly TPCA) after it transferred into the full ownership of Toyota Motor Europe in January 2021. Toyota has invested over €180M, transforming the plant to produce A and B segment vehicles on its TNGA B-platform (Toyota New Global Architecture). The plant’s capacity is now expanded, and three shift operations have been introduced for the ramp-up of Yaris and the introduction of new Aygo X in 2022.

Koreatsu Aoki, President of Toyota Motor Manufacturing Czech Republic: In the last three years, we have built new production areas, set new logistic routes, installed new technology and most importantly, we welcomed almost 1600 new employees to our Toyota plant. I’d also like to express my gratitude to our valuable suppliers and external partners in the region for their great cooperation and continuous support.

Toyota’s investment also enables the production of hybrid electric vehicles at TMMCZ, reflecting the success of the Yaris Hybrid, which represents 80% of Yaris European sales mix. The hybrid electric powertrains for both TMMCZ and TMMF are manufactured at Toyota Motor Manufacturing Poland.

Marvin Cooke, Executive Vice President Manufacturing, Toyota Motor Europe: This represents an exciting step forward for TMMCZ’s future as it starts producing our best-selling car in Europe. Toyota’s European sales target is 1.5 million vehicle sales by 2025, and Yaris will play a key role in achieving this goal. The introduction of both TNGA and hybrid powertrains in TMMCZ is in line with our strategy throughout the region.

 

(Toyota madia)

 

[ciraw]

Nuova piattaforma Toyota per ibride ed elettriche

 

Cita

[...]

Due architetture per le elettriche
Con questo annuncio, Toyota si appresta quindi ad avere 2 piattaforme su cui possono nascere elettriche di nuova generazione, una "dedicata" e una in grado di ospitare anche powertrain ibridi. La prima, la e-TNGA, sarà utilizzata per i modelli prodotti in Giappone, come la bZ4X ad esempio, che in Europa sarà solo esportata. La seconda, la E3, sarà invece la base delle auto prodotte nel Vecchio Continente (sono ben 6 le fabbriche della Casa presenti sul suolo europeo).

In particolare, la E3 sarà utilizzata nella fabbrica inglese (dove attualmente viene prodotta la Corolla) e in quella Turca (da dove escono sia Corolla sia C-HR), che insieme, attualmente, hanno una capacità produttiva di 450.000 vetture l’anno. [...]

 

https://insideevs.it/news/552630/toyota-piattaforma-e3-elettriche-ibride/

[ciraw]

Toyota prepara un mega impianto per la costruzione di batterie al litio per BEV e PHEV in Carolina del Nord

https://www.hdmotori.it/toyota/articoli/n548169/toyota-fabbrica-batterie-auto-ibride-carolina-nord/

 

[A.Masera]

Il prossimo che leggo su FB tirare in ballo Toyoda contrario all’elettrico lo elettrizzo