Tesla and Toyota Are Considering Joint - 股票

原文標題：

Tesla and Toyota Are Considering Jointly Developing a Small Electric SUV
Platform
特斯拉和豐田正在考慮共同開發小型電動SUV平台

原文連結：

https://reurl.cc/l0XOZ6

發布時間：

By Armen Hareyan G+ Mar 29 2021 - 10:54pm

原文內容：

Choi Won-seok reports in the Korean Ghosun Libo news publication that
according to an official from the Japanese automotive industry Toyota and
Tesla have been reviewing the partnership since last year and are approaching
the final stage.

Here are some of the highlights of Toyota Tesla partnership. When the
partnership with Toyota is established, Tesla will be able to launch a
compact SUV EV at low cost using the Toyota platform.

The Ghosun IIbo is the biggest newspaper in SK. A Tesla source Sawyer
Merritt, tweets that he has been told "the reporter of the story is also
highly regarded. We'll see if it's true."

Toyota provides the vehicle platform to Tesla, and instead, Tesla provides
some of the electronic control platform and software technology installed in
its vehicle to Toyota.

When the partnership with Toyota is established, Tesla will be able to launch
a compact SUV electric vehicle at low cost using the Toyota platform. In
addition, Tesla's sales in Japan, which are around 1,000 units per year, are
likely to increase significantly.

Tesla CEO Elon Musk said at the 'Battery Day' in September of last year, that
Tesla "will release a $25,000 compact and affordable electric car in 2023.
However, among experts, there were several opinions that it would be
difficult for Tesla to find a way to sell electric cars at such low prices.
Especially considering Tesla has already developed the Model 3 in 2017, The
model electric crossover in 2020, the exoskeleton of the Cybertruck and
working on the Semi truck. at this moment we have no idea about Tesla's
affordable compact vehicle, which now it looks like may be produced in
partnership with Toyota, if this report is true.

I think this is a smart move for both Tesla and Toyota. Some people may be
skeptical of a Tesla Toyota partnership, but remember that Tesla helped built
Toyota RAV4 in 2012. I am sure you guys remember when Toyota sold its Tesla
stocks in 2017.

What's in it for Toyota?

Toyota can also significantly reduce the resources and time spent on
innovation of its vehicle's integrated electronic control platform ( ECU )
and operating system ( OS ) by using Tesla technology. Toyota is evaluating
that the integrated ECU and OS technology that can control and improve
vehicle functions through wireless updates (Over The Air) is lagging behind
Tesla. In other words, through cooperation between the two companies, Tesla
can reduce the cost and period of developing small electric SUVs and Toyota's
benefit is the gain in ECU and OS development. It aims for a win-win effect
by reducing the time it takes for the two companies to compensate for each
other's weaknesses, allowing them to focus more on their own strengths.

Tesla and Toyota have previously partnered. The two companies agreed to
jointly develop electric vehicles in 2010, and in 2012 marketed Toyota's RAV4
electric vehicle equipped with Tesla's battery system. However, due to
various reasons such as poor sales, the alliance between the Toyota and Tesla
ended in 2017. Yet, the close relationship between Musk and Toyota CEO Akio
Toyoda was maintained, leaving room for a reunion between the two companies
in the future.

Tesla's Fremont Factory is an automobile manufacturing plant in Fremont,
California, operated by Tesla. But the facility opened as the General Motors
Fremont Assembly in 1962, and was later operated by NUMMI, a former GM–
Toyota joint venture. Tesla took ownership in 2010.

Last year, Toyota sold 9.35 million vehicles, surpassing Volkswagen and
returned to the world's top sales in five years. Toyota, along with Isuzu and
its truck subsidiary Hino, plans to accelerate the electric and autonomous
driving of commercial vehicles. Prior to this, Toyota also established a
hydrogen fuel cell development joint venture with five Chinese automobile and
technology companies, including Tsinghua University, Beijing, Cheil,
Dongfeng, and Guangzhou Motors. The jointly developed hydrogen fuel cell
system will be installed on Chinese trucks and buses from 2022. In addition,
Toyota is striving to maximize economies of scale related to electrification
and autonomous driving, including successive capital alliances with rivals
Mazda and Suzuki.

Meanwhile, Tesla CEO Elon Musk wrote on Twitter on the 27th of March that “
the likelihood that Tesla will soon become the largest company in the world
is higher than 0%.” Although the context is not clear, it was also written “
probably within a few months,” an expression that can be interpreted as
referring to a period, and was soon deleted. Currently, Tesla's market
capitalization is about $ 590 billion, which is one-third of the world's
largest market capitalization company, Apple.

Tesla's share price continued to rise even after surpassing Toyota, which was
the first in the industry's market capitalization at the time, in July of
last year. Tesla, in particular, has a task to achieve economies of scale,
with only 500,000 vehicles sold as of last year. If the alliance with Toyota
is established, it can receive great power to expand mass production faster
and at lower cost.

Armen Hareyan is the founder and the Editor in Chief of Torque News. He
founded TorqueNews.com in 2010, which since then has been publishing expert
news and analysis about the automotive industry. He can be reached at Torque
News Twitter, Facebok, Linkedin and Youtube.


機翻如下：

崔元錫在韓國Ghosun Libo新聞刊物上報導稱，據日本汽車行業的一位官員透露，豐田和
特斯拉從去年開始就一直在審查合作關係，並已接近最後階段。

以下是豐田特斯拉合作的一些亮點。與豐田的合作關係確立後，特斯拉將可以利用豐田平
臺低成本推出一款小型SUV電動車。

高順二寶是SK最大的報紙。特斯拉的消息人士Sawyer Merritt在推特上表示，他已經被告
知 "報導的記者也是備受關注。我們看看是否屬實"。

豐田向特斯拉提供車輛平臺，而特斯拉則向豐田提供安裝在車輛上的部分電控平臺和軟體
技術。

與豐田建立合作關係後，特斯拉將可以利用豐田平臺低成本推出小型SUV電動車。此外，
特斯拉在日本的年銷量約為1000輛，很可能會大幅增加。

特斯拉CEO埃隆-馬斯克在去年9月的 "電池日 "上表示，特斯拉 "將在2023年發佈一款價
值2.5萬美元的小型平價電動汽車"。不過，在專家中，有幾種意見認為，特斯拉很難找到
以如此低的價格銷售電動汽車的方法。尤其是考慮到特斯拉已經在2017年開發了Model 3
，在2020年開發了Model電動跨界車，Cybertruck的外骨骼和Semi卡車的工作.此刻我們還
不知道特斯拉的經濟實惠的小型汽車，現在看起來可能會與豐田合作生產，如果這個報告
是真的。

我認為這對特斯拉和豐田來說都是明智之舉。有些人可能會對特斯拉與豐田的合作持懷疑
態度，但請記住，特斯拉在2012年幫助豐田打造了RAV4。我相信你們還記得2017年豐田出
售特斯拉股票的事情。

對豐田有什麼好處？

豐田還可以通過使用特斯拉技術，大幅減少用於汽車集成電子控制平臺( ECU )和作業系
統( OS )創新的資源和時間。據豐田評估，能夠通過無線更新(Over The Air)來控制和改
善車輛功能的集成ECU和OS技術已經落後於特斯拉。換句話說，通過雙方的合作，特斯拉
可以降低小型電動SUV的開發成本和週期，而豐田的好處是在ECU和OS開發上獲得收益。它
的目的是通過縮短時間，讓兩家公司互相彌補對方的弱點，從而達到雙贏的效果，讓兩家
公司更加專注於自己的優勢。

特斯拉和豐田此前就有合作。兩家公司在2010年達成了聯合開發電動汽車的協定，並在
2012年上市了搭載特斯拉電池系統的豐田RAV4電動汽車。不過，由於銷量不佳等各種原因
，豐田和特斯拉的聯盟在2017年結束。然而，馬斯克與豐田CEO豐田章男之間的親密關係
卻得以維持，這為兩家公司未來的重新合作留下了空間。

特斯拉的弗里蒙特工廠是位於加州弗里蒙特的汽車製造工廠，由特斯拉運營。但該工廠在
1962年以通用汽車弗里蒙特裝配廠的名義開業，後來由通用汽車和豐田的前合資企業
NUMMI經營。特斯拉於2010年獲得所有權。

去年，豐田汽車銷售了935萬輛汽車，超過了大眾汽車，五年內重回世界銷量第一。豐田
與五十鈴及其卡車子公司日野一起，計畫加快商用車的電動和自動駕駛。在此之前，豐田
還與清華大學、北京、車爾、東風、廣汽等5家中國汽車和技術公司成立了氫燃料電池開
發合資公司。聯合開發的氫燃料電池系統將從2022年起安裝在中國卡車和巴士上。此外，
豐田還在努力實現電氣化和自動駕駛相關的規模經濟最大化，包括與競爭對手馬自達和鈴
木的連續資本合作。

與此同時，特斯拉CEO埃隆-馬斯克27日在Twitter上寫道，"特斯拉很快成為全球最大公司
的可能性高於0%"。雖然上下文不清楚，但也寫了 "可能在幾個月內"，這個表述可以理解
為指一個時期，很快就被刪除了。目前，特斯拉的市值約為5900億美元，是全球最大市值
公司蘋果的三分之一。

特斯拉的股價在去年7月超過了當時行業市值第一的豐田之後，仍然持續上漲。尤其是特
斯拉，截至去年，特斯拉只賣出了50萬輛汽車，要實現規模效益，任務艱巨。如果與豐田
建立聯盟，可以獲得巨大的力量，以更快的速度、更低的成本擴大量產。


心得/評論：

新聞的消息來源是......也很愛放新聞炒股票的韓國媒體

所以真實與否待查證

但是這確實是一個不錯的想像

想想看兩者強強聯合，對於世界上所有想要推電車平台的競爭對手的打擊

國內有心要做相關生意的，動作實在太慢了

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