Toyota bets big on hybrid-only models as EV demand slows
reuters.com
reuters.com
Kudos! This is a brilliant strategy!
And just to go back to hybrids - Toyota was such a pioneer in what we call "mild" hybrids nowadays, but they were super late on the PHEV side, for years you could buy PHEVs from different manufacturers before Toyota finally made one.
Maybe Toyota is trying to sell to me not to you...
Teslas are so designed in California and badly manufactured that it's too bad about that efficient power train....
I agree however that this lateness probably didn't hurt their brand that much though, and long long term they will be fine.
And you then complain their EV isn’t as good as the hybrids they have been building.
Which model is Toyota's first real EV? The BZ4X efficiency (131 city/107 hwy MPGe), while less than the Model 3 (138 city/126 hwy MPGe), isn't half the efficiency.
https://www.truecar.com/compare/tesla-model-3-vs-toyota-bz4x...
[0] https://www.topgear.com/long-term-car-reviews/toyota/bz4x/16...
Also, a blind spot for the long game.
Though people may not be familiar with it, Toyota does have a commercial truck division. Hydrogen power makes a lot of sense in that market. Whenever you hear about Toyota making improvements in hydrogen engines - think commercial trucks and industrial engines such as bulldozers, end loaders, etc.
The bottom line is personal transportation is being electrified, but that's not "settled science" in the commercial and industrial sectors.
https://electrek.co/2024/07/30/toyota-sales-slide-byds-aggre...
https://electrek.co/2024/07/16/byd-breaks-toyota-dominated-j...
Anyone doubting China will steamroll most markets given the current situation is in for a shock.
Australia has already experienced China weaponising trade (banning wine and beef imports). Other small countries will experience similar.
* All short range trips
* Mostly short range trips, occasional long range trip
* Long daily commute
EVs manage that first option fine, but struggle with the latter two, especially cheaper EVs with smaller batteries. Hybrids work just as well as traditional engines for all of these patterns, while consuming less fuel.Plug-in hybrids are particularly great at that middle option. Most of the time they behave like an EV, but on the occasional long haul they just switch to gas so there's no range anxiety. In that scenario, plug-in hybrids offer the best of both worlds.
You’ll also have more things to service when you still have an ICE so it’s not all upsides.
More fast chargers is the way to go. I’d love to see the car manufacturers working together to roll out super chargers everywhere.
It's a terrible hybrid, full stop — but it's still a decent car because it's a Civic. It's as old as an early Prius, and those have held up pretty well, but Honda did a terrible job with their hybrid batteries. Mine was replaced under warranty at 60K miles, and the replacement is already noticeably worn only ~50k miles in.
If the replacement battery fails, the car is totaled. It's just not worth paying ~4k for a refurbished and flawed battery.
But the reason I bring this up, is that we're still in the early stages of EVs, and it still feels like luck of the draw on who's releasing a truly reliable EV product. Early Tesla batteries seem to be holding up long term, but at the same time those early cars have a ton of non-battery related issues. Maybe new ones are great, but there's no way to know until it happens. I thought I was buying something great because Honda typically builds long lasting cars (My last accord had ~300k miles before I sold it).
My next car will probably be an EV over a hybrid based on my experience.
On the CR-Z forums and CR-Z subreddit, every prospective buyer worries about the hybrid batteries, but virtually no owner has ever had to replace them. The older NiMH batteries are more reliable than the newer LiON, and the former are that much cheaper to refurbish.
A plugin hybrid seems to be the best way to go for someone who lives in northern Canada and is not a city person. But I don't want to pay the new-car premium price, nor do I want an Internet-connected vehicle sending all that personal data back to the mothership, which they all seem to do.
The CR-Zs are awesome! I believe the 2011s use LiON batteries, which ironically are supposedly more reliable than the NiMH batteries they were using prior (and in my Civic). Apparently Toyota had patents on their prismatic batteries, and Honda was stuck using D-cell style NiMH ones which were poorly cooled.
The poor cooling caused them to slowly drift their state of charge, but because they were wired in series, there was no way for the battery management system to rebalance them, resulting in horrible capacity loss. Worse yet, Honda didn't include an alternator in my Civic, and the 12v battery was intended to be charged by the hybrid battery + IMA.
Guess who had a fun time when the car shut off in the middle of the highway (!!) on the way to work? Thankfully CA mandates a 10y/150k mi warranty on PZEV powertrains!
Everything but the hybrid part of my Civic is great, and I no longer need to drive to work, so I don't use it all that much. Hoping it lasts long enough that by the time I need to replace it I have tons of options to pick from.
It was horrific. I had no idea you needed separate apps for nearly every station. Every station had broken stalls, or a single stall with a line, and what's the difference between AC and DC for charging, or charging stations ONLY for a single brand (Rivian, how tf is this legal?). The stations were in the middle of nowhere; I thought my son and I could at least stop and get some food while it charged, but we didn't find any of those. Just one at a truck stop outside of Kalamazoo, and another at the end of the runway at the airport outside of Ann Arbor (we got tired of the trickle charge at Kalamazoo and left after 30 minutes, and needed to recharge in Ann Arbor).
Downtown Detroit had a handful of charging stations, and I ended up spending 45 minutes at the GM building to charge to 85%. When returning the car in Chicago, it is nearly impossible to get to 100% charge at the place near my house because the stations seem to start trickling after 80%, so it took over 60 minutes to go from 20% to 95% with a "fast" charger, then a 20 minute drive to O'Hare got it below 90% again. And I now have 3 apps on my phone each with a "wallet" with money I will not be using any time in the near future.
I know that long-distance isn't necessarily a selling point for EV, but that was only part of it. Every step of the way it was like companies took the worst parts of the internet and app culture and enshitified refeuling/charging. The car itself was pretty nice (Hyandai Ioniq 5), and I enjoyed driving it. But I felt like it was a CONSTANT stress worrying about where we will charge when needed, because of all of the issues; I felt like I had to thinking about finding a charging station when I got under 20% because who knows how long I will have to search for a good station.
I can't commit to an EV until they are more prevalent and I can just pull up and use a credit card without an app. Say what you will about Shell or BP, but at least I don't need to worry about them leaking my data in some hack because they have a shitty app or something. We'll definitely be buying a hybrid, probably plug-in, and I'll look at EVs again in 10 years or something.
The fact that you need an app at all is a serious issue for me.
If I need an app to charge an EV, then I'm not buying an EV - period end.
I hear people say Tesla is great because they have the largest charging network. What a load of BS! THAT'S A GIANT STEP BACKWARDS! Right now, I can take my dino car and fill up anywhere. I don't need a station branded for my make of car. I also don't need an app to buy gas.
As long as this situation persists, you can count me out of EVs. When I can go to a BP station (just a well-known vendor for discussion) and charge my car using a credit card - I'm in.
But yes, we need government regulation that says any EV charger should just have a card reader and start charging without requiring any kind of app/authentication.
Technically, I suppose. In reality, no. You aren't allowed to use almost all of those outlets.
> If you can charge at home every night
Sure, but there is a huge number of people who can't. For them, charging at commercial stations is the only option, so how available that is, and how they work, might be the most important consideration.
So I can charge in my garage but only if I upgrade to 240V?
Circuit breaker is in the garage so not too hard to modify but sounds like I do need 240V if I want to get an EV. Thanks.
https://www.youtube.com/watch?v=92w5doU68D8
TLDR, the guy does an identical drive in both Polestar 2 and a Tesla, the Tesla just works at every supercharger, he plugs in and that's it, no app no nothing, the car charges at maximum available speed every time. With the Polestar every charger requires a different app, the chargers themselves are not built properly(advertising higher charging rates than the cables they have been installed with can support), broken stalls, and the car almost never charged anywhere close to its maximum charging speed.
I love EVs(I own one!) but the state of public infrastructure is absolutely dire, unless you own a tesla and can use superchargers.
There's still an app. It's just running in the car instead of your phone.
It really comes down to whether you can conveniently charge the car or need to take very long trips and can't manage the overhead or availability of charging mid trip.
1) The fuel tank is 3.7 gallons smaller than their gasoline counterparts. Since these plugin-hybrids charge slowly, you're still suffering from having a hybrid while doing these long road-trips.
2) I often wonder how these engines are protected against wear when the engine is cold, but the battery runs out and they need to rev up from dead-cold.
- very subpar offerings in the EV space (I mean the Honda e, really?)
- almost no plug-in hybrids
- hybrid tech that hasn't really advanced in a decade
- a bunch of effort spent farting around with LPG and hydrogen vehicles which are going to go approximately nowhere as a market
- a completely empty small vehicle category (in the U.S.), I'd even be compelled to maybe buy an iCE fit/jazz just for the convenience for the semi-urban area I live in
We can't figure them out as a company anymore and they seem to have no strategy.
At the moment, if we had to go buy a car today, I'd hit the Toyota dealerships for a Prius Prime, and if they were out of stock probably go hit the Hyundai dealerships for a hybrid or an EV. If Hyundai ever tops Toyota for general reliability, I'm going there first, that's a company attacking on all fronts.
Here's the thing - Honda is renowned for their small engines, including car engines. They're small engines are far more reliable than those made by Briggs & Stratton and Suzuki. Lots of manufacturers, such as Toro, use Honda engines. Even other automakers have used Honda engines in their vehicles.
The other thing is Honda is a world-leading motorcycle manufacturer. Honda is the leading motorcycle manufacturer in the world and the quality and reliability of their bikes are legendary. They're recognized as a technology leader in this space and are always the first to market with new capabilities. Their sales are heads above every other motorcycle manufacturer and are increasing. Honda has a big presence in motorcycle racing and has the most Grand Prix wins of all makes.
Finally, their cars have always been about engineering excellence, quality, and value - not developing new technology. In the automotive space, Honda is content to let others lead in new technology adoption. In the sea change going on in the automotive world at the moment, it may appear that Honda has no strategy. They do, it's the same strategy they've been following for decades: let others lead, they'll enhance the technology and deliver value.
As far as "farting around" with hydrogen, that's a Japanese thing. They've undoubtedly received lots of government research grants to research hydrogen engines - which probably makes no sense in the small engine space in which Honda plays.
But to be honest, I don't really care about their small engine prowess, or motorcycle business. I really need great, ultra-reliable, reasonably-priced, four-wheel mobility -- and thought Honda has always been somewhat conservative in their offerings in many ways, one could always think that the strategy was simply Honda wanting to make anything they put in their cars as reliable as possible.
When Hyundai was putting in electric window shades and cup coolers and radars and TVs in their cars, Honda put a simple camera in the passenger-side mirror and displayed some lines to help the driver estimate distances on their own to make lane changes safer. It was simple, effective, basically bug free. I could really appreciate that sort of practical, conservative, thoughtful, engineering.
But I think they're veering from that. These competencies really seem to have ossified as the company has struggled to figure out where to go next. For example, the Honda e showed really beautiful visual design, but had poor specs, and was so expensive almost nobody bought it -- it never made sense as a product and showed almost none of Honda's talent for conservative consumer vehicle design. It didn't even last 4 years as an entire vehicle line and only moved like 12,000 units globally without ever even making it to the U.S. market. It was previewed at trade shows for longer than it was an entire vehicle line. In any line-up against competitor vehicles, there was no reason to buy it, and that's what the market did. There just wasn't really any of that Honda DNA in this vehicle.
The thing is, the Koreans today are also exploring LPG and Hydrogen, but they're also bringing to market a steady stream of everything else, and those offerings are competitive in the market. Toyota is also doing these things minus highly competent EVs.
But here is where Honda really lost me [1]. Why would Honda, a company who's brand is "highly reliable and competent engineering" sign a strategic partnership with GM who's brand is "large and fading U.S. car company that builds cheaply built and unreliable cars that people buy because of fleet deals with car rental companies and local police forces". This just tells me that Honda:
1 - Doesn't know who they are anymore, they've lost their brand self-awareness
2 - Can't get their engineering department to figure out EV technology on their own, their engineering competency is diminishing
The thing is, the Koreans have done it, from making highly unreliable mobile scrap piles 25 years ago, they now nip at the heels of Toyota and VW, while offering well designed, reasonably reliable products in basically every category (including EVs, LPG, Hydrogen, iCE, Hybrid, Plug-in Hybrid, small cars to buses) and their products are also moving in the market and finding customers.
Honda needs to step it up, they no longer followers with other leading in new adoption, they're wallowing around, absolutely aimless and I hate it.
1 - https://news.gm.com/newsroom.detail.html/Pages/news/us/en/20...
A major reason for Honda's laggardness is because it is much smaller compared to other Japanese competitors, and lacks the horizontal integration that other Japanese competitors have.
In Japan, the entire economy is basically directly or indirectly owned by Mitsubishi Group, Mitsui Group, Fuyo Group, and Sumimoto Group. These are conglomerates that are so big that they de facto own entire districts and cities
Honda is nowhere near the size of those Keiretsus.
Toyota Motors (Toyota Group + Fuyo Group), Mitsubishi Motors (Mitsubishi Group), Nissan Motors (Fuyo Group + Renault), and Suzuki Motors (Mitsubishi Group + Toyota Group) are massive Keiretsus that are able to make strategic partnerships or have ownership stakes in other players like Idemetsu Kosan (Toyota), Panasonic (Toyota), AGC (Mitsubishi), TDK (Mitsubishi), CATL (TDK/Mitsubishi), Hitachi (Nissan/Fuyo), AESC (Nissan/Fuyo), NEC (Sumimoto), etc that puts players like Honda on the backfoot.
Nissan at least made a partnership with NEC (Sumimoto Group) and AESC (formerly part of Nissan Group) for battery R&D much earlier than other players in Japan (partially thanks to help from Renault Group).
Honda was just too small of a player to make strategic partnerships or gain ownership stakes in the battery supply chain, and by partnering with GM they are able to indirectly piggyback off of Samsung SDI (who are the Battery manufacturer for GM and now Honda, and were the tech partner for BYD back when it was getting started as a South Korean-Chinese JV).
It's basically an American (cars), Chinese (cars), and Indian (motorcycles and cars) automotive company for all intents and purposes, but it's China and India businesses are rapidly falling behind due to lack of technical inputs due to the reasons mentioned above.
You do have to watch out though, where some other brands have Honda-branded engines that are _not_ the same. My local small-engine mechanic derisively refers to some as "Chondas", basically meaning cheap, Chinese-built engines. When he serviced my Ryobi pressure washer, he'd had to hold the whole thing upside down to drain the old oil, because the "Honda" engine didn't come with an oil drain. Seems like quite the lack for any sort of internal combustion engine.
I just put down a deposit on a 2025 Camry after test driving one. The dealer cannot keep these on the lot - almost every single one is being sold before it even gets there (including mine). And we aren't a particularly big market.
Toyota didnt invest in EVs. Now they look like geniuses.
They made a mistake lol
Its simple, but almost defies understanding
On the manufacturing side: For weight and space reasons its the only non sports car to have ever been built with a carbon fiber monocoque which is pretty expensive compared to a traditional unibody. Extremely cool but not a realistic benchmark for cheap, mass-market vehicles.
User experience wise: Its a great car until the battery starts getting low. The range extender can't put out the same power as the battery so it goes into a fairly severe limp mode until it charges. The range extender is pretty inefficient in part because it just spins a generator instead of the wheels directly, so it only gets ~40mpg on gas. It also has an extremely small gas tank (2.4 gal) so the range extender only buys you another 120 or so miles before you have to stop and refill. It also only supports 50kWh charging so fast charging is not very fast at all.
I grant that other climates and situations may have different experiences. We're on the west coast.
On the contrary, a small plugin hybrid makes perfect sense. You get all the benefits of the EV (somewhere between 40 to 60 miles of non-gasoline driving, every night, with no emissions) and you get all the benefits of an ICE (easy road trips, two-minute refills, etc). And yes, it incurs the costs and maintenance of both, but traditional hybrid cars have already proved for decades now that it's possible to handle that well.
I love my Gen 2 Chevy Volt (had the Gen1 Volt before that, and a 2009 Toyota Yaris before that). If my Gen2 Volt died, I legitimately don't know what I'd do, most cars are a huge downgrade, there's only a few decent PHEV's still on the market.
Toyota should have been pursuing this strategy from the beginning, and I'm told their current Prius PHEV is pretty good, but all that means is that it's finally competitive with 2013-era Chevrolet. Chevy killing Voltec is probably their biggest strategic failure in the past decade -- they stopped it just a few years before those vehicles became popular.
Cheapest new BEVs start at 25.000€ (Citroen e-c3, Nissan Leaf)
Cheapest PHEV Start at 33.000€ (Kia CEED, Renault captur)
People think PHEV makes things cheaper than BEV. But really mixing two powertrains is expensive and complex, and can only be fit in big cars. Plug-in hybrid is a luxury feature that allows you not worry about charging on the road.
So "big, expensive, and complex", that Toyota's only been doing it since 2003. (Or 1997, in Japan).
Yes, it's a luxury to have both drivetrains and a sizable battery. But it's not a huge one. (using USA MSRP pricing, a Nissan Leaf starts at $30k, a Toyota Prius Prime PHEV starts at $34k).
That's the plan once their battery factory in NC goes online.
Toyota's battery partner Idemetsu Kosan is also on the verge of mass producing solid-state batteries too, along with Mitsubishi's AGC along with CATL's founder TDK.
Japan's Public-Private Solid-State Battery R&D Strategy is a great template for how these kinds of research programs should be lead [0][1][2] but doesn't get enough limelight because most info is in Japanese
[0] - https://www.meti.go.jp/policy/energy_environment/global_warm...
[1] - https://www.meti.go.jp/english/report/pdf/0520_001a.pdf
[2] - https://www.meti.go.jp/english/policy/energy_environment/glo...
Yes it is. People are tired of the high prices, the smog, and sending their sons and daughters to fight and die in wars for oil while Big Oil executives rake in millions.
No thanks. Yes, we're transitioning and that will take time - longer than I think some people are hoping for, but we're transitioning nonetheless.
In an Accord Hybrid the only number they are trying to push up is mpg. In a Tacoma they also are trying to maximize torque,hp, towing capacity etc.