Doug Murtha Group Vice President Corporate Strategy & Planning - PowerPoint PPT Presentation

 PROTECTED 関係者外秘 Doug Murtha Group Vice President Corporate Strategy & Planning Toyota Motor North America

 PROTECTED 関係者外秘 New Frontiers Electrification Mobility as a Service Connected Car Autonomous

 PROTECTED 関係者外秘 Discussion Framework  Headlines  Market Factors  Toyota Outlook  Implications

 PROTECTED 関係者外秘 Electrification

 PROTECTED 関係者外秘 Electrification: The Headlines

 PROTECTED 関係者外秘 Electrification: Defined BEV Mild HV PHEV FCEV HV

 PROTECTED 関係者外秘 Electrification: Market Factors  Regulations  Technology  Consumer  Availability  Cost

 PROTECTED 関係者外秘 Electrification: Regulations • Current: CA + 9 ZEV States & Global Equivalents

 PROTECTED 関係者外秘 Electrification: Regulations

 PROTECTED 関係者外秘 Electrification: Technology • EV1 to Model S • Lead Acid to Lithium Ion • Range, charging times, cost, weight ... • More remote charging options

 PROTECTED 関係者外秘 Electrification: Consumer Mercedes EQA Tesla Audi e-tron Bolt Leaf 500e

 PROTECTED 関係者外秘 Electrification: Availability

 PROTECTED 関係者外秘 Electrification: Cost Chemistry breakthrough required to meet competitive market price List Price Government Subsidies Illustrative-only: Not to scale Net Price to Customer Battery { } Market Price Vehicle System Other Costs Price

 PROTECTED 関係者外秘 Hydrogen: Products Project Portal

 PROTECTED 関係者外秘 Hydrogen: Infrastructure

 PROTECTED 関係者外秘 Hydrogen: Renewable Potential

 PROTECTED 関係者外秘 Electrification: Toyota Outlook • Influence Beyond Our Borders • Consumer Still a Factor • “Electrification” IS Coming

 PROTECTED 関係者外秘 Electrification: Implications • Transportation • Infrastructure • Fuel Retailers • Utilities / Refiners • Standards / Regs

 PROTECTED 関係者外秘 Mobility as a Service

 PROTECTED 関係者外秘 MaaS: The Headlines

 PROTECTED 関係者外秘 MaaS: Market Factors  Adoption Rates  Add vs. Replace  Consumer Expectations  Pre / Post Autonomous

 PROTECTED 関係者外秘 MaaS: Adoption Rates

 PROTECTED 関係者外秘 MaaS: Add vs. Replace Add Replace

 PROTECTED 関係者外秘 MaaS: Consumer Expectations  Required “service density”  Response time (2-3 mins)

 PROTECTED 関係者外秘 MaaS: Pre / Post Autonomous

 PROTECTED 関係者外秘 MaaS: Toyota Outlook  The market IS going to change  Rate of change and degree of impact highly market-specific  Toyota to play a targeted role

 PROTECTED 関係者外秘 MaaS: Implications Parking  Waiting Errands  Delivery Private Ownership Home Design

 PROTECTED 関係者外秘 Connected Car

 PROTECTED 関係者外秘 Connected Car: The Headlines

 PROTECTED 関係者外秘 Connected Car: Benefits  Safety  Traffic  Mechanical  Vehicle Locator

 PROTECTED 関係者外秘 Connected Car: Risks  Vehicle Hacking  Data Security

 PROTECTED 関係者外秘 Connected Car: Market Factors  Reg / Policy Issues TBD  Technology V2X Standards  Use Cases Evolving

 PROTECTED 関係者外秘 Connected Car: Reg / Policy Issues

 PROTECTED 関係者外秘 Connected Car: Technology Standards Smart Cities

 PROTECTED 関係者外秘 Connected Car: Use Cases Evolving  Commercial Potential Still Emerging

 PROTECTED 関係者外秘 Connected Car: Toyota Outlook

 PROTECTED 関係者外秘 Connected Car: Implications  Cities  Traffic  Distractions  Standards / Regs

 PROTECTED 関係者外秘 Autonomous

 PROTECTED 関係者外秘 Autonomous: The Headlines

 PROTECTED 関係者外秘 Autonomous: Market Factors  Regulations  Technology  Consumer  Availability  Cost

 PROTECTED 関係者外秘 Autonomous: Regulations

 PROTECTED 関係者外秘 Autonomous: Technology

 PROTECTED 関係者外秘 Autonomous: Technology

 PROTECTED 関係者外秘 Autonomous: Technology

 PROTECTED 関係者外秘 Autonomous: Consumer • Ready to try, not to buy  Only 10 % want full automation on their next vehicle  However, 52 % are interested in taking a ride

 PROTECTED 関係者外秘 Autonomous: Availability

 PROTECTED 関係者外秘 Autonomous: Cost • $100K - $150K today Rate of decrease/advancement? • Private ownership or commercial only? • MaaS applications only? • Consumer or freight or both?

 PROTECTED 関係者外秘 Autonomous: Toyota Outlook

 PROTECTED 関係者外秘 Autonomous: Toyota Outlook  Pursuing “Guardian Plus”  Advancing “Chauffeur”  Initial pockets of usage  Shifting customer base toward 2040

 PROTECTED 関係者外秘 Autonomous: Implications  Safety  Traffic  Jobs (Trucks, Taxis, etc.)  Standards / Regs

 PROTECTED 関係者外秘