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

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

Aug 30, 2022 243 likes •772 views

PROTECTED Doug Murtha Group Vice President Corporate Strategy & Planning Toyota Motor North America PROTECTED New Frontiers Electrification Mobility as a Service Connected Car Autonomous

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Group Vice President Corporate Strategy & Planning

Doug Murtha

Toyota Motor North America

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Electrification Mobility as a Service Connected Car Autonomous New Frontiers

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  • Headlines
  • Market Factors
  • Toyota Outlook
  • Implications

Discussion Framework

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Electrification

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Electrification: The Headlines

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Electrification: Defined

Mild HV HV PHEV BEV FCEV

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Electrification: Market Factors

  • Regulations
  • Technology
  • Consumer
  • Availability
  • Cost
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Electrification: Regulations

  • Current:

CA + 9 ZEV States & Global Equivalents

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Electrification: Regulations

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Electrification: Technology

  • EV1 to Model S
  • Range, charging times,

cost, weight ...

  • More remote charging
  • ptions
  • Lead Acid to Lithium Ion
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Electrification: Consumer

Audi e-tron Tesla Leaf 500e Bolt Mercedes EQA

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Electrification: Availability

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Electrification: Cost

Chemistry breakthrough required to meet competitive market price

Government Subsidies

Net Price to Customer List Price

Market Price Costs Battery System Vehicle Other

{ }

Price Illustrative-only: Not to scale

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Hydrogen: Products

Project Portal

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Hydrogen: Infrastructure

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Hydrogen: Renewable Potential

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Electrification: Toyota Outlook

  • Influence Beyond Our Borders
  • Consumer Still a Factor
  • “Electrification” IS Coming
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Electrification: Implications

  • Transportation
  • Infrastructure
  • Utilities /

Refiners

  • Fuel Retailers
  • Standards /

Regs

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Mobility as a Service

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MaaS: The Headlines

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MaaS: Market Factors

  • Adoption Rates
  • Add vs. Replace
  • Consumer Expectations
  • Pre / Post Autonomous
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MaaS: Adoption Rates

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MaaS: Add vs. Replace

Add Replace

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MaaS: Consumer Expectations

  • Response time (2-3 mins)
  • Required “service density”
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MaaS: Pre / Post Autonomous

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  • The market IS going to change
  • Rate of change and degree of

impact highly market-specific

  • Toyota to play a targeted role

MaaS: Toyota Outlook

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MaaS: Implications

Parking  Waiting Home Design Errands  Delivery Private Ownership

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Connected Car

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Connected Car: The Headlines

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Connected Car: Benefits

  • Safety
  • Traffic
  • Mechanical
  • Vehicle Locator
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Connected Car: Risks

  • Vehicle Hacking
  • Data Security
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Connected Car: Market Factors

  • Reg / Policy

Issues TBD

  • Technology

Standards

  • Use Cases

Evolving

V2X

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

Smart Cities

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PROTECTED 関係者外秘 Connected Car: Use Cases Evolving

  • Commercial Potential Still Emerging
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Connected Car: Toyota Outlook

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Connected Car: Implications

  • Cities
  • Traffic
  • Distractions
  • Standards /

Regs

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Autonomous

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Autonomous: The Headlines

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Autonomous: Market Factors

  • Regulations
  • Technology
  • Consumer
  • Availability
  • Cost
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Autonomous: Regulations

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Autonomous: Technology

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Autonomous: Technology

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Autonomous: Technology

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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

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Autonomous: Availability

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Autonomous: Cost

  • $100K - $150K today Rate of

decrease/advancement?

  • Private ownership or commercial
  • nly?
  • MaaS applications only?
  • Consumer or freight or both?
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Autonomous: Toyota Outlook

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Autonomous: Toyota Outlook

  • Pursuing “Guardian Plus”
  • Advancing “Chauffeur”
  • Initial pockets of usage
  • Shifting customer base toward 2040
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Autonomous: Implications

  • Safety
  • Traffic
  • Jobs (Trucks,

Taxis, etc.)

  • Standards /

Regs

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