current position:Home>Under the wave of automobile electrification, the revenue of electric vehicle parts in Japan is expected to double in four years

Under the wave of automobile electrification, the revenue of electric vehicle parts in Japan is expected to double in four years

2021-08-31 06:03:07 TechWeb

In the context of global automotive electrification , Electric assembly company, Japan's largest auto parts enterprise (Denso Corp.) expect , To 2025 The fiscal year , Its revenue from electrified parts will about double , achieve 1 Trillions of yen (91 Billion dollars ). Chief financial officer of Japan Denso Yasushi Matsui Express , The company's goal is to 2030 Double that number again in the fiscal year .

Matsui Regard electric vehicle parts as the key driving force for the company's value creation , And make the installation capacity of electric vehicles surpass that of the world's largest auto parts manufacturer —— Bosch, Germany (Robert Bosch GmbH).

“ They will catch up with us in the field of electrification ”,Matsui In a recent interview, he said ,“ After all , We have been working in this field for a long time .”

in fact , Japanese Denso did enter the field of electric vehicle parts earlier than many other similar companies , Since the last century 90 s , Electric installation is the first mass-produced hybrid vehicle in the world —— Toyota Prius (Prius) Production of various parts .

Now , Japanese Denso occupies about one third of the inverter market in the world , Inverter is one of the key components used to convert battery current in electric vehicles and hybrid electric vehicles .

Matsui call , A manufacturer of hybrid vehicle parts for Toyota 20 Years of experience , Let the electric equipment occupy an advantage in the parts of electric vehicles . He said , Inverter and other key electric vehicle parts , It can be produced in the company's existing hybrid parts factory , This makes the electric installation company one step ahead in facility preparation and scale-up .

Increase the bet in the field of electrification

Matsui Express , In the next five to six years , The electric installation plan is about 1 Trillion yen (91 Billion dollars ), Half of them may be used to repay shareholders such as share repurchase , The other half may be used for mergers and acquisitions in areas such as electrification .

Investors are optimistic about the electrification prospect of electric equipment in Japan , The share price of electric equipment has risen in the past year 70% above , Make the company's market value comparable to Honda and Ford .

SMBC Nikko Cordial 8 In June, we reiterated our commitment to Japan's electric equipment “ purchase ” The rating , Analysts of the securities company Kazunori Maki Express , The added value of parts of hybrid electric vehicles is higher than that of gasoline vehicles , Toyota, the main customer of electric equipment, will turn to hybrid vehicles " Speed up ( Electric installation ) Future earnings growth ".

however , Electric decoration companies have also suffered from the pressure of insufficient production in the automotive industry recently .

Last week, , When Toyota announced that the supply chain chaos would lead to its 9 The monthly output is cut by about 40% after , The next day (8 month 20 Japan ) Once plummeted 9.8%. About half of the revenue of electric equipment comes from Toyota , The rest of the revenue comes from Honda 、 Ford and other carmakers .

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Matsui Still optimistic , He thinks Toyota's production will recover rapidly , But he predicted that due to the reduction of car production , The electric installation may only record about... Next month 200-300 Billion yen profit .

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