What is Sony's EV strategy that is too convincing, the winning in the fierce battlefield?How to compete with Panasonic | Business+IT
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What is Sony's EV strategy that is too convincing, the winning in the fierce battlefield?How does Panasonic counteren?
At a press conference at the technology trade fair "CES" held in Las Vegas, Sony established Sony Mobility in 2025 and announced two years ago, the latest model of the company's EV "Vision-S", "Vision-S".-S 01 and announced that it will be commercially available for the SUV model "Vision-S 02".Two years ago, Sony, who said, "I actually make a car and verify the possibility of in -vehicle infotainment systems and autonomous driving", has taken a car sales.Also, how will Panasonic, a rival and a car OEM Tier1 supplier, will compete with this?Let's deliver from the site.
Journalist Hosako Hosako in the United States
Journalist Hosako Hosako in the United States
Journalist living in the United States.He graduated from Doshisha University and completed a master's course at Boston University.After producing TV programs, he has been contributed to various magazines since the 1990s.His specialty is car -related, but he has a wide range of covers, including US society, economy, politics, culture, and sports performing arts.He has been living in France and is bright in European society and life.In a carmania, he also has a large motorcycle license.My car is BMW2002, a 1973 model.
＜目次＞2年前に発表されたソニーのEVは、当時から全体の完成度が高く、特に米国内では市販化への待望論が見受けられた。今回、ついに市販化を発表したことで、「EV業界に変革をもたらす可能性があるのではないか」とも指摘されている。その大きい理由は、ソニーが自社での生産を行わず、ファブレス（他社に製造を委託し、自社ではデザインや設計のみを行う）体制を採用する点だ。毎年のように多くのEVベンチャーが生まれるが、生き残るのは少数だ。なぜなら、製造に莫大な資金が必要となり、さらに製造しても車を市場に出すためには、さまざまな耐久性や安全性に対するテストをパスする必要があるためだ。しかし、ファブレスであれば、すでに確立した技術を使って車の基盤を組み立てることが可能で、実車化への道のりは格段に短くなる。世界を見てもファブレスに舵を切る企業が増えており、米国ではフィスカーがソニーと同じくマグナへの製造委託を行っている。関連記事マグナはもともと世界で5本の指に入るTier1サプライヤーで、複数のメーカーの車体製造も手掛けていた。EVに関しては「Power of Magna」と呼ばれるプラットフォームを建造し、車体基盤とモーター、バッテリーを組み合わせた「スケートボード」を製造。これにメーカーが独自のボディやシステムを組み合わせることで迅速にEVを生み出すことができる。このスケートボードは、各メーカーとの共同作業により、独自のシステム、サイズ、パワーなどをカスタマイズすることが可能だ。フィスカーのCESブースにはマグナ・フィスカーによるスケートボードが展示されており、ソニーEVとは異なる個性を持つ車がこれをベースに作られている。こうしたフレキシビリティを持ち、かつ信頼性のあるベースとソニーの技術を組み合わせることで、個性的なEVを提供できるのだ。関連記事▲ Close ▼ All display
つまり、ファブレスメーカーとなることにより、莫大な投資が必要な製造部門をアウトソースし、製品化までの時間短縮やコストカットが可能になる。パワートレインという車の駆動部を自社で作らない選択は、従来の自動車業界では考えにくいことだったが、モーターとバッテリーの組み合わせであるEVでは、多くの企業がこうしたスケートボードを提供するサプライヤーとして名乗りを上げているのも事実だ。たとえば、アップル製品の製造で知られる台湾のフォックスコンもその1つで、中国吉利自動車などと提携してEVプラットフォームに参入すると宣言した。アップルが2025年を目途にアップルカーを本格的に投入するといううわさは根強いが、フォックスコンがその製造を請け負う可能性が高いといわれている。ソニー・モビリティが成功すれば、ファブレスという考え方がさらに広がり、自動車業界が「ハード」面と「ソフト」面にはっきりと分かれることも考えられる。今回ソニーはその先鞭（せんべん）をつける企業の1つになることが明らかになったわけだ。【次ページ】ソニーがEV業界に参入した納得の理由、背景に新市場めぐる激戦Recommended article
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