Back in the mid 2000’s when I worked at Nissan / Renault and together with Tesla, these companies were considered EV leaders, well we all know how Tesla is the leader of the EV industry and is a true success story, you would have to say the Renault Nissan Mitsubishi Alliance has fallen a long way behind. But on Thursday the automaker unveiled its better late than never ambitious EV plan that could help it make up lost ground. Let's run through its plan in detail.
The Alliance 2030 roadmap focuses on pure electric vehicles and connected mobility key points.
Aims to enhance usage of common platforms to reach 80% in 2026.
Mitsubishi Motors to reinforce its presence in Europe with two new models based on Renault's best-sellers.
To invest 23 B€ in the next five years to support its offensive strategy in electrification.
With 35 new EV cars in 2030, proposes the largest global EV offer, based on the five common EV platforms.
Nissan unveils an all-new EV based on the CMF-BEV Alliance platform to replace the Micra in Europe; vehicle planned to be manufactured at Renault ElectriCity, the electric industrial centre in Northern France.
Reinforces common battery strategy aiming to secure a global 220 GWh production capacity by 2030.
Nissan to lead the development of breakthrough all-solid-state battery technology to benefit all members.
Renault to lead development on common centralised electrical and electronic architecture and will launch the first full software defined vehicle by 2025.
The Alliance has defined a common 2030 roadmap on pure-EV and Intelligent & Connected mobility, sharing investments for the benefits of its three-member companies and their customers.
Moving together for the benefit of each – Leader-Follower scheme
The Alliance members have developed a “smart differentiation” methodology that defines the desired level of commonality for each vehicle, integrating several parameters of possible pooling, such as platforms, production plants, powertrains, or vehicle segment. This is supplemented and enhanced by a stricter approach to design and upper-body differentiation. For example, the common platform for the C and D segment will carry five models from three brands of the Alliance (Nissan Qashqai and X-Trail, Mitsubishi Outlander, Renault Austral, and an upcoming seven-seater SUV). Strengthening this process, the Alliance members will enhance usage of common platforms in the coming years from 60% today to more than 80% of its combined 90 models in 2026. This will allow each company to deepen their focus on their customers’ needs, their best models, and core markets, while also extending innovations across the Alliance, at a lower cost. As part of this, Mitsubishi Motors will reinforce its presence in Europe with two new models, among them the New ASX based on Renault's best-sellers.
Five common EV platforms: the largest global offer of the industry
Renault, Nissan, and Mitsubishi have pioneered the EV market, with more than 10 B€ already invested in the field of electrification. In the main markets (Europe, Japan, the US, China) 15 Alliance plants already produce parts, motors, batteries for 10 EV models on the streets, with more than 1 million EV cars sold so far and 30 billion e-kilometers driven.
Building on this unique expertise, the Alliance is accelerating with a total 23 B€ more investment in the next five years on electrification, leading to 35 new EV models by 2030.
90% of these models will be based on five common EV platforms, covering most markets, in all major regions:
CMF-AEV, the most affordable platform in the world, is the base for the new Dacia Spring.
KEI-EV (mini vehicle) platform family for ultra-compact EVs.
LCV-EV Family platform family for professional customers, as the base for the Renault Kangoo and Nissan Town Star.
CMF-EV, the global, flexible, EV platform. It will be on the roads in a few weeks as the base for the Nissan Ariya EV crossover and Renault Megane E-Tech Electric. The CMF-EV platform, with its technological innovations and the potential offered by its modularity, is a benchmark platform for a new generation of electric vehicles for the Alliance partners. The platform has been created to integrate and optimise all the elements specific to a 100% electric powertrain, hosting a new, high performance motor and an ultra-thin battery. By 2030, more than 15 models will be based on the CMF-EV platform, with up to 1.5 million cars produced on this platform per year.
CMF-BEV, the most competitive compact electric platform in the world, is to be launched in 2024. It provides up to 400 km range; its aerodynamics performances are outstanding, helping reduce cost by 33% and power consumption by more than 10% compared to the current Renault ZOE. It will be the base for 250,000 vehicles a year under the Renault, Alpine, and Nissan brands. Among the vehicles are the Renault R5 and the new compact EV that will replace the Nissan Micra. Designed by Nissan and engineered by Renault, the new model is planned to be manufactured at Renault ElectriCity: the electric industrial centre in Northern France.
Common battery strategy
Competitiveness is key, and that has led member companies to a common Alliance battery strategy, leading, among others, to the selection of a common battery supplier for Renault and Nissan in core markets. The Alliance is working with common partners to achieve real scale and affordability, enabling it to reduce its battery costs by 50% in 2026 and 65% by 2028. With this approach, by 2030, the Alliance will have a total of 220 GWh battery production capacity for EVs across key production sites in the world. Beyond that, the Alliance shares a common vision for all-solid-state battery technology (ASSB). Based on its deep expertise and unique experience as a pioneer in battery technology, Nissan will lead innovations in this area that will benefit all Alliance members. ASSB will have double the energy density versus current liquid lithium-ion batteries. Charging time will also be greatly reduced to one-third, enabling customers to make longer trips with increased convenience, confidence, and enjoyment. The aim is to mass produce ASSB by mid-2028, and in the future beyond that to realise cost parity with ICE vehicles by bringing costs down further to $65 per kWh, accelerating the global shift to EVs
Finally, when Nissan launched the Leaf in late 2010, it aimed for cumulative global EV sales of 500,000 units by 2012. As history has shown us, Nissan only passed 500,000 global Leaf sales in 2020, after 10 years on the market. So Nissan has been burned by overly ambitious plans before. But with Tesla selling over 900,000 units last year and with rival automakers preparing to launch large numbers of EVs, Nissan and its alliance partners might need a more aggressive plan in order to keep up, and only time will tell if they will be successful or not.
Comentarios