ããœããŒã°ã«ãŒããé»æ°èªåè»ïŒEVïŒäºæ¥ãžæ¬æ Œåå ¥ãããç±³ã©ã¹ãã¬ã¹ã§éå¬ããããã¯ãããžãŒèŠæ¬åžãCESãã®äŒå Žã§ãåç°æ²äžéäŒé·å Œç€Ÿé·ãèšè äŒèŠããŠçºè¡šãããEVäºæ¥ãæ ãæ°äŒç€Ÿãä»æ¥èšç«ããéç£åãæ€èšãããæ°äŒç€Ÿã®ç€Ÿåã¯ãœããŒã¢ããªãã£ãæ¬ç€Ÿã¯æ¥æ¬ã«çœ®ãã販売æ¹æ³ãªã©ã¯ããããè©°ãããåœå ã®å€§æé»æ©ã¡ãŒã«ãŒããEVã®å®æè»ã®éç£ã®æ€èšãè¡šæããã®ã¯åããŠã®ããšã ã
ãåç°ç€Ÿé·ã¯ãè»ã®äŸ¡å€ãã移åãããããšã³ã¿ã¡ãã«å€ããããšèªããEVåå ¥ãéããŠã¢ããªãã£ãŒïŒç§»åïŒç£æ¥ãå€é©ããããžã§ã³ãæããè»ã移åã®éå ·ããé²åããããšã³ã¿ã¡ã楜ãã空éãžãšå€è²ãããããšããã®ã ããœããŒã®åŒ·ã¿ã§ããç»åã»ã³ãµãŒãæ åã»é³é¿æè¡ãã³ã³ãã³ããçµéãããâãœããŒã»ã«ãŒâã¯ããèµ°ãã¹ãããã ã
ããœããŒã»ã«ãŒã®ç»å ŽãEVã®å€§ç«¶äºæ代ã®å¹éããåãããæ¥æ¬èªåè»å·¥æ¥äŒã¯1æ27æ¥ãè±ç°ç« ç·äŒé·ïŒããšã¿èªåè»ç€Ÿé·ïŒãšäžéšæå®å¯äŒé·ïŒãã³ã瀟é·ïŒã®æ£å¯äŒé·ã«ããèšè äŒèŠããªã³ã©ã€ã³ã§éããã
ããœããŒãªã©èªåè»ä»¥å€ã®äŒæ¥ãEVã«åå ¥ããåãã«é¢é£ããŠäžéšå¯äŒé·ã¯ãæ°ããªãã¬ãŒã€ãŒãå ããããšã§ããããããåç£ç¢ç£šããããšã«ãªããã客æ§ã«åãã§ããã ããååãæ°ããã¢ããªãã£ãŒã®éçºã«ãã£ãŠç€ŸäŒã®æŽ»æ§åã«è²¢ç®ã§ããã®ã§ãæ°èŠåå ¥ã¯æè¿ãããããšèªã£ããããã«ãè±ç°äŒé·ã¯ããœããŒãããæ¬æ Œçã«èªåè»ã«å ¥ã£ãŠãããããªããèªå·¥äŒã«ãå ¥ãããã®ããªãšããåŸ ã¡ããŠããŸãããšè¿°ã¹ãã
âãœããŒç¥è©±âãè¬ã£ãã¢ããã«
ãç±³ã¢ããã«ã®åæŠããããããããªãããœããŒã¯èªç€Ÿãã©ã³ãã®è²©å£²ã«åããŠå æãæã£ãããšããã®ãã2000幎代ããã®ãœããŒã®é·æäœè¿·æã¯ã¢ããã«æãã«ã¯èªããªãããã ããœããŒã¯ããããã³ã¹ãã¬ãªããŠã©ãŒã¯ãã³ããçºå£²ããŠã人ã ã®é³æ¥œã®èŽãæ¹ãäžå€ããããã ããæºåž¯åé³æ¥œãã¬ãŒã€ãŒã®çåã¯ã¢ããã«ãããŠã³ããŒãåŒã®ãiPodããæå ¥ããããšã§åŽ©ãããã¹ããã§ãã¢ããã«ã®ãiPhoneãã«å€ªåæã¡ã§ãããœããŒã¯æããã
ãéäŒ10äœå¹Žã21幎4æã瀟åããœããŒã°ã«ãŒãã«å€æŽããç¥æ¥ã®ãšã¬ã¯ãããã¯ã¹äºæ¥ãå±éããäžéææ ªäŒç€ŸããœããŒã®ååãåŒãç¶ãã ãOne Sonyã®å€§æ¹éã®äžãå®æåãåã売ãããããšãããªã«ãŒãªã³ã°ïŒç¶ç¶èª²åŸŽéïŒåããžãã¹ãžã®è»¢æãå éããäºæ¥ããŸããã ã·ããžãŒãåŒãåºããŠããã
ãã¹ããŒããã©ã³ã®èª²åŸŽéãã©ãããã©ãŒã ã確ä¿ããæŠãã§ãã¢ããã«ã«æããåçãèžãŸãããœããŒã¯ãªã«ãŒãªã³ã°åããžãã¹ã«è»žè¶³ã移ããã®ã ããœããŒã®åç°æ²äžé瀟é·ã¯1æ5æ¥ãã©ã¹ãã¬ã¹ã§ã®å ±åèšè äŒèŠã§ããEVã«ã€ããŠããªã«ãŒãªã³ã°åã®äºæ¥ã¢ãã«ãæ€èšããŠããããšæããã«ããã
ãååžããå·è¥¿æ³åžžåã¯ãïŒå®¶åºçšã²ãŒã æ©ã®ïŒãã¬ã€ã¹ããŒã·ã§ã³ãïŒå€§åããããã®ïŒã¢ã€ãã®ãããªé¡§å®¢ãšé·ãã€ãªããäžçããã¢ããªãã£ãŒã§ãã€ãããããããŒããŠãšã¢ã売ã£ãŠçµããã§ã¯ãªãããœãããéããŠ5ïœ10幎ã«ããã£ãŠè»ãé²åãããç°å¢ãã€ããããšæ±è² ãèªã£ãã
ããã¬ã€ã¹ããŒã·ã§ã³ã¯ããããã§å¯ŸæŠããã«ã¯ææãµãŒãã¹ã§ãããã¬ã€ã¹ããŒã·ã§ã³ãã©ã¹ãå¿ èŠã«ãªããããããæé¡æéã®å®å®åå ¥ããã²ãŒã äºæ¥ãäžæ¯ãããŠããããœããŒã®EVããã¢ããããŒããã«ã¹ã¿ãã€ãºãåæãšããã®ã§ããã°ã顧客ãšã®æ°ããæ¥ç¹ãçãŸããããšã«ãªããEVã¯ãªã«ãŒãªã³ã°ããžãã¹ã«ãªãåŸããšã®èªã¿ãããœããŒã®éŠè³é£ã¯ããŠããã®ã ã
ãã²ãŒã ã§åŸ©æŽ»ãããœããŒã¯âãœããŒç¥è©±âãè¬ã£ãã¢ããã«ã«EVã§éªèŸ±ãæããããšãã§ããã®ãã
ç°æ¥çš®åå ¥çµã¯æ°Žå¹³åæ¥ã¢ãã«ãæ¡çš
ãEVã®äžçå°å³ã¯ã©ãå€åããã®ã ããããå è¡ããç±³ãã¹ã©ãè¿œã£ãŠãããšã¿ãç¬ãã©ã«ã¯ã¹ã¯ãŒã²ã³ïŒVWïŒã®äžçã®èªåè»å€§æããœããŒãã¢ããã«ãªã©ã®ç°æ¥çš®åå ¥çµãšã®äžã€å·Žã®æŠããç¹°ãåºããããããšã«ãªãã
âå°é¢šã®ç®âã¯ç°æ¥çš®åå ¥çµã ãèªåè»æ¥çã§ã¯å®æè»ã補é ãã倧æã¡ãŒã«ãŒãé ç¹ã«ããã®äžã«éšåã¡ãŒã«ãŒãé£ãªãåçŽçµ±åã¢ãã«ãäž»æµã ã£ããEVã§ç¬èµ°ããç±³ãã¹ã©ãåçŽã¢ãã«ãæ¡çšããŠãããäžæ¹ããœããŒã¯EVã®è£œé ãä»ç€Ÿã«å§èšããæ°Žå¹³åæ¥ã¢ãã«ãæ¡ãæ¹éã ãEVã®è£œé ã¯ãªãŒã¹ããªã¢ã®ã¡ãŒã«ãŒã«å§èšããã
ãèªåã®å·¥å Žãæããªããã¡ãã¬ã¹ã§ã¹ããã®å§åçãªåè ãšãªã£ãã¢ããã«ã®âã¢ããã«ã»ã«ãŒâãæ°Žå¹³åæ¥ãšãªããã¢ããã«ã補é ãå§èšããèªåè»ã¡ãŒã«ãŒã®ååãåãæ²æ±°ãããŠãããæ°èã®EVãã³ãã£ãŒASFïŒæ±äº¬ã»å代ç°åºïŒã¯éçºã»èšèšã«ç¹åãããã¡ãã¬ã¹äŒæ¥ã§ã補é ã¯äžåœäŒæ¥ã«å§èšããŠããã
ãäžåœã®åœå¶é信瀟ãæ°è¯ç€Ÿã¯1æ9æ¥ãåœæèªåè»ã¡ãŒã«ãŒåºè¥¿æ±œè»éå£ãšæ¥æ¬ã®ã¹ã¿ãŒãã¢ããäŒæ¥ã®ASFããé éçšå°åEVã®éçºãšè£œé ã§ææºãããšå ±ããã䞡瀟ã¯ã©ã¹ãã¯ã³ãã€ã«ãšåŒã°ããçè·é¢ã®é éãçãç¯å²ã§ã®ç§»åã«é©ããé éçšå°åEVãéçºããäžåœã§è£œé ãæ¥æ¬ã§è²©å£²ããã22幎12æã«éç£ãšè²©å£²ãå§ããèšç»ã§è²©å£²å°æ°ã¯30幎ãŸã§ã«30äžå°ãè¶ ãããšããŠããã
ãASFã¯ç©æµå€§æã®SGããŒã«ãã£ã³ã°ã¹åäžã®äœå·æ¥äŸ¿åãã«è»œèªåè»ä»æ§ã®EVãéçºããã2人ä¹ãã§1å é»åœããã®èµ°è¡è·é¢ã¯200ããã¡ãŒãã«ä»¥äžãäŸ¡æ Œã¯100äžåå°åŸåãä»ç§ã«äœå·æ¥äŸ¿ã®å¶æ¥æã«çŽè»ãããäºå®ã ãäœå·æ¥äŸ¿ã¯30幎ãŸã§ã«éé çšãšããŠäœ¿ãçŽ7200å°ã®è»œèªåè»ããã¹ãŠEVã«åãæ¿ããäºå®ã ã
ãASFã®é£¯å¡è£æ瀟é·ã¯å®¶é»é販åºã€ããé»æ©ïŒçŸã»ã€ããããŒã«ãã£ã³ã°ã¹ïŒå¯ç€Ÿé·ããEVãã³ãã£ãŒã«è»¢ããç°è²ãªçµæŽã®æã¡äž»ãçéãã®æ¥çããã®EVææŠãšããããšã§è©±é¡ãããã£ãããè»ã¯å®¶é»ã«ãªããã飯å¡ç€Ÿé·ã¯èªåè»ã®æªæ¥ãããèŠéãã
ããã€ãŠæ¥æ¬ã®å®¶é»æ¥çã¯ãã¬ããäžçãåžå·»ãã家é»çåœã ã£ããããããæ°Žå¹³åæ¥ãé§äœ¿ããäžåœå¢ã®å°é ã§ãæ¥ã®äžžå®¶é»ã¯ãã£ãšããéã«è¡°éããŠãã£ããæºåž¯é»è©±ãèŠãã°è©±ã¯ç°¡åã ãã¹ããã®iPhoneã§åå ¥ããç±³ã¢ããã«ã¯çç£ãå°æ¹Ÿã®éŽ»æµ·ç²Ÿå¯å·¥æ¥ã«å§èšãããœãããŠãšã¢ããã¶ã€ã³ã»èšèšã§å§åçãªåŒ·ããçºæ®ãããä»æ¹ãæ¥æ¬å¢ã¯å£å¢ã«ç«ããããæºåž¯é»è©±ããçžæ¬¡ãã§æ€éããã
ãã¢ããã«ã«éãããäžçã®IT倧æã¯EVãç®æããšã¿ãããŠããããèµ°ãã¹ããããšãããããEVãžã®åå ¥ãçžæ¬¡ãç¶æ³ã¯ã¹ããã®é»ææãšéãªããæ°Žå¹³åæ¥ãæŠåšã«ãã¡ãã¬ã¹çµå¶ã®ç°æ¥çš®ããã®åå ¥çµããåçŽåæ¥ã®èªåè»ã¡ãŒã«ãŒã®çµå¶ãæºãããããšã«ãªããããããªãã
ããšã¿ã®ã³ãã«ãã¯ã¹ç転å
ãããšã¿ã®è±ç°ç€Ÿé·ã®21幎æ«ã®ã³ãã«ãã¯ã¹ç転åãæ¿å®è²¡çãé©ããããè±ç°æ°ããããŸã§åŠå®çã ã£ãEVã«è»¢é²ãããšèšãåºããããã ããEVã«åŸãåãããšè©ãããŠããåæ°ã¯21幎12æ14æ¥ãæ±äº¬ã»å°å Žã®ã·ã§ãŒã«ãŒã ã§ãäžçã®EV販売ç®æšã2030幎ã«350äžå°ã«å¢ããããšå®£èšããããè»èŒçšã®é»æ± ã®éçºã«2å åãæããããšãçºèšãæ¥çä»ç€Ÿã®éŠè³ã¯åç¶ãšãªã£ãã
ãããšã¿ã¯èšè äŒèŠã§EVã®SUVãã»ãã³ããã«ã©ã€ã³ã§ãºã©ãªäžŠã¹ããèªåè»å°éçŽã®èšè ã¯ãã¿ã¬ã³ãã®ããã³ã»ãã©ãã¯ã¹ã®ã¢ããã€ã¹ã ãšèããããšãããè±ç°æ°ãšããã³ã¯ãã¬ã¯ãµã¹ãã®è²©å£²åºã§ããŸããŸäŒã£ãŠææ°æåãããã³ã®ãã¬ãçªçµã«è±ç°ç€Ÿé·ãäœåºŠãåºæŒããã»ã©èŠªããããšããããŠãããç« ç·ç€Ÿé·ã«ããã³ã®å©èšããã£ããšãã話ã¯ãçåœã¯å®ãã§ã¯ãªããã次ã®ãããªè©±ãæµåžããŠããã
ãããã³ã«ãããšã¿ã¯EVãã©ãããã®ïŒããšèãããè±ç°æ°ã¯ãããããªããä»æ¹ãªããšæã£ãŠããããšçããããã³ããã ã£ãããããŒã³ãšæŽŸæã«ãããªãããã掟æã«ãããªããããæå³ããªãããšå¿ãããšãã話ããããäŒç€Ÿã®ãªãã£ã¹ã§äŒã£ãŠããæ§åã¯ãªããè±ç°æ°ã®é·ç·ã®å€§èŒæ°ã瀟é·ãããŠãããŠãŒãã³ã»ã¢ã«ãã¡ãææãããŠãŒãã³ã»ã·ãã£ãžããã³ãè¡ã£ãŠããããããããããã§äŒã£ãã®ãããããªããïŒããšã¿ã®é¢ä¿è ïŒ
ããŠãŒãã³ã»ã·ãã£ã¯ããšã¿ãæ±å¯å£«ã®è£Ÿéã§é²ããŠããæªæ¥åã®å®éšéœåžã§ããã
ãç¶ã®è±ç°ç« äžéã»å 瀟é·ã®å©èšãïŒä»ã§ã¯ïŒã»ãšãã©èŽããªããïŒããšã¿ã®å 圹å¡ïŒãšããããè±ç°æ°ã ãã«ãæšå¹Žæ«ã«èªåè»æ¥çã®éŠè³ã®éããã®åãé§ãããã£ãã
ãEV転é²ã奜æããŠãããšã¿ã®æ䟡ç·é¡ãåããŠäžæ40å åãäžåã£ããããã§ããç±³EV倧æãã¹ã©ïŒå120å åïŒã®3åã®1ã ãè±ççŽ ã®å éã¯æ¢ãŸãããããžã¿ã«æè¡ã®é²åã¯ãããããã¢ããããããšã€ãªããIoTã®ã»ããä»®æ³ç©ºéã®ã¡ã¿ããŒã¹ããããã¯ãã§ãŒã³ãªã©ã次ã ãšçã¿åºããã欧å·ã§ã¯35幎ããã¬ãœãªã³è»ã®æ°è»ã®è²©å£²ãçŠæ¢ãšãªããé»æ± ã®ãªãµã€ã¯ã«ã矩ååããããç°å¢å¯Ÿå¿ãè¶ ããå°å¹³ã§ã®ãã€ãŸãèªåœã®èªåè»ç£æ¥ã®ä¿è·ã®ææã絡ãã§ããã ãã«ãã£ããã ã
ãç±³åœã§ã¯ãŒãã©ã«ã»ã¢ãŒã¿ãŒãºããã©ãŒãã»ã¢ãŒã¿ãŒããã€ãã³æ¿æš©ãšæ©èª¿ãåãããEVããªããŠã ã€ãªã³é»æ± ãžã®å€§åæè³ãçžæ¬¡ãã§è¡šæãããç±³äžééžæã次ã®å€§çµ±é éžã®åž°è¶šã«æ³šæãæãå¿ èŠã¯ããããç±³åœã§ãEVã®æ¿æµã¯æ¢ãŸããªããäžåœã§ã¯21幎ã®EVæ°è»è²©å£²å°æ°ã¯20幎æ¯2.6åã®291äžå°ã«äžããEVã®ã°ããŒãã«çç£ã®6å²ãäžåœãå ããã
ãäžåœåžå ŽãèŠæ®ããã°ãæ¥æ¬ã¡ãŒã«ãŒãEVåãå éãããããéã¯ãªãã欧米å¢ãå è¡ããããšã¿èªåè»ãæžåœã«å·»ãè¿ããäžè±èªåè»å·¥æ¥ã»æ¥ç£èªåè»é£åã¯è£å©éãå ¥ããã°200äžåãåã軜EVã®æ°ããã¢ãã«ãå ±åéçºããããšã¿åäžã®ãã€ããå·¥æ¥ã25幎ã«ã¯å®è³ª100äžåå°ã®è»œEVãæå ¥ãããªã©æ¥æ¬å¢ãè¿œãããããåœå ã®æ°è»è²©å£²ã®4å²ã¯è»œèªåè»ã ãããæ¥æ¬ã§ã¯è»œEVã®èŠè ã«ãªãããšããããªãéèŠãšãªãã
ïŒæïŒBusiness Journalç·šééšïŒ
âBusiness Journal
äŒæ¥ã»æ¥çã»çµæžã»ITã»ç€ŸäŒã»æ¿æ²»ã»ãããŒã»ãã«ã¹ã©ã€ãã»ãã£ãªã¢ã»ãšã³ã¿ã¡ãªã©ãããŸããŸãªæ å ±ãç¬èªã®åãå£ã§çºä¿¡ãããã¥ãŒã¹ãµã€ã
Twitter: @biz_journal
Facebook: @biz.journal.cyzo
ãã¥ãŒã¹ãµã€ããBusiness Journalã