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ハイブリッド電池戦争

日経2009/05/22朝刊13面「グリーンインダストリー 第二部 ハイブリッド車舞台裏 下 電池戦略 積極投資、正気逃がさず」より、電池の話。

  • トヨタ
    • パナソニックと共同出資する電池生産会社のパナソニックEVエナジー
    • 300億円を投じて2010年にも宮城県大和市に新工場を建設
    • この工場が稼働すれば現在の60万台から100万台に高まる
    • 一方でプリウスの発売前受注は8万台(足りるのか?)
    • リチウムイオン電池は今のニッケル水素の2倍の容量で将来性が有望なためニッケル水素の生産能力を闇雲に上げるわけにもいかない
  • ホンダ
    • インサイトのニッケル水素電池は三洋電池
    • リチウムイオンはGSユアサ
    • ホンダとGSユアサが共同出資する「ブルーエナジー」は250億円を投じて来年秋までに新工場をつくる

ということで、電池への投資がとても多い。そして需要も今急に増えている。これが恒常的な物なのか、今の政策での特需なのかは分からない。さらに、ニッケル水素からリチウムイオンへの過渡期というのもつらい。

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