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日本電産中国に工場

日経2010/3/9(火)朝刊より、日本電産が中国に工場を作るという記事。

  • 中国大連市に社債用モーターの工場と研究開発施設を建設
  • 投資総額は45億円
  • 敷地面積は4万平方メートル
  • 7月に着工2011年1月から操業
  • 従業員数5300人

日本電産は消費者向けメーカーではないのでピンと来ないかもしれませんが、電気自動車に関してはまだまだ勝者が見えてない。

電気自動車の市場構成であり得るパターンを洗い出すとこんな感じ。

  1. トヨタのような自動車メーカーがプラグインハイブリッドの延長で作る
  2. 日立のような一通りの技術を持っている総合電機メーカーがやっちゃう
  3. PCのように水平分業で、中国・台湾でひたすら組み立てられる

1も2も垂直統合モデルだけれど、3の場合は水平分業。3のケースになっても、日本電産のようなメーカーは生き残れる。

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