Swapping Chinese souls, Toyota hits a king-sized bomb!
As long as 13,980,000 yuan, you can buy a Guangqi Toyota Platinum Intelligence X3, equipped with a set of end-to-end style Magic Menta High-order Intelligent Driving System, a Nvidia OrinX chip, a Qualcomm 8155 car chip, a LIDAR, the whole car is equipped with 27 sensors, plus Huawei Hongmeng car system. Among all the models, the Platinum Intelligence X3 has maximized the price-performance ratio. The price is more expensive than it, the configuration is not as high as it is, and the configuration is higher than it is, the price is not as cheap as it is. The same configuration, within 140,000 dollars, the only one in the world, this is the one!
Because the price is generous, configuration pull full, Toyota Platinum Chi X3 just launched, an hour, the order exceeded 10,000 units. It can be said that this is Toyota engaged in new energy transformation since, hit out the first king bomb. It also represents that the joint venture car’s playing hard to get, and play the inner volume to the extreme. So how did Toyota do it? Captain to everyone to peel off the shell of this car, you will find that this platinum wisdom X3, in addition to the car label is Toyota’s, the other almost all are made in China. Its localization rate has reached a staggering 99 !
Why is it so high? Because without the use of Chinese parts, simply can not make such a high cost-effective car. First of all, as early as last year, Toyota reached a cooperation with Huawei, in the Camry model, the first to introduce the Huawei Hongmeng car machine system, and achieved initial success. Although the peak of the Camry is not there, but the sales are still able to beat, in 2024, the annual sales of 158,000 units.
Secondly, Toyota joined forces with Magic Manta , to create an end-to-end smart driving system. Urban NOA can drive when there is a road, and an additional LIDAR is equipped with higher precision. As the captain said before, China’s urban NOA system is almost ruled by Magic Manta. BYD Toyota SAIC Mercedes-Benz, etc., all massively equipped with Magic Manta’s Smart Driving System. Why do all these big automobile companies choose Magic Manta? The key lies in the low cost. With advanced algorithms, Molmenta does not need LIDAR, and can drive in the city if there is a road by taking the pure visual route.
It can get the trajectory information directly from the original sensor data, without the need for additional repetitive analysis. What does it mean? It is the same as human eyes, see, can go. This system has accumulated 1 billion kilometers of complex scene data, covering more than 40 million high value scenes.
Thirdly, its LiDAR comes from Sutem Polytron. This is also a Chinese company, the products into BYD, Changcheng, Ideal, Xiaopeng, Eyan, and Toyota, etc., all are used by Suteng Jutron.
Fourth, its power battery comes from China Innovation Aviation, which is supported by Guangzhou Automobile.
Peeling these apart, you will find that as long as it involves the core components of intelligentization, Platinum X3 has almost all chosen the Chinese supply chain. The battery is from China Innovation Hang, the Smart Driving System is from Magic Menta, the car system is from Huawei Hongmeng, the LIDAR is from Suteng Jutron, and even the tires are from China’s Sunrise Tire, which is part of the China Rubber Group, with the entire imported parts accounting for only 1 percent. What is this 1? The main is Qualcomm 8155 car chip, Nvidia OrinX arithmetic chip and so on.
Platinum Smart X3 is just a Toyota shell, its soul is fully taken over by the Chinese company. Why would Toyota go this far? The root cause lies in the fact that the entire intelligent industrial chain, the Japanese company has neither a technological advantage, nor a cost advantage, nor a scale advantage. Japan’s lack of intelligent driving, lack of LiDAR, lack of car ecosystem, but also lack of power battery. Toyota wants to turn around in the field of electric vehicles, it can only rely on the Chinese industrial chain.
The slow response of Nissan Honda, China sales are declining, the worse it gets. Toyota has been the only Sino-Japanese joint venture to withstand the pressure of the price war and maintain a slight decline in sales throughout the year. Nissan’s China sales fell 50 percent in three years, Honda’s fell 30 percent last year, and Toyota’s fell 37 percent. Toyota has recognized the trend earlier and is more determined to commit to the Chinese supply chain.
Starting with the Platinum X3, Toyota has already handed over its soul, fully to the Chinese company. In fact, Toyota’s electrified future is basically betting on China. Lexus built a factory in Shanghai, also wants to copy Tesla’s homework, based in China, using the Chinese industrial chain, accelerating the electrification transition, and selling to the world.
This also signals that Japan’s local electrification and intelligent industrial chain has lost its competitive advantage. Toyota’s investment in China is just the beginning, and the German BBA will not wait too long to replace the Chinese soul.
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