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Mobility Future

Tracking EVs, batteries, rail systems, software-defined vehicles and urban transport experiments shaping Japan's next mobility cycle.

Mobility Future
Mobility Future

Deep Observation of Japan's Automotive OEM Industry: Electrification and Software-Defined Reshape the Next Decade

Japan's automotive OEM market is expected to reach $3.32 billion by 2035, with a compound annual growth rate of 4.16%. But behind the moderate growth, electrification, digitalization, and digital channels are restructuring the industry value chain. Based on the latest research reports, this article analyzes the technology paradigm shift in Japan's automotive industry and the path to reshaping its global competitiveness.

Takumi Kobayashi7 min read
Mobility Future

Global electric vehicle sales surpass 20 million units for the first time, and Japan's auto industry is facing a "technological paradigm" restructuring.

In 2025, global electric vehicle sales surpassed 20 million units, accounting for a quarter of the new car market. With China leading, Europe accelerating, and the US stagnating, this landscape poses a profound challenge to Japan's automotive industry, which has long relied on hybrid and fuel vehicle technologies. Based on data from the IEA's Global EV Outlook 2026, this article analyzes how global EV trends are compelling Japan to rebuild its competitiveness in batteries, semiconductors, and autonomous driving.

Kenji Tanaka4 min read
Mobility Future

Japan's Electric Vehicle Market 2035: From Policy-Driven to Industrial Restructuring

This article provides an in-depth analysis of the growth trajectory of Japan's electric vehicle market through 2035, exploring the impact of policy, technology, corporate strategy, and global competition on Japan's automotive industry, and revealing the underlying logic of its transformation from traditional manufacturing to smart mobility.

Aiko Yamamoto4 min read
Mobility Future

Jeep's Three New Models Enter Europe: Stellantis' Electrification Bet and Reshaping the Competitive Landscape

Stellantis did not detail Jeep brand plans on Investor Day, but the three new European models recently revealed hint at its electrification and market expansion strategy. This article analyzes how Jeep is using its product lineup to address European emission regulations and competition from local brands, and explores the impact on the global SUV market landscape.

Takumi Kobayashi4 min read
Mobility Future

Zeekr plans to introduce range-extended electric vehicles to Europe, Japanese automakers face new challenges in technology routes.

After receiving a huge response at the Beijing Auto Show, Zeekr is considering launching extended-range electric vehicles in Europe. This move highlights the global EV market's re-evaluation of extended-range technology, and Japanese automakers' traditional advantages in the hybrid field are facing new competition.

Yuki Matsuura3 min read
Mobility Future

Nissan suspends electric Qashqai development: The growing pains and strategic rebalancing of Japan's automotive industry's electrification transformation

Nissan reportedly suspends development of all-electric Qashqai, reflecting intensified pressure in the global electric vehicle market and strategic adjustments among Japanese automakers during the transition. This article analyzes the industrial logic behind this move and its impact on Japanese automotive competitiveness and the electrification roadmap.

Yuki Matsuura4 min read
Mobility Future

From Cars to Armored Vehicles: Valmet Automotive's Transformation Lessons for Japanese Manufacturing

Valmet Automotive has signed a multi-year agreement with Patria to increase the annual production capacity of Patria 6×6 armored vehicles to several hundred units. This transformation demonstrates the application of automotive manufacturing expertise in the defense sector, providing a reference for Japanese automakers to diversify their paths.

Kenji Tanaka3 min read
Mobility Future

Chery tests the waters in Japan’s kei car market: this “de-China-fication” entry reveals a new threshold in Japan’s electrification competition

Chery is entering the Japanese kei electric vehicle market through a new joint venture. On the surface, this is a model launch, but in essence it reflects the brand, distribution, subsidy, and localization barriers Chinese automakers face in the Japanese market, as well as the redefinition of competition in Japan’s kei car electrification.

Yuki Matsuura8 min read