Honda decided to lose their wings, and who will catch the feathers? I felt very uncool for Honda. Honda, Nissan aim to merge by 2026 in historic pivot https://www.reuters.com/markets/deals/honda-nissan-set-announce-launch-integration-talks-media-reports-say-2024-12-22/ Both of Honda and Nissan are losing China market car shares. In Japan, there are few companies which earn foreign currency. There are 2 company types in economy. High classed pieces and Pawns. High classed pieces earn foreign currency and Pawns are domestic companies. High classed pieces in Japan are losing their powers. They have earned from USA and China markets, but Chinese companies become their rivals. This indicates that China Pawns become to win Japan high classed pieces. In fact, if Japan high classed pieces lose USA markets, Japan won’t be able to earn foreign currency so that Japan gov will start to sell foreign assets(including US gov bonds). By the way, Honda will lose their wings ...
2017/10/5. Old car companies: Very dangerous time is coming...
Electric car markets will be red ocean, because of simple structure.
That markets will be very hard to make a difference. I think that name value, battery, and automatic driving will be special points.
I expected that the shift to electric cars would be slower. This is wrong. Chinese oil companies doesn’t enough power in the world, so Chinese government can easily shift to spread electric cars.
Main stream is coming to the world, electric cars market will be very hard red ocean, and old car companies will be suffered by shifting or changing. I wonder TOYOTA and Honda will be survived in this stream. They are too big to change their systems...
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