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Mazda has delayed its first EV on a proprietary platform by two years to 2029, cutting its electrification investment from ¥2 trillion to ¥1.2 trillion and shifting emphasis back to hybrids and China-made EVs. CEO Masahiro Moro said the company slowed plans before large capital outlays, avoiding major impairment charges, and called the approach cautious. Mazda will launch multiple new hybrid models between 2028–2030 using in-house hybrid systems and Skyactiv-Z engines, and will export China-deve
Mazda's shift delays a flagship EV and reduces electrification spending, signaling automakers may recalibrate EV roadmaps and investment. Tech professionals working on EV platforms, supply chains, and software should expect changed timelines and renewed hybrid focus.
Dossier last updated: 2026-05-19 09:59:44
Subaru will delay launching some of its self-developed battery electric vehicles (EVs) originally planned before 2028 and rework a new plant in Gunma to support mixed production of internal combustion engine (ICE) vehicles, the company told Japanese media. President Takahito Otsuka said Subaru needs to wait for clearer EV adoption timing in key markets like the U.S., so it will slow its in-house EV rollout and shift some electrification investment toward new ICE and hybrid electric vehicle (HEV) development and increased HEV production capacity. Subaru says it has not abandoned EVs and will continue joint EV programs with Toyota and future SUV EV plans. This reflects broader industry recalibration amid softer-than-expected EV demand.
Subaru is scaling back its push for fully electric vehicles and prioritizing hybrids and flexible production of gasoline models after EV demand underperformed in key markets, especially the U.S. The company originally planned about ¥150 billion for electrification but has only spent ¥30 billion so far; remaining funds will be reallocated based on market conditions and some in-house BEV projects may be delayed. Subaru stresses it hasn't abandoned EVs and will continue collaborating with Toyota on electric models while still planning an EV SUV launch. The shift signals automakers rebalancing investments amid slower-than-expected consumer EV uptake and market uncertainty.
Subaru has delayed the launch of its first in-house developed battery-electric vehicle, citing a global EV demand slowdown and shifts in U.S. tariff policy. The automaker will postpone the debut and reallocate some development resources toward hybrid and internal-combustion models. The move follows similar deferments by Nissan and Mercedes-Benz and reflects broader industry recalibration as market conditions, trade rules and profitability pressures prompt legacy carmakers to temper aggressive electrification timelines. For the tech and automotive sectors, the delay signals continued uncertainty in EV adoption curves, supply-chain and regulatory impacts on EV investment, and potential opportunity shifts for suppliers, software and battery partners.
Mazda has delayed its first EV on a proprietary platform by two years to 2029, cutting its electrification investment from ¥2 trillion to ¥1.2 trillion and shifting emphasis back to hybrids and China-made EVs. CEO Masahiro Moro said the company slowed plans before large capital outlays, avoiding major impairment charges, and called the approach cautious. Mazda will launch multiple new hybrid models between 2028–2030 using in-house hybrid systems and Skyactiv-Z engines, and will export China-developed models (with partner Changan) to Europe, Australia and Southeast Asia. The changes respond to shifting US tariffs, eased fuel-economy rules, reduced EV subsidies and uncertain demand.