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丰田在更广泛的投资审查中暂停雷克萨斯电动汽车计划 Toyota has paused development of the next-generation Lexus EV project LF-ZC, reportedly due to a slowdown in global EV demand. LF-ZC — originally showcased as a prototype in October 2023 with an ambitious double-mainstream-range target and planned production at Toyota’s Tahara plant — had been delayed from 2026 to mid-2027 before the latest pause. Toyota says it will continue R&D on key EV technologies such as solid-state batteries and large aluminum die-casting so it ca
Toyota pausing a flagship Lexus EV project signals shifting priorities and demand sensitivity in the global EV market, affecting suppliers and competitors. Tech professionals should track implications for EV component demand, R&D focus, and production planning.
Dossier last updated: 2026-05-29 16:02:16
Toyota has confirmed it is halting development of the next-generation Lexus pure-electric sedan (the LF-ZC production project) as part of adjustments to its overall vehicle development program in response to changing market demand. The LF-ZC, shown as a concept in October 2023 and previously targeted for a 2026/2027 launch, featured an ambitious range target (~2x mainstream ~500 km) and modular gigacasting construction. Toyota stressed this is a partial reprioritization, not an abandonment of BEV strategy. The move highlights Toyota’s slow EV rollout—only ~200k BEV sales in 2025 and just 4,227 deliveries in Japan—contrasting with continued growth in its overall global sales and production.
丰田在更广泛的投资审查中暂停雷克萨斯电动汽车计划
Toyota has paused development of the next-generation Lexus EV project LF-ZC, reportedly due to a slowdown in global EV demand. LF-ZC — originally showcased as a prototype in October 2023 with an ambitious double-mainstream-range target and planned production at Toyota’s Tahara plant — had been delayed from 2026 to mid-2027 before the latest pause. Toyota says it will continue R&D on key EV technologies such as solid-state batteries and large aluminum die-casting so it can deploy them if demand recovers. The move mirrors industry-wide adjustments by automakers (Honda, Nissan, GM, Ford) responding to weaker EV sales and changing policy incentives in markets like the U.S.
Uber and Indian conglomerate JSW Group signed a memorandum of understanding on May 22 to jointly develop and deploy electric vehicles tailored for India’s ride-hailing market. The partnership targets EV designs optimized for local operating conditions, cost-efficiency and performance expectations, aiming to accelerate Uber’s electrification across its Indian mobility services. JSW’s manufacturing and industrial capabilities combined with Uber’s fleet and platform expertise could lower total cost of ownership for drivers and speed EV adoption in one of Uber’s largest emerging markets. The deal matters for India’s EV ecosystem, fleet electrification efforts, and competition among mobility and auto manufacturers over local EV supply chains.
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