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Despite a slow start, Toyota plans to accelerate electric vehicle output over the next several years. The Japanese automaker aims to triple EV production of Toyota and Lexus brand models in 2025 as mass production begins.

Toyota to triple EV production in 2025

According to a new report from Nikkei, Toyota is now aiming to produce 600,000 electric cars in 2025, tripling the expected 2024 output of 190,000 units.

Toyota intends to sell 1.5 million EVs by 2026 with ten new all-electric models, including SUVs, crossovers, small cars, luxury, and commercial. By 2030, the automaker plans to sell 3.5 million EVs or about one-third of its global volume.

The report notes Toyota has already notified several of its major suppliers of its planned EV production ramp over the next few years.

Last year, Toyota and Lexus sold a total of 24,466 fully electric cars, representing just 0.26% of overall sales.

The trend has continued this year with a little over 7,400 units sold through the first seven months of 2023, still less than 1% of overall sales. In the US, Lexus has sold 2,068 units of its first EV, the RZ electric SUV. Meanwhile, through the first half of the year, Toyota sold 3,659 units of its sole electric car, the bZ4X.

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Toyota bZ4X (Source: Toyota)

Stepping up in the EV era

Over the past several weeks, Toyota has revealed a few new technologies and other innovations designed to help it compete with EV leaders like Tesla and BYD.

At a technical workshop in June, we got a glimpse of Toyota’s next-gen EV batteries, design improvements, and manufacturing upgrades to cut costs and boost efficiency.

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Toyota three-row electric SUV concept (Source: Toyota)

More recently, the company revealed its next-gen EV battery roadmap. The plans include advanced electric models due out in 2026 with nearly 500 miles (800 km) range, aligning with Toyota’s new production ramp plans.

Earlier this week, Toyota showed off its future EV production line, including Giga casting technology, self-propelled assembly lines, and robots to transport finished vehicles, all designed to help it cut costs and increase output in the wake of the industry shakeup.

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Toyota bZ compact SUV concept (Source: Toyota)

New Lexus brand boss Takashi Watanabe claimed the brand will spearhead Toyota’s next-gen EV offensive. Watanabe said it will “humbly look at and learn from” Tesla’s manufacturing success as it looks to compete in the coming electric age.

Electrek’s Take

We’ve heard this story many times before that Toyota is ramping up EV output. But, this time, it may be different.

Leaders at Toyota and Lexus are expressing urgency to keep up as electric vehicle sales continue climbing globally. If the automaker wants to remain competitive as the industry transitions, it will need to stay ahead of the pack, and so far, it’s well behind.

The new innovations will help Toyota compete, but waiting until 2026 could cost it. By then, there will be even more advanced batteries, designs, and manufacturing processes.

Furthermore, with only one-third of planned vehicle sales being purely electric by 2030, Toyota is already setting itself up for failure.

Many automakers are already achieving double-digit or 100% EV sales. Meanwhile, Toyota aims for around 33% EV sales share by the end of the decade.

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Tesla will pause part of new Model Y production for 3 weeks for upgrades, report says

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Tesla will pause part of new Model Y production for 3 weeks for upgrades, report says

A new report states that Tesla will pause part of new Model Y production at Gigafactory Shanghai for 3 weeks to upgrade the lines.

The shutdown will extend beyond the regular Chinese New Year.

The Chinese New Year is technically 2 weeks long, but the official holiday lasts a week, during which significant parts of the country’s industries shut down.

That includes the auto industry and Tesla, but it looks like the American automaker plans to do things a bit differently this year after having just started production of its updated Model Y at Gigafactory Shanghai.

According to a new report from Bloomberg, Tesla plans to shut down part of its new Model Y production lines from around January 22 to February 14.

In comparison, Tesla only plans to shut down production of the Model 3, the only other vehicle produced at the plant, from January 26 to February 3.

Tesla only recently started production of the updated version of its best-selling electric SUV. The report states that the automaker will take advantage of this extended Lunar New Year shutdown to upgrade parts of the production lines in order to streamline and ramp up production capacity.

The automaker delivered about 480,000 Model Ys in China in 2024 – up about 5% year-over-year.

Reports claimed that Tesla received over 50,000 orders for the updated vehicle version in the first 24 hours of the unveiling.

Electrek’s Take

It makes sense. Over the last few weeks, Tesla has basically been running a pilot of production of the upgraded version, which is entirely different from the previous version, but there are enough differences that new parts and processes can create bottlenecks.

Tesla likely found ways to optimize production during that time and now will implement it during this extended shutdown.

We will try to keep track of the Model Y production and rollout in China as any delay or production issues can be extremely impactful, considering the Model Y is the world’s best-selling EV and China is the biggest EV market.

Any kind of issue there can be extremely impactful on Tesla and the broader EV market.

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Honda is bringing back the Acura RSX in 2025 as an EV built in the US

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Honda is bringing back the Acura RSX in 2025 as an EV built in the US

American Honda shared a business outlook for 2025 during a recent briefing with the media. In terms of electrification, the next 12 months for Honda will be much of the same: facelifting tried-and-true ICE models like the CR-V and Passport. However, there was one exciting piece of news from Honda on the BEV front—the automaker has confirmed it will begin US production of an Acura RSX EV.

Honda and its premium sub-brand Acura, for that matter, are getting more and more coverage on Electrek’s homepage thanks to the combined efforts in adding new BEV models… although that transition has still been relatively slow compared to other OEMs.

Nevertheless, Honda launched the all-electric Prologue, which has found quick success with US consumers. Shortly thereafter, Acura launched the ZDX, which sits atop the same Ultium platform as Prologue, provided through a partnership with GM.

Honda has since backed out of that partnership—at least the part where GM provides vehicle architecture—and has been developing its own in-house platform that will one day power its new 0 Series lineup of BEVs. These originally debuted at CES 2024 and remerged at this year’s event as prototypes—and now they’re white! They will also feature a new proprietary vehicle OS called ASIMO (more on that below).

While we await the arrival of those Honda BEVs, we can expect to see a new Acura model hit the market first, based on an SUV called the Performance EV Concept, which debuted at Monterey Car Week this past August. At the time, the Acura Design Studio described the concept as “the evolution of Acura’s performance-focused design direction and the brand’s next all-electric model.”

That new production model didn’t have a name yet, but we did learn it would be the first BEV to debut on Honda’s new bespoke platform and the first all-electric model to roll off its assembly lines at the new Honda EV Hub in Marysville, Ohio.

Today, we learned that the Performance EV Concept has evolved into a full-fledged passenger model with a familiar name – the Acura RSX EV.

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Acura’s Performance EV Concept / Source: Honda
Acura RSX EV
A camouflaged look at the Acura RSX EV prototype / Source: American Honda

Acura brings back the “RSX” nameplate as an EV SUV

During a media briefing earlier this week, American Honda shared its 2025 outlook, led by vice president of sales, Lance Woelfer. This year’s strategy includes the production of its first original BEV in Ohio using domestically and globally sourced parts as a new hybrid model and several ICE vehicles (boo).

Woelfer confirmed that the first bespoke all-electric model coming out of Ohio will be the Acura RSX EV. This move marks the return of a notable nameplate in the Acura lineup that evolved from the original Honda Integra. The Acura RSX was sold in North America from the early- to mid-2000s and still has a decent fanbase, especially amongst fans of the Honda Integra and Japanese Domestic Market (JDM) enthusiasts.

Acura revived the Integra nameplate in 2021 as a Honda Civic-based liftback, and although that model is sharp, it remains combustion, hence why Acura has revived the RSX name as an EV model. Per Mike Langel, assistant vice president, Acura National Sales.

The nameplate pays homage to the Acura RSX with its coupe-like silhouette, but it truly represents a forward-looking approach to fun-to-drive performance. Our second all-electric SUV will solidify our EV credentials even as its ICE stablemates, the all-new ADX, RDX, MDX, TLX and Integra continue to attract new buyers to the Acura brand.

The Acura RSX EV, seen in a unique camo wrap above, looks quite sleek, but I predict Integra and RSX purists may reject this new model out of the gate because it’s undeniably an SUV, not a sporty compact like the vehicle(s) it’s named after. This reminds me of when Ford introduced the Mustang Mach-E, and brand loyalists argued, “That’s not a Mustang.” Just like the Mach-E, the Acura RSX EV represents a new generation of performance models, no matter what you call it.

The new SUV also represents a massive step for Honda and its premium brand, as the Acura RSX EV will be the first model to utilize Honda’s new EV platform and its new ASIMO OS operating system introduced at CES 2025. At the time, Honda said ASIMO will constantly update its in-vehicle software via over-the-air (OTA) updates for both the digital UX and integrated dynamics controls that will allow the automaker to deliver “a personalized ownership experience that will enhance the joy of driving.”

Acura says the RSX EV is slotted to begin development testing in real-world conditions this week ahead of planned production in Ohio later this year. We plan to visit Honda’s EV Hub later this month, so perhaps we can capture some images of where this new SUV will be built or, better yet, look at the prototype up close.

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Toyota funded climate deniers and Fred says Elon fudged the FSD numbers

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Toyota funded climate deniers and Fred says Elon fudged the FSD numbers

On today’s episode of Quick Charge, we look into a new study revealing that Toyota outspends all other automakers when it comes to funding climate change denying politicians and Fred accuses Elon of misrepresenting the data behind Full Self Driving (again).

We’ve also got word that the recently redesigned Tesla Model Y is being built in Giga Berlin, Hyundai’s electrified lineup is leading a record export year for the brand, and a new study says cleantech investments will beat out conventional energy production for the first time in 2025.

Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple PodcastsSpotifyTuneIn, and our RSS feed for Overcast and other podcast players.

New episodes of Quick Charge are recorded, usually, Monday through Thursday (and sometimes Sunday). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news!

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