鴻海(富士康)發表電動車與AI運算事業的B2B系統商品與解決方案Hon-Hai (Foxconn) announces B2B system products and solutions for EV and AI-computing businesses

正體中文|English

全球最大的電子元件OEM製造廠之一 - 鴻海(富士康)集團在10月8~9日的年度科技日活動發表了一系列的系統化商品與解決方案：從基礎科學研究領域的Qubit 1離子阱產生器(量子電腦使用)、Pearl 1H近地軌道衛星，製造廠使用的AI機械工作臂、CNC模擬平台，醫療與照護領域使用的生成式AI語音諮詢應答服務，在正極電芯材料與膠質電解液有商品化突破的鋰系電池製造，以及涵蓋全車設計與製造的高度模組化電動車套裝解決方案。

 

鴻海(富士康)本次展出一系列電動車的準成品或已上市車款，在電池、馬達、電控、自駕、多元偵測等系統零組件可由該集團提供，亦可依客戶需求進行置換、調整、或是其它的客製化變更。

 

關於這一系列的電動車模組平台，鴻海(富士康)電動車策略長關潤(Jun Seki)表示，期待可達成全球電動車市占率至40%。除了已經銷售實績的Model C(台灣品牌Luxgen，車款名稱n7)、Model T之外，今年亦有模組平台與2家日本車廠已進行至後期締約階段。根據汽車產業人士透露，鴻海(富士康)於2022年曾與德國車廠在電動車代工製造接洽進行至締約階段，因車廠與該車廠工會未達成協議，鴻海(富士康)最終未能獲得這一筆電動車OEM國際訂單。

本篇新聞報導，有部分參考引用以下2篇新聞內容：

(1)   U-Car：n⁷ LR長程版初登場，鴻海科技日預告2025年推出美國版Model C，採NACS北美充電規格 (2024-10-08)

https://pse.is/6jgxjt

(2)   科技新報：鴻海電動車完成度令人驚訝，關潤：目標全球 40% 市占 (2024-10-09)

https://technews.tw/2024/10/09/foxconn-electric-car-global-market-share

Hon Hai (Foxconn) Group,one of the world's largest electronic component OEM manufacturers, unveiled a series of systemized products and solutions during its HHTD 2024 event on October 8-9. These include the Qubit 1 ion trap generator (for quantum computers) and the Pearl 1H low-Earth orbit satellite in fields of fundamental scientific, AI-powered robotic arms and CNC simulation platforms for manufacturing plants, generative AI voice consultation services for medical and healthcare applications, lithium battery manufacturing with breakthroughs in cathode cell materials and gel electrolytes, and highly modularized electric vehicle package solutions covering full vehicle design and manufacturing.

 

Hon Hai (Foxconn) showcased several near-finished or already available electric vehicle models, with battery, motor, electronic control, autonomous driving, and various detection systems provided by the Group. These components can be replaced, adjusted, or customized according to client needs.

 

Regarding this series of electric vehicle modular platforms, Jun Seki, EV CSO of Hon Hai (Foxconn), stated that they aim to achieve a 40% global market share in EVs. In addition to the already commercially-launched Model C (Taiwanese automaker Luxgen, model name n7) and Model T, two modular platforms are in the late contract stage with two Japanese automakers this year. According to industry insiders, Hon Hai (Foxconn) was in final contract negotiations with a German automaker for electric vehicle OEM production in 2022. However, due to a lack of agreement between the automaker and its union, Hon Hai (Foxconn) ultimately did not secure the international EVOEM order.

 

This news report partially references the following news articles:

(1)   U-Car: n⁷ LR Long-Range Edition Debut, Foxconn Tech Day Teases U.S. Model C in 2025 with NACS North American Charging Standard (2024-10-08)

https://pse.is/6jgxjt

(2)   TechNews: Foxconn’s EV Completion Surprises, Jun Seki: Targeting 40% Global Market Share (2024-10-09)

https://technews.tw/2024/10/09/foxconn-electric-car-global-market-share

Gogoro電動機車事業面臨生存挑戰Gogoro EV-motorcycle business confronts survival challenges

正體中文|English

經濟部產業發展署對於Gogoro(睿能創意公司)被檢舉在旗下Viva車系關鍵零組件使用大陸製造馬達控制器，涉及洗產地詐領國產電動機車補助金(約6億元)一案，經過調查與審議後，產發署初步認定Gogoro是由大陸廣東智能高標科技(廣達大陸子公司)進口電路板半成品，在台灣由Gogoro進行加工組立為馬達控制器總成。該馬達控制器製造商登記為廣達是錯誤登錄，製造商應更正為睿能創意公司，Viva機車亦符合國產電動機車補助相關規定。

Gogoro董事長兼執行長陸學森(Gogoro創辦人)在9月14日辭職，一般認為與Gogoro長期虧損、以及近期上項洗產地詐領國產電動機車補助金的爭議事件有關。

Gogoro除了電動機車製造事業的停滯，Gogoro Network交換電池事業在9月26日更有SYM三陽工業聯手中油公司的第三家換電系統的挑戰：三陽+中油的換電系統，先由台南地區的22個換電站營運，先期以服務600輛換電機車(SYM NX-1)為目標。

 

機車換電系統的規格化，較能符合製造商、消費者、與社會三贏的最大綜合效益。歐盟籌備制定開發機車換電電池規格、充放電協議等，已經接近成熟階段；在換電系統發展已超過10年的台灣，事實證明Gogoro Network、Kymco、乃至於最新的SYM+CPC換電系統，三者之間並不具備獨特或市場(消費者)必要的差異性。在一個年銷量僅80~100萬輛的機車市場容納一家以上的換電系統業者進行互斥競爭，可能是原先具備電動機車產業先進優勢的台灣，最不應該看到的發展。

對於台灣電動機車產業發展來說，Gogoro分割為機車製造、電池換電系統2家公司是較佳的選項。這項觀點的詳細說明，請參考本站文章：https://seztwnscope01.blogspot.com/2022/09/yamaha-ec-05-2-wild-hogs-test-ride-of.html

 

本篇新聞評論，新聞參考內容分別來自：

(1)   經濟日報：Gogoro遭爆用大陸製零件 經部調查結果大逆轉 (2024-10-01)

https://money.udn.com/money/story/5613/8262663?from=edn_newest_index

(2)   自由時報：中油全新電池與換電系統亮相！SYM 電動機車NX 1首度現身 (2024-09-15)

https://auto.ltn.com.tw/news/26596/2

(3)   中國時報：股價慘崩 Gogoro董事長陸學森閃辭 (2024-09-14)

https://www.chinatimes.com/realtimenews/20240914001146-260410?chdtv

Since 2021, the IDA (Industrial Development Administration, Ministry of Economic Affairs) has received reports accusing Gogoro Taiwan of using Chinese-made motor controllers for key components in its Viva series, allegedly engaged in country of origin fraud to claim subsidies for domestic electric motorcycles (amounting to NT$600 million).

Following investigation and committee review, IDA has preliminarily determined that Gogoro imported semi-finished circuit boards from Guangdong GOBAO Technology (a subsidiary of Quanta in China) and assembled them into complete motor controllers in Taiwan. The registration of the motor controller manufacturer as Quanta was incorrect and should be corrected to Gogoro Taiwan. The Viva scooters also comply with the relevant requirements for domestic electric motorcycle subsidies.

 

Gogoro's chairman and CEO, Horace Luke (founder of Gogoro), resigned on September 14, with speculation linking to Gogoro's prolonged losses and the above-mentioned controversy over the country of origin fraud and subsidy claim.

 

In addition to the stagnation of its EV-scooter manufacturing business, Gogoro Network's battery swapping venture faces a new challenge as SYM and CPC (Taiwan’s state-owned oil company) launched a third battery swapping system on September 26. The SYM+CPC system will initially operate 22 swap stations in Tainan, aiming to service 600 swap-enabled scooters (SYM NX-1) in the initial phase.

 

Standardizing battery swap systems would offer the greatest overall benefit for manufacturers, consumers, and society. The European Union is close to finalizing battery swapping specifications and charging protocols for motorcycles. In Taiwan, where battery swapping systems have been in development for over a decade, it's evident that the Gogoro Network, Kymco, and the latest SYM+CPC swapping systems do not possess distinct or necessary differences for the market or consumers. In a market that sells only 800,000 to 1 million motorcycles annually, the competition among several battery swapping system providers may be the last thing Taiwan, which initially had an advanced edge in the EV motorcycle industry, should want to see.

 

For EV motorcycle industry in Taiwan, it would be better for Gogoro Taiwan to split into two companies—one for scooter manufacturing and another for the battery swapping system. For a detailed explanation of this viewpoint, please refer to this article of sez Taiwan Scope: https://seztwnscope01.blogspot.com/2022/09/yamaha-ec-05-2-wild-hogs-test-ride-of.html

 

This news commentary draws on information from the following sources:

(1) Economic Daily: "Gogoro Exposed for Using Chinese-made Parts; Investigation by MOEA Results in Major Reversal" (2024-10-01) https://money.udn.com/money/story/5613/8262663?from=edn_newest_index

 

(2) Liberty Times: "CPC Unveils New Battery and Swap System! SYM Electric Scooter NX 1 Makes Debut" (2024-09-15)

https://auto.ltn.com.tw/news/26596/2

 

(3) China Times: "Gogoro’s Stock Price Plummets; Chairman Horace Luke Resigns" (2024-09-14)

https://www.chinatimes.com/realtimenews/20240914001146-260410?chdtv

 

 

PGO發表安全特仕車款與M-Hybrid全新專利PGO unveils promotional safety versions and a new M-Hybrid patent

正體中文|English

PGO(摩特動力工業)在南臺灣高雄前鎮港的嘉信22號遊艇碼頭發表了2款安全特仕車款：

(1)   Spring 125 TCS Soteria，售價$99,800。

(2)   J-Bubu 125 ABS Soteria，售價$92,800。

PGO產品線系列大量採用Bosch的動力與動態電控架構，這一次將黃牌車款(TIG)的Bosch高階TCS+ABS+ECU控制系統下放至白牌車款(Spring)，具備有雙模式(Normal/Sport切換)、雙控制(噴射斷油+點火截斷)功能，讓TCS作動時的路面反應更敏捷有效。

PGO採用優惠價格來試探駕駛安全的市場：Spring TCS版比ABS版加價僅$2,000，J-Bubu ABS版比CBS版加價僅$8,800。

PGO已順利擁有登記的M-Hybrid輕油電系統，主要的更新是採用MOSFET(金屬氧化物半導體場效電晶體)快速與多工切換電路架構，取代了傳統短路式電路架構，讓ISO系統可以省下30%(引擎低速運轉)~ 60%(引擎高速運轉)的耗能。PGO預計在年底發表搭載這項M-Hybrid新專利的首發車款。

 

有關PGO Soteria安全特仕車上市，詳細的新聞參考連結：

https://reurl.cc/VMnrny

 

PGO M-Hybrid新專利的內容，詳細的報導參考連結：

https://reurl.cc/8XYK7X

PGO (MOTIVE POWER INDUSTRY Co., Ltd.) unveiled safety versions for its two scooter models at the Monte Fino Yacht Wharf in Qianzhen Port, Kaohsiung:

(1) Spring 125 TCS Soteria, priced at NT$99,800.
(2) J-Bubu 125 ABS Soteria, priced at NT$92,800.

PGO's product line extensively uses Bosch's power and dynamic electronic control architecture. This time, they have introduced the high-end Bosch TCS + ABS + ECU control system from the yellow-plate model(>200c.c.) (TIG) to the white-plate model (≦200c.c.)(Spring), featuring dual modes (Normal/Sport switch) and dual controls (fuel injection cut-off + ignition cut-off). This ensures a more agile and effective response when TCS is activated.

 

PGO tests the market for driving safety with discounted prices: The Spring TCS version is priced only NT$2,000 higher than the ABS version, and the J-Bubu ABS version is only NT$8,800 more than the CBS version.

 

PGO has successfully registered the M-Hybrid (mild-hybrid) system. The main update is the use of MOSFET (metal-oxide-semiconductor field-effect transistor) fast and multi-switching circuit architecture, replacing the traditional short-circuit architecture, allowing the ISO system to save 30% (engine at low speed) to 60% (engine at high speed) of energy consumption. PGO plans to launch its first model with this new M-Hybrid patent by the end of the year.

 

For detailed news on the launch of the PGO Soteria special safety models, refer to the following link:
https://reurl.cc/VMnrny

For detailed reports on PGO’s M-Hybrid new patent, refer to the following link:

https://reurl.cc/8XYK7X 

【桃園】大四喜：北方麵食、創意餐食【Taoyuan】Grand Four Happiness: Beijing northern foods, creative meals

正體中文|English

中壢起家，自民國81年開店已逾卅年的北方麵食店，曾經展店至台北市、桃園市區，目前(2024年)在桃園市中壢區有2家店。

 

各項北方麵食、小米粥、飯、小菜、飲料等菜色豐富，還有開發一些年輕世代吃法的新餐點(例：炒泡麵)。從餐食口味、店面經營、訂餐點餐動線管理、食材餐具衛生，都有優質一致的品質表現，平價定位，是值得跨一個縣市開車來用餐的好餐館。值得留意的是：部分麵食口味偏甜(類似台南口味)、偏油，或許不能符合大台北地區食客的習慣口味。

中壢(中央店)：桃園市中壢區中央東路38號中壢復興路68號

中壢(慈惠店)：桃園市中壢區慈惠三街106號

 

Originating in Zhongli, this Beijing northern food restaurant has run its business for over 30 years since 1992. It once expanded to Taipei City and downtown Taoyuan, and as of 2024, it operates two locations in Zhongli District, Taoyuan City.

 

The restaurant offers a wide variety of Beijing northern noodle foods, millet porridge, rice dishes, side dishes, and beverages. It has also developed new menu items catering to younger generations (e.g., stir-fried instant noodles). With consistent quality in taste, store administration, ordering flow, and hygiene of ingredients and tableware, this restaurant provides great value and is worth driving across a county to visit. Notably, some noodle dishes lean towards a sweeter (similar to Tainan-style) and oilier taste, which might not suit the preferences of diners e.g. the grand Taipei area.

 Zhongli (Central Branch): No. 38 Zhongyang East Road / No. 68 Fuxing Road, Zhongli, Zhongli District, Taoyuan City

Zhongli (Ci Hui Branch): No. 106 Cihui 3rd Street, Zhongli District, Taoyuan City

豐田規劃旗下全車型的「混動化」，而不是「電動化」Toyota plans hybridization across all its models rather than electrification

正體中文|English

在全球電動車產業歷經資源過度投入、商品化被過度期待的激情10年之後，Toyota在全球第二大單一市場 – 北美地區釋出訊息：將旗下Toyota、Lexus車款藉大改款時予以全面「混動化」(Hybrid或PHEV)，而不是「電動化」。

 

事實上，就技術演進、資源合理重新配置、以及最少社會成本完成產業轉型的綜合觀點來說，由內燃機車款、輕油電(48V)車款、油電混合、插電式油電混合、EREV增程式電動車，再過渡至BEV純電車款、清淨能源(氫能)車輛的汽車發展模式，對於全球(抗暖化)、主要經濟體(產業發展)、乃至於一般民眾(合理支出)的綜合效益最大。但即使Toyota持有的主要油電混合技術專利在2017年到期，許多汽車生產國選擇跳過油電混合技術發展的歷程，大量資源直接投入BEV純電車的發展：

 

(A)   歐盟：最大經濟體德國主導，政策性優惠BEV純電車、技術層次較低的輕油電車款，排擠(忽略)油電混合車款，藉以降低日本車廠的競爭優勢，並期待直接在BEV技術上取得產業領導地位。

(B)   美國，呈現兩極化發展：以加州領先主導的超低/淨零排放標準(2035年禁售燃油車)催生最成功電動車廠-Tesla的誕生；以德州為主的石化、汽車工業大州選擇規避承擔降低碳放量的責任，繼續擁抱內燃機汽車。

(C)   中國大陸：利用稀土金屬蘊藏量的超級寡占優勢，全力發展BEV純電車；同時也希望越過日本車廠的油電混合障礙(優勢)，藉BEV技術與生產優勢取得產業領導地位。

 

受限於電池在性能表現、生產成本、充放電使用安全的侷限，全球絕大部分的汽車製造商目前已經需要面對BEV純電車過早、未成熟鉅額投資投產的虧損。Toyota、BMW、Porsche

則是能夠遠離這一波BEV純電車經濟泡沫、且持續在低汙染低排放技術穩健投入的車廠。

 

關於汽車產業的良性發展路徑，本站在2010年有具體的描繪敘述，直到今年(2024年)還有些許參考價值，歡迎讀者察閱：

https://seztwnscope01.blogspot.com/2010/01/2010-dawning-for-automotive-industry.html

 

本篇新聞評論，新聞參考內容分別來自：

(1)   鉅亨網：燃油車掰了！傳豐田考慮全面發展油電混合車 放棄電動化 (2024-8-19)

https://news.cnyes.com/news/id/5688256

(2)   路透社：Hybrid cars throw lifeline to platinum metals (2024-9-9)

https://www.reuters.com/markets/commodities/hybrid-cars-throw-lifeline-platinum-metals-2024-09-09

After a passionate decade in the global electric vehicle (EV) industry, characterized by excessive resource investment and over-anticipated commercialization, Toyota has sent a message to the world’s second-largest single market—North America: it will fully "hybridize" (Hybrid or PHEV) its Toyota and Lexus models during model changes, rather than focusing on "electrification".

 

In fact, from the perspective of technological evolution, rational resource reallocation, and achieving industrial transformation with the lowest societal costs, the development model that transitions from internal combustion engine (ICE) vehicles, mild hybrids (48V-spec), full hybrids, plug-in hybrids (PHEV), and range-extended electric vehicles (EREV), eventually to battery electric vehicles (BEV) and clean energy (hydrogen) vehicles, offers the greatest synergy benefits for the world (in terms of combating global warming), major economies (industrial development), and the general public (reasonable expenditures). However, despite Toyota’s key hybrid technology patents expiring in 2017, many automobile-producing countries chose to skip the hybrid technology development process, directly investing substantial resources in BEV development:

 

(A)   European Union: Led by the largest economy, Germany, which provides policy incentives for BEVs and lower-level mild-hybrid vehicles, while sidelining full hybrid models. This strategy aims to diminish the competitive edge of Japanese automakers and seeks to establish BEV leadership.

(B)   United States: A polarized development. On one hand, California's leadership in ultra-low/zero-emission standards (with a 2035 ban on fuel cars) has given rise to the most successful EV manufacturer, Tesla. On the other hand, major fossil fuel and automotive states, such as Texas, avoid the responsibility of reducing carbon emissions and continue embracing internal combustion engine vehicles (ICE).

(C)   Mainland China: Capitalizing on its super-monopoly in rare earth metals, it is fully committed to BEV development. China also seeks to bypass the hybrid advantage of Japanese automakers and aims to achieve industry leadership through BEV technology and production advantages.

 

Due to limitations in battery performance, production costs, and safety in charging and usage, most global automakers are now facing losses from premature, overly ambitious investments in BEV production. Toyota, BMW, and Porsche have managed to stay clear of this BEV economic bubble and continue steady investments in low-emission, low-pollution technologies.

 

For insights into a healthy development path for the automotive industry, our site provided a detailed description in 2010, which still holds some reference value today (2024). Readers are welcome to check it out:

https://seztwnscope01.blogspot.com/2010/01/2010-dawning-for-automotive-industry.html

 

This news commentary is based on the following sources:

(1)   ONUE: "Goodbye, gas-powered cars! Toyota reportedly considering fully focusing on hybrid vehicles, abandoning electrification" (2024-8-19)

https://news.cnyes.com/news/id/5688256

(2)   Reuters: "Hybrid cars throw lifeline to platinum metals" (2024-9-9)
https://www.reuters.com/markets/commodities/hybrid-cars-throw-lifeline-platinum-metals-2024-09-09