トヨタ、中国外で初のCATL電池調達へ。インドネシアでの現地生産を加速

トヨタ自動車のインドネシア法人（TMMIN）は、CATLと電気自動車（EV）関連事業で提携し、約120億円（1.3兆ルピア）を投じてCATLの工場内にトヨタ専用の生産ラインを構築します。

1. 提携のポイント

初の中国外調達: トヨタが中国以外の地域でCATLから電池を直接調達するのは、今回が初めてのケースです。
稼働時期と規模: 西ジャワ州の工場は2026年末に稼働予定。年間生産能力は6.9GWh（ギガワット時）に達します。
対象車種: 主に現地生産のハイブリッド車（HV）向けに供給されます。

2. 現地調達率の向上

これまでトヨタは「キジャン・イノーバ」などの人気HVモデル向け電池部品を海外から輸入し、現地で組み立てていました。今回の提携により、主要部品をインドネシア国内で生産できるようになり、現地調達率（ローカル・コンテント）の大幅な向上が期待されています。

1. 提携のポイント
2. 現地調達率の向上

関連情報と背景解説
まとめ
Toyota to Source CATL Batteries Outside China for the First Time, Accelerating Local Production in Indonesia
1. 1. Key Points of the Partnership
2. 2. Improving Local Content Requirement (LCR)
Related Context and Background
Conclusion

まとめ

今回の投資は、単なる電池の購入にとどまらず、「資源大国インドネシアにおける製造基盤の確立」を意味します。CATLという強力なパートナーの技術力と、インドネシアの豊富な資源、そしてトヨタの量産技術が組み合わさることで、東南アジアにおける電動車の普及に拍車がかかることが予想されます。

出典：https://36kr.jp/492961/

Toyota to Source CATL Batteries Outside China for the First Time, Accelerating Local Production in Indonesia

Toyota Motor’s Indonesian subsidiary, PT Toyota Motor Manufacturing Indonesia (TMMIN), has announced a partnership with CATL for electric vehicle (EV) related businesses. Toyota will invest approximately 12 billion yen (1.3 trillion IDR) to establish a dedicated production line within CATL’s factory.

1. Key Points of the Partnership

First Procurement Outside China: This marks the first instance of Toyota sourcing batteries directly from CATL in a region outside of China.
Timeline and Scale: The facility in West Java is scheduled to begin operations in late 2026, with an annual production capacity reaching 6.9 GWh (gigawatt-hours).
Target Vehicles: The batteries will primarily be supplied for locally manufactured hybrid electric vehicles (HEVs).

2. Improving Local Content Requirement (LCR)

Previously, Toyota imported key battery components for popular hybrid models like the “Kijang Innova” and assembled them locally. This partnership enables the production of major components within Indonesia, which is expected to significantly increase the local procurement rate.

Related Context and Background

Three critical factors help explain the strategic importance of this move:

A. Indonesia’s “Nickel Strategy”

Indonesia is a resource superpower, accounting for approximately 70% of the world’s nickel production—a primary raw material for lithium-ion batteries (NMC: Nickel-Manganese-Cobalt).

Export Ban: The Indonesian government has banned the export of raw nickel ore, mandating domestic smelting and processing to upgrade its industrial value chain.
Supply Chain Integration: Since the ternary lithium-ion batteries used by Toyota rely heavily on nickel, producing them near the resource source is highly logical from both a cost and strategic standpoint.

B. The Relationship Between Toyota and CATL

While the two companies announced a comprehensive partnership for battery supply in 2019, their collaboration has focused mainly on the Chinese market. This development in Indonesia signals Toyota’s intent to build a resilient supply chain that is not dependent on any single specific region.

C. Intensifying Competition in the Indonesian Market

Indonesia is the largest automotive market in Southeast Asia.

Toyota’s Position: Toyota remains the market leader with about a 30% share. However, companies like BYD and Wuling from China, as well as Hyundai from South Korea, are catching up rapidly using EVs as their main weapon.
Defense via Hybrids: Toyota aims to maintain its top position by centering its strategy on its strength—hybrid technology—which aligns well with the current local infrastructure.

Conclusion

This investment represents more than just a battery purchase agreement; it signifies the establishment of a manufacturing foundation within a resource-rich nation. By combining CATL’s technical expertise, Indonesia’s abundant resources, and Toyota’s mass-production technology, the adoption of electrified vehicles in Southeast Asia is expected to accelerate significantly.