The panorama of automotive sector is about to undergo one of the most important transformations of recent decades. The Japanese giants Honda y Nissan They work in a possible merger to adapt to the rapid changes that the global market is experiencing, especially in the field of Power Plants. This union could mark a before and after in the competition against great rivals such as Tesla or Chinese firms, and would make Japan an even more relevant player in the world industry.
With a alliance that would include Mitsubishi, another major Japanese company in which Nissan has a 24% stake, the result would be an automotive group capable of selling more than 7,4 million vehicles annually. According to preliminary calculations, the new group would be valued at more than 50.000 millones de euros, becoming the third largest vehicle manufacturer globally, behind Toyota y Volkswagen.
Nissan and Honda in a context of competitive pressure…
The Increasing difficulties in the development of electric vehicles have led Honda and Nissan to take drastic measures. The reality is that both manufacturers have lost ground to Chinese brands such as BYD and other international rivals that dominate this booming market. The figures are revealing: in China, a key market for the electrical sector, Japanese manufacturers face a constant decline in its market share.
BYD, for example, leads sales with a volume that even exceeds that of Tesla. To make matters worse, the financial results have not been encouraging. Nissan, in particular, suffered a significant setback, recording a 93,5% drop in profits during the first half of the Japanese fiscal year. Given this situation, Both companies have chosen to strengthen ties with the aim of optimizing resources and reduce their costs in research and development, production and logistics.
What advantages can the merger bring?
The merger between Honda and Nissan would allow for better integration of efforts in key areas such as electrification and technological innovation. Both companies have confirmed that they are focusing their talks on the joint development of batteries, electrical systems and autonomous driving software. These technologies are essential to compete in a sector where Power Plants are rapidly gaining prominence.
In addition, the creation of a joint holding company would facilitate a significant cost reduction. From the platform standardization Through the optimization of supply chains, the collaboration would allow both brands to be more competitive in terms of price and profitability. Knowledge sharing would also be crucial, as Honda could benefit from Nissan's experience in electric vehicles while developing more advanced hybrids.
Closer ties with Mitsubishi
One of the most interesting aspects of the possible merger is the Mitsubishi Motors entrance. This brand, which already works in partnership with Nissan, could be integrated into the new company, giving rise to an even more solid conglomerate. According to several media, Mitsubishi continues to play an important role in the electrification and expansion plans of the resulting entity. However, The decision to enter it would not be taken until the end of January next year 2025....
On the other hand, Renault, which currently owns 35,7% of Nissan, is also following these negotiations very closely. Although the French company has already expressed its intention to reduce its shareholding, it remains interested in maintaining cooperation with Nissan and, potentially, with the future merged entity. This shows that The movements surrounding this alliance have implications not only in Asia, but also in Europe and America.
Deadlines and obstacles
As reported, the roadmap for this merger calls for negotiations to culminate in a formal agreement in June 2025If all goes according to plan, the final integration would take place in 2026. During this time, shareholders and regulators will have to analyze and approve the terms of the merger.
However, not everything is rosy. Representatives from Honda and Nissan have been cautious in warning that The possibility that this merger will not materialize remains a reality.Honda CEO Toshihiro Mibe stressed that negotiations are in their initial stages and that the final outcome will have to be seen in a future report.
In addition, external factors such as the growth of Chinese manufacturers and possible changes in the international regulations could make the path to consolidation difficultAt the same time, Nissan must overcome the burden left by its recent financial and management crises, as well as regain the confidence of its shareholders after several years of mediocre results.
The competition is very strong and leaves no room for error. ToyotaEg continues to demonstrate strong leadership thanks to its commitment to the hybrid and its alliances with Japanese firms such as Mazda and Subaru. These moves reinforce its dominance in Japan and other key markets.
If Honda, Nissan and eventually Mitsubishi can overcome these obstacles, it would be one of the biggest restructurings in the history of the automotive sector. The industry is experiencing a period of accelerated changes, and this collaboration could redefine not only the landscape in Japan, but also in the rest of the world.
Images | Nissan – Honda