Nissan Motor Co., Ltd. announced an ambitious new business plan called “The Arc” aimed at increasing value and increasing competitiveness across its global operations. This comprehensive strategy includes a range of initiatives focused on product innovation, electrification, engineering, manufacturing, technology implementation and strategic partnerships to grow global sales and improve profitability. It contains.
'The Arc' is positioned as a vital link between Nissan's previous business transformation plan, known as Nissan NEXT, and its long-term vision, Nissan Ambition 2030, setting Nissan's trajectory over the next decade and beyond. is designed to guide you.
Nissan President and CEO Makoto Uchida expressed confidence in the plan's ability to guide the company toward sustainable growth amid evolving market dynamics, saying, “The Arc plan is our future.'' It shows us the way.” This demonstrates our continued progress and ability to successfully navigate changing market conditions. This plan will enable us to drive value and competitiveness even faster. ”
Main components
Key elements of 'The Arc' include a strong product offensive, accelerating electrification efforts, strategic regional initiatives, increasing EV competitiveness, embracing new technologies and ensuring resilient performance. Includes financial discipline.
Product innovation, electrification
The company aims to strengthen its product lineup by introducing 30 new models over the next three years, including 16 electric vehicles and 14 internal combustion engine (ICE) vehicles. The company plans to launch a total of 34 electric models by 2030, with electric vehicles expected to account for 40% of global sales by 2026 and 60% by the end of 2010.
regional strategy
In key regions such as the Americas, China, Japan, and Europe, Nissa will invest $200 million in unified customer experience in the United States (compared to FY2026 and FY2023).
- US and Canada: Seven all-new models launched
- U.S.: Renovated 78% of Nissan brand passenger car lineup and introduced e-POWER and plug-in hybrid models
China:
- 73% of Nissan brand models have been renewed and eight new energy vehicles (NEVs), including four Nissan brand models, have been launched.
- Aiming for sales of 1 million units, an increase of 200,000 units, in 2026
- Vehicle exports will begin in 2025. Aiming for 100,000 units level
- Continue to optimize production capacity in collaboration with local partners
Japan:
- 80% of passenger car model lineup renewed, launching 5 completely new models
- Achieved 70% electrification rate for passenger car lineup
- Aiming for 600,000 units in 2026, an increase of 90,000 units (compared to 2023)
Africa, Middle East, India, Europe, Oceania:
- Wide area sales increase by 300,000 units (compared to FY2026 and FY2023)
- Europe: Launch of 6 all-new models. Achieved 40% EV passenger car sales ratio
- Middle East: Five all-new SUVs launched
- India: Introducing 3 new models and becoming an export base at the 100,000-unit level
- Oceania: Launch of 1-ton pickup vehicle and introduction of C crossover EV
- Africa: Launch of two new SUVs and expand A-segment ICE vehicles
Japanese OEMs aim to make electric vehicles more affordable and profitable through innovative development and manufacturing approaches. By leveraging modular manufacturing, group sourcing and battery innovation, the company plans to reduce the cost of next-generation EVs by 30% and achieve cost parity with ICE models by 2030.
New technologies, strategic partnerships
“The Arc” also includes efforts to accelerate the development of vehicle intelligence technology, enhance battery capabilities and leverage strategic partnerships to drive global growth and innovation.
Underpinning this plan is a commitment to financial discipline, ensuring stable investment ratios and positive free cash flow while maintaining a healthy net cash position throughout the plan period.
Nissan is confident that The Arc will not only strengthen its competitiveness, but also pave the way for sustainable profitability and lay a solid foundation for realizing its long-term vision, Nissan Ambition 2030. .
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