Subaru announced recently they will have three new EVs for U.S. customers by 2025 and 2026. New incoming Subaru President and CEO Atsushi Osaki said they will roll out three new all-electric crossovers by the end of 2026, a jump from the single nameplate, the 2023 Subaru Solterra, in its current portfolio.
Under the ramped-up EV plan, Subaru Corporation will add a dedicated EV assembly line at its Oizumi plant in Japan as early as 2027, with a capacity for 200,000 vehicles a year.
Before the new plant is built, Subaru says it will complement an EV assembly line at the nearby Yajima plant, delivering capacity for 200,000 EVs a year from around 2026. Combined, the two new manufacturing lines will enable output of 400,000 EVs a year from 2028, Subaru said.
Subaru's distinct advantage will be its newly-developed EV batteries. Subaru said it would source the electric EV batteries for the new vehicles through its alliance with partner Toyota Motor which owns 20 percent of Subaru Corporation. But Subaru will build its EVs themselves and will not rely on Toyota to manufacture them like they do the Solterra EV.
Subaru will have access to Toyota technology. Subaru will tap into Toyota's extensive resources for its new battery technology that will have 900 miles of range or more, according to a report from Automotive News (by subscription).
Here is what Subaru will have available thanks to its partner Toyota Motor.
The report says, "In an effort to quell growing concerns among investors and environmentalists that Toyota lags behind in the global EV race, company executives this week poured out a cornucopia of goodies for its not-to-distant EV future." The report says Toyota is working on a new-generation lithium-ion battery that will be available in 2026 with more than 600 miles of range. After that technology is introduced, Toyota will have a bipolar lithium iron phosphate battery from 2026 to 2027 with a 40 percent reduction in cost.
The new technology will also be available to Subaru. The report says there will be available an advanced bipolar lithium iron phosphate battery from 2027 to 2028 with another further 10 percent increase in range.
A solid-state battery is coming from 2027 to 2028, with a 20 percent increase in range over the next-generation lithium-ion battery. An advanced solid-state battery after 2028 with be available with a 50 percent range boost over the next-generation lithium-ion battery, says the report.
In an interview with Automotive News recently, the new Subaru of America President and COO was asked how Subaru retailers are positioned now and over the next few years, especially for electric vehicles. "With the announcement that incoming Subaru CEO Atsushi Osaki announced three future EVs joining the Solterra in our lineup in 2025 and 2026, our product lineup has never been more full or robust in the company's history.
We are going to be busy launching a lot of new car lines. You've got to have a product, you've got to have a new product, and you've got to have a great product to succeed in this business, and we're going to have that in spades over the next three years."
When asked about the 2023 Subaru Solterra launch, Walters says, "We had a modest and slower launch for the Solterra, but that's been OK. We put that car out there with fairly modest expectations.
Still, at the same time, we also launched it nationally, partly because this was an exercise we wanted to undertake with that car line to learn how to sell electric vehicles.
When you don't have that knowledge, and you're starting from a fresh sheet of paper, there is a lot to learn because as we get closer to the 2025-26 calendar years, the expectations will ramp up quickly."
When Toyota increased its stake in Subaru from 16.83 percent to 20 percent in February 2020, it changed the EV landscape. Subaru and Toyota believe this increased stake will help them build better automobiles for their customers. Subaru said, "In this once-in-a-century period of profound transformation (to EVS), by strengthening our bonds and aligning capabilities, we aim to make ever-better cars, better than what either company has been able to achieve thus far."
The profound changes are coming as Subaru collaborates with Toyota to develop three new all-electric all-wheel-drive vehicles using Toyota's advanced battery technology for release by 2025 to 2026.
Subaru Corporation will produce the all-new EVs at its factories, and Toyota's battery technology will move Subaru's all-wheel-drive vehicles to the front in the EV race as they will have 900 miles of range or more. Stay tuned.
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Denis Flierl has invested over 30 years in the automotive industry in a consulting role working with every major car brand. He is an accredited member of the Rocky Mountain Automotive Press. Check out Subaru Report, where he covers the Japanese automaker's models. More stories can be found on the Torque News Subaru page. Follow Denis on Facebook, Twitter, and Instagram. Subaru Report - We’ve got you covered! Check back tomorrow for more unique, informative SUBARU news, reviews, and previews you can trust. Leave your comments below, share the article with friends, and tweet it out to your followers! Photo credit: Subaru USA