日经独家：丰田拟到2030财年将非新车销售（价值链业务）营业利润提高约40%至3万亿日元，但该目标管理层已在5月业绩会披露

NAGOYA, Japan -- Toyota Motor hopes to increase operating profit from sources other than new-car sales, such as software updates and vehicle leasing, by about 40% to reach 3 trillion yen ($19.2 billion) in fiscal 2030, Nikkei has learned.
By generating profit from the 150 million Toyotas already on the road worldwide, the Japanese automaker aims to shift away from a business model that ties earnings strongly to the number of new cars sold.
Globally, the number of software-defined vehicles (SDVs), whose performance is enhanced through software updates, is expected to expand. Services provided after new-car delivery, such as adding features for safer driving and in-car entertainment, will become crucial to growth for automakers.
Toyota handles systems that support safe driving using wireless communication, sales financing for leased vehicles and sales of parts such as tires and car navigation systems. Profits from these services are referred to as "value chain revenue." This already generates operating profit of roughly 2.1 trillion yen. Plans call for increasing this figure by about 150 billion yen per year through 2030.
Operating profit of 3 trillion yen from areas other than new-vehicle sales would be equivalent to about 80% of Toyota's consolidated operating profit for the year ended March.
Toyota debuted a paid service that lets users change the functions of the GR Yaris and GR Corolla sports cars via a smartphone app, such as adding a cooling function for the electronic control system when it overheats. The RAV4 sport utility vehicle, launched at the end of 2025, is equipped with Toyota's Arene proprietary software platform. The automaker intends to expand SDV offerings.
Toyota also will broaden its spare parts business globally. Having opened a warehouse in Belgium, the company has created a structure that lets it supply parts from 16 regional hub warehouses to 50 countries. In Italy and eastern Europe, where the average car ownership period is 15 years, Toyota plans to promote its spare parts supply capabilities.
As part of the value chain business, Toyota also is focusing on used-car sales. One program lets customers add safety features such as obstacle detection when buying used cars. Affiliated dealerships will offer lower prices by simplifying the interior cleaning process of used cars. Toyota aims to increase annual domestic used-car sales to 550,000 units by 2030 from around 350,000 now.
Toyota's large sales volume represents the backbone of the automaker's ability to expand its value chain business. Global sales reached 10.53 million units in 2025, higher than Volkswagen's 8.98 million units and Hyundai Motor's 7.27 million. The Japanese company also sells more than double the numbers of major electric vehicle companies such as China's BYD and Tesla of the U.S.
"We will maintain our current growth pace through increasing the number of vehicles in operation and expanding regionally and nationally," Executive Vice President Yoichi Miyazaki said regarding value chain revenue.
Kohei Takahashi, an analyst at UBS Securities, praised the approach.
"Toyota is expanding its earnings by increasing profits after selling new cars. This is a major difference between Toyota and Chinese companies," Takahashi said.