Japanese Automakers Develop Rare-Earth-Free Motors Amid China Export Controls

Japanese automaker component supplier Astemo announced in October last year a new electric motor for electric vehicles that eliminates the use of rare earth elements controlled by China. The development responds to China's strengthened export controls on critical minerals. MITSUBA began mass production in 2023 of a similar iron-based motor for automotive windshield wipers, already installed in Honda Accord models. China currently holds approximately 70% of global rare earth production and 90% of refining capacity, creating supply chain vulnerabilities for the automotive industry when geopolitical tensions affect exports.

Astemo Develops Iron-Based Motor Technology

Astemo released the new motor design in October last year. The motor uses magnets with iron as the primary component, replacing the rare earth element neodymium typically used in high-power magnets. Through a specialized structural design, the iron-based motor achieves the same high output performance as traditional rare-earth motors. The company plans to combine two types of motors depending on vehicle specifications. Astemo targets practical implementation around 2030.

MITSUBA Begins Mass Production for Honda Models

MITSUBA developed an electric motor using iron as the main magnetic component and began mass production in 2023. The motor powers windshield wipers in automotive applications. Honda installed MITSUBA's iron-based motor in its Accord model line.

China Controls 70% of Global Rare Earth Production

Rare earth elements remain essential for high-tech products. China accounts for approximately 70% of global rare earth production and 90% of refining operations. This concentration creates dependencies for manufacturers when China implements export restrictions on critical minerals.

FAQ

What motor technology did Astemo announce in October last year? Astemo announced a new electric vehicle motor that uses iron-based magnets instead of rare earth neodymium. The motor achieves equivalent high output performance through specialized structural design.

When did MITSUBA begin producing iron-based motors? MITSUBA began mass production of iron-based motors in 2023 for automotive windshield wiper applications, with the motors installed in Honda Accord models.

What percentage of global rare earth production does China control? China holds approximately 70% of global rare earth production and 90% of refining capacity.