Kawasaki's Industrial Schizophrenia: How KHI Ditched the Cash Cow, Bet Billions on Hydrogen, and Pivoted from Ninja Bikes to Surgical Robots
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Kawasaki's Industrial Schizophrenia: How KHI Ditched the Cash Cow, Bet Billions on Hydrogen, and Pivoted from Ninja Bikes to Surgical Robots
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Kawasaki's Industrial (7012) Schizophrenia: How KHI Ditched the Cash Cow, Bet Billions on Hydrogen, and Pivoted from Ninja Bikes to Surgical Robots.
Kawasaki Heavy Industries is far more than a motorcycle maker—it’s a vast conglomerate spanning railways, submarines, aerospace, and robotics. During the pandemic, while its aerospace division suffered heavy losses, the motorcycle business provided crucial stability. After major setbacks in its U.S. rail operations, the company is rebuilding and now betting big on a national-scale hydrogen energy supply chain. Its “hinotori” surgical robot is rapidly expanding, but recent scandals in submarine repair and marine engine divisions exposed deep-rooted compliance issues. Kawasaki now stands at a crossroads, repairing its past while betting boldly on its future.