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Sony Honda Mobility Cancels Afeela EVs as Honda’s EV Pivot Pulls Support

Honda’s March 12 strategy shift removed the platform SHM needed to build the car.

Overview

  • Sony Honda Mobility, which announced Wednesday it would discontinue the Afeela 1 sedan and a planned SUV, will issue full refunds to California reservation holders.
  • The decision follows Honda’s March 12 overhaul and up to ¥2.5 trillion writedown that canceled the 0 Series and withdrew the e:Architecture platform the venture relied on.
  • The Afeela 1 had targeted late‑2026 deliveries in California at about $89,900, with trial builds already underway at Honda’s East Liberty plant in Ohio.
  • Sony and Honda said the shutdown will not materially affect their financial forecasts, and the joint venture’s future is now under review with both parents.
  • SHM’s asset‑light plan depended on Honda’s platforms and factories, so once those assets were pulled the venture had no vehicle to carry Sony’s software, sensors, and PlayStation features.