Valeo Se · EURONEXT:FR
Valeo — HSBC Future Transport Week webinar 2021
15 slides from Valeo's conference presentation, Mar 22, 2021
Slide 1: Electrification: a key pillar of our growth
VALEO Electrification : a key pillar of our growth HSBC MARCH 22nd, 2021 VALEO RESERVED March 2021 |
Slide 2: Market
MARKET VALEO RESERVED March 2021 | 2
Slide 3: Electrification is now.. and no longer an option
ELECTRIFICATION IS NOW.. AND NO LONGER AN OPTION Reason #1 Reason #2 CO2 REGULATION DIESEL ban in cities BIG CITY pressure to clean-up inner city air pollutions Reason #3 Reason #4 Countries BAN all thermal engines CHINA wants to take leadership NEV (BEV + PHEV) targets VALEO RESERVED March 2021 | 3
Slide 4: The 2020-2030 decade will see a massive shift
The 2020-2030 decade will see a massive shift By 2030, 68% of WW cars produced will be electrified Vehicles < 6 Tons Conventional 12+12V 2019 2025 2030 48V HEV FHEV PHEV 9% 42% 68% BEV 3% 2% 91,4M 93,3M 104,4M vehicles vehicles vehicles 3% 4% In 2030, 48V and BEV will take highest share of electrifi
Slide 5: Technology also will experience a fundamental shift
Technology also will experience a fundamental shift ELECTRIFICATION IS A FUNDAMENTAL CONVENTIONAL INCREASING ELECTRIFICATION TECHNOLOGICAL SHIFT MILD HYBRID FULL HYBRID PLUG-IN HYBRID ELECTRIC On-Board 48V / HV Charger DCDC 48V 48V /HV Generator eMotor 48V 48V /HV HV Engine Full e-drive Gearbox 48V
Slide 6: Car architectures are completely redesigned
Car architectures are completely redesigned Air grille e-powertrain Cooling shutter module Inverter (HW+SW) HVAC with High voltage electric heaters E-Compressor Charger & DCDC Battery coolers battery Motor and chiller transmission Heat Pump system VALEO RESERVED Battery composite March 2021 | 6 casi
Slide 7: But no one size fits all. Different uses, different solutions
But no “one size fits all”. Different uses, different solutions LOW VOLTAGE (12V & 48V) HIGH VOLTAGE (60V+) Small Electric Light Electric Mild hybrid Hybrid Plug-In Hybrid Full Electric Zero emission zone Zero emission zone 4 to 6%* CO2 benefits Up to 15%* CO2 Up to 70%* CO2 Zero CO2 emission on WLT
Slide 8: Valeo Solutions
VALEO SOLUTIONS VALEO RESERVED March 2021 | 8
Slide 9: We transform totally our product portfolio: 48V
We transform totally out product portfolio : 48V Fully re-usable platforms SOP 2021 Full powertrains All motors All electronics All softwares Thermal systems in production VALEO RESERVED March 2021 | 9
Slide 10: 2020-2022: Valeo 48V into 60 vehicles
Our 48V customer portfolio 2020 - 2022 : VALEO 48V INTO 60 VEHICLES 40% market share = Worldwide leader 2021… VALEO RESERVED March 2021 | 10
Slide 11: We transform totally our product portfolio: 400-800V
We transform totally out product portfolio: 400-800V Fully re-usable platforms Full powertrains in production All motors All electronics All softwares in production Full thermal system A/C compressors Battery cooler in production Heat pumps Electric Heaters VALEO RESERVED HIGH VOLTAGE ELECTRICAL Mar
Slide 12: 2020-2023: Valeo HV into 90 vehicles
Our high voltage customer portfolio 2020 - 2023 : VALEO HV INTO 90 VEHICLES DS7 Crossback Renault Megane 40% market share = Worldwide leader Renault Master ZE BJEV ARCFOX Peugeot 3008 Range Rover Evoque BMW 5.30e Opel GrandLand X Tesla M3 BMW 3.30e LEV TX5 BAIC C10 Volvo XC40 Tata Nexon GAC Trumpchi
Slide 13: But also... Last Mile delivery
But also … Last Mile delivery e-Delivery Droïds e-City Truck e-City cars e-Moped e-4 Wheeler e-Rickshaw e-Bike VALEO RESERVED March 2021 | 13
Slide 14: Some key figures about electrification at Valeo
Some key figures about electrification at VALEO > 5000 Engineers worldwide > 3000 Granted patents > 2,000,000 lines of code In our softwares > 35 sites In 15 countries And it’s just a start !... VALEO RESERVED March 2021 | 14
Slide 15: Smart technology for smarter mobility
Valeo SMART TECHNOLOGY FOR SMARTER MOBILITY