Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor Company — Goldman Sachs Global Automotive Conference 2020
21 slides from Ford Mtr Co Del's conference presentation, Dec 4, 2020
Slide 1: Goldman Sachs Global Automotive Conference
Goldman Sachs Global Automotive Conference Hau Thai-Tang Chief Product Platform and Operations Officer Jeff Zelenick Associate Director, Investor Relations December 4, 2020
Slide 2: The Plan
The Plan We Must: Turn around automotive operations, compete like a challenger Treat customers like family Create must-have products and services Simplify everything Modernize everywhere Care for each other We Will: Capitalize on our strengths Disrupt ourselves Partner for expertise and efficiency L
Slide 3: Drive Growth, Improve Execution, Speed Transformation
Drive Growth, Improve Execution, Speed Transformation Turnaround Automotive Improve quality Reduce costs Accelerate restructuring of underperforming businesses Modernize and simplify Growth Levers – Disrupt Ourselves Allocate more capital, resources and talent to strongest businesses and vehicle fra
Slide 4: Compete Like A Challenger
Turn Around Automotive Operations, Compete Like A Challenger 4
Slide 5: Create Must-Have Products And Services
Create Must-Have Products And Services 55
Slide 6: Capitalize On Our Strengths
Capitalize On Our Strengths 66
Slide 7: Modernize Everywhere
Modernize Everywhere New, high-tech, carbon neutral manufacturing home at the historic Rouge Complex ($700M investment) for the all-new, all-electric F-150, coming mid-2022 7
Slide 8: Lead The Electrification Revolution
Lead The Electrification Revolution Over $11.5B global investment in electrification through 2022 – now oriented to BEV; NA BEV footprint spans 4 plants to support our highest volume products 8
Slide 9: Industrial Platform Group
Industrial Platform Group Enhancing Our Ability To Design, Engineer And Bring To Market World-class Connected Vehicles Product Embedded Development Connectivity World-Class Enterprise Product Purchasing Line Management Connected Vehicles Research & Advanced Advanced Manufacturing Engineering 9
Slide 10: Improve Quality To Increase Margins And Customer Satisfaction
Improve Quality To Increase Margins And Customer Satisfaction Design/Engineering Suppliers Manufacturing Added new tools and people in plants and Reorganized Global Supplier Technical Added incremental resources dealerships for early detection and Assistance to establish dedicated NA dedicated to ma
Slide 11: The Industry's Most Exciting Lineup
The Industry’s Most Exciting Lineup MUSTANG BRONCO F-150 BRONCO MACH-E SPORT F-Series: #1 pickup globally Access to largest charging Iconic name plate returning after 24 years network in North America Best-selling pickup in the U.S. 3 all-new models including first-ever Bronco Sport and Bronco 4-doo
Slide 12: Driving Down Material Costs On Current And Future Products
Driving Down Material Costs On Current And Future Products Reduce Incremental Design Cost Human-Centered Product Decision Third Party Benchmarking Leverage Analytical Modeling Eliminate “What Matters Least” Best Cost At Launch Reduce Complexity/Leverage Scale Connected Vehicle Data 12
Slide 13: Data Drives Better Insights Into Features Customers Use And Value
Data Drives Better Insights Into Features Customers Use And Value Passive Entry/Lock Feature Usage Per Trip/Interaction Removed Passive Entry/Lock Feature From 89% 90% 88% 88% Rear Door Handles Based On Customer Usage Data 84% 30% 31% 28% 26% 22% 23% 23%23% 18% 14% 14% 15% 8% 9% 9% 5% 4% 4% 2% 0% N/
Slide 14: Material Cost
Material Cost Trend Begins To Reverse By 2021 2016 – 2020 Material Cost increased due to product spending that delivered a refreshed average showroom age (from 5 years to 3 years) 2021 – 2025 Material Cost reductions are delivered as benefits from modular catalogue and flexible architectures are rea
Slide 15: Flexible Architectures Drive Investment Efficiency
Flexible Architectures Drive Investment Efficiency 30% Flexible Architecture 47% Enables Significant Investment Savings 75% 68% In Follow-On Programs Focus Escape Corsair Bronco Sport White Space Note: Includes Capital Facilities & Tooling, Engineering and Facilities & Tooling expense. Excludes laun
Slide 16: The All-Electric Ford E-Transit
THE ALL-ELECTRIC FORD E-TRANSIT CHARGING FORWARD 16
Slide 17: Transforming Our Business Model
Transforming Our Business Model Transactional To Lifecycle Relationship With Commercial Customers Choice + Convenience + Value Tailored product solutions with Ford and aftermarket accessories, and easier upfitter adaptations to meet customer requirements Ford Commercial Services solutions to enhance
Slide 18: Enabling A Better Customer Experience Through Technology
Enabling A Better Customer Experience Through Technology A Combination Of Hardware, Software And Services Inside and Outside Of The Vehicle To Enable Customer Experiences Experiential Cloud & Edge Software Applications Software Platform and O/S Foundational Hardware Platform 18
Slide 19: Q&A
Q&A 19
Slide 20: Cautionary Note On Forward-Looking Statements
Cautionary Note On Forward-Looking Statements Statements included or incorporated by reference herein may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on expectations, forecasts, and assumptio
Slide 21: Product Notes
Product Notes F-150 XLT (shown on Slide 11) • Max towing on F-150 SuperCab 8’ box and SuperCrew 4x2 with available 3.5L EcoBoost, Max Trailer Tow Pkg. Max towing varies based on cargo, vehicle configuration, accessories and number of passengers. Towing and payload are independent attributes and may
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