Traton Se · XETR:8TRA
Traton — Investor Day (September 2018)
20 slides from Traton's investor day presentation, Sep 20, 2018
Slide 1: Research & Development
RESEARCH & DEVELOPMENT ANDERS NIELSEN, CTO TRATON GROUP| 20-SEP-2018
Slide 2: Disclaimer
DISCLAIMER The following presentation contains forward-looking statements and information on the business development of TRATON. These statements and information may be spoken or written and can be recognized by terms such as “expects”, “anticipates”, “intends”, “plans”, “believes”, “seeks”, “estima
Slide 3: Creating a Global Champion
CREATING A GLOBAL CHAMPION 1 GLOBAL CHAMPION 2 GROWTH 3 PROFITABILITY AND SYNERGIES 4 EXECUTION 3
Slide 4: New technologies are addressing inefficiencies in the increasing transport ecosystem
NEW TECHNOLOGIES ARE ADDRESSING INEFFICIENCIES IN THE INCREASING TRANSPORT ECOSYSTEM, INDICATING SUBSTANTIAL OPTIMIZATION POTENTIAL Commercial vehicles ~7% of road in motion less than accidents 30% of the time ~60% of total length available for additional load involve trucks ~5-10% of fuel energy us
Slide 5: Global Engineering Community
Fully consolidated companies ~7000 R&D employees GLOBAL ENGINEERING COMMUNITY Associates1 Strategic partner2 5 1 Associates are Navistar and Sinotruk, in which TRATON has a minority equity stake (Navistar c. 17%, Sinotruk 25% +1 share) 2 Strategic partner is Hino, with whom TRATON has entered into a
Slide 6: Tangible synergies within engineering and product development
TANGIBLE SYNERGIES WITHIN ENGINEERING AND PRODUCT DEVELOPMENT 1 Joint powertrain 2 Modularization and components 3 New technologies 6
Slide 7: Lead engineering in joint powertrain platform
LEAD ENGINEERING IN JOINT POWERTRAIN PLATFORM Time to market State of the art product properties Higher resource efficiency and lower product cost Aftertreatment 15-16l system 11-13l Axles 5-9l Transmission 7
Slide 8: One example of joint powertrain
ONE EXAMPLE OF JOINT POWERTRAIN Common Base 13l Engine (CBE) – our jointly developed HD powertrain platform • More than 50% Brake Thermal Efficiency • Globally ready for future emission legislations • Expected to be installed in >50% of alliance´s HD trucks1 per year from 2025 onwards 1 Roll-out acr
Slide 9: Modularization and components
MODULARIZATION AND COMPONENTS What is the objective? Several waves launched Urea tanks We want to drive synergies for the • Wave 1: Potential opportunities of ~10 % in brands with maintained or improved Urea tanks, batteries … product cost savings customer value by • Wave 2: • Harmonization of produ
Slide 10: Modularization and components
MODULARIZATION AND COMPONENTS Common Layout Team working with: Customer need – GTW, rolling resistance, start/stop frequency, topography etc. Well balanced performance steps – derived from the customer needs Standardized interfaces – modular kit with clear interfaces Global organization from all bra
Slide 11: We are driving the disruptive trends
WE ARE DRIVING THE DISRUPTIVE TRENDS 11
Slide 12: What the future might look like
WHAT THE FUTURE MIGHT LOOK LIKE V2V and V2X communication Efficiency of entire ecosystem Open, manufacturer-independent and cloud-based platform Improve profitability and competitiveness 12
Slide 13: More than 450k connected TRATON vehicles on the road today
MORE THAN 450K CONNECTED TRATON VEHICLES ON THE ROAD TODAY TRATON has a strong position in connected fleet ... ... strengthened by several investments and partnerships with innovative technology companies approx. 450k connected vehicles Navistar's OnCommand Connection expected to join group solution
Slide 14: We are driving the disruptive trends
WE ARE DRIVING THE DISRUPTIVE TRENDS 14
Slide 15: What the future might look like
WHAT THE FUTURE MIGHT LOOK LIKE 15
Slide 16: Electrification roadmap
ELECTRIFICATION ROADMAP TEST FLEETS TODAY 2020+ eTruck PHEV Truck BEV buses Pantograph Truck Avoiding double work – Common development Drivetrains Central, Mild hybrids, High Speed Motors, eAxles E-Delivery Energy storage Energy optimized, Power optimized Charging Various other test fleets Rail on r
Slide 17: We are driving the disruptive trends
WE ARE DRIVING THE DISRUPTIVE TRENDS 17
Slide 18: What the future might look like
WHAT THE FUTURE MIGHT LOOK LIKE 18
Slide 19: Autonomous driving roadmap
AUTONOMOUS DRIVING ROADMAP TEST FLEETS TODAY 2020+ 2025+ Construction Signaling Vehicle Avoiding double work – Common development ADC Autonomous ADAS Domain Controller Mining Vehicle Sensor platform Radar sensors, cameras, lidars, automation architecture Platooning A9 Functions DB Schenker Traffic J
Slide 20: Common conventional powertrain; common future technology platform - ACE
Common conventional Powertrain Common future technology platform - ACE 20