Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor Company — F-150 Advanced Materials Conference Call (March 2015)
35 slides from Ford Mtr Co Del's conference presentation, Mar 12, 2015
Slide 1: F-150 Advanced Materials Conference Call
Slide 2: Doug Scott
DOUG SCOTT GROUP MARKETING MANAGER, FORD TRUCK
Slide 3: 38 Years Ford F-Series America's Best Selling Truck
Slide 4: Innovation Mindset
INNOVATION MINDSET Challenge Custom and Question Tradition Take Nothing Take Risks for Granted Move Fast and Go Further Ride the Constantly Innovate Technology Curve Focus on the Consumer Experience INNOVATIVE MINDSET – IN EVERY PART OF OUR BUSINESS
Slide 5: Slide 5
Slide 6: Toughest Smartest Most Capable F-150 Ever
TOUGHEST SMARTEST MOST CAPABLE F-150 EVER
Slide 7: Towing, Payload, Fuel Efficiency
BEST-IN-CLASS TOWING UP TO 12,200 LBS BEST-IN-CLASS PAYLOAD UP TO 3,300 LBS MOST FUEL-EFFICIENT F-150 EVER UP TO 26 MPG
Slide 8: Awards and Accolades
AWARDS AND ACCOLADES
Slide 9: Launch Status
LAUNCH STATUS Dearborn • Plant changeover complete • Full-scale vehicle production – Three Crews • Shipping all output to customers Kansas City • Plant changeover complete • Job 1 Ceremony – This Friday: March 13, 2015 • Adds 8-foot cargo box and heavy payload package production to meet volume fleet
Slide 10: Sales Momentum
SALES MOMENTUM • Strong retail demand! 2015 F-150 was Ford’s fastest turning vehicle on dealer lots in February • Averaging just 18 days-to-turn on dealer lots – more than four times faster than the overall half-ton pickup segment • We have not begun to ship F-150 to our fleet customers in any large
Slide 11: High-Strength Steel / Aluminum Alloy
HIGH-STRENGTH STEEL (FRAME) HIGH-STRENGTH, MILITARY-GRADE, ALUMINUM ALLOY (CAB, BOX AND FRONT END)
Slide 12: Selected Three of Our Toughest Customers
2011 SELECTED THREE OF OUR TOUGHEST CUSTOMERS DIFFERENT GEOGRAPHIES – TERRAINS – INDUSTRIES
Slide 13: Base Curb Weight and Payload
5500 LBS BASE CURB WEIGHT 5000 LBS BASE CURB WEIGHT + 1500 LBS PAYLOAD + 2000 LBS PAYLOAD 7000 LBS GVWR 7000 LBS GVWR
Slide 14: Increased Power-to-Weight Ratio
INCREASED POWER-TO-WEIGHT RATIO ON EVERY NEW ENGINE CONFIGURATION ENGINE TORQUE DIVIDED BY VEHICLE WEIGHT POWER-TO-WEIGHT RATIO 5-16% IMPROVEMENT
Slide 15: Weight Savings
WEIGHT SAVINGS BEST-IN-CLASS TOWING BEST-IN-CLASS PAYLOAD IMPROVED HANDLING FASTER ACCELERATION BETTER BRAKING MORE CUSTOMER PRODUCTIVITY UP TO 29% BETTER FUEL ECONOMY RATINGS
Slide 16: The Power of Choice
THE POWER OF CHOICE THE RIGHT ENGINE FOR EVERY CUSTOMER 3.5L V6 Ti-VCT 2.7L V6 ECOBOOST VALUE AND LOWEST MID-RANGE V8 PERFORMANCE WITH OPERATING COST MAXIMUM EFFICIENCY 5.0L V8 Ti-VCT 3.5L V6 ECOBOOST CONVENTIONAL POWER AND PERFORMANCE IDEAL MAXIMUM CAPABILITY FOR FREQUENT HEAVY TOWING WITHOUT SACRI
Slide 17: Smarter Class-Exclusive Technologies
SMARTER 11 CLASS-EXCLUSIVE TECHNOLOGIES MOST PATENTED TRUCK IN FORD HISTORY 360º Camera System Adaptive Cruise Control Active Park Assist LED Headlamps and Sideview Mirror Spotlights Smart Trailer Tow Module Twin-Turbocharged, Direct-Injection EcoBoost Gas Engine Technology Remote Release Tailgate B
Slide 18: F-150 Residual Value
ALG 36m. Residual Value Trend - March/April Reporting Period - 100.0 $30,000 950 $26,325 90.0 $25,000 $23,400. 850 $19,200 $20,000 $18,250 $16,625 $15,000 = 3 € & & 36 month Residual Value ($) $10,000 2009 (Mar/Apr) 2010 (Mar/Apr) 2011 (Mar/Apr) 2012 (Mar/Apr) 2013 (Mar/Apr) 2014 (Mar/Apr) 2015 (Mar
Slide 19: What's Next?
WHAT’S NEXT?
Slide 20: Toughest Smartest Most Capable F-150 Ever
TOUGHEST SMARTEST MOST CAPABLE F-150 EVER
Slide 21: Pete Friedman
PETE FRIEDMAN Senior Technical Leader for Body Construction Research, Ford Research and Advanced Engineering
Slide 22: Slide 22
Slide 23: Taurus BIW
1992 TAURUS BIW
Slide 24: Aluminum Body Structure History
1992 1995 1997 1999 2001 2002 2014 2015 TAURUS LINCOLN TC F-150 LINCOLN LS ALUMINUM FORD GT EXPEDITION F-150 SUV CONTOUR BIW JAGUAR X179 BIW
Slide 25: Body Weight Saving Target – 40%
BODY WEIGHT SAVING TARGET – 40% X0 PROTOTYPE X1 PROTOTYPE WEIGHT SAVINGS – 36% WEIGHT SAVINGS – 40% F-150 WEIGHT SAVINGS – 45%
Slide 26: Material Strength
MATERIAL STRENGTH 1992 AIV SABLE 2015 F-150 BODY STRUCTURE BODY STRUCTURE STEEL SERIES 6000 STEEL 8% 6% 4% SERIES 6000 SERIES 5000 PFHT 12% 26% SERIES 5000 SERIES 6000 90% 54%
Slide 27: Increased Material Formability
INCREASED MATERIAL FORMABILITY
Slide 28: Aluminum and Steel Material Grades
5XXX 6XXX-T81 6XXX-T82 6XXX-T81 EXTRUSION 6XXX-T82 EXTRUSION STEEL
Slide 29: Closed Loop Recycling
CLOSED LOOP RECYCLING
Slide 30: George Sharp
GEORGE SHARP Executive Director, Ford Investor Relations
Slide 31: Manufacturing
MANUFACTURING • Approximately 2,700 Jobs Added for F-150 Production Since 2014 Due To: o Increased capacity to meet strong demand o Segment-first content, from 360 degree camera system to BoxLink o Insourcing of jobs from suppliers to control output and protect intellectual capital • 900 at Kansas C
Slide 32: Toughest Smartest Most Capable F-150 Ever
TOUGHEST SMARTEST MOST CAPABLE F-150 EVER #2015F150
Slide 33: One Ford
ONE FORD ONE TEAM e ONE PLAN e ONE GOAL
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Slide 35: Slide 35
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