Aisin Corporation · TSE:7259
Aisin — Aisin Seiki — Investor Presentation (April 2018)
14 slides from Aisin's investor presentation, Apr 27, 2018
Slide 1: Initiatives for Strengthening Competitiveness of Powertrain Business
Initiatives for Strengthening Competitiveness of Powertrain Business April 27, 2018 Yasumori Ihara, President of Aisin Seiki Co., Ltd.
Slide 2: Basic Stance of Powertrain Business Strategies
Basic Stance of Powertrain Business Strategies Initiatives to Global initiative to rise capability Increased Demands I for Automatic for the increased demands for Automatic Transmissions Transmissions Development Strategy Development strategy for improving II for Electrification lineup of electrifie
Slide 3: Global Initiative to Rise Capability for Increased Demands for Automatic Transmissions
I Initiatives to Increased Demands for Automatic Transmissions 1. Global Initiative to Rise Capability for Increased Demands for Automatic Transmissions Production volume of Automatic Production volume of each area Transmissions (incl. HVs) (incl. license production) [Units: 10 thousand 17% ◇ units
Slide 4: (1) Joint Venture with Chinese OEMs
(1) Joint Venture with Chinese OEMs We decided two Joint ventures for establishment of long-term partnership with Chinese OEMs. Joint Venture Partner Guangzhou Automobile Geely Automobile Capital 117 million USD 117 million USD Total 350 million USD 350 million USD investment Investment Aisin AW 60%
Slide 5: (2) Production of Automatic Transmission in Tangshan Aisin Gear Co., Ltd.
(2) Production of Automatic Transmission in Tangshan Aisin Gear Co., Ltd. Saving investment by utilizing the existing production base efficiently. Tangshan Aisin Gear Co., Ltd. Location Tangshan, Hebei, People's Republic of China Establishment in April 1996 Number of employees Approximately 2,200 It
Slide 6: (3) License Production in the Peugeot Citroën Group
(3) License Production in the Peugeot Citroën Group We decided the license production for the purpose of saving in investment and human resources. « Automatic Transmission Production Plan » PSA Place of Valenciennes Plant production Valenciennes (France) Items FF 6-speed Automatic France Produced Tr
Slide 7: (4) Increased Assembling Capability of AW Mizunami
(4) Increased Assembling Capability of AW Mizunami AW Mizunami Co., Ltd. [First project (determined in October 2017)] Assembly of FF 8-speed Automatic Location Mizunami, Gifu Prefecture Newly Transmission (400,000 units per line) installed Established in November 2017 Machining the Automatic Transmi
Slide 8: Development Strategy for Improving Lineup of Electrified Products
II Development Strategy for Electrification 1. Development Strategy for Improving Lineup of Electrified Products We will advance product development omnidirectionally by utilizing the technological bases which were developed for Automatic Transmission and the 2-motor HV. Status of Market Product lin
Slide 9: Initiatives for Development of 1-motor HV
2. Initiatives for Development of 1-motor HV Conventional Automatic Transmission unit 1-motor HV unit Added Motor 8-speed T/A T/A Automatic Transmission 8-speed Automatic Transmission Added Engine Abolished disconnection Torque converter clutch • Sporty drive style that provides a feeling of direct
Slide 10: Initiative for Development of eAxle
3. Initiative for Development of eAxle < Structure of eAxle > < Concept of development of the series > Highly functional performance Maximum torque: 2400 Nm Maximum generating power: 106 kW 4WD Motor Development of 4WD High Large PHV (High-efficiency water- Speed reducer capacity cooled IPM moto
Slide 11: Forecast of Global Market Trend of Powertrain
III Market Trend and Sales Targets 1. Forecast of Global Market Trend of Powertrain Progress of the CAFE standards in various countries is as Precondition planned and compliance with the standards has been achieved. (Source: Surveys by Deloitte, IHS and Aisin Seiki ) Pattern 1 (Ratio of EVs: 10%) Pa
Slide 12: Sales Plan for Powertrain Business
2. Sales Plan for Powertrain Business Steadily shifting the business structure to electrification and growing further Precondition Pattern 2 (Ratio of EVs: 20%) Launching the EV units early (10,000 units) 1,320 EV/FCV onto the market by utilizing the elemental technologies for HVs. Capturing demands
Slide 13: Powertrain Business's Sales Targets
3. Powertrain Business’s Sales Targets For the powertrain business, the production system has been established and the development strategies have been oriented. We will attain achievements steadily from now. Consolidated sales / Sales target of the powertrain business operating profit ratio (trilli
Slide 14: For a Better Tomorrow
For a Better Tomorrow “_\\ AISIN croup