Schaeffler Ag · XETR:SHA0
Schaeffler — CES - 17th Annual J.P. Morgan Auto Tech Conference 2019
21 slides from Schaeffler's conference presentation, Jan 8, 2019
Slide 1: Deep-dive E-Mobility
Deep-dive E-Mobility Dr. Jochen Schröder President Business Division E-Mobility January 8, 2019 CES - 17th Annual J.P. Morgan Auto Tech Conference Las Vegas
Slide 2: Automotive OEM – At a Glance
Automotive OEM at a glance Automotive OEM – At a Glance Sales and EBIT margin3) Sales by business division3) in EUR mn 18% 5% E-Mobility Chassis Systems 31% Engine 47% Transmission 8,991 Systems Systems 64%4) 8,525 Sales FY2017: EUR 8,991 mn Sales split by customer mix 2016 2017 2018e 2018 Guidance
Slide 3: Challenging environment – Dynamic Automotive Market
Automotive OEM at a glance Challenging environment – Dynamic Automotive Market Vehicle test cycle Electrification Paradigm shift in Vehicle registration Macroeconomic technology leading to a difficulties due to the environment and risks transformation of the new WLTP-cycle industry Trade environment
Slide 4: Product portfolio – Broad drivetrain know-how
Automotive OEM at a glance Product portfolio – Broad drivetrain know-how Engine systems 31% of Automotive OEM sales in 2017 Transmission systems 47% of Automotive OEM sales in 2017 E-Mobility Chassis systems 5% 18% of Automotive OEM sales in 2017 of Automotive OEM sales in 2017 4 January 8, 2019 17t
Slide 5: Mobility for Tomorrow – Our E-Mobility Strategy
Deep-dive E-Mobility Mobility for Tomorrow – Our E-Mobility Strategy ICE HEV EV Vision Powertrain Electrified Drivetrain Portfolio Global vehicle production [in mn units] 117 110 70% 102 12% 90 30% 4% 11% 33% 40% 95% 86% 55% 30% 2017 2020 e 2025 e 2030 e Source: IHS and Schaeffler Assumptions / Valu
Slide 6: Powertrain Scenario – More than just assumptions
Deep-dive E-Mobility Powertrain Scenario – More than just assumptions Balancing the scale – No regulatory impact ICE HEV EV CO2 Emissions EU 20171) 118,5 g/km The average fuel efficiency of Today’s target with no petrol cars has been constant Petrol significant impact on in the last two years Dies
Slide 7: Powertrain Scenario – Hybrid Technology will become key to achieve regulatory equilibrium
Deep-dive E-Mobility Powertrain Scenario – Hybrid Technology will become key to achieve regulatory equilibrium Balancing the scale – ICE optimization at its limit ICE HEV EV CO2 Emissions EU 20252) Key assumptions: Electrification Fuel efficiency of petrol & diesel cars remains accelerates PHEV/BE
Slide 8: Powertrain Scenario – Cost per CO2 reduction is key factor for successful business
Deep-dive E-Mobility Powertrain Scenario – Cost per CO2 reduction is key factor for successful business Cost per CO2 g/km reduction1) ICE HEV EV Key aspects 120 Hybrid share becomes major lever for OEM to balance CO2 scale 100 Penalties Threshold € € € Strong future potential with 48 V P2 80 arc
Slide 9: Mobility for Tomorrow – Our E-Mobility Strategy
Deep-dive E-Mobility Mobility for Tomorrow – Our E-Mobility Strategy ICE HEV EV Vision Powertrain E-Mobility Pyramid Global vehicle production [in mn units] 117 System Understanding 110 70% 102 12% 90 30% 4% 11% Mechatronic Systems 33% 40% 95% 86% Mechanical Systems 55% 30% Components 2017 2020 e 20
Slide 10: Mobility for Tomorrow – Our E-Mobility Strategy
Deep-dive E-Mobility Mobility for Tomorrow – Our E-Mobility Strategy ICE HEV EV Vision Powertrain E-Mobility Production Roadmap Global vehicle production [in mn units] 117 4 110 70% 102 12% 1 90 30% 4% 11% 1 33% 3 40% 2 95% 86% 2017 2018 2019 2020 2021 2022 55% Hybrid Module Gen.2 and 2-speed E-Ax
Slide 11: E-Axle Transmissions & Systems: Variants & Portfolio Roadmap
Deep-dive E-Mobility E-Axle Transmissions & Systems: Variants & Portfolio Roadmap 1 2-Speed Axle Transmission 1-speed Axle Transmission E-Axle Systems for HEV applications, with integrated gear based on Schaeffler Lightweight Differential based on high power density transmission actuation and based
Slide 12: E-Axle Transmissions & Systems: Variants & Portfolio Roadmap
Deep-dive E-Mobility E-Axle Transmissions & Systems: Variants & Portfolio Roadmap 1 i 11 i 19 i 15 12 January 8, 2019 17th Annual J.P. Morgan Auto Tech Conference – Schaeffler AG
Slide 13: E-Axle Modular Construction Kit
Deep-dive E-Mobility E-Axle Modular Construction Kit Modular design kit for different T/M ratios 2-speed solutions possible Basics: ▪ Schaeffler Light Weight Differential in combination with Torque Vectoring units can be added planetary gear set and spur gear stage ▪ Optional additional functions: p
Slide 14: Schaeffler is supplier for the new Audi eTron front & rear axle transmission!
Deep-dive E-Mobility Schaeffler is supplier for the new Audi eTron front & rear axle transmission! 1 Weight related torque density of electric car transmissions Front Axle Transmission with integrated Torque density Parking Lock Actuator [Nm/kg] Q6 etron 200 16 kg: 230 Nm/kg 100 Model S 90D 20 kg: 1
Slide 15: P2 Hybrid Modules: Variants & Portfolio Roadmap
Deep-dive E-Mobility P2 Hybrid Modules: Variants & Portfolio Roadmap 2 Generation 2 Generation 3 Generation 4 highly integrated Hybrid Modules for Mild-, integration of Start-up element to further integration of power electronics to further Full- and Plugin Hybrid applications reduce required design
Slide 16: P2 High Voltage Hybrid Module with integrated torque converter
Deep-dive E-Mobility P2 High Voltage Hybrid Module with integrated torque inverter 2 Top facts of P2 HV Hybrid Module with integrated torque converter: ▪ High E-motor constant power up to 70 kW with active oil cooling at rotor and stator ▪ ICE torque up to 600 Nm; TC input to 700 Nm ▪ Compact design
Slide 17: Multi Drive – simplified yet innovative Hybrid Transmission concept
Deep-dive E-Mobility Multi Drive – simplified yet innovative Hybrid Transmission concept 3 Power Electronics Technology: ▪ Highly simplified & innovative transmission concept for Full- & Plugin-Hybrid applications based on two electric machines combined with Schaeffler clutches, actuation and E-Moto
Slide 18: Schaeffler to acquire Elmotec Statomat
Deep-dive E-Mobility Schaeffler to acquire Elmotec Statomat 4 About Elmotec Statomat E-Mobility ▪ Elmotec is a pioneer in the production of stator manufacturing machines and world's largest supplier of machines for the production of stators for electric motors, alternators and generators ▪ The headq
Slide 19: Elmotec Statomat Acquisition – Closing the technology gap for mass production
4 E-Motor Strategie Elmotec Statomat Acquisition – Closing the technology gap for mass production 4 Stator Manufacturing Processes in series production at Schaeffler today Rotor Manufacturing Processes prototyping machines available at Schaeffler ext. supplier technology as of today Production Techn
Slide 20: E-Motor portfolio
Deep-dive E-Mobility E-Motor portfolio 4 Dedicated Hybrid Transmission P2 Hybrid Modul 400V/800V E-motor HV-Terminal for Coil winding & joining EM1/EM2 machine EM1 EM2 ► Highly simplified & innovative transmission ► Schaeffler P2 Hybrid E-Motor in single tooth ► High traction power concept for Full-
Slide 21: Thank You!
Thank You! E-Mobility - a Business Division of the Schaeffler Group Dr. Jochen Schröder 08.01.2019
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