Renault Sa · EURONEXT:RNO
Renault Sa — Technical Presentation (October 2020)
36 slides from Renault Sa's technical presentation, Oct 16, 2020
Slide 1: CMF-EV & E-TECH
CMF-EV E-TECH INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 1
Slide 2: Disclaimer
Disclaimer Information contained within this document may contain forward looking statements. Although the Company considers that such information and statements are based on reasonable assumptions taken on the date of this report, due to their nature, they can be risky and uncertain (as described i
Slide 3: Agenda
Agenda 01 CMF-EV Jean-Paul Drai Engineering Director of Electric Vehicles Projects 02 E-TECH Grégoire Ginet Powertrain Marketing Director 03 Questions & Answers INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 3
Slide 4: CMF-EV
01 CMF-EV Jean-Paul Drai Engineering Director of Electric Vehicles Projects INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 4
Slide 5: CMF-EV: New modular electric platform
CMF-EV New modular electric platform INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 5
Slide 6: A 3D Scalable Platform
A 3D Scalable Platform INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 6
Slide 7: A 3D Scalable Platform
A 3D Scalable Platform Low-drive and SUV compatible INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 7
Slide 8: New Chassis for Dynamic Driving Pleasure
New Chassis for Dynamic Driving Pleasure The platform can receive a 2WD transmission or a 4WD transmission INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 8
Slide 9: Powertrain
Powertrain New Electric Powertrain 160 kW / 300 Nm New Charging System AC 7 kW / 22 kW DC 130 kW INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 9
Slide 10: Engine Compartment
Engine Compartment -30% vs. ICE Compact engine compartment INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 10
Slide 11: Air Conditioning Optimization
Air Conditioning Optimization Air conditioning system integrated in the engine compartment INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 11
Slide 12: Flat Modular Battery Pack
Flat Modular Battery Pack Integration of the battery pack as a structural element: weight improvement INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 12
Slide 13: Thin Battery Pack
Thin Battery Pack Flat floor: increased roominess INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 13
Slide 14: Extended Wheelbase for Better Cabin Roominess
Extended Wheelbase for Better Cabin Roominess Extended wheelbase, short overhangs INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 14
Slide 15: Lower Vehicle for Better Aerodynamics
Lower Vehicle for Better Aerodynamics Thin battery pack = lower seat implantation for low drive vehicle INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 15
Slide 16: Improved Roominess Thanks to Innovative CMF-EV Packaging
Improved Roominess Thanks to Innovative CMF-EV Packaging Improved roominess compared to traditionnal architectures INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 16
Slide 17: First Vehicle: Megane eVision
First Vehicle: Megane eVision INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 17
Slide 18: Cost Improvement – Alliance Benefits
Cost Improvement – Alliance Benefits NEW ALLIANCE PLATFORM, DEDICATED TO EV • -40% R&D Entry Ticket • -30% Manufacturing cost NEW ALLIANCE E-MOTOR GENERATION • -20% cost vs current • 100% shared e-components NEW BATTERY PACKS, FOR THE ALLIANCE NEEDS • - 30% in $/kWh at pack level (2016-22) 18 1 18 I
Slide 19: Innovative Alliance Organization
Innovative Alliance Organization ▪ Leader-follower approach ▪ Innovative Alliance one team organization to reduce development cost ▪ Franco-Japanese team in Nissan Technical Center Atsugi 19 INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 19
Slide 20: E-TECH
02 E-TECH Grégoire Ginet Powertrain Marketing Director INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 20
Slide 21: A Context of Global Change
A CONTEXT OF GLOBAL CHANGE HEALTH CLIMATE Short-term local impact Long-term global impact New regulations Local restrictions Tax incentives & CAFE Low emission areas INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 21
Slide 22: Green Sensitivity: Customer Expectations & Usages
CUSTOMERS EXPECTATIONS & USAGES WILL DRIVE THEIR CHOICES OF TECHNOLOGY EMOTIONAL ALWAYS EV EV 100% convinced, I switch I can handle to the new world Plug limited Capacity autonomy & GREEN SENSITIVITY Purchasing ELECTRIC power I want the best of the ON DEMAND PHEV 2 worlds I need flexibility I can’t
Slide 23: E-TECH Hybrids: A Unique Experience
E-TECH HYBRIDS: A UNIQUE EXPERIENCE MEETING CORE CUSTOMERS EXPECTATIONS Ingenious innovation based on strong assets, fitted in our best selling cars with strong & clear benefits Fuel Electric saving DRIVING PLEASURE REINVENTED range ~ 400 V One petrol engine At the heart of customers expectations 39
Slide 24: Electrification: Context & Main Stakes
ELECTRIFICATION: CONTEXT & MAIN STAKES Electrification is key to answer market/customer expectations, and to achieve CAFE target Source IPSOS France Barometer 08-2019 Personal Car MTP Europe May 2020 Renault projection Hybrid preference have emerged largely and represent now Fast volume increase of
Slide 25: CAFE by Type of Motorization
CAFE BY TYPE OF MOTORIZATION The importance of electrified cars ▪ Electrified vehicles make it possible to reduce significantly CO2 emissions ▪ Example of Renault B-segment (in NEDC values) : Average CO2 level CAFE Impact ELECTRIC VEHICLE 0g +++ RECHARGEABLE HYBRID 34 g ++ HYBRID 83 g + DIESEL 100 g
Slide 26: Our E-TECH Lineup
OUR E-TECH LINEUP INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 26
Slide 27: E-TECH: Hybrid Excellence Built on Strong Foundations
E-TECH: HYBRID EXCELLENCE BUILT ON STRONG FOUNDATIONS INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 27
Slide 28: Powertrain / Applications / 150 Patents
1 POWERTRAIN / 2 APPLICATIONS 150 PATENTS Electric motor 2 High voltage starter & generator Electric motor 1 High power E-motor INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 28
Slide 29: High Efficiency Gearbox
High efficiency gearbox INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 29
Slide 30: 4 Cylinders 1.6 L Efficient Naturally Aspirated Engine
4 cylinders 1.6 L Efficient natural aspirated gasoline engine INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 30
Slide 31: Modular Technology: 2 Applications, HEV & PHEV
MODULAR TECHNOLOGY: 2 APPLICATIONS → HEV & PHEV Battery : 1.2 kWh Battery : 9.8 kWh HEV: 140 hp PHEV: 160 hp Nb: the batteries units are sold with the car. They are eligible to Renault recycle ecosystem and delivered with 8 years Warranty / 160 000 km INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 202
Slide 32: Renault Clio E-TECH Hybrid and Captur E-TECH Plug-in Hybrid
Renault CLIO E-TECH Hybrid Renault CAPTUR E-TECH Plug-in Hybrid A full electric driving up to 80% of the time in the 1st Plug-in Hybrid in B segment city, with auto-charging Autonomy electric up to 65 km (city) & 50 km (combined) - WLTP Up to 40% savings on city consumption Electric driving up to 13
Slide 33: You Can Charge Everywhere
YOU CAN CHARGE EVERYWHERE 2.4 kW 3.7 kW 7.4 kW 5h00 3h00 3h00 INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 33
Slide 34: Very Positive First Press Feedback
VERY POSITIVE FIRST PRESS FEEDBACK « Renault Clio :Excited, technological and saving » Al Volante.it « Renault Clio, Mégane and Captur with extraordinary hybrid drive » Heise Online «Renault makes a beautiful copy. Its sense of innovation pushed it towards a new technology -the result is convincing»
Slide 35: Hybrid Launch at a Glance
HYBRID LAUNCH AT A GLANCE The E-TECH technology is priced in and prized by customers Price Cost Clio E-TECH +1,100€ (+4.5%) +5,700€ (+20%) 2021e: pricing = cost Vs Tce 130 EDC Vs Tce 155 EDC 2022e: pricing > cost Orders Hybrid Order Mix in Sept 20 Mix 16% 18% 31% INVESTOR RELATIONS – CMF-EV & E-TECH
Slide 36: Questions & Answers
03 Questions & Answers INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 36
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