Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor Company — J.P. Morgan Virtual Automotive Conference 2021
15 slides from Ford Mtr Co Del's conference presentation, Aug 11, 2021
Slide 1: Hau Thai-Tang, J.P. Morgan Auto Conference
Hau Thai-Tang Chief Product Platform and Operations Officer J.P. Morgan Auto Conference August 11, 2021
Slide 2: Disruptive Technology Allows Us to Leverage Foundational Strengths to Build New Capabilities
Disruptive Technology Allows Us to Leverage Foundational Strengths to Build New Capabilities – Enriching Customer Experiences and Deepening Loyalty. CUSTOMER EXPERIENCE FOUNDATIONAL ENHANCED EXPANDED TAM STRENGTHS CAPABILITIES & VALUE CREATION Iconic Electric Integrated Hardware Nameplates and Softw
Slide 3: Winning Plan To Lead In Electrification
Winning Plan To Lead In Electrification 1 2 3 4 5 Icons In Key Volume / Modern Tech Fit-for-Purpose Fully Competitive Highly Flexible Profit Segments Stack Unrivaled In Architectures / Multiple Battery Costs / Scale Manufacturing Expertise Scale Cell Technologies And Suppliers 3
Slide 4: Over-The-Air Updates
Over-The-Air Updates Delivering New Capabilities And Services Without Changing Hardware 150K+ Vehicles Sent Over-the-Air Updates To Date Power Ups Minimal Customer Interruption 33M Connected Vehicles By 2028 Adequate Memory Capacity For Seamless Firmware Updates 4
Slide 5: Enterprise Connectivity
Enterprise Connectivity ~2.7M Monthly Active FordPass Activation Rates As High As 97% And Lincoln Way Users On Latest Connected Vehicles 80 -100 Terabytes Of Data $50M Efficiency Gains In Exchanged Monthly With Our Connected F-150 And Connected Vehicles Across Mustang Mach-E YTD North America 271M C
Slide 6: New Products Winning With Customers
New Products Winning With Customers 125K Orders To Date 78K Reservations To Date 120K Reservations To Date Targeting younger, enthusiastic, 70% of customers new to Ford 77% of customers new to Ford diverse customers Launched June 2021 Launching September 2021 Launching 2022 6
Slide 7: 7
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Slide 8: Appendix
Appendix
Slide 9: Electrification
Electrification $30B+ Electrifying In Cumulative Investment To Iconic Nameplates Electrify Vehicles By 2025 40% Ultimate Goal Ford Global EV Product Mix By 2030 BEV + Holistic Ecosystem Including Services > ICE Profitability Today Achieve Equal Or Higher Market Share In Same High-volume Segments And
Slide 10: Battery Highlights
Battery Highlights Ford Ion Park IonBoost+ Solid Power Battery Center Of Highest Energy Density Of Excellence; confirmed location All Solid-state Battery Any Cell Of Its Type Romulus, Michigan IonBoostPro Higher Efficiency And Range Better Value And Enhanced Safety Cell Technology For Ideal For Larg
Slide 11: 240 GWh Of Battery Cell Capacity Globally By The End Of The Decade
240 GWh Of Battery Cell Capacity Globally By The End Of The Decade 140 GWh In North America; Remaining GWh Split Between Europe, China 11
Slide 12: Battery Pack Cost Forecast
Battery Pack Cost Forecast $100 kWh $80 kWh 12
Slide 13: New BEV Flexible Architecture For Large Trucks And Utilities
New BEV Flexible Architecture For Large Trucks And Utilities RWD / AWD 13
Slide 14: Projected U.S. Electrification
Projected U.S. Electrification 33% 70% Full-size Pickup Segment Fully Full-size Bus And Van Industry Fully Electric By 2030 Electric By 2030 800,000 300,000 Vehicles Annually Vehicles Annually 14
Slide 15: Blue Oval Intelligence
Blue Oval Intelligence • Sensing Hardware • Memory • On-board Computers • Power Distribution • Vehicle Electrical Architecture • Cloud And Edge Networks • Software Architecture Centralized Processing Center Next-gen Electrical Architecture 15
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