WEBINAR | 30.05 - wko.at · Time Zone China Standard Time (UTC+8) Language Mandarin, Shanghai...

WEBINAR | 30.05.2018E-MOBILITY IM REICH DER MITTE

Mit freundlicher Unterstützung von:

WEBINAR AGENDA1. China, der globale E-Mobility Leader2. E-Mobility: Challenges & Trends (Uwe Pichler-Necek, Magna Steyr)3. Services der AUSSENWIRTSCHAFT AUSTRIA 4. Q & A Session

CHINA, DER GLOBALE E-MOBILITY LEADER

3

o 2017: China neun Jahre in Folge vom Volumen her größter Automobilmarkt der Welt Æ ABER: Wachstum deutlich geringer - hat der chinesische Markt seine Kapazität ausgeschöpft?

o Reformen in der Autobranche: Fokus der chin. Regierung auf New Energy-Fahrzeuge (NEV), Steueranreize (keine Anschaffungssteuer für NEV), Zusammenwachsen von Digitalwirtschaft, künstlicher Intelligenz, E-Commerce und E-Mobility Æ China als Vorreiter im Bereich Smart-Fahrzeuge und intelligente Fahrtechnologien

o 2017: über 700.000 NEV in China verkauft

o China: 48% des weltweiten NEV-Marktes Æ größter Markt für dieses Fahrzeugsegment

o Seit 2011 ca. 200 NEV Hersteller in China – Marktvolumen seither vervierzigfacht!

KONKURRENZSITUATION I

4

NEV VERKAUF WELTWEIT NACH MARKEN (JAN BIS OKT 2017)

Rank Marke Stückzahl, Verkauf1 BYD 80.919

2 Tesla 78.139

3 BMW 74.757

4 BAIC EV 66.711

5 Nissan 45.032

6 Toyota 43.376

7 Chevrolet 42.265

8 Zhidou 37.1889 SAIC Roewe 33.286

KONKURRENZSITUATION II

5

CHINA: NEV (PKW) VERKAUF NACH HERSTELLERN 2017

Rank Marke Stückzahl, Verkauf Wachstum

1 BYD 113.669 11%2 BAIC EV 104.520 125%

3 SAIC Passenger Vehicles 44.236 123%

4 Zhidou 42.484 109%5 Zotye 36.979 -0,05%6 Chery 34.166 63%7 JMC Jiangling Motors 30.015 92%8 Changan 29.063 487%9 JAC 28.248 54%10 Geely 24.866 45%

WHAT‘S TRENDING IN CHINA?

6

Neueinsteiger

Unternehmen, die EV-Produktionslizenzen in China zuletzt erhalten haben:

o NextEV / Nioo BAIC BJEV o Changjiang EV o Qiantu Motor o Chery New Energy o etc.

Neuer Fokus

o Digitalwirtschaft (Baidu, Alibaba, Tencent) Æ neue Geschäftsmodelleo Intelligentes Fahren, Big Data, Autonomes Fahren

CHANCEN FÜR IHR UNTERNEHMEN

7

o Weiterhin großes Potential für Unternehmen aus der klassischen Kfz-Zulieferbranche: Bedarf an hochwertigen Kfz-Teilen (Kunststoffteile, Elektronik, Sensorik, Metallteile etc.)

o „Made in China 2025“ Æ moderne Automationslösungen zur Produktivitätssteigerung in der Autobranche

o Lösungen von österreichischen Technologieunternehmen bzw. F&E:1. Know-how in den Bereichen Leichtgewichtforschung, Powertrain

Optimierung, Fahrzeug Engineering und Design, Automatisierung2. Unternehmen der Informations- und Kommunikationstechnologie

E-Mobility:Challenges & TrendsUwe Pichler-Necek, Dr. techn.

1

Webinar, May 30th 2018

With contributions by Martin Rodler and Johannes Linderl

Uwe Pichler-Necek

• HTL Maschinenbau Wels• Uni Linz Mechatronik (Dr.techn.)• Since 2005 @ Magna• Since 2012 based in Shanghai, China• Current position: Technical Director,

leading Magna Steyr Engineering team in China (Shanghai, Wuhan, Shenyang)

• Current projects mainly focusing on electromobility

6/4/2018 2

Brief facts Shanghai

Area 6,340 km2

Population 24.18 Million

Time Zone China Standard Time (UTC+8)

Language Mandarin, Shanghai Dialect

Disclosure or duplication without consent is prohibited

Magna facts

6/4/2018 Disclosure or duplication without consent is prohibited 3

Organizational Structure

VEHICLE ENGINEERING & MANUFACTURING

Karl StrackePresident

COMPLETE VEHICLES

Mike BissonPresident

SEATINGEXTERIORS

Grahame BurrowPresident

BODY & CHASSIS

John FarrellPresident

BODY EXTERIORS & STRUCTURES SEATING SYSTEMS POWER & VISION

ELECTRONICS

Kelei ShenPresident

POWERTRAIN

Swamy KotagiriPresident

MECHATRONICS,MIRRORS, LIGHTING

John O’HaraPresident

Tom Skudutis Swamy Kotagiri

Don Walker Chief Executive Officer

Tom Skudutis Chief Operating Officer

Jim Tobin Chief Marketing Officer, President Magna Asia

Swamy Kotagiri Chief Technology Officer

Guenther Apfalter President Magna Europe

Mike Sinnaeve VP Operational Improvement & Quality

Chief Financial OfficerVince Galifi

Mark Dong President Magna China

March 2018

Guenther Apfalter

Global Presence

Q4 2017 5

38.9 Billion USD

2017 SALES

168,000EMPLOYEES

335 global sites

MANUFACTURING MARKET POSITION

#1North America

#3 Globally

Magna Steyr LocationsWorldwide Presence / Worldwide Network

Disclosure or duplication without consent is prohibited 6

NORTH AMERICA

1 Engineering / ProductDevelopment / Sales

Location Sunnyvale, CA

EUROPE

9 Manufacturing/ Assembly


Locations

BöblingenCoventryEtupesGrazGrevenbroichHambachHeilbronnIngolstadtMühlhausenMunichNeumarktParis

RoyeSailaufSchwäbischGmündSinabelkirchenSindelfingenTurinWeizWolfsburg

Maribor-Hoče(SOP 2019)

ASIA

2 Manufacturing/ Assembly


Locations

ChangchunPuneSeoulShanghaiShenyangShin-YokohamaWuhan

Headquarters: Graz~13,500 Employees 31 Locations

Q1 2018

6/4/2018

History


1914PUCHWERKE AG

1934 20011998STEYR-DAIMLER-PUCHFAHRZEUGTECHNIKA COMPANY OF MAGNA

1864J. & F.Werndl & Comp. STEYR

1899Österr. DAIMLERMotorenges.Wr. Neustadt

1899J. PUCH Erste SteiermärkischeFahrrad-Fabriks AG Graz

1928AUSTRO DAIMLER-PUCHWERKE AG

1926STEYR-WERKE AG

1957TORONTO CANADA

STEYR-DAIMLER-PUCH AG

ERHARD & SÖHNE1844

2005

19951990

1998

20142007 2010 2011 2016

76/4/2018

http://www.erhard.eu/de/100776/home.html

Magna Steyr – Range of Services

Flexible and global solutions customized for the OEM

Engineering Complete VehicleManufacturing Fuel Systems

From systems and modules to complete vehicle engineering World Class flexible solutions from

niche to volume production

Energy storage systems made of steel, plastic and aluminum

Disclosure or duplication without consent is prohibited 86/4/2018

3.3 Million Automobiles made in Graz


BMW X3 2003 – 2010

JeepGrand Cherokee

ZG/WG/WJ1994 – 2004

Mercedes-BenzE-Class

1996 – 2002

Mercedes-BenzM-Class

1999 – 2002

Chrysler Voyager

2002 – 2007

Mercedes-Benz E-Class

2003 – 2006

Saab 93 Cabrio

2003 – 2009

Jeep Grand Cherokee WH

2005 – 2010

Chrysler 300 C

2005 – 2010

in Production

Mercedes-Benz G-Class

since 1979

AudiV8L

1990 – 1994

VW Transporter T3 4x4

1984 – 1992

VWGolf Country1990 – 1991

Voiturette1906

Alpenwagen1919

Puch500 / 650 / 700c / 126

1957 – 1975

Haflinger 1959 – 1974

Pinzgauer1971 – 2000

Jaguar I-PACE

from 2018

Peugeot RCZ

2010 – 2015

Jeep Commander2006 – 2010

Aston Martin Rapide

2010 – 2012

Mercedes-BenzSLS Painted

Aluminum Body2009 – 2014

MINI Countryman2010 – 2016

MINI Paceman

2012 – 2016

BMW 5 Series

since 2017

Jaguar E-PACE

since 2017

in Production in Production

Magna Steyr Engineering Center China

6/4/2018 Magna Steyr EC China Disclosure or duplication without consent is prohibited 10

• 3 Locations: Shanghai, Wuhan, Shenyang• Headcount: ~320• Capabilities:

– Vehicle Engineering with focus on EV– Manufacturing Engineering– Component Testing– Cubing

E-Mobility: Challenges & Trends


Global trends

“Car ofthe Future”

Automotive IndustryTrends 2025+

Mega Trends2030

Electrification

Autonomous Driving

New Mobility

Connectivity


“Car Of The Future” as part of the global market

13

COMBUSTION ENGINE

ELECTRIFIED

PERSONAL OWNED

SHARED

HUMAN DRIVEN

AUTOMATED DRIVEN

Est. market share in 2030

~20%

6/4/2018 Disclosure or duplication without consent is prohibited


“Car Of The Future”

Electrification Autonomous Driving New MobilityConnectivity

End Consumers Legislation

What is driving Electrification?

Global Challenges for different Regions

• Improved vehicle performance• Zero emission driving• Incentives and operating cost• Improved fuel / energy economy

• Regional fleet emission• Zero emission standards (NEV, ZEV)• Further tail pipe emission• Net upstream emission• Penalties

Driv

ers

• Purchase price• Energy consumption by real driving conditions• Availability of charging infrastructure• Driving range

• Invest in infrastructure• Limited subsidies for incentives • Reduced income for fuel taxes• Inconsistent government strategies

Res

trai

nts

Until 2025 the legislation is mainly driving the Electrification of Powertrain – especially in China6/4/2018 Disclosure or duplication without consent is prohibited 15

-37%

119

75

-38%

149

93

-35%

211

137

Engine/Transmission Improvement Aerodynamic/Roll. Resistance Vehicle Weight Reduction Powertrain Electrification

-38%

151

93

2016 EST.

**estimated (published range 68-75)*US Standards converted to g/km and normalized to NEDC ***Converted from proposed CAFC 4 l/100 km to g CO2/km

211 g/km

CO2 Emission Legislation Driving Change Efficiency & Sustainability

16

2025 Target 107 g/km*

Est. Combined Fleet Avg. 180 g/km*

151 g/kmUS CO2

USA EU CHINA

2016 EST. 119 g/km

2025 Target 75 g/km**

EU CO2

2016 EST. 149 g/km

2025 Target 93 g/km***

CHINA CO2


China NEV Push: Key driver is policy


NEV = New Energy Vehicle (=BEV, PHEV, FCV)China specific term

China NEV Push:New NEV manufacturers


Qinghai

Hainan

Sichuan

Tianjin

Guangdong

Fujian

Jiangsu

Shandong

Liaoning

Jilin

Shan’xi Henan

Hubei

Hunan

Yunnan

Heilongjiang

Inner Mongolia

Hebei Shanxi

Ningxia

Gansu

Tibet

Xinjiang

Anhui

Zhejiang

Jiangxi

Guizhou

Guangxi

Beijing

Wangxiang, Hangzhou

Min’An, HuaiAn

Car & Home, Changzhou

LeEco, Huzhou

Zhidou, Ningbo, Lanzhou

Changjiang, Hangzhou

Qiantu(CH-Auto), Suzhou

BJEV, Beijing, Qingdao, Changzhou

Chery NEV, Wuhu

Next EV Wuhan

Jinkang Chongqing

Received manufacturing license already

JMC NEV, Nanchang

FMC Nanjing

NEVS/ICONIQ, Tianjin

YUDO NEV, Putian

Zhiche, Tongling

WM, Wenzhou

Beiqi Jiaqing Chongqing

Xiaopeng zhaoqing

Suda Sanmenxia

Green wheel, Foshan

Hozon Auto, Huzhou

Guoneng NEV, Ganzhou

JAC-VW Hefei

Global EV & xHEV market in 2017


Global xEV market: Actuals & forecast


Source: IHS Automotive Alt. Propulsion Forecast 09/2017

60

70

100

90

120

110

80

50

40

30

20

10

0

2016

2015

2014

2029

2028

2027

2026

2019

2018

2017

2013

2012

2011

2010

2025

2024

2023

2022

2021

2020

Mill

ion

50

40

30

20

10

0

2029

2028

2027

2026

2013

2012

2011

2010

2019

2018

2017

2016

2015

2014

2025

2024

2023

2022

2021

2020

xEV ICE Battery electric

Full HybridPlug-In Hybrid

Mild Hybrid

Fuel Cell

Mill

ion

Fuel Cell Battery ElectricPlug In Hybrid

Full HybridMild Hybrid

• Synthetic fuels (E-fuels) from renewable Energy

• Mild Hybrid (12 – 48 V) will be “standard” feature

• Additional xEV comfort functions: e.g. wireless charging

• Infrastructure for EV charging and hydrogen refueling

Technology forecast

>50 mio.xEV

Overview Electrified Powertrain


ICE

EM

BATT

ICE

EM

BATT

FUELCELL

Propulsion Power

Electricityto the

drivetrain

Micro

ICE

EM

BATT

ICE

EM

BATT

EM

BATT

EM

BATT

EM

BATT

Mild Full PHEV REEV EV FCEV

REX

EnergyInput

VCU

Vehicle CAN Bus (High Speed)

EV System CAN Bus (High Speed)

ABS/ESPMMIClimate ControlBody ControlShift Lever

BMU ACDC DCAC DCDC HV-PTC HV-Compressor DC-Link

BEV: Main systems & components


E–Motor, Inverter, Gearbox

Energy Storage System (HV battery)VCU

DC/DC

Climate Compressor

Wireless Charging Pad

HVDU

PWT Communication

System & Diagnostics

HV-Wiring

AC/DC-Charge Charger (AC/DC)HV-PTC

Challenge HV battery

• Major challenges: Low energy density of Li-Ion batteries (~0.2 kWh/kg in 2020) in comparison to gasoline (12.8 kWh/kg) and battery priceÆ 64kg battery has same energy content as 1kg gasolineÆ HV battery is major contributor to vehicle weight, required package space as well as to vehicle material cost

• New vehicle architectures allow bigger battery sizes with less complex shapes


Modified ICE platformVW e-Golf (24kWh battery)

New EV platformTesla Model S (90kWh battery)

New EV platformChevrolet Bolt

Challenge HV battery:HV battery pack price outlook (EU price base)


Technical Challenges of HV integration


Thermal ManagementBattery ePWT

Vehicle

Safety Concept for Complete

Vehicle Geometric Integration Body Requirements

Diagnosis

Service & Maintenance

CostLifetime

Durability Availability

Operation Strategy

HV ElectricsRecyclingRe-usage

EMC

Energy consumption: x kWh/100km

Advantage for fleetconsumption

Weight / Package

Range

Technology of components / systems

Costs

Functionality optimization- Charging- Coasting- Regenerative braking- Aircondition- Cooling- Driving

Balancing of goals in BEVs


Shift of complexity & value add in BEVs


~400 parts~400 parts

ICE EV

ICE EV

Complexity

Value addedBody Body

E-motor~ 1.400 parts ~200 parts

ICE EV

ICE EV

Complexity

Value addedICE Engine

~1000 parts ~180 parts

ICE EV

ICE EV

Complexity

Value addedTransmission

(8-speed automatic)Transmission

(1 or 2-step gear unit)

~900 parts~50 parts

ICE EV

ICE EV

Complexity

Value addedFuel tank HV Battery

~3300 parts~3000 parts

ICE EV

ICE EV

Complexity

Value added

Electric /Electronic

Electric /Electronic + High Voltage


Car Of The Future


Autonomous Driving Roadmap Active & Passive Safety

29ERTRAC / European Road Transport Research Advisory Council6/4/2018 Disclosure or duplication without consent is prohibited

The Vision Zero: Born From Today’s Situation

30

Vision of zero accidents is a major

driver for development of AD & ADAS technologies

Global Status Report on Road Safety 2015 (WHO)


Safety: What is needed to achieve zero fatalities?


Safety must be seen from a holistic viewpoint to address Vision Zero.

Active Safety Passive Safety

e.g. ensure HV safety in BEVs

6/4/2018 Disclosure or duplication without consent is prohibited 32Source: https://www.researchgate.net/publication/279765559

Key sensor technologies for AD / ADAS

New Electrics/Electronics Architectures


ADAS functions and autonomous driving will require a transformation in thearchitecture of automobile control system. Higher computing power, increasedconnectivity and increased levels of safety and security are required.


Car Of The Future


6/4/2018 35

Connectivity

Connectivity: Car2X


Car2X technologies enable vehicles to automatically pass along messages regardingroad conditions, traffic flow, and obstacles before these appear in the driver's visualrange. Vehicles receive signals from intelligent road signs.

Source: https://www.mobility.siemens.com/mobility/global/SiteCollectionDocuments/en/road-solutions/urban/trends/siemens-vehicle-to-x-communication-technology-infographic.pdf;https://www.researchgate.net/publication/279765559

https://www.mobility.siemens.com/mobility/global/SiteCollectionDocuments/en/road-solutions/urban/trends/siemens-vehicle-to-x-communication-technology-infographic.pdf

6/4/2018 37

Connectivity ecosystem: Major players

Source: Red Chalk Group; http://www.redchalk.com/industry/automotive/connected-cars-what-can-i-do-while-i-wait-for-my-self-driving-car-to-arrive-full/

All major Chinese technology and

internet companies are

already involved in activities in automotive space, e.g. Alibaba‘s

cooperation with SAIC

http://www.redchalk.com/industry/automotive/connected-cars-what-can-i-do-while-i-wait-for-my-self-driving-car-to-arrive-full/


Car Of The Future


Transformation of Transportation


MEGATRENDS TRANSPORTATION

Today’s Business ModelsPersonally owned and driven vehicles

~ $1.00/mile

UtilizationMiles Driven

MOBILITY

New Business ModelsSmart, cleaner and safer mobility

~ $0.20/mile

39Source: Morgan Stanley, “Shared Economy”6/4/2018


New Mobility Ecosystem

Fundamentally a new ecosystem:• New mobility is more than just the vehicle

• Different modes of transport have to be fused into an integrated mobility solution

• Automation creates new businessmodels

• Increased demand for connectivity and reliability

• Fewer auto related accidents and fatalities

• Data monetization opportunities

• China will be very likely leading market to implement such a new mobility ecosystem

406/4/2018

Car Sharing Car Hailing Mobility Apps

MappingElectrification ConnectivityAutonomy

Private Use

EMERGING ECOSYSTEM

Thank you for your attention!

Disclosure or duplication without consent is prohibited 416/4/2018

Über Ihre Fragen freuen wir uns!

Uwe Pichler-NecekMagna Steyr Automotive Technology (Shanghai) Ltd.T +86 21 6165 1468E [email protected] magnasteyr.com

mailto:[email protected]

http://www.magnasteyr.com/

VERANSTALTUNGEN - AUTOMOTIVE

9

AUSTRIA SHOWCASE “ELECT! ELECTRIFY YOUR FUTURE”8.-10.10.2018 | Stuttgart | Deutschland

ZUKUNFTSREISE “FUTURE OF E-MOBILITY IN CHINA UND KOREA”15. - 17. Oktober 2018 - Peking | Nanjing | Shanghai17. – 20. Oktober 2018 - Seoul | Gwangju | Daegu

ZUKUNFTSREISE “AUTONOMES FAHREN”28.-29.11.2018 | Zürich | Schweiz

GRUPPENAUSSTELLUNG AUTOMOTIVE MEETINGS QUERÉTARO 201919. – 21.02.2019 | Querétaro | Mexico

GRUPPENAUSSTELLUNG 2019 – AUTO SHANGHAI21. – 28.04.2019 | Shanghai | China

ALLE UNSERE AUTOMOTIVE-VERANSTALTUNGEN FINDEN SIE AUCH AUF: www.wko.at/service/aussenwirtschaft/automotive-veranstaltungen-zur-branche.html

Über Ihre Fragen freuen wir uns!

Mag. Eric SavoyeBranchenmanager Industry / Machinery / MaterialsAutomotiveT +43 5 90 900 3727E [email protected] wko.at/aussenwirtschaft

Lisa Kronreif, MSc.Die österr. Wirtschaftsdelegierte Stv.AußenwirtschaftsCenter Shanghai

Kevin HuSenior Marketing Officer, AutomotiveAußenwirtschaftsCenter ShanghaiT +86 (21) 6289 7123E [email protected] wko.at/aussenwirtschaft/cn


http://wko.at/aussenwirtschaft


http://wko.at/aussenwirtschaft

WEBINAR | 30.05 - wko.at · Time Zone China Standard Time (UTC+8) Language Mandarin, Shanghai...

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