Autonews Ibm Truck 2020 Webinar Presentation 11-13-2009

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Truck 2020: Transcending Turbulence Thank you for participating and completing the online survey… results and answers to webinar questions at:

http://truck2020.blogspot.com Also, keep following study related posts at http://twitter.com/kalgyimesi

Welcome

Peter Brown Associate Publisher And Editorial Director Automotive News

Sanjay Rishi Vice President and Global Automotive Industry Leader IBM Global Business Services

Sanjay Rishi / IBM Global Automotive Leader Calstart HTUF / October 28, 2009

Truck 2020: Transcending Turbulence

© 2009 IBM Corporation

Interviews included the entire trucking value chain, multi-modal operators, industry regulators and associations Truck OEMs

Truck Suppliers

Value Chain

Group Lenormand

Chongqing Heavy Vehicle Group

Fleets

Bus OEMs

Regulators

Associations

Others

© 2009 IBM Corporation

Our interviews were global and comprehensive

Interviews by Region EBRIC 16% Japan 20%

Interviews by Industry Segment Others 18%

US/Canada 39% Western Europe 25%

 91 executive interviews completed  13 countries  Emerging countries accounted for 16%: Eastern Europe, Brazil, Russia, India and China

Value Chain 13% Fleets 9%

OEMs 35%

Suppliers 25%

 60% - OEMs and suppliers  8 of the top 10 OEMs, that includes over 85% of total volume  Other interviews include; regulators, dealers/bodybuilders and multi-modal operators © 2009 IBM Corporation

By 2020, there will be radical changes in the pressures facing truck executives compared to the issues they are addressing today What are the most important external forces impacting the industry Today and in 2020? 71% Technology

70%

Progress

61% 54% Globalization

Sustainability

48% 45%

48% Concerns

36% Urban Development

“Our business will change drastically as the basics of our economics and ecology is radically altered” –European Truck OEM

32% 28% Economic Stability 25% Government Influences 22% Corporate Social

Responsibility 15%, 15% 12%

2009

9%

2020

Global Labor Force

Increasing Trends Decreasing Trends © 2009 IBM Corporation

The impact of the current economic crisis will subside, but could have longer implications for those who have failed to invest Economic Stability Truck production volume has seen the largest decreases on record over the last 8 months

70%

Executives largely agree that these events will abate over time and the industry will focus on growth for the future…

28% … but, there may be residual effect from the economy. Companies deferring investment leave themselves at risk when growth resumes 2009

2020

© 2009 IBM Corporation

The monumental changes facing the industry require truck producers to navigate the road ahead carefully

Globalization efforts will be a force through the decade… …as the vehicle’s Brand is increasingly commoditized… …but embracing technology will be a clear path forward… …while new markets, partnerships and focus to service offers growth

This transition requires a new enterprise and different workforce © 2009 IBM Corporation

While the surge toward globalization is building, the path and speed of that transformation is less certain What are the most important external forces impacting the industry Today and in 2020?

Globalization 55%

54%

48%

“Suppliers and Auto OEMs are successful because they embraced globalization. Truck OEMs need to do this urgently” –Japanese Truck OEM

31% Truck 2020

“There are too many differences regionally for globalization to work for this industry”

Automotive 2020

–US Supplier 2009

2020

© 2009 IBM Corporation

Purchasing decisions will be based on regulatory and value issues, rather than brand loyalty Rate the Change in Vehicle Buying Criteria 2008  2020 Fuel Efficiency Total Cost of Ownership

Fuel Efficiency, Total Cost of Ownership, and Eco-friendly criteria are

Eco-friendly Safety

increasing in importance

Reliability Traffic congestion Configurability Credit & Financing

Brand of the vehicle is becoming much

Price

less important

Values of Company Personalization Brand -1 Decreasing

0 Unchanged

1

2 Increasing

© 2009 IBM Corporation

The developed markets, with established brands, recognize the vehicle is being commoditized

Breakdown of BRAND by Market

Fuel Efficiency Total Cost of Ownership

The developed markets agree the

Eco-friendly

brand is losing importance

Safety Reliability Traffic congestion

Developed

–0.3, n=76

Emerging

1.2, n=15

Configurability Credit & Financing Price

-1

Values of Company

0

Unchanged

1

Personalization

Brand -1 Decreasing

0 Unchanged

1

2 Increasing

© 2009 IBM Corporation

There is broad agreement across markets and industry segments that the vehicle’s brand is diminishing in importance

Brand diminishment was validated in Europe, US, OEMs in developed countries, suppliers and fleets Breakdown by Market W. Europe

–0.7

US/Canada

–0.2

Breakdown by Segment OEMs:

1.25

–0.4

Developed/Emerging

Suppliers

–0.8

Dealer/Body Japan Fleets Emerging -1

–0.5

Others 0 Unchanged

1

-1

0 Unchanged

1

“Brand reduces in importance as more similar products enter the market” –Indian Truck OEM © 2009 IBM Corporation

Truck manufacturers must transition from a brand image centered on the vehicle to one that addresses the larger transportation solution Today vehicles are sold with

By 2020, the value will be in

non-integrated add-ons

integrated solutions

Navigation / Routing

Vehicle

+

+ Advanced Vehicles

Comprehensive Serviceability

Integrated Telematics

Bundled Services

Service Contracts

“The differentiation won’t be on products, but on services” –European Truck OEM © 2009 IBM Corporation

Innovation in the vehicle will remain important as investments center on connectivity, emissions and fuel economy Rate the Level of Innovation in various aspects of the vehicle by 2020 Electrical Systems/Electronics

4.4

Softw are

4.4

Engine & Auxiliary Systems

4.2

Pow ertrain

3.9

Braking Systems

3.1

Trailer/Load

2.8

Body Exterior

2.7

Chassis

2.6

Interior

2.6

Body Structure

2.5 1

Low

2

3

“The development of software is much more important than hardware” –Japanese Truck OEM

4

5 High

© 2009 IBM Corporation

Telematics will impact everything about the vehicle and its usage Service • Remote and faster diagnostics, reducing service time • Prognostics, managing PM cycles and proactive servicing

Safety • Navigation • Speed control approaching curves, exits and turns

Driver Assistance • Route navigation, geofencing, notice of rest, fuel or service areas • Electronic payments - toll, drive thru, parking, road charging

Regulatory Compliance • Determining what roads and boundaries that the vehicle can go • Auto identification and reporting of non-compliance

Sustainability • Managing fuel economy through navigation and driver information • Switching to different power modes based on regulations

© 2009 IBM Corporation

Technology is also critical in addressing the issues of oil…

Energy and Transportation Consumption in the US

Daily US Oil consumption represented as a lake… 100m long

Other Air 6% 13%

Trucks 30%

Light Vehicles 51%

100m wide 396m deep!

…81% of US oil imports could be eliminated if all cars and trucks were fully electric © 2009 IBM Corporation

Hybrid vehicles offer the best overall opportunity for more efficient energy usage

Efficiency of each source based on cumulative effects associated with producing, transporting, and using fuel… Energy Efficiency Ratio Comparison Light Vehicles Relative to Gasoline

2.3 3.0

Heavy Vehicles Relative to Diesel

1.0

Gasoline/diesel plus ethanol and biomass blends

1.0

Compressed and liquefied natural gas Hydrogen in a fuel cell Electricity in a battery or plug in hybrid electric

1.0 0.9 1.9 2.7

© 2009 IBM Corporation

Solutions will come from many places, but hybridization will make the biggest difference by 2020

Hybridization will be applied far and wide…  Plug-in hybrid  Hydraulic hybrid  Some applications can be electric

Alternative fuel

Retrofitting

technologies develop as infrastructure is built out

existing fleets should be encouraged

 CNG  LNG  Methane

 With as much incentives as new production…

© 2009 IBM Corporation

The US is in an outstanding position to lead this transformation We have the

We have the

We have the

entrepreneurship

innovation

incentive

 More small emerging suppliers  Venture capital investment

 Outstanding innovation culture  Many hybrid solutions are being tested here

 US is enabling stimulus explicitly for hybrid trucks  State-based stimulus helps further

© 2009 IBM Corporation

The combination of technology, solutions and partnerships will lead to differentiating business models Enabling technology…

packaged into solutions…

…built through partnerships

© 2009 IBM Corporation

The combination of technology, solutions and partnerships will lead to differentiating business models Enabling technology…

• Fully electric • 60,000lb Load • Recharge in 30 min

packaged into solutions…

…built through partnerships

• Price as conventional vehicle

• Partner based on applications

• Deferred fuel annuity

• Establish preferred transport green routes

• Battery swap warranty

© 2009 IBM Corporation

Industry ecosystems must align to address environmental, regulatory and customer concerns Plug in Hybrid Recharging Government - Transportation - Energy - Safety

Energy / Utilities

Truck and Bus

Other Industries - Financial Services - Biotechnology - Retail / CP

Electronics Telecommunications

Automotive - Light Vehicle

- Software

Performance Optimization

© 2009 IBM Corporation

Cross industry partnerships will be instrumental to some of the biggest issues facing the industry Truck Mfg / Fleets

Urban Traffic Management:

Government

Retailers Utilities

Intermodal Optimization:

Transition to Plugin Hybrid Fleets:

Truck Mfg / Fleets Government

Rail Shipping / Barge

“The industry doesn't realize yet how much it needs to change” –US Industry Organization

Truck Mfg / Fleets Government

Utilities Finance © 2009 IBM Corporation

This transformation requires a new enterprise and a fundamentally different workforce Rate the most critical skills for the industry in 2020 Engineering

“Leadership is especially critical in a distributed workforce”

Marketing / Selling

–North American Integrator

Product Planning

“The truck enterprise of the future has to be positioned differently in the market”

Service Technician Leadership

–European Truck OEM Software Development Production Truck 2020

Procurement

Automotive 2020

Finance 0%

20%

40%

60%

80%

100% © 2009 IBM Corporation

The future will be exciting for the truck industry and the industry must seize the moment  To globally integrate or regionally specialize? This is the dilemma for truck manufacturers

 Brand of the vehicle is being commoditized, truck manufacturers will have to evolve their definition of brand and develop solutions

 Telematics is your most important investment for the future  Hybrid truck development is critical for the future, particularly given increased urbanization globally  The US

is leading this innovation and must continue to invest to maintain this lead

 Truck manufacturers must aggressively expand their thinking about partnerships beyond traditional industry boundaries  The winners by 2020 will have significantly transformed

their workforce

© 2009 IBM Corporation

Bill Van Amburg Senior Vice President CALSTART

HTUF 2009

Hybrid Truck Users Forum (HTUF)  User-driven process to commercialize medium- and heavy-duty hybrid trucks  Joint CALSTART-U.S. Army program (RDECOM-TARDEC-NAC)  Also supported by Hewlett Foundation, support from DOE, DOT

 HTUF focuses on commercializing hybrid trucks with dual-use benefits  Speed commercialization and reduce overall costs by creating common fleet requirements, joint purchase commitments, increasing volumes More than 80 National Fleets and All Major Truck Makers & System Suppliers involved (partial list)

Key Take-Aways From HTUF 2009  Hybrids are real – in first, low-volume production (but low volume means higher cost)  The applications are expanding – big growth in chassis/body combinations  Hybrids bring big energy security, economic and emissions benefits: reduced fuel use, lower emissions and US manufacturing and engineering jobs  U.S. currently is the leader in this technology – though competition is growing  Public partnership to speed this industry would be useful – helping fleets buy to increase production is biggest help

Regional Heavy & Line Haul Hybrid Trucks

 Kenworth, Peterbilt, Navistar and Freightliner all have Class 8 regional haul tractors (up to 55,000 GVWR single axle)  All developing next generation advanced Class 8 – including electric and hybrid configurations

 Mack showcased advanced hybrid line haul Class 8(full 80,000 lb GVWR); next stages add more electrification

Hydraulic Hybrids Coming of Age  Several preproduction and near production models shown: Eaton, Bosch Rexroth, Parker  Parallel and Series architecture  FCCC – Parker series parcel strip chassis showed impressive integration, potential fuel savings

Emergence of Serious Electric Platforms  Freightliner Custom Chassis and Enova showcased  Joins:  Navistar/Modec (production Q1 2010)  Ford/Azure (Transit Connect, 2010)

Hybrid Trucks Now Entering Market Hybrid introduction 10 years behind cars but industry is real, momentum growing

Development

TOOLS:

Test prototypes and systems R&D Support

Pre-Production Field pilot assessments (10-50 vehicles)

Production Intent Assembly line builds up to 100+

Early Production Initial commercial volumes – still high incremental cost

Purchase Incentives Pre-Production Deployment Support (HTUF)

Hybrid Truck Technology Critical to U.S.  Hybridization provides significant immediate benefits  ENERGY SECURITY: Reduced fuel consumption (30-50%)  EMISSIONS/CLIMATE: Reduced criteria (NOx) and GHG emissions (1060%)  One of few strategies to improve on 2010 emissions reductions  ECONOMY: North American leadership Fuel consumption reduction from HTUF field testing data in technology, manufacturing Emissions/fuel reduction from HTUF dyno testing data performed at SwRI Reductions come just from hybrid system, no additional after-treatment CO2 reductions closely tracked fuel reduction percentages

Hybrid Trucks at “Tipping Point”  Hybrid truck production volumes are still too low in early market to realize price reductions  However: modest volumes can move prices to within business cases needs: Need 3,000 - 5,000 driveline units/year  Industry Needs:  Long term R&D – energy storage, efficient components, integration  Pre-production funding (10-100 vehicles per application)  Commercially-focused purchase incentives

Lessons from Hybrid Launch  Truck world is changing rapidly – hybrids and advanced trucks are the first salvo  Users needs and demands are changing rapidly – energy efficiency, emissions, sustainability rising  Trucks of the future will require very different technologies for powertrains, components, vehicle management and operation  Truck makers will need new skills, non-traditional suppliers and business models to address these changes – it is becoming a high-tech industry  U.S. currently is the leader in some of these first technologies – though competition is growing  A multi-year suite of US strategies, investments and policies to support truck industry change is needed

Michael Stark Senior Technical Sales Manager National Accounts Freightliner Custom Chassis Corporation

CleanDrive Technologies Globalization

Michael Stark Daimler Trucks North America

Daimler Commercial Vehicle Sustainable Mobility

1

Global Hybrid Center Asia Market

Light Duty Trucks

Hybrid Technology

Conclusion First steps done. Further success factors to be investigated in next year

Major levers

Material costs

Measures  Modular components System platform with scalable components, e.g. derive Medium Power system using Light & High Power system  Technology enhancements Technology improvements for material cost reductions  Vehicle packaging Enlarge max. addressable vehicle volume  Target costing Strong Involvement of suppliers for cost reduction

Fuel savings

 HEV components Define optimal HEV components for max fuel saving potential (design to point)  Operation strategy Develop optimal vehicle and application HEV operation strategy

Need for action

 Investigations to be extended on - component specification High-power System - Packaging concept improvement - concept competitions with suppliers

A3

Two modular hybrid systems defined Medium and Heavy Duty Application s Input

Approach HD: (Cascadia)

MD: (M2)

• Route profiles Highway: RT Interurban: City cycle:

Atlanta-Memphis Sysco Foods Nestle/FedEx

• Load profiles

Empty: 0 % payload Semi loaded: 60 % payload Fully loaded: 100 % payload Example: MD Highway: Interurban: City cycle:

52 %* 26 %* 22 %*

Empty: 30 %* at 6t Semi loaded: 45 %* at 9,6t Fully loaded:100 %* at 12t

- Based on input data approach used to calculate optimal fuel saving potentials for each vehicle** - Fuel saving potentials used as basis for HEV systems definition

• Limiting factors for system are

High Power System

• Energy analysis Voltage [V]

nom. Capacity [kWh]

4,8

Number of cells

188

Medium Power System

• Reference Vehicles

Results

Voltage [V]

360

Battery Power [kW]

720 const.

45

peak

110

effect.

65 - 100

layout

- legislation (max. voltage 750V) - available technology for battery (cell output limited) - available technology for inverter

Battery Power [kW]

const.

23

peak

55

effect.

32 - 50

nom. Capacity [kWh]

2,4

Number of cells

94

Looking Forward Hydraulic Hybrid Advanced “Engine Off” Feature 50% - 70% increase in MPG

All-electric Plug-In Vehicles Zero emissions - $0.08 - $0.10 per mile energy cost vs. $0.25 - $0.48 per mile for comparable diesel or gas Vehiclen

DTNA Global Family

Thank You

Q&A

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