Supplier Day 2012 R&D Presentation

Transcription

1 Supplier Day 2012 R&D Presentation

2 What Do We Do? We Stop Trucks Innovative Vehicle Solutions 2

3 Product Overview Air Management Brake Control Air dryer systems Air cleaner systems ABS EBS Valves Brake actuator Air Suspension Wheel Brake LWS Height control Suspension control Brake adjusters (drum) Disc brake Brake lining Sept, 2012 Innovative Vehicle Solutions 3

4 Haldex R&D Haldex has global centers for research and development, application and design solutions: Development Testing Development United Kingdom U.S. (Kansas City) Sweden Germany Brazil India China Winter testing (SWE) Sept, 2012 Innovative Vehicle Solutions 4

5 Technology Trends 05/12/2012 Safety Systems Trend towards integrated systems. Increased legislation around Tire Pressure Monitoring and Electronic Stability Control. Braking distance regulations in NA driving larger drum/ disc brakes in heavy trucks. Driver Warning and information. Active Chassis Control - Antilock Brake Systems ABS, Electronic Stability Control System Environmental Increased emissions regulations: ESCS, Electronic Brake Systems, Adaptive Cruise Control ACC SCR/ Cooled EGR Technologies for Euro V / VI and EPA 2010 regulation. Costs Fuel and fluctuation labor wages Vehicle Dynamics Active Chassis Control Increased trend to electronic suspension control on trucks in Europe. Recent introduction of electronic trailer suspension systems. Telematics Tight fit for green telematics to electric vehicles. Increased use of telematics by fleets to increase vehicle utilization. EGR Exhaust Gas Recirculation SCR Selective Catalytic Reduction EPA Environmental Protection Agency Innovative Vehicle Solutions 5

6 Emerging Markets Technology Trends. Improving infra Structure, increasing trailer freight. Rising demand for technically more sophisticated and higher value trucks. India has increasing containerized freight movement. (Increased Inter-Modal Movement) Increased refrigerated supply chain. Expected to grow 8-10% over 10 years. (Today 30% of agricultural produce is rotten when reaching end user in India). Increasing technology content of domestic manufacturers to compete with foreign competitors. Trend to 3 truck segments. Low Cost Segment. (Technically simple and cheap trucks). Modern Domestic Segment. MDS (Further developed, robust and still extremely favorably priced). Premium Segment. PS(Technically high-quality and high value trucks). By 2020 MDS and PS will be dominant. India and China transport systems to be developed into effective multi Modal channels. Innovative Vehicle Solutions 6

7 Global Legislation Status ESC / RSC Nov 11 ESC / RSC Euro VI Sept. 14 LDWS / AEBS LDWS / AEBS ABS Euro V ESC / RSC LDWS - AEBS Fuel Efficiency 05/12/2012 Greater ABS Enforcement ABS ADR / Coach Shorter Stopping Distance Euro IV on Buses>6M, HD & MD Trucks Rebates offered by Gov. for Collision Avoidance Fitment ABS Euro V ABS Trucks, Buses and Trailers Euro V ESC / RSC Fuel Efficiency Key: ABS Antilock Brake System ADR Dangerous Good Carriers AEBS- Advanced Emergency Braking System ESC Electronic Stability Programme LDWS Lane Departure Warning System RSC Roll Stability Control Innovative Vehicle Solutions 7

8 Customer Dynamics TRUCK AND BUS MANUFACTURERS LARGE VOLUMES, LONG CYCLES 30+ Customers Few, large, consolidating, globalising. Use technology to meet regulation, comfort, safety and economics. Need for global suppliers and development partners with system expertise. Lead time to introduce new component on a vehicle is 2-5 years. Long term forecasts provided AFTERMARKET SMALL VOLUMES, SHORT CYCLES 3,000+ Customers Multiple step distribution: Distributors, Repair shops, Operators. 2 channels to market: Independent aftermarket. OES (Original equipment supply). 05/12/2012 TRAILER MANUFACTURERS SMALL VOLUMES, SHORT CYCLES 2,000+ Customers Few large, many small, local or regional, low international. Dependant on suppliers for product and technical support, services and knowledge. Lead time to introduce product is 1-2 years. High percentage of spot orders. Short term contracts 1-2 years. Some products are bought just to satisfy legislative requirements. END USERS (Fleets) END USERS WITH INFLUENCE ON SPECIFICATION Various sizes from single owner drivers to large international fleets. High focus on vehicle life cycle cost #1. Vehicle and Driver utilization maximization #2. Driver safety #3. Specification influence: High North America. Limited in Europe. Low in Asia today (many owner Drivers) Innovative Vehicle Solutions 8

9 Truck and Bus Regional Attributes NORTH AMERICA MAJOR OEM s = 4 Conservative to introduce new technology. Electronic Stability Control has high fitment. 3-5 years to introduce product to vehicle. Fleet options for a number of subsystems. Large transport fleets drive vehicle specifications. Government incentives for fleets to fit collision avoidance equipment. SOUTH AMERICA MAJOR OEM s = 4 European braking standards apply. Large bus fleets. ABS Legislation introduction Jan 2013 for 40% of vehicles, Jan 2014 for 100% of vehicles. EUROPE MAJOR OEM s = 5 WESTERN EUROPE, 2 EASTERN EUROPE High technology product. 3-5 Years to introduce product to vehicle. Long contracts with an average of 7 years between new vehicles. Advanced systems such as driver assist are increasing. Vehicle stability systems are mandatory. OEM s have a high interest in technologies around efficiency, environment and safety. ASIA MAJOR OEM s = 7 CHINA, 3 INDIA European braking standards apply. Very conventional brake systems are standard. High price sensitivity. Reliability requirements are currently not as strong as EU and NA. These are increasing. Large transport infrastructure projects underway. 05/12/2012 Innovative Vehicle Solutions 9

10 Trailer Regional Attributes NORTH AMERICA MANY OEMs, 5 DOMINANT. Steel suspension is common. Main brake control technology is ABS (Antilock Brake Systems). Large trailer park. 3-4 trailers to each truck. Low incidence of married pairs (Truck to trailer). Basic product to provide function. ie 1M (Single Modulator) ABS is common. EUROPE OEM s 4 PRODUCE 80% OF MARKET. Air suspension is dominant. Main brake control technology is EBS (Electronic Brake Systems). Stability is mandatory. High rate of married pairs (Truck to trailer). SOUTH AMERICA 5 OEM s >70% OF MARKET. European braking standards apply. A number of unique vehicle configurations. ABS Legislation introduction Jan 2013 for 40% of vehicles, Jan 2014 for 100% of vehicles. ASIA 300+ OEMs (CHINA HAS 7 LARGE, INDIA 10) Legislation for products is being introduced. Low trailer volumes in India due to the use of rigid trucks. Trailer volumes will increase following infrastructure improvements. India has 2 road infrastructure projects. CIMC China are international with ownership of Vanguard in North America and LAG Europe. 05/12/2012 Innovative Vehicle Solutions 10

11 R&D Expectations of a Supplier Product Safety First Haldex supply safety critical brake system components to our customers. How do we achieve this? Good Communication in Essential Bad News First Let s solve the problem together. 5 Why, Find the true root cause of issues. Please communicate the root cause of your issue. Go and See and Analyse. Communication, communication, communication Innovative Vehicle Solutions 11

12 R&D Expectations of a Supplier Communication Tools. Early Involvement. An agreed Component Specification and Drawings. Project Plan. APQP: Specification. Authorised Engineering Change (Note) Documentation DFMEA (Design, Failure Mode and Effects Analysis) PFMEA (Process, Failure Mode and Effects Analysis) Process Flow Diagram Control Plan Initial Process Studies Measurement System Analysis Studies (MSA) Qualified Laboratory Documentation Parts Submission Warrant (PPAP Summary Document) Etc International Material Data System (IMDS) data is becoming a requirement. Innovative Vehicle Solutions 12

13 Example of Failure to Communicate. Non-Approved Supplier Process Change Product recall resulting from a supplier changing one of their processes. Haldex was not notified of the change as the supplier stated that the component still met Haldex drawings and felt it would not affect Fit, Form or Function. The result: 12/5/2012 Haldex Customer identified field failure and the possibility of reduced braking performance. NHTSA was notified and Haldex issued a recall of 30,000 units. These valves had been installed on vehicles throughout the world, including military vehicles at military bases The costs associated to the recall of these product was 25X the actual sales revenue The recall and costs associated would had been avoided if Haldex had been notified of the process change as required by Haldex s Supplier Manuel. This is also standard requirements for any ISO9001 or TS16949 certified company Innovative Vehicle Solutions 13

14 We have Common Objectives I'm glad that the hole is not on our side! Innovative Vehicle Solutions 14

15 Welcome to our team Thank You Innovative Vehicle Solutions 15