Peugeot & the Automotive Industry : when crisis fuels opportunities EHTC Conference Stuttgart, 3 November 2009 Marc Bocqué Automobiles Peugeot Marketing & Communications Division World Press & External relations Manager
Automobiles Peugeot in a nutshell 1 904 000 sold in 2008 40% of sales outside western Europe Presence upon 160 markets world wide 4th brand in Europe 2008 : 50 000 000 cars jubile A broad line car manufacturer : passenger cars, Light Duty Vehicles, Scooters, bicycles
A crisis without comparison since decades -9% -18,8% -1,8% +13,7% +4,9% +3,5% +2,1% Europe occidentale Europe centrale et orientale Russie Chine Inde Amérique latine 2007 2008 USA + Canada
Multiple crisis since 40 years 18 000 17 000 thousand units 16 000 15 000 14 000 13 000 12 000 11 000 10 000 9 000 8 000 7 000 6 000 5 000 4 000 3 000 1965 1975 1985 1995 2005
Looking eastward to have a new reading of the situation Chinese ideogram for "crisis" wei ji Danger Opportunity The suspended chance
An improving economic landscape Third quarter GDP 2009 (IMF/FMI) USA + 0.9 % Poland + 3.9 % France +0,3 Russia -10,5 China + 9.8 % India + 6.1 % Brasil +1.9 % Germany +0,3
An improving economic landscape
The Automotive Object environmental footprint
Transport not the main driver of man made Greenhouse Gases in the recent time Source : WRI
Liquid Hydrocarbons : a benchmark energetic density content 1 2 3 4 5 6 7 8 9 10 kwh/kg Hybrids Batteries CNG Hydrogen Liquid Hydrocarbons kwh/l Energy converter Conversion rate Petrol engine = 25 Diesel engine = 29 Fuel cell = 50 Electric engine = 90 1 2 3 4 5 6 7 8 9 10
Which energy matrix for the 21th century? (1) For Peugeot and for the car industry, as a whole is the issue on the top of the agenda Energy for transport means for today and the future should obey to three basis principles : the triple A scheme Aas Affordable (final customer price) Aas Acceptable (environmentally, socially, politically) Aas Accessible (Widely & reliably distributed with great security)
Which energetic matrix for the 21th century? Carbon intensity Coal central Fossil Fuels Extreme petrol Bituminous sands Conventional Etc. Coal Coal to Liquid (CTL) Synthesis fuels Fisher-Tropsch Electricity (Thermic) Gas CNG Electricity ( 0 CO2) Nuclear power plant Hydro-electricity Wind mills Solar Energy Photovoltaic cells Etc. Biofuels 1st generation 2d generation Algae extracted Etc.?... Proven reserves Petrol = 40 years Gas = 60 years Nuclear Isotopes = dozens years Lithium =? Sun = 5 billion years Biomass = id Others =? Time Scale
Upstream Downstream A wide offer of passenger cars < 130 g.co 2 /km Technologies : Diesel : HDi Petrol: EP Robotized Manual gearbox Particulates filter In anearby future : Micro Hybrids Full Hybrids ISO 14001 plants «Blue Box» Distribution network Recycling: vehicle Valorisation = 95 %
Today : 33 models < 130g.CO 2 /km 5 vehicle families 107 1007 206 + 207cc 207 308sw 308 407
A world leader in rapid diesel engines The PSA group & the HDi engines : > 11 million engines sold - 20 % CO2-40 % CO - 50 % HC - 60 % partículates A wide rang from 1.4 l, 4 cylinder to V6 3.0l, 240 hp An industrial cooperation with Ford motor company for a global investment > 2,2 billion The largest world wide plant of common rails diesel engines in Trémery (France)
Top level average cylinder capacity petrol engines An industrial and technical co-operation on small petrol 1.4 & 1.6 l (together with BMW Group ) 10% of consumption and CO 2 emissions improvement A new benchmark in the category A range from 55kW/75 hp to 125kW/175 hp 1 million engines already on the market Advanced technologies : Variable valve timing & direct injection An overall investment of 600 million The whole machining in the Douvrin PSA plant Split assembly process
Stop & Start Micro Hybrids by 2010 Peugeot 308 Stop & Start -8 to -15 % CO 2 emissions
Cross over with weak environmental footprint by 2011-35 % CO 2 Emissions by 2011 available on the market 99 g.co2/km
Hybrid IV : the ultimate Hybrid Traction Chain by Peugeot Battery Pack NiMh Electric Engine 37 HP 2.0 l HDi Fap Engine 163 HP Hybrid (System) Control unit Power Electronic Unit 2d generation Stop & Start Robotized Manual Gearbox
Peugeot & the electric vehicle : a significant come back Peugeot i0n (end of 2010) In co-operation with Mitsubishi Group Both for private owners & and fleets 130 km of autonomy Last generation Li-ion batteries Outstanding driveability for urban use Peugeot BB1 A project which we are studying for a possible future launch A full fledged concept of post-modern mobility Breakthrough architecture & style Last generation Li-Ion batteries World innovation in solar energy (encapsulation)
A way to the future paved with miscellaneous technologies : no single bullet A clear view A clean car offer for every customer Polyvalent Urban & Peri-urban Diesel 207 99g CO 2 /km Stop & Start up to -15% CO 2 /km Gasoline 1l. 3 cyl 99g CO 2 /km Urban Electric Vehicle Full hybrid diesel HYbrid4 diesel HYbrid Plug-in < 50g CO 2 /km 2009 2010 2011 2012 CO 2 Emission
Through the crisis no product launch suppression A very strong product policy or today & tomorrow : Fev 09 March 09 April 09 Oct/Nov 09
International development : picking up low hanging fruits Germany : + 50 % in volume + 20 % market share Sept 09 : best ever month of Peugeot in Brasil Signature of an industrial & commercial agreement with NAZA of Malaisia : a key step for an ASEAN long term strategy
Conclusion Crisis in the automotive sector is not a fatality Peugeot is well placed to be amongst tomorrow s sectors winners A high intensity & well mastered R&D programme underlines Peugeot s future No single bullet policy -> a clear view of global society challenges is a key condition to overtake this crisis