Innovation and Value Add within the CV-Industry Michael Hankel Member of the Board of Management ZF Friedrichshafen AG 1 2014-06-26
Efficiency for Motion and Mobility Global Megatrends Society and Environment Politics, Legislation, Finance Market and Customer Technology and Product Megatrends Commercial Vehicles Reduction of CO 2 and Emissions Regional Trends Total Cost of Ownership Reliability / Availability Connectivity Globalization A B C D E F G 2 2014-06-26
1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 Volatile markets strengthen uncertainty HCV > 6 t in 1,000 units 4.000 Year to year change of CV production in % Western Europe North America 3.500 3.000 2.500 2.000 1.500 1.000 11/10: +7% 13/12: +/-0% 12/11: -10% 500 0 2013: Pre-Buy-Effekt South America Asia 3 2014-06-26
Abstract of trends Driveline Passenger Cars Downsizing Variant Diversity Electrification E-Mobility Connectivity / ADAS Commercial Vehicles TCO Robustness Increase of Efficiency Electrification (i.e. Bus) HEV/BEV Parallel Hybrids Platform Strategies Modular Design Commoditization Cost-Reduction Localization Best Market Fit - Technologies Chassis Passenger Cars Mega City Vehicles Fully-Automated/ Autonomous Driving Lightweight Design Functional Integration Further (i.e. Construction) Consumption Reduction Telematics Driver Assistance Electrification Semi-Autonomous Driving 4 2014-06-26
Challenges Mega platforms growing pressure on suppliers Volume bundling in platforms or modular kits Strong dependency on fewer platforms Big OEM reduce dependency via dual sourcing concepts Holistic acquisition strategy necessary 5 2014-06-26
Changes for the future CV All classic domains will change rapidly within the next years! Flexible / scalable functional- & SW-architecture The Rolling Robot Scalability Effective Code Transparency Extension System Architecture Robustness Portability Open Standards Main challenge are shorter innovation cycles. Modular concepts are of high necessity. PreVision GPS for the transmission system TraXon 6 2014-06-26
Challenge for OEM Differentiation USPs The OEM has to offer a better truck than the competition. need for USPs Konflikt Conflict Economies of scales A product which offers the possibility for differentiation Supplier's approach Economies of scale by putting volumes from different OEMs together 7 2014-06-26
One transmission five modules The new, modular TraXon transmission For heavy CVs Development objectives: Cost-effectiveness, Reduction of life-cycle costs (LCC) Modular design: Single or twin plate clutch Dual-clutch module Hybrid module Engine-dependent PTO Torque converter clutch module 8 2014-06-26
Design to Market means: Consider local vehicles prices Go for 100 % local suppliers Basic design with approved regional derivations will be achieved via: Usage of an existing local design together with an established brand name Smart design solutions for components considering local supplier structure No compromises in terms of process and quality standards 9 2014-06-26
Local for Local 4.000 3.500 3.000 Scale total production (column) Scale regional production (lines) 3.661 3.155 China 2.000 1.800 1.600 1.400 Trend 2.500 1.200 2.000 1.000 1.500 800 1.000 Western Europe North America India 600 400 500 200 0 1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 0 10 2014-06-26
Global Sourcing Supply Chain Management Supplier Management Electronic Processes Supplier Development Strategic Cost Management Quality Management 11 2014-06-26
The next CV-generation? 12 2014-06-26
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