Chemistry: Driver for innovation in the automotive industry May 4 th 2015 Dr. Martin Brudermüller Vice Chairman of the Board of Executive Directors and Chief Technology Officer of BASF SE Chemistry is omnipresent in today s cars z 2 1
Co-creating solutions to electromobility: Smart for vision Infrared-reflective polymer film Solar roof with transparent solar panels and light-emitting diodes High performance foams Infrared-reflective coating Multifunctional seat Fiber reinforced epoxy frame and components All-plastic wheel 3 1 Battery Materials 2 Lightweight Construction 2
Electric vehicle market on strong growth track Battery demand e-mobility market in GWh (Lithium-ion batteries) 20 19 16 12 8 >5x 15 Buses, e-cycles commerical vehicles Electrified passenger cars (EVs, PHEVs, Hybrids) 4 0 3.5 1 2012 2015 5 Key areas of innovation impacting performance and cost Energy Amount of energy stored in a given volume or weight 350 Wh/kg; 750 Wh/L Life time Defines how many cycles a battery remains functional before it is replaced 1000 cycles Cost 100 /kwh Power Speed of charge/electrons coming in and out of battery Safety Reaction of cell/pack to abuse situations (overcharge, crash) Convenience Driving range Short charging time Driving fun >250 km 15 min to 80% capacity Source: Targets 2020 for advanced batteries for electric vehicles by the US Advanced Battery Consortium (USABC) 6 3
BASF positioned as materials supplier in the value chain BASF Materials Cells Pack End-users The battery determines characteristics of an electric vehicle Range, costs, safety The battery allows for differentiation and value creation Challenging technology and chance for chemistry/engineering/oems Materials are the heart of the battery cell and significantly improve packs Chemistry plays a central role as materials and component supplier BASF is materials supplier with focus on cathodes and electrolytes 7 We work on all known battery concepts BASF s technology roadmap: Battery materials for today and tomorrow Technology Generation 2 Today Generation 3 Generation 4 Beyond 2020 Li-ion Li-ion HE/HV Li-ion HE/HV From Li-ion to Post-Li-ion Li-S Li-S** 0 100 200 300 400 Driving range (km) of an electric car (with a 100 kg battery) 8 4
Our battery materials unit focuses on electrolytes and cathode materials Separator Binder Cell frames, end plates and sub-modules Battery casing Anode materials Cooling & thermal management Electrolyte Cathode materials Insulation and crash protection Thermal expansion compensation BASF products Not in scope BASF R&D 9 We have established a strong footprint in the LIB materials market Merck Acquistion of electrolyte actvitivies of Merck (21 Feb. 2012) License LFP/LMP license from LiFePO4+C licensing AG (14 March 2012) Amagasaki Opening of the application technology center in Amagasaki, Japan (27 Feb. 2013) TODA Announcement of signing JV with TODA KOGYO CORP. Japan (30 Oct. 2014) NiMH x Electrolytes Li-ion Cathodes Post-Li-ION Acquisition of Ovonic Battery Company (14 Feb. 2012) OVONIC Acquistion of Novolyte (26 Apr. 2012) NOVOLYTE Vinylene Carbonate license from Mitsubishi Chemical Corporation (17 Jul.2012) LICENSE Set-up of NCMproduction plant in Elyria, USA 2.500 Jato Start Q4/2012 ELYRIA Investment in Sion Power, USA (12 Jan. 2012) SION POWER 10 5
BASF s global footprint and network for battery materials business Rochester Hills, US Ludwigshafen, Germany Kitakyushu and Onoda, Japan Elyria, US Beachwood, US Seoul, Korea Tokyo, Japan Independence, US Suzhou, China Amagasaki, Japan Baton Rouge, US. NCM production Electrolyte production Application labs, research centers Amagasaki, Japan Largest NCM production plant of the US (2.4 kt): Elyria Production capacity: Further capacity: Suzhou, China Louisiana, US Further application labs: US, China, Germany Research centers: US, Germany Sales Office Production R&D/Application Technology Center 11 1 Battery Materials 2 Lightweight Construction 6
Lightweight construction is a must CO 2 reduction levers until 2020 and 2025 (g/km): Example Europe 32 7 Next quantum leap: Only possible with composite materials 7 141 25 95? 70 2010 Combustion engine optimization Weight reduction Electrification 2020 2025 Outlook Source: BCG Automotive Study 2025 13 Cost of composite automotive parts need to be reduced along the value chain Relative comparison for parts with same function 800 CFRP quasi-isotropic 600 UD 560-30% -40% 800 process costs (labor + tools) matrix relative part cost steel 100 aluminum high strength steel 200 135 100-20% fiber material costs (raw materials + auxiliaries) relative weight 55 40 25 steel CFRP CFRP 2020 today 85 100 Source: RolandBerger, VDMA, 2012, Serienproduktion von hochfesten Faserverbundteilen 14 7
Gradual replacement by continuous fibre-reinforced composites Body today Various steel types Replacement of hang-on parts doors, hatch backs Structural parts floors, pillars, sills, roofs Whole modules and assemblysystems Complete new vehicle concepts 2013 2015 2020 2025 2030 Sources: Audi, VW 15 BASF lightweight team combines the composite competences Lightweight Design 16 8
BASF provides short, long and continuous fibre-reinforced materials Semi-structural parts Structural parts Ultramid Short fibers Ultramid Structure Long fibers Ultracom TM Polyamide with continuous fibers Developments supported by simulation tool ULTRASIM 17 Manufacturing of lightweight composite parts Ultracom TM thermoplastic laminate: IR heating, in-mold forming and overmolding with Ultramid 18 9
BASF participates in public private partnerships to foster the development Open Hybrid LabFactory SMiLE MAI Carbon ARENA2036 NEXHOS 19 Our materials are part of the BMW i3 Composite Back Seat Hybrid Front Seat Structural Inserts Structural Foam Elastolit RIM Ultramid Plastic-metal hybrid Ultradur PBT/PET Elastolit D PU foam Base Coat Colorbrite CP I-Panel Elastoflex E E+E Components Acoustic Foam Headliner Sun Roof Frame Ultramid Ultradur Elastollan Elastoflex E Elastoflex E Elastolit R Ultradur 20 10
From vision to reality Innovative technology created by chemistry will bring electromobility onto the fast lane 21 11