INNOVATION FROM THE PERSPECTIVE OF AN AUTOMOTIVE SUPPLIER Gerhard Krachler Global Director Advanced Development & Product Strategy Magna Steyr October 25th, 2017 1
Global Presence NORTH AMERICA 138 Manufacturing / Assembly EUROPE 117 Manufacturing / Assembly 25 Engineering / Product Development / Sales 50 Engineering / Product Development / Sales 75,750 Employees 59,250 Employees SOUTH AMERICA 13 Manufacturing / Assembly ASIA 59 Manufacturing / Assembly 2 Engineering / Product Development / Sales 23 Engineering / Product Development / Sales 3,500 Employees 22,775 Employees Q1 2017 ~161,000 Employees 29 Countries 58 OEM Customers 327 Manufacturing 100 Eng / Product Dev / Sales $36.4 Billion (2016 Sales) October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 2
Product Systems SEATING EXTERIORS CLOSURES VISION SYSTEMS ROOF SYSTEMS BODY & CHASSIS POWERTRAIN ELECTRONICS VEHICLE ENG & CONTRACT MFG FUEL SYSTEMS
Magna Steyr Locations Worldwide Presence / Worldwide Network NORTH AMERICA EUROPE ASIA 1 Engineering / Product Development / Sales 8 Manufacturing/ Assembly 2 Manufacturing/ Assembly Location Auburn Hills 12 Engineering / Product Development / Sales 8 Engineering / Product Development / Sales Locations Böblingen Coventry Etupes Graz Grevenbroich Hambach Heilbronn Ingolstadt Mühlhausen Munich Neumarkt Paris Roye Sailauf Schwäbisch Gmünd Sinabelkirchen Sindelfingen Turin Weiz Wolfsburg Locations Changchun New Delhi Pune Seoul Shanghai Shenyang Shin-Yokohama Wuhan Q3 2017 ~11.000 Employees 10 Manufacturing 21 Eng / Product Dev / Sales Headquarters: Graz October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 4
Our VISION to be the worldwide leading brand independent engineering and manufacturing partner and provider of innovative solutions for the mobility of the future
October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 6
Magna Innovation Pillars SMARTER CLEANER SAFER LIGHTER Comfort, Convenience and Connectivity Efficiency and Sustainability Active and Passive Safety Lightweight Material and Science improve driving performance, for future HMI demand, interior concepts will be completely changed lots of different legislation targets lead to different approaches Advanced Driver Assistance Systems (ADAS) enable semi autonomous driving CO 2 & fuel economy, Total Cost of Ownership (TCO) AFFORDABLE Development and Manufacturing Efficiency October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 7
Cleaner @ Magna Steyr Different Drivers and Impacts Technology Comparison Facts & Figures Different Solutions - Pros & Cons
Different Targets for different Impacts CO 2 NO x Particle Impacts global Climate Impacts regional Human Health & Climate October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 9
Total Emission Footprint Life Cycle Analysis (LCA) Mine raw materials Energy Production and Distribution Well to Tank (WtT) Emission Produce materials Manufacture Vehicle Vehicle Production and Recycling Produce primary fuel Transport primary fuel Produce market fuel/ energy Distribute market fuel/ energy Vehicle Usage Vehicle Usage: Tank to Wheel (TtW) Emission According defined test cycle Dispose vehicle Recycle vehicle Each Legislation will drive different technologies October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 10
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2029 2028 2027 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2029 2028 2027 Million Million Global xev Market / Forecast 120 110 100 90 80 70 60 xev ICE Fuel Cell Battery Electric Plug In Hybrid Full Hybrid Mild Hybrid >50 mio. xev 50 40 30 20 10 0 Fuel Cell Battery electric Plug-In Hybrid Full Hybrid Mild Hybrid 50 40 30 Technology forecast 20 10 0 Source: IHS Automotive Alt. Propulsion Forecast 09/2017 Synthetic fuels (E-fuels) from renewable Energy Mild Hybrid (12 48 V) will be standard feature Additional xev comfort functions: e.g. wireless charging Infrastructure for EV charging and hydrogen refueling October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 11
Technology Comparison Facts & Figures
0,225 0,10 Volumetric Energy Density in kwh / l 0,87 1,32 1,84 2,41 7,50 8,80 Energy Storage System Comparison HOW MUCH SPACE IS NEEDED FOR ENERGY STORAGE? 10,00 Volumetric Comparison of Energy Sources 9,00 8,00 7,00 6,00 5,00 4,00 Basic Energy Source Energy Storage System 3,00 2,00 1,00 0,00 Gasoline CNG (20 MPa) CH2 (70 MPa) Li-Ion Batterie October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 5
Driving distance in km / l ESS volume Comparison factor to Gasoline Energy Storage System Comparison HOW MUCH SPACE IS NEEDED FOR ENERGY STORAGE? 16,00 14,00 12,00 10,00 Driving distance including powertrain efficiency Powertrain: Gasoline: ICE CNG: ICE CH 2 : Fuel Cell EV Li-Ion Battery: BEV 33 29 27,1 25 21 8,00 15,22 17 6,00 4,00 2,00 0,00 1,0 4,3 3,52 2,89 0,56 Gasoline CNG (20 MPa) CH2 (70 MPa) Li-Ion Batterie October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 5 5,3 Tank to wheel: CO 2 emission free Big challenge in the target conflicts between Range-Space-Weight 13 9 5 1
Electrified Vehicle (xev) Technology Comparison Pure EV g CO 2 / km tank to wheel Incentives Benefits Zero Emission Operation Range Extended EV Plug-In / Hybrid Vehicle Price 0 1 Range 2 Conventional Costs / km 3 4 Time to Refuel/Charge Diesel Gasoline CNG H 2 No Fuel 5 Infrastructure 0 Nonexistent, 5 Excellent Pros and cons on each technology leads to purpose oriented solutions October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 3
Solutions with Combustion Engine
H 2 Combustion October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 17
H 2 powered Internal Combustion Engine Small fleet of Hydrogen powered ICE vehicles (BMW Hydrogen 7 Cryo tank) Cryogenic 8kg H 2 storage system developed & produced by Magna Steyr ALSET ASTON MARTIN Hydrogen Hybrid @ 24h Nürburgring Bivalent hydrogen / gasoline powered 35MPa 3,3kg H 2 storage system developed & produced by Magna Steyr No GHG EMISSION Long driving range Fast refueling Vehicle price (volume) Hydrogen infrastructure H 2 boil off loss @ Cryo tank October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 5
CNG Compressed Natural Gas October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 19
CNG powered Internal Combustion Engine Introduction of Magna Steyrs lightweight CNG powered concept car: Mila Blue Global >23 million CNG vehicles in operation. Lead markets: 1 Asia/Pacific, 2 Latin America, 3 Europe Magna Steyr MILA Blue SOP of AUDI A4/A5 g-tron -25% CO 2 emission 4 Type IV Vessel: Ʃ 117 Sl 15,5 kg CH4 + 25l gasoline developed & produced by Magna Steyr Driving range / Infrastructure Vehicle price October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 5
HYBRID HEV - Hybrid Electric Vehicle October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 21
Hybrid First hybrid mass production car Toyota Prius I Overall >1 million sold Toyota Prius Hybrid Generations Annual >3 million new Hybrid production cars on global market Fuel Consumption -10 to 20%* Comfort features (Start/Stop) Performance features (Boost) Vehicle price * Depending on drive cycle October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 5
PHEV Plug-In Hybrid Electric Vehicle October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 23
PHEV Plug-In Hybrid Electric Vehicle BYD presents first plug-in hybrid production car (BYD F3) Start of mass production of plug-in hybrids (Chevrolet Volt, Toyota Prius) Magna Steyrs MILA Plus at Geneva Autoshow Partial ZERO EMISSION Comfort driving (noiseless) Electric Performance Magna Steyr Vehicle price (Charging infrastructure) October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 5
Solutions without Combustion Engine
EV Electric Vehicle October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 26
EV - Electric Vehicle Introduction of Magna Steyr EV platform at Geneva Autoshow Start of First EV mass production car: Nissan Leaf Magna Steyr MILA EV EM Tesla Model S up to 400kW / 544PS 0-100kph <3sec Electric Range > 500km* * Depending on drive cycle 100% ZERO EMISSION Comfort driving (noiseless) Electric Performance Vehicle price (mainly battery cost) Charging time & infrastructure October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 5
FCEV Fuel Cell Electric Vehicle October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 28
FCEV Fuel Cell Electric Vehicle Small series of fuel cell vehicles leased to customers (Mercedes B Class F-Cell) 70 MPa H 2 storage system developed & produced by Magna Steyr OEMs small series of Fuel Cell fleet vehicles (Hyundai ix35fc, Toyota Mirai, Honda Clarity ) Fully drivable Fuel Cell Demo Vehicle Complete System Integration by Magna Steyr Magna Steyrs FCREEV Fuel Cell Range Extended Electric Vehicle ZERO EMISSION Long driving range Fast refueling Vehicle price (volume) Hydrogen infrastructure October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 5
System Comparison VEHICLE TARGETS: Zero emission Long driving range (500km) Fast refueling time AWD powertrain FCV FUEL CELL ELECTRIC VEHICLE BEV BATTERY ELECTRIC VEHICLE FC REEV FUEL CELL RANGE EXTENDED ELECTRIC VEHICLE Zero Emission Operation + + + Overall vehicle weight for 500km + - 0 Infrastructure for recharging - + 0 Time for recharging / refueling + - + System Cost (500km ZEV) 0 - + FC- REEV allows the usage of smaller Batteries by using a small fuel Cell 10/24/2017 G. Krachler / MAGNA Steyr Disclosure or duplication without consent is prohibited 30
FCREEV - Package Overview What are the key components of the vehicle? CHARGING SYSTEMS CONDUCTIVE & WIRELESS FUEL CELL SYSTEM ELECTRIC REAR AXLE ELECTRIC FRONT AXLE HV WIRING HV BATTERY HYDROGEN STORAGE SYSTEM October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 8
FCREEV - Operating Modes How does the power distribution look like? Electric Driving 2WD Regenerative Braking 2WD Electric Driving AWD Boost Regenerative Braking AWD Maximum Energy Recovery Electric Driving 2WD H 2 Mode Electric AWD H 2 Mode Driving situations can be optimally served October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 15
Ready for a Ride Project Lead: MAGNA Steyr Engineering AG & Co KG Liebenauer Hauptstrasse 317 8041 Graz, Austria PROJECT PARTNERS: October 25th, 2017 Gerhard Krachler Disclosure or duplication without consent is prohibited 33