Connected car
Transcription
Connected car
Lo sviluppo del veicolo commerciale leggero nell’ottica della specializzazione territoriale e dell’ultimo miglio Enrico Pisino Head of Vehicle Research and Innovation Fiat Chrysler Automobiles MILAN 2 July, 2015 Index Upcoming challenges for the players in the Automotive industry Challenges and Innovation process in the Automotive Industry Q&A 2 Upcoming challenges for the players in the Automotive industry Geographical production mix changing CO2 regulatory stringent and diversified by region Emerging countries closing their markets Connected world and connected car Customer polarization Car Sharing 3 Geographical production mix changing Geographical production mix changing 33,3% 22,7% 21,2% 20,5% 27,4% 29,4% 19,9% 14,7% 24,9% 10,1% 16,4% EUROPE 6,4% JAPAN/KOREA NORTH AMERICA GREATER CHINA 1,8% 2,1% 2,2% 13,3% 8,9% 5,1% 5,4% 4,6% 3,3% MIDDLE EAST/AFRICA SOUTH ASIA SOUTH AMERICA Source: IHS , 2014 4 Opportunity: catch the growing demand of the Chinese customer Projected China Market Evolution Geographical production mix changing +12% CAGR 2009-2013 35 +7% CAGR 2014-2018 +6% 30 +9% 25 +7% 24,5 +59% 20,6 26,2 +4% 27,7 28,8 22,4 20 15 ⊲Despite a slowdown in growth, China forecasts a 7% CAGR through 2018 and remains the world’s largest automotive market ⊲Year over year industry increases through this period are in excess of one million units 12,9 10 5 0 Units (M) Source: Q4 2013 IHS 2009 2013 2014 2015 2016 2017 2018 Includes Passenger Cars and Light Commercial Vehicles 5 Risk: no rules Geographical production mix changing Fury as China unveils £14,000 copy of Range Rover: British company may take legal action after little-known manufacturer launches brazen copy of offroader • Chinese carmaker Land Wind launched its £14,000 X7 at a motor show • It bore close resemblance to the £40,000-plus Range Rover Evoque • Jaguar Land Rover may take legal action to protect its brand 6 Emerging countries increasing barriers to stimulate the development of local industry MEAN ANNUAL GDP GROWTH 2014-2025 AUTOMOTIVE AUTOMOTIVE INDUSTRY INDUSTRY 2014 units CAGR 2014-2025 MOROCCO 3% 97k 5% ALGERIA 3% 256k 4% STIMOLOUS FOR LOCAL PRODUCTION • 0% VAT for first 5 years (local VAT 20%) • Free zones taxes advantages Emerging countries closing their markets • 0% VAT for first 5 years (local VAT 19%) • FTA with Egypt, Israel, Jordan, Lebanon, Morocco*, Palestinian Territories, Syria, Tunisia and Turkey SOUTH AFRICA 4% NIGERIA 428k 5% • High and Increasing level of import duties. • Incentives for localization with a min 60% of local production n.a. • Local government has the aim to increase local production • 70% Duties on imported vehicles recently introduced • Low level of duties during the first year of localization. Increasing localization required to maintain the advantages 54k 2% Source: IHS , 2014-Internal data (Estimated vol. of imported used vehicles in 2013: 400k) SHARE ON TOTAL AFRICAN MARKET (2013): 81% 7 Risk: increasing investment for local production and development of specific products Local investments needed: Africa need to industrialise Emerging countries closing their markets Product to be developed ad hoc for Africa? 8 Risk: is China taking over Africa? 9 People digital life is evolving, connected car is becoming part of it Connected world and connected car Source: Strategy Analytics 2013; Total head units sales 10 «Connected car» Key facts 100% Connected world and connected car Global penetration of connected car predicted by 2025 45% (Source: SBD, Oct 2013) New cars fitted with smartphone integration solutions by 2018 (Source: SBD, Oct 2013) 2020 2000 ELECTRONICS 22% → 40% will be the main cost component of the vehicle (Source: Strategy Analytics, Oct 2013) 11 Opportunity: the connected car will bring the young generations back on a car? The proportion of young people (<35 yrs) purchasing a new car has dropped by almost an half in 10 years 45 29,30% 26,85% 25% 22,77% 20% 13,67% 15% 10% 2000 2002 2004 2006 2008 2010 40 30 25 36,1 10 45% 35,4 33,5 33,0 32,9 32,5 32,0 1999 0 2001 34,5 34,0 34,2 34,1 33,6 2009 2011 2013 46% 43% 42% 39% 40% 39% 38% 32,2 2005 2007 41% 33,6 2003 2005 43% 34,3 33,0 2001 2003 44% 34,8 33,9 5 47% 46% 33,5 17 15 35,5 34,0 21 20 36,0 34,5 Connected world and connected car 36 Young customers are increasing their preference towards used car (EU 5MM - 2002-2012) 36,5 35,0 40 35 2012 Variation of the age of purchase of first car The trend 1999 – 2012 shows a clear «ageing» Age of purchase of the first car NCBS 5MM 18÷35yrs. New car buyers every 1,000 18÷35yrs. Inhabitants (EU-5MM) 30% Young people purchasing a new car (vs. total young population) has dropped by almost than a half in10 years 2007 2009 2011 2013 37% 2001 37% 2003 2005 2007 2009 2011 2013 12 Customers’ trend: increasing bi-polarity in mature markets Passengers cars (EU 28+EFTA) Customer polarization 18% 70% 12% 2004 Source: 2004, 2013 actuals. For 2018: IHS, April 2014 25% 56% 19% 2013 30% Premium Customer 42% Traditional Mainstream Customer 28% Budget Conscious Customer 2018 13 Global Carsharing opportunities in 2020 Carsharing market: vehicles and Members growth, Global, 2010-2020 Car Sharing 3,5 mn members registered in 2013 Source: Frost&Sullivan , 2014 14 The situation in Italy High Growth in the Italian carsharing: over 100k members in Milan, car2go doubled their fleet with Rome Car Sharing Source: Frost&Sullivan , 2014 15 Opportunity: a market for new products? Car Sharing: Electric vehicles Car Sharing Bollorè: Electric car sharing in Paris Hiriko: first test phases in Barcelona, Berlin, Malmoe, San Francisco, Hong Kong iRoad: collaboration between Toyota and the municipality of Grenoble Milan: EqSharing Renault and the municipality of Pamplona: Car sharing Navarra ZenCar Sharing: project launched in Bruxelles 16 Risk: is the car sharing reinforcing the trend toward car “commoditization”? The car will be a “bother” that is better avoid, at least in the big cities? 17 Index Upcoming challenges for the players in the Automotive industry Challenges and Innovation process in the Automotive Industry Q&A FCA - Innovation - Mission: Build, Optimize & Manage a Globally Coordinated Portfolio of Innovative Activities - Innovation Teams: Globally Deployed, Reporting to Regional Product Development Leaders - Global Innovation Processes: Common Processes Coordinated across the Regions (Innovation Portfolio Management, Strategic Agenda, Technology scouting, Partner Collaboration, Engineering Unit Roadmaps, Public Funding, Training & Awareness etc… ) - Decoupled development: Regional Advanced Engineering Teams NAFTA APAC EMEA LATAM 19 EMEA: Vehicle R&I Network ….moving from a Research Center to a Global Research & Innovation network management. We’ll be a large network which includes: Fiat/Chrysler Regions, Suppliers, Universities, public and private center of competency as partners for Innovation. Innovation Node: Persistent Opportunity for… FIAT/CHRYSLER REGIONS 1. Value 2. Speed Others Regions NAFTA, LATAM, APAC 20 The Innovation Network We have a large network which includes: Fiat/Chrysler regions, suppliers, universities, and public and private centers of competency as partners for Innovation. Innovation Node: Persistent Opportunity for… 1. 2. Value Speed FIAT/CHRYSLER REGIONS 21 Innovation: New Principles and Process INNOVATION REQUIRES OUR WHOLE TEAM ALL DEPARTMENTS WORKING TOGETHER Vehicle Engineering PWT Engineering Manufacturing Product Design Office Product Planning Brand Quality Purchasing Finance HR NEW IDEAS FROM OUR KEY PARTNERS ALL EMPLOYEES! SUPPLIERS No Automotive suppliers And More COLLABORATION WITH THE ENTIRE COMMUNITY Our Customers Competition Customers SUPPLIERS Universities Regional community And More Driving Forces motivating Vehicle Innovation Projects Environmental Sustainability GHG (Green House Gases) CAFE (Corporate Average Fuel Economy) ZEV (Zero Emission Vehicles) Noise Pollution Reduction LCA & Vehicle End of Life Green Materials Social Sustainability Safety (passive, active, preventive) User experiences (HMI, connectivity) Traffic management Mobility of impaired and elderly people Other topics for Competitiveness Performances improvement Functionality and New Features Quality and Perceived Quality Cost management 1. Weight reduction 2. Vehicle Efficiency and Off-cycle Credits 3. Vehicle Systems for Alternative Fuels 4. Integrated Safety & Driver assistance 5. User experience, HMI & Connectivity 6. Comfort & Convenience 7. Perceived Quality & Appearance 8. Cost Management & Standardization All Programs are supported by ENABLING METHODOLOGIES 23 Driving Forces motivating Vehicle Innovation Projects Environmental Sustainability Conformable Storage; CNG, Multi Fuels, Bio Fuels, …. GHG (Green House Gases) CAFE (Corporate Average Fuel Economy) Multi material Joining for Steel, Al, Mg, ZEV (Zero Emission Vehicles) Composites, …. Noise Pollution Reduction LCA & Vehicle End of Life Synthetic Jet, Super capacitors, …. Green Materials Social Sustainability Safety (passive, active, preventive) User experiences (HMI, connectivity) Traffic management Mobility of impaired and elderly people Other topics for Competitiveness Performances improvement Functionality and New Features Quality and Perceived Quality Cost management Sensors Fusion, Driver monitoring and distraction minimization, Perfect Voice Cooperative V2V, V2I Machine Intelligence Multi-physics simulation Integrated human simulation Multi objective performances optimization Self learning methodologies Manufacturing new technologies All Programs are supported by ENABLING METHODOLOGIES 24 International Car CO2 Emission Standards EU Regulatory Framework • The legislation sets a binding target mass for CO2 emissions function of vehicle average calculated on the total sold car per year (banking is not allowed) • The regulation entered in force in 2012 • The target will decrease of 28 g/km in 2020 • Penalties will reach in 2019 95 Euro per g/km exceeding the target 2014 2019 CO2 Target = 175 + 0.093 × (M – Mo) Regulation Phase-in on Volumes M = mass of the vehicle (in running order= kerb weight + 75 kg) M0 = 1706 average mass on EU market (in running order) – updated every 3 year (2018, 2021,…) The target in a calendar year is calculated as the average of the CO2 specific emission of each new LCV registered in that calendar year 2020 2024 CO2 Target = 147 + 0.096 x (M – Mo) Multi Stage Vehicles (MSV) use rule of default added Mass according to EU 143/2013 For larger LCV (i.e. Ducato) it is more convenient to measure CO2 using the ”on Table” roller dyno parameters DRAFT On Table Coast Down For larger vehicles the adoption of the “on Table” coast down result preferable to the road coast down In these cases the VDE improvement is effective only if related to • rolling resistance • brake drag The aerodynamic improvement has a positive effect only in real world use DRAFT 27 Regulation – Addendum (2/2) List of Eco Innovations Applications ECO INNOVATIONS: it is possible to get extra-credits up to 7 gCO2/km at fleet level if improvements whose benefit can not be measured with the homologation procedure are adopted (light, solar roof, …). Each improvement has to guarantee a saving of at least 1 gCO2/km per vehicle – It is the equivalent of the off-cycle credits SUPER CREDITS: None from 2020 – Supercredits are a multiplying factor (up to 2015) to be applied to vehicle with CO2 emission equal or lower than 50 gCO2/km DRAFT 28 Low CO2 add on Technologies Controlled Fuel Pump TechC Regulation Interpretation Electronic Thermostat Variable displacement Oil pump Spoiler Aero Waste Heat Recovery TechE TechA Smart Alternator TechB Engine Stop Start Underbody ESS Aero Zero Drag Brake Active Grille Shutters Aero Air sealing Aero Coolant Stopping Valve TechD Flush caps Aero Height reduction Aero ECO Tire pressure Wheel Arches Aero DRAFT 29 Electrification Hybridization focused on engine assistance. Normally there is no additional content offer to the customer other than fuel economy MICROHYBRID MILD HYBRID Hybridization targeted to electric propulsion. Normally it could offer additional contents to the customers (E-FEATURES) FULL HYBRID ELECTRIC VEHICLE PLUG IN HYBRID CONVENTIONAL ENGINE POWER “EXTENDED START-STOP SYSTEM“ ENERGY RECOVERY (REGENERATIVE BRAKING) E-MOTOR ASSIST ENGINE (EG. BOOSTING) E-LAUNCH: VEHICLE START MOVING IN ELECTRIC ELECTRIC DRIVE: VEHICLE COULD MOVE IN ELECTRIC VEHICLE COULD BE CHARGED FROM GRID (I.E. IT HAS A SOCKET) BEV RANGE EXTENDER DRAFT Eco Friendly Traction Hybrid Traction Ducato Metano Eco Friendly Traction Inner City Camping Cost of the Improvements - «Bang for the Buck» VDE improvement On Board Energy Management Powertrain Technologies Hybrids DRAFT WEIGHT REDUCTION STRATEGY Steel + AHSS (NEW GENERATION) Aluminum Magnesium Composite 2017 - STEP 1 MULTIMETAL Subsystem/component Re-engineering “material substitution” More AHSS, aluminum and Magnesium TODAY 2017+ - STEP 2 MULTIMATERIAL “Architecture Re-engineering and optimization” AHSS, Aluminum, Magnesium and composite BATTERY TECHNOLOGY: THE PROBLEM OF SPECIFIC ENERGY Average electric range with 100 kg of battery cells (urban cycle – 1100 kg) 600 Specific Energy [Wh/kg] 500 Gasoline has a chemical specific energy of 12.200 Wh/kg delivering ~ 2.200 mechanical Wh/kg (NEDC Cycle) 400 km 320 km 400 240 km 300 200 NiMeH 100 0 1970 160 km Li-ioni Co Li-Mn2O4 80 km NiCd Pb Today 100 km Li-ions phosphate 1990 2010 2030 2050 Years Today – on the average – every 100kg of battery cells allow 100km range 35 Feature Technology Overview Active Safety Lane Departure-Warning Plus A E B (city) A E B (inter-urban) Lane Keep Assist Traffic Jam Assistance Control Assistance Adaptive Cruise Control Awareness Blind Spot Monitoring Rear Cross Path Detection Forward Collision Warning 36 Vehicle Automation Scenarios EVOLUTION on the ground / with drivers underground / driverless REVOLUTION on the ground / driverless 37 Car Industry Hardware Trend Panasonic Rotary Control Rear Projection with Physical Controls OLED Curved Screen Transparent Displays for Super Windscreens Car Industry Interface Trend Upgradeable Screen and Faceplate Scalable Interface Audi Smart Display The dockable automotive grade tablet Car Industry Layout Trend Premium Experience Driver Focus Experience Volvo Estate (12’’ CLUSTER + 10’’ Center Stack) Audi Sport quattro (12’’ CLUSTER) Heads Up Display Car Industry Interaction Trend Biometrics Devices Intelligence Predictive Engine Volvo Driver Sensors Mercedes Benz Voice, gestures, proximity, eye tracking Intelligence Driving Agent Flexible Interface Audi Electronic Research Lab, MIT Personal Robots, Senseable Cities Group Cadillac CUE Consumer Trend Impact Product Service System Holistic Apple Experience 3D Printing Intelligence Internet of Things Mercedes – Benz Integrade NEST Style impact on Technology Opel Monza Cadillac Elmiraj Freeform interface, clean iconic shapes and reduced number of physical controls Virtual featuring physical, refined style and ergonomics Nissan Resonance Tesla Model X Physical featuring virtual, Functionality, and compaction KIA GT Cross Audi TT PRODUCT FLEXIBILITY SPECIALTIES MOBILITY NEEDS OPPORTUNITIES THE FUTURE GLOBAL COMPANY & MARKET IT PARADIGM 2025…no flying cars EXTREME SIMULATION SUSTAINABLE PRODUCTS 49