Mersen Sa · EURONEXT:MRN
Mersen Sa — Investor Presentation (March 2017)
38 slides from Mersen Sa's investor presentation, Mar 23, 2017
Slide 1: Electrical Power Segment: EV/HEV – e-Mobility
ELECTRICAL POWER SEGMENT SOLUTIONS FOR POWER MANAGEMENT BU EV/HEV – e-MOBILITY The famous 1900 Löhner-Porsche first hybrid electric vehicle Public Internal Confidential Updated 2017-03-23
Slide 2: Over 130 Years of Experience
OVER 130 YEARS OF EXPERIENCE 2 Mersen EV/HEV presentation – Updated 2017-03-23
Slide 3: 2016 Key Figures
2016 KEY FIGURES SALES STAFF LEADERSHIP POSITIONS WORLD €764 M* 6,110* N°1 & N°2 36 % NORTH AMERICA PRESENCE IN 35 COUNTRIES GRAPHITE-BASED ANTI-CORROSION EQUIPMENT 34 % EUROPE BRUSHES AND BRUSH-HOLDERS FOR 30 % ASIA AND REST OF THE WORLD INDUSTRIAL ELECTRIC MOTORS HIGH-TEMPERATURE ISO
Slide 4: Organization: Segments / Business Units
ORGANIZATION: 2 SEGMENTS / 5 BUSINESS UNITS 4 Mersen EV/HEV presentation – Updated 2017-03-23
Slide 5: EP Segment Product Portfolio over 2 BUs
EP SEGMENT PRODUCT PORTFOLIO OVER 2 BUS Electrical Protection & Control Solutions for Power Management Fusegear LV GP Fuses MV GP Fuses Surge Protection Special purpose / Semiconductor protection Fuses LV Switches Cooling PV Energy High Power Management Switches Power Rail Vehicle Busbar 5 Mersen EV
Slide 6: Solutions for Power Management
SOLUTIONS FOR POWER MANAGEMENT
Slide 7: SPM within Mersen EP Segment
SPM WITHIN MERSEN EP SEGMENT REFERS TO PASSIVE COMPONENTS, ASSEMBLED WITH POWER SEMICONDUCTOR DEVICES OR BATTERY CELLS TO CONVERT, MANAGE AND STORE ELECTRICAL ENERGY Wafering Crystal Growth Front-End Polishing Silicon, SiC, GaN… Lithography, deposition, etching, Bare-die Crystal ingot Wafer metalliz
Slide 8: SPM Playground: Med & High-Power Applications
SPM PLAYGROUND: MED & HIGH-POWER APPLICATIONS 10MW+ Electrical Grid 1MW Wind Turbine Power Transportation 100kW PV Inverter Traction / Marine Energy Storage UPS & Motor 10kW Drives EV/HEV, Buses, Trucks & Battery Charger Medical <1kW White Goods. Consumer 600V 1,200V 1,700V 3,300V 6,500V 10kV+ Power
Slide 9: Our Applicative Markets in SPM
OUR APPLICATIVE MARKETS IN SPM Industrial Heavy Industry Plant (Paper, Steel, Alu, Oil & Gas...) Light Industry Plant Electricity Production & Distribution 21% Solar Wind mill HVDC/FACTS Electrical Energy Storage 57% Hydro / Gas Transportation Railway 20% Aeronautic Autom
Slide 10: Global and Dedicated Manufacturing Footprint
MERSEN Solutions for Power Management offer: A global and dedicated manufacturing footprint Cooling Busbar Fuse / Hybrid Angers, France Toronto, Canada ~ 100 pers. ~ 80 pers. La Mure, France Saint-Bonnet, France ~ 55 pers. ~425 pers. Rochester, USA ~110 pers. Shanghai, China ~ 170 pers. Our quality
Slide 11: Mersen Solutions for EV/HEV
MERSEN SOLUTIONS FOR EV/HEV Thomas Edison electric car (1913) Public Internal Confidential
Slide 12: EV/HEV Market Segment Performance Added-Values
EV/HEV MARKET SEGMENT PERFORMANCE ADDED-VALUES BEV BEV > 250kW BEV BEV e-truck Sport e-bus 200kW Premium car Luxury Car Electric Power HEV HEV HEV Non-premium 100 kW Laminated Busbar connections Car BEV HEV Advanced cooling technology Advanced DC over current protection technology Busbar electric co
Slide 13: What Mersen Product for What Function in EV?
WHAT MERSEN PRODUCT FOR WHAT FUNCTION IN EV? Cooling Cooling Plate Main Auxiliaries Hybrid OCPD Hybrid DC DC fuse Power Relay SPD Fuse Busbar Battery Pack / BDU / MSD Charging Station Monitoring Busbar Module Fuse Battery Module Cooling PDU: Power Distribution Unit BDU: Battery Disconnect Unit Busba
Slide 14: Laminated Busbar
GAC LAMINATED BUSBAR
Slide 15: Smart Monitoring Busbar
SMART MONITORING BUSBAR TO HANDLE BOTH HIGH POWER AND SMALL SIGNAL IN A SINGLE CONNECTION SOLUTION ALL-IN-ONE CONNECTION SOLUTION: Connect Li-ion or supercap cells together Monitor small signals such as Individual cell voltage Local temperature CUSTOMER’S BENEFITS: Ease assembly proces
Slide 16: Water-Cooled Busbar for Critical Thermal Applications
WATER-COOLED BUSBAR TO HANDLE CRITICAL THERMAL APPLICATIONS TEMPERATURE RISE MANAGEMENT FOR: Battery modules Capacitor bank High power density inverter CUSTOMER’S BENEFITS: Hot-spot elimination Dielectric extended life-time Metal cost saving (can use thinner copper) 16 Mersen EV/HEV
Slide 17: Mersen Smart-Busbar in Mercedes S400 Hybrid
MERSEN BUSBAR IN EV/HEV INDUSTRY MERSEN SMART-BUSBAR IN MERCEDES S400 HYBRID 39 cells in series, 4 thermal sensors, voltage sensor on each cell 17 Mersen EV/HEV presentation – Updated 2017-03-23
Slide 18: Laminated Busbar for Bosch / Porsche 918 Spyder
MERSEN BUSBAR IN EV/HEV INDUSTRY MERSEN LAMINATED BUSBAR FOR BOSCH / PORSCHE 918 SPYDER BATTERY PACK 385 VDC battery pack, 6.8 KWH, up to 600A peak 18 Mersen EV/HEV presentation – Updated 2017-03-23
Slide 19: Mersen Busbar in EV Trucks
MERSEN BUSBAR IN EV/HEV INDUSTRY MERSEN BUSBAR IN EV TRUCKS (15 TONS / 400VDC) Every smart busbar includes: • 6 temperature sensors • 5 voltage sensors Copper bar 2 mm Small signal PET dielectric Temperature sensors connector 19 Mersen EV/HEV presentation – Updated 2017-03-23
Slide 20: Busbar for Supercapacitor Bank in Stationary Storage
MERSEN BUSBAR IN EV/HEV INDUSTRY MERSEN BUSBAR FOR SUPERCAPACITOR BANK IN STATIONARY STORAGE BUSBAR FOR 4X5 CELLS TIN PLATED 54V 150A -40/+65°C LASER WELDING EASY OF INSTALLATION 20 Mersen EV/HEV presentation – Updated 2017-03-23
Slide 21: LBB Design: A Complete Simulation Tool-Set
LBB DESIGN: A COMPLETE SIMULATION TOOL-SET MECHANICAL SIMULATION Optimization of part placement to save space in the final assembly Ensure mechanical constraints of heterogonous materials ELECTRICAL SIMULATION Contact routing to meet clearance & creepage Current distribution compliant wi
Slide 22: Cooling
Customer A COOLING Customer C BATTERY & INVERTER Customer B Customer D
Slide 23: Three Cooling Technologies
THREE COOLING TECHNOLOGIES To meet customer’s needs at the closest Air Cooling Phase-Change Cooling Thermal resistance Liquid Cooling 23 Mersen EV/HEV presentation – Updated 2017-03-23
Slide 24: Three Core Industrial Know-How for Cooling Products
THREE CORE INDUSTRIAL KNOW-HOW TO MANUFACTURE BEST-IN- CLASS COOLING PRODUCTS Vacuum brazing: a key step Swaging: a cost-effective Heat-pipe assembly: a to seal our liquid cold-plates and reliable technology for phase-change technology for heat-sink fins assembly most-demanding applications • High t
Slide 25: Cooling Plate for Siemens ELFA Hybrid-Bus Drives
MERSEN COOLING IN EV/HEV INDUSTRY MERSEN COOLING-PLATE FOR SIEMENS ELFA HYBRID-BUS DRIVES Liquid cooling plate for hybrid-bus 50 KW to 180 KW motor inverter 25 Mersen EV/HEV presentation – Updated 2017-03-23
Slide 26: Cooling Plate for EV Battery Pack (Pin Fin)
MERSEN COOLING IN EV/HEV INDUSTRY MERSEN COOLING PLATE FOR EV BATTERY PACK CHINESE MANUFACTURER PASSENGER CARS PIN FIN PLATES TO COOL DOWN 24 CELLS SINGLE-SIDED 4 PLATES PER BATTERY PACK PER CAR BRAZED CONNECTORS 26 Mersen EV/HEV presentation – Updated 2017-03-23
Slide 27: Cooling Plate for EV Battery Pack (6 Plates)
MERSEN COOLING IN EV/HEV INDUSTRY MERSEN COOLING PLATE FOR EV BATTERY PACK COOLS DOWN 12 CELLS ON EACH PLATE CHINESE CAR MANUFACTURER 6 PLATES PER PACK PER CAR 27 Mersen EV/HEV presentation – Updated 2017-03-23
Slide 28: DC Over Current Protection
DC OVER Company A Company C CURRENT PROTECTION Company B
Slide 29: DC Protection at Mersen: Technology Paths
DC PROTECTION AT MERSEN: 3 TECHNOLOGY PATHS Monolithic Hybrid technology technology EVpack-fuse χp series Product range M-fuse χs series Semiconductor + Core technology DC-Fuse Pyro + clearing elements Switch Fast-acting protection < 1ms Low-cost technology Fast-acting protection Ultra fast-acting f
Slide 30: Typical EV/HEV Protection Topology and Devices
TYPICAL EV/HEV PROTECTION TOPOLOGY AND DEVICES Inverter + Motor Main battery pack 1 to 16 battery modules assembled in series/parallel (1 fuse per module up to 16 fuses) Maintenance Safety Disconnect MSD 450 1,000 V (1 fuse + DC contactor) Up to 800 A Junction Box / 450 1,000 V Battery Disconn
Slide 31: Families of Protection and Operation Devices for DC
3 FAMILIES OF PROTECTION AND OPERATION DEVICES FOR DC APPLICATIONS 1200 Hybrid DC power relay 1100 χs series 1000 EV Battery Pack fuse Protection Hybrid DC 900 MSD / BDU / Junction Box protection 800 χp series EVpack-fuse V (Volt) 700 600 500 400 300 200 Battery Module Protection 100 48 M-fuse In (A
Slide 32: DC Fuse Series for Battery Protection
4 DC FUSE SERIES FOR BATTERY PROTECTION BDU / MSD / main Fuse EVpack-fuse Aux. Fuse 1000 900 MEV100 series 1,000 VDC - 8 to 600 Amp 800 Voltage (Volt) 700 MEV70V series: Designed for large inrush MEV70 series 600 current 700 VDC – 35 to 600 Amp 500 MEV55 series 550 VDC – 5 to 50 Amp 400 300 200 M-fu
Slide 33: Fuse Products Line-Up for Battery DC Protection
9 FUSE PRODUCTS LINE-UP FOR BATTERY DC PROTECTION 1000 MEV100C 8 30A 900 MEV100A MEV100J 50 300A 350 600A 800 Voltage (Volt) 700 MEV70V MEV70A 35175A* 50600A 600 MEV55C MEV55S 530A 500 160500A 400 300 200 100 MFxxA / MFxxB 48 50 200A In (Amp) 150 300 450 600 *: MEV70V. Specifically design
Slide 34: EVpack-fuse Designed to Match DC Contactor Operation
MERSEN EVpack-fuse HAVE BEEN DESIGNED TO MATCH DC CONTACTOR OPERATION. MBC VALUE MATTERS… Matching DC contactor with DC fuse is not trivial. Contactors offer a limited max. breaking capacity value beyond which the fuse must clear the circuit in the eventuality of a default . Typical matching scheme
Slide 35: χP: Hybrid Over Current Protection Device
χ P : HYBRID OVER CURRENT PROTECTION DEVICE The Xp system is composed by fast acting pyro element, controlled by a gate current, plus a parallel clearing element This protection meets custom requirements of very fast operating time and very high overload current Main features and Benefits DC
Slide 36: χS EV: Hybrid DC Power Relay
χ S EV: HYBRID DC POWER RELAY XsEV have been engineered to provide high DC switching performances versus conventional mechanical power relay. XsEV provides maximum flexibility in equipment design and ultimate DC operation performance. This Power Relay is a Hybrid technology with the capability o
Slide 37: DC Protection Offer at Mersen: Summary
DC PROTECTION OFFER AT MERSEN: SUMMARY Monolithic Hybrid technology technology Pyro + clearing Semiconductor Family DC-Fuse elements + Switch EVpack-fuse χp χs M-fuse series series Resettable Yes Time to clear high fault current Excellent, 10 of µS Good, 100’s of µs Good, a few ms Slow to melt Excel
Slide 38: Mersen: Establishing DC Protection Rules
MERSEN: ESTABLISHING DC PROTECTION RULES… 38 Mersen EV/HEV presentation – Updated 2017-03-23