Andritz AG · VIE:ANDR
Andritz — Investor Day (October 2013)
29 slides from Andritz's investor day presentation, Oct 8, 2013
Slide 1: Trends within the global automotive and automotive supplier industries
Trends within the global automotive and automotive supplier industries Reimund Neugebauer Andritz Capital Market Day, October 8th, 2013, Munich © Fraunhofer 1
Slide 2: I believe in horses: the automobile hype will pass
In 1894, the Times of London estimated that by 1950 every street in the city would be buried nine feet deep in horse manure. I believe in horses: the automobile hype will pass Kaiser Wilhelm II. (1859-1941) In 1920 car makers produced only four million automobiles because the analysts believed the w
Slide 3: Agenda
Agenda 1 The Fraunhofer-Gesellschaft 2 Megatrends and Challenges 3 Cognitive Innovation for Future Products 4 Fraunhofer R&D: Resource-efficient Car Production 5 Conclusion © Fraunhofer 3
Slide 4: The Fraunhofer-Gesellschaft
1 The Fraunhofer-Gesellschaft Organization for applied research Rostock Itzehoe Conducts applied research of direct utility Bremerhaven Hamburg Lübeck for private and public enterprises and Oldenburg Bremen wide societal benefit Berlin Hannover Potsdam-Golm Wildau Budget: € 2.1 billion Münster B
Slide 5: Fraunhofer worldwide
1 The Fraunhofer-Gesellschaft Fraunhofer worldwide Gothenburg Glasgow Brussels Wrocław Paris Vienna Budapest London Bolzano Graz East Lansing Boston Porto San José Beijing Seoul Sendai Cambridge Thessaloniki Plymouth Newark Tokyo Maryland Cairo Dubai Bangalore Ampang Singapore Jakarta Salvador Campi
Slide 6: Agenda
Agenda 1 The Fraunhofer-Gesellschaft 2 Megatrends and Challenges 3 Cognitive Innovation for Future Products 4 Fraunhofer R&D: Resource-efficient Car Production 5 Conclusion © Fraunhofer 6
Slide 7: Megatrend: Global population growth
2 Megatrend: Global population growth Prosperity for 9.6 billion people in 2050 Global population in million 1950 - 2050 Global Population 2013: 7 billion 9000 2050: 9.6 billion 6000 If nothing changes: Million Global resource consumption will triple 3000 by 2050 (UN-Estimation) 0 1950 1960 1970 198
Slide 8: More products: Growing automobile production
2 More products: Growing automobile production Global motor vehicle production 1920 and 1997−2012 90 80 70 60 Financial crisis 50 Million 40 30 20 10 0 1920 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Source: OICA © Fraunhofer 8
Slide 9: Megatrend: Finite availability of resources
2 Megatrend: Finite availability of resources How to sustain growth while using less resources? Estimated availability in years (assuming a constant continuation of the current consumption rate) Indium How long will important Copper resources last without measures for more Crude oil efficiency? Alum
Slide 10: Megatrend: Reducing carbon-dioxide emissions
2 Megatrend: Reducing carbon-dioxide emissions How to reach the EU-28 goals with economic prosperity? 6000000 Financial and Eurozone crisis 5000000 EU 28 Goal 2020 1000 t of CO2 equivalent 4000000 EU 28 Goal 2030 3000000 2000000 1000000 EU 28 Goal 2050 0 1990 1991 1992 1993 1994 1995 1996 1997 1998
Slide 11: Megatrend: Global competition
2 Megatrend: Global competition How to sustain Germany‘s economic competitiveness? 23% 50% 14% 29% China: 23% of China: 50% of China: 14% of China: global global solar all exports from responsible for automobile cell/-module OECD + BRIC 29% of global production production. countries. CO2 emissions (
Slide 12: Agenda
Agenda 1 The Fraunhofer-Gesellschaft 2 Megatrends and Challenges 3 Cognitive Innovation for Future Products 4 Fraunhofer R&D: Resource-efficient Car Production 5 Conclusion © Fraunhofer 12
Slide 13: Cognitive Innovation for future products
3 Cognitive Innovation for future products Paradigm shift for industries Yesterday towards today: » Maximum profit with minimal capital investment « Today and tomorrow: » Maximum value creation with minimal use of resources « Optimised use of energy and resources Closed energy and resource cycle
Slide 14: Efficiency, Emission-reduction, ergonomic engineering
3 Cognitive Innovation for future products Efficiency, Emission-reduction, ergonomic engineering Energy efficient automobiles and manufacturing processes Efficiency speed design Reduction/ E Car Intelligent driver elimination of Emission Ergonomic support and greenhouse-gas reduction engineering hum
Slide 15: Agenda
Agenda 1 The Fraunhofer-Gesellschaft 2 Megatrends and Challenges 3 Cognitive Innovation for Future Products 4 Fraunhofer R&D: Resource-efficient Car Production 5 Conclusion © Fraunhofer 15
Slide 16: Fraunhofer R&D: Resource-efficient car production
4 Fraunhofer R&D: Resource-efficient car production Chassis and Carbody Motor and Drive © Fraunhofer 16
Slide 17: Fraunhofer R&D: Resource-efficient car production
4 Fraunhofer R&D: Resource-efficient car production Chassis and Carbody Motor and Drive © Fraunhofer 17
Slide 18: Motor: Increasing efficiency of combustion engine
4 Fraunhofer R&D: Resource-efficient car production Motor: Increasing efficiency of combustion engine Auxiliary equipment Percentage [%] Valve train Piston assembly Crankshaft Motor speed [1/min] Friction losses in combustion engine Source: (4 cyl. Otto engine, approx. 2 liter displacement) Subaru 3
Slide 19: Motor: Increasing efficiency of combustion engine
4 Fraunhofer R&D: Resource-efficient car production Motor: Increasing efficiency of combustion engine Cylinder system – current situation 35 to 50 % Mechanical losses due to friction 75 to 90 % Blowby and oil consumption Tasks for R&D Dimensional stability of liner bore Optimization of the t
Slide 20: Needs for a breakthrough of electrical vehicles
4 Fraunhofer R&D: Resource-efficient car production Needs for a breakthrough of electrical vehicles Technological and Impact factors for Determine the economic factors consumer choice outcome Electricity Prices Amortisation Goal: 1 million Tax benefits electric vehicles Battery extension on Ge
Slide 21: Electric Drive: Costs and availability of resources
4 Fraunhofer R&D: Resource-efficient car production Electric Drive: Costs and availability of resources Costs Drive with 2 kg of (Nd,Dy)-Fe-B magnets costs of 100-300 EUR (Brose: W. Sczygiol – Forum Elektromobilität, Kongress 2013) OE-target costs for electrical drive: about10 EUR/kW Bild: BOS
Slide 22: Fraunhofer R&D: Resource-efficient car production
4 Fraunhofer R&D: Resource-efficient car production Chassis and Carbody Motor and Drive © Fraunhofer 22
Slide 23: Carbody: Basic Investigations – Forming
4 Fraunhofer R&D: Resource-efficient car production Carbody: Basic Investigations – Forming extension of forming limits with innovative drawing technology multi-point cushion technique (MPC) material AA5754; s0 = 0,8 mm drawing device press force 2500 kN drawing depth [mm] 80 pin number max. 16 βf
Slide 24: Carbody: Elevated investigation – Tailored tempering
4 Fraunhofer R&D: Resource-efficient car production Carbody: Elevated investigation – Tailored tempering Trial-geometry Cooling strategy FE-simulation „B-pillar“ - Left side: water cooled ϑ ≈ 20°C - Right side: tempered ϑ ≈ 300°C Microstructure – Bainit Flow stress (MPa) (heated oil) die plate Imple
Slide 25: Carbody: Deep drawing of Active Macro-Fibre-Composites
4 Fraunhofer R&D: Resource-efficient car production Carbody: Deep drawing of Active Macro-Fibre-Composites (MFC) Multimaterial Design: Macro-Fibre-Composites Advantages Application of Pre-Forming Final-Forming Ultra light smart Glue (viscous (hardening) components (viscous) floating support) D
Slide 26: New carbody concept: modular electrical vehicles
4 Fraunhofer R&D: Resource-efficient car production New carbody concept: modular electrical vehicles Special requirements Rear carriage No transmission tunnel With/without drive unit Integration of functions Defined Crash-safety for batteries interface For modular Front carriage manufacturing
Slide 27: New carbody concept: Energy harvesting by cars
4 Fraunhofer R&D: Resource-efficient car production New carbody concept: Energy harvesting by cars Adaption of Organic Photovoltaic in carbodies: Lightweight and thin Highly flexible form factors are possible Potentially transparent Organic PV: lightweight Energy payback time < 1 year th
Slide 28: Agenda
Agenda 1 The Fraunhofer-Gesellschaft 2 Megatrends and Challenges 3 Cognitive Innovation for Future Products 4 Fraunhofer R&D: Resource-efficient Car Production 5 Conclusion © Fraunhofer 28
Slide 29: Conclusion
5 Conclusion Demographic change is the major cause for most megatrends. Personalised products in medicine, consumer goods and mobility will increase. Efficiency technologies and products secure new markets and help to keep costs competitive. Smart components for product connectivity and func