Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational...
Transcript of Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational...
16 January 2019
Deutsche Bank
Global Auto Industry
Conference
Forward-looking statements
1
This presentation, as well as other
statements made by Delphi Technologies
PLC (the “Company”), contains forward-
looking statements that reflect, when
made, the Company’s current views with
respect to current events, certain
investments and acquisitions and
financial performance. Such forward-
looking statements are subject to many
risks, uncertainties and factors relating to
the Company’s operations and business
environment, which may cause the
actual results of the Company to be
materially different from any future
results.
All statements that address future
operating, financial or business
performance or the Company’s
strategies or expectations are forward-
looking statements. Factors that could
cause actual results to differ materially
from these forward-looking statements
are discussed under the captions “Risk
Factors” and “Management’s Discussion
and Analysis of Financial Condition and
Results of Operations” in the Company’s
filings with the Securities and Exchange
Commission. New risks and uncertainties
arise from time to time, and it is
impossible for us to predict these events
or how they may affect the Company. It
should be remembered that the price of
the ordinary shares and any income from
them can go down as well as up.
The Company disclaims any intention or
obligation to update or revise any
forward-looking statements, whether as
a result of new information, future events
and/or otherwise, except as may be
required by law.
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Rick Dauch
Focus on driving operational excellence and profitable growth
Chief Executive Officer and member of the Board of Directors of Delphi Technologies
President and CEO of Accuride Corporation from 2011-2018
President and CEO of Acument Global Technologies from 2008-2011
13 year tenure at American Axle and Manufacturing Inc. from 1995-2008, most recently
as EVP of Worldwide Manufacturing
Diverse, multi-cultural
team of more than
21,000 employees
including more than
5,000 engineers
Why Delphi Technologies?
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Unique opportunity to build a GREAT company at Delphi Technologies
People
Cutting-edge and
differentiated
technology portfolio at
the heart of the
propulsion revolution
Products
30 operating sites
and 12 technical
centers in 24
countries, serving
customers across all
major regions
Global footprint
Long-term profitable
growth and cash
flow potential, with
the flexibility to
invest to support
future growth
opportunities
Value creation
Propulsion solutions for growth markets
Power electronics Gasoline fuel systems CV diesel fuel systems
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Key takeaways
Regulations increasingly challenge
OEMs to reduce CO2 and toxic
emissions
Deep engineering know-how with
comprehensive propulsion capabilities
Aftermarket offerings that provide
high quality and reliability to meet
OEM performance standards
Electrification increasing with important
role for combustion; >80% of vehicles sold
in 2030 will still have an engine
GDi system solutions are growing as
OEMs shift from light duty diesel
Innovative portfolio of solutions,
designed around the propulsion
challenges of today and tomorrow
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Driving the next era of propulsion systems
Future of propulsion
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Cleaner. Better. Further.
Combined power electronics
Propulsion controller
500 bar GDi
3000 bar Diesel CV
Intelligent driving
GDi service program
Transportation industry is changing rapidly
Better
performance
Drives
further
Cleaner
emissions
Levels of connectivity
and autonomyPowertrain
efficiencyElectrification
INCREASING
CONVERGENCE OF
MEGATRENDS
Rapid change allows new and existing technologies to communicate and work together more efficiently
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Gasoline engine management systems
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Increasing injection pressure reduces fuel droplet sizes and injection time, and increases spray
momentum for superior combustion, reducing exhaust particulate number (PN) and sizes
500 bar GDi further improves performance and emissions
200 bar fuel pressure produces
many large particulates350 bar fuel pressure reduces
the exhaust PN by 70%
500 bar fuel pressure further reduces
PN by 50% versus 350 bar
PAST CURRENT FUTURE
Diesel engine management systems
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3000 bar capable Diesel CV system enhances fuel delivery over the life of the vehicle
Closed Loop Injector ControlOn-board electronics and sensors
DFI 21 Common Rail InjectorFast, flexible and efficient
Ø1mm 3 way Nozzle Control Valve for improved response time
Up to 9 injections per cycle for optimal combustion flexibility
3000 bar operation with no fuel consumption penalty
Improved fuel efficiency at lower pressures
Reduced material content of injector
Reduced diameter and size of injector pocket
Preventative
diagnostics
Fuel
consumption
& emissions
over life
Simplify
injector and
engine build
processes
Security – prevents
tampering
On-Board
Diagnostics
Benchmark efficiency - Very low leakage
Overall reduction in injector envelope
Multiple injections
Comprehensive portfolio enables: “Path To Electrification”
1. Total Addressable Content per vehicle Market (TAM) for electrified vehicles
2. Low voltage content per vehicle based off average mid size sedan with no powertrain electrification or incremental content additions
3. ICE content per vehicle based off gasoline GDi, 2-step variable valvetrain internal combustion engine in 2023 and beyond
• Propulsion controller and software
• High voltage inverter
• Combined inverter / converter (CIDD)
• DC/DC Converter
• Battery controller
• System optimization
• Hybrid controller and software
• DC/DC converter
• Inverter
• Propulsion controller and software
• High voltage inverter
• Combined inverter / converter (CIDD)
• DC/DC converter
• Battery controller
• On-board charger
• Propulsion controller and software
• High voltage inverter
• Combined inverter / converter (CIDD)
• DC/DC converter
• Battery controller
• On-board charger
CO2
~15%Reduction
CO2
~25%Reduction
CO2
~50%Reduction
CO2
~100%Reduction
CPV
~$450
CPV
~$1,200
CPV
~$1,500
CPV
~$1500
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48 VOLT MILD HYBRID FULL HYBRID PLUG-IN HYBRID ELECTRIC VEHICLE
Power electronics combined solutions
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Differentiated thermal management capability enables high performance with flexible packaging solutions
Battery
ChargingDC-to-DC
Converter
Starter Generator
Inverter
DC-to-DC
Converter
Propulsion
Inverter
Hybrid control
Unit
Combined Charger & DC/DC Converter Dual Inverter with DC/DC and Hybrid Control Unit
XFUTURE PAST
Future of Intelligent Driving
Improved efficiency, safety and range for both fuel and electric vehicles
Engine Controller Transmission Controller Inverter Battery Management ECU
Camera
Infrastructure
Adapting to driver
Cloud
Crowd
sourcing
Speed
V21
Apps
APP
Vehicle
V2V
Driver interface
Route planning
Radar
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Delphi Technologies’ Intelligent Driving Controls
Results from early vehicle testing demonstrate a 15% fuel consumption benefit
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New collaboration with TomTom
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Collaboration will accelerate
development of Intelligent
Driving through integration
of real-time 3D mapping data
Development of software and
electronics that can anticipate
changing driving conditions, such
as traffic signals, road
congestion and weather
Significant opportunity to improve
fuel economy, reduce emissions
and enhance drive efficiency
…. the location technology specialist
Summary
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Global automotive
electronics technology
leader with differentiated
engineering expertise
Software & Systems
integration capability for
optimum performance and
compliance requirements.
Propulsion controllers
that enable intelligent
driving
More electrification
required for regulatory
compliance and
functionality
Internal combustion
engine solutions will
continue to be relevant
for LV and CV
More “intelligence”
required to manage
increasing content and
complexity
Delphi Technologies offers a range of propulsion solutions to fit customers’ rapidly evolving needs.
Thank you