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1 Future ICE technology - Automotive Megatrends USA 2013.pptx
Automotive megatrends 2013
Dearborn, March 19th, 2013
Trends in ICE-Technologies
2 Future ICE technology - Automotive Megatrends USA 2013.pptx
Besides Electrification, improvements in conventional powertrain technologies will play a major role looking forward
Source: Roland Berger
US Europe China Japan
Sm
all
M
ed
ium
P
rem
ium
S
UV
BEVs
Downsized
gasoline
PHEVs
BEVs Small
downsized
gasoline
Gasoline
HEVs
Downsized
gasoline
Mild
hybrids
48V
Hy-
brid
Strong
downsized
gasoline
PHEVs
Medium
downsized
gasoline BEVs
48V
Hy-
brid
Strong
Gaso-
line
HEVs
48V
Hy-
brid
BEVs
Strong
downsized
Diesel
Small
downsized
Gasoline
Down-
sized
Gasoline
Gasoline
HEVs
Mild
hybrids
Diesel
HEVs
3 Future ICE technology - Automotive Megatrends USA 2013.pptx
The combustion engine will see major developments in the next years to leverage its potential for efficiency increase
MAJOR TRENDS IN FUTURE COMBUSTION ENGINES
PO
WE
RT
RA
IN S
YS
TE
MS
E
XH
AU
ST
G
AS
Technology/ component
Turbochargers
Fuel injection
Valvetrain (VVT/VVL)
Electric power steering (EPS)
Electric auxiliaries/cooling
Integrated starter generator (ISG)
Advanced transmissions
Exhaust gas recovery
HCCI/CAI
Improved combustion process
Catalysts/particulate filters
Adv. DeNOX systems
A
Exhaust gas recirculation
Technological maturity
Market entry barriers
Benefits/ Costs
Trend/market outlook
C
B
D
Source: Roland Berger
4 Future ICE technology - Automotive Megatrends USA 2013.pptx
The market for turbo-chargers is expected to grow strongly in the coming years
Charging technologies are expected to grow strongly until 2025 driven mainly by multi stage and superchargers
Key trends and market development until 2025
Key trends
• Turbochargers have CO2 emissions reduction potential of downsizing engines up to 12% for diesel engines/ 14% for gasoline engines
• They provide increased driving comfort through optimized torque characteristics – At strongly downsized engines additional variable or multi-stage due to drivability
• Customers will directly benefit from this technology through lower fuel consumption and better driving performance
• Turbocharged gasoline engines to become standard application in Europe (already standard for diesel engines)
• VTG charger are already rolled out or will be rolled out by 2015 in Europe, China, India, Japan/Korea and Russia; in NAFTA, it will remain insignificant even by 2025
• As for other charging technologies (incl. multi-stage and supercharging), they are partly still in development will remain low in market shares, even in 2025, but will enjoy strong growth until then
Moderate growth Strong growth Significant growth
MARKET DEVELOPMENT UNTIL 2025
Source: Roland Berger
A TURBOCHARGING
5 Future ICE technology - Automotive Megatrends USA 2013.pptx
Conventional turbochargers will see very high penetration in the Triad markets
Source: Roland Berger market model
Technology Market
Conven-
tional
VTG
Multi Stage
Super
charged
Triad
Emerging
Triad
Emerging
Segment 2012 2015 2025 2020
Premium
Other
Premium
Other
Premium
Other
Premium
Other
Triad
Emerging
Premium
Other
Premium
Other
Triad
Emerging
Premium
Other
Premium
Other
>5% >10% >20% Penetration level: >30%
Penetration level of >5% won't be reached up to 2025
Penetration level of >5% won't be reached up to 2025
Penetration level of >5% won't be reached up to 2025
A TURBOCHARGING
6 Future ICE technology - Automotive Megatrends USA 2013.pptx
VTGs, twin scroll and multi-stage turbos are available and in usage – For e-turbo, technical challenges need to be solved
1) Illustrative penetration among charged engines
2) Variable turbine geometry, variable nozzle geometry
3) Turbo with e-motor support
Key trends – Turbo charger technologies
E-turbo3) Multi-stage Twin scroll VTG2)
Benefits • High specific
power
• No turbo lack
• High specific
power
• Reduction of
turbo lack
• Reduction of
turbo lack
• Control of EGR
Limitations
compared to
conventional turbo
• Very high cost
• Required electric
power
• High cost
• Complex control
• Slightly higher cost • Higher cost
• Temperature resis-
tance (usage in
gasoline engines)
Source: Roland Berger
A TURBOCHARGING
Diesel Gasoline Diesel Gasoline Diesel Gasoline Diesel Gasoline
Penetration1)
Technology
maturity ✓ (✓) ✓ ✓ ✓ ✓
7 Future ICE technology - Automotive Megatrends USA 2013.pptx
With ongoing demand for improved thermal management, cooling auxiliary parts will be increasingly electrified until 2025
Key trends and market development until 2025
B ELECTRIC AUXILIARIES/COOLING
Source: Roland Berger
Moderate growth Strong growth Significant growth
The market for auxiliary electrics and cooling is expected to grow strongly in the coming years
Key trends MARKET DEVELOPMENT UNTIL 2025 • Currently most auxiliaries are driven by the belt drive, partly on-demand
supply (e.g. BMW climate compressor)
• Water pumps are increasingly electrified (e.g. supplied by KS Pierburg for BMW)
• Further thermal management such as oil pump and climate compressor components will be electrified
• Brushed motors are utilized to increase fuel efficiency in the future (e.g. VW and GM for CFM)
• Trend to beltless engines in the long-term (initially planned for Daimler "MOVE" engines)
8 Future ICE technology - Automotive Megatrends USA 2013.pptx
Electric auxiliaries replace mechanical components in the thermal management system
Overview development of electric auxiliaries
Refrigerant circuit Cooling medium circuit
• Electric components will be utilized in future thermal management systems
• The higher share of electric motors shifts the Tier-1 supply from mechanical towards electric suppliers
Electric Compressor
Heat exchanger
Electric water pump
Chiller
Electric solenoid valve
Electric solenoid valves
Evapora
tor
Coolin
g fan m
odule
Condeser
Battery
Coolin
g
module
TECHNOLOGY SPLIT 2010 vs. 2020 [%]1)
9%
60%
On-demand/
electric
auxiliaires
Conventional
auxiliaries
2025E
40%
2010
91%
100% 100%
1) Europe, gasoline + diesel
Thermal management system
COMMENTS
Source: Roland Berger
B ELECTRIC AUXILIARIES/COOLING
9 Future ICE technology - Automotive Megatrends USA 2013.pptx
The market for exhaust heat recovery will grow moderately driven by heat-to-heat exchangers and TEG
Key trends and market development until 2025
C EXHAUST GAS HEAT RECOVERY
Source: Roland Berger
Moderate growth Strong growth Significant growth
The market for different exhaust heat recovery solutions is expected to grow strongly in the coming years
Key trends MARKET DEVELOPMENT UNTIL 2025 • Upcoming CO2 regulation will fasten introduction of exhaust gas heat
recovery systems
• For conventional powertrain, focus in the short-term will be on Heat-to-Heat transfer to shorten cold-start progress
• There is currently a hype for thermoelectrics with first implementations plans for 2015 – But even with expected technology enhancements powertrain efficiency gains will be limited
• Turbo-compounding and Rankine cycles (Heat-to-Power) will be focused in MD/HD commercial vehicles, as they have less package restrictions
• Other heat recovery systems are not expected to be introduced before ~2025
10 Future ICE technology - Automotive Megatrends USA 2013.pptx
Heat-to-Heat and thermal electricity will become main exhaust gas heat recovery technologies for light cars
Overview of heat recovery systems
RATIONALE
• Turbocharger shaft for extracting power from the exhaust gas, electricity via small generator between turbine and compressor
• Second turbine in the exhaust to further obtain usable energy from the exhaust gas, power transferred to crankshaft
• Heat recovery via exhaust heat exchanger operating turbine/expander, heat rejection via condenser
• Regeneration of exhaust heat in separate compressor (close to engine), heat transferred to crankshaft
• Various other thermodynamic cycles, less mature than ORC, focus on reducing complexity
• Heat up oil/cabin (cold start optimization) • Relatively easy to integrate, however
potential only at cold start
• Very low efficiencies • Today, primarily fundamental research
• Two different materials in a heat flow using a temperature difference can generate electricity (Seebeck effect)
Electrical
Organic rankine cycle (ORC)
Simplified rankine ("Heat-to-Power")
Other cycle (Ericson, Joule, Stirling)
Thermoelectric generator (TEG)
Exhaust heat exchanger
Mechanical
Thermoaccoustic, catalytic, …
PRINCIPLE/ TECHNIQUE
Turbocompounding
Thermo-dynamic cycle
Thermal electricity
Heat-to-Heat
Other
ENGINE EXHAUST
Mature technologies
Main technologies
for light cars
Source: Roland Berger
C EXHAUST GAS HEAT RECOVERY
11 Future ICE technology - Automotive Megatrends USA 2013.pptx
Exhaust heat exchangers have already high maturity – TEG will leverage it package advantages in the long term
POTENTIAL BY PWT-TYPE POTENTIAL BY SEGMENT
Effi-ciency
Packa-ging
Costs Transient operation
Maturity ICE Hybrid Range extender
Premium light veh.
Volume light veh.
Truck
Heat-to-Heat + 0 + + + + + + + − − ++ + −
TEG − + − − − − − + + − − − −
Rankine (ORC) − − − − − − 0 − − 0 + − − − +
Other cycle (heat to power)
− 0 − − − − − − − − − − − − − −
Other (thermo- accoustic etc.)
− − 0 − − − − − − − − − − − − − − − −
• Exhaust heat exchanger high potential to increase cold-start efficiency for ICEs (also in combination with integration manifolds)
• In the long term most promising concepts for light vehicle are TEG, however today technology expensive with low efficiency (<5%)
• For trucks, Turbo-Compounds see beneficial, as the are advantageous at constant driving conditions
Technology assessment exhaust gas heat recovery systems (technology level today)
Source: Interviews; Roland Berger
Turbo-compound
01) − − − − + 0 − + 0 − − 0
1) Turbocompound only efficient in stationary operating points, recently also rejected by CV OEMs
C EXHAUST GAS HEAT RECOVERY
12 Future ICE technology - Automotive Megatrends USA 2013.pptx
Due to legislation reasons, DeNOx systems will enjoy strong growth in all regions
Key trends and market development until 2025
Source: Roland Berger
D ADVANCED DeNOxSYSTEMS
Moderate growth Strong growth Significant growth
The market for advanced DeNOx systems is expected to grow strongly in the coming years
Key trends MARKET DEVELOPMENT UNTIL 2025 • DeNOx technologies have high potential due to upcoming legislations;
e.g. they are required in EU for EU 6 diesel engines and lean stratified gasoline engines
• These technologies are currently available almost only in Triad regions with partly low penetrations, and currently deployed mostly in the premium segment
• It is expected that DeNOx technologies will be widespread by 2015/2020 in Triad regions, and by 2025 in most other markets, with strong growth rates during these time periods
• DeNOx for Diesel engines will be more popular than Gasoline engines
13 Future ICE technology - Automotive Megatrends USA 2013.pptx
Development of penetration level of DeNOx technologies – Diesel systems in Triad markets with fastest penetration
Source: Roland Berger market model
D ADVANCED DeNOxSYSTEMS
Other
Premium Emerging
Other
Diesel Premium Triad
Gasoline Premium Triad
Other
Premium Emerging
Other
>1% >5% >10% Penetration level:
Technology Market Segment 2012 2015 2025 2020