© ZF Friedrichshafen AG, 2014 1 2014-06-26
ZF Friedrichshafen AG
Member of the Board of Management
Michael Hankel
Innovation and Value Add within the CV-Industry
© ZF Friedrichshafen AG, 2014 2 2014-06-26
Efficiency for Motion and Mobility
Global Megatrends
Society and
Environment
Politics,
Legislation,
Finance
Market and
Customer
Technology
and Product
A
B
C
D
E
F
G
Megatrends
Commercial Vehicles
Reduction of CO2 and Emissions
Total Cost of Ownership
Reliability / Availability
Connectivity
Regional Trends
Globalization
© ZF Friedrichshafen AG, 2014 3 2014-06-26
Volatile markets strengthen uncertainty
HCV > 6 t in 1,000 units
0
500
1.000
1.500
2.000
2.500
3.000
3.500
4.000
1990
1992
1994
1996
1998
2000
2002
2004
2006
2008
2010
2012
2014
2016
2018
11/10: +7%
12/11: -10%
13/12: +/-0%
Year to year change of CV production in %
Western Europe North America
South America Asia
2013: Pre-Buy-Effekt
© ZF Friedrichshafen AG, 2014 4 2014-06-26
Abstract of trends
Driveline Passenger Cars
Downsizing
Variant Diversity
Electrification
E-Mobility
Connectivity / ADAS
Chassis Passenger Cars
Mega City Vehicles
Fully-Automated/
Autonomous Driving
Lightweight Design
Functional Integration
Commercial Vehicles
TCO
Robustness
Increase of Efficiency
Electrification (i.e. Bus)
HEV/BEV
Parallel Hybrids
Further (i.e. Construction)
Consumption Reduction
Telematics
Driver Assistance
Electrification
Semi-Autonomous Driving
Platform Strategies
Modular Design
Commoditization
Cost-Reduction
Localization
‘Best Market Fit’-
Technologies
© ZF Friedrichshafen AG, 2014 5 2014-06-26
Volume bundling in platforms
or modular kits
Strong dependency on fewer
platforms
Big OEM reduce dependency
via dual sourcing concepts
Holistic acquisition strategy
necessary
Challenges Mega platforms – growing pressure on suppliers
© ZF Friedrichshafen AG, 2014 6 2014-06-26
All „classic“ domains will change rapidly within the next years!
Changes for the future CV
Flexible / scalable functional- & SW-architecture „The Rolling Robot“
Main challenge are shorter innovation cycles.
Modular concepts are of high necessity.
System
Architecture
Open Standards
Robustness Portability
Transparency Extension
Effective Code Scalability
PreVision GPS for the transmission system TraXon
© ZF Friedrichshafen AG, 2014 7 2014-06-26
Challenge for OEM
Differentiation USPs
Economies of scale by
putting volumes from
different OEMs together
‘Economies of scales’ Konflikt
A product which offers
the possibility for differentiation
The OEM has to offer a
better truck than the competition.
…need for USPs Conflict
“Supplier's approach”
© ZF Friedrichshafen AG, 2014 8 2014-06-26
One transmission – five modules The new, modular TraXon transmission
For heavy CVs
Development objectives: Cost-effectiveness, Reduction of life-cycle costs (LCC)
Modular design: Single or twin plate clutch
Dual-clutch module
Hybrid module
Engine-dependent PTO
Torque converter clutch module
© ZF Friedrichshafen AG, 2014 9 2014-06-26
Design to Market
will be achieved via:
Usage of an existing local design together with an established brand name
Smart design solutions for components considering local supplier structure
No compromises in terms of process and quality standards
means:
Consider local vehicles prices
Go for 100 % local suppliers
Basic design with approved regional derivations
© ZF Friedrichshafen AG, 2014 10 2014-06-26
3.155
3.661
0
200
400
600
800
1.000
1.200
1.400
1.600
1.800
2.000
0
500
1.000
1.500
2.000
2.500
3.000
3.500
4.000
1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018
China
Western Europe North America
India
Scale
total
production
(column)
Scale regional production (lines)
Local for Local
Trend
© ZF Friedrichshafen AG, 2014 11 2014-06-26
Supplier Development
Global Sourcing
Supply Chain Management
Strategic Cost Management
Quality Management
Electronic Processes
Supplier Management
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