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© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
Global Challenges – Discover the MarketsBernd Eckl, Executive Vice President Sales, Marketing & Business DevelopmentGETRAG
© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
Markets – global vehicle production (up to 6t)
AMT Automatic CVT DCT EV MT
Global Challenges – Discover the Markets
Source: IHS Automotive, August, 2012 3
© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
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2000 2002 2004 2006 2008 2010 2012 2014 2016 2018
BRIC (excl. ASEAN)
Mature Markets
Global Light Vehicle Sales Long-term growth in emerging markets only
Recovery of the mature markets after the financial crisis is steady, but the pre-crisis level can not be reached
The emerging markets will overtake mature markets sales volume in the next years (2015/16)
BRIC +69%, CAGR = 6,8%Mature +18%, CAGR = 2,0%
Change 2011-2019
Source: IHS Spring Conference March 27th, 2012
Global Challenges – Discover the Markets
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© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
Global Challenges – Discover the Markets
Go East to win the West
Competitiveness▪ High volumes in East ▪ Global supply chain
advantages globally improved cost base
Market Share ▪ Chinese OEMs increase
global market share ▪ Modular global product
platform approach
Risk Management ▪ Balance global
market volatilities ▪ Global capex
utilization
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© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
GETRAG M. Kotecha
CEO
GFTK. O‘Neill COO
GAPG. Spaulding
CEO
ManufacturingJ. McDonald
EVP
PurchasingYH. LeeEVP
PDD. LexaCTO
Finance /ITM. McMillan
CFO
SalesB. EcklEVP
HRM. Günter
VP
QEHSO. Kunde
VP
Corporate Affairs
U.SchneeweissVP
Global Challenges – Discover the Markets
GETRAG Functionsnew organisational structure since January 2012
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© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne Source: IWF, Worldbank, September 2012
Global Challenges – Discover the Markets
GDP Growth by country (in percent)
GDP Growth rates of emerging markets are expected to remain on a high level, motor vehicle density will increase significantly
%
MV = Motor vehicles include cars, buses, and freight vehicles but do not include two‐wheelers
47 MV per 1000 people18 MV
per 1000 people
564 MV per 1000 people
802 MV per 1000 people
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© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
Global Challenges – Discover the Markets
GETRAG Regions (MT Manufacturing)
Nanchang
Cologne
NeuensteinBordeaux
Halewood
Ganzhou
NEW:Sanand
RosenbergYudu
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© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
Global Challenges – Discover the Markets
GETRAG Regions (DCT Manufacturing)
NEW:Nanchang
Bari
Neuenstein
Irapuato
Kechnec
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© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
Global Challenges – Discover the Markets
GETRAG Regions (Engineering Centres)
Nanchang
Cologne
Untergruppenbach
Göteborg
Sterling Heights
NEW:Shanghai
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© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
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2010 2015 2020 2025
EU PC
US CAFE PC
US CAFE LT/MDV
JAPAN
CHINA PC
10095
166
11495
8,6(7,5)
6,4(5,7)
4,3(3,8)
2,1(1,9)
Source: Transmission Report 2012, Supplier Business
Global Challenges – Discover the Markets
Markets – CO2 Legislationworldwide emission standards and developments
l / 100km CO2 g/km
gasoline(diesel)
PC = passenger car LT/LDT = light trucks (pick‐up, van, SUV) MDV = Medium duty vehicle
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© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne Source: IHS Automotive, August 2012
Global Challenges – Discover the Markets
Markets – From Manuals to AutoGlobal shares of transmission types by region (vehicle production)
0,5 % Hybrid
3,5 % Hybrid
2,0 % Hybrid
7,3 % Hybrid
0,1 % Hybrid
1,0 % Hybrid
(includes vehicles up to 6t)
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AMT Automatic CVT DCT EV MT
© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
SOUTH AMERICA• cost as central factor
NORTH AMERICA• ease of operation• comfort• good launch perfomance• behaviour follows fuel price
3175 cc 2720 cc
EUROPE• control of drive• sensitivity for fuel economy• increasing comfort desire
1770 cc 1635 cc
CHINA• cost as central factor, focus
on vehicle sales price• preference for „western“ high
performance vehicles, quality (status)
1760 cc 1710 cc
1540 cc 1560 cc
INDIA / SOUTH ASIA• cost, cost, cost• highest fuel price compared
to purchasing power focus on fuel savings and cost of ownership
• fuel economy
JAPAN / KOREA• ease of operation• comfort• stop & go traffic
1880 cc 1820 cc
avg. displacement [in cc]2012 2019(with reference to vehicle production region)
1660 cc 1540 cc
Global Challenges – Discover the Markets
Regional consumer preferences & drivers
Source: IHS Automotive, August 2012 16
© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
Global Challenges – Discover the Markets
Attributes per region
UNITED STATESEUROPE
CHINA
INDIASOUTH AMERICA
JAPAN
UNITED STATESEUROPE
CHINA
INDIASOUTH AMERICA
JAPAN
UNITED STATESEUROPE
CHINA
INDIASOUTH AMERICA
JAPAN
UNITED STATESEUROPE
CHINA
INDIASOUTH AMERICA
JAPAN
UNITED STATESEUROPE
CHINA
INDIASOUTH AMERICA
JAPAN
attributesMT AMT AT DCT CVT regional weighting
low high
cost ++ + 0 0 ‐
fuel economy 0 + + ++ +
weight ++ + 0 0 ‐
driveabilityperformance 0 ‐ + ++ +
comfort 0 ‐‐ + + +
++ excellent + very good 0 OK, accepted ‐ disadvantage ‐‐ extreme disadvantage
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© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
Global Challenges – Discover the Markets
GETRAG Products
global
cross-functional
platforms organised according architectures: MT and DCT with different torque segments
platforms benefit from central core organisation
foster simultaneous engineering approach
project approach within each platform
Modularity and communality
common subsystems across architectures
harmonise manufacturing processes
lean development approach
flexibility in subsystems addressing individual customer requirements
Platform Strategy Modular Kit
optimised time to market
reduced development costs
lower investments
economies of scale
competitiveness
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© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
Global Challenges – Discover the Markets
Summary
Manual to Auto – continued high importance of DCT technology
not only volumes but significant increase of revenues
Further Globalisation - GETRAG is growing globally
functional organisation to ensure global synergies
improved competitiveness
Consequent Extension of China footprint as core element of Corporate strategy
increasing volumes
Engineering Centre in China
Concentration on Transmission Business - product strategy according global platforms and modular kits
Risk Management in Volatile Environment - perform global risk management to hedge against volatile environment
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© GETRAG, GETRAG Drivetrain Forum, 2012-09-25, Cologne
Global Challenges – Discover the MarketsBernd Eckl, Executive Vice President Sales, Marketing & Business DevelopmentGETRAG
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