automotive aluminum growth surge 2016-2028:...
TRANSCRIPT
![Page 1: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/1.jpg)
AUTOMOTIVE ALUMINUM
GROWTH SURGE
2016-2028: ALUMINUM CONTENT IN
NORTH AMERICAN LIGHT
VEHICLES
STUDY CONDUCTED BY
![Page 2: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/2.jpg)
ALUMINUM ASSOCIATION
ALUMINUM TRANSPORTATION GROUP (ATG)
2
![Page 3: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/3.jpg)
PRESENTERS
Doug Richman
Technical Committee Chairman
ATG
Vice President-Engineering/Technology
Kaiser Aluminum
Abey Abraham
Project Lead & Director of
Automotive and Materials
Ducker Worldwide
3
![Page 4: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/4.jpg)
Ducker Introduction
Study Methodology
Findings 2020
Findings Beyond 2020
Questions
AGENDA
4
![Page 5: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/5.jpg)
DUCKER INTRODUCTION
5
![Page 6: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/6.jpg)
DUCKER PROJECT OVERVIEW
2017 Project
8th tri-annual ATG study
Team of researchers -
multidisciplinary
6+ month market research
Three-Pronged
Approach
“Bottom up” forecasting
process
“Top Down” analysis of
independent research
6
![Page 7: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/7.jpg)
RESEARCH METHODOLOGY
(THREE-PRONGED APPROACH)
Bottom-Up Analysis (2015-2020) Top Down Analysis (Beyond 2020)
▪ OEMs, Tier 1 supplier interviews
▪ Future penetration:
-Metals
-Alternate materials
▪ Material breakdown:
-Product
-product form
▪ Material content:
-Component
-Vehicle segment
-Product form
▪ EPA, NHTSA and CAR
▪ Impacts of:
-Fuel prices, vehicle mix, secondary
Weight savings, electrification,
vehicle design, regulations,
Vehicle launch cadence
▪ Result:
-Three different mass reduction
and timing assumptions
▪ Not an attempt to predict what
each OEM will do to meet
regulations
7
![Page 8: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/8.jpg)
REGULATORY UNCERTAINTY:
OPTIONS & IMPACTS
Current Proposed Regulation 7%** MR by 2025
Most Likely OEM Compromise 7%** MR by 2028
Market Driven Solution
(no CAFE regulation)4.5% MR by 2028
* 2015 average curb mass 3,834 Lbs. .
**2016 draft Technical Assessment Report (TAR)
Mass Reduction (MR)* Scenarios
8
![Page 9: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/9.jpg)
MASS REDUCTION MEGATRENDS (2015:2028)
▪ AUTO INDUSTRY
MR: 7% - 9% by 2028*
Multi-material Vehicle (MMV)
Materials Advancements
Steel, Aluminum, Plastics, Composites, Magnesium
Consumer benefits - Lightweighting
▪ AUTOMOTIVE ALUMINUM
Materials advancements
strength, formability, energy absorption, …
Vacuum Die Castings (VDC)
Micro Mill
* BASED ON 2015 AVERAGE MASS OF 3835 LBS.
9
![Page 10: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/10.jpg)
MASS REDUCTION SCENARIOS
270
270
100
169
0
50
100
150
200
250
300
2015 2020 2025
Po
un
ds
Saved
Mass Reduction Scenarios
7% MR 2028
7% MR 2025
4.5% MR
10
![Page 11: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/11.jpg)
Engine
30%
Trans, Driveline
21%Wheels
11%
Heat Transfer
9%
Heat Shields
1%
Steerimg
5%
Suspension
3%
Brakes
2%
Closures
7%
Body & IP
2%
Collision Mgt.
7%
Cradles, Frames
2%
Aluminum: 397 PPV
AUTOMOTIVE ALUMINUM: 2015
BY VEHICLE SYSTEM
11
![Page 12: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/12.jpg)
Sheet
78 PPV
20%
Extrusions41 PPV
10%
Forgings8 PPV
2%
Castings283 PPV
68 %
Aluminum: 397 PPV
AUTOMOTIVE ALUMINUM: 2015
BY PRODUCT FORM
Castings/Forgings: 70%
12
![Page 13: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/13.jpg)
FINDINGS: 2015:2020
13
![Page 14: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/14.jpg)
VEHICLE MASS REDUCTION (2015:2028)
3835
3735
3670
3565
3400
3500
3600
3700
3800
3900
2015 2020 4.5% 2028 7% 2025/28
Veh
icle
Weig
ht
in P
ou
nd
s
Average Vehicle Mass
14
![Page 15: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/15.jpg)
350
397411
466
0
50
100
150
200
250
300
350
400
450
500
2012 Old2015 Updated 2016 2020
Avg. Aluminum Content
in Pounds per Vehicle
2012 2015 2016 2020
ALUMINUM CONTENT GROWTH (2015:2020)
9%
10%11%
13%
0%
2%
4%
6%
8%
10%
12%
14%
2012 Old 2015 Updated 2016 2020
Aluminum Share of
Curb Weight
2012 2015 2016 2020
15
![Page 16: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/16.jpg)
High Growth
1) Closures
2) Body-in-White
3) Shock Towers
4) Sub-frames / cradles
5) Bumpers
6) Suspension Knuckles
HIGH GROWTH ALUMINUM APPLICATIONS
16
![Page 17: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/17.jpg)
2020 ALUMINUM GROWTH TRENDS
Sheet – Body
Closures – 165% increase:
2015 - 23 PPV
2020 – 61 PPV
o Hoods:
2015 – 50%
2020 – 71%
o Doors:
2015 – 5%
2020 – 25%
BIW components:
83% increase 2015 to 2020
Body-in-White (BIW) & closure sheet:
1.6 billion pounds
Extrusions/Castings/Forgings
Extruded products – 35% increase:
2015 - 36 PPV 2020 – 49 PPV
- Crash management: + 65%
- BIW: + 100%
Castings and Forgings:
- Steering knuckle - + 35%
Vacuum Die Castings: +360% increase:
2015 - 3 PPV 2020 – 14 PPV
17
![Page 18: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/18.jpg)
-
100
200
300
400
500
600
700
800
Po
un
ds
per
Veh
icle
Vehicle Segment
2012 2016 2020
ALUMINUM CONTENT BY VEHICLE SEGMENT
18
![Page 19: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/19.jpg)
Engines
24%
Transmissions & Driveline
18%
Wheels
14%
Heat Exchangers
7%
Heat Shields
1%
Suspensions/Cradles/ Sub-
frames
2%
Steering Components
5%
Brakes
2%
Closures
13%
Bumper Beams &
Crash Boxes
3%
Body and IP
Structures
10%
All Other
Components
1%
2020 466 LBS.
AUTOMOTIVE ALUMINUM CONTENT (2020)
19
![Page 20: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/20.jpg)
Steel Sheet,
40%
All Other
Steel
16 %Iron Casting,
8%
Magnesium,
0%
Other
Metals
4%
Polymers,
8%
SMC/Fiber
0%
CFRP
0%
Glass, 2%
Other
Materials
11%
Aluminum,
10%
2015 CURB WEIGHT 3835 LBS
Steel: 56%
Steel Sheet,
38%
All Other
Steel
15%Iron Casting,
8%Magnesium
0%
Other
Metals
4%
Polymers
9%
SMC/Fiberglas
0%
CFRP
0%
Glass, 2%
Other
Materials
11%
Aluminum,
13%
2020 CURB WEIGHT 3735 LBS
Steel: 53%
AUTOMOTIVE MATERIALS MIX SHIFT
(2015:2020)
20
![Page 21: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/21.jpg)
ALUMINUM COMPONENT WEIGHT CHANGES
(2015:2020)
38
1210 10
5 5
-11
-20
-10
0
10
20
30
40
50
Closure Sheet Body Sheet Body Vacuum
Die Castings
Body &
Bumper
Extrusions
Chassis &
Suspension
Wheels,
Steering &
Brakes
Engine &
Tramsmission
Weig
ht
Ch
an
ge (
Lb
s.)
Aluminum Net Increase: 69 Lbs.
21
![Page 22: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/22.jpg)
SOURCES OF MASS SAVINGS
MATERIAL SELECTION (2015:2020)
Aluminum57%
Advanced Steels40%
Magnesium1%
SMC, Polycarbonate,Fiberglass
2%
CFRP<1%
2015:2020 — 100 Pounds Saved
22
![Page 23: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/23.jpg)
84120 139
165
212
258
306340
397
466
520
565
0
100
200
300
400
500
600
1975 1980 1985 1990 1995 2000 2005 2010 2015 2020 2025 2028
Net
Po
un
ds
pe
r V
eh
icle
N.A. Light Vehicle Aluminum ContentNet Pounds per Vehicle (PPV) @ 7% MR Scenario by 2028
Avg. + 5 PPV per year
Avg. + 9 PPV per year
Avg. + 12 PPV per year
55 YEARS UNINTERRUPTED ALUMINUM
GROWTH
23
![Page 24: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/24.jpg)
FINDINGS: BEYOND 2020
24
![Page 25: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/25.jpg)
7% MASS REDUCTION SCENARIOS
7% Mass Reduction Scenario (2025 or 2028):
Total aluminum content: 565 PPV
Aluminum share of curb mass: 16%
o Nearly 25% of vehicles having partial aluminum BIW with some complete
BIW
Multi-Material Body Design:
Significant quantities: Aluminum, AHSS/UHSS, Magnesium and some CFRP
25
![Page 26: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/26.jpg)
ALUMINUM TRENDS BEYOND 2020
7% Mass Reduction
Closures grow to 100+ PPV
Hood penetration of 90%
Door penetration near 60%
Aluminum BIW parts grow to 61 PPV
Vacuum Die Castings are the most secure aluminum parts for BIW
Aluminum, Advanced Steel, Magnesium, CFRP and Polycarbonate additions are critical
4.5% Mass Reduction
Aluminum closures:
2020: 62 PPV
2025: 85 PPV
Aluminum stamped BIW parts: 34
PPV
Total aluminum content: 494 PPV
26
![Page 27: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/27.jpg)
ALUMINUM BODY SHEET GROWTH
(2015:2028)
163 PPV
-
20
40
60
80
100
120
140
160
180
2014 2016 2018 2020 2022 2024 2026 2028 2030
Po
un
ds
pe
r V
eh
icle
Aluminum Sheet Growth
BIW & Closure
7% Mass Reduction 2028
37 PPV
0
500
1000
1500
2000
2500
3000
3500
4000
2015 2020 2025
Net Aluminum B & C
Content
Millions of Pounds
Net 6xxx HT Closure Net 5xxx NHT Closure
Net 6xxx HT Body Net 5xxx NHT Body
27
![Page 28: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/28.jpg)
ALUMINUM EXTRUSION GROWTH (2015:2028)
7
1415
24
33
40
0
5
10
15
20
25
30
35
40
45
2012 2015 2016 2020 2025 2028
Ne
t P
ou
nd
s p
er
Ve
hic
le
BIW and CMS Extruded Shapes and Tube
28
![Page 29: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/29.jpg)
ALUMINUM VACUUM DIE CASTINGS
(2015:2028)
33
14
19
24
0
5
10
15
20
25
30
2010 2015 2020 2025 2030
Ne
t P
ou
nd
s p
er
Ve
hic
le
Aluminum Vacuum Die Casting Content
CT6: 198 Lbs.
29
![Page 30: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/30.jpg)
Steel Sheet,
40%
GEN 3 Steel
0%
All Other
Steel
15%
Iron Casting,
8%
Magnesium,
0%
Other Metals
4%
Polymers, 8%
SMC/Fiberglas
0%
CFRP
0%
Glass
2%
Other
Materials
11%
Aluminum,
10%
2015 CURB WEIGHT 3835 Lbs.
Aluminum
16%
Steel Sheet
28%
Generation 3
Steel
4%
All Other Steel
15%
Iron Castings
8%
Magnesium
1%
Other Metals
5%
Polymers
10%
SMC/Fiberglass
0%
CFRP SMC
0%
CFRP Epoxy
0%
Glass
1%
Other
Materials
12%
2025 CURB WEIGHT 3554 lbs.
Steel: 56% Steel: 47 %
AUTOMOTIVE MATERIALS CONTENT SHIFT
(2015:2025[28])
30
![Page 31: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/31.jpg)
Aluminum
57%
Steel
40%
Other
3%
2020
Aluminum
51%
Steel
31%
Other
18%
2025/2028 7% MR
Average Mass = 3735 Lbs. (-100 Lbs.) Average Mass = 3565 Lbs. (-270 Lbs.)
* Reference: 2015 Average Mass 3865 Lbs.
SOURCES OF MATERIALS RELATED
MASS REDUCTION
31
![Page 32: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/32.jpg)
7% MASS REDUCTION SCENARIO BY 2028
225 248273
310 332 353397
466520
565
CY1996 CY1999 CY2002 CY2006 CY2009 CY2012 CY2015 CY2020 CY2025 CY2028
North American Net Aluminum Content in Light
Vehicles
(Net Pounds per Vehicle)
Engines Transmissions & Driveline WheelsHeat Exchangers Heat Shields Suspensions/Cradles/SubframesSteering Components Brakes ClosuresBumper Beams & Crash Boxes Body and IP Structures All Other Components
32
![Page 33: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/33.jpg)
GROWTH SURGE 2015:2028+
ALUMINUM: THE FASTEST GROWING
AUTOMOTIVE MATERIAL
33
![Page 34: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/34.jpg)
DOWNLOAD FULL REPORT
www.DriveAluminum.org
![Page 35: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/35.jpg)
THANK YOU
Full Report available for download:
www.DriveAluminum.org
Please submit questions through the
box that appears on your screen
![Page 36: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/36.jpg)
![Page 37: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/37.jpg)
Weight savings from aluminum constrained to 50%.
Model replacement cadence 2023 to 2026
o conducive to some dramatic changes in materials and powertrains
OEM preferences recognized in study
o spot welded body structures, aluminum structural castings
o advanced steels for occupant compartments, steel/polymer for pickup
cargo
Emphasis on proven mass production technologies
Advanced material technology
o most 2025 technology already in OEM development (Al, Steel,
Composites)
SCENARIO MODELING CONSTRAINTS
![Page 38: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/38.jpg)
CONSUMERS ARE RECOGNIZING
BENEFITS OF LIGHTWEIGHTING
Safety
Performance
Fuel Economy
Braking
Handling
Ride
![Page 39: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/39.jpg)
![Page 40: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/40.jpg)
2020 Vehicle Segment Average Aluminum Pounds and Share of 2020 Production
A/B Segment
Fiat 500
Ford Fiesta
C Segment
Ford Focus
Honda Civic
D Segment
Chevy Malibu
Dodge Charger
MUSTANG
E Segment
Daimler E Class
Cadillac CT6
MPV Segment
Honda Odyssey
Chrysler Pacifica
SUV Segment
Chevy Suburban
Jeep Grand Cherokee
VAN Segment
Dodge Sprinter
Ford Transit
PUP Segment
Ford F150
Toyota Tundra
240.6 lb.’s
278.4 lb.’s
447.6 lb.’s
490.0 lb.’s
399.7 lb.’s
475.1 lb.’s
338.9 lb.’s
676.3 lb.’s
3% of Production
15% of Production
17% of Production
2% of Production
3% of Production
41% of Production
2% of Production
17% of Production
ALUMINUM 2020 BY VEHICLE SEGMENT
![Page 41: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/41.jpg)
STUDY FINDINGS: 2020
▪ Aluminum content 2015 to 2020:
▪ 50% of total aluminum growth driven by:
closures, crash management, steering knuckles, structural vacuum
die castings
▪ Aluminum content range by vehicle segment
262 PPV in the A/B segment passenger cars
550 PPV for the average pickup.
2015 2020
Average Aluminum Pounds per Vehicle 397 466
% Share of Curb Mass per Vehicle 10% 13%
Average Curb Mass Pounds per Vehicle 3835 3735
![Page 42: AUTOMOTIVE ALUMINUM GROWTH SURGE 2016-2028: …1pp2jy1h0dtm6dg8i11qjfb1-wpengine.netdna-ssl.com/... · 2012 Old2015 Updated 2016 2020 Avg. Aluminum Content in Pounds per Vehicle 2012](https://reader034.vdocuments.net/reader034/viewer/2022042312/5edb53aaad6a402d66657d48/html5/thumbnails/42.jpg)
2015:2028▪ + 168 PPV (+ 12 PPV per year)
▪ + 3.2 B Lbs. p.a.
▪ Major growth:
closures, BIW, bumpers
▪ Maintain import role:
engine, wheels, heat exchanger, driveline
▪ Emerging AL technologies:
materials advancements, VDC, MicroMill
BY 2028▪ 565 PPV (2015 397 PPV)
▪ 16% of average vehicle mass (2015 10%)
▪ 10.8 B lbs. year - Total Auto Aluminum
(2015 6.9 B)
UNPRECEDENTED ALUMINUM GROWTH