2018 plante moran naias reception...including ~20 more hp, 35 more pounds -foot torque and 8 more...

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Confidential 1 2018 Plante Moran NAIAS Reception January 18, 2018

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Page 1: 2018 Plante Moran NAIAS Reception...including ~20 more hp, 35 more pounds -foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment. Available

Confidential 1

2018 Plante Moran NAIAS ReceptionJanuary 18, 2018

Page 2: 2018 Plante Moran NAIAS Reception...including ~20 more hp, 35 more pounds -foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment. Available

Confidential 2

Plante Moran Automotive Practiceat a Glance

2,000+

Manufacturing & distribution clients

Automotive related clients

Offices in USA, Mexico, China, India, Japan

Years of Industry Experience – founded in 1924

Manufacturing Industry Expertise Comprehensive Services

90+23500+

Strategy and Operations Consulting Information Technology Consulting Transaction Advisory Services Global Services Tax Compliance and Consulting Investment Banking (PM Corporate Finance) Real Estate Development (Plante Moran CRESA) Government & Infrastructure Capital Project

Consulting Audit and Accounting

Senior manufacturing professionals averaging 20+ years of industry experience

Substantial global and international expertise Access to specialized knowledge through the

Plante Moran Supplier Intelligence Center™ Deep manufacturing industry involvement

Original Equipment Suppliers Association (OESA) Society of Automotive Engineers (SAE) Automotive Aftermarket Association Precision Metalforming Association (PMA) Manufacturers Association of Plastics Processors

(MAPP)

Page 3: 2018 Plante Moran NAIAS Reception...including ~20 more hp, 35 more pounds -foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment. Available

Confidential 3

1. Light Weighting/Materials

2019 GMC Silverado

2019 Dodge Ram

“Big 3” Truck Competition

2. Performance Vehicles

2019 Ford Mustang Bullitt GT

3. Advanced Powertrain

2019 Infiniti QX50

4. Electric Vehicles

2020 VW ID Crozz Concept

5. Connectivity

Mercedes Benz User Experience

(MBUX) Infotainment System

6. Autonomous VehiclesGM Cruise AV

7. New Entrants

GAC Trumpchi GS8

2018 NAIAS Trends

So Many Cars, So Many Changes!

Page 4: 2018 Plante Moran NAIAS Reception...including ~20 more hp, 35 more pounds -foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment. Available

Confidential 4

2019 Chevrolet Silverado

GM’s Signature Truck Gets a Light-Weight Upgrade

Availability, MSRP, and MPG to be Released at a Later Date.

Significant Weight Loss…2019 Silverado models will be up to 450 lbs lighter, even though the length, interior space, and truck bed are all larger than the 2018 model

…is the Result of Significant InvestmentGM reportedly spent $3B updating its factories in Fort Wayne, IN and Mexico to produce the new truck. By comparison, Ford spent about $2B on investment for the Aluminum F-150

Taking the Fight to Ford’s F-150Staying true to their commercials, the bed is made of roll formed, high strength steel, not aluminum

A 3.0L inline six diesel option will be offered, competing with the F-150’s 30 mpg diesel option announced earlier this month

Majority of weight savings comes from frame and body

80% of the frame is high

strength steel

– The right material in the right place for the right use

GM’s Mixed Materials Strategy

Page 5: 2018 Plante Moran NAIAS Reception...including ~20 more hp, 35 more pounds -foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment. Available

Confidential 5

Bigger, Stronger, LighterOverall length is 9’’ longer than the previous model, including 4’’ of additional cab space

98% of the frame is made of high strength steel, but the overall weight of the vehicle decreased 225 lbs primarily due to an aluminum hood and tailgate

2019 Dodge Ram 1500

FCA Attempts to Lure New Truck Drivers with Enhanced Technology and Styling

Availability, MSRP, and MPG to be Released at a Later Date.

Not Quite the Tesla Screen, But CloseOffers an optional 12’’ touchscreen that’s brighter than the iPhone with split-screen capabilities and customizable app layout. By comparison, options for Tesla’s Model 3 screen are 15’’ or 17’’

Increased Fuel Efficiency with a 48-Volt MotorThe 2019 Ram comes standard with new eTorque mild-hybrid tech, which puts a 48-volt motor on the accessory drive. The motor improves fuel economy by enabling start/stop and providing extra torque when needed

Page 6: 2018 Plante Moran NAIAS Reception...including ~20 more hp, 35 more pounds -foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment. Available

Confidential 6

Who Will Win the Truck Battle?

The “Big 3” All Make Strong Statements in the Fight for America’s Favorite Truck

2019 Ford F-150 2019 Chevrolet Silverado 2019 Dodge Ram 1500

Curb Weight 4,436 lbs2018: 4,788 lbsEst. 2019: 4,338 lbs

2018: 4,739 lbsEst. 2019: 4,514 lbs

Fuel Economy (mpg)Pre AL: 16 city / 22 highwayPost AL: 19 city / 25 highway

2018: 17 city / 22 highway2019: TBD

2018: 17 city / 25 highway2019: TBD

Max Towing Capacity 7,600 lbs2018: 7,600 lbs2019: TBD

2018: 7,030 lbs2019: TBD

MSRP From $33,2502018: From $33,5952019: $TBD

2018: From $31,7002019: $TBD

Approximate values for:Regular Cab, 4x4, Mid-Spec Models

Page 7: 2018 Plante Moran NAIAS Reception...including ~20 more hp, 35 more pounds -foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment. Available

Confidential 7

2019 Ford Mustang Bullitt GT50th Anniversary Edition of the Iconic Performance Vehicle in Steve McQueen's 1968 Film

Welcome Back Bullitt! – But What’s Different?“Effortlessly cool” according to chief Ford Mustang designer. Devoid of stripes, spoilers and badges. Brembo brakes, unique black front grill, and cue ball shift knob

What About Differences in Performance?Only slight differences from the 2018 Mustang GT, including ~20 more hp, 35 more pounds-foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment

Available Summer 2018. MSRP to be Released at a Later Date.

2019 Mustang Bullitt GT

2018 Camaro SS2018 Challenger

R/T Scat Pack

Engine 5.0L V8 6.2L V8 6.4L V8

Horsepower 475 455 485

Top Speed (mph)

163 165 175

Pounds – Foot Torque

420 455 475

MSRP $TBD $42,000 $39,995

Comparing Performance Vehicles for the Masses

Page 8: 2018 Plante Moran NAIAS Reception...including ~20 more hp, 35 more pounds -foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment. Available

Confidential 8

2019 Infiniti QX50First Production Vehicle with a Variable-Compression Turbocharged (VC-T) Engine

Advanced ICE Powertrain to Help Meet RegulationsNissan has been working on this technology for over 20 years

Available Spring 2018. MSRP $36,550.

20

26 24.8

0

5

10

15

20

25

30

2017 Infiniti QX50 2019 Infiniti QX50 2018 CompetitionAverage

Ave

rage

MP

G

Fuel Economy(AWD) Variants

Luxury CUV at a Great PriceStarting MSRP is just over $5,000 less than the competition which includes the BMW X3, Lexus NX 300, Audi Q5, and Mercedes Benz GLC Class

Will This Delay Electrification?Don’t bet on it. The 2019 QX50 averages 6 mpg more than the previous model; however, this is just over 1 mpg greater than the competition and not enough to outlast EVs

How Does it Work?Adjusts the compression ratio to optimize performance and efficiency based on the driver’s demands

30%

Page 9: 2018 Plante Moran NAIAS Reception...including ~20 more hp, 35 more pounds -foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment. Available

Confidential 9

2020 Volkswagen ID Crozz Concept

VW’s Push to Become the Leader in Electric Vehicles

VW: “Lets Give the Customers What They Want”!With consumer trends continuing to favor SUVs/CUVs over cars, VW is committed to bringing electric versions to the market

Built on VW’s modular EV platform (MEB), initial dimensions show it will be roughly the same size as the 2018 Tiguan

Available Q4 2019. MSRP $TBD.

Easing Concerns on Range AnxietyThe 83 kWh lithium-ion battery pack has an estimated range of 300 miles and recharges in 30 minutes on a fast charger

Adding the Supporting InfrastructureVW plans to build 2,800 new EV charging stations in 17 U.S. cities by June 2019

Page 10: 2018 Plante Moran NAIAS Reception...including ~20 more hp, 35 more pounds -foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment. Available

Confidential 10

Mercedes-Benz User Experience (MBUX)

The Automaker Decides to Take On Apple CarPlay and Android Auto

Ditch the Traditional Gauge ClusterTraditional cluster replaced with a two screen layout that includes animations and scrolling, a welcomed difference from traditional car infotainment systems

Interact with the screen by touch, steering wheel controls, center counsel touch pad, or your voice

First Available on the 2019 A-Class

Partnership to Improve on Prior VersionsA.I. technology is powered by Nvidia, who has been working with Mercedes for two years

Utilizes the Power of Artificial IntelligenceLearns your preferences over time and provides helpful feedback like playing your favorite radio station or suggesting a frequent route for navigation

“Hey Mercedes…”Voice recognition understands indirect statements. For example, if you say “Hey Mercedes, I’m cold” it will turn on the heat to your preferred temperature

Connected to the Outside World

Includes V2X technology to receive messages about bad roads or from emergency vehicles

Page 11: 2018 Plante Moran NAIAS Reception...including ~20 more hp, 35 more pounds -foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment. Available

Confidential 11

General Motors Cruise AVGM Wants to be the Mobility Leader and Plans to Use the Bolt Platform to Get There

4th Generation Cruise Automation AV Doesn’t Have What?!GM submitted a petition to NHTSA to allow testing of its Cruise AV in 2019 without meeting sixteen Federal Motor Vehicle Safety Standards, including the removal of the pedals and steering wheel

Equipment Checklist: 5 LIDARs, 16 Cameras, 21 Radars

Can I Expect to Be Sharing the Road with the Cruise AV?GM announced plans to test in Arizona, California, Michigan, and New York. If the NHTSA petition is granted, GM can launch 2,500 vehicles per year to be tested on the roads

The Competitive Race to Autonomy

OEM/Tech announcements for Level 4+ autonomy

Page 12: 2018 Plante Moran NAIAS Reception...including ~20 more hp, 35 more pounds -foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment. Available

Confidential 12

Guangzhou Automobile Group (GAC)

The Chinese Auto Manufacturer is Already Here

2017 Trumpchi GS8. MSRP 200,000 Yuan (~$32,000 USD)

Building on its Presence in the U.S.GAC has a technical center in Silicon Valley and has plans to open others in Detroit and Los Angeles. It will also launch a North American sales company early this year

Recruitment is UnderwayIt will start recruiting potential dealers at the upcoming NADA convention, but it’s also open to building its own brick and mortar or online network

What Vehicle and When?The Trumpchi GS8, a seven seater SUV, will be the first vehicle to enter the U.S. market in 2019. It is already a highly successful vehicle in China

No Discounts HereWang Qiujing, Vice Director of GAC's Executive Committee, stated that GAC will not use a discount pricing strategy to gain market share

Can They Be Successful?GAC sold 2 million vehicles globally in 2017. Quality standards are stricter in the U.S., but the company has earned J.D. Power’s highest initial quality ranking in China over the past 5 years

Page 13: 2018 Plante Moran NAIAS Reception...including ~20 more hp, 35 more pounds -foot torque and 8 more mph top speed. Expect low production volumes for a specialty customer segment. Available

Confidential 13

Contact Us

Questions or Comments? Please Reach Out to Us!

Daron Gifford, [email protected]

Ted Morgan, [email protected]

Mark Barrott, [email protected]