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BOSCH POWERTRAIN STRATEGIES
Powertrain Strategies for the 21st Century ConferenceUniversity of MichiganJuly 19th, 2017
Richard Kohler, Director of Marketing & Product Management
Bosch Powertrain Strategies
GS/MBL-NA - R. Kohler | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
2
Agenda
Is the US moving away from globally consistent powertrain development?
How do we analyze technology needs for the future?
What is the long term trajectory of powertrain development?
Who is Bosch, and how do we develop powertrain for a complex global market?
WHO IS BOSCH?
AND HOW DO WE DEVELOP POWERTRAIN FOR A COMPLEX GLOBAL MARKET?
Bosch Powertrain Strategies
C/CCR1-US | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
4
Ownership
80.9billion dollars in sales in 2016approx. 390,000associates
4Mobility Solutions
Industrial Technology
Energy and Building Technology
Consumer Goods
Business sectors and divisions
Mobility SolutionsWorld's largest supplier ofcutting-edge automotivetechnology
Industrial Technology
Energy and Building Technology
Leading in drive and controltechnology, packaging, and process technology
Leading manufacturer of thermo and building security technology; World‘s largest supplier of heat pumps
Who is Bosch?
92% Robert Bosch Stiftung (Charitable Foundation)
7% Bosch family
1% Robert Bosch GmbH
276 manufacturing sites
Consumer GoodsWorld's largest power tool Manufacturer.Leading the field in house-hold appliances
Gasoline Systems | GS/MBL-NA | 5/31/2016© 2016 Robert Bosch LLC and affiliates. All rights reserved.
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Electronic Control Units for Diesel and Gasoline Systems
Gasoline SystemsDiverse Product Portfolio to Support all Powertrain Variants
Port Fuel Injection Direct Fuel Injection Air Management
Transmission Control Fuel SupplyContinuously Variable Transmissions
Hybrid, Electric Vehicles
Sensors for Diesel and Gasoline Systems
Engineering and SystemsSolutions
Joint VenturesRobert Bosch Battery
SystemsLithium Energy and Power GmbH & Co.
KG
EM-motive GmbH
GS/MBL-NA | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
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Bosch Powertrain StrategiesGS Worldwide Network – Local Support
China
Vietnam
Aranjuez
Saint-QuenBudapest
Vienna
Campinas
Toluca
Anderson
Farmington HillsEngels
Bangalore
Chongqing
Xi‘an
Shanghai
WuxiWuhu
BudweisTilburg
Turin
Europa
India
Gangaikonda
Russia
San Luis Potosi
Moscow
Springboro
Liuzhou
Amata CityThailand
Odawara-City
Daejeon
Yokohama
SeoulYongin-si
Korea Japan
Higashimatsuyama
Bursa
Ho Chi Minh City
Blaj
Jakarta
Indonesia
Mailand
Coventry
Eisenach
BambergNürnberg
RutesheimWaiblingenMünchen
Blaichach
Buehlertal
Salzgitter
Schwieberdingen
Feuerbach
Frankfurt
Braunschweig
Köln
Charleston
Marketing and Product Management
Sales Offices
ProductionP
Research & DevelopmentR&D
S
M MM
M
M
M
M
M
M
MM
M
MM
M
P
PP
PP
P
P
P
P
P
P
P
P
P
PP
P
PP
P
P
PP
P
P
R&D
R&D
R&D
R&DR&D
R&D
R&D R&D
R&D
R&D
R&D
R&D
R&D
R&D
R&D
R&D
R&D
R&D
R&D
R&D
R&D
R&D
R&D
R&D
R&D
S
S SS
S
S
S
S
SS
SS
SS
SS
SIngolstadtS
R&D
M
M
S
S
P
R&D
R&DR&D
R&DP
P
North America
South America Germany
Production R&D Sales Offices
Marketing and PRM
28 30 20 16
We have a global-local presence: we are present wherever our partners need us, and we understand our customers and markets
In North America: we have…the entire value chain, local development expertise, full system support
Electric vehicles, passenger cars, commercial vehicles & OH**
GS/OFE-P, DS/OFE-S | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
7 GS/OFE-P, DS/OFE-S | 15.02.2017© Robert Bosch GmbH 2016. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Powertrain Solutions: One business division. Three segments.
Mobility will be electric in the long run Market will be growing strongly Technology is our differentiator
New emission regulations push today’s technology
Growing importance of hybrid technology
Diesel is the dominant technology Demand for alternative technologies,
e.g. Hybrids Future Demand of FCEV expected
Passenger cars* Commercial vehicles & OH**Electric vehicles
* incl. Hybrids** Off-Highway
Gasoline Systems and Diesel Systems divisions become Powertrain Solutions
WHAT IS THE LONG TERM TRAJECTORY OF POWERTRAIN DEVELOPMENT?
Autonomous
GS/NE-NA | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
9
Future Powertrain
Gasoline
Diesel
Electric /range extender
Gasoline
Electric / fuel cell
Diesel
Electric /battery
Alternativefuels
Hybrid
New combustion concepts
Diesel
Alternative fuels
Electric /range extender
Hybrid
Gasoline
2000 2009 today future
Gasoline / 48V
Hybrid
New combustion concepts
Diesel
Alternative fuels
Gasoline
near term
Electric / fuel cell
Electric /battery
Electric /battery
Bosch Powertrain Strategies
GS/MBL-NA - R. Kohler | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
10
Market Development by Powertrain Type (per Region)
26.7
1.9
12.90.2
0.1
IN
5.7
2.33.1
8.4
1.91.00.5
US
1.4
JP
4.2
0.22.30.8 0.6
EU28
18.4
8.1
2.5
4.0
1.14.3
7.5
1.60.5
0.2
16.4
0.1
CN
1.01.41.1
0.3
0.30.3
IN
8.7
3.4
4.6
0.3 0.3
CN
2.1
JP
4.2
0.12.0
31.2
0.4 1.02.4
2.5
12.1
0.9
10.9
1.02.4
2.6
US
0.6
17.5
1.0
4.3
7.3
1.61.9
1.4
EU28
19.2
7.2
2.2
3.4
GDI
CNG
HEV
PHEV
EV
Diesel
PFI
2020 2025
pure ICE
Bosch Powertrain Strategies
GS/MBL-NA | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
11
NAFTA Light-Duty Vehicle Production
63% 49% 47% 46%
5% 8% 9% 9%
32%
42%41% 40%
1%
4%5%
2007 2017 2020 2023
WC
AP
EU
US
41%
21% 19%
52%
68% 67%
1%
5% 8%6%6%
7%
2017 2020 2023
Diesel
EV
G-(P)DI
G-PFI
1% 5% 7%0%
6%
10%
52%
54%
51%
32%
26%21%
15%
10%10%
2017 2020 2023
8-10
6
4
3
0 (EV)
6% 5% 4%
47%
16%
4%
25%
46%
52%
4%
3%
2%
14%
17%21%
1%5% 8%
3%8% 10%
2017 2020 2023
Hybrid
EV
CVT
DCT
AT 8+
AT 6/7
MT
OEM Energy & Fuel Injection Strategy
Engine Size Transmission Strategy
Mature Market with West Coast OEMs taking share Continued Growth in G-DI Continued Engine DZ, still
10% V8 in 2023Dominant 8+AT with Growing CVT & e-PT
IS THE US MOVING AWAY FROM GLOBALLY CONSISTENT POWERTRAIN DEVELOPMENT?
Status 30.06.2016
CAFE LT/MDV
CAFE PC
CO2g/km
l/100 km
8,67,5
6,45,7
4,33,8
2,11,9
gasolinediesel
130
175EU LCV
EU PC
95
98 CAFE PC
137 CAFE LT147
114 / 119 / 119
adoptedvision
183166
118
143166
189
217
229
(68…78 EU COM)
?
EU US CAFE Japan China Korea
95 CAFC PC (4L/100km)
LEVIII FTP TestingLEVIINMOG 0.035 g/mi NMOG+NOx 0.1 g/mi fleet average 0.030 g/mi SULEV
Phase 5 Step 2EU5 / OBD
Phase 6 Stage1WLTPC, EU6c limits, PM/PN all SI
Phase 6 Stage 2WLTC, 0.5*EU6c limits, PM 3mg/km, PM/PN all SI, RDE w CF
EU7 EU6d-tempEU5 EU6b
PN: tbdPN: 6*1011 1/kmWLTC + RDE w CFEmissions Test: NEDC
Proconve L6 Proconve L7 FTP75, 160k km, NMOG+NOx = 0.08g/km
PN: 6*1012 1/kmupon choice of manufacturer
China (Beijing) Phase 4
Phase 5 Step 1EU5
EU6d/temp partially finalizedEU7 discussion no started
China – BeijingPhase 6 draft under discussion, Beijing own reg. still open
USfixed
PM CARB 10mg/mi 3mg/mi 1mg/mi
Proconve L5 Brazil L7 under discussion
2010
2010 2015 2020 2025
EU6d
No PN limit
Global Regulations Summary
GS/NE-NA | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
13 1) Converted into g CO2/km from Miles per gallon, 2) Converted into g CO2/km from l/100km
US
: CA
FE =
Cor
pora
te A
vera
ge F
uel E
cono
my,
PC
= P
ass.
Car
s, L
T / L
DT
= Li
ght T
ruck
s (p
ick-
ups,
van
s, S
UV
s), M
D(P
)V
= M
ediu
m D
uty
(Pas
s.)
Veh
icle
s;
EU
: CO
2 fle
et ta
rget
s, P
C =
Pas
s. C
ars,
LC
V =
Lig
ht C
omm
erci
al V
ehic
les;
Jap
an a
nd K
orea
PC
fuel
effi
cien
cy ta
rget
s; C
hina
: C
AFC
= C
orpo
rate
Ave
rage
Fue
l Con
sum
ptio
n ta
rget
s fo
r PC
Dat
a sh
own
are
mea
sure
d in
diff
eren
t tes
t cyc
les
with
diff
eren
t pro
cedu
res,
ther
efor
e da
ta a
re n
ot d
irect
ly
Com
para
ble
Con
vers
ion
to C
O2
g/km
from
mpg
, km
/l an
d l/1
00km
usi
ng re
gion
al fu
el c
onve
rsio
n fa
ctor
s;
for s
cale
EU
con
vers
ion
fact
ors
2010
Bosch Powertrain Strategies
GS/NE-NA | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
14
Regional Implementation - US
2014 2016 2017 2018 2020 2021 2022 2025 Regulator Impact
FE / CO2CO2: EPA
FE: NHTSA
ZEV
California + 9 states
EmissionsCalifornia-ARB
Federal-EPA
OBDFederal
Drives engineering services:• New data parameters• New monitoring strategies
ARB LEV III Phase-In (2025: 30mg NOx+HC, 1mg PM)
EPA Tier3 Phase-In (2025: 30mg NOx+HC, 3mg PM)
CAFE: MY2012-2016 (34.1mpg)
CAFE: MY2017-2021 MY2022-2025 -- 44.4mpg --54.5mpg
Additional requirements expected every 2 years
ARB ZEV: large volume OEMs must sell BEV/PHEV/FCEV vehicles
Requirement grows to 10% of sales by 2025
Midterm Evaluation of CAFE & GHG MY2022-2025 Targets
Bosch Powertrain Strategies
GS/MBL-NA - R. Kohler | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
15
Market Drivers – Beyond RegulationRegulationsDemographics
Technology Business ModelsAutonomous driving
ElectrificationBattery
V2V connectivity
HOW DO WE ANALYSE TECHNOLOGY NEEDS FOR THE FUTURE?
Passenger Car Fleet MY 2016 – With MY 2015 Credits
0
50
100
150
200
250
300
350
43 43.5 44 44.5 45 45.5 46 46.5 47 47.5 480
50
100
150
200
250
300
350
43 43.5 44 44.5 45 45.5 46 46.5 47 47.5 48
Future Powertrain
GS/NE-NA | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
17
GH
G E
mis
sion
s (g
/mi)
Footprint (ft2)
% Improvement Required to Reach 2025 GHG Target Based on MY2016 Portfolio
General Motors41%
Ford39%
FCA44%
Honda33%
Toyota31%
Nissan31%
Mercedes42%
BMW39%
Hyundai37%
VW40%
Source: Wards 2016
Mazda31%
Subaru42%
2016
2025
Future Powertrain
GS/NE-NA | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
18
CO2 Requirements US – Vehicle Footprint
100.0
150.0
200.0
250.0
300.0
350.0
400.0
450.0
500.0
550.0
25.0 27.5 30.0 32.5 35.0 37.5 40.0 42.5 45.0 47.5 50.0 52.5 55.0 57.5 60.0 62.5 65.0
CO2
Prod
uctio
n [g
/mi]
Vehicle Footprint [ft^2]Compact Car Large Car Midsize Car Subcompact Car
Compact Car (Hybrids) Large Car (Hybrids) Midsize Car (Hybrids) Subcompact Car (Hybrids)
2016 Target
2021 Target2025 Target
240 g/mi Example
4cyl 2.0LPort Fuel Inj.6-Speed AT1445 Kg
Future Powertrain
GS/NE-NA | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
19
CO2 Reduction Roadmap NA
6-8%
DZDI
1-2%
DZDI
Miller high ɛcEGRSGDI
12-13%
5-6%
CDA
4-5%
DI
240g/mi
Com
pact
Car
4 C
yl. 2
.0l P
FI, A
T6, 1
275K
g
Potential
CO
2re
duct
ion 34%
Engine Measures Powertrain Measures
StartStop
1-2%ε≈9.5
Vh=1,4ε≈12,5Vh=1,4
ε≈11Vh=2.0
ε≈10Vh=2.0
+50%
HEV
6%
BRS48VP1m
2%
FRε≈10
Vh=2.0ε≈10
5-8%
CVTor
AT8+
Target
158g/mi
2025
21%
Target
190g/mi
2021ɛ = Compression RatioFR = Friction ReductionDI = Direct InjectionDZ = Downsizing w/ TurboSGDI = Stratified Lean BurnCDA = Cylinder Deactivationhigh ɛ = High Compression BRS = Boost Rec. SystemCVT = Continuous Variable Tra.cEGR = Cooled Exhaust GasAT8+ = 8/9/10 speed
Simulation for FTP75 test cycle
~16%
StartStop
Coast
off cyclefuel
econ.
11-14%
BRS48V
&AT8+
Water
ε≈12Vh=2.0
3-6%
Bosch Powertrain Strategies
GS/MBL-NA - R. Kohler | 14/07/2017© 2017 Robert Bosch LLC and affiliates. All rights reserved.
21
Bringing it together
Macro trends and business models support regulatory push to reduce CO2 in US
Future technology needs at macro level are developed by understanding individual OEM gaps and technology portfolio.
Electric (battery and fuel cell) is the future. But how to get there is the trick
Bosch portfolio covers all options for powertrain, with global products and local focus