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Proposal of “Indonesian Automotive Industry Transformation toward Electrified Vehicle” Ir. I Made Dana Tangkas, M.Si, IPU President of Indonesian Automotive Institute SEA of Toyota Motor Manufacturing Indonesia Toyota Global Leader CEO of Industry and Business Institute of Management President of Pll - BKTI (Persatuan lnsinyur Indonesia - Badan Kejuruan Teknik Industri) Chairman of permanent Committe for Metal Industry, Machinery & Transportation Industry in KADIN

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Proposal of “Indonesian Automotive

Industry Transformation

toward Electrified Vehicle”

Ir. I Made Dana Tangkas, M.Si, IPU

President of Indonesian Automotive Institute

SEA of Toyota Motor Manufacturing Indonesia

Toyota Global Leader CEO of Industry and Business Institute of Management

President of Pll - BKTI (Persatuan lnsinyur Indonesia - Badan Kejuruan Teknik Industri)

Chairman of permanent Committe for Metal Industry, Machinery & Transportation Industry in KADIN

• Introduction

Until now it has been proposed and made a Presidential Regulation on the

Acceleration of the Implementation of Electric Vehicles in Indonesia (pending

finalization)

It needs to involve cooperation with various countries as a global supply chain

base and the application of electric vehicle technology

It is necessary to implement and implement electrical technology in an

integrated and step-by-step manner in the development environment of local

production bases for markets and countries as well as international exports

The formation of a national EV Team involving various stakeholders (ABGC-M) to

get comprehensive and concrete input in regulations and their application in

the field

Make proposals / proposals that are integrated & in accordance with the

interests of the nation and sustainable industrial development

HEV

PHEV

+ Charging

BEV

+ +

Fuel Cell H2 Tank

FCEV

Motor

Battery

Inverter (Power Control Unit)

Three Core Technologies for Electrified Vehicles

Motor, Battery and Inverter, are the core technologies which enables to develop various

electrified vehicle

Three Core Technologies and Electrified Vehicles

Engine Charging

+Engine

+ +

Electrified Vehicle A Core Technologies B

Electrified Vehicle Technology and Challenges

Three Core Technology consist of several components which required wide range of

Suppliers and Manufacturing Technology (from Raw Material, Components, Assembly)

Three Core Technologies and main components image

A Three Core Technologies for Electrified Vehicles

Stator

Cooling blower

Battery

Voltage Sensors Battery Module Motor

Motor Battery Inverter (Power Control Unit)

Policy support to electrified vehicles

popularization through feasible incentive to

customers (for purchase), Auto Industry

(minimize supply chain & employment

impact), and infrastructure development

Deeper understanding on benefit of

electrified vehicle. (driving distance with

battery, charging time and operation cost)

Development of infrastructure (e.g. increase

# of charging stations, reliable facility /

operation)

Performance improvement and cost

reduction of electrified vehicle technologies

(especially battery)

GOVERNMENT CUSTOMERS

INFRASTRUCTURE (ENERGY SUPPLY) AUTOMOTIVE INDUSTRY

ELECTRIFIED

VEHICLES

(HEV, PHEV,

BEV, FCEV)

Collaboration of all stake holders is necessary to transform the market, make scale merit and

economically feasible for electrified vehicle

Challenges for achieving “Transformation into Electrified Vehicle” B

Issues and Necessary Step Preparation Steps to Enter “Electrified Society”

Toyota proposes the establishment of “Institutional Body” which coordinate all stake

holders, and conduct “Joint Study” to develop Electrified Vehicle Industry Roadmap

Infrastructure • Conduct study, discussion

to decide necessary station - Number, Location

Supply

Chain

• Study the supply chain of

“Electrified Vehicle” - Impact to existed supplier

- Possibility of parts localization

User

Convenience

• Conduct Feasibility Study to

check the customer

convenience - Price, Charging time

Government

Regulation

• Study other country’s

regulation

-Benchmark with other

countries Policies &

Regulation

• Appropriate number of

charging and Power

Supply

• Develop New Supply

Chain for New Parts

• Negative Impact to Existed

Industry

• High Price

• Long Charging Time

• Need government huge

support for Transformation

Considerations Point for Electrified Vehicle

Issues Action Step 1 Action Step 2

• Based on the report on “4 main

pillars” of EV Penetration, draw

the “Indonesia Electrified

Vehicle Roadmap”

(linked with MOI’s Industry

Roadmap)

Feasible target for shifting to

“Electrified Vehicle”

UIO Target

Parts/Technology Localization

Target

Infrastructure Development

Target

Regulation Introduction Target

etc.

Study the Potential of Indonesia

indigenous resources which can

take a part as Global Supply Chain

of Electrified Vehicle

Industry Transformation and Supply Chain

Example : Supply Chain for Automotive Battery Pack

Automotive Battery Industry consists of several components and required integration

within the supply chain (from Raw Material, Modul and finally Battery Pack)

Supply Chain for Vehicle Battery Pack

Battery Pack

Key Components inside Lithium-Ion Battery

Lithium-ion battery, the heart of electrified vehicle has 4 key chemical components and

most of the leading companies are currently from Japan, Korea and China.

Electrolyte Liquids plays the role as path between

cathode and anode material

Due to easy for copying, each makers

already gotten patent to keep

competitiveness

Main Materials - Cathode Material

- Anode Material

- Separator

- Electrolyte etc.

Key Parts in Li-Ion Battery

Anode Material The second important part which is

made by carbon material

OEM Makers Li-Ion Cell

Electrified Vehicle Vehicle uses electricity as

the energy for driving

Include HEV, PHEV, BEV

and PHEV

Key Players

Lithium-Ion Battery Cell High performance battery

with specification as

compact, lightweight, high

energy density and

rechargeable.

Key Players

Cathode Material The most important parts which

decides battery performance

Uses lithium, cobalt, nickel as the

raw material

Separator Resin insulating material to

preventing cathode and anode

material to come together

Today’s main trend is under 10um

Incentive Patterns that Support National Brands

CBU CKD IKD Component

National

Incentive

Tax A%

Tax B%

Tax C% Tax 0%

• Global EV Initiative

List of announcements about EV targets by global OEMs, as of April 2017

OEM Pengumuman Sumber

BMW 0.1 million electric car sales in 2017 and 15-25% of total BMW

group sales in 2025

Lambert (2017b)

Chevrolet GM) 30,000 electric car sales per year by 2017 Loveday (2016)

OEM China 4.52 million sales of electric cars per year by 2020 CNEV (2017)

Daimler 0.1 million electric car sales per year by 2020 Daimler (2016a)

Ford 13 new EV models by 2020 Ford (2017)

Honda 2/3 of the total sales in 2030 is EV (including hybird vehicles,

PHEV, BEV and FCEV)

Honda (2016)

Renault-Nissan 1.5 million cumulative electric car sales in 2018 Cobb (2015a)

Tesla 0.5 sales of electric cars per year by 2018 1 million electric

car sales per year by 2020

Goliya and Sage

(2016), Tesla (2017a)

Volkswagen 2-3 million electric car sales per year by 2025 Volkswagen (2016)

Volvo 1 million cumulative electric car sales by 2025 Volvo (2016)

EV Challenge • The transformation towards Electric Vehicle will face challenges. • Collaboration from all stakeholders is needed to transform the market, generating

economies of scale adequate and feasible for EV.

GOVERNMENT

INFRATRUCTURE (ENERGY SUPPLY) AUTOMOTIVE INDUSTRY

CUSTOMER

Policies to support the popularity of electri vehicles through incentives for consumers (for purchase), automotive industry (to minimize supply chain & employment impact) and infrastructure development

Development of infrastructure (including the number of charging stations, facilities and reliable operations)

A deeper understanding of the mafaat

electric vehicle (driving distance with battery, charging time and operational cost)

Improved performance and cost reduction of electric vehicle technology (especially battery)

ELECTRIK VEHICLES

(HEV,PHEV, BEV,FCEV)

Target

Quantitative Targets of Motor

Vehicle Industry 2020 - 2035

National branded electric vehicle

• Two wheel: electric motor power 15 kW down;

• Four wheels: 60 kW electric motor power down;

• Manufactured in Indonesia;

• Some or all of its intellectual property is owned by the Indonesian nation;

• Shares of industrial ownership: 51% Indonesia

14

No Year Item

2018 19 20 21 22 23 24 25 Remark

1 Total 1,1 1,3 1,5 1,6 1,7 1,8 1,9 2,0

2 LCEV (HV,PHEV,EV) → Persentase 1 5 10 12 14 16 18 20

3 Penjualan (sales) → LCEV 11 K 75 K 150K 192K 238K 288K 342K 400K

4

Kategori (LCEV) - Publik - Fleet (Pempus,Pemda, Log-Coy,Taxi, Airport) - Other (Dutyfree,special purpose/export)

15% 1650 80% 8800 5% 550

15% 11.250 80% 60.000 5% 3750

25% 37.500 70% 105.000 5% 7500

25% 48.000 70% 134.400 5% 9600

35% 83.300 60% 142.800 5% 11.900

40% 115.200 55% 158.400 5% 14.400

45% 153.900 50% 171.000 5% 17.100

50% 200.000 45% 180.000 5% 20.000

5

Kategori Produksi a) Vehicle b) Main Component

CBU CBU

CKD CKD

CKD/IKD CKD/IKD

CKD/IKD IKD/PxP

IKD/PxP PxP

PxP PxP

PxP PxP

PxP PxP

6 Business Concept a) Vehicle b) Main Comp

JVC,Local JVC,Local

Local

Local ←

SCENARIO & SIMULATION of LCEV MARKET (Incld. Production Scenario) (Draft)

Jakarta, 12 Maret 2018 (IOI)

Principle Company

Assembler/ Mfg

Supplier

Karoseri

Distri- butor

& Dealer

Charging House

*) Local *) Local

+) Local

MARKET/ Customer

Charging Station (Shop)

+)Local

1) Domestik 2) Ekspor

Industrial / Business Flow For EV

Jenis Investor : 1) Foreigners 2) Local 3) JVC

1) JVC 2) Local

+ 3 Core Technology

1) JVC 2) Local

Outlet

Outlet

*NTA Sarana & Prasana untuk penge-test-an (1) Vehicle Uji Type Uji Emisi -> EnV (2) Component Safety -> NCAP #1 #2 #3 #4 dst. (Battery) (Motor) (Inverter) (Other )

Fasilitas Teknologi Uji & Evaluasi

EV Development Center, Test / Test and Evaluation

[ IMAGE ]

Electric Car

http://www.fiscuswannabe.web.id/2015/08/LISTRIK.html

https://internasional.kompas.com/read/2015/06/25/073100530/Mimpi.Mobil.Listrik.Dahlan.Iskan.Berujung.Masalah

Teknik Metalurgi ITB / ZZ

Summary

Moving from ICE based into Electrified Vehicle Society,

Indonesian Automotive

transformation (supply

Industry require huge

chains, human resources, customer, after market, infrastructures, policies, etc)

It is necessary for all stake holders to collaborate, not only in domestic but also establish strategic

international partnership.

Supply Chain of Electrified Vehicle Core Technology

requires New Materials (Lithium, Rare Earth, etc),

Processes, Business Model and Indonesia can be part of

Global Supply Chain

Principle commits to work closely with all stake holders for

achieving sustainable Automotive Industry in Indonesia

Thank You….