Tipping Point : Meeting Consumer DemandTom Watson

VP & Technical Fellow, Powertrain & Vehicle Systems

Johnson Controls Power Solutions

Center for Automotive Research – Management Briefing Seminars

July 31 - August 3, 2017

2

POWER SOLUTIONS IS THE INDUSTRY LEADER

WITH SIGNIFICANT COMPETITIVE ADVANTAGES

STRONG

RECOGNIZED

BRANDS

FINDING THE RIGHT BALANCE BETWEEN REGULATIONS,

CONSUMER EXPECTATIONS AND COST

FEATURE CONTENT WILL DRIVE MORE

ELECTRICAL PERFORMANCE IN THE VEHICLE

Emissions/CO2 SafetyComfort and convenience

NOT ALL ELECTRICAL LOADS ARE CREATED EQUAL

Electrical Power Required

Ele

ctr

ical E

nerg

y R

eq

uir

ed

General

ECUs

Med

Low

High

Lighting

Systems

Power

Windows

Power

Seats

Infotainment

V2V

Comm.

Radar and

Cameras

Wireless

Phone

Charging

General

Key Off

Loads120V AC

Outlet

Rear

Defrost

Electric

Oil Pump

Electric

Water

Pump

Audio

Amplifier

Electric

Assist

Steering

Heated

Windshield

Starter

(Start-Stop)

Starter

(ICE)

Heated

Seats

Active

Steer/Brake

Elec

Assist

Turbo Auto

Parking

Electric

A/CISG

(MHEV)

Starter-Alt

(MHEV)

Active

Suspension

HighMediumLow [kW]

[WHr]< 0.5 kW < 2.5 kW < 20 kW

Emissions/CO2 SafetyComfort and convenience

Electric

Heated

CatalystAntilock

Brake

System

Stability

Control

SystemAutonomous

Steering

Cabin

Preheat

6

1900 1920 1940 1960 1980 2000 2020 2040

T H E E V O L U T I O N O F E L E C T R I C A L L O A D S

6VElectric Starter

INC

RE

AS

ING

EL

EC

TR

ICA

L P

OW

ER

12VPowernet begins in earnest

12VContinues

1900 1920 1940 1960 1980 2000

NO SIGNIFICANT CHANGES

UNTIL BEGINNING OF 21 st CENTURY

48V/12VDual powernetto launch

NEW HIGH POWER ELECTRICAL LOADS

FOR BOTH EFFICIENCY AND FUNCTION

VECHILE LAUNCH YEAR

FEW DYNAMIC LOADS

MANY DYNAMIC LOADS

VEHICLE TYPE

CONVENTIONAL

BA

SE

LIN

E5%

20%

+40%

+

FU

EL S

AV

ING

S

Conventional

Powertrain

Hybrid Electric

Plug-in Hybrid Electric

Electric Vehicle

FORD F-150

HONDA ACCORD

TOYOTA PRIUS

CHEVROLET VOLT

TESLA

MODEL S

Start-Stop

MARKET

OPPORTUNITY

VEHICLE POWERTRAIN CONTINUUM

xEVsSTART-STOP

Low voltage electrification combined with

other efficiency technologies will deliver

near-term improvement

Delivers

path to zero

carbon

emission

transportation

HYBRID ELECTRIC

PLUG- IN HYBRID ELECTRIC

ELECTRIC

MICRO HYBRID

ADVANCED START -STOP

START-STOP

INTERNAL COMBUSTION ENGINE

TE C H N OL OGY P L A TFOR M C OS T

EF

FIC

IEN

CY

IM

PR

OV

EM

EN

TS

H IGHL OW

L OW

H IGH

ELECTRIFICATION FOR INCREASED EFFICIENCY IS WELL DEFINED BUT STILL CHALLENGED

L E A D A C I D B AT T E R I E S C O N T I N U E TO H AV E M A J O R

A D VA N TA G E S I N H I G H V O L U M E V E H I C L E A P P L I C AT I O N S

SAFETY

COST IMPACT

DISCHARGE POWER(COLD CRANK)

CHARGE POWER

CYCLE LIFE

WEIGHTVOLUME

ENERGY DENSITY

TEMPERATURE RANGE

PACKAGING FLEXIBILTY

RECYCLABILITY

12 -VOLT BATTERY COMPARISON

AGM Li-ion

• For single battery architectures there

is no perfect solution

• AGM Lead-Acid continues to lead

market

• Lithium-ion entering for select

applications

J O H N S O N C O N T R O L S E N E R G Y S TO R A G E

T E C H N O L O G Y PA I R I N G – 1 2 V S Y S T E M S

Johnson Controls Recommended

Battery Technology

Fuel Economy &

CO2 ReductionElectrification &

Dynamic Environment

Basic

Sta

rt-S

top

Sta

rt-S

top

Ad

van

ced

Sta

rt-S

top

8%+

5%

3-5%

---

---

With Energy Regen

Enable Emerging loads

High Energy Accept & Deep Cycle

Limited Energy Regen

Existing S/S Electrical Loads

Medium Cycle

No Energy Regen

Minimal Electric Loads

Small Engine / Shallow Cycle

Non Start Stop

Base Electrical Loads

Non Start Stop

High Electrical Loads

AGM

AGM Gen. 2

12V Dual

(Li-Ion/ AGM)

Flooded

SLI

AGM

Co

nven

tio

nal

•There is room to squeeze more fuel

economy out of existing Start-Stop

systems - fully utilizing AGM

•Market demand for better match

between lead acid regen and

alternator sizing (i.e. AGM gen 2)

•Significant increases in charge

power require Li-ion chemistry

Johnson Controls, Inc. - INTERNAL

L O W- V O LTA G E P O W E R T R A I N S W I L L B E P R E D O M I N A N T

0

100

200

300

400

500

600

700

94%LEAD-ACID

202520202016

LEAD-ACID BATTERIES REMAIN DOMINANT

WITH START-STOP GROWING SHARE*(Projected Original Equipment + Aftermarket battery units in millions)

~20%

34%

~60%

~8%

62%

53%

33%

~13%

202520202016

MEGATRENDS ARE DRIVING

THE POWERTRAIN MIX FOR NEW CARS

Start-Stop ConventionalLead-acidLithium-ion 12V/48V > 60V

*Lithium-ion includes both >60V and 12V/48V

2030

Johnson Controls, Inc. —12

@JCI_BatteryBeat

@johnsoncontrols

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