Innovative Vehicle Technology - Odette
Transcript of Innovative Vehicle Technology - Odette
Innovative Vehicle Technology
Strategic Direction
Innovative Vehicle Technology
Haldex is a vehicle technology company.
We offer proprietary and innovative solutions to the global vehicle industry.
We focus on products that improveSafety Environment Vehicle dynamics.
Customers & Products
Innovative Vehicle Technology
Heavy vehicles
Industrial vehicles Engines Cars
Brake-systems
59%
Hydraulicsystems
17%
Springwire14%
AWDsystems
10%
Global presenceAnnual sales ~ 7.5 BSEK (~ $1,000 m)4,800 employeesProduction in North America, South America, Europe and Asia
47% 47%
2%
4%
Innovative Vehicle Technology
Brake Systems
Air Suspension
Air Management
Brake Control
Wheel Brake
Suspension controlHeight control
Compressor Air dryer systems Air cleaner
ABS EBS Valves Brake chamber
Brake adjusters(drum) Disc brake Brake linings
Innovative Vehicle Technology
ABS ECU RelayValve
QuickRelease
Valve
ServiceActuator
(x4)
Parking BrakeActuator (x2)
Wheel SpeedSensor (x4)
ABS In-LineValve (x4)
Manifold DashValve
Trailer ControlValve
Hand ControlValve
FootValve
Compressor
AirDryer
Governor Pressure Protection Valves (x2)
Trailer Couplings
Air Reservoirs (x3)
Manual or AutomaticBrake Adjuster
for Drum BrakesDisc Brake
System CompetenceSystem Competence
Drum Brake or Disc Brakeat each wheel
Typical3 axle
Tractor with ABS Suspension
ControlValve
Innovative Vehicle Technology
Power Systems
Lift systemsConstruction & ForkliftsTruck tailgates & AxlesAerial work platforms
Energy ManagementSystemsNew technology under development
Other Power SystemsDump truck compactionPower steeringEmergency brake & steerCommercial mowers & Ag equipment
Innovative Vehicle Technology
Engine Products
Advanced wire products
Fuel transfer pumps
Cooling fan drive systems
Crank case ventilation gascleaning – Alfdex
Fuel saving EGR systems- Varivent
Innovative Vehicle Technology
AWD Systems
Electronically controlled system
Application Software Base Software
● Automatic & extremely fast● Improved safety & traction● Compatible with ESP/ABS● Optimized vehicle dynamics
Innovative Vehicle Technology
Generation III
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2003 2004 2005 2006 2007 20080
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Business Conditions - Market Upturn
Innovative Vehicle Technology
Light vehicle growth ~ 3 %
4WD penetration 18 % 23 %
4WD CAGR ~ 6.5 %
Controllable 4WD CAGR ~ 20 %in NA + EUR
All types 4WDm units world
Controllable 4WD 000’s NA + WE
End of 2005 a slow down in sales of SUVs
Medium and long-term growth pattern looks promising, increased usage of AWD on passenger cars and increased usage of crossovers.
Global Customer Base
Innovative Vehicle Technology
Truck & BusDAF, Daewoo, Dong Feng, FAW, Ford, Freightliner, Hino, Hyundai, Iveco, Kenworth, Kia, Mack, MAN, Telco, Mercedes, Navistar, RVI, Volvo, Peterbilt, ScaniaAxle & TrailerBPW, Dana, Fruehauf, General Trailer, Great Dane, Kögel, ROR, SAF, SESR, SMB, Trailor, Utility, Wabash
ForkliftsAtlet, Toyota (BT, Raymond, Prime Mover), Jungheinrich, Linde, NACCO (Hyster, Yale), Rocla, CrownConstructionBobcat, Caterpillar, Dana, Dynapac, Genie, Grove, Komatsu, O&K, VögeleWeyhausen, Volvo Construction Equipment Tailgate/BogieBehrens, Bär, Dautel, Interlift, Ray Smith, Volvo Scania, Sorensen, Zepro
EnginesCaterpillar, Cummins, DAF, Detroit Diesel, Mercedes, Scania, VolvoSprings Associated, Matthew Warren/Automatic, MeritorSuspension Systems, Muhr & Bender, Peterson, Renault, Scherdel
CarsVW (Golf, Bora, Beetle Rsi, Sharan), Audi (Audi A3/S3, Audi TT), Skoda(Octavia), Seat (Leon, Alhambra), Volvo (S60, V70, S80, XC70, XC90), Ford Mercury, BugattiVeyron, Land Rover
Competitors and Market Shares
Innovativ fordonsteknik
Competitors Haldex market sharesBrake Arvin Meritor Overall ~ 15%Systems Knorr Bremse By product 5 - 65%
Wabco
Borg WarnerAWD GKN All AWD types ~ 5%Systems Magna Drive Train Controllable AWD ~ 35%
TorsenToyoda
BoschPower Eaton Overall ~ 10%Systems Parker Hannifin By product 5 – 35%
Sauer Danfoss
ASWEngine wire Kiswire Overall ~ 30%Products Suncall By product 20 – 35%
Suzuki
Innovative Vehicle Technology
Strategiska hörnstenarStrategic Pillars
Innovative Vehicle Technology
Focus on profitability
Growth
Costimprovements
Strengthen positions on new marketsProduct development
Increase product range to heavy trucksNew generation AWDNew technology for diesel engines
Joint ventures and acquisitions
Increased production in low-cost countries
World class production
Reduced purchase costs
W100, 1200, Låg rpm pump
New suppliers of rod wire
Oteva 90 Valve spring wire
ModulAir Air dryer products
Platform power systems
Product line (DF) Actuators
Product developmentRationalization Upgrading New product
Improve/maintain margins Increased business New/increased business
ABS/EBS Trailers ABS Trucks
ModulX disc brakes
XWD and PreX EBS Trailers, NA
Elektric fuel insertion pump
Brake linings (Long-life) Twin Disc brake
Energy Management Systems
Alfdex
Varivent
Oil-free compressor
Elektric disc brake
AWD Generation III
Product line (P) Actuators
Nitratable piston ring
Innovative Vehicle Technology
Challenge
That in a business with
an annual growth of
2-3 % find niches that
have higher growth
Innovative Vehicle Technology
Innovative Vehicle Technology
Product Data
Haldex has grown:• organically• by mergers and acquisitions
Therefore a complex structure of • organization• ERP systems• CAD systems• PDM or Product definitions
Innovative Vehicle Technology
Product Data
Customer base:• global• different standards• different CAD• different requirements• different ECM
Requires agreements on conversion Haldex data to their standards.
Innovative Vehicle Technology
Product Data
Communication:• e-mail• CD• EDI• Direct, e.g. VW