alliance press conference...portfolio strategy and consequently to the industrial footprint increase...
TRANSCRIPT
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ALLIANCE NEW COOPERATION BUSINESS MODEL
M O R E C O M P E T I T I V E N E S S A N D S U S TA I N A B L E P R O F I TA B I L I T Y
L E A D E R / F O L L O W E R
V E H I C L E
L E A D E R / F O L L O W E R
T E C H N O L O G YR E F E R E N C E R E G I O N
A L L I A N C E P U R C H A S I N G W I T H F U R T H E R E F F I C I E N C Y
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LEADER / FOLLOWER VEHICLE - PRINCIPLES
❑ Increase Alliance common platform utilization
❑ Push standardization further, from platform to upper bodies
❑ Per segment, one mother vehicle (leader car) and sister
vehicles engineered by the leading company with the support of
the followers’ team
❑ All leader & followers vehicles for all brands to be produced in
the most competitive set-up, including grouping the production
when relevant
Up to 40% model investment reduction for vehicle fully under
this scheme.
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LEADER / FOLLOWER ALREADY APPLIED AND PERFORMING IN LCV
LEADER
SMALL VAN HEAVY VANMEDIUM VAN
NAVARA L200
0,5T PU
VAN & SMALL PU 1T PU
FOLLOWER
NV250 NV300 NV400 NP200
EXPRESS
RENAULT KANGOO RENAULT TRAFIC RENAULT MASTER LOGAN PU
VAN & SMALL PU 1T PU
ALASKAN
MANUFACTURING X-MANUFACTURING IN LEADER PLANT – SANDOUVILLE ILLUSTRATION
SANDOUVILLE
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LEADER / FOLLOWER TECHNOLOGY – A PROVEN SCHEME
❑ Build on the foundation: each company continue to share the
investment for platforms, powertrains and technologies
❑ Build on the foundation: each company to access to the broad
range of capabilities demonstrating the technological leadership
❑ Go beyond: push further the Leader/Follower scheme already
applied on some platforms and powertrains with confirmed benefit
for efficiency
CMF-EV
Pioneer of mass production EV
Close to 1 million unit produced
600.000+ units worldwide with
autonomous driving technology
CMF-B Kei platform
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MAIN LEADER AND FOLLOWER TECHNOLOGY DOMAINS
E X I S T I N G & E X T E N D E D
Kei-Car PF
CMF-A
CMF-B
CMF-C/D
CMF-EV
Android Platform
“China” PlatformAUTONOMOUS DRIVING
e-Body (Core system of
ELECTRIC-ELECTRONIC)
ARCHITECTURE
POWERTRAIN*
EXISTING DOMAINS EXTENDED DOMAINS
* Renault: Small Gasoline, Diesel
* Nissan: big Gasoline, Kei-CAR
* Mitsubishi: PHEV for C/D segment
CONNECTED CAR
PLATFORM
CMF-A/B ePT
CMF-EV ePT
E-POWERTRAIN
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REFERENCE REGION - PRINCIPLES
❑ Each company will focus on its core regions with the aim to be
among the most competitive and serve as a reference to the others
to enhance their competitiveness
❑ Leader / Follower approach starts from the companies’ product
portfolio strategy and consequently to the industrial footprint
❑ Increase the number of procured services among the companies in
each region, covering common business processes and resource
sharing
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REFERENCE REGIONS – THE COMPLEMENTARY STRENGTHS OF THE ALL IANCE MEMBERS
A L L I A N C E C O V E R S 1 0 0 % O F M A I N A U TO M O T I V E R E G I O N S
NAFTA
MERCOSUL
EMEA
INDIA
CHINA
SOUTH-KOREA
JAPAN
ASEAN
OCEANIA
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PLATFORM AND PRODUCTION RATIONALISAT ION
B R A Z I L
ACTUAL FUTURE
4 PLATFORM VARIANTS 6 MODELS
SANDERO
STEPWAY
LOGAN
CAPTUR
MARCH
KICKS
1 PLATFORM 7 MODELS
2 PLANTS
CMF-B Hatchback & SUV
HATCHBACK SUV
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PRODUCTS UNDER LEADER FOLLOWER SCHEME
E U R O P E & R U S S I A
• Pursue Leader / Follower modelLCV VAN
C SUVC SUV• Russia - 2023
• Renewal post 2025 : Nissan leader
worldwide
B SUV• Russia – 2022
• Future renewal by 2025 for Europe
Compact EVB • Future development & renewal
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FOCUSED APPL ICAT ION IN OTHER REGIONS
J A PA N , A S E A N A N D O C E A N I A
JAPAN
ASEAN
OCEANIA
• Nissan is a leader for Kei Platform
• Kei is Nissan and MMC’s Joint planning,
R&D is done by Nissan, and Production is done by MMC
KEI PLATFORM
• Expand MMC’s OEM supply of Xpander to Nissan (Livina) in ASEAN.
• Collaboration in production in ASEAN. For example in Philippines.
XPANDER LIVINA
• OEM supply of VAN from Renault to Mitsubishi in Australia
and New Zealand
EXPRESS
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ALLIANCE EFF IC IENCY WILL IMPROVE
W I T H I N C R E A S I N G M O D E L S U N D E R L E A D E R / F O L L O W E R
RATIONALIZED NUMBER OF MODELS
WILL IMPROVE ECONOMY OF SCALE
MORE MODELS UNDER LEADER / FOLLOWER SCHEME
WILL IMPROVE R&D-CAPEX / CAR RATIO
2019 2022 2025 projection
% OF MODELS UNDER LEADER / FOLLOWER SCHEME*
STABLE
COVERAGE
OPTIMIZED CAR PORTFOLIO – IN NUMBER OF MODELS
48%
100
80
9%
* excluding dedicated models for US and China