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Automotive Future: Electrified and AutonomousThe Transition of an Industry
EDSGN 100: Introduction to Engineering DesignFall 2017
Delphi is a high-technology company that integrates safer, greener and more connected solutions for the automotive and commercial sectors.
Making safe possible
We envision a society with zero road fatalities, zero injuries and zero accidents.
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Making green possible
We envision a world with 50% less emissions.
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Making connected possible
• Delphi is pioneering advancements in intelligent vehicle technology to deliver a seamlessly informed, personalized and safer driving experience.
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A globally diverse and growing business
Figures from Delphi 2015 Annual Report6
Supplying the top vehicle models globallyUS – 18 of top 20
Europe – 19 of top 20China – 18 of top 20
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Providing integrated solutions
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Systems integration of gasoline and diesel engine management systems
incl. electronics & electrification that help optimize performance, emissions and fuel economy.
Aftermarket parts, tools, training and services.
A wide range of electronic and safety equipment and software in the areas
of controls, security, infotainment, communications and safety systems.
Electronics & Safety PowertrainElectrical/Electronic Architecture
Complete electrical and electronic architectures for customer-specific needs that help reduce production
cost, weight and mass, and improve reliability and ease of assembly.
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Two well-balanced portfolios
… serving attractive growth markets
PSA
Aftermarket
PowertrainProducts
N. America
Europe
Asia
ElectricalArchitecture
Engineered Components
Cockpit Controllers,Displays & Connectivity
Software, Security& Services
N. America
Europe
AsiaE/EA
and
E&S
Powertrain
REGIONSPRODUCTS
REGIONSPRODUCTS
(FY16 sales1)
(FY16 sales)
$100B+Addressable
Market2
$55B+Addressable
Market2
Electronics &Electrification
1 FY16 revenue is pro forma excluding the results of Mechatronics; see appendix for details2 Company estimates based on industry reports
$4.5B
$12.0B
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Globally PositionedTechnical Centers
• 6 major technical centers to support global programs
• Over 8,000 scientists, engineers & technicians worldwide
• 11 test labs
• Capabilities: Design Testing Prototyping Tooling
Engineering footprint
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North America
Europe
Asia Pacific
South America
Warren, Ohio – TC, TL Southeast MI
JuarezSaltillo – TC, TL
Jambeiro – TC, TL
Nuremberg – TL Wuppertal – TC, TL
Epernon – TL
Krakow – TC, TL
Tokyo
Seoul
Anting – TC, TL
Chennai
Nantong – TL
Namyang – TL
Cochin – TL
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Responsive to the needs of customersManufacturing Footprint
911
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35
12
18 16
620
2122
1710
415
1923
2
7
14
1
2524
26
8
56
7
32
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Jelesnia
Senica
SamaraSurgutChapaevsk
NeumarktNurembergWuppertal
GrosspetersdorfMattighofen
SzombathelyTatabanya
Epernon
Torino
Brookhaven, MSCranston, RIProvidence, RIVienna, OHWarren, OH
SaltilloRamos ArizpeDurangoFresnilloGuadalupe, NLGuadalupe, ZAJuarezLinaresLos MochisMeoquiNuevo LaredoParralTijuanaVictoria
IneuMoldova NouaSannicolau Mare
BursaIzmir
ChennaiCochinDharuheraPune
Kuala Terengganu
Pamplona
Castelo Branco
TangierKenitra
Conceicao dos OurosEspírito Santo do PinhalJambeiroParaisopolis
San Pedro Sula
NamyangPyeongtaek City
Jakarta
AntingBaichengChangchunChengduChongqingGuangzhouNantongShenyangTianjinWuhanYantaiYijiangZhuhai
15
1610
4
3
15
13
12
6
511 9
88
7
1 2
13
16
1315
14
115
4
26
3
8
71
12 19
10
21
17
16
20
22
9
18
10
Europe
NorthAmerica
South America
Asia Pacific
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Our Customers
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Delphi’s Evolution
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Culture and Priorities
At Delphi, we are dreamers who do. Our ideas inspire change. Our actions produce change. We collaborate, innovate, and execute with excellence, working hard to deliver a better drive, today. And a better future, tomorrow.
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http://p01.na.delphiauto.net/01/Apollo/Pages/Delphis-Bright-Minds.aspx
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We are witnessing the dawn of two Disruptive Technologies
1. Electric Vehicles
2. Autonomous Driving Vehicles
Automotive IndustryDisruptive Technologies At Work
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Disruptive TechnologiesHappening Simultaneously
“The Two Biggest Revolutions in Transport are Electrification and Autonomy
These are the two biggest innovations sincethe moving production line…and they are both
happening at about the same time”…Elon Musk* (Tesla)
*Source: BBC News interview 1.13.16
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Electric VehiclesThe Game Changers
Chevy Volt Nissan Leaf
Tesla Model SChevy Bolt
Plug-In Extended Range EV53 miles per charge
Then ~250 miles on gas~$35,000
Battery Electric Vehicle150 miles per charge (on 2018 model)
~$30,000
Battery Electric Vehicle200-300 miles per charge
$71,000 to $105,000 Battery Electric Vehicle238 miles per charge
~$30,000
ElonMusk
“All transport with the exception ofrockets will be fully electric”…Elon Musk*
Tesla Model 3Battery Electric Vehicle220 miles per charge
~$35,000
*Source: BBC News interview 1.13.16
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Electric VehiclesWhat about the dropping price at the pump?
Shale Oil in USA plus OPEC ‘pumping’ causing over-supplyWill low fuel prices at the pump hurt EV Sales?
Shale Oil/Gas Fracking
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Electric Vehicle MarketMay have moved beyond the question of oil prices
What’s that got to do with air quality in China?….or anywhere else in the world for that matter
Cheap Oil?
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Compelling Reasons for Owning an EVPick the one that appeals to you!
Air Pollution
Green & Clean
Greenhouse Gases
Climate Change
Say Goodbye to GasolineSave Money
Reduce Oil Consumption
or Just to be Cool!!
Hybrid and Electric VehiclesCurrent Growth Projections
10X
X
4X
20X
Global Electrification Market Upward Shift
2X
*Source: IHS July 2017
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Electric VehiclesSlow Growth Up to Now
“Change is really slow…….until it isn’t!”
Peter SheahanChange Labs CEO
Business ConsultantAuthor of “Fl!p”, “Generation Y” ,etc.
Sheahan warns against the “gravity of success,” which keeps the mind from seeking new opportunities because it becomes too trusting in the familiar success path. This trend is easy to fall into, because “change is really slow until it isn’t,” he said, explaining that when a market comes together, the tipping point hits a perfect storm, and a new product becomes a hit.
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Electric Vehicle AdoptionThe Perfect Storm? Maybe
And then came a Singular Event onMarch 31, 2016
Automotive board rooms all over the world took
notice
*Source: McKinsey January 2017
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~80% drop in 6 yearsTesla claims < $190/kWh
GM claims $145/kWh
Battery PackCosts
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And then came March 31, 2016Historically important moment for EVs
Unveiling of Model 3
115,000 Pre-orders prior to unveiling
Nearly 450,000 pre-orders now
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Hybrid & Electric VehiclesElectrification Architectures
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Hybrid & Electric Vehicle Architectures Drives Portfolio Opportunities
Architecture Key Considerations:• High voltages & high currents (lethal)• EMC protection (shielding of cables and connections)• Integration/compatibility with all systems & sub-systems• Reliability through life of the vehicle
Everything changes…but it’s all additive
Electrification and Autonomy Convergence Significant Impact to vehicle electrical content
Electrification & autonomy convergence = 4X content & revenue potential
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Electrification
Autonomy
ElectrifiedAutonomous
Vehicles
Autonomous EV
Autonomous PHEV
2X Revenue/Vehicle Potential
1X Revenue/Vehicle Potential
* 4X Revenue per vehicle potential as compared to a traditional ICE vehicle
Base Vehicle$1X
Electrified$2X
Autonomous$1X $4X*
Converged+ + =
Power, Signal, & Data Increases
Architecture ConvergenceAutonomous Driving Content Growth
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Base LineEV
Content
AutonomousContent
Base Electric Vehicle
Autonomous ConvergenceRequires Smart Vehicle Architectures
FEATURES ANDCONTENT High Speed Sensing and NetworkingSoftware Enabled Vehicle Features
Smart vehicle architectureMobility computing platforms FOUNDATION
Power and SignalDistribution
OTA and Vehicle Connectivity SensingActive Safety &
Autonomous Systems Data and Services Infotainment &User Experience PLATFORMS
BRAIN NERVOUS SYSTEMSYSTEMS
INTEGRATION
INTERNET OF THINGS
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Megatrends driving computing power requirements2015 2020 20252010
Full cloud connectivity
Safety eco-system
Smartphoneintegration
Assisted automation
Conditionalautomation
Fully autonomous
Internet of things
Increasingpersonalization
Convergence of megatrends driving demand for increased computing power
Increasing levels of EfficiencyImprovements incomputing power enabling multiple
macro trends
2015First coast-to-coast autonomous drive
Autonomous MobilityIt’s not as far away as you might think…look what has already been done
V2PVehicle to pedestrian
V2IVehicle to infrastructure
V2VVehicle to vehicle
V2Cloud
By integrating vehicle-to-everything (V2E™) technology, the car not only drives itself, but it communicates with the world around it.
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We’re crossing the street
Thanks for the warning we’ll
prepare to stop to let you cross
safely
I’m green for the next 5 seconds
I’m slowing down
preparing to stop
We’ve got to go through the intersection in 10 seconds
Okay! We’ll stop at the green light to let
you go through safely
Autonomous MobilityEnabling technology is advancing rapidly
Electrification & Autonomous MobilityKey Takeaways
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Vehicle Electrification is posed for rapid growth and mass adoption
High power portfolio products are technically challenging and high value
Vehicle Electrification and Autonomous Mobility are converging rapidly
High-voltage electrical interfaces (contacts) are critical to function, reliability, & safety
Autonomous Mobility drives complex engineering challenges and solutions
Both trends offer subject-rich environment for members of the engineering community