efforts in the focus fields (electrification) · dialog day / 24th may 2019 / yukihiro shinohara /...

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/13 Dialog day / 24 th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. Efforts in the Focus Fields (Electrification) Yukihiro Shinohara Electrification Systems Business Group

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Page 1: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved.

Efforts in the Focus Fields(Electrification)

Yukihiro ShinoharaElectrification Systems Business Group

Page 2: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved.

Goal and growth target1.

1

Page 3: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved.

Goal of the electrification business – Forecast of the global electrification market –

2

The number of electric vehicles is expected to grow.

Fuel cell vehicles (FCVs) Electric vehicles (EVs) Plug-in hybrid vehicles (PHVs)Hybrid vehicles (HVs) Natural gas-powered vehicles (CNG/LPG)Clean diesel vehicles (D)Hybrid vehicles (HVs)

Gasoline vehicles (G)

Source: Documents from the 1st Strategic Commission for the New Automotive Era, Ministry of Economy, Trade and Industry

Electric vehicles

Electric vehiclesElectric vehicles

Sales of passenger vehicles (million vehicles)

150

100

50

(CY)

Page 4: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved. 3

Goal of the electrification business – Core products that underpin overall management –

Contribute to innovation of the automotive society through overall management

InverterMG Battery ECUControl brake EPS-ECU EPS-MCU

Energy management

AD/ADAS

Laser Instrument cluster

External condenser

Expansion valve

HVAC

Compressor

CLOUD

Suspension motorRiding comfort

Kinetic management Thermal management

Mobility IoT Core

SC windingMotor diameter

Concentrated winding

DriveTurnStopSafety and comfort

Wiper systemWindow motor

Page 5: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved.

Electrification systems business Revenue target for FY2026

44

2019 (results) 2022 (target) 2026 (target)

(億円)

Grow the business to more than two trillion yen by FY2026 by contributing to the spread of electrification

USD 111 100 100EUR 128 120 120

(Assumed foreign exchange rate)

(billion yen)

2,000

1,000

Page 6: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved.

2.

5

Efforts to achieve the target

Page 7: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved. 6

MG Inverter Battery ECUMotor generator

32.4%Global share2018 35.5%15.8%

Press SC winding technology

Core technologies

Core products

Double-sided cooling Technology to monitor many cells accurately

Competitive core technologies

Capability to achieve electrification – Individual capability × Core technology –

DENSOHirose PlantOthers

Created by DENSO based on the data of the number of units prepared by MarkLines Co., Ltd.

Page 8: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved.

Capability to achieve electrification – Goal of business and products to spread electrification –

Extensive product lineup covering 90% of the market

0

500

1000

1500

2000

2500

3000

0 50 100 150 200 250 300Output (kW)

Num

ber

of v

ehic

les

(uni

t: 1

,000

/yea

r)

D HEV PHEV

High-output power cardDouble-sided cooling

Covered range

BEV

6-phase motor generator 2 motor generators, 2 inverters2 power sources, 2 inverters×2

Market coverage 90%

Demand forecast (global) (2025)

Demand forecast (DENSO)

Core & customization

Cooling pipe

Connector

Terminal block

Direct connection to the motor generator

Performance requirements in the market DE

Increase efficiency of verification

Automatic derivation of specifications

Digital engineering

Automatic drawing

Installation requirements(requirements for collision, cooling, etc.)

Power cards and coolers (number of stages)

7

Page 9: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved.

Efforts in electrification – Taking on challenges to create new value –

8

HVAC

EPS

Electric compressor EnvironmentalECU

Radiatorcondenser

+ Engine

Small motor

DDC

ChargerHSG

+ Fuel cell

BEV(P)HEV FCEV

+ Electric power (power plant)

Key components

Radar

Monitoring ECU

SMR

ReachDZ

Battery packBMSCharger, etc.

Power supply + Drive system

Electromechanical drive system

Suzuki Toshiba

Build a broad-based alliance

Inverter Battery pack

High-voltage battery module

MG

Safety ECU

T/MBrake

TDSGNeusoft

Aisin Gr.

Page 10: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved. 9

Anjo Electrification Development Center (EIC) to be established in May 2020

Global supply system in six regions

Electronic components production business of the Hirose Plant to be transferred in April 2020

Europe

Japan

Asia

The DENSO Group will invest 180 billion yen in total.

North America

●Technology Development Base〇Production Base

ーー

ーEfforts in electrification

– Enhance profitability to underpin the next growth phase –

Page 11: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved.

Long-term efforts3.

10

Page 12: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved. 11

Electrification business – Efforts to enhance competitiveness

MG

Inverterα-Ga2O3 α- Ga2O3 α-α-Ga2O3 α- Ga2O3 α-α-Ga2O3 α- Ga2O3 α-α-Ga2O3 α- Ga2O3 α-

Corundum-structured gallium oxide

FeNi superlattice

High efficiency

Lightweight

High performance

Advanced materials

Carbon nanotube

Innovative technology development

High-performance rare-earth-free magnet

Low-loss power semiconductor material

Ultra-lightweight conductor material

Page 13: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved. 12

Electrification business – Long-term efforts –Fields to be strengthenedUnderstand various mobility needs

Meet various mobility needs

Complete regeneration and simplification

New fields, quick technology developmentUltra-lightweight, lightweight, high efficiency, high quality

Expansion of vehicle value

Page 14: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved. 13

Make the sky clear using DENSO’s electrification technology

Page 15: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved
Page 16: Efforts in the Focus Fields (Electrification) · Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group /13 © DENSO CORPORATION All RightsReserved

/13Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group© DENSO CORPORATION All RightsReserved.

Individual capability × Core technology

Completely eliminate waste in electricity consumption to achieve comfort, improve the response, and extend the range

MG

ECU

DC-DCConverter

Inverter

On-Board-Charger