The changing face of your car battery The evolving role of energy storage in maximizing fuel efficiency

Transcription

1 The changing face of your car battery The evolving role of energy storage in maximizing fuel efficiency David Cue Vice President and General Manager, Johnson Controls Advanced Power Solutions Asia Shanghai, September 6, 2012

2 The changing face of your car battery: The evolving role of energy storage in maximizing fuel efficiency 汽车电池的变革 : 通过能源存储实现燃料利用率最大化 David Cue Vice President & General Manager 副总裁兼总经理 JCI May Advanced 2011 Power Solutions Asia 江森亚太地区先进能源动力部门 2

3 About Johnson Controls 关于江森自控 3 LANXESS MOBILITY DAY CHINA 2012

4 An evolving automotive landscape 一个不断发展的汽车市场 From idea to mass market adoption 从概念到大规模市场应用 Technology creates opportunity 新技术诞生, 带来新的可能 Environmental regulations establish a demand baseline 与环保相关的法规对汽车使用提出了更严格的要求 Automakers respond to meet minimum requirements 汽车制造商作出回应来满足基本的法规要求 Consumer value drives mainstream and large-scale adoption 客户价值引导主流新技术大规模应用的发展 4 LANXESS Mobility Day China 2012

5 Electrification strategies Defining the future 电气化战略 锁定未来 Increased duration of engine off time 增加发动机的停机时间 More energy recovery from regeneration 更多的能源再生回收 Electrification of systems, including high power components 电气化系统, 包括高功率组件 More efficient energy management 更有效的能源管理 Achieving future CO2 emissions levels will require new enabling technologies 必须依靠新技术, 才能实现未来的 CO 2 排放水平 5 LANXESS Mobility Day China 2012

6 Industry Challenges 行业挑战 In the next 10 years, battery suppliers would be OEM partners to meet those challenges. 在未来 10 年中, 电池供应商将作为 OEM 的伙伴共同应对这些挑战 6 LANXESS Mobility Day China 2012

7 Requirement Drives the Industry Innovation 需求驱动行业创新 Consumer 消费者 OEMs 汽车制造商 Battery Supplier 电池供应商 Demand 需求 Feels 体验 Cost 成本 Profit 利润 Regulations 法规 Investment 投资 Performance 性能 Safety 安全性 Life 寿命 Cost 成本 7 LANXESS Mobility Day China 2012

8 Today s xevs Need to Meet Present Consumer Expectations 如今的新能源汽车需要满足以下的用户需求 Value 价值 Initial price 原始价格 Easy of use (Infrastructure) 使用便捷性 ( 基础设施 ) Total cost of ownership 使用总成本 Performance 性能 Fuel economy 燃油经济性 Acceleration 加速性 Range 续驶里程 Practical charging times 实际充电时间 Safe 安全性 Equivalent to conventional vehicles 和传统车相当 Sustainable 可持续性 Use of sustainable materials 环保材料的使用 Recycling infrastructure 循环回收设施 Smart 智能性 Fast charge capable 具备快充能力 Charger infrastructure 充电基础设施 Reliable 可靠性 10+ year life 使用寿命超过 10 年 Consistency 一致性 Seamless Operation 无缝运行 Near-term x-ev growth will be driven by early adopters and fleets 近期的新能源汽车发展将会由示范运行和先期消费者来驱动 8 LANXESS Mobility Day China 2012

9 Regional differences in powertrain adoption 动力系统选择的区域差异 Driving Patterns Petrol Prices 2015 Regulations 24% 27% 21% 6% 16% 6% ~ 0.75 / L 181 gco 2 /km 0-5,000 5K - 10K 10K-15K 15K-20K 20K-30K 30K+ 24,100 km / year 36% 28% 17% 10% 6% 3% 0-5,000 5K - 10K 10K-15K 15K-20K 20K-30K 30K+ 16,100 km / year ~ 1.50 / L 130 gco 2 /km Escalating fines for non compliance 30% 22% 17% 15% 11% 5% ~ 0.75 / L 167 gco 2 /km 0-5,000 5K - 10K 10K-15K 15K-20K 20K-30K 30K+ 20,100 km / year Driving patterns plus regional differences in fuel price and legislation will create a wide range of outcomes 驾驶模式, 燃油价格和立法的地区差异, 将在各地形成不同的市场情况和发展趋势 9 LANXESS Mobility Day China 2012

10 Regulatory drivers 法规性规定 Fuel Economy and CO 2 Emissions 燃油经济性和二氧化碳排放量 CO 2 Targets grams CO 2 /km Europe 欧洲 10% by 2015 posed 40% over 2015 levels by 2020 United States 美国 10% by 2016 Proposed 40+% improvement in average fuel economy by 2025 China 中国 6.9l/100km by 2015 New CAFC system driving incentive based compliance Existing and pending legislation continues to push OEMs to introduce new technologies 现有的和正在审议的立法不断推动 OEM 引进新技术 10 LANXESS Mobility Day China 2012

11 Regional differences in powertrain adoption 影响当今电池设计的主导因素 Requirements important for all types of applications: 对所有应用都至关重要的需求因素 Robustness 鲁棒性 Abuse Tolerance 容错性 Functionality 功能 Vehicle Integration 整车匹配性 Program Volumes 项目产量 环境 Availability of Technology 技术的成熟性 Market Introduction 市场需求指引 Raw Material Availability 基础原材料的稀缺性 Recycling Strategy 产品回收战略 Resources 资源 11 LANXESS Mobility Day China 2012

12 JCI Product Offerings For All Vehicles 产品覆盖所有汽车类型 Internal Combustion Engine 内燃机引擎 Start-Stop 起停 Hybrid Electric Vehicle (HEV) 混合动力车辆 PHEV/EV ( 插电式 ) 电动车 强富液型铅酸 (EFB) 锂离子电芯 - 功率型 锂离子电芯 - 能量型 玻璃纤维铅酸 (AGM) 完整的电池系统 Battery Systems 完整的电池系统 Battery Systems 普通铅酸电池 Challenge: Regenerative performance 再生性能 Cycle life 循环寿命 Challenge: Cost 花费 System Complexity 系统复杂性 Challenge: Cost 花费 EV range EV 范围 Calendar Life 寿命 Dimension and weight 尺寸和重量 12 LANXESS Mobility Day China 2012

13 Start-Stop technology is today s product solution 起停技术是目前最主流的产品解决方案 Demand was driven initially by European regulations 最初由欧洲的法规条例推动 Rapidly gaining widespread consumer acceptance 迅速赢得了广大消费者的认可 Low price premium 再投入成本低 Less exotic technology 技术衔接更顺畅 Immediate benefit of fuel savings 节油效果立竿见影 Enhanced resale value 转售价值有保障 OEs are rapidly converting fleets OE 正在快速的转变方向 Embedding Start-Stop in core marketing campaigns 起停技术已融入其核心营销活动 Large European and China market forecasted production by 2016 在大型欧洲和中国市场预计将在 2016 年前投入生产 Johnson Controls Absorbent Glass Mat Technology is ideally suited and commercially ready 江森自控的吸收式玻璃纤维隔板技术 (AGM) 已非常成熟, 完全符合商业应用的要求 13 LANXESS Mobility Day China 2012

14 2020 Fuel efficiency regulation 2020 年燃油能效法规 Today s applications still leave a gap 目前的应用仍有差距 * Average global MPG needed in 2020 to meet govt. requirements in EU, NA and China 42 MPG 47 MPG* By 2020, the forecasted powertrain mix will leave a gap versus mandated fuel efficiency requirements 到 2020 年, 预计汽车动力系统的燃油能效仍与法规要求的水平存在差距 14 LANXESS Mobility Day China 2012

15 Primary Battery Functions Positioning the opportunity space in the technology spectrum 在技术领域内定位 机遇空间 Combustion Engine Start-Stop Opportunity Space HEV EV Driving Range Traction Power Energy Management Charge Acceptance Partial State Of Charge Cycling Starting Power (CCA) Reserve Capacity Fuel Savings enabled Baseline 5-10% 15-20% 20-25% 25+% 15 LANXESS Mobility Day China 2012

16 Johnson Controls Power Solutions - Growth roadmap 江森自控能源集团 发展蓝图 Aggressive investments across three diversified growth platforms 积极投资覆盖三类多元发展平台 Delivering customer value over the long term 为客户带来长期价值 16 LANXESS Mobility Day China 2012

17 Johnson Controls is committed to the development of an xev market 江森自控致力于推动新能源汽车市场的不断发展 Meadowbrook Li-ion plant launched complete cell and system manufacturing in 年, 位于 Meadowbrook 的锂离子工厂开始电芯和系统的成套生产 Commercial pipeline 商业规划 - High-power energy storage applications viewed as a reliable technology solution 高功率的能源储能应用被视为可靠的技术方案 - Current contracts with Daimler, BMW, BAIC and Geely 目前与戴姆勒 宝马 北汽和吉利签订合同 Building Efficiency fleet electrification program 建立高效电气化项目 Full Development Center in Shanghai 上海研发中心 Expanded manufacturing footprint in China to address market opportunities 拓展在华生产规模, 抓住市场机遇 17 LANXESS Mobility Day China 2012

18 Johnson Controls Power Solutions - Leaders in research and development 江森自控能源动力集团 研发领导者 Our goal: Develop new energy storage technologies, applications and products 我们的目标 : 开发新能源储能技术 应用和产品 Largest energy storage technical center in North America located in Wisconsin; State-of-the-art equipment and leading global scientists 位于北美威斯康星州最大的新能源储能技术中心 ; 具有先进设备并领导全球科研 Funding multi-million-dollar initiatives with the University of Wisconsin including an Endowed Chair and state-of-the-art laboratories 在威斯康星大学建立数百万美元的基金, 包括一个讲座和先进实验室 Strategic partner with Argonne National Laboratory 阿贡国家实验室的战略合作伙伴 Breakthrough technology development work with Beijing University of Science and Technology as well as Tsinghua University 与北京科技大学和清华大学合作研发突破性新技术 2012 focus build on present Fraunhofer relationship and expanding German network 2012 年重点 ---- 建设弗劳恩霍夫关系并拓展德国网络 18 LANXESS Mobility Day China 2012