Efforts in the Focus Fields (Electrification)
Yukihiro Shinohara
Electrification Systems Business Group
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. /13 1. Goal and growth target
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 1/13 Fuel cell vehicles (FCVs) Electric vehicles (EVs) Plug-in hybrid vehicles (PHVs) Goal of the electrification business Hybrid vehicles (HVs) Natural gas-powered vehicles (CNG/LPG) – Forecast of the global electrification market – Clean diesel vehicles (D) Gasoline vehicles (G) Source: Documents from the 1st Strategic Commission for the New Sales of passenger vehicles (million vehicles) Automotive Era, Ministry of Economy, Trade and Industry
150 Electric vehicles Electric vehicles
Electric vehicles
100
50
(CY) The number of electric vehicles is expected to grow.
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 2/13 Goal of the electrification business – Core products that underpin overall management –
CLOUD Kinetic management Thermal management
Mobility IoT Core Compressor AD/ADAS External condenser HVAC Expansion valve Laser Instrument cluster Energy management
Safety and comfort Stop Turn Drive
Wiper system Window motor
Riding comfort Control brake EPS-ECU EPS-MCU Suspension motor MGInverter Battery ECU
Motor diameter SC winding Concentrated winding
Contribute to innovation of the automotive society through overall management
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 3/13 Electrification systems business Revenue target for FY2026
(billion(億円) yen) 2,000
1,000
(Assumed foreign exchange rate) 2019 (results) 2022 (target) 2026 (target) USD 111 100 100 EUR 128 120 120 Grow the business to more than two trillion yen by FY2026 by contributing to the spread of electrification
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 4/13 2. Efforts to achieve the target
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 5/13 Capability to achieve electrification – Individual capability × Core technology –
MG Inverter Battery ECU Motor generator
Core products
Technology to monitor Core Press SC winding Double-sided cooling technologies technology many cells accurately
Global share 15.8% 32.4% 35.5% 2018
DENSO Hirose Plant Others
Created by DENSO based on the data of the number of units Competitive core technologies prepared by MarkLines Co., Ltd.
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 6/13 Capability to achieve electrification – Goal of business and products to spread electrification – Performance requirements in the market Core & customization 3000 DE Digital engineering Installation Demand forecast (global) requirements 2500 (2025) (requirements for collision, cooling, etc.) 2000 Market coverage Increase efficiency Terminal block 90% of verification 1500
1000 Automatic Connector Demand forecast derivation of 500 (DENSO) specifications (unit: 1,000/year) Number of vehicles Number of HEV PHEVD BEV 0 Direct connection 0 50 100 150 200 250 300 to the motor generator Output (kW) Covered range Automatic drawing Power cards and coolers 6-phase motor generator (number of stages) 2 motor generators, 2 Cooling pipe inverters 2 power sources, 2 inverters High-output power card Double-sided cooling ×2
Extensive product lineup covering 90% of the market
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 7/13 Efforts in electrification – Taking on challenges to create new value – Neusoft Suzuki Toshiba Reach Battery pack EPS TDSG HSG DZ BMS Small motor Charger Charger, etc. Radar SMR DDC High-voltage Power supply + Drive system Environmental battery module Electric compressor HVAC ECU Monitoring ECU Safety ECU
Radiator condenser Aisin Gr. Brake T/M MG Inverter Battery pack Key components
Electromechanical + Electric power drive system + Engine + Fuel cell (power plant) (P)HEV FCEV BEV
Build a broad-based alliance
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 8/13 Efforts in electrification – Enhance profitability to underpin the next growth phase –
Global supply system in six regions Anjo Electrification Development Center (EIC) to be ー ー established in May 2020
Europe
Asia North America
Japan
●Technology Development Base Electronic components production business of the 〇Production Base Hiroseー Plant to be transferred in April 2020 The DENSO Group will invest 180 billion yen in total.
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 9/13 3. Long-term efforts
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 10/13 Electrification business – Efforts to enhance competitiveness
Inverter Advanced materials
α-Ga2O3 α- Ga2O3 α-
α-Ga2O3 α- Ga2O3 α-
α-Ga2O3 α- Ga2O3 α- High Low-loss power α-Ga2O3 α- Ga2O3 α- efficiency semiconductor material Corundum-structured gallium oxide
MG Light weight High-performance rare-earth- free magnet FeNi superlattice
High performance Ultra-lightweight conductor material Carbon nanotube Innovative technology development
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 11/13 Electrification business – Long-term efforts – Understand various mobility needs Fields to be strengthened
New fields, quick technology development Ultra-lightweight, lightweight, high efficiency, high quality
Complete regeneration and simplification
Expansion of vehicle value
Meet various mobility needs
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 12/13 Make the sky clear using DENSO’s electrification technology
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 13/13
Individual capability × Core technology
MG
DC-DC Converter
ECU
Inverter On-Board-Charger
Completely eliminate waste in electricity consumption to achieve comfort, improve the response, and extend the range
Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. /13