Transcript SB LiMotive
SB LiMotive Feb. 4th, 2010 SB LiMotive Vision Goal to become leader in automotive energy storage Leading global supplier of Li-ion batteries for automotive applications by leveraging our automotive engineering know-how and global network Hybrid Electric Vehicles 14 V Applications (incl. Micro Hybrid) Plug-In Hybrid Vehicles Safe, High-quality, Cost competitive Page 2 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Full Electric Vehicles SB LiMotive Footprints Page 3 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Key Strength Overview Li-ion expertise · World‘s No. 2 cell supplier (500 million cells in 2008) Systems know-how · World’s No. 1 automotive supplier, HEV system provider and proven specialist for software & electronics Page 4 quality standards · Excellence in large-scale manufacturing and automation Significant experience in mass manufacturing · highly scaleable and fast ramp-up of li-ion production In-depth OEM neutrality Global network and customer proximity through parent companies High Full integration of value chain allows economies of scale understanding of automotive Systems Processes Standards Expectations Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Product Competitiveness No.1 in LIB Battery Supplier ratings • In 2008, SDI was ranked No. 1 in Li-Ion Battery Supplier Ratings by IIT LIB Supplier Overall Competitiveness Rating (Mar 2008) - Best in Safety, Quality, Delivery & Investment - No. 1 in overall scores, big gap with No. 2 A B C D E Cylindrical LIB Supplier Rating (Sep 2008) - “A” grade in three categories : High-Capacity Products, Low Cost Products and Stable Supply Capacity * IIT : Institute of Information Technology, Japan Page 5 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Product Competitiveness 2009 Frost Sullivan Best Practice Award • In Apr. 2009, SDI has won 2009 Frost Sullivan Best Practice Award for Rechargeable Batteries Excellence in Globalization, Quality & Innovation Award In recognition of : - Undeterred focus on Internationalization - Unrivalled Technological Leadership - High focus on R&D - Formidable Safety & Quality control in manufacturing ethics & processes - Emphasis on Cost Competitiveness - Diversification into new verticals to sustain growth in the future Page 6 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Strong R&D Network Technical Support from Parent Company SB LiMotive fully utilizes both Samsung and Bosch R&D network and intellectual assets SDI R&D Center - Next Generation Technology SDI Manufacturing Tech. Center - Manufacturing Equipment - Process Development Samsung Affiliate - SAIT Advanced Tech Center - Cheil Industries & Fine Chem SDI Overseas Lab Page 7 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Bosch R&D Center - Advanced Automotive electronics - Production Technology ATMO & Rexroth - Manufacturing Equipment Hybrid House - Electric vehicle & Hybrid Tech. Bosch Overseas Lab Products Portfolio Flexible Business Model Combinations Cells & Modules Cooling System High Power Internal liquid cooling system High Energy Valve, Pump & Chiller, Heater Interface to vehicle refrigerant circuit, or environment BMS Hardware Battery Management ECU SCS Units, Safety & Fuse Box Relays, Fuses, Safety plug, Sensors, Cell monitoring & Balancing BMS Software State of Charge and Health Monitor Pack Cells/Modules Cooling System Safety Functions BMS HW&SW Thermomanagement Communication & OBD System Wiring harness Degassing structure-plugs Housing and external interfaces Page 8 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Product Portfolio Tailoring for Vehicle Segments Mild Hybrid Strong Hybrid Battery type Medium Power High Power Power 5 kW – 15 kW 20 kW – 60 kW Energy Cell size Plug-In Hybrid Electric Vehicle High Energy 40 kW – 80 kW 15 kW – 150 kW 0.6 kWh – 1.8 kWh 5 kWh – 15 kWh > 15 kWh 5 Ah 20 Ah – 40 Ah 40 Ah – 60 Ah Power Energy “We have the right battery cell and system for each vehicle segment” Page 9 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Location Overview Korea KTX Station Airport Harbor Seoul 40 km / 40 Min Giheung SBL R&D, SDI R&D - Proximity to Seoul 60 km / 60 Min Cheonan R&D Center (Giheung) SDI 1st Battery Plant - Located w/ SDI R&D 300 km / 1.5 Hr (KTX) Production (Ulsan) SBL 1st Battery Plant SDI 2nd Battery Plant Page 10 Ulsan - Proximity to Harbor - Located w/ SDI plant Busan Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Development Line Giheung SB LiMotive R&D center & Development Line Samsung SDI R&D Center R&D Facility (Analytic Lab) Page 11 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Development Line Strategy Enhancing R&D Capability - Increase development speed - Flexible response to customers requirement - Recruit highly educated HR due to geographic proximity to Seoul R&D synergy - Support from SDI Battery development team · Advanced chemistry, processes - Exploit SDI Core Technology Labs: Chemistry Analysis & CAE · Analysis service (SEM, TEM, RGA, …), Modeling and Simulation Page 12 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Global Operation Localization Stuttgart System 개발 Pack Sample Shop Springboro & Orion Pack 개발 및 제조 Cell 제조 Page 13 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Giheung (HQ) & Ulsan (Mass Production) Cell & Pack 개발 Cell 시생산 Line Cell 제조 Production Line Ulsan - Battery Cluster Complex for Suppliers Available space for the future expansion SDI Battery Plant SB LiMotive Battery Plant Page 14 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Production Line Strategy Scalable Production - Readiness of expansion with use of existing infrastructure - Proximity to harbor, Busan - Shorten construction and installation - Starting from Q1.2011 Business Synergy - Battery Cluster: Integrated supply chain from materials to systems - Sharing buying power w/ SDI Battery business - Acquiring production technology and process know-how Page 15 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Perspective view SBL Phase 1 Plant Page 16 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties. Thank you for your time & attention Page 17 Internal Confidential | CP| 4/2/2010 | © SB LiMotive Co. Ltd. reserves all rights even in the event of industrial property rights. We reserve all rights of disposal such as copying and passing on to third parties.