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Meritor Axle Efficiency General Manager, Rear Drive Axles Charlie Allen June 2012
Meritor – Overview GLOBAL FOOTPRINT Global market leader Common, advanced manufacturing
Integrated supply chain Industry leading service Strong, integrated joint ventures
PRODUCT LEADERSHIP
1
N.A. CUSTOMER FOCUS Customer Support
Customer Training www.MeritorBullPen.com features: • On-line Courses • On-site Training Options • Off-site Training Options
• Meritor’s field support team handling your vehicle needs
• Agents dedicated to assist with technical support and warranty
Customers Want Fuel Efficiency CLASS 8 LINEHAUL DRIVERS
EFFICIENCY BENEFITS
Class 8 trucks consume significantly more fuel per year compared with a passenger car
$2,096
$2,000
Annual Fuel Savings(1)
Annual U.S. Transportation Fuel Consumption and GHG Emissions
$2,200 $1,800
3% MPG Savings
$1,654
$1,600
$1,397
$1,400 $1,200
$1,103
2% MPG Savings
$1,000 $800 $600
$699 $551 1% MPG Savings
$400 $200
Energy Consumption Points
Tires • 34 percent
Aerodynamics 50%
Drivetrain • 6 percent
$0 $3.60
$3.80
$4.00
$4.20
$4.40
$4.60
$4.80
Diesel Fuel Cost
- Low rolling resistance - Proper inflation
- Lower parasitics
Meritor developing solutions to deliver one to four percent fuel economy improvement to fleets
Accessories 10%
1)
Calculation based on fleet average of 6.8 mpg and 100k miles/year linehaul application.
Drive Axle Configuration Options While standard in the European market, 6x2’s are slowly being adopted in North America by efficiency conscious fleets
6x4
6x2
Drive Axles
+ Full Traction 6x4s currently account for ~ 97 % of the Class 8 market share
Drive Axle
Tag Axle
400 lbs Lighter + Nearly Maintenance + Less Rolling Resistance + Less - Less Traction
Driving Efficiency - SoloDrive Series 14X
FUELiteTM Tandem
SMARTandemTM Axle
Drive Wheels: 4 Optional DCDL: Yes Availability: Now
Drive Wheels: 2 Optional DCDL: Yes Availability: Now
Drive Wheels: 2 Automatic DCDL Availability: 2013
Fuel Economy Weight Traction Tire Wear
Fuel Economy Weight Traction Tire Wear
+++ +++ +++++++++ +++++++++
Main Value Propositions
Main Value Propositions • • • •
Amboid Design = BIC driveline angles Complete range of ratios including 2.47 More robust IAD Lightest Full 40K Tandem Axle in Class
• •
Other Value Propositions •
•
Optional DualTracTM Housing – optimizes wheel end component life with wide base tires All new axle breather – prevents contaminants from entering carrier
+++++++++ +++++++++ +++ ++++++
Fuel Economy improvement of 2% compared to 6x4 Enables increased payload: Nearly 400 lb weight savings compared to 6x4
Other Value Propositions • • • •
Standard DualTrac Housing Standard DCDL 2.50 ratio Specifically built tag axle for 6x2 configurations
Fuel Economy Weight Traction Tire Wear
+++++++++ +++++++++ +++++++++ +++++++++
Main Value Propositions • Automated traction that’s comparable to a 6x4; load shift, auto diff lock • All the benefits of FUELite Tandem • Enhanced tire wear management => Improved drive tire life vs FUELite
Other Value Propositions • Future product enhancements: LogixDrive, Tire Inflation • 17X laser welded carrier offers up to 0.5% improvement in fuel economy over FUELite • 17X carrier larger and offers greater durability and higher GCW than FUELite
5
FUELite Benefit - Lightweight Nearly 400 lbs weight savings when compared to a standard 6x4 configuration; add DualTrac to enable an additional 372 pounds in savings with wide-base singles
LIGHTER WEIGHT FUELite Tandem Drive Weight
-26%
Tag Weight
1,406
DL Weight
1,087
• Weight savings - Nearly 400 lbs lighter than typical linehaul tandem
FUELite
1,035 -5%
Standard 6x4
Meritor DualTrac®
MT14X1
Wide Track Tag Tandem
FUELite Tandem2
1 Weights
will very based on configuration and ratio (this weight based on std. track, 9.5mm wall housing, std diff carrier, 17T yokes and std angle interaxle propshaft)
2 Weights
will very based on configuration and ratio (this weight based on dualtrac, 12.7mm wall housing, DCDL carrier, 17T yoke & torque rod bracket on tag axle)
• DualTrac enables the ability to run super singles saving an additional 372 lbs* * Based on information from the Michelin website; eight Michelin XDA5 11R22.5 16-ply (135 lbs per tire) vs four Michelin 44550R22.5 (177 lbs per tire)
6
FUELite Benefit – Fuel Efficiency The 6x2 configuration increases fuel efficiency ~2% which continues to rank high in terms of importance when selecting a vehicle
FUEL EFFICIENCY 1
Importance
*
(10 – Most Important)
7
Criteria in Selecting Trucks
6 5 4 3 2 1 0
Durability
•1 Fuel Efficiency ranks second only to durability as the main criteria in selecting truck axles.
* Actual fuel savings may vary and will depend on a variety of factors beyond Meritor, Inc.’s, control, including load, vehicle type, driver performance, distances traveled, vehicle speed, road conditions, etc.
Cost
Traction / Weight Warranty Sales Performance Support
Resale
Proportion of Fleets Using Tag Axles
20
% of Fleets
•2 The adoption of 6x2 axles (what they are referring to as “dead axles”…) from roughly 3% of truck fleets today, is projected to rise to ~ 18% in five years.
2
Fuel Efficiency
15 10 5 0
5 Years Ago
Today
5 Years From Now
Source: Wolfe Trahan & CO.
7
SMARTandem® Axle Overview SMARTandem features the lightweight and fuel efficient benefits from a 6x2 while delivering the automatic traction control of a 6x4
14X – 6x4 Key Benefits Automatic traction Increased durability
SMARTandem – 6x2 14X Benefits
FUELite Benefits
Automatic traction
~400 lbs lighter
Higher load capacity Higher load capacity
+
2% fuel economy Less maintenance
Higher load capacity
FUELite Tandem – 6x2 Key Benefits ~400 lbs lighter >2% fuel economy Less maintenance
SMARTandem provides weight and fuel savings of FUELite tandem with traction performance of the 14X tandem
SMARTandem® Axle Fuel Savings Assumptions Annual Fuel Savings $1,064
• Diesel fuel price: $3.80 • Average MPG: 7.0 • MPG savings: 2% • Miles per year: 100k
Annual Fuel Savings
$2,400 $2,000
3% MPG Savings
$1,600
$1,345 $1,401 $1,289 2% MPG Savings $1,176 $1,232 $1,120 $1,064
$1,200 $800
1% MPG Savings
$400 $$3.80
$4.00
$4.20
$4.40
$4.60
$4.80
Diesel Fuel Cost
Annual fuel savings >$1,060
$5.00
Drive Axle Efficiency Optimization Meritor continues to develop technologies to meet increasing efficiency demands
GEARING DESIGN & FINISH
BEARINGS & SEALS
LIGHTWEIGHT MATERIALS
LUBE FORMULATION & LEVEL
SuperTruck Hybrid Meritor providing technologies to improve drivetrain efficiencies by 10 to 15 percent • Dual mode hybrid system • Trailer weight reduction • Regen brake optimization and lighter brakes • Lightweight drivelines • SMARTandem axles • Tire monitoring and maintenance, ABS, air systems, and stability control 2015 demonstration program
Gen-I Dual mode with Cummins ISX Engine
Gen-II Dual mode
11
Summary
2
6x2’s provide fuel savings, but currently lack the performance of 6x4s (~ 3% market share)
3
Meritor is developing solutions
Criteria in Selecting Trucks
Durability Fuel Cost Traction /WeightWarranty Sales Resale Efficiency Performance Support
FUELiteTM
4
Importance
1
(10 – Most Important)
Annual U.S. Transportation Fuel Consumption & GHG Emissions
Commercial vehicle manufacturers and users want and need more fuel efficient and lighter weight products
Tandem Axle (6x2)
SMARTandem® Axle (6x2 with 6x4 performance)
Continued development in high efficiency products that address the needs of the industry (in addition to 6x2) include gearing design, bearings and seals, lightweight materials, and lube formulation and level
12
Meritor – Overview GLOBAL FOOTPRINT Global market leader Common, advanced manufacturing
Integrated supply chain Industry leading service Strong, integrated joint ventures
PRODUCT LEADERSHIP
1
N.A. CUSTOMER FOCUS Customer Support
Customer Training www.MeritorBullPen.com features: • On-line Courses • On-site Training Options • Off-site Training Options
• Meritor’s field support team handling your vehicle needs
• Agents dedicated to assist with technical support and warranty
Customers Want Fuel Efficiency CLASS 8 LINEHAUL DRIVERS
EFFICIENCY BENEFITS
Class 8 trucks consume significantly more fuel per year compared with a passenger car
$2,096
$2,000
Annual Fuel Savings(1)
Annual U.S. Transportation Fuel Consumption and GHG Emissions
$2,200 $1,800
3% MPG Savings
$1,654
$1,600
$1,397
$1,400 $1,200
$1,103
2% MPG Savings
$1,000 $800 $600
$699 $551 1% MPG Savings
$400 $200
Energy Consumption Points
Tires • 34 percent
Aerodynamics 50%
Drivetrain • 6 percent
$0 $3.60
$3.80
$4.00
$4.20
$4.40
$4.60
$4.80
Diesel Fuel Cost
- Low rolling resistance - Proper inflation
- Lower parasitics
Meritor developing solutions to deliver one to four percent fuel economy improvement to fleets
Accessories 10%
1)
Calculation based on fleet average of 6.8 mpg and 100k miles/year linehaul application.
Drive Axle Configuration Options While standard in the European market, 6x2’s are slowly being adopted in North America by efficiency conscious fleets
6x4
6x2
Drive Axles
+ Full Traction 6x4s currently account for ~ 97 % of the Class 8 market share
Drive Axle
Tag Axle
400 lbs Lighter + Nearly Maintenance + Less Rolling Resistance + Less - Less Traction
Driving Efficiency - SoloDrive Series 14X
FUELiteTM Tandem
SMARTandemTM Axle
Drive Wheels: 4 Optional DCDL: Yes Availability: Now
Drive Wheels: 2 Optional DCDL: Yes Availability: Now
Drive Wheels: 2 Automatic DCDL Availability: 2013
Fuel Economy Weight Traction Tire Wear
Fuel Economy Weight Traction Tire Wear
+++ +++ +++++++++ +++++++++
Main Value Propositions
Main Value Propositions • • • •
Amboid Design = BIC driveline angles Complete range of ratios including 2.47 More robust IAD Lightest Full 40K Tandem Axle in Class
• •
Other Value Propositions •
•
Optional DualTracTM Housing – optimizes wheel end component life with wide base tires All new axle breather – prevents contaminants from entering carrier
+++++++++ +++++++++ +++ ++++++
Fuel Economy improvement of 2% compared to 6x4 Enables increased payload: Nearly 400 lb weight savings compared to 6x4
Other Value Propositions • • • •
Standard DualTrac Housing Standard DCDL 2.50 ratio Specifically built tag axle for 6x2 configurations
Fuel Economy Weight Traction Tire Wear
+++++++++ +++++++++ +++++++++ +++++++++
Main Value Propositions • Automated traction that’s comparable to a 6x4; load shift, auto diff lock • All the benefits of FUELite Tandem • Enhanced tire wear management => Improved drive tire life vs FUELite
Other Value Propositions • Future product enhancements: LogixDrive, Tire Inflation • 17X laser welded carrier offers up to 0.5% improvement in fuel economy over FUELite • 17X carrier larger and offers greater durability and higher GCW than FUELite
5
FUELite Benefit - Lightweight Nearly 400 lbs weight savings when compared to a standard 6x4 configuration; add DualTrac to enable an additional 372 pounds in savings with wide-base singles
LIGHTER WEIGHT FUELite Tandem Drive Weight
-26%
Tag Weight
1,406
DL Weight
1,087
• Weight savings - Nearly 400 lbs lighter than typical linehaul tandem
FUELite
1,035 -5%
Standard 6x4
Meritor DualTrac®
MT14X1
Wide Track Tag Tandem
FUELite Tandem2
1 Weights
will very based on configuration and ratio (this weight based on std. track, 9.5mm wall housing, std diff carrier, 17T yokes and std angle interaxle propshaft)
2 Weights
will very based on configuration and ratio (this weight based on dualtrac, 12.7mm wall housing, DCDL carrier, 17T yoke & torque rod bracket on tag axle)
• DualTrac enables the ability to run super singles saving an additional 372 lbs* * Based on information from the Michelin website; eight Michelin XDA5 11R22.5 16-ply (135 lbs per tire) vs four Michelin 44550R22.5 (177 lbs per tire)
6
FUELite Benefit – Fuel Efficiency The 6x2 configuration increases fuel efficiency ~2% which continues to rank high in terms of importance when selecting a vehicle
FUEL EFFICIENCY 1
Importance
*
(10 – Most Important)
7
Criteria in Selecting Trucks
6 5 4 3 2 1 0
Durability
•1 Fuel Efficiency ranks second only to durability as the main criteria in selecting truck axles.
* Actual fuel savings may vary and will depend on a variety of factors beyond Meritor, Inc.’s, control, including load, vehicle type, driver performance, distances traveled, vehicle speed, road conditions, etc.
Cost
Traction / Weight Warranty Sales Performance Support
Resale
Proportion of Fleets Using Tag Axles
20
% of Fleets
•2 The adoption of 6x2 axles (what they are referring to as “dead axles”…) from roughly 3% of truck fleets today, is projected to rise to ~ 18% in five years.
2
Fuel Efficiency
15 10 5 0
5 Years Ago
Today
5 Years From Now
Source: Wolfe Trahan & CO.
7
SMARTandem® Axle Overview SMARTandem features the lightweight and fuel efficient benefits from a 6x2 while delivering the automatic traction control of a 6x4
14X – 6x4 Key Benefits Automatic traction Increased durability
SMARTandem – 6x2 14X Benefits
FUELite Benefits
Automatic traction
~400 lbs lighter
Higher load capacity Higher load capacity
+
2% fuel economy Less maintenance
Higher load capacity
FUELite Tandem – 6x2 Key Benefits ~400 lbs lighter >2% fuel economy Less maintenance
SMARTandem provides weight and fuel savings of FUELite tandem with traction performance of the 14X tandem
SMARTandem® Axle Fuel Savings Assumptions Annual Fuel Savings $1,064
• Diesel fuel price: $3.80 • Average MPG: 7.0 • MPG savings: 2% • Miles per year: 100k
Annual Fuel Savings
$2,400 $2,000
3% MPG Savings
$1,600
$1,345 $1,401 $1,289 2% MPG Savings $1,176 $1,232 $1,120 $1,064
$1,200 $800
1% MPG Savings
$400 $$3.80
$4.00
$4.20
$4.40
$4.60
$4.80
Diesel Fuel Cost
Annual fuel savings >$1,060
$5.00
Drive Axle Efficiency Optimization Meritor continues to develop technologies to meet increasing efficiency demands
GEARING DESIGN & FINISH
BEARINGS & SEALS
LIGHTWEIGHT MATERIALS
LUBE FORMULATION & LEVEL
SuperTruck Hybrid Meritor providing technologies to improve drivetrain efficiencies by 10 to 15 percent • Dual mode hybrid system • Trailer weight reduction • Regen brake optimization and lighter brakes • Lightweight drivelines • SMARTandem axles • Tire monitoring and maintenance, ABS, air systems, and stability control 2015 demonstration program
Gen-I Dual mode with Cummins ISX Engine
Gen-II Dual mode
11
Summary
2
6x2’s provide fuel savings, but currently lack the performance of 6x4s (~ 3% market share)
3
Meritor is developing solutions
Criteria in Selecting Trucks
Durability Fuel Cost Traction /WeightWarranty Sales Resale Efficiency Performance Support
FUELiteTM
4
Importance
1
(10 – Most Important)
Annual U.S. Transportation Fuel Consumption & GHG Emissions
Commercial vehicle manufacturers and users want and need more fuel efficient and lighter weight products
Tandem Axle (6x2)
SMARTandem® Axle (6x2 with 6x4 performance)
Continued development in high efficiency products that address the needs of the industry (in addition to 6x2) include gearing design, bearings and seals, lightweight materials, and lube formulation and level
12
