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Page 1: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

Solutions for the future of mobility

GF Casting Solutions

Carlos Vasto, President GF Casting Solutions

Capital Market Day 2019

Page 2: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

2 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto

Review Technology Day 2016: Future market opportunities through e-mobility

182

343426

2016 2017 2018

Lifetime volume of acquired e-mobility orders in million CHF

14%

17%

29%

Page 3: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

Key Market Trends

Capital Market Day 2019 | 25 September 2019 | Carlos Vasto3

Page 4: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

Capital Market Day 2019 | 25 September 2019 | Carlos Vasto4

Megatrends driving our business

Urbanization MobilityClimate change / CO₂-reduction

Lightweight Design

Weight reduction and reduced fuel consumption

Automotive Aerospace

New Production Technologies

Page 5: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

Automotive Market Trends

Capital Market Day 2019 | 25 September 2019 | Carlos Vasto5

Page 6: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

6 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto

Environmental regulations are among the main innovation drivers in the automotive industry

95 g CO₂/km

By 2021

Climate change & CO₂ -reduction

81 g CO₂/km

By 2025

59 g CO₂/km

By 2030

130 g CO₂/km

By 2015

Page 7: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

7 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto

We support the UN Sustainable Development Goals with our solutions

Industry, Innovation and

InfrastructureSustainable Cities and

Communities

Responsible Consumption

and Production Climate Action

Page 8: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

Capital Market Day 2019 | 25 September 2019 | Carlos Vasto8

By 2025, >90% of light vehicles are forecasted to be still powered by hybrid / combustion engines

20

40

100

120

80

60

<1%

4%

8%

202020182016 2024

74%

2022

3%

2026

Global LV production outlook in mill. units

Alternative Drives

Combustion

engines Combustion engines

Mild Hybrids

Plug-ins

Full Hybrids

Electric Vehicles

11%

Fuel cell

Hybrids

>90%

Source: LMCA 2019 Q1

Page 9: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

9 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto

GF is prepared – and already a strong partner for complex hybrid / alternative drive solutions …

Powertrain Parts in E-Vehicles

E-Engine Housing

Audi E-Tron

Battery Housing

VW Golf GTE

Transmission Housing

VW MEB Platform

Source: VW Source: VWSource: Audi

Page 10: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

Capital Market Day 2019 | 25 September 2019 | Carlos Vasto10

… and for structural parts based on its lightweight expertise …

Structural Parts in E-Vehicles

Cross Car Beam

Jaguar I-PACE

Rear Door Frame

Mercedes-Benz EQC

Shock Tower

Audi e-tron

Source: AudiSource: DaimlerSource: Jaguar Land Rover

Page 11: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

11 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto

… and its global presence in all three major Automotive markets

Parts in e-vehicles – NAFTA and Asia

Various Structural Parts

Aiways (China)

Upper Door Frame

US OEM

Source: Aiways

Page 12: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

12 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto

GF Solutions to the future of mobility

Magnesium components up to 50% lighter than aluminum

Development

Know-How

Digital

Production

Know-How

Page 13: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

Aerospace Market Trends

Capital Market Day 2019 | 25 September 2019 | Carlos Vasto13

Page 14: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

14 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto

Market trends in Aerospace – geared towards eco-efficiency and alternative powertrain concepts

Eco regulations to reduce Noise, NOx, CO2

Source: Atkins: Current and emerging

trends in the aerospace sector July 2018Image source: Safran

- 10% CO2 than previous generation

- 45% less NOx

- 8 db reduction to Stage 5 noise emission

standard

Emerging Alternative Drives

Hydrogen-fueled

electric

powertrain

10-20 seat

500 miles

Image source: GE AviationExample: GE9X Jet Engine

Source: ZeroAvia

Page 15: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

15 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto

Main driver remains the traffic increase …

25

20

15

10

5

01977 1982 1987 1992 1997 2002 2007 2012 2017 2022 2027 2032 2037

Oil Crisis Gulf Crisis

Asian

Crisis 9/11 SARSFinanical

Crisis

Airbus GMF 2018: 4.4% growth p.a.

RPK = Revenue Passenger Kilometer

Source: ICAO, Airbus GMF 2018

2x

Traffic has proven to be resilient to external shocks and doubles every 15 years

World annual traffic (trillion RPKs)

Page 16: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

16 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto

…driven by backlog and replacement needs

50'000

40'000

30'000

25'830

20'000

10'000

0

50'660

20382018

24'830

Growth

56%

19'210

Replacement

44%

6'620

Retained fleet

44'040

Sources: Fleet Analyzer & Boeing CMO

Number of aircraft worldwide

Page 17: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

17 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto

Turbine Rear Frame

400 – 800 mm

Aerodynamic and mechanical

function between the engine

and the aircraft structures

Our focus is on lightweight and efficient aircraft engines

Outlet Guide Vane

600 – 900 mm

Each guide vane has an

expanding section to slow

down the airflow and increase

its pressure

Vane Segment

200 x 200 x 100 mm

Directs airflow onto the turbine

blades and converts pressure

energy into kinetic energy

Page 18: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

18 Capital Market Day 2019 | 25 September 2019 | Carlos Vasto

GF Solutions for the future of air travel

GF Casting Solutions offers fully NADCAP certified value chain

Precision

Casting

Know-How

Additive

Manufacturing

Know-How

Page 19: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

Capital Market Day 2019 | 25 September 2019 | Carlos Vasto19

Showcase GF Casting Solutions

Antoine MartyHead of Sales & Strategy BU Precision

Casting + Additive Manufacturing

Roger KupferschmidHead of Research & Development Automotive:

Lightweight Design &

Digital Production

Aerospace:

Growth market &

Additive Manufacturing

Page 20: GF Casting Solutions Solutions for the future of …...innovation drivers in the automotive industry 95 g CO ₂/km By 2021 Climate change & CO₂-reduction 81 g CO₂/km By 2025 59

Thank you!


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