Fuel Cell & Digital ServicesClean Air Tech Day - Augsburg

Fuel Cell & Digital ServicesClean Air Tech Day - Augsburg

June 2018

Agenda

Faurecia Overview1

Faurecia Clean Mobility2

Fuel Cell3

2

Digital Services4

A technology company with two strategic priorities

3

Sustainable Mobility Solutions for fuel efficiency and air quality

Smart Life on Board Solutions for a connected, versatile and predictive cockpit

A strategic and global partner

A leading player in

Clean Mobility, Interiors and Seating

A trusted partner for

global automakers, Chinese OEMs, pure EV

players, commercial vehicles, fleets and cities

Top ten automotive company,

€17 billion of sales

A customer centric

company with 300 sites in 35

countries

1 vehicle in 3 in the

world includes a Faurecia

technology

4

A diverse, agile and learning company

109 000employees of

90 nationalities

30% of our workforce

is female

27 500 employees connected to our MOOC platform and to our

internal social network

1.7 million hours of training

per year

2 800 Internships,

apprenticeships or VIE*

10 000recruitments

per year

*VIE : Volunteer for International Experience5

Agenda

Faurecia Overview1

Faurecia Clean Mobility2

Fuel Cell3

6

Digital Services4

Global market leader acting for a Clean Mobility

22,800Employees

27Countries

€4.5 Billion Value-added Sales

3 900Engineers & Technicians

9R&D Centers

84Sites

HIGHLIGHTS 2017

* Value-added sales : Total Sales w/o Monoliths

Supporting our customers with engineering and production across the globe

EUROPENORTH AMERICA

EMERGING MARKETSMercosur, Russia, Middle East, SAF

8,330 Employees 33% Value-added sales

28 Sites

3 Tech Centers

2,280 Employees

7 % Value-added sales

11 Sites 1 Tech Center

CHINA & ASIA PACIFICKorea, Japan, Malaysia

6,460 Employees

26% Value-added sales

28 Sites

4 Tech Centers

5,730 Employees

34 % Value-added sales

17 Sites

1 Tech Center

8

Driving the entire mobility value chain towards eco-friendly solutions

9

Indirect impact at city level : 1st fit applications Direct impact at city level : Retrofit applications

Tank & H2 Valve

Stack

Battery pack

systems

Solutions for Battery Electric Vehicles

Solutions for Fuel Cell Electric Vehicles

Faurecia aims to drive the mobility value chain towards zero emissions

Faurecia proposes solution to cities to have an immediate impact on the air pollution

Retrofit systems

for cities

transportation

Emissions Sensor

for real time emissions

measurement

App & Dashboard

Providing data to cities &

mobility operator

Clean Drive App & Dashboard

NOx Tracker

Agenda

Faurecia Overview1

Faurecia Clean Mobility2

Fuel Cell3

10

Digital Services4

Faurecia is strongly committed to Fuel Cell VehiclesFuel Cell: electricity is produced onboard using compressed Hydrogen

FCEV - an electric vehicle with the consumer experience of a combustion engine

Zero tailpipe

emissions

500km range

(&no cold

cycle impact)

3 – 5 minutes

refueling time high energy

density

11

Fuel Cells - Why now?Faurecia believes in a BEV/FCEV Co-Existence and invests heavily in Fuel Cell technology

Maturity

Vis

ibili

ty

Technology Trigger

Overcome Illusions

Peak of inflated expectations

Slope of enlightenment

Plateau of Productivity

~2001

SOURCE: based on Gartner

Inflection point

today?

Hydrogen as a versatile energy vector

~2015 ~2025

Toyota Hino FCEB

(Toyota Mirai components)

Toyota Mirai Hyundai iX35 Honda Clarity Toyota Portal

Project Truck (Port of LA)

AC Transit FCEB in

SF Bay Area

Hyundai Nexo Mercedes GLC

F-Cell

Mature and attractive generation of vehicles on the market

12

FCM Market and Sales EstimationMarket acceptance will vary depending on region, segment and use-case

Forklifts

Mid-sized and large cars

City buses

Trucks

Small cars

Today 2020 2025 2030 2035

1 Mass market acceptability defined as sales >1% within segment in priority markets

Start of commercialization

Market scale-up readiness1

Vans

FUEL CELL ADOPTION CYCLE

SOURCE: McKinsey

0

200

400

600

2014 2015 2016

Transportation

Stationary

FC POWER SHIPPED (in MW)

SOURCE: DOE

Coaches

FCM VISION: FC TRANSPORTATION

0

1000

2000

3000

2017 2022 2025 2030SOURCE: Faurecia internal

Glo

ba

l v

eh

icle

sa

les,

in

10

00

’s

* SOURCE: Ballard

EXAMPLE CITY BUSES: EU-WIDE CV APPLICATIONS Proven reliability

Reduced TCO and Invest High customer satisfaction 0 local emissions

SOURCE: FCHJU

Early applications in Forklifts and City Buses (2017: 122 in operation globally / 2020: >1000 already planned*)

Mid-term Focus on Light Commercial Vehicles, Big SUV/Pick up cars and buses * SOURCE: BALLARD

13

FCM VisionDeployment needs Technology, Infrastructure & commercial viability

* SOURCE: Ballard

Faurecia is strongly committed to Fuel Cell Vehicles

High-Performance PEM Fuel Cell Stack

350/700 bar Hydrogen Tank

On-Tank Valve & Pressure Regulator

Agenda

Faurecia Overview1

Faurecia Clean Mobility2

Fuel Cell3

19

Digital Services4

European cities area already seeking solutions to restrict access to the urban area to the most polluting vehicles

European cities have already

deployed more than 200 low emission zones as of today

Cities are more and more moving

towards this direction and Faurecia believes that there will be an

acceleration in LEZ / urban toll implementation over the next 5 years

Faurecia develops innovative

solutions to help cities in the implementation of restricted area and reduce the driver to reduce their

emissions

1

8

3

4

9

4

74

1

76

2

1

39

1

2010

1996

2016

2006

2008

2015

2011

13

2017

2017

2019

2011

2013

2007

2017

xx # of LEZ in the country Year of implementation of 1st LEZxxx

More and more vehicle restriction in Europe

Beyond the emission standard, the driver behavior has also a huge impact on vehicles’ emissions

Eco Responsible

driver

Very Aggressive

driver

Up to 50% more* NOx emissions

Driving style impacts CO2 and

pollutant emissions

Driving behavior has a significant impact on pollution emissions

Improving citizen mobility habits with digital solution relevant impact on city pollution

* Based on the measurement of a Euro V diesel vehicle

21

Faurecia Clean Drive: Mobile App and City Dashboard

EcoDriving: Analysis of driving behavior & advices to reduce emissions

EcoRouting: least polluted/polluting routing & eco-friendly transport solutions

Incentives & Gamification: A rewarding system coordinated with the city

Clean Drive App for the Citizens

Pollution Mapping: Mapping and prediction of city pollution levels

Incentivization & Communication: Platform to coordinate the rewarding

system and enable dedicated communication channel with citizens

Clean Drive Dashboard for the Air Quality Manager

22

Integrated, smart and connected multi-gas emission

sensors

Full transparency of vehicle emissions

Enabler of quantitative eco-driving & eco-routing

Real time measurement of multi-gas

emissions:

• CO2 and CO

• NO, NO2, N20, NH3

• Hydrocarbons types

• SO2

Short light-off time, fast response time and high accuracy compatible to real driving

emission measurement

Enabling transparent monitoring

Extension to Real Time Emission Monitoring

Full transparency of vehicle emissions with FCM multi-gas emission sensorReady for market application by end of 2019

23

Smart multi-gas emission sensor Live monitoring of all emissions

Faurecia Clean Drive: Video

24

Faurecia is currently deploying Clean Drive solution in a mid-sized europeancity, with potential to test real time emission monitoring in Asian mega city

FAURECIA CLEAN

DRIVE STEP 1 Air Quality Mapping

Ecodriving & Routing

Incentivating Scheme Data Analytics

Mass Production Compatible

Smartphone connected

25

FAURECIA CLEAN

DRIVE STEP 2 EcoDriving & Routing

Pay-as-you-pollute Ready

Data Analytics Target mass-production

ready

Sensor connected

Multi-gas sensor (photo-acoustic techno)

PM sensor (from partner (tbc) with SW

update) Sensor connected to city platform

Target mass-production ready

Retrofit Ecosystem

CONNECTED

MULTI-GAS

& PM SENSORS

Awarded pilot project (2018) : Rennes city

Final selection round (on going) : Asian megacity

Test and validate the Faurecia Clean Drive digital solution at city level

Introduce real time emission sensors and link it to the Faurecia Clean Drive digital platform and city eco-system

Target to roll out the digital solution to the overall city, with up to

30k – 40K vehicles

Target to have a

solution ready for mass production

Summary

Development

Development of beta version of app and dashboard

On-going testing of innovative multi-gas sensors

In-City implementation

Won Project to implement of Clean Drive in Rennes (France)

Final round with premium Asian metropolis of sensors solution

OUR ACHIEVEMENTS

Development

Development of digital solution for market roll-out by end 2018

Multi-gas smart sensor vehicle testing by 10.2018 and in-city

testing by 2019

In-City implementation

Worldwide implementation of full digital and sensor solutions in

first cities in 2018 and 2019

OUR NEXT STEPS

Help you to understand «how much the transportation system impacts the air quality of my city?»

Improve your city air quality with vehicles’ real time emission monitoring coupled with innovative digital solutions

Enable your citizens to have an active role in the air quality of your city!

HOW WE CAN HELP YOU!

26

Faurecia Clean Drive App: EcoDriving, EcoRouting, and Rewards

A connected digital solution with EcoDriving and EcoRouting functions

EcoRouting

Proposition of least polluted/

polluting routes

Proposition of eco-friendly mobility

solutions

2

A Scoring System: an enabler to Rewarding System

A Classification via individual eco-scores

A possibility to integrate i-Vignette solutions

A possibility to integrate a rewarding system or ‘pay-as-you-pollute’ strategies

Clean Drive App for the Citizens

EcoDriving

Analysis of driving style

Tips sent to the drivers to improve

their driving behavior to reduce their

impact on pollution

1

28

Faurecia Clean Drive Dashboard: Air Quality Mapping

Clean Drive Dashboard for the Air Quality Manager

Air Quality Mapping

Air Quality Mapping at street level

Forecast of pollution levels

Historical data to compare air quality levels with current data

1

Communication and Rewarding Platform

Citizens EcoScores Monitoring

Communication interface with users by notifications sending

Configuration of pollutants thresholds for alerts/actions

2

29

Innovation project for vehicles’ real time emission monitoring at a premium Asian Mega City

30

Pollutant emissions

Data sent to the city

Real time emission

monitoring

Asian citySmart City

Platform

Environmental impact

assessment & driver’s

scoring

Road Pricing

Road Access

Road Management System

Use Vehicles’

emissions as a

component of the

road pricing system

Use Vehicles’

emissions data to

implement dynamic

L.E.Z

Pollutant emissions

Pollutant

emissions

€€ Pollutant emissions

Pollutant

emissions

In case of ambient air pollution

peak

Driver Behavior

Faurecia Clean Drive

Help drivers to

reduce its

environmental

footprint

During ERP operations hours /

days

Faurecia is currently at the final round of an innovation call for vehicles’ real time

emission monitoring in a premium Asian city

Faurecia aims to combine in vehicle technology (sensor) with Clean Drive digital

solution to propose to the city an end to end solution to mitigate air pollution issue

1

2

3

4

Real time emission monitoring

sensors to increase transparency in

vehicles’ emission and build the base of the concept

Dynamic road pricing system

taking into account individuals’

environmental impact to enhance

road pricing

Dynamic management of road

access based on individuals’

environmental impact to mitigate

pollution peaks

An end to end clean mobility

solution provider & eco-system

facilitator from the design to the

deployment in the city€

Ultimate vision of the solution inclusion in the eco-system Advantages for the city

Phase 1: Functional Test (on 5-10 LCVs) of real time NOx & PM sensors & digital Dashboard/App

Phase 2: Mass-production ready (on 10-30 LCVs) multi-gas & PM sensors & Faurecia Clean Drive

Inno Call at Premium Metropole in Asia

Implementation of Faurecia Clean Drive solution for coercive scheme: pay-as-you-pollute, eg. make toll

payments dependent on emissions from vehicle Installation of Faurecia Multi-gas and PM connected sensors on a small-scale test fleet

NOx sensor (off-the-shelf)

PM sensor (off-the-shelf)

Sensor connected (NOx tracker techn) Proto Solution

-

-

DASHBOARD

and APP EcoDriving & Routing

-

- -

Sensor connected

-

Functional

Validation

07.18 => 07.19 CONNECTED

NOx & PM SENSORS

FAURECIA CLEAN

DRIVE STEP 2Full

Validation

07.19 => 06.20

EcoDriving & Routing

Pay-as-you-pollute Ready

Data Analytics Target mass-production ready

Sensor connected

Faurecia Clean

Drive Level 2 Multi-gas sensor (photo-acoustic techno)

PM sensor (from partner (tbc) with SW update)

Sensor connected to city platform Target mass-production ready

Retrofit Ecosystem

-

CONNECTED

MULTI-GAS

& PM SENSORS

INNO CALL at ASIAN METROPOLE in 2018/2019/2020

Final Round

Selection

31