Important role of Aluminium for developing

Thailand Industry 4.0

21st Nov.2019

Teerapun Pimtong

UACJ (Thailand) & Thailand Aluminium Association

15th Oct.2019

Agenda

I. What is TH National strategy 4.0II. The excellent properties of ALIII. AL application in Future industryIV. Closing

I. What is TH National strategy 4.0

Reference : Strategy of Thai industrial development 4.0

TH National strategy 4.0

Medical

hub

Reference : Strategy of Thai industrial development 4.0

Future Industry

II. The excellent properties of AL

The excellent properties of AL

The excellent properties of AL

III. AL application in Future industry

* Modern vehicle : Hybrid, Electric Vehicles

(EV) and Plug in Hybrid Electric Vehicles

(PHEV)

** AI. Electronics :-

- New products : SSD, OLED/Flat Panel

Display, Chip on Board LED, Sensors ,

RFID , Electronic Controlling devices,

Internet of Things/Smart Home, CCTV, Wearable Devices

- Existing potential products : HDD, IC,

Diode, Transistor, Multilayer PCB และ Flexible Printed Circuit - Design electronic products : Microelectronics Design, Embedded

System Design, IC Design

*** Aviation & Logistics : Maintenance,

repair & overhaul (MRO), Drone, Airplane

parts. High speed & Electric train system

**** Medical Hub : Medical equipment,

handicap bed, etc.

*

*****

Medical hub

Reference : Strategy of Thai industrial development 4.0

Uplift S-Curve and New S-Curve

****

Remark : * Related with AL

Reference : Strategy of Thai industrial development 4.0

2nd wave S-Curve

*****

******

Remark : * Related with AL

Industry AL Products

Parts

of

Parts of SSD, OLED/Flat Panel Display, Chip on Board LED, Sensors , RFID , etc.

Maintenance, repair & overhaul

(MRO), Drone, Airplane parts.

Parts of medical equipment

Sustainable

products

Part of

AL application in Future industry

Related Industry

Remark : * need more information

*

*

*

Modern Vehicle

Ranking of world motor vehicle production in 2018

Reference : IEEE & PES

World motor vehicle sales forecast till 2040

Reference : Long term EV Outlook 2017, BNEF

Some countries stared

considering to give up

ICE sales as below :-

• Norway within 2025

• German within 2030

(Be influent to EU )

• India within 2030

• France within 2040

Capability of TH auto part maker

Reference : Thailand Board of Investment (BOI) and IEEE & PES

Main parts for PHEV, HEV and BEV

Reference : Thailand Board of Investment (BOI) and E@

Reference : Thailand Automotive Industry; EV learning center 2018

Detail parts for PHEV and HEV

Reference : Electric Vehicle Association of Thailand; Update on 16th October 2019

Summary of Thailand Battery Electric Vehicle Models in 2019

Related industry with Modern Vehicle

Related industry with Modern Vehicle

E-Boat

E-Bus

E-Bike

E-Tuk Tuk

C-bus C-bus C-busC-bus

Logistics

Overall rail system in Thailand

TH Rail project can separate to mainly 4 type as below :-

A

A

C

B

C

C

C

D

D

State railway-Double trackA

Reference : MRTA project

Mass Rapid Transit Authority of TH ( BKK )B

Reference : MRTA project

Mass Rapid Transit Authority of TH ( BKK )B

Reference : MRTA project

Mass Rapid Transit Authority of TH ( BKK )B

Reference : MRTA project

Mass Rapid Transit Authority of TH (Main City)C

Reference : MRTA project

High speed train

A

B

C

D

Feasibility of Assembly plant Project

Feasibility of Assembly plant Project

Reference : Office of Transport and Traffic Policy and Planning ( Ministry of Transport)

Opportunity for AL parts

source : CAF Power & Automation

Sustainable Products

Can to Can processRecycle ability

Energy saving & CO2 reducing

• Reduce Smelting process 2Al2O3 + 3C = 4Al + 3CO2

• Reduce electrical energy mainly come from Natural gas or Coke CO2

CO2 Reducing

Can to Can process

Reduce Environmental risk

Can to Can process

• Coca-Cola plans to start packing its Dasani water brand in

cans and aluminum bottles in the U.S. as part of a move

to reduce the impact of its waste packaging for

‘World Without Waste’ program to make its

bottles and cans with an average of 50% recycled

material by 2030.

• PepsiCo announced the AQUAFINA

water with offering aluminum can

packaging in U.S.in early 2020.

• Austrian water brand Skiwater has once again

teamed up with Ball Corporation to present its

Alumi-Tek bottles. and was the first European

brand to use Alumi-Tek bottles.

Source : Chuck Report September, 2019

Reduce Environmental risk

Can to Can process

What is the next area After US & EU ???

World recycle ratio of AL can

Renewable energy

Climate change

Renewable energy

• The scientists warned the impacts of 1.5°C global warming in

2018 so the corporate movement for renewable electricity started

to go truly global.

Hagibis

• 209 RE100 companies have made a commitment to go '100%

renewable’ within 2050 i.e.

Source : Chuck Report Jul-August, 2019 & http://www.there100.org

2020 2025 2020 2040 2020

2035

• Crown achieved a 9.43% reduction in GHG emissions per billion

cans in 2018 and used the renewable electricity worldwide to

6.7%. Crown has committed to making a transition to 50%

renewable energy use by 2030 and 100% renewable energy use

by 2050 globally.

• France started considering to move to RE100 within 2050.

Comparison of electricity generation by fuel source 2018

83, 13%

229, 35%

76.1, 12%

209.2, 32%

16.9, 3%5.2, 1%29.3, 4%German 648.7 TWh

116.3, 66%

35.8, 20%

0.0, 0%

17.7, 10%

7.6, 4%0.2, 0%

0.0, 0%Thailand 177.6 TWh

Renewable energy

Source : Mercedes Benz Energy presentation at NSTDA MTEC-Oct 25, 2019

CO2 Emission: 302.4 Mil Tons CO2 Emission: 648.7 Mil Tons

Thailand 50 % more CO2 per TWh than German

1.70 mil ton/TWh

1.12 mil ton/TWh

Renewable energyFossil Fuel VS Electrical

Source : E@ presentation

Electrical source is very important to CO2 Emissions

E-Station

Renewable energyRelated industry with renewable energy

Energy storage

Wind Turbine

Solar Cell AL MountAl Extrusion

Al Foil Sheet & Extrusion

Closing• Aluminium is one of main material for Thailand industry 4.0

from now on.

• Now we are facing to environmental issues i.e. Global warming, (CO2), Ocean Pollution. Aluminium is one of the best material solution.

• WE intend to supply superior AL sheet that can keep good environment by sustainable recycling.

• Thailand Aluminium Association fully realize and support the global warming and ocean pollution issue.

Thank You for

your attention