Tier 4_ConExpo Competitor Review 4-26-11

8/16/2019 Tier 4_ConExpo Competitor Review 4-26-11

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GENERATIONS AHEAD 1Caterpillar Confidential: YELLOWYELLOW

CONEXPO Overview

Note:

This communication provides detailed product support material and is for CatField Reps and Dealer personnel information purposes only. The intention of

this material is to be used for training purposes only and is not to be includedin any messaging presentations.


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CONEXPO Overview

• Cat machine trade press event: 3/19

– AM: Machine product overviews

– Lunch: Product Fair – PM: Tier 4 presentation (Gosselin, Utley, Finnerty)

• Cat CT660 vocational truck trade press event, 3/20

• Show worker training & Generations Park ribbon cutting:3/21

• CONEXPO Show Dates: 3/22 – 3/26

– Total attendance:

– Cat exhibits:

• North Hall machine exhibit

• Generations Park, Gold Lot• South Hall: Cat/Perkins Industrial Engines and OEM Solutions

Caterpillar Confidential: YELLOWYELLOW


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Machines onDisplay at CONEXPO

1055 4 7.1

24 4 4.4 ,

2593 4 ( )

304 4

907 4 ( )

305.5 4

775 4 27

980 4 13

627 4 9.3/13

336 4 9.3

950 4 7.1

1402 4 9.3

8 4 15

6 4 9.3

320 4 6.6 ( )

7 4 9.3

Tier 4 Machines



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Caterpillar North Hall Exhibit



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775G Tier 4 Final QCT



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Tier 4 Interim Competitor Technology

Engine with

no EGR

DEF Catalyst

•Caterpillar•Cummins / Komatsu•Volvo CE

•Deere•Isuzu/Hitachi

•Doosan•Liebherr

•Scania- Terex / Doosan

•Fiat Powertrain- Case / New Holland / Kobelco•MTU / Mercedes

•Sisu•Volvo Penta

Engine withEGR NOxreduction

JCB

Engine withEGR NOx

reduction

PMAftertreatment

DEFTank,

Pump, &Doser

Major machine engine competitorsusing similar technologies


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Tier 4 Final Competitive Landscape

Engine withEGR NOxreduction

SCR Catalyst

Engine withEGR NOx

reduction

PMAftertreatment

• Major machine engine competitorsutilizing similar technologies

• EU competitors attempting no DPFaccepting trade-offs in performance

SCR Catalyst

DEFTank, Pump,and Doser

DEFTank, Pump,and Doser

•Caterpillar•Cummins- Komatsu

•Volvo CE•Deere•Isuzu- Hitachi•Doosan•Liebherr

•Scania- Terex / Doosan•Fiat Powertrain- Case / New Holland /Kobelco

•MTU / Mercedes•Sisu•Volvo Penta

Note: all attempting no PM aftertreatment


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GENERATIONS AHEAD 10

• Cat had largest display of Tier 4 machines

– 15 Tier 4 Interim, 1 Tier 4 Final (only manufacturer with Tier 4F machine)

• Major machine competitors Volvo, Deere/Hitachi, Komatsu - no surprises

– Tier 4I and likely Tier 4F technology plans as expected – Demonstrates EGR, DOC/DPF (w/SCR) best choice for broadest application range

– Packaging complexity and space constraints evident with no consistency

• CAT CEM solution common across all platforms

• Case Tier 4I SCR only technology (FPT) promoting “bolt on/Off” strategy thatenables them to easily migrate to LRC

– Remove SCR and reflash ECM to Tier 2 calibration

• European competitors Scania, FPT, and MTU using SCR only at Tier 4 Interim

– No clear installation advantage over EGR w/DOC/DPF technology

– Adding EGR and attempting no DPF for Tier 4 Final

– Will drive restricted rating range and rated speed

• Cat and Cummins announced Tier 4 Final plans using SCR

– Cummins with two Tier 4 Final engine displays

– Cummins attempting no DPF on 3-9 L platforms (“Compact Catalyst = DOC)

• Chinese manufacturers had large presence, but minimal customer interest

– LiuGong only manufacturer with Tier 4I machine on display (Cummins 6.7L)

Points of Interest from ConExpo



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Cummins Tier 4 Interim

ISX/QSX 15 L



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Komatsu Tier 4 Interim Engine

DOC/DPF

DOC/DPF



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CumminsTier 4F QSL 9L

Tier 4F QSX 15L

• Tier 4F (11.9/15L) = EGR, DOC/DPF w/dosing regen (Tier 4I) + SCR – Cummins Compact Catalyst on 9L (flow-through DOC), passive w/no DPF

– 11.9L and 15L as expected, similar technology and packaging to Cat

• No indication whether Komatsu will adopt 9L technology within platform

DOC

SCR Catalyst

DOC/DPF

SCR Catalyst

Dosing

Regen



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Deere Tier 4 Interim 13.5 PSX



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Deere 844K WL

DOC/DPF



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Deere 672GP MG

DOC/DPF

DOC/DPF



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DOC/DPF

DOC/DPF

Deere 644 “Hybrid” Electric Drive WL



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Deere 755K TTT

DOC/DPF DOC/DPF



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Volvo D13 Tier 4 Interim Engine



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Volvo L250G WL

DOC/DPF

DOC/DPF



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Volvo A40F FS AT

DOC/DPF

DOC/DPF

DOC/DPF



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Deutz Tier 4 Final



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Volvo MG

w/ Deutz 8L Engine

DOC/DPF

Burner/DoserRegen



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Scania 13 L Tier 4 Interim



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Doosan DL450 WLSCR Catalyst

Hydrolysis

Catalyst



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SCR Catalyst



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Case 921F X WL

SCR Catalyst



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Fiat Powertrain C13



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A Busy Day in the XCMG Exhibit



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Shantui



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1.0

1.0

T4I + EGR,

attemptingno DPF

None

No DPF

SCR only

ElectronicWastegate

CR

Tier 4I + SCR

T4I + EGR,

attemptingno DPFT4I + SCRT4I + SCR

T4I + SCR,

DosingRegen?

T4I + SCR(9L no DPF)T4I + SCRTier 4 Final Plan

N/A1.03.58.911.418.234.0Global Market Share (%)

1.0

None

No DPF

SCR only

Single (I6)Series (Vee)Wastegate

CR (Bosch)

6.4

Dosing

DOC/DPF

HPL EGR

VGT

CR

16.1

Burner(Thermal

Regenerator)

CDPF

HPL EGR

VNT

EUI

11.4

Dosing

DOC/DPF

HPL EGR

VNT

CR

N/A

Burner/Doser

combination

DOC/DPF

EGR

ElectronicWastegate

CR

(8L)

DosingCRSActive Regen System

CR (9)EUI (13)

CR (9.3)MEUI (13–18)Fuel System

VGT w/fixed

series turbo(series

option on 9L)AsymmetricTurbocharger

41.5

DOC/DPF

HPL EGR

10.1HRC Market Share (%)

DOC/DPFPM Reduction

HPL EGRNOx Reduction

Attribute

• Corporate WSA data based on 2009 PINS

• Case/New Holland (Global Market Share 5.9%) Tier 4 Interim SCR only on >100 hp machines

and CEGR/DOC-DPF solutions on


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• Major machine competitors using similar engine emissionstechnology

• European commercial competitors using SCR only at Tier 4I

– Adding EGR and attempting no PM aftertreatment at Tier 4F – Acknowledge performance risks and trade-offs at Tier 4F

• Competitive Tier 4 Interim Machine Installations

– Unique installations - Little evidence of platforming

– Full engine compartments

• Competitors will be forced to mount SCR systems externally – Aftertreatment mounting robustness also varies

• Summary

– Cummins 9L Tier 4F solution with no DPF of significance

– Caterpillar well-positioned to meet customer expectations across allengine applications

– Opportunity for differentiation at both Tier 4I and 4F:

• Productivity and fuel consumption gains via integration

• Design and validation rigor in delivering reliable product

Tier 4 Final Competitive Landscape Summary



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Generations Park



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336E Tier 4 Interim HEX


Documents

Tier 4_ConExpo Competitor Review 4-26-11