Herbert , Member Diess , CEO of - Volkswagen Group
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Herbert Diess , CEO
Thomas Schmall , Member of the Board of Management
/ Technology
March 15, 2021
Disclaimer The following presentations as well as remarks/comments and explanations in this context contain forward-looking statements on the business development of the Volkswagen Group. These statements are based on assumptions relating to the development of the economic, political and legal environment in individual countries, economic regions and markets, and in particular for the automotive industry, which we have made on the basis of the information available to us and which we consider to be realistic at the time of going to press. The estimates given entail a degree of risk, and actual developments may differ from those forecast. Any changes in significant parameters relating to our key sales markets, or any significant shifts in exchange rates or commodities relevant to the Volkswagen Group or deviations in the actual effects of the Covid-19 pandemic from the scenario presented will have a corresponding effect on the development of our business. In addition, there may be departures from our expected business development if the assessments of the factors influencing value enhancement and of risks and opportunities presented develop in a way other than we are currently expecting, or if additional risks and opportunities or other factors emerge that affect the development of our business. We do not update forward-looking statements retrospectively. Such statements are valid on the date of publication and can be superseded. This information does not constitute an offer to exchange or sell or an offer to exchange or buy any securities.
E- Mobility
E- Mobility
Power
Battery / Charging / Energy Management
BATTERY
Unified Cell 2023
2030
Un i f i e d Ce l l SPECIAL
CAS E S
80%
Battery c os t s - 50% i n e n t r y s e g me n t
Battery cel l
Ba t t e r y
Re c yc l i ng
s ys t e ms
Se c ond Us e Fi r s t Us e40 GwH
40
40
40
40 GwH
40GwH
GwH
GwH
GwH
240 GW40 GWh 40 GWh 40 GWh
240 GwH
40 GWh 40 GWh 40 GWhCHARGING
High Power Ch a r g i n g GL OBAL NE T WORK
EUROPE
USA
CHINA
ENERGY MANAGE ME NT
Power as Core Competence
NEW TECHNOLOGY DIVISION: WE ARE THE POWERHOUSE OF VOLKSWAGEN
TWOMAIN PILLARS BATTERY CELL CHARGING & & SYSTEM ENERGY
FIRST CHALLENGE: SCALE VOLUME
TO HUGE SPREAD OF
PRODUCT PORTFOLIO
Concept CarsIF YOU HAVE THE VOLUME… THE NEXT CHALLENGE WI LL BE TECHNOLOGY, TIMING AND PRICE!
THERE IS NEED FOR SPEED!
MINDSET CHANGE IN
FUNCTIONAL RESPONSIBILITIES
CLOSED LOOP APPROACH
RECYCLI NG BATTERY CELL
SECOND USE BATTERY SYSTEMS
FI RST USEAND A FUNDAMENTAL MINDSET CHANGE IN
TECHNOLOGY SETUP
CURRENT APPROACH UNIFIED CELL
Concept CarsTHE INTELLIGENCE OF THE BATTERY CELL
IS INSIDEACTUAL PRODUCT PORTFOLIO SHOWS POSSIBLE
UNIFIED CELL UTILIZATION OF 80%
80% 20%
Vol ume Specific SolutionsROLLOUT UNIFIED CELL CONCEPT
STARTS 2023
START
80%
2023 2030REACHING COST TARGETS
WITH UNIFIED CELL CONCEPT
ENTRY VOLUME SPECIFIC SOLUTIONS
COST: - 50% COST: - 30% COST: +xx%
Inexpensive Mainstream High end chemistry for
Chemistry Chemistry high performance
VARIETY IN CELL CHEMISTRY VARIETY IN CHEMISTRY AND DESIGNCLOSED LOOP APPROACH
BATTERY CELL
CHEMISTRYTHE INTELLIGENCE OF THE BATTERY CELL
IS INSIDE
ENTRY VOLUME SPECIFIC SOLUTIONS
SOLID STATE
IRON PHOSPHATE HIGH MANGANESE NICKEL MANGANESE COBALTMOST IMPORTANT CONTROL LEVERS
FOR BATTERY FUTURE COMPETITIVENESS
- +
ANODE CATHODE
CHARGI NG TI ME COSTS AND RANGE
ELECTROLYTE
SEPARATORCATHODE CONTROL LEVER FOR SUSTAINABLE SUPPLY CHAIN, COSTS AND RANGE
CATHODE
CONTROL LEVER FOR SUSTAINABLE
SUPPLY CHAIN,COSTS AND VEHICLE RANGE
STATE OF THE ART – NMC- CELL
CATHODECELL COST SHARE
CATHODE
- +
40%
• Ni c ke l
• Ma nga n e s e
CATHODERANGEIMPACT
• Coba l t
90%
CATHODE
ELECTROLYTE ANODE SEPARATORCATHODE
ROBUST AND INEXPENSIVE CHEMISTRY FOR ENTRY VEHICLES
LFP- CELL
COSTS
CATHODE
- +
0% 100%
• I r on - Ph o s p ha t e
RANGE
0% 100%
CATHODE
ELECTROLYTE ANODE SEPARATORCATHODE
FUTURE BEST COST TO VALUE FOR MAINSTREAM CHEMISTRY
HI - MN- CELL
COSTS
CATHODE
- +
0% 100%
• Ni c ke l
• Ma nga n e s e
RANGE
0% 100%
CATHODE
ELECTROLYTE ANODE SEPARATORANODE CONTROL LEVER FOR CHARGING PERFORMANCE
ANODE
CONTROL LEVER FOR CHARGING PERFORMANCE
STATE OF THE ART – GRAPHI TE
ANODE CHARGE TIME IMPACT
ANODE
- +
100%
• Synt h e t i c g r a p h i t e
ANODE RANGE IMPACT
CATHODE
10%
SEPARATOR ELECTROLYTE
ANODEANODE
SILICON ANODE SIGNIFICANTLY REDUCES
CHARGING TIME AND IMPROVES RANGE
HI - SI - CELL
CHARGI NG TI ME
ANODE
- +
0% 100%
• Synt h e t i c g r a p h i t e
• Si l i c on
RANGE
CATHODE
0% 100%110%
SEPARATOR ELECTROLYTE
ANODESOLID STATE SIMPLER DESIGN LEADS TO HIGHER PERFORMANCE AND LOWER COSTS
STATE OF THE ART BATTERY CELL IN DETAIL
GRAPHI TE NMC
- +
ALUMI NI UM
COPPER
CATHODE
SEPARATOR
SEPARATOR
ANODE ELECTROLYTE
ELECTROLYTESOLID STATE BATTERY CELL
SIMPLER DESIGN LEADS TO HIGHER PERFORMANCE
CATHODE
GRAPHI TE NMC MATERI AL
ALUMI NI UM ALUMI NI UM
COPPER COPPER
SEPARATOR
SEPARATOR
ELECTROLYTE
STATE OF
STATE OF THE
THE ART
ART SOLI D STATESOLID STATE BATTERY CELL
BEST IN CLASS CHARGING TIME AND INCREASED RANGE
SOLID STATE BATTERY
CHARGING TIME
0% 100%
RANGE
0% 100% 130%ULTRA FAST CHARGING WILL IMPROVE
EV LONG DI S TANCE CAP ABI LI TY
VOLKSWAGEN I D. 4 PRO
(77 kWh)
LOS ANGELES LEIPZIG BEIJING
DI S T ANCE
4 5 0 km / 280 mi
CHARGING TIME
t oda y ~ 2 5 mi n
435 km
270 mi
430 km
267 mi
433 km
269 mi
until 20 2 5 ~ 17 min
a f t e r 202 5 ~ 12 min
LAS VEGAS MUNICH DONGYINGCLOSED LOOP APPROACH
BATTERY CELL
SUPPLY CHAINCOST- SPREAD BATTERY SYSTEM 2/3 CHEMISTRY
MAIN OBJECTIVE FOR BEV RAMP UP
Time to
market
Volume CostsMAIN OBJECTIVE FOR BEV RAMP UP
Time to
market
Volume Cos t sVOLKSWAGEN EXPANDS SCOPE
ALONG VALUE CHAIN
Expand scope Supply Chain Partnership
Mining Chemistry Cell factory Car factory Recycling
Cell value : 80% 20%THE RIGHT BALANCE
Buy Partnership Make
Raw Cathode
Materials Refining Precursor Material Battery Vehicle /Car RecyclingTHE RIGHT BALANCE
Buy Partnership Make
Raw Cathode
Materials Refining Precursor Material Battery Vehicle /Car Recycling
Vertical IntegrationCUSTOMER
DEMANDSNEW STRONG PARTNERSHIPS
–
KEY TO FUTURE SUCCESS!CLOSED LOOP APPROACH
BATTERY CELL
PRODUCTIONSTATE OF THE ART BATTERY CELL PRODUCTION
INVESTMENT AND ENERGY INTENSE PROCESSES
ANODE
ELECTRODES
COMPLEX PRODUCTI ON PROCESS
HI GH I NVESTMENT
CATHODE
HI GH ENERGY CONSUMPTI ON
ASSEMBLY
I NTENSE CYCLE TI ME
FI NI SH
I NTENSE CYCLE TI MECLOSED LOOP APPROACH
BATTERY SYSTEMSCLOSED LOOP APPROACH RECYCLING
REUSING 95% OF THE RAW MATERIALS THROUGH
HYDROMETALLURGY PROCESS
95%THE FIRST PLANT PRODUCTI ON I N FOR RECYCLING SALZGITTER USED ELECTRI C CAR STARTED I N BATTERI ES! JANUARY 2021
PRODUCE CATHODES FROM RECYCLED MATERIAL:
1 SAVING MORE THAN ONE TON OF CO2 PER
VEHICLE
ECOLOGICALLY AND ECONOMICALLY
2 SUSTAINABLE EFFECT
THE COSTS FALL
3 THE CUSTOMER BENEFTIS INCREASELOCALIZATION ANDVOLUME STRATEGY
THROUGH GREEN DEAL SHARE OF BEVs INSIDE
VOLKSWAGEN GROUP WILL INCREASE…
f r om
30%
BEV SHARE GROUP
2030THROUGH GREEN DEAL SHARE OF BEVs INSIDE
VOLKSWAGEN GROUP WILL INCREASE…
to
60%
BEV SHARE GROUP 2030
inkl. Green DealTHIS WILL CREATE A DEMAND OF 240 GWH FOR VOLKSWAGEN IN EUROPE THAT MEANS : 6x40 GWH!
FIRST PLANT: NORTHVOLT
Skellefteå
1 st
Start of
production
2023
up to 40 GWhActual setup New setup
Actual 14 GWh Unified cell
Skellefteå
design premium
Up to
16 GWh Skellefteå
Salzgitter by Northvolt 40 GWh
+
ON TOP Unified cell
volume
Salzgitter Up to
by Volkswagen 40 GWh_ CLEANER P ROJ ECT S ETUP _ BUNDLING RES S OURCES _ LESS COMP LEXI TY _ FASTER RAMP UP _ HIGHER VOLUME OUTP UT
SECOND PLANT:
SALZGITTER
Salzgitter 2 nd
Start of
production
2025
up to 40 GWhSECOND WAVE OF BATTERY TECHNOLOGY
GWH WORLDWI DE
INHOUSE
+
KEY SUPPLIERS
2
1
2021 2030A FUTURE SUCCESS
DEPENDS ON A STRONG COLLABORATION
VOLKSWAGEN GROUP
EXTERNAL PARTNERS
GOVERNMENTHOW TO REACH
COST TARGETS
Cell design - 15%
Production
process - 10%
Cathode /
anode material - 20%
Costs up to
Battery system
- 50% concept - 5%KEY TAKE - AWAYS
_ Technology roadmap
wi t h pos s i bl e uni f i ed cel l
ut i l i zat i on of 80%
_ Act i on f i el ds t o achieve
cost targets def i ned
_ Closed Loop pr oces s
BATTERY CELL i ns t al l ed
& SYSTEM
_ SOLID LOCALIZATION
STRATEGY t o s ecur e vol ume
and t i mi ngTWO MAIN PILLARS
BATTERY CELL & CHARGI NG &
SYSTEM ENERGYAmongTOP 3 reasons
to NOT buy
an electric car:
CHARGING
INFRASTRUCTUREDIFFERENT CITIES, DI F F E RE NT CHAL L E NGE S
Volkswagen covering most important e - mobility markets
Our HPC- Boos t - Pr ogr a m
for Europe
EUROPEItaly Our HPC- Boos t - Pr ogr a m
for Europe
ROMEOur HPC- Boos t - Pr ogr a m
for Europe
MADRI D
SpainStarting 2021
Un i t e d Ki n g d o m Our HPC- Boos t - Pr ogr a m
f or Eur ope
BERLI N
LONDON
Starting 2021
8,000
Germany HPC Points
by 2025Our
HPC- Bo o s t - Pr o g r a m
for EuropeOur contribution: We will expand today‘s HPC network
in Europe by factor 5 until 2025
Boost
18,000
NO. OF CHARGING POINTS
Total HPC network 2020
x5
2020 2021 2022 2023 2024 2025Our
HPC- Boost - Program
for Europe
about 18,000
HPCpoints by 2025
1/3
of essential HPC
Infrastructure in EuropeFLEXPole
2x DC UP TO 150 kW
BATTERY BUFFER
2nd LI FE OPPORTUNI TY
GRI D I NDEPENDED
2 PRODUCTI ON SI TES
SUZHOU ( Chi n a ) , HANOVER ( Ge r ma ny)INNOVATIONS MADE BY VOL KS WAGE N GR OUP C OMP ONE NT S
BEVs to become smart charging devices for solar
and grid integration
PV
HEMS
Ap p l i a n c e s
Wa l l b o x
StorageThe car as a mobile power bank
89BiDirectional charging enables car - owners to
become their own utility
PV
HEMS
Bi Di
Ap p l i a n c e s
Wa l l b o x
StorageMobility and renewable energy are complementary
200 km / 125
driving
miles
5 Days
House to be powered
by the carBusiness model scalable to fleet level
EMSBusiness model scalable to fleet level –
first running project
•1,250 appartments
•2 MWh storage capacity
•270 wallboxes
•720 kWp photovoltaics
EMS
Pilot @ Wolfsburg, GermanyActivating unused renewable energy with
the new storage capabilities
6,500 GWh/year 2.7 million BEVs
in Germany are not use d due could be driving one year
to lack of storage capacity with the energy
94Volkswagen will use battery production capacities for large scale storage including 2nd life options
Large s cal e s t or age as par t of
THE CLOSED LOOP.
Battery cell
Battery
Recycling systems
Second Use First UseEnergy integration : Fully digital and data driven
Home Grid storage Solar Wind Condos IndustryKey Take - aways
_ Global Boost - Plan
for charging infrastructure
_ Expand fast charging in
strong partnership with
local partners
_ The car will be a part of the
energy system
_ Storage systems to
facilitate fluctuating
renewable energy supply
_ Cloud based energy
managementOUR VISION & MISSION
With the right energy management and
intelligent storage systems
ONE DAY, CHARGING WILL BE FOR FREEYou can also read
