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GKN China
GKN in ChinaGKN in China
Investor Visit SDS, 30th June, 2010
GKN China
Powder Metallurgy
GKN: leadership in four specialist, global sectorsAutomotive Driveline
Land Systems Aerospace
GKN China
FAWChangChun
VW
Mazda
Toyota
ShanghaiSAIC
SVWLZGM
SGM
BJ AutoBeijing
Huyndai
ChryslerMercedes
ChangAn Ford/Suzuki
HondaGZ AutoGuangZhou
Toyota
Kia
DongFengWuHan
Nissan
Honda Citroen/Peugeot
Chery
GKN in ChinaGKN in China Today
GDC
ChongQing
GKN Z
Mengzhou
SDS
ChangChun from 2011
Sinter
Danyang
SDS
Shanghai 3 Plants
Off Highway
Shanghai Office
TSH
Shanghai
Hoeganaes
Danyang
Wheels
Liuzhou
Emitec
Beijing Office
SDS
Wuhan
GKN CHINA HOLDING Shanghai
Geely
10 plants, 3800 employees10 plants, 3800 employees2009 Sales RMB3bil / $450mil2009 Sales RMB3bil / $450mil
Hoeganaes
Shanghai Office
BMW Brilliance
WOFEWOFEJVJV
GKN China
GKN China Automotive
GKN China
Data Source: National Passenger Vehicle Information Exchange AssData Source: National Passenger Vehicle Information Exchange Associationociation
China Passenger Vehicle Sales 2010China PV 2009/2010 Monthly Sales Comparative Table
0
20
40
60
80
100
120
140
Jan Feb Mar Apr May June July Aug Sep Oct Nov Dec
Vehicle (10K)
Sedan Mini Bus SUV MPV 2009 Total
China now the largest automotive market in the world!
Market expected to slow down in H2, 10-15% annual growth forecasted in 2010
GKN China
Top 10 Best-Selling Models - May 2010
Data Source: National Passenger Vehicle Information Exchange AssData Source: National Passenger Vehicle Information Exchange Associationociation
China Top 10 Best Seller PV Brand May 2010
14,02314,52415,54417,23618,15819,83919,87023,995
34,491
86,42786,427
34,491
27,172
19,807 20,512 19,67617,389 15,827
13,409 15,402
0
20000
40000
60000
80000
100000
SGMWWuling Sunshine
CHANGANStar
BYDF3
SVWLavida
B-HYUNDAIYuedong
SGMExcelle
FAW VWJetta
FAW VWBora
SGMCruze
FAWXiali
Vehicle
SalesProduction
Small cars and domestic brands gaining market share!
GKN China
Shanghai GKN Drive Shaft (SDS)Shanghai GKN Drive Shaft (SDS)
Established 1988
Location ShanghaiZhou Pu plant, Kang Qiao plant, Shen Jiang plant
Shareholders GKN 50% SAIC 35%,BOCOM 5%, SDIC 10%
Products Constant Velocity Joints,IC Shafts, Propshafts, Forgings
Main Customers SVW, FAW, SGM, Citroen, Honda,Nissan, Ford, Fiat, Toyota, Kia, BMW, MB, Chinese OEM’s
GKN China
Established 2006
Location Chong Qing
Shareholders SDS 51%, CSG 40%, GKN 9%
Products Constant Velocity Joints
Main Customers Chang An, CA Ford Mazda, CA Suzuki, BYD, JMC,Wuling, FAW-Hongta,
GKN Chongqing Driveshaft (GDC)GKN Chongqing Driveshaft (GDC)
GKN China
SDS Wuhan Plant
Established 2009
Location Wuhan
Shareholders SDS 100%
Products Constant Velocity Joints
Main Customers Dongfeng, Nissan, PSA, Honda
GKN China
10
SDS Changchun Plant
Established SOP May 2011
Location Changchun
Shareholders SDS 100%
Products Constant Velocity Joints
Main Customers FAW, Toyota, Brilliance
Ground-breaking May 28, 2010
GKN China
Established 2006
Location Shanghai Kang Qiao
Shareholders GKN 100%
Products Differentials, PTU’s, FDU’s, Torque management devices, eDrive products
Main Customers GM, SGM, Nissan, JAC, Chery, SsangYong
GKN Driveline Torque Shanghai (TSH)GKN Driveline Torque Shanghai (TSH)
Differentials for Transmissions and
Axles
Limited Slip and Locking Differentials
AWD/4WD Couplings
Power Transfer Units Final Drive Units
GKN China
Shanghai
SAIC
SVWLZ-GM
SGM
BJ Auto
Beijing
Hyundai
ChryslerMercedes
Ford
ChangAn
Chongqing
Suzuki
Nissan
Chery
GDC ChongqingPlant
SDS Shanghai Plants
SDS Wuhan Plant
GZ Honda
GuangzhouGZ Toyota
Wuhan
Citroen/ Peugeot
Renault Nissan
DF Honda
FAW
ChangChun
FAW
MazdaToyota
Hafei
BMW Brilliance
GKN Driveline China Growth PlanSDS Changchun
Plant (2011)
TSH Shanghai Plant
BYD
Geely
JAC
SDS Shanghai Technical Centre
Market expected to grow at 8-10% per annum
Doubling CV shaft capacity to 6mio car-sets
Expanding differential capacity to 1.3mio units
Expanding PTU capacity to 50k units
GKN China
13
SDS Shanghai Technical Centre
GKN Driveline’s Technical Centre in Shanghai possesses best-in-class design and testing capabilities enabling the performance of full Driveline Systems to be validated under the most demanding in- service conditions.
•State of the art design and test capabilities•Application centre for driveline products•Development centre for domestic products•Expanding to full driveline system capability
GKN China
14
New Technology Plan for ChinaCVJ ; Full range of products, introducing latest technology
Propshafts; Localizing high speed CVJ technology, tube and welding
IC shafts; Localizing MTS and laser welding processes
Geared products; Launching first PTU in July 2010
eDrive; Establishing local competence for HEV and EV
GKN China
GKN Driveline China Growth - Summary
Manufacture full CVJ product portfolio, expand footprint
Develop low cost shaft range for domestic customers
Grow in premium propshaft segment with rapidly growing AWD market and localization of imported products
Establish leading position with Power Take off Units and Torque Management products in rapidly growing AWD segment
Establish leading position in eAWD units for hybrid vehicles and EV transmissions
GKN China
Established 2005
Location Mengzhou City, Henan Province
Shareholders GKN 59%, ZYNP 41%
Products Heavy Duty Diesel EngineCylinder Liners
Main Customers Cummins, Volvo, Scania, CAT, Wuxi
GKN Zhongyuan CylinderGKN Zhongyuan Cylinder--liner (GKNZ)liner (GKNZ)
GKN China
GKN China - Powder Metallurgy
GKN China 18
China Powder Metallurgy Market GrowthChina - PM Market Growth Forecast
74 83 93 104 113 124
83
98
111
120131
128
0
50
100
150
200
250
2010 2011 2012 2013 2014 2015
Tons, thousands
Non-premium quality marketPremium quality market
GKN China
GKN Sinter Metals China GKN Sinter Metals China -- DanyangDanyang
Established 1995
Location Danyang, Jiangsu
Shareholders GKN 100 %
Products PM parts for automotive engines and transmissions
Main Customers INA, GFT, SGM, Chery, Jatco
VVT components Synchronizer hubs Carriers
GKN China
Engine: Transmission:
GKN Sinter Metals ChinaTargeting premium automotive power-train applications
GKN China
GKN PM China Growth - Summary
Sinter Metals China focusing on power-train applications
Danyang capacity filling up with additional volume and new programs
Investing in plant expansion and additional equipment for further growth
Hoeganaes setting up service centre and powder mixing facility in Danyang to capture China PM growth
Focus on premium powder market, expected to start commercial shipments from DY facility by Q3 2010
GKN China
GKN China - Land Systems
GKN China
China: Development of Sales, 2000-2014* (Units )
*ForecastSource: OffHighway Research
20,000
70,000
120,000
170,000
220,000
270,000
320,000
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010* 2011* 2012* 2013* 2014*
Annual Average 2005-2009 : 208,908
Annual Average 2010-2014 : 283,409
China Construction Equipment Industry
GKN China
GKN Wheels Liuzhou Co.,LtdGKN Wheels Liuzhou Co.,Ltd
Established: 2006 Acquisition from Liugong Group
Location: Liuzhou, Guangxi
Shareholders: GKN 100%
Products: Wheels for construction machinery, agricultural machinery, harbour machinery, fork lift trucks, trucks, cars, other special machinery
Main Customers Liugong, Liuqi, Liute, SGMW, Noell, Zhenhua
GKN China
Wheels Liuzhou – A Successful Transformation
25
GKN China
Land Systems China - Wheels
Good position established to further exploit Construction and Large Mining Wheels from Liuzhou
Opportunity to enter and grow share of Agriculture and specialised wheel market ( e.g Harbour Crane)
Ag market located predominantly in the North, Northern facility required to exploit successfully
26
GKN China
Land Systems in China – New Markets
Early days, just started
Initial focus on High Speed Rail and Wind Turbines
Now investigating supply chain and potential partners
GKN China
China High-speed Railway MarketDefinition: any commercial train service in China with an average speed of 200km per hour or higher
Routes in service: 6,552km – No.1 in the world (including 3,676km of rail lines with top speeds of 350km/h and 2,876km with speeds up to 250km/h)
New constructed routes: 18,000km by 2020
Upgrades on existing routes: 25,000km by 2020
Planed total network: 50,000km by 2020
Total investment: RMB2 trillion ($300 billion)
Source: Wikipedia website & online news
GKN China
China Wind Power Market
China aims to boost total wind-generated power to 100 GW by 2020 with investments possibly worth more than $150 billion
GKN China
GKN China - Aerospace
GKN China
China Civil Aircraft Fleet Increase
443 485523 510 527 566 602 664 754 863 998
1,134 1,259 1,411
5,055 5,0294,531
0
1000
2000
3000
4000
5000
6000
F*: Forecast
Source: AVIC website and AvBuyer website
GKN China
COMAC C919 Aircraft
Program Milestones: First flight in 2014, enter service in 2016
COMAC aims to sell over 2,000 C919 jetliners within the next 20 years and expects 100 C919 jetliners would be ordered in 2010.
GKN China
Subcontracting of engine nacelle components for Honeywell 7500 to Hafei Aviation
Several visits of COMAC execs to GKN’s Filton facility confirming interest in GKN’s composite aero-structure technology for C919
GKN Aerospace now investigating market entry strategies
GKN Aerospace in China
GKN China
GKN in China - SummaryThe first Western automotive supplier to invest in China in 1988
More than 20 years experience in China with wholly owned businesses and JV’s with various Chinese partners
Leading market positions in automotive and off-highway
Committed to growth with localized product range and development capabilities, fully integrated in GKN’s global network
Investment plans in place to double in size through organic growth in the next 5 years
Exploring opportunities for new partnerships in Land Systems and possibly Aerospace
GKN China
35
GKN Sponsorship of UK Pavilion at Shanghai World Expo 2010
吉凯恩为2010世博
会英国馆赞助商
Thank you!Thank you!
谢谢！谢谢！
上海纳铁福
Shanghai GKN Drive ShaftJune 2010
上海纳铁福
35%
5%
10%
50% GKNHASCO
BOCOM
SDIC
Foreign Shareholders:• GKN- GKN Driveline International GmbH
Chinese Shareholders:• SAIC HASCO- HUAYU Automotive Systems Co., Ltd. • SDIC HTIC- SDIC High Tech Investment Co., Ltd • BOCOM- Bank of Communications Co. Ltd
Shanghai Branch
SDS ShareholdersSDS Shareholders
上海纳铁福
Shanghai Kang Qiao Plant
GKN Driveline Chongqing - GDC (JV with China South Group)
Shanghai Shen Jiang Plant
Shanghai Zhou Pu Plant
Wu Han Plant
Chang Chun Plant (under construction)
OperationsOperations
Total headcount: 2700Land Area : 319,503 sqm
KQ plant: 83,986 sqmZP plant: 49,540 sqmSJ plant: 53,966 sqmWH plant: 44,035 sqmCC plant: 52,146 sqm (under construction)GDC plant: 35,830 sqm
上海纳铁福
Deputy GMOperation Director
Ye Lian Xiang
Deputy GMTechnical Director
Uwe Paksa
Managing Director
Xue Jin Da
Management Office (MO)
Personnel Administration Management
Purchasing
Finance
Technical Centre
Quality Assurance
Planning
Marketing & Sales
LGS / ISIT
Deputy GMCommercial Director
Gu Xiao Feng
SDS Organization ChartSDS Organization Chart
CVO
GDC
Wu Han Plant
Shen Jiang Plant
PSO
上海纳铁福
Company Culture
Vision
Mission
Value
Spirit
We aim to be an international best-in-class driveline company, continually improving to achieve excellence.
We will create value for our customers, partners and shareholders.
Integrity Cooperation
Perfection Innovation
Lean Pragmatic
Precise Capable
We will build a platform for employee development and value realization.
We will play our part in building a harmonious society.
上海纳铁福
Transfer Case
PropshaftRear Axle
Sideshaft
TMDFront Axle
TMD
CVJ - Propshafts
Sideshaft
CVJ - Sideshafts
Driveline SystemDriveline System2.00_31
上海纳铁福
Shanghai GKN – Customers
上海纳铁福
- Boot High Temp. test- Boot Low Temp. test - Muddy Bath test - Sealing test- Critical Speed test- Boot deformation
- Functional test - Torsional fatigue test- Four Square Life test- Static Torsion test- Quasi-static Torsion test- NVH
SDS Technical Centre has state of the art design and test capabilities meeting GKN’s global standards
Engineering & Test CapabilityEngineering & Test Capability
上海纳铁福
Lean Enterprise OverviewLean Enterprise Overview
Our vision for Lean is to create a culture of continuous improvement in all we do, by having a common approach to improving our Business & Production processes
Business Process Excellence is an approach to seeing waste, removing waste and sustaining improvement throughout the entire value chain
Production Excellence is an approach to seeing waste, removing waste and sustainingimprovements in the production processes and
associated activities.
People Excellence is a commitment to unlock the talents of people to create a culture where continuous improvement is inherent in “the way that we do things”
Business Excellence prioritises & aligns the activities and assesses the overall “health” of the business
上海纳铁福
Lean Production
Lean Management
Lean Enterprise
5SLocalizationPilot cells
Business ExcellenceProduction Excellence
Business Process ExcellencePeople Excellence
The SSC (site steering committee) is a team led by top management driving all LE activities in the company
Careful planningLean Investment
Fine CostEarnest Marketing
Lean EnterpriseLean Enterprise
上海纳铁福
Assy. Cell
Cell info corner
Training corner5S- simplify Shift start-up meeting
Cell scoring
KaizenVSM workshop
Visual displayFIFO inventory Plant manager audit
Shop floor Overview
Lean Enterprise DeploymentLean Enterprise Deployment
上海纳铁福
ISO9001
ISO/TS16949 (2009)
ISO14001
Ford Q1
Quality SystemQuality System
上海纳铁福
2009 Customer Awards上海大众年度最佳综合表现金奖
Gold Medal of Annual Best Supplier of Shanghai VW
上海大众25周年特别贡献奖
25th-Anniversary Special Contribution Awards of Shanghai VW
上海通用产品和服务质量攻关奖
Quality Product and Service Award of Shanghai GM
上海汽车优秀供应商
Excellent Supplier of SAIC
一汽集团优秀供应商
Excellent Supplier of FAW Group
一汽轿车优秀供应商
Excellent Supplier of FAW Car
一汽－大众备件供应商评比最佳合作奖
Best Collaborated Spare Parts Supplier of FAW-VW
东风本田优秀供应商
Excellent Supplier of DongFeng Honda
神龙汽车优秀供应商
Excellent Supplier of Dongfeng Peugeot Citroen Auto (DPCA)
江铃汽车优秀供应商
Excellent Supplier of Jiangling Motors (JMC)
华晨汽车年度质量管理奖
Annual Quality Management Award of Brilliance Auto
四川一汽丰田品质达成奖
Quality Achievement Award of Sichuan FAW Toyota Motor
上海纳铁福
SummarySummary
Shanghai GKN is
• the first auto component JV in China• strong technology support from GKN• market development support from SAIC• balanced management team
• one of the most successful JVs in China• sustainable growth• good payback to shareholders• sound partnership between shareholders
上海纳铁福
Shanghai GKN is
• the driveline market leader in China • strong customer relationships• excellent reputation for quality products• strong local engineering support
• the largest GKN driveshaft manufacturer in Asia Pacific • CV shaft output: 6.22m pcs• propshaft output: 526k pcs• forgings: 10.93m pcs• (The above figures reflect 2009 results)
SummarySummary
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