Let’s talk about       EV     Arthur Wang     11/17/2012
About MePresented by Arthur Wang        1   11/17/12
WHY?Presented by Arthur Wang          2   11/17/12
Global Oil & Gas Import       3   DependencyUnconventional gas willaccount for about half ofthe increase in global gasprod...
4   US Oil & Gas ProductionPresented by Arthur Wang     11/17/12
5   Oil Price FactorPresented by Arthur Wang   11/17/12
Our Options?Presented by Arthur Wang     6   11/17/12
7   Many Options ExistPresented by Arthur Wang   11/17/12
New Energy Vehicle          8   Required ComponentsPresented by Arthur Wang   11/17/12
The EV Revolution has       9   begun!Presented by Arthur Wang   11/17/12
10   EVs are Ready for Primetime!    Tesla’s Big Win Proves EVs Are Ready for    Primetime    “Electric vehicles have hit ...
11   EV Market PlayersPresented by Arthur Wang   11/17/12
3rd Party Forecast of EV          12   Fleets in Different RegionsForecasts are almostuseless – they varywidely- Range fro...
13   Supply ForecastsPresented by Arthur Wang   11/17/12
Worldwide EV OEMs           14   Production CapacityPresented by Arthur Wang   11/17/12
Markets Rarely Grow This       15   WayPresented by Arthur Wang      11/17/12
16    Market Constraints                            Total Market Size                            Substitutability       ...
17   EV Growth                           DRIVERS                  DETERRENTS       Efficiency                      Range...
18   Range Anxiety     Declining Marginal Value of More Batteries – a very expensive way to      avoid Range AnxietyPrese...
COSTPresented by Arthur Wang          19   11/17/12
Key Drivers of EV Operating                                               20   Costs    Capital, Operating Costs, Fuel, El...
21   Battery Cycle CostsPresented by Arthur Wang   11/17/12
22   EV Fuel Saving per GallonPresented by Arthur Wang       11/17/12
Variable Cost of ICEs vs       23   BEVs in USAPresented by Arthur Wang      11/17/12
24   Li-ion Cost AssumptionPresented by Arthur Wang    11/17/12
25   Battery Cost ImprovementPresented by Arthur Wang      11/17/12
26   EV Battery MarketPresented by Arthur Wang   11/17/12
27   Shakeout                           Electric Car Battery Maker A123 Systems Files                           Bankruptcy...
TechnologyPresented by Arthur Wang       28   11/17/12
29    EV Battery Technology Trend       Key: Lower Cost ($), Higher             High Power Density Cell: 可有效提升車輛        ...
Vehicle Powertrain                                                                30   Architecture                       ...
31   Battery Management SystemPresented by Arthur Wang       11/17/12
32   SafetyPresented by Arthur Wang   11/17/12
33   Grid & ChargingPresented by Arthur Wang   11/17/12
34   V2GPresented by Arthur Wang   11/17/12
Thank You!                                             Arthur Wang                                arthurwangjob@gmail.comP...
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Let's talk about EV

  1. 1. Let’s talk about EV Arthur Wang 11/17/2012
  2. 2. About MePresented by Arthur Wang 1 11/17/12
  3. 3. WHY?Presented by Arthur Wang 2 11/17/12
  4. 4. Global Oil & Gas Import 3 DependencyUnconventional gas willaccount for about half ofthe increase in global gasproduction to 2035, withmost of this coming fromthe UnitedStates, Australia andChina, according to IEA.Presented by Arthur Wang 11/17/12
  5. 5. 4 US Oil & Gas ProductionPresented by Arthur Wang 11/17/12
  6. 6. 5 Oil Price FactorPresented by Arthur Wang 11/17/12
  7. 7. Our Options?Presented by Arthur Wang 6 11/17/12
  8. 8. 7 Many Options ExistPresented by Arthur Wang 11/17/12
  9. 9. New Energy Vehicle 8 Required ComponentsPresented by Arthur Wang 11/17/12
  10. 10. The EV Revolution has 9 begun!Presented by Arthur Wang 11/17/12
  11. 11. 10 EVs are Ready for Primetime! Tesla’s Big Win Proves EVs Are Ready for Primetime “Electric vehicles have hit the tipping point of mainstream acceptance, and you naysayers just lost your last reason for hating the technology. MotorTrend magazine’s unanimous decision to name the Tesla Model S its car of the year is more than a big moment for Tesla Motors. It’s a big moment for electric vehicles and, more importantly, internal combustion. The award follows similar nods from Automobile and Yahoo. (Yes, Yahoo does cars.) That only underscores just how good the Model S is, and how solid its underlying technology is. “Source: www.wired.com, 11/13/2012 By Damon LavrincPresented by Arthur Wang 11/17/12
  12. 12. 11 EV Market PlayersPresented by Arthur Wang 11/17/12
  13. 13. 3rd Party Forecast of EV 12 Fleets in Different RegionsForecasts are almostuseless – they varywidely- Range from 2M to over20M vehicles in 2020Presented by Arthur Wang 11/17/12
  14. 14. 13 Supply ForecastsPresented by Arthur Wang 11/17/12
  15. 15. Worldwide EV OEMs 14 Production CapacityPresented by Arthur Wang 11/17/12
  16. 16. Markets Rarely Grow This 15 WayPresented by Arthur Wang 11/17/12
  17. 17. 16 Market Constraints  Total Market Size  Substitutability  Access to Infrastructure  Income Issues  Behavioral Issues Source: GTM ResearchPresented by Arthur Wang 11/17/12
  18. 18. 17 EV Growth DRIVERS DETERRENTS  Efficiency  Range Anxiety  Cost Learning Curve  Purchase Price  Success of Hybrids  Political Opposition  Lower Operating Cost  Utilities Resistance  Climate Risks  Multi-Tenant Living  Health & Clean Air  InfrastructurePresented by Arthur Wang 11/17/12
  19. 19. 18 Range Anxiety  Declining Marginal Value of More Batteries – a very expensive way to avoid Range AnxietyPresented by Arthur Wang 11/17/12
  20. 20. COSTPresented by Arthur Wang 19 11/17/12
  21. 21. Key Drivers of EV Operating 20 Costs Capital, Operating Costs, Fuel, Electricity, Performance, Use, and Financing all impact TCO & will change over time.Presented by Arthur Wang 11/17/12
  22. 22. 21 Battery Cycle CostsPresented by Arthur Wang 11/17/12
  23. 23. 22 EV Fuel Saving per GallonPresented by Arthur Wang 11/17/12
  24. 24. Variable Cost of ICEs vs 23 BEVs in USAPresented by Arthur Wang 11/17/12
  25. 25. 24 Li-ion Cost AssumptionPresented by Arthur Wang 11/17/12
  26. 26. 25 Battery Cost ImprovementPresented by Arthur Wang 11/17/12
  27. 27. 26 EV Battery MarketPresented by Arthur Wang 11/17/12
  28. 28. 27 Shakeout Electric Car Battery Maker A123 Systems Files BankruptcyPresented by Arthur Wang 11/17/12
  29. 29. TechnologyPresented by Arthur Wang 28 11/17/12
  30. 30. 29 EV Battery Technology Trend  Key: Lower Cost ($), Higher  High Power Density Cell: 可有效提升車輛 動力,這類電池適用於混合動力車,僅需短時 Energy (Wh) Density, Higher 間的高功率輸出; Power (W) Density  High Energy Density Cell: 有助延長電動車  Target: 續航力,特別適用於純電動車,需要較高的續 航力,但對於電池功率較不要求;  Battery pack cost < 25% of vehicle cost to enable a  而兼具高 密度與高能量的電池芯則適用於 healthy market growth. 插電式混合動力車,因為這類車款必須兼具 高性能與高續航力。  Increase battery cells’ energy & power density.Presented by Arthur Wang 11/17/12
  31. 31. Vehicle Powertrain 30 Architecture IP|VDS|HMI ABS|ESP VCU PTC AIRBAG e-Compressor BMS PCU Battery Gear HVJB M/D Motor Pack Box ON BOADRD DC/DC CHARGER EVSE/AC 12V SLA CAN OFF BOARD HV CHARGER EVSE/DCPresented by Arthur Wang 11/17/12
  32. 32. 31 Battery Management SystemPresented by Arthur Wang 11/17/12
  33. 33. 32 SafetyPresented by Arthur Wang 11/17/12
  34. 34. 33 Grid & ChargingPresented by Arthur Wang 11/17/12
  35. 35. 34 V2GPresented by Arthur Wang 11/17/12
  36. 36. Thank You! Arthur Wang arthurwangjob@gmail.comPresented by Arthur Wang 35 11/17/12

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