Automatic Transmission Fluids

08-27-03

© 2009 The Lubrizol Corporation

AT100-001
Automatic Transmission Fluids
Agenda
•
•
•
•
•

08-12-08

Function and Formulation of ATF
AT Market Drivers
AT Designs
North American OEM Updates
Summary

© 2009 The Lubrizol Corporation

ATTemp-009
Mechanics

Automatic Transmission Technology

or torque converter

Driveline image courtesy of www.HowStuffWorks.com
10-30-08

© 2009 The Lubrizol Corporation

AT101-041
Mechanics

Automatic Transmission Technology
Automatic Transmission Components and How they Work
Torque Converter

Hydraulic System

Reproduced by kind permission of ZF Friedrichshafen AG
02-10-09

© 2009 The Lubrizol Corporation

AT101-042
Function of ATF
ATF Performance

-ANTI-SHUDDER
-OXIDATIVE STABILITY
-COMPONENT COMPATIBILITY

10-30-08

© 2009 The Lubrizol Corporation

AT102-003
Formulation of an ATF

Base Fluid

VM
Performance
Additive
05-21-07

Higher severity
No Group I base oils allowed!
Group II, II+ and III base oils
Predominately Group II+ & III
Shear stability
Next generation performance
Shudder resistant
© 2009 The Lubrizol Corporation

AT103-014
Formulation of an ATF

Typical Automatic Transmission Fluid
Component

% Volume

Trend

Additive package
Friction modifiers
Oxidation inhibitors
Detergents/dispersants
Corrosion inhibitors
Anti-wear
Seal swell agents
Anti-foam

10-12 %

Friction Durability/ Shudder Resistance
Sludge Resistance
Oxidation Resistance/Friction
Shudder Resistance
Decreased Gear Wear
Better Seal Compatibility

Viscosity modifier

3–8%

Very Shear Stable

Base oil

80 – 90%

Group II & III base oils; Better Low Temp

Red dye

250 PPM

Red Dye

08-12-08

© 2009 The Lubrizol Corporation

AT103-002
Formulation of an ATF

Lubrizol Friction Modifier Systems
Type

Low Static Friction
(Traditional)

High Static Friction
(LZ Generation III)

Properties:

Low static μ

Higher surface saturation
More thermally stable

Advantages:

Controls green friction

Friction durability
Excellent anti-shudder
Excellent torque capacity

Simplistic Structure:

Two-tail structure saturates surface; leads to higher static friction
02-10-09

© 2009 The Lubrizol Corporation

AT103-016
Formulation of an ATF

Dialing in the Correct Friction Performance
High Static
Friction

Low Static & Torque
Converter Shudder

FM 1
A

FM

Medium Static
Friction & Stability

De
terg
ent

6

LOW µ

FM

Low Static
Durability

HIGH µ

3

FM 2

FM
5

FM

Anti-shudder
Durability

FM

4

High Static
Durability

1

Friction
Stability

Running in &
Shift Quality

Mixtures of high μ and low μ are customized for a variety of friction materials.
02-10-09

© 2009 The Lubrizol Corporation
ATF Market Trends

02-28-03

© 2009 The Lubrizol Corporation

AT116--001
Market Trends of ATF
Market Drivers

• Fuel economy
• Transmission requirements becoming
more demanding
− Increased driver comfort & reliability
• Reduced maintenance costs
− Fill for life fluids

05-21-07

© 2009 The Lubrizol Corporation

AT116-042
Market Trends of ATF
CAFE Cost to OEM

• Heightened pressure to increase lightduty CAFE
− CAFE is sales –weighted average
fuel economy rating
− 27.5 mpg for passenger car *
− 22.2 mpg for light duty trucks *
• Each 0.1 mpg over CAFE limit carries
$5.50 fine per vehicle
1.0 mpg…..$55 per vehicle *
* www.nhtsa.dot.gov
08-12-08

© 2009 The Lubrizol Corporation

AT116-043
Market Trends of ATF

Fuel Economy Contribution of AT
•

•

10-30-08

Design a more efficient transmission
− Lighter
− More aggressive lock-up (ECCC)
− Utilize a lower viscosity fluid
Operates at its most efficient gear ratios
− 6 & 7 Speed transmission
− CVT or IVT
− AMT
− DCT

© 2009 The Lubrizol Corporation

AT116-044
Market Trends of ATF
Low Viscosity Fluids

• Typical ATF
− 7.0 – 7.5 cSt @ 100° C
• Low viscosity ATF
− 5.5 – 6.0 cSt @ 100° C
• Theoretical Gain = 0.1 mpg
• Small change for driver, but significant for CAFE

08-12-08

© 2009 The Lubrizol Corporation

AT116-045
Automatic Transmission Fluids
Two Main Product Types
Standard Viscosity (>6.8 cSt)

−
−
−
−
−

05-21-07

Chrysler ATF+4
Ford Mercon V
Toyota T-IV
Honda Z-1
Nissan Matic-J

Low Viscosity (5.5 – 6.5 cSt)

−
−
−
−
−

© 2009 The Lubrizol Corporation

MB NAG-2
Ford Mercon SP
Ford LV
GM Dexron-VI
Toyota WS

ATTemp-017
Market Trends of ATF

Automatic Transmission Designs are Changing
Market Driver – Reduced Emissions and Improved Fuel Economy

1948 - Present
Conventional or
Stepped
Transmission
(AT)

•

•
•

09-28-05

Mid 1990’s
Belt Drive
Continuously Variable
Transmission
(CVT)

2002
6-Speed
Conventional
Automatic
Transmission (AT)

2004
Dual Clutch
Transmission
(DCT)

Conventional Stepped Automatics
− Lock-up AT
− More available speeds (6 & 7 Speed)
Continuously Variable Transmissions
Automated Manuals
− Dual Clutch

© 2009 The Lubrizol Corporation

AT116-020
Market Trends of ATF

Transmission Designs Efficiencies
100

Improving Fuel Economy

% Efficiency

95
90
85

04-08-05

T
A
M

D
C
T

6S
pe

ed

A

T
C
V

A
T
5S
pe

ed

A
d
pe
e

4S

AI-May 2002
AEI-May 2002

T

75

T

80

© 2009 The Lubrizol Corporation

AT116-030
Driveline Hardware, Fluid and Market Driver
Overview
Overview of Driveline Components
Estimated Global Market Share (%) for Transmission Types
Transmission
Type

2010

2015

Geographic Region

MT

50

47

43

Europe, China,
India

AT

46

41

37

North America
Japan and Korea

CVT

<1

6

7

Asia Pacific

DCT

<1

4

10

Europe

AMT
02-10-09

2005

2

2

3

Europe

© 2009 The Lubrizol Corporation

AT116-060
Formulation of an ATF

Unique Automatic Transmission Fluid
Component
Friction modifiers

Anti-wear
Oxidation inhibitors
Detergent/dispersants
Corrosion inhibitors
Seal swell agents
Anti-foam

ATF
Paper on
steel

CVT (versus ATF)
Steel-on-steel (Paper on
steel)

EP/AW similar to MTF

Paper on steel but very strong
anti-shudder performance for
wet start clutch

EP/AW similar to MTF
(synchronizers, more bearings
than ATF)

Similar to ATF

Need improved anti-foam

Viscosity modifier

Very high shear stability

Red dye

Not included in CVTF

02-10-09

DCT (versus ATF)

© 2009 The Lubrizol Corporation

More shear stable than ATF

Not usually included in DCTF

AT103-002
ATF Specification Update
SF and OEM FF

02-10-09

© 2009 The Lubrizol Corporation

ATTemp-027
Automatic Transmission Fluids
Specification Timeline

1992
Revised
MERCON

Ford
Type A/B

Type F/G

1987
MERCON

2004
Upgraded MERCON & MERCONV
Released MERCON-SP
2005
MERCON-C

1995
MERCON-V

2007
MERCON LV

1960

1950

1970

1967
DEXRON
1957
TASA

General Motors
10-30-08

1973
DEXRON-IID

1980

1990

1990
DEXRON-IIE

1993
DEXRON-IIIF

2000

1997
DEXRON
-IIIG

2010

2005
DEXRON-VI

2003
DEXRON-IIIH

1995
DEXRON-IV
(never formally released)
© 2009 The Lubrizol Corporation

ATTemp-028
General Motors ATF Specifications
Factory Fill (FF) since 2006
• DEXRON VI
• Low viscosity fluid (6.0 cSt)
• Improved low temp
performance, shear, and
friction stability

08-13-08

Service Fill (SF)
• DEXRON VI
•

Obsolete SF Specs
− Dex II (sold in Europe and Latin
America)
− Dex IIIG (Dec 2006)
− Dex IIIH (Dec 2007)

© 2009 The Lubrizol Corporation

AT110-053
Ford Motor ATF Specifications
Service Fill (SF)
Factory Fill (FF) since 2007
• MERCON LV (FWD)
• MERCON LV
− Low viscosity fluid (6.0 cSt) • MERCON V
− Each additive supplier
− Improved low temp
allowed single DI
performance, shear and
− Lubrizol 9680 series
friction stability
• MERCON SP
− RWD 5 and 6 speed
•

02-10-09

Obsolete SF Specs
− MERCON (July 1, 2007)

© 2009 The Lubrizol Corporation

AT112-038
Chrysler ATF Specifications
Factory Fill (FF) since 2003
• ATF+4

Service Fill (SF)
• MOPAR ATF+4
− Lubrizol 3300A
− All major oil marketers
• Certification through
program testing
• Obsolete SF specs
− ATF+3 (2006)

10-30-08

© 2009 The Lubrizol Corporation

AT115-022
Asia-Pacific OEM Highlights
Toyota
ATF:

Hyundai

T-IV (4/5 speed ATs, 7 cSt)
WS (6 speed ATs, 5.5 cSt)
CVTF: TC

ATF: SP-III (7 cSt)
CVTF: coming

Mistubishi
Honda
ATF: Z-1 (7 cSt)
CVTF: HMMF

ATF: SP-III (7 cSt)
CVTF: SP-III

Nissan
ATF: Matic J (7 cSt)
CVTF: NS-2
DCTF: new

08-13-08

© 2009 The Lubrizol Corporation

AT122-033
European OEM Highlights
Volkswagen-Audi Group (VAG)
ATF: LT71141
(5-speed ZF, 7 cSt)
1375.4
(6-speed ZF, 6.5 cSt)
DCTF: Direct Shift Gearbox (DSG)

DaimlerBenz
ATF: NAG-2 V-sport

(6.5 cSt)

BMW
ATF: 1375.4
(6-speed ZF, 6.5 cSt)
DCTF: Getrag transmission

08-13-08

© 2009 The Lubrizol Corporation

AT122-034
Lubrizol SF ATFs
Dex IID

Dex III

Mercon

9636G




Ccurrent
Merc V

ZF/Voith /
MAN



9678

Old
Merc V

JASO

Zone 1





9680







9684







Zone 2
7907



9679









Zone 4
1067





9636G





9678
02-10-09






© 2009 The Lubrizol Corporation


AT124-047
Market Trends of ATF
Summary of Global ATF Trends
•

•

08-12-08

Improved fuel economy and reduced emissions are driving
transmissions trends toward higher efficiency transmission
options
− Asia Pacific region:
CVT
− Europe:
AMT/DCT
− North America:
6-Speed AT
The most recent transmission requirements suggest that
specialized fluids will be required in the future
− Lower viscosity, higher shear stability, and improved
anti-wear performance
− Better low temperature properties
− Increased oxidation performance
− Extended anti-shudder durability
© 2009 The Lubrizol Corporation

AT116-053
Market Trends of ATF

Summary of Global ATF Trends
•

Transmission applications are changing with consumer demand

•

Expect the proliferation of ATFs to continue well into the future
as fluids are tailored to the specific transmission design to
enable maximum gains in system performance

•

Many OEM’s moving toward “genuine fluid” approach

•

Oil marketers looking for simplified product lines to meet a
range of AT applications. Lubrizol will provide our customers
with a range of products to meet their increasingly rigorous
requirements.

08-12-08

© 2009 The Lubrizol Corporation

AT116-057
© 2009 The Lubrizol Corporation

Lubrizol atf

  • 1.
    Automatic Transmission Fluids 08-27-03 ©2009 The Lubrizol Corporation AT100-001
  • 2.
    Automatic Transmission Fluids Agenda • • • • • 08-12-08 Functionand Formulation of ATF AT Market Drivers AT Designs North American OEM Updates Summary © 2009 The Lubrizol Corporation ATTemp-009
  • 3.
    Mechanics Automatic Transmission Technology ortorque converter Driveline image courtesy of www.HowStuffWorks.com 10-30-08 © 2009 The Lubrizol Corporation AT101-041
  • 4.
    Mechanics Automatic Transmission Technology AutomaticTransmission Components and How they Work Torque Converter Hydraulic System Reproduced by kind permission of ZF Friedrichshafen AG 02-10-09 © 2009 The Lubrizol Corporation AT101-042
  • 5.
    Function of ATF ATFPerformance -ANTI-SHUDDER -OXIDATIVE STABILITY -COMPONENT COMPATIBILITY 10-30-08 © 2009 The Lubrizol Corporation AT102-003
  • 6.
    Formulation of anATF Base Fluid VM Performance Additive 05-21-07 Higher severity No Group I base oils allowed! Group II, II+ and III base oils Predominately Group II+ & III Shear stability Next generation performance Shudder resistant © 2009 The Lubrizol Corporation AT103-014
  • 7.
    Formulation of anATF Typical Automatic Transmission Fluid Component % Volume Trend Additive package Friction modifiers Oxidation inhibitors Detergents/dispersants Corrosion inhibitors Anti-wear Seal swell agents Anti-foam 10-12 % Friction Durability/ Shudder Resistance Sludge Resistance Oxidation Resistance/Friction Shudder Resistance Decreased Gear Wear Better Seal Compatibility Viscosity modifier 3–8% Very Shear Stable Base oil 80 – 90% Group II & III base oils; Better Low Temp Red dye 250 PPM Red Dye 08-12-08 © 2009 The Lubrizol Corporation AT103-002
  • 8.
    Formulation of anATF Lubrizol Friction Modifier Systems Type Low Static Friction (Traditional) High Static Friction (LZ Generation III) Properties: Low static μ Higher surface saturation More thermally stable Advantages: Controls green friction Friction durability Excellent anti-shudder Excellent torque capacity Simplistic Structure: Two-tail structure saturates surface; leads to higher static friction 02-10-09 © 2009 The Lubrizol Corporation AT103-016
  • 9.
    Formulation of anATF Dialing in the Correct Friction Performance High Static Friction Low Static & Torque Converter Shudder FM 1 A FM Medium Static Friction & Stability De terg ent 6 LOW µ FM Low Static Durability HIGH µ 3 FM 2 FM 5 FM Anti-shudder Durability FM 4 High Static Durability 1 Friction Stability Running in & Shift Quality Mixtures of high μ and low μ are customized for a variety of friction materials. 02-10-09 © 2009 The Lubrizol Corporation
  • 10.
    ATF Market Trends 02-28-03 ©2009 The Lubrizol Corporation AT116--001
  • 11.
    Market Trends ofATF Market Drivers • Fuel economy • Transmission requirements becoming more demanding − Increased driver comfort & reliability • Reduced maintenance costs − Fill for life fluids 05-21-07 © 2009 The Lubrizol Corporation AT116-042
  • 12.
    Market Trends ofATF CAFE Cost to OEM • Heightened pressure to increase lightduty CAFE − CAFE is sales –weighted average fuel economy rating − 27.5 mpg for passenger car * − 22.2 mpg for light duty trucks * • Each 0.1 mpg over CAFE limit carries $5.50 fine per vehicle 1.0 mpg…..$55 per vehicle * * www.nhtsa.dot.gov 08-12-08 © 2009 The Lubrizol Corporation AT116-043
  • 13.
    Market Trends ofATF Fuel Economy Contribution of AT • • 10-30-08 Design a more efficient transmission − Lighter − More aggressive lock-up (ECCC) − Utilize a lower viscosity fluid Operates at its most efficient gear ratios − 6 & 7 Speed transmission − CVT or IVT − AMT − DCT © 2009 The Lubrizol Corporation AT116-044
  • 14.
    Market Trends ofATF Low Viscosity Fluids • Typical ATF − 7.0 – 7.5 cSt @ 100° C • Low viscosity ATF − 5.5 – 6.0 cSt @ 100° C • Theoretical Gain = 0.1 mpg • Small change for driver, but significant for CAFE 08-12-08 © 2009 The Lubrizol Corporation AT116-045
  • 15.
    Automatic Transmission Fluids TwoMain Product Types Standard Viscosity (>6.8 cSt) − − − − − 05-21-07 Chrysler ATF+4 Ford Mercon V Toyota T-IV Honda Z-1 Nissan Matic-J Low Viscosity (5.5 – 6.5 cSt) − − − − − © 2009 The Lubrizol Corporation MB NAG-2 Ford Mercon SP Ford LV GM Dexron-VI Toyota WS ATTemp-017
  • 16.
    Market Trends ofATF Automatic Transmission Designs are Changing Market Driver – Reduced Emissions and Improved Fuel Economy 1948 - Present Conventional or Stepped Transmission (AT) • • • 09-28-05 Mid 1990’s Belt Drive Continuously Variable Transmission (CVT) 2002 6-Speed Conventional Automatic Transmission (AT) 2004 Dual Clutch Transmission (DCT) Conventional Stepped Automatics − Lock-up AT − More available speeds (6 & 7 Speed) Continuously Variable Transmissions Automated Manuals − Dual Clutch © 2009 The Lubrizol Corporation AT116-020
  • 17.
    Market Trends ofATF Transmission Designs Efficiencies 100 Improving Fuel Economy % Efficiency 95 90 85 04-08-05 T A M D C T 6S pe ed A T C V A T 5S pe ed A d pe e 4S AI-May 2002 AEI-May 2002 T 75 T 80 © 2009 The Lubrizol Corporation AT116-030
  • 18.
    Driveline Hardware, Fluidand Market Driver Overview Overview of Driveline Components Estimated Global Market Share (%) for Transmission Types Transmission Type 2010 2015 Geographic Region MT 50 47 43 Europe, China, India AT 46 41 37 North America Japan and Korea CVT <1 6 7 Asia Pacific DCT <1 4 10 Europe AMT 02-10-09 2005 2 2 3 Europe © 2009 The Lubrizol Corporation AT116-060
  • 19.
    Formulation of anATF Unique Automatic Transmission Fluid Component Friction modifiers Anti-wear Oxidation inhibitors Detergent/dispersants Corrosion inhibitors Seal swell agents Anti-foam ATF Paper on steel CVT (versus ATF) Steel-on-steel (Paper on steel) EP/AW similar to MTF Paper on steel but very strong anti-shudder performance for wet start clutch EP/AW similar to MTF (synchronizers, more bearings than ATF) Similar to ATF Need improved anti-foam Viscosity modifier Very high shear stability Red dye Not included in CVTF 02-10-09 DCT (versus ATF) © 2009 The Lubrizol Corporation More shear stable than ATF Not usually included in DCTF AT103-002
  • 20.
    ATF Specification Update SFand OEM FF 02-10-09 © 2009 The Lubrizol Corporation ATTemp-027
  • 21.
    Automatic Transmission Fluids SpecificationTimeline 1992 Revised MERCON Ford Type A/B Type F/G 1987 MERCON 2004 Upgraded MERCON & MERCONV Released MERCON-SP 2005 MERCON-C 1995 MERCON-V 2007 MERCON LV 1960 1950 1970 1967 DEXRON 1957 TASA General Motors 10-30-08 1973 DEXRON-IID 1980 1990 1990 DEXRON-IIE 1993 DEXRON-IIIF 2000 1997 DEXRON -IIIG 2010 2005 DEXRON-VI 2003 DEXRON-IIIH 1995 DEXRON-IV (never formally released) © 2009 The Lubrizol Corporation ATTemp-028
  • 22.
    General Motors ATFSpecifications Factory Fill (FF) since 2006 • DEXRON VI • Low viscosity fluid (6.0 cSt) • Improved low temp performance, shear, and friction stability 08-13-08 Service Fill (SF) • DEXRON VI • Obsolete SF Specs − Dex II (sold in Europe and Latin America) − Dex IIIG (Dec 2006) − Dex IIIH (Dec 2007) © 2009 The Lubrizol Corporation AT110-053
  • 23.
    Ford Motor ATFSpecifications Service Fill (SF) Factory Fill (FF) since 2007 • MERCON LV (FWD) • MERCON LV − Low viscosity fluid (6.0 cSt) • MERCON V − Each additive supplier − Improved low temp allowed single DI performance, shear and − Lubrizol 9680 series friction stability • MERCON SP − RWD 5 and 6 speed • 02-10-09 Obsolete SF Specs − MERCON (July 1, 2007) © 2009 The Lubrizol Corporation AT112-038
  • 24.
    Chrysler ATF Specifications FactoryFill (FF) since 2003 • ATF+4 Service Fill (SF) • MOPAR ATF+4 − Lubrizol 3300A − All major oil marketers • Certification through program testing • Obsolete SF specs − ATF+3 (2006) 10-30-08 © 2009 The Lubrizol Corporation AT115-022
  • 25.
    Asia-Pacific OEM Highlights Toyota ATF: Hyundai T-IV(4/5 speed ATs, 7 cSt) WS (6 speed ATs, 5.5 cSt) CVTF: TC ATF: SP-III (7 cSt) CVTF: coming Mistubishi Honda ATF: Z-1 (7 cSt) CVTF: HMMF ATF: SP-III (7 cSt) CVTF: SP-III Nissan ATF: Matic J (7 cSt) CVTF: NS-2 DCTF: new 08-13-08 © 2009 The Lubrizol Corporation AT122-033
  • 26.
    European OEM Highlights Volkswagen-AudiGroup (VAG) ATF: LT71141 (5-speed ZF, 7 cSt) 1375.4 (6-speed ZF, 6.5 cSt) DCTF: Direct Shift Gearbox (DSG) DaimlerBenz ATF: NAG-2 V-sport (6.5 cSt) BMW ATF: 1375.4 (6-speed ZF, 6.5 cSt) DCTF: Getrag transmission 08-13-08 © 2009 The Lubrizol Corporation AT122-034
  • 27.
    Lubrizol SF ATFs DexIID Dex III Mercon 9636G   Ccurrent Merc V ZF/Voith / MAN  9678 Old Merc V JASO Zone 1   9680    9684    Zone 2 7907  9679      Zone 4 1067   9636G   9678 02-10-09    © 2009 The Lubrizol Corporation  AT124-047
  • 28.
    Market Trends ofATF Summary of Global ATF Trends • • 08-12-08 Improved fuel economy and reduced emissions are driving transmissions trends toward higher efficiency transmission options − Asia Pacific region: CVT − Europe: AMT/DCT − North America: 6-Speed AT The most recent transmission requirements suggest that specialized fluids will be required in the future − Lower viscosity, higher shear stability, and improved anti-wear performance − Better low temperature properties − Increased oxidation performance − Extended anti-shudder durability © 2009 The Lubrizol Corporation AT116-053
  • 29.
    Market Trends ofATF Summary of Global ATF Trends • Transmission applications are changing with consumer demand • Expect the proliferation of ATFs to continue well into the future as fluids are tailored to the specific transmission design to enable maximum gains in system performance • Many OEM’s moving toward “genuine fluid” approach • Oil marketers looking for simplified product lines to meet a range of AT applications. Lubrizol will provide our customers with a range of products to meet their increasingly rigorous requirements. 08-12-08 © 2009 The Lubrizol Corporation AT116-057
  • 30.
    © 2009 TheLubrizol Corporation