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7/28/2014
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COMPANY OVERVIEWTHE POWER TO GO THE EXTRA MILES
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Company Overview
AAM is a tier one global automotive supplier of driveline and drivetrain systems and related components for light trucks, SUVs, passenger cars, crossover vehicles and commercial vehicles.
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David C. DauchChairman,
President & Chief Executive Officer
Michael K. SimonteExecutive Vice
President & Chief Financial Officer
Mark S. BarrettGroup Vice President-Procurement, Program
Management & DriveshaftBusiness Unit
Alberto L. Satine Steve J. ProctorGroup Vice President-
Global Sales & Business Development
Terry J. WoychowskiSenior Vice PresidentEngineering & Quality
Senior Vice President-Global Driveline
Operations
Organization – Senior Leadership
How We Deliver Power
AAM’s world‐class quality means operating with an average of fewer than ten discrepant parts per million for ten years running. Our commitment is to attain perfection.
QUALITY
Our engineers focus on providing solutions that go beyond standard requirements for safety, performance, fuel economy, and environmental friendliness.
TECHNOLOGY
Our global operations support all vehicle architectures, bringing streamlining, standardization and synergies to every customer program. Our expectation is to exceed yours.
OPERATIONALEXCELLENCE
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2013 Profile
Sales $3.21 Billion
ProductsDriveline, Drivetrain& Chassis SystemsMetal‐Formed Products
R&D Spending $103.4 million
AssociatesNearly 13,000 associates
Sales Percentage by Product
Rear Axles (Includes Rear Drive Modules)
58%
Front Axles16%
Driveshafts8%
Metal Formed Products
6%
All Other12%
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Serving the World’s Leading Brands
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MORE THAN 100 CUSTOMERS WORLDWIDE
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GLOBAL EFFICIENCYTHE POWER TO MOVE THE WORLD
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OVER 30 FACILITIES | 13 COUNTRIES | MORE THAN 100 CUSTOMERS
GLOBAL SUPPORT TEAMS | GLOBAL DESIGN CORE COMPETENCY CENTERS | CUSTOMER REGIONAL SUPPORT
AAM NORTH AMERICA16 Locations
AAM NORTH AMERICA16 Locations
AAM EUROPE6 Locations
AAM EUROPE6 Locations
AAM ASIA7 LocationsAAM ASIA7 Locations
AAM INDIA5 LocationsAAM INDIA5 Locations
Global Support
AAM SOUTH AMERICA1 Location
AAM SOUTH AMERICA1 Location
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Corporate
ESTABLISHED: 1994
WORLD HEADQUARTERS: DETROIT, MI
MANUFACTURING FACILITIES: ONE
ENGINEERING CENTERS: FOUR
ROCHESTER HILLS TECHNICAL CENTER• OPERATIONS: 24/7, 361• DYNAMOMETER SYSTEMS: 20• CAPABILITIES: PRODUCT TEST LAB
N.V.H. LAB E.C.S. LABCORP. MATERIALS LABFASTNERS LABCORP. GEAR LAB
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AAM North America
MANUFACTURING FACILITIES: FOUR
ENGINEERING CENTERS: ONE
CUSTOMERS SERVED:
PRODUCTS PRODUCED:
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AAM North America
Three Rivers Manufacturing Facility
Three Rivers, MI
Size (m2) 73,196
Products Rear Beam Axles, Front Axles
Guanajuato Manufacturing Complex
Guanajuato, Mexico
Size (m2) 108,843
Products Rear Beam Axles, Front Axles, RDM, IFDA, IRDA, PTU, Driveshafts, Driveline Components
Lancaster Manufacturing Facility
Lancaster, PA
Size (m2) 9,062
Products Commercial Vehicle Axles
Silao Manufacturing Facility
Silao, Mexico
Size (m2) 26,145
Products Differential Carriers, Cases, Unibody Housings
AAM South America
MANUFACTURING FACILITIES: ONE
CUSTOMERS SERVED:
PRODUCTS PRODUCED:
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AAM South America
Araucária Manufacturing Facility
Araucária , Brazil
Size (M2) 29,820
Products Rear Beam Axles, Driveline Components, CV Joints, Driveshafts
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AAM Europe
MANUFACTURING FACILITIES: TWO
ENGINEERING CENTERS: FOUR
CUSTOMERS SERVED:
PRODUCTS PRODUCED:
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AAM Europe
AAM Winter Test Center
Arjeplog, Sweden
Size (M2) 240
Products Engineering
European Headquarters & Engineering Center
Bad Homburg, Germany
Sales & Engineering Business & Admin Office
Trollhättan Technical Center
Trollhättan, Sweden
Size (M2) 794
Products Engineering
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AAM Europe
Glasgow Manufacturing Facility
Glasgow, Scotland
Size (M2) 39,971
Products Commercial Vehicle Rear Axles, Front Axles, Transfer cases
Świdnica Manufacturing Facility
Świdnica , Poland
Size (M2) 38,699
Products Differentials,Output/Input Shafts
Luxembourg Business Office
Luxembourg
Business & Admin office
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AAM Europe
Glasgow Manufacturing Facility
Glasgow, Scotland
Size (M2) 46.000
Products Commercial Vehicle Rear Axles, Front Axles, Transfer cases
Swidnica Manufacturing Facility
Swidnica, Poland
Size (M2) 29.000
Products Differentials,Output/Input Shafts
Luxembourg Business Office
Luxembourg
Products Admin office
AAM Asia
MANUFACTURING FACILITIES: FOUR
ENGINEERING CENTERS: THREE
JOINT VENTURE: ONE
CUSTOMERS SERVED:
PRODUCTS PRODUCED:
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AAM Asia
Hefei – AAM I
Hefei, China
Size (M2) 14,864
Products Front/Rear beam axles, PTU, RDM, & Suspension corner module for Passenger Cars
Changshu Manufacturing Facility
Chagnshu, China
Size (M2) 15,793
Products Front Axles, IRDAs, RDMs, Gearsets,and various machined components
Hefei – AAM II
Hefei, China
Size (M2) 53,736
Products Front/Rear Axles for LCVs, LCV Gearsets
Rayong Manufacturing Facility
Rayong, Thailand
Size (M2) 20,865
Products Front Axles, Rear Axles and Front/Rear Driveshafts
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AAM Asia
Tokyo Business Office
Tokyo, Japan
Sales & Engineering
Seoul Business Office
Seoul, South Korea
Sales & Engineering Purchasing
Asia Headquarters & Engineering Center
Shanghai, China
Sales & Engineering Business & Admin Office
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AAM India
MANUFACTURING FACILITIES: THREE
ENGINEERING CENTERS: TWO
CUSTOMERS SERVED:
PRODUCTS PRODUCED:
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AAM India
Pune Business Office & Engineering Center
Pune, India
Sales & Engineering Business & Admin Office
Pune Manufacturing Facility
Pune, India
Size (M2) 10,958
Products Rear Axles, Drive Heads, Banjo Housings
Pune Engineering & Development Center
Pune, India
Engineering & Product Development
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AAM India
Pantnagar Manufacturing Facility
Pantnagar, India
Size (M2) 3,029
Products Rear Axles, Driveshafts
Chennai Manufacturing Facility
Chennai, India
Size (M2) 5,990
Products Rear Axles
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Metal Formed Products
MANUFACTURING FACILITIES: SEVEN
CUSTOMERS SERVED:
PRODUCTS PRODUCED:
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Metal Formed Products
MSP Industries
Oxford, MI
Size (M2) 10,518
Products Forged Shafts, Hubs, Pulleys, Ring Gears, Pinions, Spindles
Oxford Forge
Oxford, MI
Size (M2) 5,145
Products Ring Gears, Axle Shafts
Colfor – Malvern
Malvern, Ohio
Size (M2) 21,256
Products Pinions, Transmission Shafts,Spindles, Hubs
Colfor – Minerva
Minerva, Ohio
Size (M2) 16,764
Products Finished Transmission Shafts,Axle Assemblies, Hubs
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Metal Formed Products
AccuGear Inc. – Fort Wayne
Fort Wayne, Indiana
Size (M2) 7,247
Products Net Shaped Gears
Guanajuato Forge
Silao, Guanajuato, Mexico
Size (M2) 9,540
Products Ring Gears, Pinions, AxleShafts
AccuGear – Silao
Silao, Guanajuato, Mexico
Size (M2) 9,977
Products Net Shaped Gears, Differential Gears,Differential Cases
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Driveshaft Business Unit
MANUFACTURING FACILITIES: FOUR
CUSTOMERS SERVED: PRODUCTS PRODUCED:
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Driveshaft Business Unit
Pantnagar Manufacturing Facility
Pantnagar, India
Products Rear Axles, Driveshafts
Customers TATA
Guanajuato Manufacturing Complex
Silao, Guanajuato, Mexico
Products Front & Rear Driveshafts
Customers GM, Chrysler, Nissan
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Driveshaft Business Unit
Rayong Manufacturing Facility
Rayong, Thailand
Products Front & Rear Driveshafts
Customers GM
Araucária Manufacturing Facility
Araucária, Brazil
Products Commercial Driveshafts
Customers Scania
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THE POWER TO SHIFT EXPECTATIONS
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Vehicle Architectures
Passenger Car / Crossover Vehicle
Rear Drive Module w/Torque Transfer Device
Multi‐piece Driveshaft
Constant Velocity Joints
Power Transfer Unit
Commercial Vehicle
Rear Beam Axle
Front Axle
Light Truck / SUV
Rear Beam Axle
Front & Rear Driveshaft
Transfer Case
Front Axle
Passenger Car
Independent Rear Drive Axle
Front Axle
Multi‐piece Driveshaft
Transfer Cases
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Diverse Product Portfolio
Global Light Truck Markets (GVW1-GVW4)
Rear Axles Front Axles Driveshafts
Passenger Cars and Crossover
Vehicles Rear Drive Modules Torque Transfer Devices (TTDs)
Multi‐PieceDriveshafts
Independent Front Drive Axles (IFDAs)
Global Commercial
Vehicle Markets (GVW4-GVW8)
Rear Axles Front Axles Driveshafts
Diverse and Innovative Product Portfolio to Serve the Global Automotive Market
Banjo Axle
Non‐Drive Front Axle
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Diverse Product Portfolio (Continued)
Drivetrain Products
Transmission Differentials Transfer Cases Power Transfer Units (PTUs)
Metal-Formed Products
Axle / Output Shafts Ring / Pinion Gears
Differential GearsTransmission Components
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Diverse and Innovative Product Portfolio to Serve the Global Automotive Market
EcoTrac®
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INNOVATING OUR PORTFOLIOTHE POWER TO LEAVE THE COMPETITION BEHIND
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NORTH AMERICADetroit, USA
Rochester Hills, USAAuburn Hills, USAFort Wayne, USA
Guanajuato, Mexico
NORTH AMERICADetroit, USA
Rochester Hills, USAAuburn Hills, USAFort Wayne, USA
Guanajuato, Mexico
EUROPEFrankfurt, GermanyŚwidnica, Poland
Trollhättan, SwedenArjeplog, Sweden
EUROPEFrankfurt, GermanyŚwidnica, Poland
Trollhättan, SwedenArjeplog, Sweden
ASIAShanghai, ChinaTokyo, Japan
Seoul, South Korea
ASIAShanghai, ChinaTokyo, Japan
Seoul, South Korea
15 GLOBAL ENGINEERING & DEVELOPMENT CENTERS | STATE‐OF‐THE‐ART ANALYSIS AND SUBSYSTEM INTEGRATION TOOLS
PRODUCT DEVELOPMENT, TEST AND VALIDATION COMPONENT AND KNOWLEDGE BASED ENGINEERING
INDIAPune, India (2)
INDIAPune, India (2)
Global Engineering & Development
SOUTH AMERICAAraucária , Brazil
SOUTH AMERICAAraucária , Brazil
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Advancing Technology
Global Engineering & Business Centers
Located around the world to serve AAM’s global customer base
State‐of‐the‐art analysis and subsystem integration tools
Product development
Industry‐leading designs – field performance, quality, warranty
Advancements in core driveline / axle products for efficiency and mass
Emerging crossover vehicle driveline systems
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Advancing Technology
Technology 2013 R & D Spending: $103.4 Million Noise, Vibration & Harshness (NVH) and driveline subsystem integration Meeting market demands for:
• NVH• Fuel efficiency• Emissions• Ride and handling performance
Rochester Hills Technical Center• Operations: 24/7, 361• Dynamometer Systems: 20• Capabilities: Product Test Lab, NVH Lab, Electronics Controls Systems Lab,
Corporate Materials Lab, Fasteners Lab, Corporate Gear Lab
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Building on AAM’s legacy and leadership in rear beam axles and 4WD components
Passenger Car and Crossover Vehicle AWDComponents
New Products for AAM
High Efficiency Axles
Industry Leader
EcoTrac® Disconnecting AWD SystemIndustry Leader First to Market
Hybrid and Electric Driveline Systems w/ Torque
VectoringIndustry Leader
New Product Evolution
2005
2010
2015
2020
Product Diversification and
Technology Advancement
Product Diversification and
Technology Advancement
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Designed to improve fuel efficiency up to 30%
CO2 emissions reduction
Cost‐effective solutions for a range of vehicle configurations, including:
• Internal combustion engines
• Battery‐powered hybrids
• Plug‐in platforms
• Full electric drive systems
Minimal vehicle architecture modifications
Improved safety, stability, handling and acceleration
e‐AAM ™ Hybrid and Electric Drivelines
AA
BB
A Electric Rear Drive Module (eRDM)
B Power Box Unit (PBU) with electronic controls
AA
BB
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A Disconnecting power transfer unit
C Rear drive module with electronic control unit
D Torque transfer device
AAM’s EcoTrac® AWD System
• EcoTrac® AWD system is disconnected when AWD traction is not needed (EcoTrac® consumes n energy as vehicle uses the primary drive system)
• System automatically engages when it senses AWD traction requirement
• EcoTrac® increases AWD fuel economy through the reduction of spin loss
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B Multi‐piece driveshaft
Industry‐first technology helps to increase MPG and reduce emissions
AA BB
CC
DD
High Efficiency Axles
High Efficiency Axles Reduce friction and optimize design, packaging and lubrication efficiency
• PowerLite® aluminum designs for mass savings
• PowerDense® hypoid designs, gear finishes and high‐efficiency bearings for increased torque capacity
• PowerFilm® lubricant that reduces friction and energy losses within the axle
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OPERATIONAL EXCELLENCETHE POWER TO SURVIVE THE TEST OF TIME
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Quality Performance
Warranty
Discrepant Parts Per Million
QualityDurability & Reliability
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13,441
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<10
1
10
100
1,000
10,000
1994 1999 2003‐2013
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Quality Certifications and Awards
Industry WeekBest Plants
QUALITY SYSTEM DRIVES TO ENSURE TOTAL CUSTOMER SATISFACTION
Shingo PrizeWinner
PACE AwardFinalist
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All AAM locations are ISO / TS 16949 Certified
2009 Shingo Prize Winner Guanajuato Manufacturing Complex
2010 Industry Week‐Best Plants Three Rivers Manufacturing Facility
2012 Pace Award‐Finalist TracRite® Center Differential
2013 BBAC Award‐Best Supplier Changshu Manufacturing Facility
2014 Pace Award‐Finalist EcoTrac® Disconnecting All Wheel Drive
BBAC AwardBest Supplier
THE POWER TO PUT EXCELLENCE IN MOTION
SUMMARY
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