Tier 4_ConExpo Competitor Review 4-26-11
Transcript of Tier 4_ConExpo Competitor Review 4-26-11
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GENERATIONS AHEAD 1Caterpillar Confidential: YELLOWYELLOW
CONEXPO Overview
Note:
This communication provides detailed product support material and is for CatField Reps and Dealer personnel information purposes only. The intention of
this material is to be used for training purposes only and is not to be includedin any messaging presentations.
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GENERATIONS AHEAD 2Caterpillar Confidential: YELLOWYELLOW
CONEXPO Overview
• Cat machine trade press event: 3/19
– AM: Machine product overviews
– Lunch: Product Fair – PM: Tier 4 presentation (Gosselin, Utley, Finnerty)
• Cat CT660 vocational truck trade press event, 3/20
• Show worker training & Generations Park ribbon cutting:3/21
• CONEXPO Show Dates: 3/22 – 3/26
– Total attendance:
– Cat exhibits:
• North Hall machine exhibit
• Generations Park, Gold Lot• South Hall: Cat/Perkins Industrial Engines and OEM Solutions
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GENERATIONS AHEAD 3Caterpillar Confidential: YELLOWYELLOW
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GENERATIONS AHEAD 4Caterpillar Confidential: YELLOWYELLOW
Machines onDisplay at CONEXPO
1055 4 7.1
24 4 4.4 ,
2593 4 ( )
304 4
907 4 ( )
305.5 4
775 4 27
980 4 13
627 4 9.3/13
336 4 9.3
950 4 7.1
1402 4 9.3
8 4 15
6 4 9.3
320 4 6.6 ( )
7 4 9.3
Tier 4 Machines
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GENERATIONS AHEAD 5Caterpillar Confidential: YELLOWYELLOW
Caterpillar North Hall Exhibit
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GENERATIONS AHEAD 6Caterpillar Confidential: YELLOWYELLOW
775G Tier 4 Final QCT
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GENERATIONS AHEAD 8Caterpillar Confidential: YELLOWYELLOW
Tier 4 Interim Competitor Technology
Engine with
no EGR
DEF Catalyst
•Caterpillar•Cummins / Komatsu•Volvo CE
•Deere•Isuzu/Hitachi
•Doosan•Liebherr
•Scania- Terex / Doosan
•Fiat Powertrain- Case / New Holland / Kobelco•MTU / Mercedes
•Sisu•Volvo Penta
Engine withEGR NOxreduction
JCB
Engine withEGR NOx
reduction
PMAftertreatment
DEFTank,
Pump, &Doser
Major machine engine competitorsusing similar technologies
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GENERATIONS AHEAD 9Caterpillar Confidential: YELLOWYELLOW
Tier 4 Final Competitive Landscape
Engine withEGR NOxreduction
SCR Catalyst
Engine withEGR NOx
reduction
PMAftertreatment
• Major machine engine competitorsutilizing similar technologies
• EU competitors attempting no DPFaccepting trade-offs in performance
SCR Catalyst
DEFTank, Pump,and Doser
DEFTank, Pump,and Doser
•Caterpillar•Cummins- Komatsu
•Volvo CE•Deere•Isuzu- Hitachi•Doosan•Liebherr
•Scania- Terex / Doosan•Fiat Powertrain- Case / New Holland /Kobelco
•MTU / Mercedes•Sisu•Volvo Penta
Note: all attempting no PM aftertreatment
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GENERATIONS AHEAD 10
• Cat had largest display of Tier 4 machines
– 15 Tier 4 Interim, 1 Tier 4 Final (only manufacturer with Tier 4F machine)
• Major machine competitors Volvo, Deere/Hitachi, Komatsu - no surprises
– Tier 4I and likely Tier 4F technology plans as expected – Demonstrates EGR, DOC/DPF (w/SCR) best choice for broadest application range
– Packaging complexity and space constraints evident with no consistency
• CAT CEM solution common across all platforms
• Case Tier 4I SCR only technology (FPT) promoting “bolt on/Off” strategy thatenables them to easily migrate to LRC
– Remove SCR and reflash ECM to Tier 2 calibration
• European competitors Scania, FPT, and MTU using SCR only at Tier 4 Interim
– No clear installation advantage over EGR w/DOC/DPF technology
– Adding EGR and attempting no DPF for Tier 4 Final
– Will drive restricted rating range and rated speed
• Cat and Cummins announced Tier 4 Final plans using SCR
– Cummins with two Tier 4 Final engine displays
– Cummins attempting no DPF on 3-9 L platforms (“Compact Catalyst = DOC)
• Chinese manufacturers had large presence, but minimal customer interest
– LiuGong only manufacturer with Tier 4I machine on display (Cummins 6.7L)
Points of Interest from ConExpo
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GENERATIONS AHEAD 11
Cummins Tier 4 Interim
ISX/QSX 15 L
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GENERATIONS AHEAD 12
Komatsu Tier 4 Interim Engine
DOC/DPF
DOC/DPF
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GENERATIONS AHEAD 13
CumminsTier 4F QSL 9L
Tier 4F QSX 15L
• Tier 4F (11.9/15L) = EGR, DOC/DPF w/dosing regen (Tier 4I) + SCR – Cummins Compact Catalyst on 9L (flow-through DOC), passive w/no DPF
– 11.9L and 15L as expected, similar technology and packaging to Cat
• No indication whether Komatsu will adopt 9L technology within platform
DOC
SCR Catalyst
DOC/DPF
SCR Catalyst
Dosing
Regen
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GENERATIONS AHEAD 14
Deere Tier 4 Interim 13.5 PSX
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GENERATIONS AHEAD 15
Deere 844K WL
DOC/DPF
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GENERATIONS AHEAD 16
Deere 672GP MG
DOC/DPF
DOC/DPF
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GENERATIONS AHEAD 17
DOC/DPF
DOC/DPF
Deere 644 “Hybrid” Electric Drive WL
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GENERATIONS AHEAD 18
Deere 755K TTT
DOC/DPF DOC/DPF
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GENERATIONS AHEAD 19
Volvo D13 Tier 4 Interim Engine
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GENERATIONS AHEAD 20
Volvo L250G WL
DOC/DPF
DOC/DPF
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GENERATIONS AHEAD 21
Volvo A40F FS AT
DOC/DPF
DOC/DPF
DOC/DPF
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GENERATIONS AHEAD 22
Deutz Tier 4 Final
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GENERATIONS AHEAD 23
Volvo MG
w/ Deutz 8L Engine
DOC/DPF
Burner/DoserRegen
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GENERATIONS AHEAD 24
Scania 13 L Tier 4 Interim
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GENERATIONS AHEAD 25
Doosan DL450 WLSCR Catalyst
Hydrolysis
Catalyst
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GENERATIONS AHEAD 26
SCR Catalyst
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GENERATIONS AHEAD 27
Case 921F X WL
SCR Catalyst
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GENERATIONS AHEAD 28
Fiat Powertrain C13
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GENERATIONS AHEAD 29
A Busy Day in the XCMG Exhibit
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GENERATIONS AHEAD 30
Shantui
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GENERATIONS AHEAD 31
1.0
1.0
T4I + EGR,
attemptingno DPF
None
No DPF
SCR only
ElectronicWastegate
CR
Tier 4I + SCR
T4I + EGR,
attemptingno DPFT4I + SCRT4I + SCR
T4I + SCR,
DosingRegen?
T4I + SCR(9L no DPF)T4I + SCRTier 4 Final Plan
N/A1.03.58.911.418.234.0Global Market Share (%)
1.0
None
No DPF
SCR only
Single (I6)Series (Vee)Wastegate
CR (Bosch)
6.4
Dosing
DOC/DPF
HPL EGR
VGT
CR
16.1
Burner(Thermal
Regenerator)
CDPF
HPL EGR
VNT
EUI
11.4
Dosing
DOC/DPF
HPL EGR
VNT
CR
N/A
Burner/Doser
combination
DOC/DPF
EGR
ElectronicWastegate
CR
(8L)
DosingCRSActive Regen System
CR (9)EUI (13)
CR (9.3)MEUI (13–18)Fuel System
VGT w/fixed
series turbo(series
option on 9L)AsymmetricTurbocharger
41.5
DOC/DPF
HPL EGR
10.1HRC Market Share (%)
DOC/DPFPM Reduction
HPL EGRNOx Reduction
Attribute
• Corporate WSA data based on 2009 PINS
• Case/New Holland (Global Market Share 5.9%) Tier 4 Interim SCR only on >100 hp machines
and CEGR/DOC-DPF solutions on
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GENERATIONS AHEAD 32
• Major machine competitors using similar engine emissionstechnology
• European commercial competitors using SCR only at Tier 4I
– Adding EGR and attempting no PM aftertreatment at Tier 4F – Acknowledge performance risks and trade-offs at Tier 4F
• Competitive Tier 4 Interim Machine Installations
– Unique installations - Little evidence of platforming
– Full engine compartments
• Competitors will be forced to mount SCR systems externally – Aftertreatment mounting robustness also varies
• Summary
– Cummins 9L Tier 4F solution with no DPF of significance
– Caterpillar well-positioned to meet customer expectations across allengine applications
– Opportunity for differentiation at both Tier 4I and 4F:
• Productivity and fuel consumption gains via integration
• Design and validation rigor in delivering reliable product
Tier 4 Final Competitive Landscape Summary
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GENERATIONS AHEAD 33Caterpillar Confidential: YELLOWYELLOW
Generations Park
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GENERATIONS AHEAD 34Caterpillar Confidential: YELLOWYELLOW
336E Tier 4 Interim HEX
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