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The latest data on the total mix of materials in North American light vehicles is
shown below
2010 Light Vehicle Content Pounds and
Percent
Flat Rolled Steel
Other Steel
838, 21.9%
Aluminumm
103, 3% 1628, 42%
Iron
52, 1%
Copper
305, 7.9%
Other Metals
1. Other steel is primarily
All other Materials long products (rod, bar and
structural shapes)
330, 8.6% 606, 15.6% 2. Other metals are lead, zinc,
magnesium, titanium,
platinum and other precious
metals
Total of 3,863 Pounds 3. Other materials are polymers,
glass, rubber, textiles, wood,
Historical Curb weight estimates have been raised. coatings and fluids such as
This has forced us to lower the historical share for aluminum, oil and gasoline
and slightly raise our estimates for flat rolled steel
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The shift to more unibody vehicles will cost the steel industry over 500 pounds per vehicle or 20%,
but the impact on aluminum is less than 10 pounds per vehicle or 3%
North America Light Vehicle Body Architecture
90
Full Frame Unibody 78.9 79.5 79.8 80
80 73.7 72.8 73.7 76.2 77.6
70 65.8 65.7
62.3
59.3 59.9 59.5 57.9 57.7
60
Percent
50
40
30
20
10
0
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
4,050 LBS Impact of Architecture alone 3,775 LBS
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Segment Share of 2012 NA Vehicle Production
A-Segment
0%
B-Segment
4%
Percent of aluminum weight???
Full-Size Full-Frame
Compact Full-Frame 19%
3% C-Segment
23%
Mini Full-Frame
0%
E-Segment
15%
D-Segment
36%
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Aluminum Suspension Arm Aluminum Steering Knuckle
____ Million in 2012 ____ Million in 2012
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The differential “carrier” is the outside
protective housing of the entire differential
and rear axle assembly.
It is the part exposed to the outside
environment.
In North America, the differential “case” is the
part inside the differential carrier that houses
the gear
Front differential carriers are HPDC
aluminum. Rears are permanent mold
This part can weigh up to 16 pounds
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Ladder frame
Ladder frame
weighs 500 pounds
Cab weighs
Closures weigh over 500 pounds
over 300 pounds
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Low volume aluminum components have now become high volume components
25% of all the bumper beams
used in 2012 will be aluminum
Over 20 million aluminum 32% of all the light vehicles assembled
powertrain mounts in North America in 2012 will use
will be used in the 2012 an aluminum hood
light vehicles.
These parts can be cast,
extruded or forged
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2012 NA Light Vehicle Curb Weight
A-Segment 2397.5
B-Segment 2721
C-Segment 2867.3
D-Segment 3597.4
Unibody Average 3,480
E-Segment 4320.9
Compact /Mini Full-Frame 3718
Full-Size Full-Frame 5115.2
Full Frame Average 4,902
Unibody & FF Average 3,798
0 1,000 2,000 3,000 4,000 5,000 6,000
Pounds per Vehicle
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Ducker Worldwide --- Estimates of Aluminum Content in Light Vehicles
GM Share of 2012 NA Total
Closures 25%
Bumpers 29%
Subframes 20%
Knuckles 40%
Control Arms 34%
Drive Shafts 31%
Transfer Cases 37%
Wheels 23%
Heads 24%
Blocks 20%
Total Vehicles 23%
0% 10% 20% 30% 40% 50%
Source: Ducker 2011
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Ducker Worldwide – Estimates of Light Vehicle Aluminum Content
100
93.2
90 GM 2012 Aluminum Content per Light Vehicle
80 By Component and System
70
Pounds per Vehicle
57.9
60 56
50 45.3 44.7
40
30
20 13.7 14
11.1
9.3 7.6
10 4.6 3.7
2.2 1.6 2.8
0.2
0
Source: Ducker 2011
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Ducker Worldwide ---- Estimates of Light Vehicle Aluminum Content
2012 GM Pounds of Aluminum per Vehicle
GMC Yukon(GMT922) 415.49
GMC Sierra(GMT902) 354.35
GMC Sierra HD(GMT912) 344.21
GMC Savana(GMT610) 299.10
Chevrolet Tahoe(GMT921) 422.73
Chevrolet Suburban(GMT931) 436.49 Ducker expects
Chevrolet Silverado(GMT901) 378.25
Chevrolet Silverado HD(GMT911) 311.02 the 2012 GM
Chevrolet Express(GMT610) 299.21 average to be
Chevrolet Avalanche(GMT941) 408.14
Cadillac Escalade(GMT926) 424.71 between 365 lbs.
Cadillac Escalade EXT(GMT946) 429.92
Cadillac Escalade ESV(GMT936) 424.55 and 370 lbs.
GMC Acadia(GMT968) 425.67
Chevrolet Traverse(GMT561) 437.52 per vehicle
Chevrolet Impala(GMX211) 429.26
Cadillac XTS(P1LL) 405.82
Cadillac CTS(GMX322) 508.02
Cadillac CTS Sport Wagon(GMX206) 415.78
Buick Enclave(GMT967) 425.67
Chevrolet Camaro(GMX521) 465.42
Saab 9-4X(GMT168) 403.58
GMC Terrain(GMT177) 382.84
Chevrolet Equinox(GMT172) 391.03 The North American
Chevrolet Captiva Sport(GMT311) 375.03
Cadillac SRX(GMT166) 438.04 average is expected
Cadillac CTS Coupe(GMX226) 418.21 to be between 342 lbs.
Chevrolet Malibu(GMX351) 382.67
Buick Regal(GMX350) 271.00 and 345 lbs. per
Buick LaCrosse(GMX353) 448.01
Opel Ampera(D1JOI) 340.41 vehicle in 2012
Chevrolet Volt(D1JCI) 346.37
Chevrolet Cruze(D1SC) 266.63
Chevrolet Corvette(GMX245) 501.40
Cadillac ATS(A1SL) 358.87
Buick Verano(D1SB) 327.07
GMC Canyon(GMT355) 276.15
Chevrolet Colorado(GMT355) 283.87
Chevrolet Sonic(G1SC) 252.49
Chevrolet B-CUV(G1UC) 222.66
Chevrolet Aveo(T250/T255) 220.09
Ducker: Ducker 2011 - 100.00 200.00 300.00 400.00 500.00 600.00
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After a short period of slow growth, North American Light Vehicle aluminum
content growth will take a large step back toward the long term trend line in 2012
450
Aluminum Pounds per Light Vehicle
400 393
History and Forecast 373
350 343 Forecast
330
316 325
295
300
Pounds
275
258
242
250
224
202
200 183
165
150
150 137 141
130
114
100 87
50
0
1975 1980 1985 1990 1995 2000 2005 2010 2015
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Aluminum content in North America will increase from 9% today to 16% by 2025
2010 2015
22% 23%
Ferrous Ferrous
4% Aluminum 4% Aluminum
65.4% Other Metals 62.5% Other Metals
8.6% Non Metallics 10.5% Non Metallics
3863 Pounds +/- 25 3,725 Pounds +/- 50
2025 Announced Plan for European
Luxury Sedans
25% Ferrous
18%
Aluminum Ferrous
45%
Light Metals
5% 54% Other Metals 15%
Non Metallics Polymers
16%
All other
22%
3520 Pounds +/- 80
3,700 Pounds +/- 100
Excludes Secondary Weight Savings
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The substitution of Iron and Steel with Aluminum will be the most important driver
in future curb weight reduction excluding secondary weight savings
3000
Measuring Curb Weight is imprecise,
4,100 but no matter how it is measured
2539 the trend is down
2500 4,000
2394
- 25% 3,900 Curb Weight One
3,800
Pounds per Vehicle
Curb Weight Two
2000 3,700
1905 3,600 Linear (Curb
3,500 Weight One)
A 10%-15%% decline over Linear (Curb
3,400
1500 20 years is expected Weight Two)
3,300
3,200
2005 2010 2015 2025
1000
900
839 856 2010
+ 65%
550 2015
500
390
2025
330
155 160 165
0
Ferrous Aluminum Other Metals Non Metallics
Material content in North American Light Vehicles
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Future Curb Weight
4000
3900 3,867 lbs.
Saves
Vehicle Mix and Footprint
Curb Weight in Pounds
3800 84 pounds
Materials
3700
259 pounds
3600
3500 A 500 pound (13%) decrease in curb weight 170 pounds
3400 without sacrificing comfort, safety or
performance can be accomplished
3300 3,350 lbs.
3200
3100
3000
2010
2009 2012 2015 2025
Vehicle Mix Material Substitution Secondary Savings and Engine Resizeing