The simultaneous emergence of four megatrends - electrification, automated driving, connectivity, and shared mobility are making it more difficult for manufacturers to forecast trends to guide them in investment and development.
This report examines current trends influencing the design of automotive transmissions for light duty vehicles and offers educated predictions of how these might play out by 2030.
Over the next several years, if not decades, the industry will likely continue to develop a wide variety of transmissions to support both traditional and electric powertrain technologies.
So what transmission development trends should companies focus on to be sure they remain competitive in the rapidly shifting global markets?
Five key strategic questions on the future of automotive transmissions:
- 1. What is the probability that the emissions and fuel economy regulations projected for 2025 through 2030 will remain as currently envisioned? If they change, in what direction?
- 2. Will the current trend of downspeeding to optimize the operating range of the ICE continue?
- 3. How will electrification impact the development of the transmission?
- 4. Will electrified powertrains demand significantly different development paths for hybrid and full EVs?
- 5. What is the likelihood that a significant technical disruptor will be introduced in the next few years, significant enough and early enough to change the outcome predicted by the consensus view by 2030, all other factors remaining equal?
What this report offers:
This report explores possible answers to these and other key questions, and attempts to assign probabilities to the outcomes. The purpose of these probabilities is not to attempt to predict the future so much as imagine the possibilities available, and attempt to do so with as much insight as is possible today. The focus of the report is understanding the trends behind current developments and extracting insights to help the reader plan and make sense of the rapidly changing environment for automotive transmission manufacturers and suppliers.
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What the experts say:
Dr Joerg Gindele, Senior Director of Core Engineering, Magna Powertrain
“Multispeed transmissions will still be required, even with the move towards electric vehicles. Non-hybrid combustion engines now have up to ten gears, and in mild and full hybrids it still makes sense to have seven speeds”
Prof. Dr. Leopold Mikulic, Managing Director of Mikulic Consulting
“By 2030, it's likely that electrified CVTs and AMTs with integrated electric motors will gain market share in the more cost-sensitive volume segments”
Larry Nitz, Executive Director of Global Propulsion Systems, General Motors
“Combustion engines and multi-gear / CVT transmissions will retain significant market share, but by 2030 most will have significant connected and electrified content for regenerative braking, load shifting and EV driving”
Professor Dr.-Ing. Stefan Pischinger President & CEO, FEV Group
“ICE-only drives will still require multispeed transmissions in 2030. Multispeed transmissions will also gain market share in BEVs seeking to improve efficiencies across the operating range”
Carsten Weber, manager of Engine and Powertrain Systems, Ford
“The role of transmissions will change. Instead of being the element that adjusts torque and speed between engine and wheel, they will become intelligent performance distributors that manage energy consumption, emissions and driving behavior”
Oscar Sarmiento, Head of Engineering, Japan, Continental
“Electrification will further push CVT applications in vehicles with large comfort demands for megacities”
Table of Contents
Chapter 1: Introduction
- 1.1. The automotive industry's assessment: Is there consensus on the future of the transmission?
- 1.2. Key questions uncertainties and trends
- 1.3. What do the opinion leaders have to say?
- 1.3.1. Magna's Dr Joerg Gindele on opportunities for multi-speed transmissions
- 1.3.2. GWM's Gerhard Henning and application-specific growth
- 1.3.3. Prof. Dr. Leopold Mikulic sees growth in CVTs and AMTs
- 1.3.4. GM's Larry Nitz and connected transmissions
- 1.3.5. FEV's Professor Dr.-Ing. Stefan Pischinger on multi-speed transmissions and CVTs
- 1.3.6. Ford's Carsten Weber on intelligent performance and transmissions
- 1.3.7. BMW's Peter Quintus on MT and M applications
- 1.3.8. Porsche's Gerd Bofinger and a transmissions portfolio
- 1.3.9. Nissan's Toshihiro Hirai hybrid vision
- 1.3.10. Will any current transmissions disappear by 2030?
- 1.4. The industry's best-fit consensus view
Chapter 2: Developing transmissions that cut emissions
- 2.1. What will global emissions regulations look like in 2030?
- 2.2. Global warming demands action: the cost of cleaner technologies
- 2.3. A US case study on the cost vs benefit of green technologies
- 2.4. Making every Joule count: optimising the ICE energy balance
- 2.5. Chapter 2 summary - forecasts and uncertainties
Chapter 3: Arguing the technology: From MTs to transmissions for automated and connected cars
- 3.1. Unlocking the potential of downspeeding with more ratios
- 3.2. When is enough too much: what is the optimum number of gears?
- 3.3. Is there life left in the manual transmission?
- 3.3.1. How a family of transmissions cuts costs
- 3.4. Automating the manual transmission
- 3.5. Applying novel e-clutch solutions to automate the MT
- 3.6. Can the AT beat the MT at the efficiency game?
- 3.7. Possibility of DCTs challenging the AT market in America?
- 3.8. CVTs can still improve ICEs' efficiency
- 3.8.1. The technologies driving modern CVTs
- 3.9. Designing transmissions for connected and autonomous vehicles
- 3.9.1. Connectivity and smart shifting
- 3.10. Chapter 3 summary - forecasts and uncertainties
Chapter 4: Re-defining the transmission's role in an electrified future
- 4.1. Full electric vehicle transmissions and efficiency
- 4.2. Is there a case to be made for unique micro and mild hybrid transmissions?
- 4.3. Who is doing what? Solutions for full hybrid EV transmissions
- 4.4. Chapter 4 - forecasts and uncertainties
Chapter 5: OEMs place their bets on future trends
- 5.1. Collaboration gives two US companies the best of both worlds heading to 2030
- 5.1.1. GM's transmission plans
- 5.1.2. Ford's transmission strategy
- 5.2. BMW adopts different approaches to efficiency and driver experience
- 5.2.1. Fine-tuning the DCT
- 5.2.2. BMW's high performance 8G45. AT
- 5.3. Toyota's TNGA platform and the future of the company's transmissions
- 5.4. Honda's compact, high performing 10. speed transverse AT
- 5.5. Hyundai's Smartstream 8AT focuses on efficiency and fuel economy
- 5.6. New technologies demand unique solutions: Nissan's variable compression engine and Jatco's CVT8
- 5.7. What does Chrysler's first DHT reveal about the company's plans for transmissions in an electrified future?
- 5.7.1. An ICE, two motors and four driving operations define the eFlite DHT
- 5.8. Chapter 5 summary - forecasts and uncertainties
Chapter 6: Transmissions for the Chinese market: A perspective on the challenges
- 6.1. Chinese drivers demand unique solutions
- 6.2. How will China's NEV program impact transmission development?
- 6.3. Chapter 6 summary - forecasts and uncertainties
Chapter 7: What will the transmission market look like in 2030?
- 7.1. What impact will electrification have on the transmission market in 2030?
- 7.2. Global transmission sales by the numbers
- 7.3. Chapter 7 summary - forecasts and uncertainties
Chapter 8: New transmission technologies
- 8.1. Ricardo's novel approach to replacing the MT
- 8.2. ZF's AWD electrified drivetrain refines AMT gearshifts
- 8.3. Revolutionary CVTs set to make their mark by 2030
- 8.3.1. Beltless CVT cuts efficiency losses
- 8.3.2. An efficient CVT for EVs?
- 8.4. A modular hybrid transmission concept for AT, 48V, HEV and PHEV
- 8.4.1. Compact longitudinal hybrid concept
- 8.5. The key to 48-volt full-time EV lies with the transmission
- 8.6. Chapter 8 summary - forecasts and uncertainties
Chapter 9: Looking past 2030: The next 20 years of the transmission
- 9.1. The impact of electrification and the high road scenario on transmission development
- 9.2. Low road scenario - technology and electrification take a breather
- 9.3. Chapter 9 summary - forecasts and uncertainties
Addendum A: Low viscosity universal fluids as a solution for e-mobility applications
- Transmission fluids already follow the path of least resistance to lower viscosities
- Can a low viscosity universal transmission fluid dominate the market?
Addendum B: Handy facts about key transmission suppliers
Table of figures
- Figure 1.1: These shifts in technology dictate the powertrain's evolution
- Figure 1.2: Breaking down the role of the transmission in future powertrain architectures
- Figure 1.3: Which transmission will have disappeared from the global market in 15 years?
- Figure 2.1: Major markets' 2030 CO2 emissions regulations at a glance
- Figure 2.2: This graph indicates manufacturers could afford the cost of lower CO2 emissions
- Figure 2.3: A cost vs. benefit curve to guide investment in green technologies
- Figure 2.4: This gasoline engine energy balance explains the need for more gears
- Figure 3.1: New technologies demand increased ratio coverage
- Figure 3.2: Technologically advanced powertrains thrive on more speeds
- Figure 3.3: AMT functions that would never have been possible without an e-clutch
- Figure 3.4: Selecting the level of automation is easy with an e-clutch
- Figure 3.5: Is this EPA view of the US transmission market believable?
- Figure 3.6: Improved CVTs are quietly increasing market share
- Figure 4.1: Do OEMs electrification timeline reveal their transmission strategies?
- Figure 4.2: Efficiency maps prove three is better than a single speed
- Figure 4.3: IHS forecast DHTs will dominate by 2030
- Figure 4.4: Should OEMs reconsider DHTs?
- Figure 5.1: A quick guide to BMW group's transverse transmissions
- Figure 5.2: BMW's transverse transmission strategy in numbers
- Figure 5.3: BMW's AGS adaptive transmission control
- Figure 5.4: Customization of the Getrag 7DCT300 for BMW
- Figure 5.5: The makings of a high-performance 8-speed AT
- Figure 5.6: Cross-section shows ingenuity of Toyota's UA80 design
- Figure 5.7: Schematic of Honda's rationale for the 10AT design
- Figure 5.8: The ‘trick' that produced a compact 10-speed AT
- Figure 5.9: Key details of Honda's new 10-speed
- Figure 5.10: Comparing the 10AT's efficiency to the opposition's 8- and 9-speeds
- Figure 5.11: How many gears can Honda's 10AT skip shift?
- Figure 5.12: Breakdown of the losses in an 8-speed AT
- Figure 5.13: The inner workings of Hyundai's multi-disc lockup clutch and 3-way convertor
- Figure 5.14: Hyundai's four steps to an efficient AT
- Figure 5.15: Hyundai's shift strategy
- Figure 5.16: Accurate modelling highlights transmission errors and cuts NVH
- Figure 5.17: Hyundai's transmission lineup : implications for the future
- Figure 5.18: Designing a novel CVT to compliment a VCR engine
- Figure 5.19: Jatco's solution to the standing-start acceleration challenge
- Figure 5.20: These curves explain why lockup control holds the secret to smooth overtaking maneuvers
- Figure 5.21: Compact, yet complex: Chrysler's compact dual motor DHT
- Figure 5.22: Flexible electric-only power flow using single or dual motor-drive
- Figure 5.23: Reverse is electric-only in the Pacifica
- Figure 5.24: The power flow shows the hybrid-drive with one motor and the ICE
- Figure 5.25: Interesting power flow facilitates ICE stop-start operation
- Figure 5.26: A detailed look at the one way clutch, key to controlling the power flow
- Figure 6.1: The reasons Chinese consumers are not happy with their transmissions
- Figure 6.2: In an uncertain Chinese market a flexible 8 Mode DHT could be a solution
- Figure 7.1: This is why a homogenous consensus view is difficult: A map showing regional preferences
- Figure 7.2: Global Electrification Trends: Time to rethink the EV market?
- Figure 7.3: Technology determines the difference between the high and the low road in plugin sales in 2030
- Figure 7.4: The winners and losers in global transmission sales
- Figure 8.1: The dual transmission power-flow
- Figure 8.2: Schematic of the dual transmission in action
- Figure 8.3: Torque output versus shift times explains the smooth gear changes
- Figure 8.4: A variator design that eliminates the belt-drive
- Figure 8.5: From 75 to 95 percent - the impact of speed and load on electric motor efficiency
- Figure 8.6: Varibox's RADIALcvt design
- Figure 8.7: A modular transmission design for all occasions
- Figure 8.8: In this transmission simply adding modules creates unique solutions
- Figure 8.9: Range of tractive force across modes
- Figure 8.10: Modular transmission potential cost-savings
- Figure 8.11: Future Hybrid-inspired longitudinal transmission
- Figure 8.12: Novel transmission for a 48V fulltime EV
- Figure 9.1: What does the picture look like after 2030
- Figure A1: The lifeblood of the modern transmission: current requirements
- Figure A2: Will a universal fluid ever provide acceptable friction control?
- Figure A3: The case for novel universal electrified transmission fluids
- Figure A4: Conductivity curves for conventional fluids and electrified transmission
Table of tables
- Table 2.1: Summary of key emissions questions with probabilities of occurring
- Table 3.1: The Indian market fuels the growing list of AMT equipped vehicles
- Table 3.2: Summary of key questions for transmission-type market shares with probabilities of occurring
- Table 4.1: Summary of key questions regarding the impact of electrification with probabilities of occurring
- Table 5.1: Smart collaboration covers everything from the Camaro ZL1 to the F150
- Table 5.2: A sign of the times: 75% of GM's transmissions will have more than 9 speeds by 2021
- Table 5.3: Specifications of Honda 10-speed
- Table 5.4: Hyundai's specifications demonstrate the flexible design
- Table 5.5: Summary of key questions regarding current-trend disruptors with probabilities of occurring
- Table 6.1: Summary of key questions regarding uncertainties in the Chinese transmission market with probabilities of occurring
- Table 7.1: Summary of key questions regarding uncertainties of the key market drivers with probabilities of occurring
- Table 8.1: Component ‘add and delete' costs show promise for the dual transmission
- Table 8.2: Comparisons of number of common parts
- Table 8.3: Flexibility and performance across modular variants
- Table 8.4: Shift elements for eight forward driving PH modes
- Table 8.5: Specifications of a multi-speed 48V EV powertrain
- Table 8.6: Summarized forecast and questions around future transmission technologies with probabilities of occurring
- Table 9.1: Summary of key questions regarding uncertainties of key market drivers post 2030 with probabilities of occurring
- Table A1: Arguments for and against universal and dedicated fluids