Automatic Transmission Fluids 08-27-03 AT100-001

Automatic Transmission Fluids Agenda Function and Formulation of ATF AT Market Drivers AT Designs North American OEM Updates Summary 08-12-08 ATTemp-009

Mechanics Automatic Transmission Technology or torque converter Driveline image courtesy of www.HowStuffWorks.com 10-30-08 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 AT101-042

Function of ATF ATF Performance -ANTI-SHUDDER -OXIDATIVE STABILITY -COMPONENT COMPATIBILITY 10-30-08 AT102-003

Formulation of an ATF Higher severity No Group I base oils allowed! Group II, II+ and III base oils Predominately Group II+ & III Base Fluid Shear stability VM Next generation performance Shudder resistant Performance Additive 05-21-07 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 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 AT103-016

Formulation of an ATF Dialing in the Correct Friction Performance High Static Durability High Static Friction FM 4 FM 5 Medium Static Friction & Stability Anti-shudder Durability HIGH µ FM 6 FM 2 Detergent Low Static Durability FM 3 LOW µ Friction Stability FM 1 Low Static & Torque Converter Shudder FM 1A Running in & Shift Quality Mixtures of high μ and low μ are customized for a variety of friction materials. 02-10-09 AT103-017

ATF Market Trends 02-28-03 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 AT116-042

Market Trends of ATF CAFE Cost to OEM Heightened pressure to increase light-duty 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 AT116-043

Market Trends of ATF Fuel Economy Contribution of AT 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 10-30-08 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 AT116-045

Automatic Transmission Fluids Two Main Product Types Standard Viscosity (>6.8 cSt) Chrysler ATF+4 Ford Mercon V Toyota T-IV Honda Z-1 Nissan Matic-J Low Viscosity (5.5 – 6.5 cSt) MB NAG-2 Ford Mercon SP Ford LV GM Dexron-VI Toyota WS 05-21-07 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) 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 09-28-05 AT116-020

Market Trends of ATF Transmission Designs Efficiencies Improving Fuel Economy AI-May 2002 AEI-May 2002 04-08-05 AT116-030

North America Japan and Korea Driveline Hardware, Fluid and Market Driver Overview Overview of Driveline Components Estimated Global Market Share (%) for Transmission Types Transmission Type 2005 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 2 3 02-10-09 AT116-060

Formulation of an ATF Unique Automatic Transmission Fluid Component ATF CVT (versus ATF) DCT (versus ATF) Friction modifiers Anti-wear Oxidation inhibitors Detergent/dispersants Corrosion inhibitors Seal swell agents Anti-foam Paper on steel Steel-on-steel (Paper on steel) EP/AW similar to MTF Similar to ATF Need improved anti-foam Paper on steel but very strong anti-shudder performance for wet start clutch EP/AW similar to MTF (synchronizers, more bearings than ATF) Viscosity modifier Very high shear stability More shear stable than ATF Red dye Not included in CVTF Not usually included in DCTF 02-10-09 AT103-002

ATF Specification Update SF and OEM FF 02-10-09 ATTemp-027

Automatic Transmission Fluids Specification Timeline 2004 Upgraded MERCON & MERCON-V Released MERCON-SP 1992 Revised MERCON Ford 2005 MERCON-C 1987 MERCON 1995 MERCON-V Type A/B Type F/G 2007 MERCON LV 1950 1960 1970 1980 1990 2000 2010 1990 DEXRON-IIE 1997 DEXRON -IIIG 2005 DEXRON-VI 1967 DEXRON 1957 TASA 1973 DEXRON-IID 1993 DEXRON-IIIF 2003 DEXRON-IIIH General Motors 1995 DEXRON-IV (never formally released) 10-30-08 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 Service Fill (SF) DEXRON VI Obsolete SF Specs Dex II (sold in Europe and Latin America) Dex IIIG (Dec 2006) Dex IIIH (Dec 2007) 08-13-08 AT110-053

Ford Motor ATF Specifications Service Fill (SF) MERCON LV (FWD) MERCON V Each additive supplier allowed single DI Lubrizol 9680 series MERCON SP RWD 5 and 6 speed Obsolete SF Specs MERCON (July 1, 2007) Factory Fill (FF) since 2007 MERCON LV Low viscosity fluid (6.0 cSt) Improved low temp performance, shear and friction stability 02-10-09 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 AT115-022

Asia-Pacific OEM Highlights Toyota ATF: T-IV (4/5 speed ATs, 7 cSt) WS (6 speed ATs, 5.5 cSt) CVTF: TC Honda ATF: Z-1 (7 cSt) CVTF: HMMF Nissan ATF: Matic J (7 cSt) CVTF: NS-2 DCTF: new Hyundai ATF: SP-III (7 cSt) CVTF: coming Mistubishi CVTF: SP-III 08-13-08 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 AT122-034

Lubrizol SF ATFs Dex IID Dex III Mercon Old Merc V Ccurrent Merc V ZF/Voith /MAN JASO Zone 1 9636G  9678 9680 9684 Zone 2 7907 9679 Zone 4 1067 02-10-09 AT124-047

Market Trends of ATF Summary of Global ATF Trends 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 08-12-08 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 AT116-057