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Chile July 2008

Barry Haigh
Technical Support WW Aftermarket
Agenda
ƒ Cummins Turbo Technologies Overview
ƒ Turbochargers
ƒ Failure Diagnosis
ƒ Counterfeit Turbochargers
ƒ Technology
Introduction to Cummins
Turbo Technologies
Cummins Turbo Technologies Overview

ƒ Cummins Turbo Technologies is an autonomous Business Unit


of Cummins Inc
ƒ We are the leading designer and manufacturer of turbochargers
for diesel and gas-derivative engines above 3 litres
ƒ We have over 2,500 employees globally
ƒ Headquartered in the UK with global manufacturing facilities in;
Brazil, China, Europe, India and USA along with dedicated
technical centres in UK and China
Global Customers:
Market Drivers:

ƒ The commercial turbocharger market has seen steady


growth over the past few years. This is expected to continue
into the next decade and beyond

ƒ Growth is driven by increasingly stringent government


emissions legislation worldwide

ƒ Turbocharging technology is seen as a key tool in enabling


engine manufacturers to meet these strict criteria
Emission Regulations:
On-highway, heavy duty emissions legislation by country
and date of introduction

Date of Introduction
NOx PM
g/kW.h g/kW.h Australia Brazil China EU India Japan Korea Russia USA

Euro 2 7.00 0.250 2005 1996 2005

Euro 3 5.00 0.100 2002 2004 2008 2000 2010 2005 2008

Euro 4 3.50 0.020 2006 2009 2010 2005 2010 2010

Euro 5 2.00 0.020 2014 2008

US04* 2.70 0.130 2004

US07* 0.27 0.013 2007

US10* 0.27 0.013 2010

Japan 05 0.25 0.015 2005


*US limits converted from g/hp.hr to g/kW.h for comparison. US07 legislation requires that 50% of engines a manufacturer produces should
meet the US10 NOx requirements
Product Focus:

ƒ Cummins Turbo Technologies has developed advanced


turbocharging technologies to enable engine manufactures to
meet these strict emissions criteria

ƒ Can offer a portfolio of technology to meet our strategic


customers’ target markets:
ƒ Holset VGT with electric actuation
TM

ƒ Turbocompound System
ƒ Serial 2 Stage
Product Plan
A Global Presence
USA – Charleston Palmetto UK - Huddersfield
Holland - Amersfoort
Manufacturing Headquarters
Aftermarket
USA - Columbus Technical Centre
Customer Support Manufacturing
Aftermarket

USA - Memphis
Aftermarket

China – Wuxi
USA – Charleston Leeds Ave Manufacturing
Manufacturing Technical Centre
Aftermarket

India - Pune
Customer Support
Brazil - Sao Paulo
Manufacturing
India - Dewas
Aftermarket
Manufacturing
Aftermarket
A Global Presence
USA – Charleston Palmetto UK - Huddersfield
Holland - Amersfoort
236 people 1,042 People
11 People
USA - Columbus
38 People

USA - Memphis
7 People

China – Wuxi
USA – Charleston Leeds Ave 449 People
551 people

India - Pune
50 People
Brazil - Sao Paulo
32 People
India - Dewas
221 People
A Global Presence with Increasing Capacity
USA – Charleston Palmetto UK - Huddersfield
370k Capacity 450k Capacity

China – Wuxi
USA – Charleston Leeds Ave 570K Capacity
580k Capacity

Brazil - Sao Paulo


120k Capacity
India - Dewas
400k Capacity
Aftermarket Support
Service/Spare Parts
Focused on serving OEM global service networks
ƒ Specialised service, packaging & logistics
Dedicated facilities:
ƒ USA, China, Europe, India and Brazil
24 hour, 7 day per week coverage
ƒ Extended opening hours
ƒ Internet Ordering
ƒ Multi-lingual Staff
OEM Remanufacturing Service
Independent channel of distributors
ƒ Local expertise, coverage of old, ex-OE production
product, capable of specialised logistics service
Corporate & Social
Responsibility
Our Environment
Cummins Turbo Technologies is committed to providing a cleaner,
healthier, safer environment in all aspects of our work

We are continually developing our products to help customers to meet


or exceed emissions and noise regulations whilst improving fuel
economy

All our sites are accredited with the internationally recognised


ISO14001 environmental certification

Cummins Turbo Technologies is working to reduce waste, reduce


pollution and reduce energy consumption:
ƒ recycling paper and cardboard boxes, using scrap paper for notes,
turning off lights and computer screens when not in use
Building a Brighter Future for our Local
Communities

Cummins Turbo Technologies aims to improve


the quality of life in local communities
through donations and by supporting the
activities of our employees and
business/community partnerships

Through ‘Community Action’ committees,


employees from all areas of the business
develop new skills by taking on different
challenges that benefit the local community
UK Operations
Name: Cummins Turbo Technologies Ltd.
Established: In 1952
Location: Headquartered in Huddersfield, UK
Employees: 1,042
Product Range: Light Duty, Mid Range, Heavy Duty, HHP:
Holset HX20-25, HX30-35, HX40, HX50/55, HX60,
HX80
Capacity: 450k
Activities: Customer Account Teams,
Manufacturing
Technical Centre
Aftermarket
Other Facts: Cummins took ownership in 1973
India Operations
Name: Cummins Turbo Technologies Ltd.
Established: In 1994 as a JV with Tata Group of
Companies
Location: Dewas and Pune, India
Employees: Dewas: 221, Pune: 50
Product Range: Light Duty, Mid Range:
Holset HX20-25, HX30-35
Capacity: 400k
Activities: Dewas: Customer Account Teams,
Manufacturing & Aftermarket
Pune: Customer Account Teams, Global
Support
Other Facts: Became a Cummins wholly-owned foreign
entity in April 2007
USA Operations
Name: Cummins Turbo Technologies
Established: 1991
Location: Leeds Ave & Palmetto, Charleston, South
Carolina
Columbus, Indiana
Memphis, Tennessee
Employees: Charleston: 787 Columbus: 38 Memphis: 7
Product Range: Mid Range, Heavy Duty:
Holset HE300 – HE500
Capacity: 370k Palmetto, 580k Leeds Ave
Activities: Charleston: Manufacturing
Columbus: Customer Account Teams,
Memphis: Aftermarket
Other Facts: In July 2006, opened new purpose built
second facility in Charleston; Palmetto
China Operations
Name: Wuxi Cummins Turbo Technologies Co Ltd.
Established: 1996
Location: Wuxi, China
Employees: 449
Product Range: Mid Range, Heavy Duty:
Holset HX30-35, HX40, HX50-55
Capacity: 570k
Activities: Customer Account Teams
Technical Centre
Manufacturing
Aftermarket
Other Facts: 45:55 JV between Wuxi Power
and Cummins Turbo
Technologies
Brazil Operations
Name: Cummins Turbo Technologies.
Established: 1987
Location: Guarulhos (Sao Paulo), Brazil
Employees: 32
Product Range: Mid Range:
Holset HX30-35, HX40
Capacity: 120k
Activities: Customer Account Teams
Manufacturing
Aftermarket
Holland Operations
Name: Cummins Turbo Technologies B.V.
Established: 1976
Location: Amersfoort, The Netherlands
Employees: 11
Activities: Aftermarket Distribution Centre
Other Facts Cummins Turbo Technologies acquired the
business, formerly Turbo Europa in 1993
Examples of Current
Applications
Scania Euro IV Turbo Compound Engine

Consisting of a Holset HX52 and


Holset HP72 power turbine
Volvo New HDEP Engine Platform – Euro IV

Holset HX55 Turbocharger


Ford F250 Pick-up

Holset HE221W
Chrysler Dodge Ram 07 – EPA 07

Holset HE351Ve
Iveco Cursor Engines for Stralis – Euro IV

Holset HE431V – Cursor 8


Holset HE531V – Cursor 10
Holset HE551V – Cursor 13
Daewoo CNG City Bus – Euro III

Holset HX50G
Advantages of Turbochargers

In turbochargers the exhaust gas energy which would normally


be wasted is used to drive a turbine, which in turn drives a
compressor to deliver compressed air to the engine.

The advantages of a turbocharged engine are:


ƒ lower fuel consumption
ƒ lower emissions
ƒ better torque characteristics
ƒ lower weight and smaller engine package
ƒ lower engine noise
More Power Required

Choice is either;
Increase the size of engine 6cyl 6litre
or fit a turbocharger. 120HP
344 kg

4cyl 4litre
80HP
247 kg
Turbocharged
4cyl 4litre
122HP
286 kg
Major Components of a Turbocharger
Compressor Cover
Compressor Wheel

Bearing Housing

Turbine Wheel

Turbine Housing
How a Turbocharger Works

The Turbine End

The Compressor End

The Oil Supply


How a Turbocharger Works
The turbine housing is bolted
to the exhaust manifold of the
engine.

The waste exhaust gasses are


used to rotate the turbine wheel
which is housed in the turbine
casing.Turbine temperatures
up to 760 deg C

The turbine wheel is connected


to a common shaft which in turn
rotates a compressor wheel.
How a Turbocharger Works
As more gas passed through
the turbine housing, the faster
the turbine wheel rotates.

As the turbine wheel increases in


speed, so does the compressor
wheel. This creates a sucking
process and pulls air into the
compressor cover from the
atmosphere (filtered).

The faster the wheels spin the,


the more air is sucked in.
How a Turbocharger Works

As the air is sucked into the


compressor cover, it is forced
through a diffuser area.

This compresses the air and


forces it into the engine

This process causes the air to


increase in temperature,
up to 200 degrees C
Typical Turbocharger components
Oil inlet
Impeller Wheel
Wastegated
Bearing turbine housing
Housing

Turbine wheel

Compressor
Housing

Exhaust Outlet
Wastegate
actuator Turbine inlet
Typical Engine System

Af
ter
co
ole
r

0 °C
T =4

et old T=
nl 180
I nif °C
Ma C ifold
9 0° a n
= 6
s tM Comp
T au
h
Ex Turb

T = 400°C T = 25°C

Silencer Air Filter

C
°
5 50 T = 21°C
T =
Bearing System
Journal Bearings
ƒ fully floating bearings - allows higher clearances, so higher oil
flows for cooling
ƒ oil film thicknesses of 0.008 to 0.015 mm
ƒ leaded bronze
ƒ allow high degrees of imbalance
Thrust Bearing
ƒ taper land bearing
ƒ phosphor bronze or sintered iron
ƒ thrust loads of 100 - 2000 N (size dependent)
ƒ typical oil film thickness 0.008 - 0.015mm

Has to withstand high temperatures, hot shut down, soot loading in the
oil, contaminants, oil additives, dry starts.
Turbocharger Basics – Wastegates
A wastegate mechanism
functions, by allowing some
of the exhaust gas to bypass
the turbine – thus limiting
turbo speed & boost
pressure.

Typically the wastegate valve


is only opened at high engine
speeds & loads (used to
prevent turbo speed or boost
pressure from exceeding safe
levels).
Wastegate Turbocharger

Effect of Wastegate
1.8
Wastegate
1.6 valve open
1.4
Boost Press. (Bar)

1.2
Sml t/hsg
1
Med t/hsg
0.8 Lge t/hsg
0.6

0.4

0.2

0
0 500 1000 1500 2000 2500 3000
Engine Speed (RPM)
Wastegate Turbocharger
Wastegate Mechanism: Actuator-linkage-valve
Wastegate Turbocharger
Wastegate Check
Apply 3 bar (300 kPa) air pressure
to ensure that the wastegate actuator is not leaking or stuck.

Check for air leakage


Turbine Housing
typically Spheroidal Graphite cast iron (ferritic)
typically greensand mould, sand core
profile machining to match the turbine blade shape
normally the primary mounting point and load bearing interface for the
whole turbo
may include water cooling jackets in some applications
operation can be up to 760 °C on some applications
requirements
ƒ impact resistance (ductility)

ƒ oxidation resistance

ƒ high temp strength

ƒ thermal fatigue resistance

ƒ ease of machining

other materials used on turbochargers :-


ƒ NiResist
Bearing Housing
typically Grey (flake) cast iron (pearlitic)
typically shell moulded cores to provide positional accuracy of bearing
location and seals, shell mould or sand cast outer
machined by a combination of milling, turning, drilling, tapping, honing
complex geometries - particularly for water cooled housings and
variable geometry turbos
requirements
ƒ castability

ƒ ease of machining

ƒ rigidity

ƒ thermal stability
Compressor Housing

typically cast aluminum alloy - various grades


gravity die cast or sand cast
profile machining to match impeller blade shape
operation can be up to 200 °C
requirements
ƒ impact resistance (ductility)

ƒ ease of machining
Impeller
typically cast aluminium alloy cast by a variant of investment casting
process, using rubber formers and plaster moulds
started using this process in 1976 to allow the production of wheels
with backsweep on the blades
operation up to more than 200 °C possible
requirements
ƒ fatigue strength

ƒ elevated temp strength

ƒ creep resistance

ƒ corrosion resistance

ƒ for special high pressure applications temperatures can exceed

the creep limits of aluminium in these applications Holset uses cast


titanium impellers
very sensitive to balance groove shape and to damage/defects
Shaft and Wheel
high nickel superalloy
investment cast
blade profile machined
operation up to 760 °C on some applications
friction welded to forged steel shaft
very sensitive to balance grooves, and defects
or damage
requirements
ƒ fatigue strength

ƒ elevated temp strength

ƒ creep resistance

ƒ corrosion resistance

other materials used on turbochargers (usually on niche applications)


:-titanium aluminide
ƒ ceramic (typically silicon nitride)
QUIZ

What temperatures do we see at the turbine


end

A) 400 deg C
B) 680 deg C
C) 760 deg C
D) 220 deg C

ANSWER C
TURBOCHARGER FAILURE
ANALYSIS
Turbocharger Failure Analysis

The purpose of analysing a ‘failed’ turbocharger is to determine the


root cause of failure.

We also need to determine who is responsible.

We need to prevent a reoccurrence - whether it is a Cummins Turbo


Technology problem or a customer / end user problem.

If the problem is Cummins Turbo Technologies we need to ‘fix’ it.

If the problem is the customer’s we need to work with and support


them, to ensure it doesn’t happen again.
Customer Reported Faults

Leak oil
Broken
Low power
Noisy
Gas leakage
Seized
High oil consumption
Broken shaft
Smoke
Failure Data
Date in Service ( DIS )
Date of failure ( DOF )
Service Life ( Hours,Kms,Mls )
Application ( Truck,Bus,Off road,Genset )
Duty Cycle ( City bus,stand by genset,General
freight )
Country in Service
Reason for removal from vehicle. ( Need to be
specific, not just leak oil or broken )
Turbocharger Serial Number ( Date of manufacture )
Assembly Number
Customer Number is applicable
Model
Field Service
HOLSET TURBOCHARGER SUMMARY INSPECTION REPORT

SUMMARY INSPECTION REPORT NO


Customer Name:
Model Customer Loc. Application:
Assy No Customer Ref ESN
Serial No Holset Location DIS: DOF:
Customer Date Inspected Life
Pt No
Attachments

COMMENTS

CONCLUSIONS

SIGNED DATE
Field Service

HOLSET TURBOCHARGER SUMMARY INSPECTION REPORT

SUMMARY INSPECTION REPORT NO 01


Customer Name: Iveco Trucks Australia
Model HY55W Customer Loc. Application: Road Haul
Assy No 4038389 Customer Ref ESN Engine No 36015
Serial No H040622080 Holset Location DIS: 29/10/04 DOF: 27/12/05
Customer 504004854 Date Inspected 23/02/06 Life 440421 Km
Pt No
Attachments
Warranty Analysis

How can we determine the root cause of the


problem?
Disassembly & Inspection

Check for damage to the external surfaces,concentrating on


the flange areas where incorrect fitting of pipes or
adaptors,may have caused damage.
Customer Responsibility
Disassembly & Inspection
Check for compressor end foreign object damage by looking in the
intake.

AIR INTAKE
Foreign Object Damage Compressor End
Cause : Rags,wrenches,nuts,screws,parts from the intake filter.
Damage to the blade tips
Disassembly & Inspection
Check the turbine intake for signs of solid objects. Note! Except in
severe cases the turbine housing needs to be removed (in order to
inspect the blade tips).

TURBINE INLET
Foreign Body Turbine End
Disassembly & Inspection
Check the overall appearance corresponds with the data supplied. (i.e.
claim data is 10,000kms, but turbo appears to have been in use for
much longer .

Check axial and radial clearances. Clearances can be found in the


CTT Service Data Sheet (current version can be downloaded from
www.Holset.co.uk - Parts & Service section)
Disassembly & Inspection
Remove the compressor housing

Remove the core assy


from the turbine housing

Remove the turbine


housing and
compressor cover
and check for any
wheel “touches” or
“rubs” on the profile.
Disassembly & Inspection
Remove the compressor wheel and check for signs of
excessive oil on the backface.This could be due to oil carryover
past the compressor seal ring.
Check condition of the seal ring when removed.
The most common cause of oil leakage, is a blocked air intake
filter.
Disassembly & Inspection

Remove the shaft & wheel,check for any


heat discolouration and any wear on the
shaft.
Disassembly & Inspection

Remove the circlip

Remove the oil seal plate

Remove the O-ring seal

Check for damage to the O-ring seal


Disassembly & Inspection
Remove the oil slinger from the oil
seal plate.

Check for wear or score marks in


the bore.

Remove the seal ring


Disassembly & Inspection

Remove the thrust bearing and thrust collar,check for blockage of the
oil feed holes ( a common cause of thrust failure ). Check for heat
discolouration and scoring marks of both the bearing and collar.

If excessive radial clearance was found it is likely that the


journal bearings will also be damaged.
Silicone Applied to Oil Inlet Gasket

Do not use silicone


Foreign Body Blocking the Oil Supply to
the Thrust Bearing

Silicone blocking oil to the thrust bearing


Blocked Thrust Bearing

Foreign object blocking the


oil feed to the thrust system

Cause :
Silicone from the oil
feed pipe fitting.
Cleanliness during
service intervals,filters
and oil.
Disassembly & Inspection
Remove the compressor-end outer circlip
and remove the journal bearing. Look for
scoring marks on both the outside (OD)
and inside (ID) diameters, this can be
caused by oil contamination ( dirt ) in the
oil.

Remove the turbine-end bearing. This


bearing will normally be a much darker
colour than the compressor bearing (due
to higher operating temperature).
Oil Dirt Ingress

Cause :
Service intervals
overdue
Cleanliness during
service
Poor quality oil
Poor quality filters
Oil Dirt Ingress

Shaft wear from oil dirt ingress


Oil Contamination
New bearing
Contaminated bearing

Check the colour of the bearing, a natural darkening with age is


acceptable. A duller,powdery surface is an indication of engine coolant in
the oil - the same appearance will normally also be found on the thrust
bearing.
Oil Delay
Bronze particles
on the shaft

Causes :Restricted oil feed pipes.


Low oil level in the sump
Blocked oil filter
Long periods on Non – use
Lack of priming
Oil Starvation

Cause : Oil pump failure


Broken oil feed pipe
No oil in engine.
Hot Shutdown - Overheating

Cause: Hot shutdown of the engine, poor quality lub. oil, infrequent
service intervals, check for heavy carbon deposit in the bearing housing.
Hot Shutdown
Hot Shutdown

Oil Leakage

Blocked oil drain


cavity Oil Drain
Hot Shutdown - Overheating
Failure Diagnosis:
Hot Shutdown
340
Bearing Temperature oC

Hot Shut Down


from Peak Torque
300
Temp Limit of 1 min Idle
CD Oil
260 2 min Idle

220 3 min Idle

180

140
0 60 120 180 240 300 360
Time (secs)
Excessive Engine Temperatures

Delamination of the
dividing wall and
erosion of the gas
entry.

Turbine
housing
cracked.

Cause : Incorrect fuel/air ratio, caused by blocked air


intake filter, or overfuelling, etc.
Oil Leakage
External - Common Causes :

Loose / Damaged oil inlet and oil drain fittings.

If fitting a new gasket and tightening the fittings does not stop the
leak,then look for a damaged oil line or leaking centre housing.

Internal Compressor & Turbine - Common Causes :


Restriction in the turbo oil drain will ‘force’ oil past the split ring seals at
both the turbine and compressor ends.
Oil leakage at both ends simultaneously is a good indicator that this
may be the problem
Engine blow by pressure - which can be due to the engine crankcase
vent being blocked by damage,plugging or icing.
Oil Leakage

Restriction
Oil Leakage - Compressor

An inlet ‘depression’(vacuum) greater than 25 in water will ‘pull’ oil


past the compressor end split ring seal.

THIS WILL NOT DAMAGE THE TURBO UNLESS THE THRUST


BEARING FAILS.

Typical cause is a blocked air intake filter or collapsed intake pipe.


Compressor End Oil Leakage
Compressor End Oil Leakage
Oil Leakage
Holset - Responsibility

Failure due to manufacturing quality defect.

Failure due to design defect.

Material Defects (casting porosity, inclusions, oxide blows, etc ).


Turbine High Cycle Fatigue (HCF) - Examples
Occurs when blades are run for extended periods at a sub-harmonic of the blade natural
resonance frequency
Casting defects can bring blade resonance into running range, even though designed to
be outside
Exact failure location varies, dependant on vibration mode and wheel design
Turbine Low Cycle Fatigue (LCF) - Examples
Typically due to casting defects but instances of fatigue
initiating in, for example, out-of-specification balance cuts
have been seen
Defect presence raises local stresses and initiates fatigue
Defects have variety of appearances and sizes
Impeller LCF - Defects
Duty cycle
Defect presence raises local stresses and initiates fatigue
Defects have variety of sizes and appearances
There are three common failure locations - back face, suction side
exducer blade root and the bore (highest stresses)
Back Face
Impeller LCF - Defects
Blade Root - Inclusion

Blade root - Linear/oxide blow


Impeller LCF - Defects

Bore

Bore inclusion

Bore cavity

Cause of failure could also be due to overspeed


Balance - Related Failures

Balance failures due to a manufacturing problem


(hence Holset Responsibility) usually occur in
very early life. (i.e. most within 500 km).
If a balance failure occurs in late life
- it is normally caused by wheel foreign-object damage, turbo
overspeed or tampering)

Balance failure causes:


Parts misaligned
Rotor parts replaced without check-balancing
Incorrect parts used.
Noise
Causes of “noisy turbo” complaints

High level of rotor imbalance


ƒ (if very early life - i.e. less than 1k km, most likely a Holset issue - if

later in life, look for foreign-object damage or bearing damage


which caused a wheel rub, etc).

Turbocharger bearing housing joints - loose screws, V clamps. (A/Mkt


turbos fitted,OE orientation factory set ).
ƒ Check for signs of leakage/damaged jointing surfaces.

Air or exhaust leaks on external turbo flanges


ƒ Look for soot on the turbine inlet and exhaust flanges, check if

fasteners are loose , or surfaces damaged.

Non-turbocharger issues (water pump, fan belt, etc, etc).


Closed Crankcase Ventilation
Future legislation may prohibit all uncontrolled engine emissions,
including crankcase blow-by gases. Some applications already
require closed crankcase ventilation systems.

CCV systems filter the crankcase emissions from


ƒ engine piston rings
ƒ valve stem leakage
ƒ turbocharger seal leakage
ƒ air compressor leakage

These are generally routed to the turbocharger compressor inlet

The long term effects of blow-by gases on turbocharger efficiency are


a concern. Large efficiency losses can arise even with very low
carry over rates.
Closed crankcase ventilation system
Filter system

Crankcase blowby gases


Engine

Intercooler

Compressor inlet Exhaust


Compressor fouling due to CCV system

• Oil deposit build up can be significant over a period of time


Fitting a Replacement Turbocharger
Each HOLSET turbocharger is designed to match a specific engine
specification (power, speed, charge cooling etc).
The turbocharger dataplate information includes:
• Assy Number

• Serial Number

• Customer Number

It is important that the Assy Number shown is the correct number for
that engine, per the engine manufacturers specifications.
DO NOT REMOVE THE DATA PLATE
Copy Turbos
Copy Turbos
Introduction:
Copies are flooding the market from China &Brazil.
Many varieties
Hosel, Hovte, Hobest and Tian Di
They look good (to the untrained eye)
Cheap: Approx. 1/2 price of original Holset Turbo
Copy Turbos

Back to Back Engine tests:

Three copies tested


Results follow findings of wastegate settings
Low boost and air flow
Generally lower total efficiency, by 2-8%
Results to be analysed and interpreted for a customers view point i.e.
loss of power, fuel consumption, emissions
Copy Turbos
Total Efficiency

70
60
Holset
50
Hovte
40
30

Holset Vs Copy 1 900 1100 1300 1500


Engine Speed
1700 1900 2100

Compressor Outlet Pressure

2.4
2.2
2 Holset
1.8
1.6 Hovte
1.4
1.2
1
900 1100 1300 1500 1700 1900 2100
Engine Speed
Copy Turbos
Total Efficiency

60

50 Holset

40 Hosel

30
900 1100 1300 1500 1700 1900 2100 2300

Holset Vs Copy 2 Engine Speed

Compressor Outlet Pressure

2.4
2.2
2 Holset
1.8
1.6 Hosel
1.4
1.2
1
900 1100 1300 1500 1700 1900 2100 2300
Engine Speed
Copy Turbos
Containment Tests

None of the copy turbos passed containment test


None reached the required containment speed of 147k rpm

Burst speeds:
Copy1 = 142k rpm
Copy2 = 136k rpm
Copy3 = 134k rpm
Copy4 = 144k rpm
Copy Turbos

Compressor Containment
Tests
Hobest: FAILED
Copy Turbos
Compressor Containment Tests
Copy1 : FAILED
Copy Turbos

Compressor
Containment Tests
Tian Di: FAILED
Copy Turbos

Compressor
Containment Tests
Hovte: FAILED!
Copy Turbos

Compressor
Containment tests
This is what they should look like:

These are Holset Turbos that have past the containment test
MAN – Turbocharger Turkey
Genuine CTT bar code which is placed
over the data plate. This turbo H050635285
was a genuine turbo sold to MAN parts.

Bar code label covered the nameplate.


This is a copy nameplate as all turbos
manufactured in Wuxi Holset have a ‘W’ not a ‘H’
in front of the Serial Number.
Copy MAN Turbo

HOLSET genuine turbo

Copy turbo – See nut, machining


and the shape of the struts.
Genuine
Copy MAN Turbo

Copy Turbo – No washers on the screws,machining,flat on


the wastegate rod.
PS – ignore the shape of the bracket.

Genuine
Copy MAN Turbo

Holset

Copy turbo – Hose clip and hole in the capsule


Impeller Locknut

Copy

Genuine
Oil Seal Plate Retaining Ring

Copy

Genuine

Difference

Machined
Compressor Housing Retaining Ring

Genuine
Copy

Machined
Difference
Turbine Housing Screws

Genuine

Copy
Copy Turbo HT3B 3522867

General Observations :
No Holset casting numbers marks on any components.
Impeller wheel had a casting identification ‘R’ ( Ross Foundry )
The turbine housing and bearing housing castings looked porous.
Compressor Front Wheel clearance .023” ( Within Holset tolerance )
The turbine wheel has a recess machine on the backface. ( Suspect this could weaken
the wheel )
Journal bearing have a groove in the bore.
General quality looks poor from other copy turbos seen.
Recommendations :
Containment test.
Possible containment issue due to lack of material
Damaged oil baffle

‘R’ casting ident


Recess machined on backface
Grooves in the bore of the
Journal bearing
Copy Turbo HC5A 3523850

General Observations :

No Holset casting numbers marks on any components.

Impeller wheel had a casting identification ‘J’

General quality looks good from other copy turbos seen.

Recommendations :
Containment test.
‘J ‘ casting ident
VIDEO
Preventative Maintenance

Maintenance schedules recommended by the


OEM should be strictly adhered to.

DO NOT USE inferior oil and air filters.

Use oil recommended by the OEM.


Preventative Maintenance
Air filters should be changed at the OEM’s recommended intervals or
earlier when operating in severe conditions.

WARNING : Running the engine with a partially blocked air intake filter
will increase fuel consumption and could also lead to turbocharger oil
leakage.

High exhaust back pressure can lead to temperature related problems


with the turbocharger specifically bearings and seals.

It is recommended that all clamps,hose clips,nuts & screws are


checked at the routine service intervals.

The correct torques can be found in the HOLSET Service Repair


Manual
Preventative Maintenance

REMEMBER :

Cold start - Requires good start up procedure.

The longer the engine is allowed to cool down the


less damage is done to the turbo
Fitting a Replacement
Turbocharger

It is important to understand why the original


turbocharger requires replacing.

Determine the cause of any engine or vehicle failure and


rectify,before fitting a replacement turbocharger
Fitting a Replacement Turbocharger
Each HOLSET turbocharger is designed to match a specific engine
specification (power, speed, charge cooling etc).
The turbocharger dataplate information includes:
• Assy Number

• Serial Number

• Customer Number

It is important that the Assy Number shown is the correct number for
that engine, per the engine manufacturers specifications.
DO NOT REMOVE THE DATA PLATE
Fitting a Replacement Turbocharger
It is important that the engine intake / exhaust systems are checked
for debris.
It is recommended that the air intake filter is changed using only OEM
genuine parts
Fitting a Replacement Turbocharger

Check that the oil inlet and drain flanges are clean and free from
obstruction.

Replace the gaskets


Fitting a Replacement Turbocharger
Replace the oil and filter using only OEM recommended parts and
specified oil grade & classification.
Fitting a Replacement Turbocharger
Ensure the engine manifold mounting flange and studs are in good
condition and are not warped or bent. Check for any cracks.

Check the oil intake line is free from dirt or carbon, if in any doubt -
replace the line and fittings with new ones.

Mount the turbocharger on the manifold and check that the turbine inlet
gaskets fits correctly.
Fitting a Replacement Turbocharger
The orientation of the bearing housing or compressor housing may
require changing, to align correctly with the air, oil and water
connections.

Make sure all fasteners are tightened to the specified torque when the
orientation is set.

Take care not to damage any ‘O’ rings when changing the orientation
of the compressor housing as this could cause air leakage.

See Holset Service Manual for the recommended torque settings


Fitting a Replacement Turbocharger

Connect the oil drain line and then fill the turbocharger oil feed hole
with clean engine oil. Slowly rotate the rotor by hand.
Fitting a Replacement Turbocharger

Connect the oil inlet line and the remaining external fittings to the
turbocharger.

Pull out the fuel stop and crank over the engine using the starter
motor, until normal operating engine oil pressure is developed.

Check for any oil leaks from the connections.


Fitting a Replacement Turbocharger
Start the engine and idle,checking that all air,gas and oil connections
are tight and free from leakage.
Tighten any fastenings as required.
Use soapy water to help detect air and gas leaks.
Technology
®
Holset VGT Overview
Turbocharger Basics – Fixed Geometry
ƒ Turbochargers consist of Compressor Stage
an exhaust-gas driven Bearing System
turbine connected to and
driving a radial
compressor, providing a Turbine Stage
boosted air supply to the
engine.
ƒ At a given engine speed,
turbo speed (hence boost
pressure) can be changed
ONLY by changing fuel-
rate. - i.e. at a fixed
fuelling rate, boost Area
pressure is also fixed.
Turbocharger Basics
Turbine Housing Size: Effect on Boost Pressure
1.8
Watch out !
1.6 Excessive
turbo speed
Boost Pressure (Bar)

1.4

1.2

1 Lge t/hsg
Med t/hsg
0.8
Sml t/hsg
0.6

0.4

0.2

0
0 500 1000 1500 2000 2500 3000 3500

Engine Speed (RPM)


VGT - Electronic
Turbine Housing Size:Control
Effect on Strategy 1
Boost Pressure
1.8 Wastegate
1.6 Valve Open
Boost Pressure (Bar)

1.4

1.2

1 Lge t/hsg
Med t/hsg
0.8
Sml t/hsg
0.6

0.4

0.2

0
0 500 1000 1500 2000 2500 3000 3500

Engine Speed (RPM)


VGT - Electronic Control Strategy 1
Turbine Housing Size: Effect on Boost Pressure
2

1.8
1.6
Boost Pressure (Bar)

1.4
1.2 Lge t/hsg
Med t/hsg
1
Sml t/hsg
0.8 VGT-typical
0.6

0.4
0.2
0
0 500 1000 1500 2000 2500 3000 3500

Engine Speed (RPM)


Holset VGTTM – Performance benefit
Turbine Housing Size: Effect on Boost Pressure
2
1.8
1.6
Boost Pressure (Bar)

1.4 Lge t/hsg

1.2 Med t/hsg


Sml t/hsg
1
VGT-typical
0.8 VGT-open
0.6 VGT-closed
0.4
0.2
0
0 500 1000 1500 2000 2500 3000 3500

Engine Speed (RPM)


Variable Geometry (VG) - Basics

ƒ By continuously varying the turbine housing’s critical area the


exhaust gas can now vary the speed of the turbo, boost
pressure and exhaust manifold pressure – independent of
engine speed and load.

ƒ Various ways of achieving Variable Geometry (VG)


Variable Geometry (VG)
Swing Vane – non Holset

ƒ Turbine wheel is surrounded


by a ring of nozzle guide
vanes.

ƒ Flow area varied by


changing the angle of these
vanes in unison.
Holset VGTTM - One Piece Sliding Nozzle

Sliding
Nozzle
Holset VGTTM - One Piece Sliding Nozzle
Fewer moving parts
Nozzle carried and
moved by 2 rods
Fewer potential wear
sites
Holset VGTTM - One Piece Sliding Nozzle
Nozzle ring fully closed Nozzle ring in mid position Nozzle ring fully open

• Min. turbine volute exit area • Reducing turbine volute exit area • Max. turbine volute exit area
• Max. exhaust manifold pressure • Increasing exhaust manifold pressure • Min. exhaust manifold pressure
• Max. shaft speed • Increasing shaft speed • Min. shaft speed
• Max. turbo boost • Increasing turbo boost • Min. turbo boost
VGT

a
VGT System - Pneumatic Actuation
Actuator development for VGTTM
1998 Pneumatic

2002 Electric Type 1

2007 Electric Type 2


2007 Type 2 SMART electric actuation

1
2007 Type 2 SMART electric actuation
VGT System - Electronic Actuation
2007 Type 2 SMART electric actuation

ƒNo external moving parts – direct fit on bearing housing


ƒOn-board microprocessor – relieves load on engine ECU
ƒPosition request from engine ECU via CAN network
ƒSends status message back to engine ECU:
ƒActual position v target position
ƒInternal temperature
ƒMotor effort
2007 Type 2 SMART electric actuation

ƒ An on-board thermistor monitors


temperature. Current limiting is applied if the
internal temperature exceeds a safe limit.
ƒ Motor-effort is monitored, and a de-rate
applied under limiting conditions.

ƒ Has integral event log: 250 error codes –


retrievable through OBD connection – or via
Holset hardware and software
2007 Type 2 SMART electric actuation
Aspect System: Interface Hardware & Software

Actuator
“T” Cable

Std USB cable


Aspect

Interface Box

Holset SOFTWARE
Interface Box
2007 Type 2 SMART electric actuation
Diagnosis
ƒ We can see the number of hours run and life history
ƒ e.g what temperature and load – and for how long
Turbocharger Basics – Variable Geometry
Variable Geometry benefits include:
ƒ Modulate EGR flow-rate
ƒ Reduce emissions
ƒ Higher engine power density
ƒ Increase engine ‘usable’ speed range
ƒ Increase low speed torque
ƒ Improve transient response &
‘driveability’
ƒ Enhance engine braking
Technical Literature on Website:
Technical Literature on Website:
Technical Literature on Website:
Technical Literature on Website:
®
Holset VGT Parts
Supply
Current Supply Pneumatic VGT
ƒ Currently supply – New and Reman turbos to OES

ƒ In addition to complete VGT we offer the following parts


to Distributors

ƒ Parts : Repair kit, Actuator kit, Gasket kit, Speed


Sensor kit, Outer Seal Ring, Shroud plate, Retaining
Ring and V band.
Service Parts Support for the Holset VGT
Service Actuator Kit:
ƒ Actuator
ƒ Gasket
ƒ Patch-treated capscrews (4)
ƒ Sector-gear alignment pin
ƒ Tube of Synthetic Grease
ƒ Tie wrap (4)
ƒ Instruction sheet.

Actuator Fitting kit:


ƒ As above, but without actuator
Service Parts Support for the Holset VGT
Turbocharger Speed-Sensor Kit:
ƒ Sensor
ƒ O-ring
ƒ Capscrew

ƒ Software package
Technical Literature for Type 2 Actuator

The following documents are all available as ‘pdf’s’:

ƒ Holset Type 2 Actuator Kit - Instruction Sheet.


ƒ Holset Type 2 Actuator Service Manual.
ƒ Holset HE500Ve Turbocharger Service Manual
ƒ Holset HE400Ve Turbocharger Service Manual

www.holsetaftermarket.com
Technical Literature for Type 2 Actuator
Technical Literature for Type 2 Actuator
Machined From Solid Impeller

MFS
Overview
x1 - Base Material Fatigue Properties
x2 - Material selection and processing
ƒBase materials properties improved in MFS impellers due to
increased alloy content and fine grain structure from forging
process
ƒInherently low level of oxides in wrought alloy used to make
MFS impellers
ƒFine grain structure in MFS leads to improved fatigue life
MFS Impeller
x1 - Base Material Fatigue Properties
x2 - Material selection and processing

ƒFine grain structure in MFS leads to improved


fatigue life
Cast microstructure Forged microstructure
Defect (casting process) related failures not experienced in
MFS impellers

Oxide casting defect


x4 - Vehicle Usage and Application Duty Cycle
ƒ Fatigue damage created locally on a component due to the changes in
stress/strain produced during the normal operation of the turbocharger.
ƒ These changes in stress/strain are directly related to the changes in
turbocharger speed in any typical duty cycle.
ƒ MFS material has improved fatigue resistance over cast material

DISPLAY OF SIGNAL: ISX1_500HP_SUED.DAC

1.2E5
TurboSpeed(rpm)

0
9251.936 Time (sec) 9848.113

nCode nSoft
Any Questions?

Thank You

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