J. P. Morgan Auto Conference

EARLY SUPPLIER ENGAGEMENT Ford/Supplier Design Analysis OEM Part 1 OEM Part 2 OPE OEM Part 3 Ford/Supplier Target Setting (illustrative) Supplier 1 Supplier 2 Supplier 3 Part 1 Part 2 Purchased parts Raw material Process Purchased parts Raw material Process Assembly Markups BoB 2.0 2.0 8.0 2.0 2.0 16.0 Leveraging Supplier Knowledge To Optimize Design And Value 1.0 0.5 1.0 1.0 11.0 8.5 1.5 0.5 15.5 Ford Go Further 11.0 0.5 1.5 0.5 8.5 1.0 1.0 13.0 SLIDE 10

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