VTG Turbocharger Wave Spring Cartridge Retention

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Current variable turbine geometry (VTG) turbochargers face issues with heat shields relaxing due to contact with hot exhaust gases, leading to reduced force on the cartridge and potential instability, and the large gap between the turbine wheel and bearing housing results in efficiency losses and oil leakage.

Innovation Solution

A separate spring member is used to hold the cartridge in place, with the force transferred through a heat shield that protects the spring member from heat, and a contoured sleeve ensures the cartridge's correct positioning relative to the turbine wheel.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the heat shield is used to hold the cartridge in place, then the cartridge positioning function is achieved, but the heat shield relaxes and loses shape due to contact with hot exhaust gas, reducing the applied force

Engineering Contradiction:
Improvecartridge positioning stabilityVSAvoidheat exposure of heat shield
Core Design Contradiction:
ReliabilityVSTemperature

Solution Approach 1:

The patent separates the heat shield function from the cartridge holding function by introducing a dedicated spring member. The heat shield only performs thermal protection while the spring member independently provides the holding force, eliminating the degradation caused by heat exposure.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The spring member acts as an intermediary between the heat shield and the cartridge. It transfers the holding force to the cartridge without being directly exposed to the high temperatures that would cause the heat shield to relax and lose shape.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If the heat shield occupies the gap between turbine wheel and bearing, then structural support is provided, but efficiency is reduced due to oil leakage and increased radial clearance

Engineering Contradiction:
Improvestructural supportVSAvoidefficiency loss from oil leakage
Core Design Contradiction:
ReliabilityVSLoss of energy

Solution Approach 1:

The patent removes the heat shield from the gap between the turbine wheel and bearing housing. By extracting the heat shield from this critical clearance zone, oil leakage is prevented and radial clearance is minimized, thereby eliminating the efficiency loss while structural support is maintained through alternative means.

Inventive Principle:
Principle #2Taking out (Extraction)

3Reliability

If a separate spring member is introduced to hold the cartridge, then heat exposure of the spring is prevented, but device complexity increases

Engineering Contradiction:
Improvespring member heat resistanceVSAvoidnumber of components
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The heat shield maintains its universal role by continuing to provide thermal protection while the spring member is integrated into the existing assembly structure. The spring member utilizes the same mounting interfaces and spatial arrangement as conventional designs, minimizing the increase in device complexity despite the additional component.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

This configuration maintains the cartridge's position effectively, reduces heat exposure risks, and enhances efficiency by minimizing radial clearance and oil leakage, thereby stabilizing the bearing and improving turbocharger performance.

Implementation Method 1

A spring member is located in the recessed portion, and a heat shield receives applied force from the spring member

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 2

The heat shield prevents the spring member from being exposed to heat from the exhaust gases

Methodology Applied
Scientific EffectThermal insulation: Thermal Insulation

Data Source

PatentUS9982557B2VTG mechanism assembly using wave spring
Publication Date: 2018.05.29 BORGWARNER INC
  • US9982557B2 patent drawing
  • US9982557B2 patent drawing

AI summary

A turbocharger unit (10) incorporating variable turbine geometry. The unit (10) has a turbine housing (12) for receiving exhaust gases from an engine, a turbine wheel (14) located inside a turbine housing (12), and a bearing housing (24) connected to the turbine housing (12), having a recessed portion (28). A spring member is located in the recessed portion (28), and a heat shield (32) receives apply force from the spring member. There is also a cartridge for providing variable turbine geometry located in the turbine housing (12); the cartridge is held in contact with the turbine housing (12) by the spring member in the form of a contoured sleeve (26). The apply force received by the heat shield (32) from the spring member transfers through the cartridge, and holds the cartridge in place in the turbine housing.