Planetary Geartrain Design, Development, and Applications for Automatic Transmissions
I.D. # C1351 Duration 2 Days

A comprehensive and practical understanding of planetary gear trains is critical for individuals involved with the design and development of automatic transmissions. A key component of the automatic transmission system, the planetary gear train is able to deliver reliable gains in power, durability, higher torque-to-weight ratios, and configuration flexibility.

This two-day seminar will provide participants an advanced and comprehensive presentation on the topics of planetary gear train design, development, and applications for automatic transmissions. The instructor will guide participants through an increasingly complex set of topics including planetary gear train requirements, case study, and future trends in advanced transmission design and development.

Learning Objectives
By attending this seminar, participants will be able to:

  • Explain relevant terms and theories
  • Identify and select key components of the planetary gear train structure
  • Evaluate ratio calculation methods and ratio change mechanisms
  • Evaluate and compare gear train arrangements
  • Identify and solve gear stress and NVH issues
  • Anticipate and address manufacturing concerns
  • Identify future trends in gear train design and development

Who Should Attend
This course is intended for all individuals desiring an advanced and comprehensive understanding of automobile planetary gear train design, development, and application in the automotive and industrial transmission fields.
Although not required, participants are encouraged to have a minimum of two years of experience working in the field, or a B.S. in Mechanical Engineering or related education background.
Seminar Content


  • Planetary Carrier Arrangement for Installation
  • Planetary Gear Train Construction and Ratio Selection Case Study
  • Gear Ratio Change and Shifting Mechanisms
  • Planetary Gear Train Design- Stress and Life Calculations
  • Planetary Gear Train System Simulation
  • Power Flow Issues in Complicated Drive Train Systems
  • Ratio Change Mechanisms and Related Control Methods
  • Planetary Pinion Speed, G-Load, Thrust Washer and Bearing Subsystem Design
  • Planetary Gear Train Testing and Failure Mode Analysis


  • Multiple Pinion Arrangements with Assessment
  • Lube Method and its Effect on Planetary Gear Train Life
  • Planetary Efficiency and Fuel Economy Estimation
  • Planetary Pinion Pin Location, Carrier Deflection, and Load Sharing
  • Planetary Gear Train NVH Issues
  • Duty Cycles and System Reliability
  • Planetary Component Manufacturing and Process Issues
  • Future Trends in Advanced Transmission Development
  • Course Summary and Conclusion

Instructor(s): Joseph Chen
Mr. Joseph Chen is currently an independent automotive drive train consultant. Since 1978, Mr. Chen has work in various drive train industries and specializes in manual and automatic drive train system design, development, and testing. Previously, Mr. Chen served as Chief Engineer in the Electric Drive Unit (EDU) at Shanghai Automobile Inc., China (SAIC) where he was involved with developing various hybrid and e-drive transmissions. Mr. Chen also served twenty years at General Motors where he advanced to Senior Project Engineer for GM Powertrain, USA. Mr. Chen's experience also includes engineering roles at Clark Equipment, Western Gear Technology and Cleveland Gridley Machinery Company. An active member of SAE, ASME, and AGMA, Mr. Chen has been a frequent presenter of technical papers at various international conferences and seminars and has been granted more than a dozen patents related to drive train applications. A registered Professional Engineer (PE) in Ohio and California, USA, Mr. Chen received his B.S. Mechanical Engineering from the Tatung University in Taiwan, a M.S. Mechanical Engineering from North Dakota State University, and a MBA from Indiana University.
Fees: $1415 SAE Members*: $1132 - $1274
* The appropriate SAE Member discount will be applied through the Registration process.  Discounts vary  according to level of membership: Elite Member 20%; Premium Member 15%; Classic Member 10%
CEU 1.3