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DOI 10.1007/s00170-004-2084-9
ORIGINAL ARTICLE
Received: 5 August 2003 / Accepted: 6 January 2004 / Published online: 2 February 2005
Springer-Verlag London Limited 2005
Abstract Tooling is an essential element of near net shape measured in terms of shorter lead-time to market, without sac
manufacturing processes such as injection molding and die cast rificing quality and cost. One way to reduce the lead-time is by
ing, where it may account for over 25% of the total product employing near net shape (NNS) manufacturing processes, such
cost and development time, especially when order quantity is as injection molding and die casting, which involve fewer steps
small. Development of rapid and low cost tooling, combined to obtain the desired shape. However, the tooling (die or mold),
with a scientific approach to mold cost estimation and control, which is an essential element of NNS manufacturing, consumes
has therefore become essential. This paper presents an integrated considerable resources in terms of cost, time and expertise.
methodology for die and mold cost estimation, based on the con A typical die casting die or plastic injection mold is made
cept of cost drivers and cost modifiers. Cost drivers include the in two halves: moving and fixed, which butt together during
geometric features of cavity and core, handled by analytical cost mold filling and move apart during part ejection. The construc
estimation approach to estimate the basic mold cost. Cost mod tion of a typical cold chamber pressure die casting die is shown
ifiers include tooling parameters such as parting line, presence in Fig. 1.
of side core(s), surface texture, ejector mechanism and die ma The main functional elements of the die and mold include
terial, contributing to the total mold cost. The methodology has the core and cavity, which impart the desired geometry to the
been implemented and tested using 13 industrial examples. The incoming melt. These may be manufactured as single blocks or
average deviation was 0.40%. The model is flexible and can be built-up with a number of inserts. The secondary elements in
easily implemented for estimating the cost of a variety of molds clude the feeding system, ejection system, side core actuators
and dies by customizing the cost modifiers using quality function and fasteners. The feeding system comprising of sprue bush,
deployment approach, which is also described in this paper. runner, gate and overflow enables the flow of melt from ma
chine nozzle to mold cavity. The ejector mechanism is used for
Keywords Cost estimation · Die casting · Injection molding · ejecting the molded part from the core or cavity. All the above
Quality function deployment elements are housed in a mold base set, comprising of support
blocks, guides and other elements. Part-specific elements, in
cluding core and cavity and feeding system are manufactured in
a tool room. Other elements are available as standard accessories
1 Introduction from vendors. Mold assembly and functional trials are conducted
Product life cycles today are typically less than half of those by experienced toolmakers in consultation with tool designers.
in the 1980s, owing to the frequent entry of new products with The tooling industry is presently dominated by Japan, Ger
more features into the market. Manufacturing competitiveness is many, USA, Canada, Korea, Taiwan, China, Malaysia, Singapore
and India. The major users of tooling include automobiles, elec
tronics, consumer goods and electrical equipment sectors. Plastic
Nagahanumaiah · N.P. Mukherjee
Central Mechanical Engineering Research Institute, molds account for the major share of tooling industry. About
Durgapur, India 60% of tool rooms belong to small and medium scale industries
B. Ravi (✉) worldwide [1]. The tooling requirement is over US$ 600 mil
Mechanical Engineering Department, lion per year in India alone, with an annual growth rate of over
Indian Institute of Technology, 10% during the last decade. In India, the share of different types
Bombay, Powai, Mumbai – 400 0076, India of molds and dies is: plastic molds 33%, sheet metal punches
E-mail: bravi@me.iitb.ac.in
Tel.: +91-22-2576 7510 and dies 31%, die casting dies 13%, jigs & fixtures 13%, and
Fax: +91-22-2572 6875 gauges 10% [2].
Fig. 1. Construction of a typical pressure die-
casting die
The tooling industry is increasingly facing the pressure to re and gating mechanism. The appraiser starts by comparing the
duce the time and cost of die and mold development, offer better new die design with the closest match among all previous de
accuracy and surface finish, provide flexibility to accommodate signs. The basic hypotheses are: similar problems have similar
future design changes and meet the requirements of shorter pro solutions, and reuse is more practical than problem solving from
duction runs. To meet these requirements, new technologies like scratch [3]. However, this approach, also referred to as case
high speed machining, hardened steel machining, process mod based reasoning, requires a complete case base and an appro
eling, tooling design automation, concurrent engineering, rapid priate retrieval system, which has not been reported for die and
prototyping and rapid tooling have been applied. For successful mold cost estimation so far.
operations and to maintain the competitive edge, it is necessary In the analytical cost estimation, the entire manufacturing
to establish quantitative methods for cost estimation. activity is decomposed into elementary tasks, and each task is
Our current research aims at developing a systematic and in associated with an empirical equation to calculate the manu
tegrated framework for development of rapid hard tooling (dies facturing cost. For example, a common equation for machining
and molds) for injection molding and pressure die-casting ap cost is
plications. The necessity of a systematic cost estimation model
for comparative evaluation of different routes to tooling develop Machining cost = (cutting length / feed per minute)
ment motivated us to review the existing models, presented in the × machine operation cost . (1)
next section, followed by our proposed methodology.
Wilson (quoted in [4, Chap. 6, p. 121]) suggested a mathematical
model for incorporating a geometric complexity factor in turning
2 Previous work and milling operations, given by:
�
N �
There is considerable similarity in cost estimation approaches di
Complexity factor I = log2 , (2)
used for product and tooling as reported in technical literature. ti
i=1
These approaches can be classified into five groups: intuitive,
analogical, analytical, geometric feature based and parametric where
based methods, briefly reviewed here.
In the intuitive method, the accuracy of cost estimation de di = i th dimension of feature
pends on the cost appraiser’s experience and interpretations. The ti = corresponding dimensional tolerance
estimation is usually performed in consultation with the tool N = total number of dimensions .
designer. The estimator acquires the wisdom and intuition con
cerning the costs through long association with die and mold This is explained with the help of an example later.
development. This method is still in practice in small workshops Another method called activity based costing (ABC) involves
and tool rooms. applying the analytical method to all steps in manufacturing
In the analogical method, the cost of die and mold is esti a given product, to estimate the resources (material, labor and en
mated based on similarity coefficients of previous dies and molds ergy) involved in each step. Such a detailed approach for various
manufactured by the firm. In this technique, dies are coded con processes, including casting has been developed by Creese [5]. In
sidering factors such as die size, die material, complexity, ejector tool rooms, this approach is used in the case of dies with complex
cavity geometry. The sources of mold cost can be divided into number of design parameters, and it is difficult to justify or ex
three categories: mold base cost, functional elements (core, cav plain the results.
ity inserts) cost and secondary elements cost. In each category, Menges and Mohren [10] developed an integrated approach
the time needed to obtain the desired geometry by machining is for injection mold cost estimation, in which similar injection
considered as a reference for costing [4]. As can be expected, es molds and structural components of the same kind are grouped
tablishing and validating the costing equation, as well as using it together and a cost function for each group is determined. The
in practice, are cumbersome tasks. cost components are grouped into cavity, mold base, basic func
In the feature based method, mold geometric features (cylin tional elements and special functional elements. Machining cost
der, slot, hole, rib, etc.) are used as the cost drivers. The die for cavity and EDM electrodes is driven by machining time and
manufacturing cost is then estimated using either empirical equa hourly charges adjusted by factors like machining procedure,
tions or tools such as knowledge-based systems and artificial cavity surface, parting line, surface quality, fixed cores, toler
neural networks. Chen and Liu [6] used the feature recognition ances, degree of difficulty and number of cavities. The mold
method to evaluate a new injection molded product design for its bases are assumed to be standard components. Cost of basic
cost effectiveness. They assumed that a product is an aggregation functional elements like sprue, runner systems, cooling systems
of a set of features and feature relationships. These feature rela and ejector systems are estimated on a case to case basis. The
tionships were mapped to convert a part feature into mold related cost of special functional elements like side cores, three-plate
cost evaluations. Chin and Wong [7] used decision tables linked mold, side cams and unscrewing devices is determined based
to a knowledge base to estimate injection mold cost. on actual expenses. One of the limitations is that the machining
In the parametric cost estimation, technical, physical or func time estimate based on mean cavity depth may not give accurate
tional parameters are used as basis for cost evaluation. This results in case of complex shaped molds that require different
method allows one to proceed from technical values character modes of machining like roughing, finishing and leftover mate
izing the product (available with design engineers) to economic rial machining, due to cutting tool size and geometry constraints,
data. Sundaram and Maslekar [8] used regression model ap orientations and settings. Secondly, the work does not appear to
proach in injection mold cost estimation. Lowe and Walshe [9] consider machining cost for secondary surfaces (particularly in
used labor involvement in injection mold making as a reference; case of built-in type cavities or cores), cost implications of mold
mold cost was estimated using linear regression analysis. material (which directly affects cutting tool selection and ma
To summarize, cost similarity and cost functions (cost fac chining time), secondary operations on standard mold bases (to
tors) are the two sets of methods for estimating the mold cost. accommodate cavities, side cores and accessories, special ejector
In the first set, similarity between a new mold and a previ mechanisms and hot runners etc.), and some cushion in cost esti
ous mold developed in the tool rooms is used as a reference. mation to take care of additional work during final machining of
Intuitive and analogical methods fall under this category. In the mating parts.
widely used intuitive method, the cost appraiser may not be in This approach uses more than 15–20 analytical models with
a position to identify all the risk factors and to quantify many of an average 5–8 variables, which need to be statistically estab
them. The analogical method can be successfully used for esti lished, and offers research opportunities.
mating the cost of die bases and other secondary elements where In general, all of above approaches give relatively accu
grouping is much easier. However, in the case of functional elem rate estimates only when tool rooms are involved in develop
ents (core and cavity), grouping becomes a difficult task as their ing a single type of mold (such as injection molds or pressure
geometry, machining sequence and tolerance greatly vary with die casting dies). Die and mold manufacturing is still regarded
product design. as skill and experience oriented manufacturing, and moreover
In the second set of methods, the dependency between the it is not repetitive in nature. Thus there is a need to develop
mold cost and its drivers are expressed in mathematical func a generic die and mold cost estimation model that can be eas
tions. Analytical method, activity based costing, feature based ily implemented for different types of molds and complexity,
method and parametric costing methods falls under this cate and is also flexible to accommodate the decisions of the cost
gory. While analytical methods are well established for esti appraiser. We propose a cost model to meet the above require
mating the machining cost of simple parts, they are difficult to ments, based on the notion of cost drivers and cost modifiers.
apply in die and mold manufacturing because of their geometric Cost drivers depend on geometry and machining time. Cost mod
complexity. Similarly, feature based cost estimation is difficult ifiers depend on complexity, and can be customized using a qual
to apply because the current feature recognition and classifi ity function deployment approach, which is also discussed in
cation algorithms cannot handle freeform surfaces present in this paper.
most of the dies and molds, and other computational techniques
like knowledge-based systems, fuzzy logic and artificial neural
networks may be required to establish the cost relations. Fur 3 Framework for die and mold cost estimation
ther, these techniques may not be able to consider the impact
of assembly restrictions, surface finish requirements, mold trials The cost components of a typical injection molded automo
and other factors. The parametric costing method functions like tive part (assuming a die life of 250,000 parts) are given in
a black box, by correlating the total cost of mold with a limited Fig. 2 [11]. It shows that mold cost (41%) has a much larger
method, act as cost drivers. The manufacturing methods 1D,
2D, etc., represent the simultaneous movement of tool or work
piece with respect to axis X, Y , Z, a, b and c, to get the de
sired geometry. The relative cost for feature manufacturing (ba
sic mold cost) is proposed based on our experience. This is
useful when sufficient mold design and cost data are not avail
able. More precise cost estimation can be assured by integrat
ing analytical costing methods with machined features in later
stages.
The manufacturing cost of mold geometry can be calculated
by Eq. 1 using predetermined machining parameters like feed per
minute (S) and machine hour rate. The summation of machining
cost of all features gives the basic mold cost:
�
n �
Fig. 2. Cost break up of a typical injection molded automotive part [11] L f �
Basic mold cost C f = I f M f , (3)
S
f =1
Part Round boss Round hole Outside Tapered Square hole Square boss L-shape Straight ribs Inclined BSpline/
features Concave boss boss ribs NURBS
Mold Round hole Round pin Convex Tapered Square Square L-shape Grooves/ Inclined BSpline/
features cavity hole protrusion cavity cavity channels groove NURBS
Dimen- D x L D x L R x L x W D/d x L L x B x W L x B x W L /l x W L x B x W L /l x W Cutting area
sions (D x L)
Mfg Milling/ Turning/ Milling EDM Milling Milling + Milling + Milling + EDM 3D Milling +
Process EDM Drilling EDM EDM EDM EDM
Mfg method 1D 1D 2D 2D 2D 2D + 1D 2D + 1D 2D + 1D 2D 3D / 5D
Relative Cost 1 1 3 4 2 8 6 4 8 10
Fig. 3. Structure of the proposed die and mold cost estimation model
For example, consider a circular hole feature with diameter consider only the depth that is, 16±0.010 . Reaming operation is
20+0.018 mm and depth 16±0.010 mm. In this case, diameter 20 normally performed in either CNC vertical machining center or
is a primary dimension and tolerance 18 µm can be achieved a jig-boring machine. The number of settings is one, and the
by the reaming operation. Therefore, it becomes necessary to number of tooling is four (center drill, pilot drill, final drill and
Table 2. Cost impact of side core com
plexity (γc ) Die construction complexity Injection molds Pressure die casting dies
Side core Extra cavity Side cores Extra cavity
γc γcv γc γcv
machine reamer). Therefore, the machining process constant is manufacturability and aesthetic issues. A complex parting sig
considered as 0.2. Hence the machining complexity of the above nificantly increases the manufacturing cost due to increase in
feature is given by: machining complexity (because of cutting tool geometry con
straints) and die assembly time. A non-planar parting surface
16 makes it difficult to match the two halves. Often it results in
I f = 0.2 log2 = 1.93 .
0.020 re-machining, which is not quantifiable by feature based ap
proach. To consider these uncertainties, die parting surface
complexity is divided into three levels: straight, stepped and
3.2 Cost modifiers: Die complexity factors freeform parting surfaces. Straight parting surface will not im
pose any additional cost, however the cost implications of
In die and mold manufacturing, there are many die complexity steeped and freeform parting surface will 10–20% and 20–
factors that have a significant impact on the total cost and are 40%, respectively. This can also be customized as discussed in
considered as cost modifiers. These include parting surface com a later section.
plexity, presence of side cores, surface finish and texture, ejector
mechanism and die material. Their values, established from our
3.2.2 Presence of side cores
experience, are given in Tables 2–4, as a percentage of the ba
sic mold cost (derived from Eq. 3). These are explained in detail The product geometry may comprise a number of undercuts to
here. the line of draw, hindering its removal from the die and mold.
This is overcome by the use of side cores, which slide in such
3.2.1 Parting surface complexity a way that they get disengaged from the molded part before its
ejection. Side cores need secondary elements like guide ways,
Selection of the most appropriate parting surface is an im
cams and hydraulic-pneumatic actuators, which impose an addi
portant activity in die and mold design. Many researchers
tional cost. If product geometry calls for a number of side cores
have reported different algorithms to identify a parting sur
that are actuated in different directions, then die size and cost
face considering the ejection of part from die cavity, ease of
will increase significantly. Aggravated by additional die cooling
arrangements, increased mold assembly time and finish machin
ing during assembly, which may not be easily quantifiable. While
Table 3. Cost impact of surface finishing (γ p ) the cost of side cores machining is already considered in cost
drivers, their influence on over all die complexity due to addi
Type of surface finish Cost modifier γ p
tional accessories, and secondary machining is considered here.
The corresponding values for this cost modifier (γc ) are given in
Surface finish Ra > 0.8 µm 5–10%
Surface finish Ra < 0.8 µm 10–18% Table 2 based on our experience.
Surface texturing by EDM 15–25%
Surface texturing by etching 20–35%
3.2.3 Surface finish and texture
Machining & assembly charges ture machining cost was estimated using Eq. 3. The feature and
5 Die material condition Heat treatment cost its critical dimensions di (i th dimension of feature) and corres
The results are shown in Table 6. The following rates were used
6. Construct the correlation matrix using 0.1–1.0 scale (0.1 = (in Indian Rupees; 1 INR ≈ US$ 0.02):
method. The coefficient of the normalized matrix is given by 3D Milling operation: M f = INR 700/hr
m
2D milling operation: M f = INR 120/hr (conventional milling)
(ri. j · γk. j )
ri. norm =
k=1
, (6) EDM operations: M f = INR 250/hr
j
m
m
(ri. j · γ j.k )
Wire cut EDM: M f = INR 400/hr
j=1 k=1
Jig boring: M f = INR 300/hr .
where
ri. j = coefficient of relationship matrix
γ j.k = coefficient of correlation matrix . 5.2 Cost modifiers
8. Calculate the technical importance of each tooling parameter. The main complexity characteristics of the die considered in this
9. The technical importance values can be used as respective example are as follows:
cost modifiers. • Straight parting surface (simple)
The entire methodology for die and mold cost estimation is • Circular cavity split on both sides (chances of mismatching)
illustrated with an industrial example in Sect. 5. • 12 ejector pins (diameter minimum 3 mm, maximum 8 mm)
• Die material H13 (needs hardening and tempering, hard to
machine)
• Surface finish Ra < 0.4 µm (needs polishing)
5 Industrial example
• Number of side cores: Nil
Figure 4 shows an aluminum part used in ceiling fans, along with • Number of core pins: 12 + 1 (alignment is critical).
the corresponding die inserts. The fan component is produced The QFD model was developed as discussed in Sect. 4. The
using cold chamber pressure die casting process. The die design eight cost elements are represented in the first column of the
Note: Cutting length L f for different operations are given by the following:
Turning = Length of turning × number of cuts
Milling = Length of feature × (width/step over) number of cut
Jig boring = Feed length (depth of bore)
EDM = depth of pocket to be finished
Wire cut EDM = total travel length
QFD model shown in Table 7. The decisions of the cost ap cost modifiers were calculated by adding the coefficients of the
praiser are represented in the second column, in terms of per respective column.
centages of basic mold cost. For example, cost appraiser’s as The impact of various tooling parameters (cost modifiers) on
sessment for parting plane and associated machining is 10% total mold cost is given below:
of basic mold cost; and for housing machining cost to accom
modate functional elements (core and cavity) it is 9%. The Parting surface factor (γ ps ) = 5.8%
die design complexity was analyzed and the cost implications Ejector mechanism factor (γe ) = 18.4%
sents the normalized relationship matrix of QFD. The different Die material factor (γm ) = 17.8% .
Cost modifier
Cost elements Percentage Straight Ejector Few core Surface Die material
cost w.r.t. parting design pins in finish condition
Basic mold cost surface 12 pins both halves Ra < 0.8
Cost modifier
Cost elements Percentage Straight Ejector Few core Surface Die material
cost w.r.t. parting design pins in finish condition
Basic mold cost surface 12 pins both halves Ra < 0.8
5.3 Total mold cost 6. Final die and mold cost estimation using Eq. 5.
7. Listing quoted, actual and estimated costs (Table 9). The
The calculations of total mold cost are given below (in Indian quoted cost is based on the tool designer’s experience. The
Rupees; 1 INR ≈ US$ 0.02): actual cost is accounted from operator’s machine logbook
1. Die material cost: Cm = INR 26325 (approximately 135 kg records and manpower schedule. The estimated cost is deter
@ INR 195/kg) mined from the cost model.
2. Basic mold manufacturing cost = INR 34671 (see Table 6) 8. Calculation of deviations for comparative evaluation.
3. Mold base cost: Cb = INR 58000 (mold base set was pur
chased from vendors). Assume mold base preparation cost The cost deviations of the two methods, intuitive method
γa = 5% of base cost (used for quotation purpose) and the proposed cost model, were
4. Secondary elements cost = Cs (screws and ejectors) = calculated and compared (Fig. 5). The average deviation of es
INR 10200 timated cost from actual cost is found to be 0.4% for the pro
5. Tool design charge Cd ≈ 15% of basic manufacturing cost = posed cost model compared to 2.5% for the intuitive method.
INR (26325 + 34671 + 58000 +10200) × 0.15 = INR 19379. The maximum deviations are 2.5% for the proposed model com
Therefore, total mold cost using Eq. 5 is given by: pared to 16% for the intuitive method. An additional exercise
was to study the effect of overall complexity of the molds
5.8 + 18.4 + 13.6 + 14.1 + 17.8
Mc = 26325 + 34671 1 + on cost deviation. For this purpose, the examples were sorted
100
in the ascending order of their overall complexity as follows:
5
+ 58000 1 + + 10200 + 19379
100 Case numbers:
= 26325 + 58836 + 60900 + 10200 + 19376
1 − 2 − 3 − 4 − 11 − 12 − 8 − 9 − 10 − 6 − 5 − 7 − 13
= INR 175,637 .
Simple −→ Complex
Type of die / Case Product / die Quoted Actual cost Cost Percentage of deviation
mold Description price (accounted) model
estimate
Q A E (1 − Q/ A) ∗ 100 (1 − E/ A) ∗ 100
It is seen from Fig. 5 that the proposed model gives better The proposed cost model forces a systematic approach,
results than the intuitive method for complex molds, in which ac which may be difficult to implement in smaller tool rooms. Sec
curate cost estimations are more important owing to the higher ondly, feature identification and complexity rating for customiz
costs involved. The proposed cost model also appears to be more ing the cost modifiers require some expertise and experience.
flexible, and can be easily customized to individual tool room Integrating a computerized database of previous cases, along
practices by establishing their own ratings for cost modifiers. with automated feature recognition can overcome the above lim
itations and also enhance the efficiency of the proposed cost
model. This is presently being investigated.
7 Conclusion
Acknowledgement The authors would like to acknowledge the Tool and
Die and mold development procedure varies from part to part and Gauge Manufacturers Association (TAGMA), Mumbai, India for sharing
is not very well documented. The conventional cost estimation the information on status of Indian die and mold manufacturing industries.
methods depend on the experience of the toolmaker and may not The cooperation of the staff of Manufacturing Technology Group, Cen
tral Mechanical Engineering Research Institute Durgapur in die and mold
yield realistic estimates, especially when die complexity is high. development and establishing the machining process constant is also ac
In this work, feature based approach, activity based costing and knowledged.
parametric costing methods were integrated to develop a hybrid
die and mold cost estimation model. This cost model is flexible
and project specific, yet easy to apply. A quality function deploy
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