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Introduction
The content of this article contains information regarding forging presses and their use.
You will learn:
What is a Forging Press?
Forging Press Process
Advantages of a Forging Press
Metals Used in a Forging Press
And much more �
Chapter One � What is a Forging Press?
A forging press functions by deploying a vertical ram that exerts gradual and controlled pressure on a die that holds a workpiece. This process resembles drop forging but utilizes a constant pressure instead of repeated strikes. The steady motion provided by the ram allows deeper penetration into the workpiece, leading to consistent plastic deformation across the material.
There are two primary types of forging press dies: open and closed. In open die forging, the die partially encloses the workpiece, allowing some movement, while in closed die forging—also known as impression die forging—the die completely encloses the workpiece.
Forging presses apply pressure using either hydraulic or mechanical forces. Mechanical forging presses employ a flywheel to store energy that is transferred through a crank system to move the ram. These presses can exert pressures reaching up to 12,000 tons.
On the other hand, hydraulic forging presses create force through high-pressure fluid. Capable of delivering up to 75,000 tons of force, these presses are ideal for more challenging and demanding tasks.
The variety of forging presses is defined by their size and the amount of force they deliver to achieve the plastic deformation necessary in the workpiece.
Chapter Two � What are the different types of forging presses?
The core aspect of modern forging operations is the capability to generate and concentrate substantial force on a workpiece. High-performance forging presses—critical equipment in metal forming and fabrication—deliver the intense power needed to deform and plasticize metals to achieve the most precise tolerances, shapes, and surface finishes. These industrial machines operate using either open or closed dies, catering to a wide range of applications in automotive, aerospace, oil and gas, and heavy machinery industries. Numerous methods exist to produce the required force in forging presses, and these machines are distinguished by their force-generation mechanisms—mechanical, hydraulic, screw, servo, pneumatic, and upsetters.
Forging presses can also be categorized based on their frame design, which can be either straight-sided or C-frame. Straight-sided forging presses feature two parallel sides, offering maximum rigidity for high-tonnage forgings and large batch operations. In contrast, C-frame presses have one side open for easier access, accommodating smaller-scale operations, maintenance, and die changes.
The most basic type of forging press is a mechanical press that has a ram moving vertically to apply pressure and squeeze a workpiece into the desired shape using dies. Modern forging presses represent a significant technological advancement beyond the old hammer-and-anvil methods of ancient times, which deformed materials using a series of blows. Today, high-speed, automated, and programmable presses provide the consistency, repeatability, and product quality demanded by precision parts manufacturing. Other types of forging presses include hydraulic, screw, servo, pneumatic, and upsetters, each producing similar shapes and capable of forging robust metals and alloys—even those with moderate ductility that would shatter under rapid impact or drop forging.
Hydraulic Forging Presses
Hydraulic forging presses generate force by using hydraulic power—fluid mechanics based on Pascal's Law—to achieve immense pressure required for metal deformation. By applying a small initial force to a hydraulic fluid, a larger area of fluid displacement creates the significant force needed to operate the ram, shaping the metal workpiece under low to high tonnage capacities depending on design. These presses typically operate more slowly compared to mechanical presses, providing extended contact times with the workpiece, which is ideal for forging high-strength alloys and precision components.
Hydraulic forging commonly uses open dies, allowing for the free deformation of workpieces. This process is particularly suitable for isothermal forging and for producing large, complex shapes due to its slow, controlled compression rate. Advanced hydraulic forging presses can handle up to 50,000 tons of force, with die beds measuring up to 12 feet by 32 feet—enabling the production of crankshafts, engine blocks, turbine discs, and shipbuilding components.
Hydraulic forging dies endure significant wear because of prolonged contact with heated workpieces. This wear reduces die lifespan, which is a key consideration for press maintenance and production planning. The contact duration varies depending on workpiece material, temperature, and the degree of metal deformation required. Hydraulic presses excel in forging processes requiring deep, controlled deformation and are favored for forming large billets, seamless rings, and custom shafts.
Parts of a Hydraulic Forging Press
Safety Door: The safety door is a correction gate that provides safe access and protection for operators during press operation.
Limit Switch: The limit switch restricts the movement of mechanical elements to prevent over-travel and potential damage, ensuring operational safety.
Manual Control Valve: The manual control valve allows precise fluid control during setup, adjustment, or emergency operations.
Relief Valve: The relief valve manages and controls the maximum hydraulic pressure within the system to prevent overloads.
Pressure Gauge: The pressure gauge offers real-time monitoring of system pressure, aiding in machine control and maintenance.
Hydraulic Cylinder: The hydraulic cylinder delivers unidirectional stroke force to the ram for consistent forging operations.
Oil Tank: The oil tank stores and supplies hydraulic fluid, which is circulated through the press for power transmission and cooling.
Pressing Plate: The pressing plate uniformly applies pressure to the workpiece, ensuring even deformation through the die.
Mechanical Forging Presses
Mechanical forging presses operate via a powerful motor and a controller equipped with a clutch and crankshaft assembly, delivering a fixed stroke profile for every press cycle. The ram accelerates to maximum speed mid-stroke, generating peak forging force at the stroke's bottom—a process ideal for high-volume, precision forging of small to medium-sized metal parts. Automatic knockout or liftout pins are integrated to quickly eject the forged piece from the die, enhancing cycle time and production efficiency.
The mechanical forging process places significant mechanical stress on dies yet applies minimal impact load compared to drop hammers. To prevent rapid wear or breakage, these presses use hardened tool steel dies, increasing die longevity and process reliability. However, the associated costs for custom tooling and die fabrication can be high, and changing dies on mechanical presses is often labor-intensive and time-consuming.
With advancements in automation and digital controls, modern mechanical forging presses achieve production rates of up to 70 strokes per minute. This enhancement in speed significantly reduces labor costs and increases throughput, making them highly suitable for mass production runs such as automotive components, hand tools, and hardware. Their high repeatability and fast operation support critical just-in-time manufacturing strategies.
Parts of a Mechanical Forging Press
Motor: The motor provides the primary power source for the forging process, driving the system with precise speed and torque.
Ram: The ram transmits the force generated by the motor and crankshaft to the upper half of the die, pressing the workpiece into shape.
Die: The die set includes two halves—one attached to the ram, the other to the press base—forming the cavity that defines the final product shape.
Anvil: The anvil secures the lower die, absorbing and transferring force during each forging cycle.
Bailing Compartment: The bailing compartment—or workpiece chamber—holds the heated workpiece before and during the forging cycle, maintaining stability and alignment.
Screw Forging Process
The screw forging process, also known as screw press forging, employs a large flywheel and screw mechanism powered by either friction, electric, or hydraulic drive systems. Like hydraulic presses, screw presses operate at a slower pace, allowing for controlled deformation of the workpiece. The motor drives the screw, delivering a continuous, controlled pressure as it pushes the ram downward in a long stroke. Screw presses are highly suited for forging non-ferrous alloys, tool steels, and heavy-duty industrial components, with force capabilities reaching up to 31,000 tons.
Friction Drive Forging Presses - Utilize vertically mounted continuous drive wheels. The downstroke is achieved by engaging the drive wheels and flywheel, accelerating the ram. Once energy is expended, the system stops; reversing brings the ram to the top. They are robust, easy to maintain, and commonly used for medium to large forgings.
Direct Electric Drive Forging Presses - Incorporate a reversible electric motor into the screw and frame structure. This modern design offers improved efficiency, reliability, and speed of operation, and provides precise reversing action for the ram's motions.
Gear Drive Forging Presses - Feature a gear drive and slipping clutch-flywheel assembly, protecting the drivetrain from overload via the clutch. These presses can employ hydraulic or electric drive motors, delivering the highest tonnage—up to 16,000 tons—and are chosen for forging large valves, flanges, and heavy mechanical components.
Servo Forging Process
A servo forging press is an advanced forging machine that utilizes a servo motor to drive an eccentric gear, precisely controlling slider movement. This innovative process converts the motor's driving force into linear reciprocating motion via screws, cranks, and elbow rods, enabling meticulous control over the slider's position, speed, stroke, and forging pressure. Sophisticated electronic controls and programmable logic controllers (PLC) make servo forging presses ideal for precision metal forming, high-mix low-volume manufacturing, and industries demanding flexible, energy-efficient, and highly-accurate production.
The transmission mechanism of a servo motor forging press transfers energy from the servo motor to the actuator, which drives the slider in a reciprocating motion to complete the forging process. While servo-motor forging presses generally have limited torque, restricting them to low-tonnage forging applications, they excel at complex, small batch, and custom metal part production.
Overall, servo presses are designed for energy efficiency and reduced maintenance, making them environmentally conscious solutions for modern manufacturing. These presses are also known for their quick setup, repeatable performance, and intelligent diagnostics—supporting Industry 4.0 initiatives in smart factories.
Advantages of Servo Motor Forging Presses
Production Efficiency - Each phase of the forging process, including ram position, pressure, and forming speed, can be individually programmed, enhancing cycle time and consistency.
High Quality - The position siding block can be adjusted with extreme precision, allowing for tolerances of ± 0.0004 in (0.01 mm) and improved part repeatability.
Low Noise - Servo forging presses operate with significantly reduced noise levels, promoting a safer and more comfortable work environment compared to traditional mechanical and hydraulic machines.
Control - Advanced motion control and feedback systems enable precise regulation of every detail in the forging operation—improving accuracy, die lifespan, productivity, and consistent product quality.
Environmental Protection - The servo forging process utilizes less energy, contains fewer moving parts, requires reduced lubrication, and minimizes environmental footprint compared to legacy forging equipment.
Pneumatic Forging Process
Pneumatic presses utilize compressed air or gas as their power source, which is directed into a cylinder attached to the ram. As the cylinder fills, air pressure causes the ram to move downward, delivering a smooth, controllable stroke for forging. Once the forming process is complete, the air or gas is vented, allowing the ram to return to its initial position. Pneumatic forging presses are well-suited for light to medium-duty work, including precision forging, deep drawing, assembly, punching, and blanking—offering fast actuation and lower maintenance costs. They are commonly used for shaping non-ferrous metals, aluminum, and light gauge steels, as well as applications requiring fast cycle times without the need for extremely high force.
Upset Forging and Upsetters
Upset forging, also known as heading, is a metal forming technique utilizing a specialized horizontal forging press called an upsetter. The upsetter delivers axial force with a horizontally-moving ram, pressing the heated workpiece between two die halves. The heading tool—a punch or heading die—applies pressure along the longitudinal axis, displacing and reshaping the end of the workpiece. Two gripper and cavity dies—with one fixed and one movable—firmly secure the material, while a puncher mounted on the header slide drives the forging action.
This process begins with the movable die sliding toward the stationary die, ensuring the workpiece is held securely. The punch or ram then advances, forcing the workpiece to conform to the die cavities. Upon completion of each cycle, the punch or ram retracts and the movable die releases the newly forged part. Multiple cycles can be repeated as needed for complex shapes or multi-stage forging processes.
Preheating the workpiece before upset forging is a best practice, as it promotes optimal grain flow, reduces forging forces, and maintains metal integrity. The result is a forged component with superior mechanical properties such as increased tensile strength, fatigue resistance, and enhanced durability—qualities highly sought after in critical components.
Upset forging is frequently employed as an intermediate stage in closed-die or progressive forging sequences. Its primary applications include the production of fasteners (bolts, screws, nuts, and rivets), flanged shafts, axles, pipeline fittings, and specialty automotive, aerospace, and construction parts.
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Chapter Three � What are the advantages of using a forging press?
The forging press process is generally faster and more cost-effective compared to other methods. It results in a grain flow that enhances the strength of the final product. The diagram below illustrates the differences in grain flow among various methods: casting, machining, and forging. Casting typically exhibits no distinct grain flow, machining maintains a straight grain flow, while forging produces a grain flow that conforms to the shape of the piece.
The texture of the forged piece is continuous, which contributes to enhanced strength in the final product.
Advantages of the Forging Press Process
Strength-to-Weight Ratio
Throughout the forging process, the grain structure of the material is compressed, which reduces stress on corners and fillets, thereby increasing the overall strength of the piece.
Reduced Defects
Forging helps minimize metallurgical defects like porosity and alloy segregation, leading to less time required for machining the finished piece and better results during heat treatment.
Post Forging Treatments
Since forging eliminates voids and porosity, the pieces can be machined post-forging without compromising dimensional accuracy or quality. Tolerances are typically within 0.01 to 0.02 inches (0.25 to 0.5 mm).
Cost Savings
Forging offers cost savings through efficient raw material usage, decreased machining time, and the ability to reclaim die material.
Die Life Span
The longevity of a die depends on factors such as the materials being processed, the strength of the material, the precision of the required tolerances, and the complexity of the design.
Higher Productivity
Forging presses come in a broad range of tonnages, from a few hundred to several thousand tons, and can achieve working speeds of up to 40 or 50 parts per minute. The process typically completes parts in a single squeeze, although complex and intricate designs may slow down production. Forging presses are suitable for mass-producing a variety of components, including nuts, bolts, rivets, screws, brake levers, bearing races, valves, and many other parts.
Produces Complex Designs
In press forging, dies typically feature minimal draft, enabling the production of intricate and detailed shapes with high dimensional accuracy. Forging techniques can achieve deep protrusions, extending up to six times the material's thickness. By design, draft angles can be minimized or entirely removed to enhance precision.
Materials
Various ferrous metals, such as stainless steel, can be used in forging processes. Additionally, non-ferrous metals are particularly well-suited for press forging due to their desirable properties in shaping.
Process Control
In press forging, the speed, stroke length, and pressure of the die are automatically regulated to ensure precision and operational efficiency.
CNC Automation
The press forging process offers similar capabilities as other manufacturing techniques and can utilize CNC programming for design input, including automated blank feeding and removal of forged components.
Plastic Deformation
Plastic deformation penetrates deeply into the workpiece, ensuring uniform deformation throughout the metal.
Operators
Like all manufacturing processes, safety is a critical consideration. A benefit of press forging is that it generally does not require specialized training for operators, apart from ensuring safety protocols are followed.
Mechanical Properties
Forged components exhibit enhanced toughness and strength due to their continuous grain structure. Press forging also improves the flexibility of the final products, making them more ductile. Additionally, forged parts are anisotropic, meaning their properties vary along different axes due to the grain alignment.
Consistency
Each forged component maintains consistent structural characteristics from the initial to the final part. The controlled and monitored production process ensures uniform composition and structure, minimizing variations in machinability and eliminating transfer distortion.
Chapter Four � Which metals are commonly used with forging presses?
Press forging can be applied to a wide variety of metals, although some are more suitable for the process than others. The metals commonly used include carbon steel, stainless steel, tool steel, aluminum, titanium, brass, and copper. High-temperature alloys containing cobalt, nickel, and molybdenum are also amenable to press forging. The selection of metal depends on the specific requirements of the final product, considering factors such as strength, durability, and weight.
Bar stock is selected based on its grain structure, mechanical properties, shape, dimensions, surface quality, and suitability for mass production.
Metals Used in a Forging Press
Steel
Steel must be heated to approximately 2200°F (1200°C) to be suitable for press forging. This heating process enhances the steel's ductility and malleability, allowing it to be shaped effectively under pressure. The increased plasticity of the steel ensures that a billet can be formed permanently without the risk of cracking.
Aluminum
Aluminum is ideal for forging because it is lightweight, corrosion resistant, and durable. Forgings of aluminum are used in applications requiring performance and the ability to endure excessive stress. Aluminum has high thermal conductivity, design flexibility, and fracture toughness. It can be forged using open or closed dies and does not require preheating before being forged.
Titanium
Titanium boasts superior weight-to-strength and strength-to-density ratios, along with exceptional corrosion resistance. To enhance its inherent toughness and strength, titanium is heat-treated before being subjected to press forging.
Stainless Steel
Stainless steel, known for its corrosion resistance and remarkable strength, is versatile for forging into various shapes. Among its many grades, 304(L) and 316(L) are particularly used in press forging. Due to its strength, stainless steel demands higher pressures during forging and is processed at temperatures ranging from 1706°F to 2300°F (930°C to 1260°C).
Brass
Once brass is trimmed to the desired lengths, it is heated to approximately 1500°F (815°C) and then forged using either a closed or open die. Brass can be molded into various shapes and sizes, ranging from just a few ounces to several tons. Forged brass offers enhanced strength and durability.
Copper
Before forging, copper bars are heated to prepare them for shaping. Once heated, the bars are molded into their final form. Forged copper is known for its outstanding electrical and thermal conductivity. Copper forgings are categorized into high conductivity types and non-electrical grades, which are used for engineering purposes.
Magnesium
Magnesium is known for its low density while offering strength and stiffness that surpasses both steel and aluminum. However, it is more expensive and challenging to forge. The magnesium alloys most suitable for forging include AZ31B, AZ61A, AZ80A, ZK60A, M1A, and HM21A. Pure magnesium poses a risk of ignition, which is why it is typically alloyed with other metals to mitigate this issue.
Chapter Five � What are the disadvantages of a Forging Press?
The press forging process has many qualities that have made it an excellent means for producing high volumes of parts at low cost. Regardless of its wide use, there are drawbacks, limitations, and disadvantages to the process.
Disadvantages of Press Forging
Cost
Cost is a significant consideration in press forging. The machinery used for this process is large and must be robust to generate the necessary force. The tools and dies used must be custom-made from specific metals.
Complex Parts
Press forging is not suitable for producing highly intricate parts and designs. While it can handle components with complex external shapes, it struggles with parts requiring internal cavities and detailed features.
Types of Parts
Only parts that can be shaped by pressing two dies together can be manufactured. Delicate features, overhangs, and special additions are not feasible with this method.
Dies
Forging press dies are costly and challenging to produce, especially for complex parts. They are crafted from a specific steel type, which must be heat-treated, roughly machined, and finely finished.
Amount of Force
Pressing a part in a forging press requires immense pressure, necessitating large and costly equipment.
Heated Metals
If a metal needs to be heated before press forging, additional finishing steps are required after the process.
Size
Press forging is limited to producing parts of specific sizes, which excludes large-scale designs.
Metals
The types of metals suitable for press forging are restricted. Cast iron, chromium, and tungsten cannot be forged using this method due to their brittleness.
Defects
Despite eliminating shrinkage and porosity, press forging can still result in defects such as laps, piping, and die failures in the final product.
Metals that require heating before pressing can develop residual stress if not cooled properly after the process.
Scale Pits
Scale pits occur when the surface to be forged is inadequately cleaned, particularly in open environment forgings.
Flakes
Flakes are internal cracks that appear during the cooling phase after heating and pressing, weakening the final product.
Time Consumption
Press forging applies pressure gradually, with the die remaining in contact with the workpiece for an extended period, which slows down production.
Chapter Six � What parts are produced by a forging press?
Forging presses play a crucial role in the manufacturing processes across various industries, including automotive, aerospace, agricultural machinery, oilfield components, tools and hardware, and military ordnance.
Automotive Parts
In automobiles, press forged components are used at locations subjected to shock and stress. A single car or truck may contain more than 200 press forged parts. Some examples are illustrated in the diagram below.
Aerospace Parts
Both ferrous and nonferrous forgings are utilized in helicopters, piston-engine planes, commercial airliners, and supersonic military jets. Aircraft are engineered with press forged components and may include over 400 distinct forged parts. Examples are shown in the diagram below.
Tractors and Earthmovers Parts
Forged components used in farm tractors and earthmovers include engine and transmission parts, gears, sprockets, levers, shafts, spindles, ball joints, wheel hubs, rollers, yokes, axle beams, bearing holders, and links.
Tank Parts
There are more than five hundred forged components in tanks.
Oil Platform Valves and Fittings
Forging press components are crucial in the construction of oil platforms because of their durability, absence of porosity, and capacity to endure high-pressure environments.
Chapter Seven � What are the safety requirements for operating a forging press?
The Occupational Safety and Health Administration (OSHA) has established guidelines and standards that manufacturers must adhere to for the safe operation of forging presses.
OSHA's regulations for operating forging presses are detailed in standard 29 CFR Part 1910.
Required Inspections
Clutch
Brake
Linkages
Counterbalances
Air lines
Worn or damaged parts
Important Safety Considerations
Electrical: Presses must have a disconnect switch, motor starter, and a transformer for reducing voltage
Covers: Shafts, crankshafts, pulleys, sprockets, rolls, flywheels, gears, and couplings must be covered.
Side Barriers: Side barriers include light curtains to prevent standing near the point of operation.
Guards: If light curtains are not being used between the operator and point of operation, then guards should be installed.
Danger Signs: Warning signs should be mounted on the device and must be clearly visible.
Hand Tools: Hand tools should be used when feeding or retrieving pieces from the equipment.
Mirrors: Mirrors should be mounted on the sides and back of the machine.
Two Hand Controls: Two hand controls are necessary for single stroke devices.
Pullback or Pullout Devices: Pullbacks, attached to the operator‘s hands, pull the operator‘s hands away from the machine when it begins its stroke.
Restraints: Restraints operate on the same principle as pullbacks and are adjusted so the operator can never reach the point of operation.
Gates: Gates can be type A or type B. A gates are used in full revolution presses, while B gates are used in partial revolution presses. A gates must be closed before press operation begins and must remain closed. B gates protect the operator on the down stroke.
Conclusion
The forging press process uses a vertical ram to apply gradual, controlled pressure to a die holding a workpiece.
There are several methods for creating force for a forging press, which include mechanical, hydraulic, servo, and pneumatic.
The process of a forging press is quicker and less expensive than other production methods.
Regardless of the wide use of press forging, there are drawbacks, limitations, and disadvantages to the process.
Forging presses are an essential part of the manufacturing processes of several industries, which include automotive, aerospace, agricultural equipment, oilfield parts, tools and hardware, and military ordnance.
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