Planetary Gear Ratio Calculator and Epicyclic Gear Train Simulator
A planetary gear set (also called an epicyclic gear train) has three members on one axis:
- a central sun gear;
- an internal-toothed ring gear (annulus);
- a carrier holding two or more planet gears that mesh with both.
The set has two degrees of freedom, so it has no ratio until one member is held (or two are driven). Hold a different member and the same gears give a different ratio, a reverse or an overdrive. That is why planetary gears are found in automatic transmissions, hybrid cars, bicycle hubs and wind turbines. The simulator above lets you hold, drive or free each member of a working set and read every speed, torque and power.
The Willis equation
Seen from the carrier, the planets spin on fixed pins and the set is an ordinary gear train with ratio −Nr/Ns. That observation is the Willis equation:
(ωs − ωc) / (ωr − ωc) = −Nr/Ns ⇔ Nsωs + Nrωr = (Ns + Nr)ωc
Any two speeds fix the third. With standard (unshifted) gears the ring must also satisfy the coaxial condition Nr = Ns + 2Np, so that the sun-to-planet and planet-to-ring centre distances are equal.
Planetary gear ratios for every arrangement
For the simulator's default set (sun 24, planets 18, ring 60 teeth), with input speed ÷ output speed as the ratio:
| Held | Input | Output | Ratio formula | 24 / 60 set | Use |
|---|---|---|---|---|---|
| Ring | Sun | Carrier | 1 + Nr/Ns | 3.50 | Low reduction |
| Sun | Ring | Carrier | 1 + Ns/Nr | 1.40 | Mild reduction |
| Carrier | Sun | Ring | −Nr/Ns | −2.50 | Reverse |
| Sun | Carrier | Ring | Nr/(Ns + Nr) | 0.714 | Overdrive |
| Ring | Carrier | Sun | Ns/(Ns + Nr) | 0.286 | High overdrive |
| Carrier | Ring | Sun | −Ns/Nr | −0.40 | Reverse overdrive |
| Two members clutched | Any | Any | 1 | 1.00 | Direct drive |
The ring-held arrangement gives the largest reduction from one set. That is why it is the standard industrial planetary gearbox stage, with typical single-stage ratios of 3 to 10.
Worked example: the tabular method
Ring held, sun driven at 1200 rpm, sun 24 and ring 60 teeth. Lock the whole set and turn it +x, then hold the carrier and turn the sun +y:
| Step | Sun | Carrier | Ring |
|---|---|---|---|
| All locked, turn +x | x | x | x |
| Carrier held, sun +y | +y | 0 | −y·24/60 |
| Total | x + y | x | x − 0.4y |
The ring is held, so x = 0.4y. The sun turns at 1200 rpm, so x + y = 1.4y = 1200, giving y = 857.1 and x = 342.9 rpm. The carrier turns at 342.9 rpm, a ratio of 3.5, in the same direction as the sun. Each planet spins at x − y·24/18 = −800 rpm absolute, against the sun.
Torque, power and planetary gearbox efficiency
At steady speed the three external torques must balance: Ts : Tr : Tc = Ns : Nr : −(Ns + Nr). The carrier always carries the largest torque, and the held member carries a reaction torque but does no work. Mesh losses depend on the power flowing relative to the carrier, not on the power through the set. This basic-ratio method gives a well-known result: with a basic-train efficiency of η0 = 0.98 × 0.99 = 0.970, the ring-held reduction runs at (1 + 2.5×0.970)/3.5 = 97.9 %. That is better than the 97.0 % of the same gears used as a fixed-carrier reverse train, because part of the power passes through the set without sliding over teeth. The Two inputs set-up shows that a set can also split or merge power, which is how a hybrid car and a vehicle differential work.
Assembly and neighbour conditions
Equally spaced planets can be fitted only when (Ns + Nr)/n is a whole number. Sun 24, ring 60 takes 2, 3, 4 or 6 planets but not 5. Adjacent planets must also clear each other at their tips: (Ns + Np)·sin(180°/n) > Np + 2. Increase the planet count in the simulator until the planets clash and it outlines them in red. Choose a tooth sum that does not divide and the planets move to unequal spacing, which some real gearboxes use deliberately.
Planetary gears in real machines
- Hybrid power split: the Toyota Prius uses a single planetary set (sun 30, ring 78) as an electronically controlled CVT. The generator MG1 on the sun sets the engine speed independently of road speed. Its real pinions have 23 teeth and are profile-shifted, which is why 30 + 2×23 is not 78.
- Automatic transmission: the Simpson gear set uses two planetary sets sharing one sun. Two clutches and two bands give 2.45, 1.45, 1.00 and a 2.22 reverse.
- Bicycle hub gear: a three-speed hub fixes the sun to the axle and gives 0.75, 1 and 1.333.
- Wind turbine: a planetary first stage (about 5.7:1) shares the enormous rotor torque between three or more planets.
Who uses this simulator?
Mechanical and automotive engineering students studying epicyclic gear trains, the Willis equation and the tabular method for exams; diploma and vocational learners on automatic transmissions; teachers who want a projector demonstration of which member is held; and designers who need a quick planetary gear ratio, tooth-count and assembly check.
Frequently asked questions
How do you calculate the gear ratio of a planetary gear set?
Hold one member, drive a second and take the output from the third, then use the Willis equation Ns·ωs + Nr·ωr = (Ns + Nr)·ωc. With the ring held, sun in and carrier out the ratio is 1 + Nr/Ns. With the sun held and the ring driving the carrier it is 1 + Ns/Nr. With the carrier held, sun in and ring out it is −Nr/Ns, a reverse. The other three arrangements are the inverses of these.
What is the Willis equation for an epicyclic gear train?
It states that, seen from the carrier, the set is an ordinary gear train: (ωs − ωc)/(ωr − ωc) = −Nr/Ns. Rearranged it reads Ns·ωs + Nr·ωr = (Ns + Nr)·ωc. Any two speeds fix the third, which is why a planetary set needs one member held (or two driven) before it has a definite ratio.
How many planet gears can a planetary gear set have?
Equally spaced planets fit only when (Ns + Nr) divided by the number of planets is a whole number; that is the assembly condition. The planets must also not touch each other: (Ns + Np)·sin(180°/n) must be greater than Np + 2. The ring must also satisfy the coaxial condition Nr = Ns + 2Np for standard gears.
How does a planetary gear set give reverse?
Hold the carrier. The planets then spin on fixed pins and act as idlers between the sun and the ring, so the ring turns the opposite way to the sun at a ratio of −Nr/Ns. Automatic transmissions get reverse this way, by braking a carrier.
How does the Toyota Prius power split device work?
It is one planetary set: the engine drives the carrier, the generator MG1 is on the sun, and the ring is geared to the wheels and to motor MG2. With 30 sun and 78 ring teeth, 72 % of the engine torque reaches the ring and 28 % is held by MG1. Because the Willis equation leaves one degree of freedom, MG1's speed sets the engine speed independently of road speed, which makes it an electronically controlled CVT.
Explore Related Simulators
For spur, idler, compound and worm trains, use the Gear Train Calculator. For a layshaft manual transmission, open the Gearbox Simulator. To check that the teeth of your planetary set will survive the load, run the planet mesh through Gear Strength (Lewis and AGMA). The Belt & Chain Drive simulator covers the other common way of changing speed.
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