Bosch Limited · NSE:BOSCHLTD
Bosch — Motilal Oswal 20th Annual Global Investor Conference, 2024
14 slides from Bosch's conference presentation, Aug 19, 2024
Slide 1: Future of Mobility
Future of Mobility Guruprasad Mudlapur Managing Director & Chief Technology Officer, Bosch Limited, 1 and President Bosch Group, India August 19, 2024 © Bosch Limited 2024. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of
Slide 2: Safe Harbor Statement
Motilal Oswal 20th Annual Global Investor Conference, 2024 – Future of Mobility Safe Harbor Statement At the outset, we would like to reinforce our Safe Harbor statement. In today’s interactions and presentation, there may be some predictive statements that reflect our current views about Bosch Limi
Slide 3: Future of Mobility
Future of Mobility Evolution of tech. Megatrends Investments in future tech. Consumers and market prognosis Tech-stack Future of mobility … © Bosch Limited 2024. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applicatio
Slide 4: Towards Autonomous vehicle: Evolution of Tech
Future of Mobility Evolution of Tech Smartphone connectivity Incident zone Towards Autonomous vehicle Infotainment Unit warning Geo-fencing Digital Dashboard Remote operations Intersection Cruise control CD player Voice Recognition movement assist ECU ABS ESP FM Radio Gasoline 2000 Diesel 2010 EV 20
Slide 5: Megatrends shaping the Indian Economy
Future of Mobility Megatrends: “Disruptions & boundary conditions that are shaping the Indian Economy” Renewables Middle class Demography Urbanization Digitalization ~50% RE by 2030, Doubling per capita ~50% GenZ & 2x rise in urban Digital economy will Policy support income by 2030 Millennial's by 2
Slide 6: On ground technology changes: Major Investments across India
Future of Mobility On ground technology changes: Major Investments across India focusing on new age technologies of strategic importance for the future ~USD 70 bn ~USD 58 bn ~USD 24 bn ~USD 23 bn Renewable Energy Green Hydrogen Electrification Semi-Conductor • Reliance 9.0 Bn$ • Tata 5.1 Bn$ • TATA
Slide 7: India's Consumer Stack – Buying capabilities
Future of Mobility India’s Consumer Stack – Buying capabilities (current view) Population & per India Class description Archetype / persona of this buying class capita income The Consuming 120Mn people India-1 Effluent class , choices like west, luxury & brand 9% class ~$15K per capita 2.2 Bit older
Slide 8: ..& the cars that they buy !
Future of Mobility ..& the cars that Avg. ticket size of car they buy % share in volume OEM labels & their playing fields they buy ! $45,000 & upwards 1% Luxury car brands: Mercedes, Audi, BMW, Volvo, JLR, Toyota $30,000~45000 2% Premium Models (Top trims): $20,000~30,000 Mahindra-XUV, Scoprio,Thar
Slide 9: Indian Automotive market prognosis
Future of Mobility ICE Volumes in ‘000 EV Volumes in ‘000 Indian Automotive market prognosis | Overall market expected to grow annually at 3% - 4% in long term H2 Volumes in ‘000 Source: (A)MP24 2% 3.3% 6,010 5.4% 969 482 491 5,531 854 452 463 1,274 195 426 433 5,068 4 10 1 19 23 28 4,784 4,684 969
Slide 10: The market of future calls for new approaches – Tech-stack
Future of Mobility The market of future calls for new approaches to business – “Tech-stack” Services Software Processes, methods & tools ADAS1 Motion Energy Body & Infotain-- Comfort ment • Application Software From many Individual Software • Operating System/SDV2 … to five holistic integrated sol
Slide 11: Emerging mobility trends in India
Future of Mobility Emerging mobility trends in India – “No more just a owner based segment” Changing Paradigm of urban mobility Mobility as a Service (MaaS) Electrification Technology Shared Mobility Subscription ADAS Share use of vehicle on need Ownership of vehicle through People Mobility basis re
Slide 12: Benefits of AI in Mobility
Future of Mobility GLOBAL INDEX REGIONAL (BOSCH Tech Compass 2023-24) Make life more 49 Make work comfortable easier 59 BENEFITS OF AI Make work easier 45 Better (Work) Better health 44 Outcomes 54 Increased safety 60 Increased 51 safety MOBILITY BENEFITS Reduced Fuel consumption/greate 54 Easier an
Slide 13: Summary
Future of Mobility Summary Who will define the What drives the next Key factors future? gen. tech? • Regulators • E&E • Simple and solid Architecture foundation tech • Consumers • Compute • Cheaper compute • Stakeholders • Gen AI 13 © Bosch Limited 2024. All rights reserved, also regarding any dispo
Slide 14: Thank you!
Future of Mobility Thank you! Guruprasad Mudlapur Managing Director and Chief Technology Officer, Bosch Liminted and President Bosch Group, India © Bosch Limited 2024. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of appl
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