Bayerische Motoren Werke AG · XETR:BMW
Bayerische Motoren Werke — BMW Group — Investor Day (2024)
45 slides from Bayerische Motoren Werke's investor day presentation, Aug 31, 2024
Slide 1: Investor & Analyst Days 2024
I GROUP INVESTOR & ANALYST BM ’ DAYS 2024
Slide 2: Digital Product Strategy
m.. DIGITAL PRODUCT a | | STRATEGY
Slide 3: What do you expect from a car?
~~ WHAT DO YOU EXPECT ” FROM A CAR? a —< Ey \ od e,
Slide 4: Digitalization addresses the overall company
DIGITALIZATION ADDRESSES THE OVERALL COMPANY. Consistent digitalization to exploit potentials in all business segments. Business Processes ‘Smart logistics Unique user experience Innovative automation fe, comfortable and assistance systems innovative driving experience Virtualization Caras a best ma
Slide 5: Digital is an essential part of our BMW Group product strategy
DIGITAL IS AN ESSENTIAL PART OF OUR BMW GROUP PRODUCT STRATEGY. ICONIC INSPIRING DESIGN SUSTAINABILITY ELECTRIFYING DIGITAL DYNAMICS INTELLIGENCE PORTFOLIO OF STRONG CHARACTERS
Slide 6: Key elements of the BMW digital strategy
KEY ELEMENTS OF THE BMW DIGITAL STRATEGY ENABLE STATE-OF- THE-ART DIGITAL EXPERIENCE. ASEAMLESS PERFECTLY 3P0 PARTY ALWAYS FULLY USERINTERFACE ASSISTED CONTENT CONNECTED UPDATEABLE 20+ years of BMW iDrive 40+ Driver Assistance Alexa, Youtube, 5G, My BMW App, Largest upgradeable fleet BMW Operating S
Slide 7: Target picture: digital car strategy
TARGET PICTURE DIGITAL CAR STRATEGY. The inspiring overall digital experience blends seamlessly into every driving moment and combines them into the ultimate driving experience, The vehicle becomes an intelligent, always up-to-date companion. Dr 19 dynamics are combined with assisted 1g in a unique
Slide 8: Future becomes present
FUTURE BECOMES PRESENT. Ajoyful nce by the BMW. fea
Slide 9: Offering our customers a safe, comfortable and innovative driving experience
OFFERING OUR CUSTOMERS ASAFE, COMFORTABLE AND INNOVATIVE DRIVING EXPERIENCE. e120 eb. @ ne f@f D LEVEL MARKET AVAILABILITY Automated Levelé Valet Porking Offer in Germany ince March 2024, GEMS ees Fis OBMeth ™ ‘BMW 7 Series fern USA, Conde ondGemanysne Ocober2023, IE, RMU = aa, onic Worldwide ote 3)
Slide 10: Our development teams within a global network
OUR DEVELOPMENT TEAMS ole WITHIN A GLOBAL NETWORK. : Pane, Py na Bangalore, @ Chennai Nanjing — @ Tokyo @ Mountain view @ Sio Paulo @ Pretoria ~ a e.. Pont suf fy Ys 5 ata ’ 4 ! sll Py 2002 Ramp-Up 2011 2012 2017 2021 BMW Cor IT Huron Machine lee Comectedive aw cor ‘Asonomous aA >8,500 ae {chon tim
Slide 11: Our digital car strategy defines our long-term direction
OUR DIGITAL CAR STRATEGY CLEARLY DEFINES OUR LONG- TERM DIRECTION AND PUTS US AHEAD OF THE COMPETITION. rmultimodally, | ON |B NE | < Our overall digital | Our driving Anchoring | Shift towards cross- | We develop experience blends experience strategy “Pick & Choose" generation platform —_ software
Slide 12: Holistic digital experience
Mw :. HOLISTIC DIGITAL EXPERIENCE
Slide 13: Turning challenges into opportunities
TURNING CHALLENGES INTO OPPORTUNITIES. We are constantly observing external factors for our digital Customer Experience.
Slide 14: Unique user interface
UNIQUE USER INTERFACE. Connects driver with vehicle and outside world: naturally, intuitively and multi-modally for more than 20 years.
Slide 15: UI/UX - the important differentiator
UI/UX - THE IMPORTANT DIFFERENTIATOR. An outstanding digital experience will impact customer decisions.
Slide 16: Content is key
CONTENT IS KEY. i anh HPC EnBW mobility+ * 22 + sf Lf Gaming - Aconsole Video -Xperi Gaming - Airconsole ‘ = | | = ie UR al oer pee) Sst oa f is ‘Who Wants to be a Millionai Be] ere — aS a ae (CONNECTED DRIVE STORE BMW optimized Route 34 Party Apps - Faurecia Aptoide i © HPCIOCENBW mobilty+ © he
Slide 17: Open WeChat, Swipe, Click
OR Open WeChat Swipe Click Select Mini Program Use the app
Slide 18: Pick the best: our approach across the tech stack
PICK THE BEST. OUR APPROACH ACROSS THE TECH STACK.
Slide 19: BMW Charging optimised route - best in class
BMW CHARGING OPTIMISED ROUTE - BEST IN CLASS. Peace of mind on all-electric long-distance journeys. ® Berlin, 10117, Deutschland 1a B300kw 8 1/4 10% » 64% 25min j HPC/DC EnBW mobility+ _ HPC EnBW mobility+
Slide 20: BMW Connectivity: best managed device
BMW CONNECTIVITY. BEST MANAGED DEVICE. THE DIGITAL PER EY ce ee 13 M.+ APP USERS. ARS. — REQUIRES CONNECTED A a) privacy first. i
Slide 21: The connected vehicle is based on a powerful cloud backbone
THE CONNECTED VEHICLE IS BASED ON A POWERFUL aa CLOUD-BACKBONE. A flexible data collection infrastructure and a future-proof wall CONNECTED Al PLATFORM Al platform. Scalable, word-wide cloud platform Flexible, compliant data collection Al platform in the cloud and vehicle World-wide 24/7 availabilty
Slide 22: All is nothing without data
ALLIS NOTHING WITHOUT DATA. Connected Vehicle Platforms. THESE FIGURES ARE EXPECTED TOTRIPLEOVER THE NEXT TWO YEARS, 22M.+ Connected vehicles 12Bt+ Requests per day 165TB Data sent to fleet per day 8M.+ Fully upgradable vehicles 1.100+ Microservices 99.95% Reliability
Slide 23: The new BMW iDrive
THE NEW BMW iDRIVE. We offer an interactive, integrated system forthe ultimate UI/UX experience. \ Multifunctional Steering Wheel
Slide 24: Software-defined vehicle and its electronics foundation
m. SOFTWARE-DEFINED VEHICLE GROUP ' AND ITS ELECTRONICS FOUNDATION
Slide 25: BMW's software-defined vehicle is the delivery platform to our digital customer promise
BMW's SOFTWARE- DEFINED VEHICLE IS THE DELIVERY PLATFORM TO OUR DIGITAL CUSTOMER PROMISE. Five pillars are key to realizing the SDV potential. ‘Scalability of hardware ond software layers leverages development across segments. Updateability keeps features and platforms fresh ‘over generations. Evolu
Slide 26: The evolution of BMW's E/E architecture
THE EVOLUTION OF BMW's E/E ARCHITECTURE. Neue Klasse: Zonal architecture with centralization of performance compute. LOCAL DISTRIBUTED CENTRAL GATEWAY DOMAIN ZONAL — Gatenoy Untimid 90s ‘Starting in 90s 20132018 2021 2025 A zonal architecture with central performance compute platforms is key for SDV
Slide 27: Navigating zonal architectures: three tiers of ECUs
NAVIGATING ZONAL ARCHITECTURES: THREE TIERS OF ECUs. Central performance compute, zonal compute and peripherals. FUNCTIOANLITY E/E SYSTEM BUILDING BLOCKS Central compute platforms with hundreds ofkDMIPsper platform, Differentiated domain requirements: Safety vs. open POSIX ystems, Regular hardware u
Slide 28: BMW E/E architecture from today to Neue Klasse
BMW E/E ARCHITECTURE. FROM TODAY TO NEUE KLASSE. Central performance compute, zonal compute and peripherals.
Slide 29: Neue Klasse with centralization and intelligent computing
NEUE KLASSE WITH Consolidated, more efficient, and, at the same time, more powerful thanks to new technologies. Increased performance and functionality. +20% energy efficiency . Full zonalization of wiring harness. 30% weight reduction Variant reduction by factor 3.000 Increased diagnostics capabili
Slide 30: Smart energy management with smart eFuses
SMART ENERGY Advantages ofeFuses MANAGEMENT WITH — . = Slaitcanti foster power switching SMART eFUSES. ~~ . ws * Reduced need for maintenance and servicing (selF-healing) * Saves raw materials and weight With our zonal architecture {as physical cables can be reduced) we also introduce Smart eFuses r
Slide 31: Leading the path to next generation E/E architecture
LEADING THE PATH TO NEXT GENERATION E/E ARCHITECTURE. Co-development and (setting) standards in the right technical fields is key. BMW GROUP IS PUSHING FURTHER ‘STANDARDIZATION. eFuse standardization Goint initiative by BMW Group and Infineon} OPEN Alliance (initiated by BMW Group) Automotive SerDes
Slide 32: The digital car tech stack
THE DIGITAL CAR TECH STACK. We are in control over the tech stack across domains and layers — for several generations already. SER Eade Pregl OFFBOARD ONBOARD Connected > 22 million BMW Group vehicles Platform onnected to BMW Cloud. Driving Body con =f gp a ae Cloud and ‘Software applications. BMW/M
Slide 33: Rapid coverage of the product range: reality = plan
RAPID COVERAGE OF THE PRODUCT RANGE: REALITY = PLAN. We reliably deliver strong: Launching new products and developing the future simultaneously. Alknew Mis 1 Albnew Minis Anew BMWs (EV) AllnewRolsRoyce 2001 ae ®& & 24 months: ‘Substantial nf 15+ models (including LCIs) launched. itainment upgrades
Slide 34: Over-the-air (OTA) upgrade
OVER-TH E-Al R (OTA) LARGEST OTA FLEET ALL FUNCTIONAL DOMAINS ALL POWERTRAINS UPGRADE. Beit ‘and counting ) BF iotcinment BEV Upgradeability as essential 45+ Drivetrain enabler to keep the whole fleet models up-to-date and secure. ADAS PHEV “ 3 brands (BMW, MINI, RR) Charging ae i a*| ALWAYS FRESH (
Slide 35: Software: generations vs continuity
SOFTWARE: GENERATIONS VS CONTINUITY. Evolutionary, scalable platforms are essential to enable software continuity and re-use. OLD WORLD vs BMWGROUP TODAY > TIME I YEARS Increasing effort across generations with LRECEN ICEL IS .» evolution of hardware & semiconductors. New supplier constellations bri
Slide 36: Modular and stable hardware platforms enable software continuity
MODULAR AND STABLE ee HARDWARE PLATFORMS @ SS muse ENABLE SOFTWARE COMPACT MID-SIZE CONTINUITY. In hardware... == Both are of utmost importance ul Pie | to allow for scalability across brand and product portfolio. «+ and software
Slide 37: Digital foundations: three essential enablers for the software-defined vehicle
DIGITAL FOUNDATIONS. THREE ESSENTIAL ENABLERS FOR THE SOFTWARE DEFINED VEHICLE. ONBOARD PLATFORM © OFFBOARD PLATFORM <> DEVELOPER TOOLING ee SW Platforms for Connectivity backend, Processes, methods & Infotainment, ADAS & 3" party integration, OTA. tools to enable state-of Body/Drive. upgrades and o
Slide 38: It's not just one automotive operating system
IT'S NOT JUST ONE AUTOMOTIVE OPERATING SYSTEM. We are running three main software platforms for Infotainment, ADAS and Driving/Body. Performance-functions with 3" party ecosystems, Performance POSIX SW-Platform based on Linux / AOSP*. Open-source. Performance safety-functions Real-time-functions for
Slide 39: Developer tooling: BMW Software Factory
DEVELOPER TOOLING: BMW SOFTWARE FACTORY PROVIDES GLOBAL DEVELOPER ENVIRONMENT. Enabling independent tr et iaprtor’ ‘and methods for ibuti state-of-the-art software development pene rion ro ouy across all BMW Group departments. global developer network. Professionally operated software toolchain - st
Slide 40: Customized and handcrafted toolchain grew rapidly
CUSTOMIZED AND 'HANDCRAFTED' TOOLCHAIN GREW RAPIDLY. Enables delivery of increasing and more complex software — across domains and regions. CODECRAFTREALIZED A GLOBAL SW & CODECRAFTDELIVERS SCALABILITY tJ DEVELOPMENT ENVIRONMENT FOR BMW. 2015 2024 #buildsperday ~ 25k ~ 150k jobs perhour ~150 wk #(PU
Slide 41: BMW together with partners has initiated a push within Eclipse SDV
BMW TOGETHER WITH THREE JOINT WORKSTREAMS WERE SET UP. PARTNERS HAS INITIATED A PUSH WITHIN ECLIPSE SDV TO JOINTLY DEVELOP AN AUTOMOTIVE GRADE SDV CORE STACK. Cp iclipse Software Defined Vehicle 02 Technology Process tent of the full stack. 03 Business model for the full stack.
Slide 42: DevOps hubs play pivotal role in our automotive SW development network
DEVOPS HUBS PLAY PIVOTAL <a ROLE IN OUR AUTOMOTIVE SW @ ssn mete _ DEVELOPMENT NETWORK. angi @ @ Mountain View Shanghai, if - ‘Séio Paulo SW hubs set up as JVs with local @ a partners designed to enable speed, productivity, and SW tech culture. And to leverage the best talent. 2018 Seeines | PPh) CA
Slide 43: Critical TechWorks has become the largest software company in Portugal
CRITICAL TECHWORKS HAS BECOME THE LARGEST SOFTWARE COMPANY IN PORTUGAL. Furthermore, Critical TechWorks acts as blueprint catalyzing our China & India hubs. ‘souetenie SUCCESSFUL RAMP-UP TO MATURE SW HUB Wort tigi 20-24 (850- Portug stares SW copay 949 employees "hands on cde" > FP) critical TechWwo
Slide 44: The working model between OEM and Tier-1 changes
THE WORKING MODEL BETWEEN OEM AND TIER-1 CHANGES. From ‘contracting entity’ to ‘owner and integrator’: OEMs need to embrace their new role, since a fundamental change takes place in the automotive ecosystem. Classical ecosystem with traditional’ roles OEM TT Semi Sot egaion th 2nd Ter Semiconductor
Slide 45: Investor & Analyst Days 2024
I GROUP INVESTOR & ANALYST BM ’ DAYS 2024