Schaeffler Ag · XETR:SHA0
Schaeffler — HSBC Fireside Chat (June 2021)
20 slides from Schaeffler's conference presentation, Jun 1, 2021
Slide 1: Schaeffler E-Mobility – Growing our customer reach
Schaeffler E-Mobility – Growing our customer reach HSBC Fireside Chat Dr. Jochen Schröder Head of E-Mobility June 1, 2021
Slide 2: Agenda
Agenda 1 Where we stand 2 Where we play 3 How we win 4 How we create value June 1, 2021 Schaeffer E-Mobility | HSBC Fireside Chat 2
Slide 3: Where we stand
1 Where we stand June 1, 2021 Schaeffer E-Mobility | HSBC Fireside Chat 3
Slide 4: Automotive Technologies – Driving the transition to innovative Propulsion and Chassis Technologies
1 Where we stand Automotive Technologies – Driving the transition to innovative Propulsion and Chassis Technologies Adjusted Comparative Figures 2020 Revenue in EUR mn Electric and Hybrid Engine Components Europe Greater China 9,044 Propulsion and Systems 7,816 13% of sales2 in 2020 26% of sales in
Slide 5: Where we play
2 Where we play June 1, 2021 Schaeffer E-Mobility | HSBC Fireside Chat 5
Slide 6: Harvesting the Mature, Growing the New – Today we focus on E-Mobility
2 Where we play Harvesting the Mature, Growing the New – Today we focus on E-Mobility Vision Powertrain 2035 Mature Business New Business Global Light Vehicle Production Products for Powertrain agnostic1 Powertrain agnostic1 Products for ICE and HEV products products Electrified Powertrains 15% 30%
Slide 7: E-Mobility Propulsion portfolio today – Components and Systems
2 Where we play E-Mobility Propulsion portfolio today – Components and Systems Powertrain Systems DHT, Hybrid Modules, E-Axles etc. Thermal Management Fuel Cell Mechatronic and Electrical Systems Power Electronic, Actuator Systems, etc. Mechanical Systems E-Motors, Gearboxes, Wet Clutches etc. Compo
Slide 8: Focused and fast-paced E-Mobility portfolio expansion since 2019
2 Where we play Focused and fast-paced E-Mobility portfolio expansion since 2019 First SOP for First E-Motor First 3in1 DHT HEV Construction start First 3in1 Hybrid First Power Electronic HEV Hybrid Module xEV nomination HEV nomination HEV Module xEV Unit nomination for xEV E-Mobility plant, with To
Slide 9: How we win
3 How we win June 1, 2021 Schaeffer E-Mobility | HSBC Fireside Chat 9
Slide 10: Heavy Duty applications – Supplying E-Motors and Hybrid Modules
3 How we win Heavy Duty applications – Supplying E-Motors and Hybrid Modules Modular New Business GROW strategy for Heavy Duty Highly Integrated 3in1 System 1st Nomination for a E-Motor for 1st Nomination for a Hybrid Heavy Duty (2020) Module for Heavy Duty (2021) P1 Hybrid Key Aspects: Module • Mar
Slide 11: Industrial applications – Leveraging Schaeffler's Auto and Industrial DNA
3 How we win Industrial applications – Leveraging Schaeffler´s Auto and Industrial DNA, Capturing New Growth Opportunities with Cross-Fertilization Wave-Winding New Business GROW Technology Market entrance in Industrial for E-Motors Market entry in Industrial for Key Aspects eWheel • Modular platfor
Slide 12: Power Electronic Unit Application – Extending our 3in1 Powertrain Portfolio
3 How we win Power Electronic Unit Application – Extending our 3in1 Powertrain Portfolio New Business GROW PEU for E-Axle PEU SiC1 Inverter 3in1 E-Axle 800 V Performance Key Aspects Applications • First Inhouse Power Electronic Unit for Schaeffler • E/E2 Innovations and Competences build up internal
Slide 13: E-Axles – Reinventing E-Axles with Thermal Management System
3 How we win E-Axles – Reinventing E-Axles by combining all our Components with a Thermal Management System Cross fertilization from ICE New Business GROW mature ICE ICE Business Benefit TMM + Efficiency Drive >25% Avail. Waste Heat>30% Increase of Current market leader for Efficiency and EV TMM in
Slide 14: Fuel Cells – Joining Forces with Refire
3 How we win Fuel Cells – Joining Forces: Schaeffler´s Industrialization Power Combined with Refire Fuel Cell System Know-How Strategic New Business Cooperation Development of Key Components & Accelerating time to market Key Aspects • Development of Bipolar plates and Thermal Management Systems • In
Slide 15: Sustainable Investments in Europe – New E-Mobility production plant in Hungary
3 How we win Sustainable Investments in Europe – New E-Mobility production plant in Hungary Competence New Business center for manufacturing Production of systems & components CO2 neutral Key Aspects • 18,000 m3 thereof 15,000 m3 production space (30 hectares area) • DGNB1 Gold certification and hig
Slide 16: How we create value
4 How we create value June 1, 2021 Schaeffer E-Mobility | HSBC Fireside Chat 16
Slide 17: What is Schaeffler's role as an Automotive Supplier in an EV world?
4 How we create value What is Schaeffler’s role as an Automotive Supplier in an EV world? We are a strong partner to our Customers and our Customer portfolio grows in reach and scope We build on our strong foundation of integrated customized technological solutions 1 in automotive components and sys
Slide 18: How we Fund our own growth and create value
4 How we create value How we Fund our own growth and create value Mature Business Order Intake2 FY 2019 & FY 2020 New Business Products for Powertrain Powertrain Products for ICE and HEV agnostic1 agnostic1 Electrified products products Powertrains 41% Priority Margin HEV Priority Growth xEV Order 2
Slide 19: Conquer leadership position in Electrified Powertrains
4 How we create value Conquer leadership position in Electrified Powertrains 1 We continue to gain a high order intake in electrified powertrains, both for components and systems We are electrifying the Heavy-Duty sector and supporting our customers in achieving their 2 CO2 targets We are further ex
Slide 20: June 1, 2021 Schaeffer E-Mobility | HSBC Fireside Chat
June 1, 2021 Schaeffer E-Mobility | HSBC Fireside Chat 20