Bayerische Motoren Werke Ag · XETR:BMW
Bayerische Motoren Werke — BMW Group — Investor Day (September 2026)
10 slides from Bayerische Motoren Werke's investor day presentation, September 2026
Slide 1: Workshop Physical AI
WORKSHOP PHYSICAL AI From digital to physical intelligence – the next technological (r)evolution. DR. MICHAEL STRÖBEL SEPTEMBER 2026. AK-13, AK-22 Physical AI @ OtD I TV-D-25 I FG-16 I FG-76x -1-
Slide 2: Digitalization is a core element of the BMW iFactory
DIGITALIZATION IS A CORE ELEMENT OF THE BMW iFACTORY. WITH PHYSICAL AI, WE TAKE OUR PRODUCTION NETWORK TO THE NEXT LEVEL. BMW iFACTORY FACTORY-VERSE DATA BACKBONE AI PLATFORM EDGE ECOSYSTEM PHYSICAL AI BMW Group Capital Market Day 2026 | 29 & 30 September | Workshop Physical AI -2-
Slide 3: Dynamic evolution of Physical AI unlocks new high-value automation use cases
THE DYNAMIC EVOLUTION OF PHYSICAL AI VIA MULTIPLE EMBODIMENTS ALLOWS TO UNLOCK NEW HIGH-VALUE AUTOMATION USE CASES. STEP 3 AUTOMATION GRADE STEP 2 STEP 1 PROGRAMMED TASK SPECIAL SKILLS DOMAIN SPECIFIC GENERAL PURPOSE PROCESS, TASK, AND ENVIRONMENTAL COMPLEXITY BMW Group Capital Market Day 2026 | 29
Slide 4: Physical AI enables robots to see, understand, and act
PHYSICAL AI ENABLES ROBOTS TO SEE, UNDERSTAND, AND ACT. Instructions “Hey robot, pick the part and LANGUAGE move it to the station.” Understanding A AI language model processes spoken instructions and translates them into executable action steps. ACTION VISION Acting Seeing Image & PART Video The ro
Slide 5: A small set of reusable skills can enable large-scale Physical AI deployment
A SMALL SET OF REUSABLE SKILLS CAN ALREADY ENABLE A LARGE-SCALE PHYSICAL AI DEPLOYMENT. BUSINESS POTENTIAL ANALYSIS CORE PHYSICAL AI SKILL SET 5 Domains 16 Skills (examples) Material & Part IDENTIFIED PHYSICAL AI POTENTIAL Handling Pick and Place Logistics Tool Handling 40% HIGH POTENTIAL/ SCALABLE
Slide 6: BMW is building a scalable Physical AI platform for its global production network
BMW IS BUILDING A SCALABLE PHYSICAL AI PLATFORM FOR ITS GLOBAL PRODUCTION NETWORK. BMW ROBOTIC PLATFORM HARDWARE BMW SKILL SET GENERIC AI MODELS BMW DATA INTEGRATION DIGITAL BMW PRODUCTION BMW Edge Eco System BMW AI Platform Location Services Develop once, Reduce costs through Create a data-driven A
Slide 7: BMW's competitive advantage is high-quality production process data and engineering capability
BMW'S COMPETITIVE ADVANTAGE IS THE AVAILABILITY OF HIGH-QUALITY PRODUCTION PROCESS DATA AND THE ENGINEERING CAPABILITY FOR TRAINING. BMW SKILL SET BMW VIRTUAL FACTORY BMW PROCESS EXPERT REAL FACTORY DATA Simulation & planning data Teleoperation Process Synthetic data First-person videos
Slide 8: Physical AI unlocks immediate value by augmenting robust automation systems
PHYSICAL AI UNLOCKS IMMEDIATE VALUE BY AUGMENTING ROBUST AUTOMATION SYSTEMS WITH AI-DRIVEN INTELLIGENCE. SPECIAL SKILLS Built on proven and robust industrial hardware. AI enhances flexibility (perception, adaptability and decision-making) and thereby the application scope. Focused on a limited
Slide 9: Industrial humanoids with BMW data and training applied to a broad range of tasks
INDUSTRIAL HUMANOIDS WITH BMW DATA & TRAINING CAN BE APPLIED TO A BROAD RANGE OF PRODUCTION AND LOGISTICS TASKS. DOMAIN SPECIFIC Uses industrial end-effectors such as grippers and specialized tools Executes multiple production and logistics tasks Integrates into existing factories and workplac
Slide 10: General-purpose Physical AI enables a scalable workforce across industries
GENERAL-PURPOSE PHYSICAL AI ENABLES A SCALABLE WORKFORCE ACROSS INDUSTRIES AND ENVIRONMENTS. GENERAL PURPOSE Human-like mobility and manipulation capabilities Advanced whole-body control for complex tasks Operates across industries, applications and environments BMW Group Capital Market Day 20