Schaeffler Ag · XETR:SHA0
Schaeffler — Investor Day (September 2018)
12 slides from Schaeffler's investor day presentation, Sep 20, 2018
Slide 1: 2.3 Deep-dive Chassis Systems
2.3 Deep-dive Chassis Systems Dr. Dirk Kesselgruber President Business Division Chassis Systems September 20, 2018 Capital Markets Day 2018 Berlin
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements. The words "anticipate", "assume", "believe", "estimate", "expect", "intend", "may", "plan", "project“, "should" and similar expressions are used to identify forward-looking statements. Forward-looking statements are statements that ar
Slide 3: Dr. Dirk Kesselgruber – Today's Chassis speaker
2.3 Deep-dive Chassis Systems Dr. Dirk Kesselgruber – Today's Chassis speaker Dr. Dirk Kesselgruber (45) President Business Division Chassis Systems 1997 – 2000 Brake Systems Development at BMW AG 2000 – 2002 Development Steering Acoustics at TRW 2002 – 2013 Various leadership positions at TRW
Slide 4: Chassis Strategy – A stepwise approach
2.3 Deep-dive Chassis Systems Chassis Strategy – A stepwise approach Chassis Evolution Key points From a mechanical chassis component supplier to a full chassis integrator Integrated Chassis Systems Schaeffler has a long history in making precision chassis components Integration Level Steer-By-Wir
Slide 5: Vision Chassis – Market shifting towards autonomy
2.3 Deep-dive Chassis Systems Vision Chassis – Market shifting towards autonomy ≤L2 L3 L4 L5 Vision Chassis Steer-By-Wire Systems Global vehicle production [in mn units] Key growth technology for automated vehicles by 117 117 allowing the steering wheel to disappear conditionally 110 or being elimin
Slide 6: Vision Chassis – Evolution of steering systems
2.3 Deep-dive Chassis Systems Vision Chassis – Evolution of steering systems 2018 Manual & Assisted (<L3) 2021Conditionally Automated (L3) 2023 Highly Automated (L4) 2027 Autonomous (L5) E E E E+ E E Conventional EPS System Conventional EPS System Steer-by-wire Intelligent Chassis Corner w/ higher r
Slide 7: Steer-By-Wire – Creating Schaeffler USPs
2.3 Deep-dive Chassis Systems Steer-By-Wire – Creating Schaeffler USPs Steer-By-Wire Systems Schaeffler Paravan Technology GmbH & Co. KG Market Development in EUR 9bn A Schaeffler and Paravan Joint Venture CAGR 2025-2035 Steer-By-Wire ~ 25% Solution 5.7bn SPACE DRIVE <1bn 0.1bn 90 % Joint Venture 10
Slide 8: Automotive OEM Summary and Outlook
Automotive OEM Summary and Outlook Matthias Zink CEO Automotive OEM September 20, 2018 Capital Markets Day 2018 Berlin
Slide 9: Mobility for Tomorrow – Detailed Powertrain and Chassis Strategy
Summary and Outlook Mobility for Tomorrow – Detailed Powertrain and Chassis Strategy ICE HEV EV ≤L2 L3 L4 L5 Powertrain Pyramid Chassis Pyramid System Understanding System Understanding Mechatronic Systems Mechatronic Systems Mechanical Systems Mechanical Systems Components Components 9 September 20
Slide 10: Mobility for Tomorrow - Schaeffler Symposium 2018
Summary and Outlook Mobility for Tomorrow - Schaeffler Symposium 2018 Schaeffler Symposium Schedule 2018 Every four years since 1978 Technical presentations with insights into Schaeffler technologies and expertise Showing current and future product solutions Highlights 2018 April 11th – 13th
Slide 11: Division Automotive OEM – Key messages
Summary and Outlook Division Automotive OEM – Key messages Hybridization and further optimization of the conventional powertrain offers 1 significant growth potential in Schaeffler’s classic product portfolio System understanding, mechanical know-how and integration expertise Continued 2 provide s
Slide 12: Automotive OEM – Q&A
SCHAEFFLER Automotive OEM — Q&A