Siemens Aktiengesellschaft · XETR:SIE
Siemens Aktiengesellschaft — Siemens — JP Morgan China Summit 2015
11 slides from Siemens Aktiengesellschaft's conference presentation, Jun 4, 2015
Slide 1: Siemens in China
JP Morgan China Summit Siemens in China Lothar Herrmann, President and CEO Siemens China Beijing, June 4, 2015 © Siemens AG 2015. All Rights Reserved.
Slide 2: Notes and forward-looking statements
Notes and forward-looking statements This document contains statements related to our future business and financial performance and future events or developments involving Siemens that may constitute forward-looking statements. These statements may be identified by words such as “expect,” “look forw
Slide 3: Siemens has established a strong footprint in China
Siemens has established a strong footprint in China Siemens China Key Facts China HQ, Beijing • Sales of €6.6bn in FY14 (+14%)1) Learning Campus China • 76 Joint Ventures & wholly owned as a pillar of Siemens global learning enterprises North Asia HQ for energy • ~33,300 employees in total, includin
Slide 4: Chinese economy faces formidable challenges; government to accelerate structural reforms
Chinese economy faces “formidable challenges”; government to accelerate structural reforms Reason for econo- Structural changes in Government focus: Siemens relevant mic slowdown GDP composition manage “the new normal” investment focus Intelligent Overcapacity 9.4% 9.2% Structural change of manufact
Slide 5: Leading portfolio and a strong local footprint to capitalize on intelligent manufacturing trend
Intelligent manufacturing Leading portfolio and a strong local footprint to capitalize on “intelligent manufacturing” trend Intelligent Manufacturing Leverage global portfolio for China market is a focus topic in China • Digital Enterprise Software Suite: • Intelligent manufacturing PLM (Teamcenter
Slide 6: We leverage expertise and customer relationship to drive our digital business opportunities
Intelligent manufacturing We leverage expertise and customer relationship to drive our digital business opportunities Digital business opportunities (examples) Project examples Software / vertical Data-driven services & business A B IT solution analytics Design & Vertical IT Condition Resource Outpu
Slide 7: We are compensating headwind from the market with increased localization and flexibility
Clean Energy We are compensating headwind from the market with increased localization and flexibility China Power markets in Siemens response the “new normal” • Built closer cooperation with key customers, e.g. via MoUs • Wind market with growth momentum in off-shore • Delays in O&G projects • GT ma
Slide 8: Local products, innovation and customer proximity to benefit on China's urbanization opportunities
Urbanization & Infrastructure Local products, innovation and customer proximity to benefit on China’s urbanization opportunities China infrastructure Siemens response markets in “new normal” • Strengthened joint go-to-market and City 100 Roadshow • Air pollution & increasing • Continuous enhancement
Slide 9: We are leveraging the full value-chain in China to turn market challenges into competitiveness
Affordable Healthcare We are leveraging the full value-chain in China to turn market challenges into competitiveness Market dynamics Siemens response Market shift toward entry- Leverage strong value chain in SSME & SSMR level / county-level healthcare Local product development & innovation for globa
Slide 10: Support the international expansion of our Chinese customers with our global footprint
Going global of CN companies Support the international expansion of our Chinese customers with our global footprint Key Actions Selected Key Wins FY14 Selected Key Wins FY15 Dedicated Key Sinomach: Power China: Account Mgt. Gas turbines Steam Turbines Continuous Venezuela Philippines ramp-up of loca
Slide 11: The new normal: We have adapted to seize our opportunities in a changing market environment
The new normal: We have adapted to seize our opportunities in a changing market environment Siemens relevant investment focus of China Key actions to drive profitable growth Intelligent Leveraging our leading portfolio and a strong local manufacturing footprint to capitalize on “intelligent manufact