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Schaeffler — UBS German Electric / Autonomous Car: Virtual Tour 2020
14 slides from Schaeffler's conference presentation, Sep 16, 2020
Slide 1: Schaeffler E-Mobility UBS German Electric / Autonomous Car: Virtual Tour 2020
Schaeffler E-Mobility UBS German Electric / Autonomous Car: Virtual Tour 2020 Dr. Jochen Schröder Head of E-Mobility Sep 16, 2020 All rights reserved to Schaeffler Automotive Buehl GmbH & Co. KG, in particular in case of grant of an IP right.
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: Global megatrends and resulting automotive trends
1 Schaeffler e-Mobilität Global megatrends and resulting automotive trends CO2 emission as key driver CO2 Environment Climate change emissions CO2 legislation worldwide light vehicle and light duty vehicles Demographic Growth of Society change emerging markets Economy Globalization Comfort & safety
Slide 4: The base of our E-Mobility strategy is our vision of the future automotive market
1 Schaeffler e-Mobilität The base of our E-Mobility strategy is our vision of the future automotive market ICE HEV EV Before After Vision Powertrain 2030 Covid Covid Global Automotive Production [mn] 107 101 100 89 88 93 12% 30% 89 2% 3% 2% 30% 5% 5% 12% 8% 32% 70 3% 32% 8% 40% 40% 93% 88% 93% 56% 8
Slide 5: Major Milestones of E-Mobility at Schaeffler
Major Milestones of E-Mobility at Schaeffler 1999 - 2017 Q1/2018 Q2/2018 Q1/2019 Q1/2019 E-Mobility history @ Schaeffler Business Division E-Mobility SOP Audi eTron SOP Ford MHT 1st Nomination for established E-Axle Transmissions Hybrid Module E-Axle „2in1“ System LuK Expert Conference: E-Motor in t
Slide 6: The strength of Schaeffler USP covers both powertrain system integration and component manufacturing
The strength of Schaeffler USP covers both powertrain system integration and component manufacturing Powertrain Systems Mechatronic and Electrical Systems Mechanical Systems Components Outstanding Production- and Process Know-how September 2020 | Schaeffler E-Mobility All rights reserved to Schaeffl
Slide 7: Schaeffler transformation is our key for success in E-Mobility
Schaeffler transformation is our key for success in E-Mobility What do we stand for today: Our current transformation process Where do we move to tomorrow: • Customers trust since more than 50 years • We transformed more than • Further development of customers trust in automotive 1,150 specialists1
Slide 8: Start of production of our E-Mobility products in the next years
Start of production of our E-Mobility products in the next years Peak volume 2in1 E-Axles 3in1 E-Axles Gearboxes1 Hybrid Modules1 E-Motors Hybrid Modules 3in1 DHT SOP 2018 2019 2020 2021 2022 2023 2024 2025 …. 2030 Major Nominations of BD E-Mobility: … Order intake target corridor of EUR 1.5 - 2.0 b
Slide 9: Business division E-Mobility in key figures – strong position and continuous growth
1 Powertrain Technologies Business division E-Mobility in key figures – strong position and continuous growth What do we stand for today: Where do we move to tomorrow? Sales growth YoY of CAGR 680 mn >15% >1,500 mn ~30% in 2019 EUR Net Sales 2019 from 2020 till 2025 EUR Net Sales 2025 BD E-Mobility
Slide 10: Our E-Motors are key components for our system products
Our E-Motors are key components for our system products and convince customers also on component level E-Motors Full value add in E-Motors from Schaeffler Strategic relevance: Stator Manufacturing Rotor Manufacturing High automated Processes Processes assembly lines • Own E-Motors are used as a base
Slide 11: New E-Mobility plant in Hungary – a sustainable factory for tomorrow
New E-Mobility plant in Hungary – a sustainable factory for tomorrow Overview: − E-Mobility competence center for manufacturing of systems & components − First product SOP in 2021 − Highly efficient production processes − 18,000 m3 thereof 15,000 m3 production space (30 hectares area) − DGNB1 Gold c
Slide 12: We delivered on our promise - Schaeffler achieved the target to become a 3in1 E-Axle supplier
We delivered on our promise - Schaeffler achieved the target to become a 3in1 E-Axle supplier 3in1 Performance E-Axle powered by Strategic relevance: 1/2-speed- • High volume application for 3in1 E-Axle system for Schaeffler Transmission Torque with Differential Smart • Highly innovative 800V perfor
Slide 13: Race to road at Schaeffler E-Mobility
„Race to road“ at Schaeffler E-Mobility – Leveraging our race track experience • Off road sport cars • High performance drivetrain based on • Our racing experience go directly into our development departments • Full Hybrid drivetrain (P3) battery 3in1 E-Axle and • E-Motor, PEU & gearbox • We have a
Slide 14: We successfully shape our E-Mobility business
We successfully shape our E-Mobility business Our powertrain vision 30-40-30 remains our strategic guideline and we are fully prepared 1 with our expanding product portfolio for the future mobility Schaeffler E-Mobility We produce highly innovative E-Mobility components and systems in a sustainable
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