Schaeffler Ag · XETR:SHA0
Schaeffler — Investor Day (July 2016)
17 slides from Schaeffler's investor day presentation, Jul 20, 2016
Slide 1: Technology
Technology Prof. Dr.-Ing. Peter Gutzmer Chief Technology Officer
Slide 2: Agenda
Agenda 1 Overview 2 R&D excellence 3 Flagship initiative "Digitalization" 4 Outlook 5 Summary and key statements 2 July 20, 2016 Capital Markets Day London 2016 | © Schaeffler 2016
Slide 3: Technology – At a glance
1 Overview Technology – At a glance Key aspects Selected Innovation Awards 6,650 R&D staff worldwide at 17 R&D centers and additional locations PACE-Award (Torque Converter with in 19 countries Centrifugal Pendulum Absorber) Unrivalled experience and expertise in product and systems Innovati
Slide 4: Global R&D network
1 Overview Global R&D network Germany Hungary Romania Bühl Szombathely Braşov Herzogenaurach France Slovakia Homburg Haguenau Kysucké Nové Mesto Schweinfurt Europe China Anting USA Fort Mill 17 Troy R&D centers Wooster worldwide Japan Yokohama South Korea Mexico Changwon Puebla Brazil Sorocaba India
Slide 5: Increasing complexity and digitalization
1 Overview Increasing complexity and digitalization Increasing complexity Digitalization Number of components 907 Billions US$ 10 times 90 percent annual global investments more globally generated data of decisions are data Product for Industry 4.0 in 2020. in 2020 compared to 2013. controlled in 20
Slide 6: Our strategic concept "Mobility for tomorrow"
1 Overview Our strategic concept "Mobility for tomorrow" Key mega trends 4 focus areas Society trends Eco-friendly drives Urban mobility Urbanization Population growth Technology trends Increasing complexity Digitalization Environmental trends Interurban mobility Energy chain Renewable e
Slide 7: Managing complexity
2 R&D excellence Managing complexity Key challenges… … and how we meet them ... adaption of R&D processes 1 Early identification of trends Increasing complexity and ... new and extended Mechanical, electronical and digitalization 2 competencies software know-how require ... Strong global network o
Slide 8: Early identification of trends – Deep systems understanding and component knowledge
2 R&D excellence 1 Early identification of trends – Deep systems understanding and component knowledge Deep understanding of application and Understanding and development of Continuous component optimization systems environment systems down to the last detail We understand the end customers' n
Slide 9: Early identification of trends – Example: E-Mobility
2 R&D excellence 1 Early identification of trends – Example: E-Mobility Early build-up of E-Mobility expertise Next steps Complexity 1999 Wheel Hub Drive 1st Schaeffler E-Mobility Symposium E-Axle Hybrid Module E-Clutch Grade of electrification Bio-Hybrid Mild hybrid vehicles Hybrid vehicles Elect
Slide 10: Mechanical, electronical and software know-how
2 R&D excellence 2 Mechanical, electronical and software know-how Mechatronics and software Digitized business models and analytics Electronics and software know- Digitized use cases how already in-house Smart products Pilot solutions Smart processes Prototype electrics and electronics S
Slide 11: Strong global network of partnerships and collaborations
2 R&D excellence 3 Strong global network of partnerships and collaborations Organizations Universities Highlights Creation of "Schaeffler Hub for Automotive Research in E-Mobility" at the Karlsruhe Institute of Technology with around 60 engineers More than 30 publicly funded research projects in
Slide 12: Flagship initiative "Digitalization" – Schaeffler's Digital Agenda
3 Flagship initiative "Digitalization" Schaeffler´s Digital Agenda Customer Digital Business Models 2 Examples Products Machines Processes Analytics & Digital User Development of products Development of partly Integration of partners Simulation Experience that are able to generate autonomous machine
Slide 13: New products with architecture for networked driving applications
3 Flagship initiative "Digitalization" New products with architecture for networked driving applications Anti-roll stabilizer Other vehicles Roads Use of road data Sensing for predictive Road profile and chassis control road damages Cloud Acting Driving comfort Infrastructure Tailored road maintenan
Slide 14: High speed train monitoring and maintenance
3 Flagship initiative "Digitalization" High speed train monitoring and maintenance Bearing as a sensor Surveillance Tracks Track Sensing conditions Track conditions Cloud Acting Monitoring for safety at high speed Infrastructure Predictive maintenance 14 July 20, 2016 Capital Markets Day London 2016
Slide 15: 6 new or extended R&D centers until 2020
4 Outlook 6 new or extended R&D centers until 2020 Germany Hungary Romania Bühl Szombathely Braşov Herzogenaurach France Slovakia Homburg Haguenau Kysucké Nové Mesto Schweinfurt Europe Romania China Japan Anting USA South Korea Fort Mill Troy Wooster Slowakia Japan (Skalica) Yokohama India South Kor
Slide 16: R&D expenditures in percent of sales expected to remain stable
4 Outlook R&D expenditures in percent of sales expected to remain stable R&D expenses Key aspects Total R&D spending expected to 5.5% of sales 5 – 6% of sales remain at 5 to 6% of sales R&D spending for E-Mobility will increase from 10% to 30% of total Automotive R&D (EUR 500 mn accumulated from
Slide 17: Summary and key statements
5 Summary and key statements Key messages 1 R&D for E-Mobility and environmentally friendly solutions will be further enhanced R&D for standard product business will shift to mechatronics and software 2 driven solutions R&D EXCELLENCE 3 Our R&D ratio is expected to remain stable at 5 – 6% of sales