Slide 1: 2.2 Deep-dive E-Mobility
2.2 Deep-dive E-Mobility Dr. Jochen Schröder President Business Division E-Mobility 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. Jochen Schröder – Today's E-Mobility speaker
2.2 Deep-dive E-Mobility Dr. Jochen Schröder – Today's E-Mobility speaker Dr. Jochen Schröder (47) President Business Division E-Mobility 2001 – 2006 transmission development & head of E/E transmission at BMW AG 2006 – 2009 Head of Electric/Electronics at BMW-Sauber Formula 1, BMW AG 2009 – 20
Slide 4: Mobility for Tomorrow – Our E-Mobility Strategy
2.2 Deep-dive E-Mobility Mobility for Tomorrow – Our E-Mobility Strategy ICE HEV EV Vision Powertrain Electrified Drivetrain Portfolio Global vehicle production [in mn units] 117 110 70% 102 12% 90 30% 4% 11% 33% 40% 95% 86% 55% 30% 2017 2020 e 2025 e 2030 e Source: IHS and Schaeffler Assumptions /
Slide 5: Powertrain Scenario – More than just assumptions
2.2 Deep-dive E-Mobility Powertrain Scenario – More than just assumptions ICE HEV EV ICE Weight equals Fleet share HEV EV Position acc. Ø CO2 emission Legislative fleet target CO2 emissions in g/km 200 180 160 140 120 100 80 60 40 20 0 5 September 20, 2018 Capital Markets Day 2018 – 2.2 Automotive O
Slide 6: Balancing the scale – No regulatory impact
2.2 Deep-dive E-Mobility Powertrain Scenario – More than just assumptions Balancing the scale – No regulatory impact ICE HEV EV CO2 Emissions EU 20171) 118,5 g/km The average fuel efficiency of Today’s target with no petrol cars has been constant Petrol significant impact on in the last two years
Slide 7: Regulations in 2021 will accelerate the market change
2.2 Deep-dive E-Mobility Powertrain Scenario – Regulations in 2021 will accelerate the market change Balancing the scale – Fines will impact OEM offering ICE HEV EV CO2 Emissions EU 20212) Key assumptions: CO2 regulation to Petrol The average fuel efficiency of petrol & impact electrification dies
Slide 8: Hybrid Technology will become key to achieve regulatory equilibrium
2.2 Deep-dive E-Mobility Powertrain Scenario – Hybrid Technology will become key to achieve regulatory equilibrium Balancing the scale – ICE optimization at its limit ICE HEV EV CO2 Emissions EU 20252) Key assumptions: Electrification Fuel efficiency of petrol & diesel cars remains accelerates PHE
Slide 9: Different approaches per OEM and Region
2.2 Deep-dive E-Mobility Powertrain Scenario – Different approaches per OEM and Region OEM A Full powertrain mix strategy Key aspects CO2 and Emission Targets can be achieved with many different strategies Even a Hybrid-only strategy could lead to target achievements Penalties vs. additional c
Slide 10: Cost per CO2 reduction is key factor for successful business
2.2 Deep-dive E-Mobility Powertrain Scenario – Cost per CO2 reduction is key factor for successful business Cost per CO2 g/km reduction1) ICE HEV EV Key aspects 120 Hybrid share becomes major lever for OEM to balance CO2 scale € € € 100 Penalties Threshold Strong future potential with 48 V P2 ar
Slide 11: Mobility for Tomorrow – Our E-Mobility Strategy
2.2 Deep-dive E-Mobility Mobility for Tomorrow – Our E-Mobility Strategy ICE HEV EV Vision Powertrain E-Mobility Pyramid Global vehicle production [in mn units] 117 System Understanding 110 70% 102 12% 90 30% 4% 11% Mechatronic Systems 33% 40% 95% 86% Mechanical Systems 55% 30% Components 2017 2020
Slide 12: Mobility for Tomorrow – Our E-Mobility Strategy
2.2 Deep-dive E-Mobility Mobility for Tomorrow – Our E-Mobility Strategy ICE HEV EV Vision Powertrain E-Mobility Production Roadmap Global vehicle production [in mn units] 117 3 110 70% 102 12% 1 90 30% 4% 11% 1 33% 40% 2 95% 86% 2017 2018 2019 2020 2021 2022 55% Hybrid Module Gen.2 and 2-speed E-
Slide 13: Evolution of Schaeffler E-Axle System Portfolio
2.2 Deep-dive E-Mobility 1 Evolution of Schaeffler E-Axle System Portfolio 2011-2014: BEV Concept Car Active-E-Drive 2018 Schaeffler E-Axle Transmissions Schaeffler E-Axle System Solutions 2020+ SOP Q3/2018 Best-in class power density for E-Axle transmissions: 230 Nm/kg Modular design kits Weight an
Slide 14: Hybrid solutions for all relevant core markets, tailored to customer's strategy
2.2 Deep-dive E-Mobility 2 Hybrid solutions for all relevant core markets, tailored to customer‘s strategy 2017/2018 Schaeffler Hybrid Modules in Series Production Schaeffler Hybrid System Solutions 2020+ Gen. 2 Hybrid Module Gen. 3 Hybrid Module Gen. 4 Hybrid Module Dedicated Hybrid integrated inte
Slide 15: E-Motor – Production expertise in place. Ready to produce!
2.2 Deep-dive E-Mobility 3 E-Motor – Production expertise in place. Ready to produce! Stator Manufacturing Processes* in series production at Schaeffler today Rotor Manufacturing Processes* prototyping machines available at Schaeffler ext. supplier technology as of today E-Motor with wave-winding te
Slide 16: "We are ready" – Ready when you are!
2.2 Deep-dive E-Mobility „We are ready“ – Ready when you are! …. 16 September 20, 2018 Capital Markets Day 2018 – 2.2 Automotive OEM