Bayerische Motoren Werke Ag · XETR:BMW
Bayerische Motoren Werke — BMW Group — Investor Day (2024)
48 slides from Bayerische Motoren Werke's investor day presentation, 2024
Slide 1: Investor & Analyst Days 2024
. INVESTOR & ANALYST . DAYS 2024
Slide 2: Digital Product Strategy
MW :. DIGITAL PRODUCT a STRATEGY
Slide 3: What do you expect from a car?
4 ~~ WHAT DO YOU EXPECT : _— FROM A CAR?
Slide 4: Digitalization addresses the overall company
DIGITALIZATION Business Processes Products Customer Interaction ADDRESSES THE OVERALL COMPANY. Consistent digitalization to exploit potentials in all business segments. Smart logistics Unique user experience Digital customer experience Innovative automation Safe, comfortable and Digital aftersales u
Slide 5: Digital is an essential part of our BMW Group product strategy
DIGITAL IS AN ESSENTIAL PART OF ICONIC DESIGN INSPIRING SUSTAINABILITY OUR BMW GROUP PORTFOLIO OF PRODUCT STRATEGY. STRONG CHARACTERS ELECTRIFYING DIGITAL DYNAMICS INTELLIGENCE
Slide 6: Key elements of the BMW digital strategy
KEY ELEMENTS OF THE BMW DIGITAL STRATEGY ENABLE STATE-OF- THE-ART DIGITAL EXPERIENCE. A SEAMLESS PERFECTLY 3RD PARTY ALWAYS FULLY USER INTERFACE ASSISTED CONTENT CONNECTED UPDATEABLE 20+ years of BMW iDrive 40+ Driver Assistance Alexa, Youtube, 5G, My BMW App, Largest upgradeable fleet BMW Operating
Slide 7: Target picture digital car strategy
TARGET PICTURE DIGITAL CAR STRATEGY. The inspiring overall digital experience blends seamlessly into every driving moment and combines them into the ultimate driving experience. The vehicle becomes an intelligent, always up-to-date companion. Driving dynamics are combined with assisted driving in a
Slide 8: Future becomes present
FUTURE BECOMES PRESENT. A joyful user experience by the BMW Group.
Slide 9: Offering our customers a safe, comfortable and innovative driving experience
OFFERING OUR CUSTOMERS A SAFE, COMFORTABLE LEVEL MARKET AVAILABILITY AND INNOVATIVE Level 4 Automated DRIVING Valet Parking First L3 Offer EXPERIENCE. Level 3 Offer in Germany since March 2024. @ BMW 7 Series First OEM with L2* and L3 @ BMW 7 Series Level 2 Offer in USA, Canada and Germany since Oct
Slide 10: Our development teams within a global network
OUR DEVELOPMENT TEAMS Munich, Ulm Lisbon, Porto WITHIN A GLOBAL NETWORK. Pune, Bangalore, Shanghai, Beijing, Nanjing Tokyo Chennai Mountain View São Paulo Pretoria 2002 Ramp-Up 2011 2012 2017 2018 2019 2021 2024 BMW Car IT Human-Machine Interface. Gateway/Body Domain. ConnectedDrive Lab Shanghai
Slide 11: Our digital car strategy clearly defines our long-term direction
OUR DIGITAL CAR STRATEGY CLEARLY DEFINES OUR LONG- TERM DIRECTION AND PUTS US Our overall digital Our driving Anchoring Shift towards cross- We develop AHEAD OF THE experience blends seamlessly into every experience strategy is a distinctive “Pick & Choose" strategy and generation platform software
Slide 12: Holistic digital experience
HOLISTIC DIGITAL . . EXPERIENCE
Slide 13: Turning challenges into opportunities
TURNING CHALLENGES INTO OPPORTUNITIES. Technology Customer Experience We are constantly observing external factors for our digital Customer Experience. Customers’ Choice New Players
Slide 14: Unique user interface
UNIQUE USER INTERFACE. Connects driver with vehicle and outside world: naturally, intuitively and 2001 2002 2003 multi-modally for more than 20 years. 2023 2024 2025
Slide 15: UI/UX – the important differentiator
UI/UX – “Hello BMW!” THE IMPORTANT DIFFERENTIATOR. 01 02 Natural user Comprehensive interaction infotainment An outstanding digital experience will impact customer decisions. 03 04 Intelligent Best managed services device
Slide 16: Content is key
Gaming - Airconsole Video - Xperi Gaming - Airconsole CONTENT IS KEY. BMW optimized Route Festive Mode - BMW 3rd Party Apps – Faurecia Aptoide
Slide 17: China-specific ecosystem
CHINA-SPECIFIC ECOSYSTEM. Baidu Map 530 m. Tik Tok 1000 m. Pinduoduo 849 m. AliPay Taobao Amap 900 m. 920 m. 730 m. 70% software code by China for China. QQ Music WeChat 800 m. 1260 m.
Slide 18: Pick the best: our approach across the tech stack
PICK THE BEST. OUR APPROACH ACROSS THE TECH STACK. Make Buy Open Source Partner
Slide 19: BMW charging optimised route – best in class
BMW CHARGING OPTIMISED ROUTE – BEST IN CLASS. Peace of mind on all-electric long-distance journeys.
Slide 20: BMW connectivity. Best managed device
BMW CONNECTIVITY. BEST MANAGED DEVICE. THE DIGITAL EXPERIENCE 22 M. VEHICLES CONNECTED TO 13 M.+ APP USERS. REQUIRES CONNECTED CARS. BMW CLOUD WORLDWIDE. >8 m. fully Data security and 5G connectivity. upgradeable over-the-air. privacy first.
Slide 21: The connected vehicle is based on a powerful cloud backbone
THE CONNECTED VEHICLE IS BASED ON A POWERFUL CLOUD-BACKBONE. A flexible data collection infrastructure and a future-proof AI platform. Scalable, word-wide cloud platform Flexible, compliant data collection AI platform in the cloud and vehicle ▪ World-wide 24/7 availability ▪ 100% compliant ▪ Platfor
Slide 22: All is nothing without data
ALL IS NOTHING THESE FIGURES ARE EXPECTED TO TRIPLE OVER 22M.+ 8M.+ WITHOUT DATA. THE NEXT TWO YEARS. Connected Fully upgradable vehicles vehicles Connected Vehicle Platforms. 12B+ 1.100+ Requests Microservices per day 165TB 99.95% Data sent to Reliability fleet per day
Slide 23: The new BMW iDrive
THE NEW BMW 3D Head-Up Connected Vehicle Backend BMW iDRIVE. Display & 24/7 Operations BMW Panoramic Vision We offer an interactive, integrated system for the ultimate UI/UX experience. Central Display Multifunctional Steering Wheel
Slide 24: Software-defined vehicle and its electronics foundation
SOFTWARE-DEFINED VEHICLE . . AND ITS ELECTRONICS FOUNDATION
Slide 25: BMW's software-defined vehicle is the delivery platform to our digital customer promise
BMW’s SOFTWARE- DEFINED VEHICLE IS Scalability of hardware and software layers leverages THE DELIVERY development across segments. PLATFORM TO OUR Updateability keeps features and platforms fresh over generations. DIGITAL CUSTOMER PROMISE. Evolutionary code-base across generations ensures feature co
Slide 26: The evolution of BMW's E/E architecture
THE EVOLUTION OF LOCAL DISTRIBUTED CENTRAL GATEWAY DOMAIN ZONAL BMW’s E/E ARCHITECTURE. Gateway Gateway DC DC DC ZC ZC ADAS Drive GW IVI ZC ZC Neue Klasse: Zonal architecture with centralization of performance compute. Until mid 90s Starting in 90s 2013-2018 2021 2025 A zonal architecture with centr
Slide 27: Navigating zonal architectures: three tiers of ECUs
NAVIGATING ZONAL FUNCTIOANLITY E/E SYSTEM BUILDING BLOCKS ARCHITECTURES: THREE TIERS OF ECUS. CENTRAL PERFORMANCE COMPUTE ▪ ▪ Central compute platforms with hundreds of kDMIPs per platform. Differentiated domain requirements: Safety vs. open POSIX systems. ▪ Regular hardware updates while maintainin
Slide 28: BMW E/E architecture from today to Neue Klasse
BMW E/E BMW NEUE KLASSE ARCHITECTURE. FROM TODAY TO NEUE KLASSE. Central performance compute, zonal compute and peripherals. BMW i5
Slide 29: Neue Klasse with new hardware foundation
NEUE KLASSE WITH Increased performance and functionality. NEW HARDWARE +20% energy efficiency . FOUNDATION. Full zonalization of wiring Centralization and harness. intelligent computing. Consolidated, more efficient, ▪ 30% weight reduction ▪ Two collocated central performance computers and, at the s
Slide 30: Smart energy management with smart eFuses
SMART ENERGY Advantages of eFuses MANAGEMENT WITH Significantly faster power switching SMART eFUSES. Reduced need for maintenance and servicing (self-healing) Saves raw materials and weight With our zonal architecture (as physical cables can be reduced) we also introduce Smart eFuses replacing
Slide 31: Leading the path to next generation E/E architecture
LEADING THE PATH TO BMW GROUP IS PUSHING FURTHER eFuse standardization NEXT GENERATION E/E STANDARDIZATION. ARCHITECTURE. OPEN Alliance Automotive SerDes Alliance Co-development and (setting) standards in the right technical fields is key. IEEE 802.3 TF for 10BASE-T1S UCIe PRE-COMPETITIVE COOPERATIO
Slide 32: The digital car tech stack
OFFBOARD ONBOARD THE DIGITAL CAR TECH STACK. Connected Platform GEN 3 > 22 million BMW Group vehicles connected to BMW Cloud. Infotainment ADAS Driving / Body We are in control over the tech stack across domains and layers – for several generations Cloud and Software applications. BMW / M / MINI / R
Slide 33: Rapid coverage of the product range
RAPID COVERAGE 2021 2022 2023 2024 2025 OF THE PRODUCT * RANGE: BMW X3 24 months: 15+ models (including LCIs) launched. BMW 1 Series BMW M5 Substantial infotainment upgrades within Generation 21 - architecture REALITY = PLAN. MINI Aceman MINI MINI Countryman E BMW i5 Touring BMW 5 Series Touring MIN
Slide 34: Over-the-air (OTA) upgrade
OVER-THE-AIR (OTA) LARGEST OTA FLEET ALL FUNCTIONAL DOMAINS ALL POWERTRAINS UPGRADE. 8+ M. and counting Infotainment BEV Upgradeability as essential 45+ Drivetrain enabler to keep the whole fleet models up-to-date and secure. ADAS PHEV 3 brands (BMW, MINI, RR) Charging Security ICE ALWAYS FRESH (ove
Slide 35: Software: old world vs BMW Group today
SOFTWARE: OLD WORLD BMW GROUP TODAY GENERATIONS VS GEN 3 CONTINUITY. SOFTWARE AMOUNT AND COMPLEXITY GEN 3 Evolutionary, scalable platforms GEN 2 GEN 2 are essential to enable software continuity and re-use. GEN 1 GEN 1 PARTIAL REUSE TIME IN YEARS Increasing effort across generations with … continuit
Slide 36: Modular and stable hardware platforms enable software continuity
MODULAR AND STABLE . HARDWARE PLATFORMS ENABLE SOFTWARE COMPACT MID-SIZE LARGE LUXURY CONTINUITY. Both are of utmost importance to allow for scalability across brand and product portfolio. Entry Level Premium Level Feature Set Feature Set
Slide 37: Digital foundations: three essential enablers for the software defined vehicle
DIGITAL FOUNDATIONS. ONBOARD PLATFORM OFFBOARD PLATFORM DEVELOPER TOOLING THREE ESSENTIAL ENABLERS FOR THE SOFTWARE DEFINED VEHICLE. SW Platforms for Connectivity backend, Processes, methods & Infotainment, ADAS & 3rd party integration, OTA tools to enable state-of- Body/Drive. upgrades and operatio
Slide 38: It's not just one automotive operating system
IT’S NOT JUST ONE Infotainment ADAS Driving / Body AUTOMOTIVE OPERATING SYSTEM. We are running three main software platforms for ▪ Performance-functions ▪ Performance safety-functions ▪ Real-time-functions for engine Infotainment, ADAS and with 3rd party ecosystems. for driving assistance. and chass
Slide 39: Developer tooling: BMW Software Factory provides global developer environment
DEVELOPER TOOLING: BMW SOFTWARE FACTORY PROVIDES SOFTWARE GLOBAL DEVELOPER ENVIRONMENT. PROJECT MANAGEMENT SOFTWARE SOFTWARE Enabling independent ▪ Harmonized processes and methods for ARCHITECTURE VALIDATION state-of-the-art software development contributions from our across all BMW Group departmen
Slide 40: Customized and 'handcrafted' toolchain grew rapidly
CUSTOMIZED AND CODECRAFT REALIZED A GLOBAL SW DEVELOPMENT ENVIRONMENT FOR BMW. CODECRAFT DELIVERS SCALABILITY ‘HANDCRAFTED’ TOOLCHAIN GREW RAPIDLY. SOURCE CODE MGMT. CACHING & CI PROJECT MGMT. DEVOPS – AUTOMATION, MONITORING DEVOPS – BACKEND DEPL. & STATUS # builds per day 2015 ~ 2.5k 2024 ~ 150k FA
Slide 41: BMW with partners initiated a push within Eclipse SDV
BMW TOGETHER WITH THREE JOINT WORKSTREAMS WERE SET UP. PARTNERS HAS INITIATED A PUSH WITHIN ECLIPSE SDV TO 01 02 03 JOINTLY DEVELOP AN Technology Process Business AUTOMOTIVE GRADE SDV CORE STACK.
Slide 42: DevOps hubs play pivotal role in our automotive SW development network
DEVOPS HUBS PLAY PIVOTAL Munich, Ulm ROLE IN OUR AUTOMOTIVE SW Lisbon, Porto, Braga Shanghai, DEVELOPMENT NETWORK. Pune, Beijing, Bangalore, Nanjing Chennai Tokyo Mountain View São Paulo SW hubs set up as JVs with local partners designed to enable speed, productivity, and SW tech culture. And to lev
Slide 43: Critical TechWorks has become the largest software company in Portugal
CRITICAL TECHWORKS SUCCESSFUL RAMP-UP TO MATURE SW HUB DEVELOP IN CHINA FOR CHINA HAS BECOME THE LARGEST SOFTWARE COMPANY IN PORTUGAL. ~40% of BMW i5 SW from CTW Distinct culture with 99% local employees High-end office in heart of Nanjing’s tech zone to attract best talent Workforce tripling from ’
Slide 44: The working model between OEM and Tier-1 changes
THE WORKING MODEL Classical ecosystem with ‚traditional‘ roles Tomorrow’s ecosystem with new split of roles BETWEEN OEM AND TIER-1 CHANGES. OEM T1 Semi OEM T1 Semi From ‘contracting entity’ to ‘owner System HW/SW Application and integrator’: OEMs need to Integration embrace their new role, since a P
Slide 45: Consumption and emission data
CONSUMPTION AND EMISSION DATA. BMW i5 M60 xDrive. BMW X2. BMW iX xDrive40. Energy consumption in kWh/100km WLTP (combined): 20.5 Fuel consumption in l/100km WLTP (combined): 8.3 – 7.7 Energy consumption in kWh/100km WMTC: 20.2 CO2-emissions in g/km: 0 CO2-emissions in g/km: 189 – 175 CO2-emissions i
Slide 46: Consumption and emission data
CONSUMPTION AND EMISSION DATA. BMW i5 eDrive40. BMW i5 M60 xDrive. Energy consumption in kWh/100km WLTP (combined): 16.3 Energy consumption in kWh/100km WLTP (combined): 20.5 CO2-emissions in g/km: 0 CO2-emissions in g/km: 0 CO2-Class: A CO2-Class: A BMW 530e xDrive Limousine. Energy consumption in
Slide 47: Consumption and emission data
CONSUMPTION AND EMISSION DATA. MINI Countryman SE ALL4 Essential Trim. Rolls-Royce Spectre. Energy consumption in kWh/100km WLTP (combined): 18.5 Energy consumption in kWh/100km WLTP (combined): 21.5 CO2-emissions in g/km WLTP (combined): 0 CO2-emissions in g/km: 0 CO2-Class: A BMW R 1300 GS Trophy.
Slide 48: Investor & Analyst Days 2024
. INVESTOR & ANALYST . DAYS 2024