Heidelberger Druckmaschinen Ag · XETR:HDD
Heidelberger Druckmaschinen — Investor Presentation (December 2015)
34 slides from Heidelberger Druckmaschinen's investor presentation, Dec 1, 2015
Slide 1: Welcome in a digitized world
30.11.2015 Welcome in a digitized world Prof. Dr. Walter Brenner Heidelberg, December 1st 2015 For 30 years I have been working in the IT industry as a researcher, consultant and entrepreneur. 1
Slide 2: Research areas
30.11.2015 In those years my team and I have worked on a lot of very interesting topics. Industrial Research areas Internet Consumer Data E-Procurement IT of Private Households Design Thinking Information Management 1980 1990 2000 2010 2015 Industrialized IT ERP4IT IT Management IT of ITIL, Processe
Slide 3: Who do you believe more? Race driver or robot
30.11.2015 Who do you believe more? A professional race driver from Audi … . Folie 5 … or a robot (Audi RS7) programmed by engineers from Audi? . Folie 6 3
Slide 4: What are the characteristics of a digitized world?
30.11.2015 Companies like Airbnb, Amazon, Apple, Facebook, Google and Uber have changed our life and many industries. . Folie 7 What are the characteristics of a Digitalisierung ist die zentrale Kraft, die Wirtschaft und Gesellschaft verändert. Alle Bereiche werden über kurz oder lang betroffen sein
Slide 5: Building blocks of the digital world
30.11.2015 A video from PTC shows some aspects of the digitized word and the internet of things. https://www.youtube.com/watch?v=gIXsA158TAo . Folie 9 At least six «building blocks» are used to create the digital world. – Internet of Things: Everything is connected with everything. – Cloud Computing
Slide 6: Digitization will change business and private world
30.11.2015 Predictive Maintenance is a good example how the building blocks of the digitized world «play» together. 1. Sensors measure actual usage of elevators continously 2. Sensor data are sent via mobile networks or fixes lines to cloud computing data centers 3. In those data centers all the dat
Slide 7: 30.11.2015
30.11.2015 7
Slide 8: The next Step: TV Sets with Android
30.11.2015 The next Step: TV Sets with Android 8
Slide 9: Digitization follows new rules of the game
30.11.2015 Change in business world: Which were the leading manufacturers of TV sets in the 70ies and the 80ies and which are the leading manufacturers of TV sets today? Change in private world: How did Television consumption change in the last 20 years? What was, what is the impact on media industr
Slide 10: Rules of the game: be aggressive, speed
30.11.2015 Don’t accept and don’t be afraid of existing (big) players Store all data that you can get forever (“data lake”) Customer in the centre. Be agressive Set-up of adequate infrastructures and employee skills Nothing is (seems to be) impossible If you don’t do it someone else will do it (“can
Slide 11: Digitization of the manufacturing industry is a global challenge
30.11.2015 How will the forklift of the future look like? What digital services do customers expect? How will the research and development process for the forklift or printing equipment of the future look like? … Prof. Dr. Walter Brenner . Folie 21 Digitization of the manufacturing industry is a glo
Slide 12: Industrial Internet Consortium and GE Software
30.11.2015 A lot of companies from different branches have established the Industrial Internet Consortium. GE has established a new affiliate GE Software to focus on the industrial internet and on data-driven services. • GE Software located in San Ramon CA has grown from 4 people in 2011 to about 15
Slide 13: Classical industrial products become digitized equipment
30.11.2015 GE has established a new affiliate GE Software to focus on the industrial internet and on data-driven services. • The most important product of GE Software is Predix, an operating system (platform) for the industrial internet • Predix will be opened up in 2015 and this should motivate sta
Slide 14: Sensors are key
30.11.2015 Sensors are key: The amount of sensors used in equipment and the quality of data from sensors is steadily increasing. . Folie 27 Heidelberger has already built a lot of sensors in their printing machines. Inspection Control Perfecting PDF verification Missing sheet detection Feeder Delive
Slide 15: Software, data and algorithms in industrial equipment
30.11.2015 Even in farming we see cool examples of digitization. Did you know or expect this? https://www.youtube.com/watch?v=IpcG9nAYWL8 . Folie 29 Software, data and algorithms will be an important part of industrial equipment and Digitalisierung ist die zentrale Kraft, die Wirtschaft und Gesellsc
Slide 16: Digitized products will lead to sustainable changes
30.11.2015 Digitized products will lead sustainable changes. Reputation Sales Prof. Dr. Walter Brenner • Service to regulate and °C and Layer 5 Digital Service Digital RH for cost effective heating • Sensor data is combined with Layer 4 Analytics e.g. weather or other data to recognize patterns / ge
Slide 17: Digital services will be a key element for equipment
30.11.2015 Digital services will be a key element for equipment in a Digitalisierung ist die zentrale Kraft, die Wirtschaft und Gesellschaft verändert. Alle Bereiche werden über kurz oder lang betroffen sein digitized world. In 2015 our research institute worked together with leading manufacturers o
Slide 18: Seven clusters of digital services
30.11.2015 Based on 45 concrete use scenarios, we identified in this study seven clusters of digital services for digitized equipment. Information and Engineer better equipment by data-driven leveraging operational services performance data Empower and Optimization optimize field of asset operations
Slide 19: Digitization can change equipment and products completely
30.11.2015 Finally digitization can change equipment and Digitalisierung ist die zentrale Kraft, die Wirtschaft und Gesellschaft verändert. Alle products completely. Bereiche werden über kurz oder lang betroffen sein . Folie 38 19
Slide 20: Folie 39 Folie 40
30.11.2015 . Folie 39 . Folie 40 20
Slide 21: A quantum leap in the next ten years
30.11.2015 . Folie 41 And I expect a quantum leap Digitalisierung ist die zentrale Kraft, die Wirtschaft und Gesellschaft verändert. Alle in the next ten years! Bereiche werden über kurz oder lang betroffen sein 21
Slide 22: Folie 43 Folie 44
30.11.2015 . Folie 43 . Folie 44 22
Slide 23: Internet of things will change engineering of equipment
30.11.2015 Internet of things will change engineering Digitalisierung ist die zentrale Kraft, die Wirtschaft und Gesellschaft verändert. Alle of equipment. Bereiche werden über kurz oder lang betroffen sein Again PTC is transferring data from sensors in a mountain- bike into a CAD-System to improve
Slide 24: New business models will have bigger impact
30.11.2015 New business models will have in some industries even a bigger impact on companies and industry structure: • New access to the customer Digitalisierung ist die zentrale Kraft, die Wirtschaft und Gesellschaft verändert. Alle • Pay per use Bereiche werden über kurz oder lang betroffen sein
Slide 25: Performance oriented business models in printing industry
30.11.2015 Which company has more than 100 Million fans? . Folie 49 The most important change in business models will be the emergence of performance oriented business models. What will be the impact of performance oriented business models on printing industry? Remember: What was the impact on IT-in
Slide 26: Digital ecosystems are a mighty instrument of digitization
30.11.2015 Digital ecosystems are a mighty instrument Digitalisierung ist die zentrale Kraft, die Wirtschaft und Gesellschaft verändert. Alle of digitization. Bereiche werden über kurz oder lang betroffen sein Amazon, Goolge and Apple are «world champion» in developing and operating digital ecosyste
Slide 27: New forms of cooperation and alliances
30.11.2015 We will see the same development in industrial business. Printing equipment can be in the centre or part of a digital ecosystem. . Folie 53 New forms of cooperation and unbelievable alliances will be the basis Digitalisierung ist die zentrale Kraft, die Wirtschaft und Gesellschaft verände
Slide 28: Audi, BMW, Daimler buy HERE; Heidelberger cooperates with PTC
30.11.2015 Audi, BMW and Daimler teamed up and bought HERE from Nokia. . Folie 55 Heidelberger is cooperating with PTC a leader in the world of internet of things. . Folie 56 28
Slide 29: Digitization will change a lot in companies
30.11.2015 And General Electric (Predix) is working together with PLC (CAD/internet of tings). . Folie 57 Digitization will change a lot in companies. Digitalisierung ist die zentrale Kraft, die Wirtschaft und Gesellschaft verändert. Alle Bereiche werden über kurz oder lang betroffen sein At the end
Slide 30: Companies like GE have changed priorities
30.11.2015 Companies like General Electric have changed priorities. Jeffrey Immelt wants to tranform GE in a software company. . Folie 59 The board of Axel Springer has shown in a video already some years ago how far involvement of the board can go. https://www.youtube.com/watch?v=YAbpm kqn6JE . Fol
Slide 31: Race for the digitized world
30.11.2015 In St Gallen we are closely watching the Digitalisierung ist die zentrale Kraft, die Wirtschaft und Gesellschaft verändert. Alle «Race for the Bereiche werden über kurz oder lang betroffen sein digitized world» Who is participating in this “race”: • Traditional manufacturing companies • H
Slide 32: Security is another important factor
30.11.2015 Security is another important factor in the digital world. This is a private, Digitalisierung ist die zentrale Kraft, die Wirtschaft und Gesellschaft verändert. Alle Bereiche werden über kurz oder lang betroffen sein corporate, national and international challenge. Trust was key in the cl
Slide 33: Key success factors for digital transformation
30.11.2015 Instead of a summary: What are the key success factors for digital transformation? – Establish and live a digital (learning) culture – Build a digital innovation process: Build prototypes and test them with your existing and potential customers, fail often and fail early, … – Speed is not
Slide 34: Institute of Information Management
30.11.2015 Institute of Information Management yt AS University of St.Gallen 34
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