Skf Ab Class A · OMXSTO:SKF_A
Skf Ab Class A — Investor Day (2014)
22 slides from Skf Ab Class A's investor day presentation, 2014
Slide 1: Fast growing markets / Special focus Asia
Fast growing markets / Special focus Asia • Market update • Key market drivers • Manufacturing footprint Ulrich Selig • Engineering footprint Director, Automotive • Successful business Asia © SKF Group
Slide 2: Passenger car production - Asia
Passenger car production - Asia Passenger Car Production 120000000 25% 22,5% 100000000 20% 80000000 15% Asia 60000000 10,3% 10% World Total 5,4% 4,6% YOY Asia 40000000 5% YOY World 20000000 -0,3% 0% 0 -5% 2011 2012 2013 2014 2020 • Asia ~ 50% of global car production • Out of top 15, six are Japanes
Slide 3: Heavy and medium truck production - Asia
Heavy and medium truck production - Asia Heavy & Medium Truck Production 4 500 000 70% 4 000 000 60% 56,7% 3 500 000 50% 3 000 000 40% Asia 2 500 000 30% World Total 2 000 000 20% YOY Asia 1 500 000 3,6% 2,6% 10% YOY World 1 000 000 0% 500 000 -10,9% -10% 0 -20% 2011 2012 2013 2014 2020 • Asia ~ 60%
Slide 4: Key drivers to impact the Asian automotive market
Key drivers to impact the Asian automotive market • Urbanization • Disposable income growth • Infrastructure development • Rapid growth in small cars • Electric vehicles • Total cost of ownership © SKF Group CMD 2014
Slide 5: Manufacturing and engineering footprint - Asia
Manufacturing and engineering footprint - Asia • New factories established ₋ ATC2 factory, Shanghai, China - production started 2014 ₋ Jinan factory, China - production started 2012 ₋ Mysore factory, India - production started 2012 • SKF Global Technical Centres expanding • 13 production sites Taegu
Slide 6: Global Technical Centres in Asia
Global Technical Centres in Asia Global Technical Centre China Shanghai (Jiading Campus) Employees：~400 (to 2016) Opened：2013 Q4 Automotive Testing Centre Japan, Chino Global Technical Centre India Bengaluru Employees： ~400 (to 2016) Opened：2012 © SKF Group CMD 2014
Slide 7: Product engineering centre - Asia
Product engineering centre - Asia • Meet local customer specific challenges • Quicker answers Truck • Specialized and dedicated engineering teams • Global product development and design process to ensure worldwide quality standards Global Technical Centre India Global Technical Centre China Two whee
Slide 8: Key automotive customers in Asia
Key automotive customers in Asia Passenger cars Commercial vehicles © SKF Group CMD 2014
Slide 9: Customer technical days
Customer technical days 2013 2014 - YTD • 18 OEM customer days • 4 OEM customer days • 25 VSM distributor days • 21 VSM distributor days • 50 locations 4,000 visitors • 10 Truck Fleet customer days 2014.05.23 SAGW Tech Day 2014.04.29 Hande Axle Tech Day 2014.04.23 VSM Distributor Day 2014.03.12 Swed
Slide 10: Great Wall - China
Great Wall - China Strategic partnership agreement “Focus Dedication Specialization” Solutions • Wheel hub bearing unit (HBU) • Transmission bearing • Engine and driveshaft seals Great Wall Leading local car brand in China Strong growth plans Russia Sales target 2015: Italy ‘000 units Chile South Af
Slide 11: Great Wall
Great Wall To grow our business in China and globally we need high quality suppliers with advanced engineering capabilities, close to us locally and a solid footprint globally. Great Wall wants SKF, as our strategic partner, to support us to reach global fame with the aim of building the best Chines
Slide 12: Geely - China
Geely - China Solutions “Happy life, Geely drive.” • Transmission bearings (deep groove ball bearing, bearing retainer) • Transmission seal (low friction bonded piston seal) • Engine seal Geely Mission: Build the safest, most environmentally-friendly and most energy-efficient cars, and bring Geely c
Slide 13: Geely
Geely Mrs. Ruiping Wang, VP Geely Group & General Manager Geely Powertrain ● Latest world leading technology ● High quality products ● Competitive cost ● Speed - fast response time ● World class supplier – valued brand © SKF Group
Slide 14: Dongfeng Commercial Vehicle - China
Dongfeng Commercial Vehicle - China “Chinese Dongfeng Global Dongfeng” Solutions • Engine idler bearing • Tapered roller bearing for transmission • Maintenance-free universal joint bearing and hanger bearing for propeller shaft • Tapered roller bearing for axle Dongfeng Leading heavy and medium duty
Slide 15: Dongfeng Commercial Vehicle
Dongfeng Commercial Vehicle Mr. Huang Gang, General Manager ● Competence, technology and quality products ● Deepen and widen cooperation ● Support to improve trucks for global customers © SKF Group
Slide 16: Mazda - Japan
Mazda - Japan ”Zoom Zoom” Solutions Transmission seal (low friction bonded piston seal) Robust MacPherson supspension bearing unit Mazda Sold 1.3M vehicles worldwide in 2013 Over 80% sold outside Japan New plant in Mexico for Mazda 2 and Mazda 3 started operation in 2014 Forecast 1.5M vehicles world
Slide 17: Isuzu – Japan
Isuzu – Japan Solution • Tapered roller bearing Isuzu • Global truck manufacturer • Aims to be a leader in transportation, commercial vehicles and diesel engines, supporting customers and respecting the environment • More than 70% of Isuzu turnover comes from overseas countries © SKF Group CMD 2014
Slide 18: Hyundai/Kia - Korea
Hyundai/Kia - Korea Solutions “New thinking • Wheel hub bearing unit New possibilities” • Robust MacPherson suspension bearing unit Hyundai/Kia • Overseas production expected to grow slightly to exceed domestic “The power to surprise” • Hyundai-Kia 5th largest automotive OEM group • Global footprint
Slide 19: Hyundai Motors
Hyundai Motors Mr. Byeong-Jun, Kim, Purchasing Director “ Working with SKF, we know we get the advanced and highest performing solutions we need for our vehicles to reach the world best level of the cars. Hyundai & Kia have grown tremendously over the last years globally, and we recognize that SKF’s
Slide 20: Honda - Indonesia
Honda - Indonesia Solution “The Power of Dreams” • Wheel hub bearing unit (HBU) Honda • Leading car manufacturer in Indonesia • Opening for further HBU business also with other car manufacturer Indonesia • Fast growth of small cars due to economical development transition from TW • Local Indonesia m
Slide 21: Key message for Automotive Asia
Key message for Automotive Asia • Increasing engineering capacity close to the customer • Utilizing manufacturing capacity including new factory to grow with our customers • Signing strategic partnership agreements strengthens growth for future market share • Continue building strong relationship wi
Slide 22: SKF Automotive strategy
SKF Automotive strategy Cost and Product- capital ivity efficiency Robust supplier base Cost reductions © SKF Group CMD 2014