Ford Global Focus Meeting

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Ford Global Focus Meeting
Marktpositionierung und
Wertschöpfung in der
Automobil-Zulieferindustrie
Dr. Herbert Demel
June 2013
Inhalt
 Magna International
 Geographische Verteilung von Märkten, Marken & Produktion
 Trends, Wachstumsfelder, Geschäftsfelder
 Automobilzuliefererindustrie und Wertschöpfungskette
 Konventioneller Antrieb / Gewicht
 Global Platforms
 Electric Vehicle
 Aftersales
 Management, Leadership, Strategy
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
2
Overview
Magna International
Dr. Herbert Demel
June 2013
Globale Präsenz
Westeuropa
Kanada
18.900
33.750
46
10
20.950
36
3
Osteuropa
58
16
Mexiko
86
36
USA
11.575
41
20
19.400
29
1
Südamerika
5.675
10.275
15
2
2
•
•
•
~ 121,000 Mitarbeiter
Asien
| 29 Länder
|
Afrika
100
Produktions- und Montagewerke
Produktentwicklungs- / Engineering- / Vertriebszentren
Mitarbeiteranzahl
315
87
| $30,8 Milliarden (Umsatz 2012)
(Stand Q1 2013)
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
4
Managementstruktur
Don
Walker
Chief Executive Officer
Vince Galifi
Jim Tobin
Chief Strategy Officer
Tom Skudutis
COO Magna Interiors, Exteriors, Seating, Mirrors, Closures and Cosma
Swamy Kotagiri
Mike Sinnaeve
Mike Bisson
President
President Magna Europe
EVP, Corporate Engineering & R&D
VP Operational Improvement & Quality
Frank Seguin
John Farrell
Jake Hirsch
MAGNA MIRRORS &
MAGNA CLOSURES
COSMA INTERNATIONAL
MAGNA POWERTRAIN &
MAGNA ELECTRONICS
Vision, Closure & Lighting
Systems
Body & Chassis
Powertrain & Electronics
President
President
Chief Marketing Officer, President Magna Asia
Herbert Demel
Guenther Apfalter
Joe Pittel
Chief Financial Officer
President
President
Guenther Apfalter
President
Albert Lidauer
President EU
Joe Pittel
MAGNA SEATING
Seating Systems
05/27/2013
Acting President Americas /
Asia
MAGNA EXTERIORS
& INTERIORS
Exterior & Interior
Author: HD/RN
Disclosure or duplication without consent is prohibited
MAGNA STEYR
Vehicle Eng & Contract
Mfg; Fuel, Battery & Roof
Systems
5
Faire Unternehmenskultur
Unternehmensverfassung
Mitarbeiter-Charta
Dezentrales Management
Mitarbeitereinbindung
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
6
Major Vehicle Component Systems
Electronics &
Electrical
Battery, exterior &
interior lighting, door
locks, security systems,
dashboard accessories,
wire harnesses and the
remaining electrical
architecture of the
vehicle
Steering
Joints, columns,
gears & knuckles
Body Glass
Windshields,
windows & sunroof
glass
Passenger
Restraints
Airbags, seat belts,
safety electronics
and other passive
components
Body & Structural
Underpinning and
skin of a vehicle
including frames,
body & class A
stampings
Interior
Seats, instrument
panel, arm rests,
headliners & other
pieces of the
vehicle that
encapsulate
occupants
Audio & Telematics
Radios, CD players,
TVs, DVD players,
navigational systems
and docking stations
Fuel System
Parts from the
filling cap to the
fuel injector
Engine
Power plant of the
vehicle (pistons,
bearings, valves, timing
chains, oil pumps, etc)
Wheels & Tires
Wheels, tires, hub
caps and other
related parts
Climate Control &
Engine Cooling
Compressors,
condensers, fans,
radiators
Transmission
Transmissions,
clutches, gears
Suspension
Shock absorbers,
control arms,
springs, stabilizers
and struts
Braking
Mechanical parts
(calipers, brake pads,
drums, etc) and
electrical components
such as actuators
and sensors
Axles, Driveshafts &
Components
Parts of the vehicle
that transfer power to
the wheels from the
engine and
transmission
Exhaust
Brackets, catalytic
converters,
clamps, valves and
mufflers
Source: Bank of America Merrill Lynch
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
7
Kompetenzen
Dachsysteme
Außenausstattungen
Innenausstattungen
Tank- & Batteriesysteme
Entwicklungsdienstleistungen
Spiegelsysteme
Produkte
Schließsysteme
Fahrzeugproduktion
Sichtsysteme
Karosserie-&
Fahrwerksysteme
Antriebssysteme
05/27/2013
Author: HD/RN
Elektronik
Disclosure or duplication without consent is prohibited
8
Produktüberblick
BODY & CHASSIS
POWERTRAIN
ELECTRONICS
ROOF SYSTEMS
FUEL & BATTERY
SYSTEMS
VEHICLE ENGINEERING
& CONTRACT
MANUFACTURING
Kompetenzen
Kompetenzen
Kompetenzen
Kompetenzen
Kompetenzen
Kompetenzen
Globale Präsenz
• Driveline Systems
• Fluid Pressure &
Controls
• Metal-Forming Solutions
• EngineeringDienstleistungen &
Systemintegration
• e/hev Komponenten&
Fahrzeugsysteme
Globale Präsenz*
• Fahrerassistenzsyste
me
• Intelligente Power
Systeme
• Motor- und
Sensorelektronik
• Elektronik für
Industriefahrzeuge
• Body Systeme & HMI
Globale Präsenz*
• 1.300 Mitarbeiter
• 10 Produktions- &
Montagewerke
• 3 Produktentwicklungs-/
Engineering- /
Vertriebszentren
• 12.425 Mitarbeiter
• 41 Produktions- &
Montagewerke*
• 19
Produktentwicklungs-/
Engineering- /
Vertriebszentren
• 1.550 Mitarbeiter
• 6 Produktions- &
Montagewerke*
• 9
Produktentwicklungs-/
Engineering- /
Vertriebszentren
*inkl. Minority JVs & In Progress
Einrichtungen
*inkl. In Progress Einrichtungen
*inkl. In Progress Einrichtungen
Author: HD/RN
Soft Tops
Faltschiebedächer
Moduldächer
retractable Hard Tops
Globale Präsenz
• 29.875 Mitarbeiter
• 75 Produktions- &
Montagewerke*
• 26
Produktentwicklungs-/
Engineering- /
Vertriebszentren
05/27/2013
•
•
•
•
Disclosure or duplication without consent is prohibited
• Kraftstofftanks aus
Kunststoff, Stahl &
Aluminium
• Kraftstoffkomponenten
• Alternative
Speichersysteme
• Batterien
Globale Präsenz*
• EngineeringDienstleistungen inkl.
Fahrzeugentwicklung
• FahrzeugAuftragsfertigung
• Industrial Services
Note: Facility numbers include shared facilities.
• Karosseriesysteme
• Fahrwerkssysteme
• Systeme für
Entwicklung und
Werkzeugbau
• Strukturkomponenten
für erneuerbare
Energien
Globale Präsenz*
• 9.050 Mitarbeiter
• 12 Produktions- &
Montagewerke
• 20
Produktentwicklungs-/
Engineering- /
Vertriebszentren
*Standort- & Mitarbeiteranzahl
bei Vehicle Engineering &
Contract Manufacturing
inkludiert
*inkl. Standort- &
Mitarbeiteranzahl für Fuel &
Battery Systems
9
Produktüberblick
SEATING
EXTERIORS
INTERIORS
CLOSURES
VISION SYSTEMS
Kompetenzen
Kompetenzen
Kompetenzen
Kompetenzen
Kompetenzen
Globale Präsenz
• 17.400 Mitarbeiter
• 48 Produktions- &
Montagewerke*
• 4 Produktentwicklungs-/
Engineering- /
Vertriebszentren
*inkl. In Progress Einrichtungen
05/27/2013
•
•
•
•
•
•
Stoßfängersysteme
Außenverkleidungen
Class A Verbundbauteile
Modulare Systeme
Strukturkomponenten
Motorraum- &
Unterbodenkomponenten
• SMC Material
Globale Präsenz
• Tür- & Seitenverkleidungssysteme
• Cockpitsysteme
• Gepäckraummanagementsysteme
• Dachhimmelsysteme
Globale Präsenz
• 31.425 Mitarbeiter**
• 62 Produktions- &
Montagewerke*
• 17 Produktentwicklungs-/
Engineering- /
Vertriebszentren
• 31.425 Mitarbeiter**
• 54 Produktions- &
Montagewerke*
• 16 Produktentwicklungs-/
Engineering- /
Vertriebszentren
*inkl. Minority JVs & In Progress
Einrichtungen
**Exteriors & Interiors zusammen
*inkl. Minority JVs & In Progress
Einrichtungen
**Exteriors & Interiors zusammen
Author: HD/RN
Disclosure or duplication without consent is prohibited
• Türmodule
• Fensterhebersysteme
• Elektrisches Öffnen und
Schließen von Türen &
Klappen
• Schließsysteme
• Türgriffe
• Pedalerie
• Elektronik
• Beleuchtungssysteme
• Dichtungssysteme
• Glastechnologien
Globale Präsenz
•
•
•
•
•
Innenspiegel
Außenspiegel
Aktuatoren
Elektronische Sichtsysteme
Elektrochromatisches
Spiegelglas
Note: Facility numbers include shared facilities.
• Komplettsitzlösungen
• Mechanismen & HardwareLösungen
• Sonderanwendungen von
Mechanismen
• Sitzstrukturen
• Schäume & Sitzbezüge
• Design- & Entwicklungsdienstleistungen
Globale Präsenz
• 5.575 Mitarbeiter
• 16 Produktions- &
Montagewerke*
• 7 Produktentwicklungs-/
Engineering- /
Vertriebszentren
• 9.075 Mitarbeiter
• 31 Produktions- &
Montagewerke*
• 10 Produktentwicklungs-/
Engineering- /
Vertriebszentren
*inkl. In Progress Einrichtungen
*inkl. In Progress Einrichtungen
10
Magna in China
North Region
7 Facilities &
1 in progress
Changchun
Beijing
Tianjin
Kaifeng
West Region
3 Facilities
Changzhou
East Region
20 Facilities
Changshu
Shanghai
Chengdu
Chongqing
Wuhan
South Region
3 Facilities
Changsha
Kunshan
Suzhou
Zhanjiagang
Wuhu
Fuzhou
Shunde
~ 8.400 People | ~ 33 Facilities | 1 Facility in progress
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
11
Summary Annual Shareholder Meeting 2013
Highlights
Q1 2013
 Record quarter in total sales and earnings
 Production sales and EBIT improved in every segment Q1´13 vs Q1´12
(in NA segment – ecxl. $39M amort´n of intangibles related to acquisition of E-Car)
Going Forward in 2013
 EBIT margin (excl. E-Car amort´n) in North America expected to remain strong
 Expect improved EBIT in Europe despite decline in volumes
 Rest of the World segment expected to be profitable
 Improved results in South America vs 2012
 Lower new facility costs in China vs 2012
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
12
Summary Annual Shareholder Meeting 2013
Q1 2013 - Financial Highlights
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
13
Summary Annual Shareholder Meeting 2013
Q1 2013 – Cash Flow
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
14
Summary Annual Shareholder Meeting 2013
2013 – Outlook*
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
15
Success factors
Being global & action local
 Financial Strength
 Retrain and attract local employees
 Global Competitiveness
 Leadership position in product & process
manufacturing
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
16
Financial Strength
Diversified Business
Total Sales By Region
2000
2012
53%
67%
North
America
North
America
2010: ~40% of global sales are with Premium Brands
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
17
Financial Strength
Presence in High-Growing Markets
Percentage of Manufacturing
Facilities in High-Growth
Markets
Continued Significant Growth
in China
22%
20%-25%
~26%
CAGR
7%
2001
05/27/2013
2010
Author: HD/RN
2013F
Disclosure or duplication without consent is prohibited
18
Leadership Position in Product and Process Mfg.
Idea to Delivery
Innovation
Development
Process
• Idea Generation
• Content
evaluation
• Product Creation
05/27/2013
Author: HD/RN
Product
Development
Process
• Engineering
• Testing
• Launch
Disclosure or duplication without consent is prohibited
Magna
Operating
System
• Manufacturing
• Purchasing
• Quality /
Efficiency
19
Competitor & Market Update
Peer Group
May 14, 2013 Stock Performance, EURO/ US Dollar
Stock Price
USD
YTD
change
64,48
22,65
125,30
36,82
61,56
62,59
59,83
+55,74%
+51,76%
+44,11%
+21,14%
+57,15%
+50,35%
+54,19%
(EUR/USD)
2012
2013
█ Magna
█ NASDAQ
Jan / 2012
05/27/2013
Jan / 2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
20
Geographische Verteilung von
Märkten, Marken & Produktion
Dr. Herbert Demel
June 2013
Source: HIS (Nov 2012)
* Entire car segment spectrum & LCV up to 6 tons (CBU & CKD)
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
■ More than double of 2002
■ Less than 2002
2
Source: IHS (Nov 2012)
Global
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
3
Source: IHS (Nov 2012)
Regional
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
4
Volvo Group
Volvo Truck
855 1860 1865 1870 1875 1880 1885 1890 1895 1900 1905 1910 1915 1920 1925 1930 1935 1940 1945 1950 1955 1960 1965 1970 1975 1980 1985 1990 1995 2000 2005 2010 2012
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
Quelle: WWW Research
Volvo Car
5
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
Quelle: WWW Research
1850 1855 1860 1865 1870 1875 1880 1885 1890 1895 1900 1905 1910 1915 1920 1925 1930 1935 1940 1945 1950 1955 1960 1965 1970 1975 1980
6
Quelle: WWW Research
Dong Feng
1981/1982/1983/1984/ 1985/ 1986/ 1987/ 1988/ 1989/ 1990/ 1991/ 1992/ 1993/ 1994/ 1995/ 1996/ 1997/ 1998/ 1999/ 2000/ 2001/ 2002/ 2003/ 2004/ 2005/ 2006/ 2007/ 2008/ 2009/ 2010/ 2011/ 2012
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
7
Global Light Vehicle Sales
Units in Mio
110
100
90
80
80
70
60
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
40
2009
50
Source: IHS Data Insights
Total Light Vehicle Sales
100
8
2000
2010
2020
NAFTA
35
19
18
W. Europe
30
20
15
Japan
11
7
4
76
46
37
China
3
23
28
Rest of Asia
8
12
14
E. Europe
5
5
7
S. America
4
7
8
Other Markets
4
7
6
24
54
63
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
Source: CY2010 Data, IHS Data Insights
Regional Shares of Light Vehicle Sales (%)
9
Global Light Vehicle Production
110
Global Markets 3.9%
Developing Markets 6.3%
Developed Markets 1.2%
57% Developing Regions
Millionen
2012-19 Global Growth Rates
100
90
80
70
60
50
40
20
10
0
ASEAN
05/27/2013
South America
India
Author: HD/RN
C/E Europe
China
South Korea
Japan
Disclosure or duplication without consent is prohibited
West Europe
North America
Source: IHS Data Insights
30
10
Share of global vehicle production
Region / Local OEM
Production by OEMs
Source: IHS (Nov 2012)
Production by region
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
11
Global light vehicle production regional mix
50%
66%
70%
75%
35%
34%
30%
25%
Source: LMC
50%
65%
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
12
Regional unit growth
CAGR 2012 - 2022
█ Unit Change
30,000
█CAGR
14%
12%
25,000
10%
20,000
8%
15,000
6%
10,000
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
Other
Africa
Middle East
South America
(units in 000‘s)
North America
0%
Eastern Europe
0
Western Europe
2%
Asia
5,000
Source: LMC
4%
13
Global OEM Volume
2010 - 2022
14
12
10
8
6
4
0
2010
05/27/2013
Author: HD/RN
2010-12
2012-15
2015-19
2019-22
Disclosure or duplication without consent is prohibited
Source: IHS Data Insights
2
14
Average Light Vehicle Transaction Price
CHN/ EU&NAFTA/ ROW
China
EU &
NAFTA
ROW
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
15
Global Capacity Utilization
Pockets of Trouble Remain
90%
80%
Capacity Concerns
70%
Fundamental structural issue – 70%
utilization with 5.5M overcapacity
Strong utilization since the 20082009 crisis
60%
New capacity growth, but old not cut
- utilization at 70%
50%
Adding 1.5M units in the next 5 years
40%
05/27/2013
2009
Author: HD/RN
2011
2013
Disclosure or duplication without consent is prohibited
2015
2017
Source: LMC Automotive
Cut 1M but still 2.2M of overcapacity
16
Mega Trends
Dr. Herbert Demel
June 2013
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
2
2031
2011
Σ 1.300.000
2011
2031
Σ 1.400.000
Σ 1.500.000
Σ 1.200.000
Population in Mio.
Source: U.S. Census Bureau, International Data Base
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
3
2011 vs. 2031
1.600
+3,9%
+23,9%
1.400
1.200
800
600
400
+19,8%
-4,6%
200
mio. 0
China
India
MERCOSUR
Germany
-5,7%
Japan
“In particular, India and the countries of MERCOSUR are expecting
massive growth rates“
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
Source: U.S. Census Bureau, International Data Base
1.000
4
…approximately 85% of the world's population lives in “Emerging-Regions”…
…20 of the top 50 richest cities in the world will be in emerging markets…
…70% of the population growth will be in emerging markets…
…this will double the amount of money that will be available to emerging
market consumers…
…Over 85% of senior executives expect the majority of their revenue to come
from emerging markets by the year 2020…
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
5
Volatility of automotive industry / economic development
Long-term comparison of automotive industry
Change in BIP shares, compared to previous year in % (Germany)
BIP¹
Manufacturing
Industry
Phase of relative stability
„Lehman Brothers“
1995
2000
2005
2010
2015
“The volatility of the automotive industry is stronger compared to other
industries”
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
Source : Eurostat, Oliver Wyman/ 1. Based on respective prices
Automotive
Industry
6
1.00
30%
Nuclear
Nuklear
500
Fossile
Öl
Kohle
Erdgas
70%
0
1850
05/27/2013
1900
Author: HD/RN
1950
2000
2020
Disclosure or duplication without consent is prohibited
Erneuerbare
Solar
Biomasse
Wind
Hydro
Geothermal
Ozeanisch
etc.
Quelle: Shell AG and VDA Report
1.50
Gegenmaßnahmen:
• Sanktionieren
• Reduzieren der Fahrzeugmasse
• Kontrollieren der Energiebilanz über Produktzyklus
• Fokussieren auf effiziente Technologien
• Optimieren der VKM
2050
7
7
Transport
23%
1500
Geo/oceanic
Geothermal /
energy
oceanic
Domestic
12%
31%
1000
Still
open
Not defined
Industry
10%
Agriculture
3%
8%
Services
Solar energy
Solar
New
New biomass
biomass
Pass. cars
Trucks
Wind power
Wind
Planes
58%
24%
Other
Nuclear
Nuclear
energy
Hydropower
Hydro power
500
Natural gas
Natural
Oil
Crude
oil
Coal
Coal
Trad. biomass
0
1860
05/27/2013
1880
1900
Author: HD/RN
1920
1940
1960
1980
2000
2020
Disclosure or duplication without consent is prohibited
2040
2060
Source: Shell AG and VDA Report
31%
8
F-Gase
1%
Emittierende Bereiche
Müll
3%
N2O
8%
CH4
14%
Forstwirtschaft
17%
Co2 Fossile
Brennstoffe
57%
Co2
(Abforstung,
Verrottung)
17%
Energieversorgung
26%
Agrarwirtschaft
14%
Verkehr
13%
Industrie
19%
50
Co2 (andere)
3%
GtCO2-eq / Jahr
40
30
35,6
39,4
44,7
49,0
28,7
Jährliche Treibhausemissionen Global:
█ CO2 Fossile Brennstoffe
█ CO2 Abforstung, Verrottung, Torf
█ CH4 Agarwirtschaft, Abfall und andere
█ N2O Agrarwirtschaft und andere
20
10
0
1970
05/27/2013
Gebäude
8%
1980
1990
Author: HD/RN
Quelle: IPCC Intergovermental Panel on Climate Change/ Synthesis Report 2007
Anteile Treibhausgase
2000 2004
Disclosure or duplication without consent is prohibited
9
Produktlebenszyklus
Bewertung
Rohmaterialgewinnung
Well-to-Wheel
Abbau
Transport
Aufbereitung
Kraftstoff
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
10
05/27/2013
Author: HD/RN
Bevölkerung
298.000.000
8.190.000
142.000.000
188.000.000
1.300.000.000
1.000.000.000
GDP/ Capita
PKW je
Intl.$
1000 Einw.
47.000
535
40.000
507
15.000
170
11.000
143
7.500
50
3.500
18
Disclosure or duplication without consent is prohibited
Quelle: U.S. Census Bureau, International Data Base/ World Bank / JD Power
Land
USA
Österreich
Russland
Brasilien
China
Indien
Ø
Alter
37
41
38
28
33
25
11
%
“the first 800 years of the last millennium, China and India dominated the
worldwide value added while Europe came in third“
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
Source : Angus Maddison; Droege & Comp.
„Chinese Century of
shame“
%
12
# of new / abandoned
brands
155
-1
129
+3/-2
South Korea
+2
Other BRIC¹
JPN
+1/-4
+38/-4
USA
CHN
+11/-16
ROW
EUR
+1/-3
¹ Brazil, India, Russia
“OEM brands of traditional markets have been consolidated only slightly over the
last decade, but OEM brands in emerging markets have increased tremendous “
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
Source: Oliver Wyman / LMCA ( Note: Brands w/o reported production volume count as not existing)
Global OEM brands
13
1970‘s
1980‘s
1990‘s
2000‘s
2010‘s
Toyota Crown
Toyota Corolla
Honda Accord
Lexus RX
Toyota Prius
Hyundai Excel
Hyundai Accent
Hyundai Tucson
Kia Cee‘d
Chery M1 Brazil
Volvo S60
05/27/2013
Author: HD/RN
Great Wall Deer Mid/East
Disclosure or duplication without consent is prohibited
14
1) Including light commercial vehicles
…Western Europe: Global importance of W. Europe as a production hub is
declining due to falling local sales and OEM globalization…
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
Source: IHS, Roland Berger
Development of WE passenger vehicle production structure… [million vehicles; %]
15
Fuels & power
source optimization
Power train
concepts
Weight
reduction
Efficiency
Air
Systems
ICE optimization
New ICE concepts
Engine Downsizing
Power on Demand
H2 Combustion Engine
Thermal Management
Fuel
storage
systems
Boosting
Technologies
New energy
storage systems
Alternative
Fuels
(CNG, LNG,
BTL, E, H2)
Hybridization
Electric all wheel
Fuel
-Mild Hybrids
drive
Cell
-Full Hybrids
-Plug-in Hybrids
-Transmission optimization
Packaging Dev.
-Range extender
- New transmission concepts
Electro-sensitive polymers
HSS, UHSS
Al, Mg application
(Fiber)
Hybrid design
reinforced
New design concepts
polymers
Miniaturizing
sensors
Small
electric
motors
Auxiliaries optimization
Electriefied Auxiliaries
Miniaturization HVAC
05/27/2013
E-Car
Author: HD/RN
Disclosure or duplication without consent is prohibited
Actuators
Control/monitoring
systems for traffic guidance
16
Comparison 2012 to 2013
…E-Cars are losing credit in 2013. Light Weight made it into the top 5 trends for the
first time…
Source: Prime Research „Global Automotive Trends 2013“
…“what will be the most important trends in the automotive industry in 2012 /
2013?“…
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
17
…Internet-based infotainment systems will be the most important connectivity topic
in 2013 – in addition to advanced driver assistace systems…
Source: Prime Research „Global Automotive Trends 2013“
…“what will be the most important connectivity trends in the automotive industry in
2013?“…
18
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
…„Brake assistance“, „pre-crash systems“, and „intelligent lights“ are the top safety
trends 2013. „Autonomous Driving“ is evaluated most specially…
Source: Prime Research „Global Automotive Trends 2013“
…“How important and desirable are the following „Advanced Driver Assistance“
features from you point of view?“…
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
19
Front Imaging Camera
- Lane Departure Warning
- Intelligent Headlamp Control
- Traffic Sign Recognition
- Forward Collision Warning
PedPro Sensing
Side Vision
Cameras
- Japan View Side-ranging
Aid
Side-Object Radar
- Object Detection
- Lane Keeping Assistance
- Collision Warning
- Sensing of Pedestrian
Impact
- T0-Trigger signal for crash
impact
Rear Vision
Cameras
77GHz Radar
- Video Backup Aid
- Parking Assistance
- Object Detection
- Adaptive Cruise Control
Short-Range Radar
- Object Detection
- Forward Collision Warning
- Parking Assistance
05/27/2013
Front Vision
Cameras
- Video Front-ranging Aid
- 180° Front- / Side view
- Visual Object detection
Author: HD/RN
In-Cabin Vision Camera
- Occupant Classification (VOCS)
- Driver Alertness Monitor
- Vehicle Security
Disclosure or duplication without consent is prohibited
Ultrasonic
Sensors
- Backup Aid
- Parking Assistance
- Object Detection
20
Enhanced
Night
Vision
Full Speed Adaptive
Cruise Control
Intelligent
Light Function
Stop & Go
Brake Assist
Parking Aid
Sensor Fusion
Intersection
Assist
Vision with Radar
Lane Departure Warning
Rain and Fog
Sensor
05/27/2013
Car 2 Car Comm.
Author: HD/RN
Traffic Sign
Recognition
Pre Protect
Disclosure or duplication without consent is prohibited
Pedestrian
Recognition
21
…Audio streaming from personal devices like smartphones or iPods/MP3 players is
clearly preferred over radio options like „Webradio“ or „Sattelite Radio“…
Source: Prime Research „Global Automotive Trends 2013“
…“How important and desirable are the following in-car infotainment features from
you point of view?“…
22
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
…While reserved attitudes towards „Gesture Recognition“ may have been predicted, it is probably
surprisin that some automotive journalists still have doubts surrounding „Voice Control“…
Source: Prime Research „Global Automotive Trends 2013“
…“How important and desirable are the following human / machine features from
you point of view?“…
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
23
…Despite a near draw, push and turn buttons are generally preferred, either due to
safety reasons or due to lack of refinement provided by most touch screen displays…
Source: Prime Research „Global Automotive Trends 2013“
…“Do you prefer a touch-screen display or a push-and-turn button?“…
05/27/2013
Author: HD/RN
Disclosure or duplication without consent is prohibited
24
Apple OS
Standard
Komponenten
FOKUS
Unterscheidungsmerkmale
05/27/2013
■ Design
■ Größe
■ Geschwindigkeit
■ Benutzerfreundlichkeit
■ Handling
Author: HD/RN
Disclosure or duplication without consent is prohibited
■ Kaum Vorhanden
Source: Cisco Systems
Patentiertes
Al-Gehäuse
25
Gemeinschaft
Peugeot
Diesel Motor
FOKUS
Unterscheidungsmerkmale
05/27/2013
■ Design
■ Handling
■ Lifestyle
Author: HD/RN
Disclosure or duplication without consent is prohibited
■ Kaum Vorhanden
Source: Cisco Systems
Individuelles
Dachdesign
26

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