Dr. Wilhelm Binder Day

Size: px
Start display at page:

Download "Dr. Wilhelm Binder Day"

Transcription

1 Dr. Wilhelm Binder Day Presentation Amsterdam, Monday 4 October 2010 Villingen, Thursday 7 October 2010

2 2 Today's presentation covers the automotive market outlook, trends for the industry, and innovation themes for the future Contents 1 MARKET OUTLOOK 2 EXTERNAL TRENDS 3 INNOVATION THEMES

3 1 MARKET OUTLOOK The financial crisis crippled the automotive industry, leaving companies that took decisive action in a strong position Effects of the financial crisis AUTO CRISIS FINANCIAL CRISIS -20 to -30% car sales -30 to -40% supplier revenues Debt spreads increased by >400% 1) Equity decreased by 65% 2) AUTOMOTIVE SUPPLIERS Reduction of car sales across all markets worldwide Reduction of OEM car and parts stock Once attractive "niches" (e.g. truck, construction vehicles, ) are even more under pressure (up to 80% volume reductions) Dramatic liquidity shortages Limited capability of banks to modify credit arrangements or to inject new cash Credit insurers are reducing limits Limited availability of fresh equity 1) Calculated for BBB 5 year spreads to Bunds from Aug. 1, 2007 to Feb. 10, 2009; 2) Based on average change in market cap. of 262 auto suppliers from Aug. 1, 2007 to Feb. 10, 2009 Source: Roland Berger/Rothschild 3

4 1 MARKET OUTLOOK The coming years are challenging for the supplier industry, but also present opportunities for innovative players Short-/ mid-term challenges for auto suppliers VOLUME Strong volatility of demand Significantly changed revenue structure (regional shift, OEM shift, segment shift) Technology trends (esp. in Powertrain) with strong impact on specific product segments COST Raw material cost growing rapidly (e.g. aluminum: +40% in past 6 months) Personnel cost also expected to increase quickly AUTOMOTIVE SUPPLIERS PRICE Price pressure by OEMs has been moderate in 2009 but significant increase already visible Competitive pressure further intensified (almost all players survived and are now fighting for volumes) CASH Limited availability of fresh equity Limited availability of prolonged/ extended debt Source: Roland Berger 4

5 1 MARKET OUTLOOK We expect the global automotive component market to grow from ~EUR 500 bn to ~EUR 660 bn in 2020 Development of automotive components market, [EUR bn] CAGR Infotainment Interior Exterior Chassis Powertrain % 2.6% 3.8% 3.9% 3.5% 5.2% KENDRION FOCUS Source: Roland Berger market model 5

6 1 MARKET OUTLOOK Triad and premium vehicle production will recover mid-term, but stagnate afterwards BRIC and entry/low cost growing Vehicle production volume development by region and vehicle segment [m units] Production by region, 2008/2015/2020 Production by vehicle segment, 2008/2015/2020 CAGR CAGR % % RoW BRIC Japan NAFTA % % % % % 6.4% 0.1% 2.3% Low cost Entry Volume % % % Europe % % Premium % Source: Roland Berger 6

7 2 EXTERNAL TRENDS All "winner" components have in common, that they strongly contribute to one or several of the industry's mega-trends Automotive mega trends EMISSION REDUCTION SAFETY COMFORT/ CONVENIENCE + Oil scarcity and dependency as well as global warming as initiators Efforts to increase fuel efficien-cy (e.g. via powertrain technology and weight reduction) enforced by government regu-lations (penalties or incentives) and growing environmental awareness Increasing importance as buying criterion Increasing traffic density and number of road fatalities as initiators Already introduced safety regulations showing effect further regulations upcoming (also with regards to pedestrian safety) Important buying criterion Growing wealth/ age and increasing time spent in vehicle as initiators Expectations for "living room atmosphere" and "always-on" attitude require new approaches towards comfort and connectivity solutions One of the key buying criteria AFFORDABILITY Rising demand for mobility in emerging markets Demand for budget mobility solutions/smaller cars also in developed markets (EU/NAFTA) due to decreasing purchasing power Losing importance of vehicle as a status symbol; but still high expectation on vehicle standards Source: Roland Berger 7

8 2 EXTERNAL TRENDS The EU is leading the world in setting ambitious emission targets to comply with IEA "Scenario 450" CO 2 fleet emission targets (g/km) 1) -41% -27% ? 95 Actual Target Target ) 2020 EU -16% Actual Target Target Actual Target US Japan 4) 1) No cycle conversion considered; gasoline assumed for non-eu countries; 2) For 65% of the fleet from 2012 on, gradually increased up to 100% of the fleet until 2015 ; 3) New national fuel-economy program proposed by Barack Obama ; 4) New passenger car sales; km/l based on JC08 test cycle; 5) Target based on draft official automotive fuel-economy standards to improve fuel economy by an additional 18% by % Actual Target ) China Source: EU Commission, Parliament and Council; EPA, DOT and NHTSA; JAMA; ICCT; press; Roland Berger COMMENTS Only the EU has announced a longterm CO 2 emission target for 2020 Obama's more aggressive approach essentially pulls the 2020 NHTSA target forward to 2016 China has an ambitious CO 2 emission target until 2015 few vehicles in stock 8

9 Source: J.D. Power, Expert interview, Roland Berger 9 2 EXTERNAL TRENDS Substantial effort is required in ICE power-train optimization to meet strict European CO 2 emission limits European CO 2 fleet emissions 2008 and forecast for 2020 SEGMENT Large SUV Compact SUV Premium Large Mid-size Small (A/B) CO 2 fleet emission targets CO 2 fleet emission 2020 (estimate) CO 2 fleet emission ) Expected ICE 95 g/km 130 g/km 155 g/km optimization by ) 110 g/km CO 2 EMISSIONS [g/km] Shows the market size for a specific vehicle segment Actual CO 2 emission CO 2 emission targets 1) For 65% of the fleet from 2012 on, gradually increased up to 100% of the fleet until 2015 ; 2) Not considering EV/PHEV

10 10 3 INNOVATION THEMES The most innovative supplier companies are already taking a future perspective in new product categories Innovation themes VEHICLE EFFICIENCY Improving ICE-based vehicle design and construction to reduce fuel consumption Fuel saving powertrains Fuel saving body & chassis VEHICLE GUIDANCE Developing in-vehicle technology to improve safety, traffic flows and comfort Advanced driver assistance systems Vehicle dynamics Human-machine interaction PLATFORM ELECTRIFICATION Building fundamental technologies to enable intelligent electronic applications Software Mechatronics Embedded systems ELECTRIC VEHICLES Solving challenges specifically related to electric vehicles Electric powertrains System design Peripheral systems Energy management COOPERATIVE MOBILITY Designing and testing a system that integrates automotive and infrastructure to improve traffic efficiency Communication/connectivity Traffic management

11 11 CONCLUSION Focused and targeted suppliers hold the best cards and are best positioned to benefit from the upturn Action need for supplier CEOs DEFINE TARGET PORTFOLIO 2015/20 Companies should have a dedicated and innovative product portfolio and clear strategy for future growth Scan of existing portfolio, winners/loser analysis Identification of innovation opportunities for growth (e.g. technologies, clients) STRATEGICALLY ALLOCATE RESOURCES R&D and CAPEX expenditure should be targeted at core business and the most promising innovations focus is key Multi-national businesses need to take a global perspective in their resource allocation RE-ADJUST DELIVERY STRUCTURE Companies need to continuously improve their delivery concept and adopt the most efficient operations structure Development of adopted delivery structure concept

epowertrain landscape Outlook 2020

epowertrain landscape Outlook 2020 1 epowertrain landscape Outlook 2020 CESA Congress 2012 Paris, December 04th, 2012 A. xev markets European Union/Germany, USA and China: Ambitious governmental targets will not be reached 2020: max. 600k

More information

The IAM in Pre-Selection of global automotive trends impacting the independent multi-brand aftermarket

The IAM in Pre-Selection of global automotive trends impacting the independent multi-brand aftermarket The IAM in 2030 Pre-Selection of global automotive trends impacting the independent multi-brand aftermarket 10th of June 2016 The automotive aftermarket is based on a highly complex value chain with a

More information

PwC Autofacts. The Transformation of the Automotive Value Chain.

PwC Autofacts. The Transformation of the Automotive Value Chain. www.pwc.de The Transformation of the Automotive Value Chain Research results on how the automotive transformation will impact value add October 18 DON T PANIC: The automotive transformation will bring

More information

Valeo reports 14% growth in consolidated sales for third quarter 2011

Valeo reports 14% growth in consolidated sales for third quarter 2011 24.11 Valeo reports 14 growth in consolidated sales for third quarter 2011 Third quarter 2011-14 growth in consolidated sales (12 on a like-for-like basis 1 ) to 2,662 million euros - 17 growth in original

More information

FISCAL YEAR MARCH 2018 FIRST HALF FINANCIAL RESULTS

FISCAL YEAR MARCH 2018 FIRST HALF FINANCIAL RESULTS FISCAL YEAR MARCH 2018 FIRST HALF FINANCIAL RESULTS PRESENTATION OUTLINE Highlights Fiscal Year March 2018 First Half Results Fiscal Year March 2018 Full Year Forecast Progress of Key Initiatives/ Business

More information

CAPITAL MARKETS DAY DR FRIEDRICH EICHINER MEMBER OF THE BOARD OF MANAGEMENT OF BMW AG, FINANCE.

CAPITAL MARKETS DAY DR FRIEDRICH EICHINER MEMBER OF THE BOARD OF MANAGEMENT OF BMW AG, FINANCE. March 26, 2015 CAPITAL MARKETS DAY DR FRIEDRICH EICHINER MEMBER OF THE BOARD OF MANAGEMENT OF BMW AG, FINANCE. AGENDA. 1 Financial Status of 2014 2 Chances and Challenges in 2015 3 Towards a strong future

More information

GEAR 2030 Working Group 1 Project Team 2 'Zero emission vehicles' DRAFT RECOMMENDATIONS

GEAR 2030 Working Group 1 Project Team 2 'Zero emission vehicles' DRAFT RECOMMENDATIONS GEAR 2030 Working Group 1 Project Team 2 'Zero emission vehicles' DRAFT RECOMMENDATIONS Introduction The EU Member States have committed to reducing greenhouse gas emissions by 80-95% by 2050 with an intermediate

More information

Orlando, Florida March 25 th, 2013 Automation and Power World 2013 Investor Event

Orlando, Florida March 25 th, 2013 Automation and Power World 2013 Investor Event Orlando, Florida March 25 th, 2013 Automation and Power World 2013 Investor Event Safe-harbor statement This presentation includes forward-looking information and statements including statements concerning

More information

Gabelli Automotive Symposium October 30, Adriane Brown President and CEO Honeywell Transportation Systems

Gabelli Automotive Symposium October 30, Adriane Brown President and CEO Honeywell Transportation Systems Gabelli Automotive Symposium October 30, 2007 Adriane Brown President and CEO Honeywell Transportation Systems Forward Looking Statements This report contains forward-looking statements within the meaning

More information

Investor Presentation. March 2017

Investor Presentation. March 2017 Investor Presentation March 2017 Disclaimer During this presentation management may discuss certain forwardlooking statements concerning Nemak s future performance that should be considered as good faith

More information

Manz Automation AG. Conference Call, Full Year Results 2009 March 30, 2010, Reutlingen Dieter Manz/CEO, Martin Hipp/CFO

Manz Automation AG. Conference Call, Full Year Results 2009 March 30, 2010, Reutlingen Dieter Manz/CEO, Martin Hipp/CFO Manz Automation AG Conference Call, Full Year Results 2009 March 30, 2010, Reutlingen Dieter Manz/CEO, Martin Hipp/CFO Manz Automation is a high-tech equipment supplier for high growth industries is an

More information

Statement Dr. Norbert Reithofer Chairman of the Board of Management of BMW AG Conference Call Interim Report to 30 June August 2014, 10:00 a.m.

Statement Dr. Norbert Reithofer Chairman of the Board of Management of BMW AG Conference Call Interim Report to 30 June August 2014, 10:00 a.m. - Check against delivery - Statement Dr. Norbert Reithofer Chairman of the Board of Management of BMW AG Conference Call Interim Report to 30 June 2014, 10:00 a.m. Ladies and Gentlemen! Since July, Europe

More information

Siemens Pioneer in Electric Mobility

Siemens Pioneer in Electric Mobility Siemens Pioneer in Electric Mobility Prof. Dr. Siegfried Russwurm Member of the Managing Board of Siemens AG CEO Siemens Press Conference Munich, August 31, 2011 Siemens Siemens AG, 2011. AG, 2011. All

More information

M.M. Warburg Fieldtrip. September 14th, Anton Poll. Head of Financial Communication/ Analysis, AUDI AG

M.M. Warburg Fieldtrip. September 14th, Anton Poll. Head of Financial Communication/ Analysis, AUDI AG M.M. Warburg Fieldtrip September 14th, 2017 Anton Poll Head of Financial Communication/ Analysis, AUDI AG Markets Financials Outlook The Audi brand comes from a unique growth story in units during the

More information

THREE MONTHS REPORT, JAN MARCH 2016

THREE MONTHS REPORT, JAN MARCH 2016 THREE MONTHS REPORT, JAN MARCH 2016 TELEPHONE CONFERENCE 26 APRIL, 2016, AT 14:30 CET TOMMY ANDERSSON, PRESIDENT AND CEO HELENA WENNERSTRÖM, EVP AND CFO TO PARTICIPATE, PLEASE CALL 5 MINUTES BEFORE THE

More information

Press release (blocking period: , 6:00) Industry Study. E-Mobility 2019: An International Comparison of Important Automotive Markets.

Press release (blocking period: , 6:00) Industry Study. E-Mobility 2019: An International Comparison of Important Automotive Markets. Press release (blocking period: 17.1.2019, 6:00) Industry Study E-Mobility 2019: An International Comparison of Important Automotive Markets. Consolidated sales trends for full-year 2018 and forecast for

More information

Cooperative Research Centre for Advanced Automotive Technology

Cooperative Research Centre for Advanced Automotive Technology Cooperative Research Centre for Advanced Automotive Technology Sustainable Vehicle Technologies - Outcomes from Automotive Australia 2020 Technology Roadmap Barry Comben 5 October 2010 What is Technology

More information

Selected insights into road transport trends Ian Kershaw Managing Director, Ricardo Strategic Consulting

Selected insights into road transport trends Ian Kershaw Managing Director, Ricardo Strategic Consulting Ricardo plc 2017 Selected insights into road transport trends Ian Kershaw Managing Director, Ricardo Strategic Consulting Seventh IEA IEF OPEC Symposium on Energy Outlooks IEF Secretariat, Riyadh, Saudi

More information

Strategic Analysis of Hybrid and Electric Commercial Vehicle Market in North and South America

Strategic Analysis of Hybrid and Electric Commercial Vehicle Market in North and South America MEDICAL DEVICES PHARMACEUTICALS CHEMICALS FOOD & BEVERAGE ELECTRONICS Strategic Analysis of Hybrid and Electric Commercial Vehicle Market in North and South America VPG Publications, Consulting, Clients

More information

HEV, EV, Diesel Technology ; Indian trends and Role of Government for supporting

HEV, EV, Diesel Technology ; Indian trends and Role of Government for supporting HEV, EV, Diesel Technology ; Indian trends and Role of Government for supporting Presented: 6 th JAMA SIAM meeting 30 th. November 2011 Tokyo 30th November 2011 Tokyo Encouraging Electric Mobility and

More information

Proposed acquisition of Areva Distribution. December 2, 2009

Proposed acquisition of Areva Distribution. December 2, 2009 Proposed acquisition of Areva Distribution December 2, 2009 Disclaimer All forward-looking statements are Schneider Electric management s present expectations of future events and are subject to a number

More information

LINAMAR Success in a Rapidly Changing Automotive Industry

LINAMAR Success in a Rapidly Changing Automotive Industry LINAMAR Success in a Rapidly Changing Automotive Industry Linda Hasenfratz Chief Executive Officer January 2019 Linamar Diversified Global Manufacturing Diversified Manufactured Products that Power Vehicles,

More information

The Global Automotive Industry Challenges and Opportunities

The Global Automotive Industry Challenges and Opportunities The Global Automotive Industry Challenges and Opportunities 21st International Recycled Aluminium Conference Dubai - UAE 5 th November, 2013 Ahmed M.Sorour Chief Executive Officer Qatar Automotive Gateway

More information

Corporate Communications. Media Information 2 August Check against delivery - Ladies and Gentlemen,

Corporate Communications. Media Information 2 August Check against delivery - Ladies and Gentlemen, Media Information - Check against delivery - Statement Dr. Nicolas Peter Member of the Board of Management of BMW AG, Finance Conference Call Interim Report to 30 June 2018, 10:00 a.m. CEDT Ladies and

More information

thyssenkrupp Equity Story Components Technology May 2018

thyssenkrupp Equity Story Components Technology May 2018 thyssenkrupp Equity Story Components Technology May 2018 thyssenkrupp a diversified industrial group Sales 41.4 bn 1 ; EBIT adj. 1.7 bn 1 Continuing operations Components Technology (CT) 7.6 bn 377 mn

More information

Lucintel. Publisher Sample

Lucintel.  Publisher Sample Lucintel http://www.marketresearch.com/lucintel-v2747/ Publisher Sample Phone: 800.298.5699 (US) or +1.240.747.3093 or +1.240.747.3093 (Int'l) Hours: Monday - Thursday: 5:30am - 6:30pm EST Fridays: 5:30am

More information

Lucintel. Publisher Sample

Lucintel.  Publisher Sample Lucintel http://www.marketresearch.com/lucintel-v2747/ Publisher Sample Phone: 800.298.5699 (US) or +1.240.747.3093 or +1.240.747.3093 (Int'l) Hours: Monday - Thursday: 5:30am - 6:30pm EST Fridays: 5:30am

More information

FISCAL YEAR MARCH 2018 FIRST QUARTER FINANCIAL RESULTS

FISCAL YEAR MARCH 2018 FIRST QUARTER FINANCIAL RESULTS FISCAL YEAR MARCH 2018 FIRST QUARTER FINANCIAL RESULTS PRESENTATION OUTLINE Highlights Fiscal Year March 2018 First Quarter Results Fiscal Year March 2018 Full Year Forecast Structural Reform Stage 2 Progress

More information

Automotive Market: Where Do We Go From Here?

Automotive Market: Where Do We Go From Here? Automotive Market: Where Do We Go From Here? June, 3 rd 211 Federal Reserve Bank of Chicago Eighteenth Annual Automotive Outlook Symposium Jeff Schuster Executive Director, Forecasting and Analysis jeff.schuster@jdpa.com

More information

About LMC Automotive. LMC Automotive the company. Global Car & Truck Forecast. Automotive Production Forecasts

About LMC Automotive. LMC Automotive the company. Global Car & Truck Forecast. Automotive Production Forecasts About LMC Automotive LMC Automotive the company LMC Automotive is a market leader in the provision of automotive intelligence and forecasts to an extensive client base of car and truck makers, component

More information

FISCAL YEAR MARCH 2015 THIRD QUARTER FINANCIAL RESULTS. Updated Mazda CX-5 (Japanese specification model)

FISCAL YEAR MARCH 2015 THIRD QUARTER FINANCIAL RESULTS. Updated Mazda CX-5 (Japanese specification model) FISCAL YEAR MARCH 2015 THIRD QUARTER FINANCIAL RESULTS Updated Mazda CX-5 (Japanese specification model) Mazda Motor Corporation February 4, 2015 1 PRESENTATION OUTLINE Highlights Fiscal Year March 2015

More information

BMW Group Investor Relations.

BMW Group Investor Relations. Capital Markets Day China 2010 Beijing September 16, 2010 - Please check against delivery - Statement by Dr. Friedrich Eichiner Member of the Board of Management of BMW AG, Finance Capital Markets Day

More information

BASF s Performance Polymers Delivering sustainable value

BASF s Performance Polymers Delivering sustainable value BASF s Delivering sustainable value Wolfgang Hapke President Performance Polymers Division September 5, 2012 A strategic fit for BASF BASF Group sales 2011 Oil & Gas 16% Other 9% Chemicals 18% Agricultural

More information

R&D: FUTURE-PROOFING THE BMW GROUP. DR. HERBERT DIESS MEMBER OF THE BOARD OF MANAGEMENT OF BMW AG, DEVELOPMENT

R&D: FUTURE-PROOFING THE BMW GROUP. DR. HERBERT DIESS MEMBER OF THE BOARD OF MANAGEMENT OF BMW AG, DEVELOPMENT March 20, 2013 R&D: FUTURE-PROOFING THE BMW GROUP. DR. HERBERT DIESS MEMBER OF THE BOARD OF MANAGEMENT OF BMW AG, DEVELOPMENT OVERVIEW. 1 Challenges in the automotive industry 2 Our solutions Evolution

More information

UPM THE BIOFORE COMPANY

UPM THE BIOFORE COMPANY UPM THE BIOFORE COMPANY Nordea Forest Products & Paper Seminar 2013 President and CEO Jussi Pesonen Strategic direction of UPM s businesses Advancing in growth markets Label Paper in China, label papers

More information

Umicore and clean mobility

Umicore and clean mobility Umicore and clean mobility Denis Goffaux Chief Technology Officer E-mobil BW TECHNOLOGIETAG, Stuttgart 10 October 2012 Key megatrends for Umicore More stringent emission control Resource scarcity More

More information

ZF posts record sales in 2017; announces increased research and development activities

ZF posts record sales in 2017; announces increased research and development activities Page 1/5, March 22, 2018 ZF posts record sales in 2017; announces increased research and development activities ZF chief executive officer announces further expansion of research and development activities

More information

The AutomotiveINNOVATIONS Award 2013: Volkswagen continues to be the most innovative OEM Mercedes-Benz wins in the brand ranking

The AutomotiveINNOVATIONS Award 2013: Volkswagen continues to be the most innovative OEM Mercedes-Benz wins in the brand ranking Press release The AutomotiveINNOVATIONS Award 2013: Volkswagen continues to be the most innovative OEM Mercedes-Benz wins in the brand ranking AutomotiveINNOVATIONS Award 2013 from CAM and PwC: Volkswagen

More information

2.2 Deep-dive E-Mobility

2.2 Deep-dive E-Mobility Dr. Jochen Schröder President Business Division E-Mobility Capital Markets Day 2018 Berlin Disclaimer This presentation contains forward-looking statements. The words "anticipate", "assume", "believe",

More information

TRUCK MANUFACTURERS: BUSINESS MODEL RISKS FROM ALTERNATIVE DRIVETRAINS THE ROAD TOWARDS EMISSIONS REDUCTION. Joachim Deinlein and Romed Kelp

TRUCK MANUFACTURERS: BUSINESS MODEL RISKS FROM ALTERNATIVE DRIVETRAINS THE ROAD TOWARDS EMISSIONS REDUCTION. Joachim Deinlein and Romed Kelp TRUCK MANUFACTURERS: BUSINESS MODEL RISKS FROM ALTERNATIVE DRIVETRAINS THE ROAD TOWARDS EMISSIONS REDUCTION Joachim Deinlein and Romed Kelp European initiatives to reduce emissions are pushing truckmakers

More information

Electrification is taking combustion engines to new heights

Electrification is taking combustion engines to new heights Electrification is taking combustion engines to new heights Dr. Rolf Bulander Member of the board of management of Robert Bosch GmbH Chairman of the Mobility Solutions business sector 1 Megatrends are

More information

How a smarter grid enables smart mobility and how smart mobility enables smarter cities!

How a smarter grid enables smart mobility and how smart mobility enables smarter cities! How a smarter grid enables smart mobility and how smart mobility enables smarter cities! Tania Cosentino President, Schneider Electric Brazil Global Forum on Electric Mobility Rio, June 2012 Schneider

More information

Ford s Sustainability Strategy

Ford s Sustainability Strategy Ford s Sustainability Strategy John Viera Director Sustainability & Vehicle Environmental Matters Marketing New Powertrain Technologies: Strategies in Transition Oakland University February 15, 2012 Ford

More information

Annual Press Conference 2011 Results

Annual Press Conference 2011 Results Annual Press Conference 2011 Results Dr. Dieter Zetsche Chairman of the Board of Management Head of Mercedes-Benz Cars February 09, 2012 2 Last year s outlook Daimler results in 2011 Set all-time sales

More information

Bernstein Strategic Decisions Conference 2018

Bernstein Strategic Decisions Conference 2018 Bernstein Strategic Decisions Conference 2018 Forward-Looking Statements Certain statements in this presentation, other than statements of historical fact, including estimates, projections, statements

More information

Deutsche Bank AutoTech Day

Deutsche Bank AutoTech Day Deutsche Bank AutoTech Day Peter Schiefer Division President Automotive London, 22 June 2018 Infineon is well positioned in its addressed automotive product segments Automotive semiconductors 2017 total

More information

Corporate Communications. Media Information 7 November Check against delivery - Ladies and Gentlemen,

Corporate Communications. Media Information 7 November Check against delivery - Ladies and Gentlemen, Media Information - Check against delivery - Statement Dr. Nicolas Peter Member of the Board of Management of BMW AG, Finance Conference Call Interim Report to 30 September 2017, 10:00 a.m. CET Good morning

More information

Capital Markets Day Vienna November 26, 2015 Horst Binnig, CEO Automotive

Capital Markets Day Vienna November 26, 2015 Horst Binnig, CEO Automotive RHEINMETALL AG THE TECHNOLOGY GROUP FOR SECURITY AND MOBILITY Capital Markets Day Vienna November 26, 2015 Horst Binnig, CEO Automotive RHEINMETALL AG 2015 What we achieved since the CMD 2014 2016-2020,

More information

Global Luxury Car Market: Size, Trends & Forecasts ( ) April 2018

Global Luxury Car Market: Size, Trends & Forecasts ( ) April 2018 Global Luxury Car Market: Size, Trends & Forecasts (2018-2022) April 2018 Global Luxury Car Market: Coverage Executive Summary and Scope Introduction/Market Overview Global Market Analysis Regional Market

More information

Conférence d Automne - Cheuvreux. Paris, September 26 th, 2011

Conférence d Automne - Cheuvreux. Paris, September 26 th, 2011 Conférence d Automne - Cheuvreux Paris, September 26 th, 2011 This presentation may contain forward-looking statements. Such forward-looking statements do not constitute forecasts regarding the Company

More information

When to Expect Robust

When to Expect Robust EV vs ICE Vehicles: When to Expect Robust Competition? VYGON Consulting - March 2016 Authors Grigory VYGON Managing Director, Ph.D. Econ info@vygon.consulting Maria BELOVA Senior Analyst, Ph.D. Econ M.Belova@vygon.consulting

More information

1 INTRODUCTION OBJECTIVES OF THE STUDY MARKET DEFINITION MARKET SCOPE... 13

1 INTRODUCTION OBJECTIVES OF THE STUDY MARKET DEFINITION MARKET SCOPE... 13 TABLE OF CONTENTS 1 INTRODUCTION... 12 1.1 OBJECTIVES OF THE STUDY... 12 1.2 MARKET DEFINITION... 12 1.3 MARKET SCOPE... 13 1.3.1 MARKETS COVERED... 13 1.3.2 YEARS CONSIDERED FOR THE STUDY... 13 1.4 CURRENCY...

More information

FISCAL YEAR MARCH 2015 FIRST HALF FINANCIAL RESULTS. New Mazda Demio

FISCAL YEAR MARCH 2015 FIRST HALF FINANCIAL RESULTS. New Mazda Demio FISCAL YEAR MARCH 2015 FIRST HALF FINANCIAL RESULTS New Mazda Demio Mazda Motor Corporation October 31, 2014 1 PRESENTATION OUTLINE Highlights Fiscal Year March 2015 First Half Results Fiscal Year March

More information

Energy efficiency policies and measures in transport in the EU 27, Norway and Croatia

Energy efficiency policies and measures in transport in the EU 27, Norway and Croatia ODYSSEE MURE Final Meeting Paris, May 18-19 2009 Energy efficiency policies and measures in transport in the EU 27, Norway and Croatia B Lapillonne Karine Pollier Enerdata Content Overview of measures:

More information

CONFERENCE CALL RESULTS Q1 2017

CONFERENCE CALL RESULTS Q1 2017 CONFERENCE CALL RESULTS Q1 2017 May 5, 2017 Marc Bunz (CFO) Nicolas-Fabian Schweizer (CTO) AGENDA Market & Strategy Update Financials 2016 Financials Q1 2017 Outlook SCHWEIZER Share Schweizer Electronic

More information

Potential areas of industrial interest relevant for cross-cutting KETs in the Transport and Mobility domain

Potential areas of industrial interest relevant for cross-cutting KETs in the Transport and Mobility domain This fiche is part of the wider roadmap for cross-cutting KETs activities Potential areas of industrial interest relevant for cross-cutting KETs in the Transport and Mobility domain Cross-cutting KETs

More information

Statement Dr. Norbert Reithofer Chairman of the Board of Management of BMW AG Conference Call Interim Report to 30 June August 2013, 10:00 a.m.

Statement Dr. Norbert Reithofer Chairman of the Board of Management of BMW AG Conference Call Interim Report to 30 June August 2013, 10:00 a.m. - Check against delivery - Statement Dr. Norbert Reithofer Chairman of the Board of Management of BMW AG Conference Call Interim Report to 30 June 2013, 10:00 a.m. Good morning, Ladies and Gentlemen, Today

More information

Zurich, February 16, 2012, Ulrich Spiesshofer Discrete Automation and Motion Driving profitable growth. ABB Group February 16, 2012 Slide 1

Zurich, February 16, 2012, Ulrich Spiesshofer Discrete Automation and Motion Driving profitable growth. ABB Group February 16, 2012 Slide 1 Zurich, February 16, 2012, Ulrich Spiesshofer Discrete Automation and Motion Driving profitable growth February 16, 2012 Slide 1 2011 a year of profitable growth Highlights Discrete automation Build sizeable

More information

ANNUAL GENERAL MEETING Jussi Pesonen President and CEO

ANNUAL GENERAL MEETING Jussi Pesonen President and CEO ANNUAL GENERAL MEETING 216 Jussi Pesonen President and CEO UPM in transformation Business portfolio, sales 23: integrated paper company 28: towards marketdriven businesses 215: six separate businesses

More information

Respecting the Rules Better Road Safety Enforcement in the European Union. ACEA s Response

Respecting the Rules Better Road Safety Enforcement in the European Union. ACEA s Response Respecting the Rules Better Road Safety Enforcement in the European Union Commission s Consultation Paper of 6 November 2006 1 ACEA s Response December 2006 1. Introduction ACEA (European Automobile Manufacturers

More information

More information at

More information at Report Information More information at https://www.htfmarketreport.com/reports/1356357 Global and Chinese Automotive Twin Turbochargers Industry, 2018 Market Research Report Report Code: HTF1356357 Pages:

More information

The Renewable Energy Market Investment Opportunities In Lithium. Prepared by: MAC Energy Research

The Renewable Energy Market Investment Opportunities In Lithium. Prepared by: MAC Energy Research The Renewable Energy Market Investment Opportunities In Lithium Prepared by: MAC Energy Research 2016 Table of Contents: Introduction. Page 2 What is Lithium?... Page 2 Global Lithium Demand Page 3 Energy

More information

Electromobility. Regulations, Vehicles, and Markets. Mainz, 30 January 2 February 2017

Electromobility. Regulations, Vehicles, and Markets. Mainz, 30 January 2 February 2017 Electromobility Regulations, Vehicles, and Markets Mainz, 30 January 2 February 2017 Roland Berger 2 Contents Page A. Current xev market and forecast: 3 Sales of BEVs and PHEVs reached almost 700,000 units

More information

BERNSTEIN STRATEGIC DECISIONS CONFERENCE 2018

BERNSTEIN STRATEGIC DECISIONS CONFERENCE 2018 ABB LTD, NEW YORK CITY, USA, 31 MAY 2018 Positioned for profitable growth BERNSTEIN STRATEGIC DECISIONS CONFERENCE 2018 Ulrich Spiesshofer, CEO Important notice This presentation includes forward-looking

More information

RE: Comments on Proposed Mitigation Plan for the Volkswagen Environmental Mitigation Trust

RE: Comments on Proposed Mitigation Plan for the Volkswagen Environmental Mitigation Trust May 24, 2018 Oklahoma Department of Environmental Quality Air Quality Division P.O. Box 1677 Oklahoma City, OK 73101-1677 RE: Comments on Proposed Mitigation Plan for the Volkswagen Environmental Mitigation

More information

Meeting the Challenge EU CO2 Outlook

Meeting the Challenge EU CO2 Outlook Meeting the Challenge EU CO2 Outlook Tom De Vleesschauwer Associate Director Automotive Consulting Contents European Awareness Meeting the CO2 Challenge Draft Regulation The Industry Challenge Forecast

More information

Michigan Public Service Commission Electric Vehicle Pilot Discussion

Michigan Public Service Commission Electric Vehicle Pilot Discussion Michigan Public Service Commission Electric Vehicle Pilot Discussion Brett Smith Assistant Director, Manufacturing & Engineering Technology Valerie Sathe Brugeman Senior Project Manager, Transportation

More information

Earnings conference call

Earnings conference call Earnings conference call Full year 2017 Åke Bengtsson, President & CEO Andreas Ekberg, Acting CFO February 14, 2018 1 Agenda Business Summary Market Update Sales Financials Way forward 2 Business Summary

More information

Interactive presentation: Automotive sector outlook

Interactive presentation: Automotive sector outlook Interactive presentation: Automotive sector outlook Thomas Steinberger, PwC To take part, visit tiny.cc/dwgermany18 on your browser www.pwc.de Automotive Disruption Trends, Technology and Impacts September

More information

Cars and vans CO2 regulations: even ambitious EU standards deliver less than half transport emission reductions needed to meet 2030 climate targets

Cars and vans CO2 regulations: even ambitious EU standards deliver less than half transport emission reductions needed to meet 2030 climate targets Cars and vans CO2 regulations: even ambitious EU standards deliver less than half transport emission reductions needed to meet 2030 climate targets October 2017 Summary Road transport is one of the few

More information

Chris Pick. Ford Motor Company. Vehicle Electrification Technologies and Industry Approaches

Chris Pick. Ford Motor Company. Vehicle Electrification Technologies and Industry Approaches Chris Pick Manager, Global Electrification Business Strategy Ford Motor Company Vehicle Electrification Technologies and Industry Approaches Agenda Drivers for Electrification and Technology Background

More information

FUEL CELL MARKET GERMANY STATUS & OUTLOOK

FUEL CELL MARKET GERMANY STATUS & OUTLOOK FUEL CELL MARKET GERMANY STATUS & OUTLOOK Dr. Christoph Hartnig Berlin, September 20, 2017 Brennstoffzellen AGENDA 1 VDMA AG Fuel Cells 2 Heraeus Fuel Cells and Heraeus Group 3 VDMA Fuel Cells Survey 2

More information

Aftermarket Trends: What will Drive Future Aftermarket Repair Opportunities in North America?

Aftermarket Trends: What will Drive Future Aftermarket Repair Opportunities in North America? Aftermarket Trends: What will Drive Future Aftermarket Repair Opportunities in North America? Mark Seng Global Aftermarket Practice Leader July 29, 2014 - Vehicles - Powertrains - Technology & How the

More information

The Road to Electrification The Magna Powertrain Approach. Dr. Stephan Weng EVP GETRAG Global, Magna Powertrain

The Road to Electrification The Magna Powertrain Approach. Dr. Stephan Weng EVP GETRAG Global, Magna Powertrain The Road to Electrification The Magna Powertrain Approach Dr. Stephan Weng EVP GETRAG Global, Magna Powertrain Technology Drivers Legal Requirements End Consumer Expectations OEM Brand DNA OEM Global Product

More information

The way forward: The future of electric vehicles

The way forward: The future of electric vehicles The way forward: The future of electric vehicles Peter Kasten Workshop: Post-2020 CO 2 emission targets for new cars and vans: the right level of ambition? European Parliament, Brussels, 27 March 2018

More information

Potential Impact of a Green Tire Regulation

Potential Impact of a Green Tire Regulation Potential Impact of a Green Tire Regulation Dr. Joerg Strassburger Country Representative and Managing Director LANXESS India Private Limited Le Meridian, New Delhi, Feb 8 th 2012 Tackling the global climate

More information

UPM HALF YEAR FINANCIAL REPORT Jussi Pesonen President and CEO 25 July 2017

UPM HALF YEAR FINANCIAL REPORT Jussi Pesonen President and CEO 25 July 2017 UPM HALF YEAR FINANCIAL REPORT 217 Jussi Pesonen President and CEO 25 July 217 Q2 217 Good performance and favourable market demand continued Comparable EBIT increased by 2% to EUR 27m (264m) Temporarily

More information

Global Automotive Outlook

Global Automotive Outlook Global Automotive Outlook The Race for Sales, Electric Cars, Profitability and Innovation Marco Hauschel Nathan Carlesimo Maxime Lemerle Economic Research September 2017 Update After a healthy recovery

More information

Magneti Marelli. Eugenio Razelli. April 21, 2010 Fiat Investor Day 1

Magneti Marelli. Eugenio Razelli. April 21, 2010 Fiat Investor Day 1 Magneti Marelli Eugenio Razelli April 21, 2010 Fiat Investor Day 1 Net revenues ( bn) Trading profit ( mn) Performance over last plan period Trading margin 4.3% 4.3% 3.2% 0.6% 2006 2007 2008 2009 Net revenues

More information

Kepler Cheuvreux Field Trip. Ingolstadt, November 20, 2018

Kepler Cheuvreux Field Trip. Ingolstadt, November 20, 2018 AUDI AG I/XX Presentation title Date Kepler Cheuvreux Field Trip Ingolstadt, November 20, 2018 AUDI AG I/XX Presentation title Date Anton Poll Head of Financial Communication / Analysis 2018: model initiative

More information

EXANE BNP PARIBAS 13th European Seminar June 8, 2011

EXANE BNP PARIBAS 13th European Seminar June 8, 2011 EXANE BNP PARIBAS 13th European Seminar June 8, 2011 This presentation may contain forward-looking statements. Such forward-looking statements do not constitute forecasts regarding the Company s results

More information

Investor Meeting June 16 th 2017

Investor Meeting June 16 th 2017 Investor Meeting June 16 th 2017 Last month, deliveries increased worldwide MAY 2017 vs. 2016 Germany 50,800 +6.0 % Europe 99,800 +5.9 % International 35,700-9.1 % North America 50,600-1.9 % South America

More information

Market Dynamics in a Global Automotive Supplier Industry

Market Dynamics in a Global Automotive Supplier Industry Market Dynamics in a Global Automotive Supplier Industry Continental AG Davos, 18th. Jan. 2013 1 Continental AG Continental Corporation Overview 2011 Sales by division in % Since 1871 with headquarters

More information

European Bank for Reconstruction and Development

European Bank for Reconstruction and Development European Bank for Reconstruction and Development EBRD Strategy in Automotive Sector Russia Alexei Sheloukhin Principal Banker, Corporate Sector, Russia Head of Automotive 13 April 2011 Kaluga Automotive

More information

The Electrification Coalition

The Electrification Coalition The Electrification Coalition Revolutionizing Transportation and Achieving Energy Security The Problem Oil dependence weakens our national security, threatens our economy, and creates environmental challenges.

More information

SKF Capital Markets Day Automotive Market

SKF Capital Markets Day Automotive Market SKF Capital Markets Day Automotive Market Agenda SKF Automotive Market Market and SKF reality Strategy Application driven innovation Core application/product Core capabilities Create and capture customer

More information

Impacts of Weakening the Existing EPA Phase 2 GHG Standards. April 2018

Impacts of Weakening the Existing EPA Phase 2 GHG Standards. April 2018 Impacts of Weakening the Existing EPA Phase 2 GHG Standards April 2018 Overview Background on Joint EPA/NHTSA Phase 2 greenhouse gas (GHG)/fuel economy standards Impacts of weakening the existing Phase

More information

ALG July/August 2011 Edition Report

ALG July/August 2011 Edition Report ALG July/August 2011 Edition Report ALG July/August 2011 Edition Report Introduction: For the July/August 2011 edition, ALG has updated both gas price and used supply outlook to reflect the latest available

More information

FISCAL YEAR END MARCH 2013 FIRST HALF FINANCIAL RESULTS. New Mazda6 (Atenza)

FISCAL YEAR END MARCH 2013 FIRST HALF FINANCIAL RESULTS. New Mazda6 (Atenza) FISCAL YEAR END MARCH 2013 FIRST HALF FINANCIAL RESULTS New Mazda6 (Atenza) Mazda Motor Corporation October 31, 2012 1 PRESENTATION OUTLINE Highlights Fiscal Year March 2013 First Half Results Fiscal Year

More information

Deep-dive E-Mobility

Deep-dive E-Mobility Dr. Jochen Schröder President Business Division E-Mobility CES - 17th Annual J.P. Morgan Auto Tech Conference Las Vegas Automotive OEM at a glance Automotive OEM At a Glance Sales and EBIT margin 3) Sales

More information

Global Automotive Exhaust Gas Recirculation (EGR) Systems Market

Global Automotive Exhaust Gas Recirculation (EGR) Systems Market Global Automotive Exhaust Gas Recirculation (EGR) Systems Market 2015-2019 Global Automotive Exhaust Gas Recirculation (EGR) Systems Market 2015-2019 Sector Publishing Intelligence Limited (SPi) has been

More information

Citi's 2016 Car of the Future Symposium

Citi's 2016 Car of the Future Symposium Citi's 2016 Car of the Future Symposium May 19 th, 2016 Frank Melzer President Electronics Saving More Lives Our Guiding Principles ALV-AuthorInitials/MmmYYYY/Filename - 2 Real Life Safety The Road to

More information

2003 fourth quarter and full-year results

2003 fourth quarter and full-year results Dinesh Paliwal Member of Group Executive Committee, Head of Automation Technologies Division 2003 fourth quarter and full-year results Automation Technologies Copyright 2003 ABB. All rights reserved. -

More information

New Automotive Innovation and Growth Team (NAIGT)

New Automotive Innovation and Growth Team (NAIGT) New Automotive Innovation and Growth Team (NAIGT) LowCVP IWG 24 June 2009 NAIGT Aim To develop strategies for the future competitiveness of the automotive industry in the UK over the next 15 years We need

More information

AUDI SUSTAINABILITY PROGRAM

AUDI SUSTAINABILITY PROGRAM Audi Sustainability Report 2017 1 AUDI SUSTAINABILITY PROGRAM The Audi Sustainability Program combines strategic goals in the area of sustainability with concrete measures. It is divided into the four

More information

The Future of Electric Cars - The Automotive Industry Perspective

The Future of Electric Cars - The Automotive Industry Perspective The Future of Electric Cars - The Automotive Industry Perspective Informal Competitiveness Council San Sebastian, 9 February 2010 Dieter Zetsche President ACEA, CEO Daimler page 1 The Engine of Europe

More information

EU CO 2 emission policy : State of Play. European Commission, DG CLIMA. Climate Action

EU CO 2 emission policy : State of Play. European Commission, DG CLIMA. Climate Action EU CO 2 emission policy : State of Play European Commission, DG CLIMA Clean Mobility Package: an integrated approach 2016 Clean Energy Package RED II: lowemission fuels 2016 European Low-Emission Mobility

More information

RESEARCH FUNDING KEY TO AUTONOMOUS DRIVING

RESEARCH FUNDING KEY TO AUTONOMOUS DRIVING DRIVING FUTURE PLATFORM - MARCH 07 2018 RESEARCH FUNDING KEY TO AUTONOMOUS DRIVING DR. ECKARD STEIGER ROBERT BOSCH GMBH Automated Driving Key Element of Future Mobility Connected mobility Automated mobility

More information

CASTROL INDIA LIMITED. INVESTOR/ANALYST PRESENTATION 28 September 2018

CASTROL INDIA LIMITED. INVESTOR/ANALYST PRESENTATION 28 September 2018 CASTROL INDIA LIMITED INVESTOR/ANALYST PRESENTATION 28 September 2018 Castrol India: Delivering Innovative Solutions for a Country in Motion BP GROUP Countries of operation : 70 Number of employees : 74000

More information

POST 2020 VEHICLE CO 2 EMISSIONS POLICY

POST 2020 VEHICLE CO 2 EMISSIONS POLICY POST 2020 VEHICLE CO 2 EMISSIONS POLICY - Accounting for lifecycle emissions to avoid burden shifting 6 th September 2017 Dr Nicholas Avery, EUROFER n.avery@eurofer.be THE TAILPIPE APPROACH Fuel Production

More information