BorgWarner Company Overview
Our Vision, Mission and Beliefs Vision A Clean, Energy-Efficient World Mission Deliver Innovative Powertrain Solutions that Improve Fuel Economy, Emissions & Performance Our Beliefs Respect for Each Other Power of Collaboration Passion for Excellence Personal Integrity Responsibility to Our Communities 2
BorgWarner at a Glance 2014 Sales: $8.3 Billion ($9B unconsolidated) Employees: 22,000 Operations: Products: Market Drivers: 58 Locations 19 Countries Engine, Transmission and Driveline systems Fuel Economy, Emissions, Performance Financial and Employee information as of December 31, 2014. Locations as of February 12, 2015 3
Road to Innovation 1880s 1900 Forerunner of Morse Chain formed Manual transmissions, differentials and automotive clutches developed, first BERU glow plugs 1940 First transfer cases produced 1950 1990s 2000 2003 Automatic transmission and turbocharger production starts Engine timing systems, active all-wheel drive systems introduced Variable Turbine Geometry (VTG) turbochargers DualTronic clutch and control module transmission technology 2005 2006 2008 2009 2010 2011 2012 2013 2014 2004 Regulated Two-Stage (R2S ) turbochargers 2015 Acquired BERU AG diesel cold start, gasoline ignition and electronics technology Cool Logic fan drive, ITM3e all-wheel drive coupling Cam phasers with Cam Torque Actuated (CTA) technology and pressure sensor glow plugs, egeardrive Electric Drive Transmissions Acquired advanced ignition technology (EcoFlash ) from Etatech Inc. Acquired Dytech ENSA EGR cooler, tube and integrated EGR module technology, Variable Camshaft Timing with Mid-Position Lock Acquired Traction Systems division of Haldex Group for AWD products, Official turbocharger supplier for the IndyCar Series Turbocharger for internal combustion engines with low pressure EGR Regulated 3 turbocharger system (R3S), compact brushless actuator, Visctronic high speed reservoir system ECO-Launch stop/start accumulator solenoid valve, acquired Wahler EGR Valve, Tube and Thermostat technology Timing chains for GTDI engines, Gasoline EGR module, FWD electronic limited-slip differential (FXD) 4
The BorgWarner Strategic Difference Product Leadership Customer and Geographic Diversity Financial Strength and Discipline 5
A Portfolio of Leading Powertrain Solutions Engine 68%/SALES Drivetrain 32%/SALES Turbo Systems Regulated 2-stage (R2S ) Variable Turbine Geometry (VTG) Wastegate ebooster Thermal Systems Thermal Management Components and Systems Fans/Fan Drives Visctronic Systems Morse TEC Engine Valve Timing Systems Timing Chain HY-VO Transmission Chain Transmission/Transfer Case Chain Variable Cam Timing Cam Torque Actuated Oil Pressure Actuated Torsional Assist Emissions Systems Actuators Coolant Control Valves Diesel Cold Start Glow Plugs Instant Start System Pressure Sensor Glow Plugs Exhaust Gas Recirculation (EGR) Coolers & tubes Integrated Modules Valves Gasoline Ignition Technology PTC Cabin Heaters Secondary Air Systems Sensor Technology Thermostats Transmission Systems DualTronic Systems for Dual Clutch Transmissions ECO-LaunchTM Stop/Start Accumulator Solenoid Valves Solenoids & solenoid blocks Friction and Steel Plates One-way Clutches and Modules Thermal Systems Turbo Systems Morse TEC Emissions Systems TorqTransfer Systems AWD Couplings AWD Electronic Controls and Systems Integration eawd Torque Vectoring egeardrive Electric Drive Transmissions Transfer Cases Transmission Systems TorqTransfer Systems 6
Strategic Global Operations 58 Locations in 19 Countries Engine Drivetrain Americas 18 Locations Europe 19 Locations Asia 21 Locations 7
Customer and Geographic Diversity 2015 Sales Outlook* Hyundai/Kia 6% VW/Audi 11% Daimler 6% Ford 4% Renault 3% BMW 3% Toyota 4% Nissan 1% Honda 1% China 13% Other 5% Fiat 2% PSA 1% GM 1% Commercial 2% Vehicles Ford 8% Chrysler 5% GM 3% Asian OEMs 2% Other 11% *NSK-Warner included ** NSK-Warner excluded Americas ~27%* Asia ~30%* Europe ~43%* 29%** 26%** 45%** Commercial 4% Vehicles Other 5% 8
Providing Value Across Markets 2014 Actual Sales Truck Bus Light Vehicle Efficient Gasoline Clean Diesel Medium & Heavy Duty 7% Agricultural, Off-Highway & Other 6% Aftermarket 4% Agricultural Construction Marine Stop-Start Light Vehicles 83% Gensets Hybrid Locomotive Electric Motorcycle and Powersports 9
Growth in Asia Leading to Geographic Balance 2015E 2019E 45% 26% ~40% ~30% 29% ~30% Americas Asia Europe 10
한국내사업장소재지및주요제품 Drivetrain 그룹 Engine 그룹 회사명 한국보그워너 TS 한국보그워너 PDS 한국보그워너 Morse-Tec 서한워너 Turbo Systems 베루코리아 생산 제품 자동변속기핵심부품 마찰판, OWC Transfer Case Couplings Starter Altonator Engine Timing Systems Chain 등 Turbo Charger VGT VST E-Booster Ignition Coil ( 고압발생장치 ) Wind Shield Washer Solenoid parts 소재지 충북음성 - 대소 충북오창경남창녕 경기평택 경기평택 충북충주
보그워너 PDS 오창현황 소재지 충북오창 ( 외국인투자단지내 ) 공장준공 2005 년 종업원수 90 명 매출액 900 억원 (2016 예상 ) 12
주요제품및고객 주요제품 주요고객 Transfer Case, Couplings for 4WD vehicles 13
연혁및주요수상현황 2007 TS16949 and ISO14001 2008 Hyundai Mobis - Supplier of the year 2008 2010 Ford Q1 2011 Safety Excellence Award 2013 SYMC Best Quality Award 2013 GM Certificate of Excellence (Platinum) 2014 Ford World Excellence Award (Silver) 14
Thank You Fuel Economy Emissions Performance 15