BorgWarner Company Overview
BorgWarner at a glance 2017 Sales 29,000 employees 67 18 $9.8 Billion consolidated Locations Countries Financial and Employee information as of February 8, 2018 Location information as of April 26, 2018 BorgWarner Inc. 2
Strategic Global Operations 23 locations in the Americas 19 locations in Europe 25 locations in Asia BorgWarner partners with customers around the world to bring the right technology to market at the right value. Locations as of April 26, 2018 BorgWarner Inc. 3
Our Vision: Text in overlaying boxes, black, between 14pt and 18pt A clean, energy-efficient world BorgWarner Inc. 4
Our Mission: Text in overlaying boxes, black, between 14pt and 18pt Propulsion System Leader for Combustion, Hybrid and Electric Vehicles BorgWarner Inc. 5
Combustion Vehicle Technology* * Includes engines, transmissions and all-wheel drive systems with no electrification, includes stop/start. Delivering clean, fast-tomarket technology solutions to increase efficiency and performance of modern combustion vehicles. AWD + Cross Axle Systems Boosting Technologies Engine timing Systems Exhaust Gas Management Ignition Technologies Starters & Alternators Thermal Management Transmission Technologies Variable Valvetrain Systems BorgWarner Inc. 6
Hybrid Vehicle Technology* * Includes mild, full and plug-in hybrid Mild, full and plug-in. With a comprehensive product portfolio, we offer vehicle manufacturers around the globe advanced solutions for all hybrid architectures. P0 Hybrid Architecture P1 Hybrid Architecture P2 Hybrid Architecture P3 Hybrid Architecture P4 Hybrid Architecture PS Hybrid Architecture Power Electronics Thermal Management Electric Boosting Technologies BorgWarner Inc. 7
Electric Vehicle Technology* * Includes battery electric vehicles, range extenders and fuel cells. Our growing product portfolio covers virtually all electric propulsion areas including electric motors, power transmission, power electronics, and thermal management. EV Transmission Electric Drive Motor Electric Drive Module Power Electronics Thermal Management BorgWarner Inc. 8
Commercial Vehicle Technology Low fuel consumption and a long service life are priorities for commercial vehicles. We offer highly efficient combustion, hybrid and electric technologies for a wide range of commercial vehicles. Boosting Technologies Engine Timing Systems Exhaust Gas Management Starters & Alternators Thermal Management Heavy Duty Transfer Case Transmission Components Power Electronics Electric Drive Module BorgWarner Inc. 9
Excellent Balance Across Propulsion Systems Average Content Per Vehicle $200 $240 $285 Estimated 2020 Values for Light Vehicle C O M B U S T I O N H Y B R I D E L E C T R I C Participation Rate 50% 36% 26% Note: Excludes Sevcon BorgWarner Inc. 10
Providing Value Across Markets 2017 Actual Sales Light Vehicles 82% Medium & Heavy Duty 10% Agricultural, Off-Highway & Other 4% Aftermarket 4% Based on 2017 Sales excluding Sevcon BorgWarner Inc. 11
Trusted Partner of Global Customers Europe 38% China 16% Asia ex. China 12% Americas 34% Based on 2017 Sales excluding Sevcon Europe 38% VW/Audi Daimler Renault Ford BMW PSA FCA JLR CV Other Hyundai/Kia Other Asia ex. China 11% 5% 3% 2% 2% 2% 2% 2% 3% 6% Asia ex. China 12% 7% 5% China 16% VW/Audi Great Wall Ford SAIC GM SGMW Other China Ford FCA GM Asian OEMs Commercial Vehicles Other 2% 2% 1% 1% 1% 1% 8% Americas 34% 9% 7% 5% 3% 4% 6% BorgWarner Inc. 12
Thank you! BorgWarner Inc. 13
CEO Organizational Chart James Verrier President & Chief Executive Officer Frédéric Lissalde Chief Operating Officer Susan Bass Senior Executive Assistant Ronald Hundzinski Executive Vice President and Chief Financial Officer Tonit Calaway Executive Vice President and Chief Human Resources Officer Emissions & Thermal Systems Joseph (Joe) Fadool Vice President of BorgWarner, Inc. and President & GM PowerDrive Systems Dr. Stefan Demmerle Vice President of BorgWarner, Inc. and President & GM Turbo Systems Robin Kendrick Vice President of BorgWarner, Inc. and President & GM Morse Systems Joel Wiegert Vice President of BorgWarner, Inc. and President & GM Transmission Systems Dr. Martin Fischer Vice President of BorgWarner, Inc. and President & GM Scott Gallett Vice President, Marketing, Public Relations, Communications and Government Affairs Brady Ericson Executive Vice President and Chief Strategy Officer Tom Tan Vice President, BorgWarner Inc. and President BorgWarner China BorgWarner Inc. 14
Our Beliefs: Respect for Each Other Power of Collaboration Passion for Excellence Personal Integrity Responsibility to Our Communities BorgWarner Inc. 15
Product Leadership Recognition BorgWarner is one of the most decorated companies in the history of the PACE Awards 2018 2014 2013 2012 2005-2009 S-Wind Wire forming process for electric motors and alternators 2015 Front-Wheel Drive Electronic Limited Slip Differential (FXD) Technology Eco-Launch Stop/Start Accumulator Solenoid Valve INNOVATION PARTNERSHIP AWARD Eco-Launch Stop/Start Accumulator Solenoid Valve The Automotive News PACE Awards honors Superior innovation, technological advancement and business performance among automotive suppliers. This prestigious award is recognized around the world as the industry benchmark for innovation. New Regulated 3-Turbocharger System (R3S) INNOVATION PARTNERSHIP AWARD Regulated 3-Turbocharger System (R3S) with BMW Advanced Compact Brushless Actuator (Finalist) Visctronic High Speed Reservoir System (Finalist) Turbocharger for Internal Combustion Engines with Low Pressure EGR Advanced Exhaust Gas Recirculation (EGR) Cooler (Finalist) Centrifugal Electro- Hydraulic (CEH) Actuator for Torque Management Applications (Finalist) 5 Innovation Awards 1 Innovation Partnership Award 1 Environmental Award 2 Innovative Collaboration Awards BorgWarner Inc. 16