Schaeffler Automotive Trends / Technologies / Products

Schaeffler Automotive March 21, 2013Page 1

Schaeffler AutomotiveTrends / Technologies / Products

Prof. Dr. Peter GutzmerMember of the Executive Board – Chief Technology Officer

HerzogenaurachMarch 21, 2013


Schaeffler Automotive at a glance

Electric mobility – Today and tomorrow

Efficient mobility – Trends and solutions

Agenda


Key characteristics

Sales development 2003-2012 Sales by region1)

1) By location of customers, FY 2012

Asia/Pacific21%

Europe w/o Germany32%

Germany27%

South America6%

North America14%

2009 2010 2011 2012

Salesgrowth in %

4,743-13.3%

6,32533.3%

7,15713.2%

7,6637.1%

EBITin % of sales

2836.0%

99015.7%

1,07415.0%

99813.0%

EBITDAin % of sales

70714.9%

1,39122.0%

1,47020.5%

1,42918.6%

Key financials (in EUR mn)

1 Schaeffler Automotive at a glanceFinancial Overview – Successfully growing above market

EUR 7.7 billion sales in 2012EBIT margin 13%Market leading position across all business groupsEngineering and manufacturing excellence as main competitive advantages

2003 2004 20092008200720062005 2010 2011 2012

€2 bn

€4 bn

€6 bn

€8 bn+13%CAGR


1 Schaeffler Automotive at a glanceProduct Overview – Broad mix of components and systems

Engine

Chassis

Transmission


1 Schaeffler Automotive at a glanceHighly diversified customer base

Sales with TOP 10 customersOEM customers

Other customers~45% TOP 10

customers

~55% of Automotive sales

Tier 1 and 2 customers



Electric mobility – Today and tomorrow


Agenda


2 Efficient mobility – Trends and SolutionsTomorrow's mobility – Combustion engine remains dominant

CO2 legislation worldwidePowertrain concepts

Combustion engineincl. stop/start systems

Combustion engine Hybrids

Electric

2010 2015 2020

Light vehiclesin mn units

Source: IHS Automotive

20

100

40

60

80


2 Efficient mobility – Trends and solutionsSchaeffler Concept Cars – Local solutions for local requirements

Schaeffler Efficient Future Mobility India

Schaeffler Efficient Future Mobility North America

Schaeffler HybridSchaeffler CO2ncept-10%

Schaeffler ACTIVeDRIVE


2 Efficient mobility – Trends and solutionsKey technologies for the efficient powertrain

Engine

Transmission4 Automation

3 Vibration damping

1 Valve train

2 Energy management

Coated Valve Train ElementsVariable Valve Train

Thermal Management ModuleStop/Start Systems

Pendulum-type AbsorberCrankshaft Decoupler

Double Clutch TransmissionElectronic Clutch Management

ChassisPower on demand

5 Friction reductionFace Spline Wheel BearingSurface engineering solutions

Electrical Power SteeringElectromechanical Anti-Roll Stabilizer6


2 Efficient mobility – Trends and solutionsValve train1

Challenge Schaeffler solution Application

Friction reduction to improve efficiency

Increase wear resistance

Cost-effective solutionHydrogen-freediamond-like

carbon coated tappets

Nissan Quality Award 2012

CO2 reduction: ~ 2%Coating is key technology Nissan HR12DDR (3cyl. gas)


2 Efficient mobility – Trends and solutionsEnergy management2

Challenge Schaeffler innovation Application

Fuel economy improvement

Cold- and re-start improvement

High-end solution for premium markets

Thermal Management

Module

CO2 reduction: ~ 4%Temperature control Audi EA888 1.8 / 2.0 TFSI


2 Efficient mobility – Trends and solutionsVibration damping3


Enable downsizingand downspeeding

Vibrations generated by downsized engines

Customer acceptance of smaller engines

Dual Mass Flywheel with Pendulum-Type Absorber

Steel Innovation Prize (2x)

CO2 reduction: ~ 10%Increased comfort level BMW 320d efficient dynamics


2 Efficient mobility – Trends and solutionsAutomation4


Maintain fuel economy

Driving dynamics and comfort

High degree of customer acceptance

Double Clutch Transmission

CO2 reduction: ~ 8%Fun to drive VW Golf

Testing of the double clutch in Bühl

Production in Bühl (Germany), Taicang (China) and Puebla (Mexico)

Production of more than one million units in each plant


2 Efficient mobility – Trends and solutionsFriction reduction5


Face Spline Wheel Bearing

CO2 reduction: ~ 2%Successful in details BMW X3

Significant friction reduction

Additional weight reduction

Optimization for assembly and maintenance


2 Efficient mobility – Trends and solutionsPower on demand6


Improved fuel efficiency

Improved handling comfort

Ball nut assembly as key enabler

Electrical Power Steering

CO2 reduction: ~ 2%Mechatronics replace hydraulics VW Tiguan



Electric Mobility – Today and tomorrow


Agenda


Research partnerships

Diversity in applicationsInnovative solutions

3 Electric Mobility – Today and tomorrowSchaeffler's holistic approach towards electric mobility

Karlsruhe Institute of TechnologyTongji UniversityNational Platform for Electric Mobility (NPE)

Brackets with integrated sensor for electric bikesConcept vehicles for electric mobility

Renewable energy

Wind powerSolar powerHydro power

eMobilitySystems Division

Hybrid moduleeDifferentialeWheel Drive


3 Electric Mobility – Today and tomorrowWorking on solutions for tomorrow

Efficient energy recuperationIncreased vehicle performance

Electric all-wheel driveActive torque vectoring

Highly integrated powertrainEnabling new vehicle concepts

2010 2020

1 2 3Hybrid module Electric axle Wheel hub drive

Degree ofelectrification

2015

BatteryElectricVerhicle

HybridElectricVerhicle

Plug-inHybridElectricVerhicle

eWheel DriveeDifferential


3 Electric Mobility – Today and tomorrowCooperation with Continental – Project-based and future-orientated

Diesel Innovation Car

Gasoline Technology Car

MEHREN(supported by Federal Ministry of Economics and Technology, BMWi)

SchaefflerMechanics & friction reduction

ContinentalCombustion & electrification

SchaefflerEngine parts, clutch & damper

ContinentalInjection, turbo charger & stop-start

SchaefflerHighly-integrated wheel hub drives

ContinentalBraking system & motion control

Adv

ance

d de

velo

pmen

tR

esea

rch

Mechanics Excellence

System-orientated approach creating

value for the customer

Electrics/Electronics Expertise

Together We Move The World

Thank You

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