Bosch in the Epicenter of New Trends and the Role of Leadership_20171023.pdf

Electrification-Autonomous Driving-Connectivity/IoT
Bosch in the Epicenter of New Trends
& the Role of Leadership
Bernd Barkey
Managing Director, Bosch Taiwan
10.2017

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© Robert Bosch GmbH 2017. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
2
Since 1886

Bosch Global
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Independence & Financial Strength
Robert Bosch Stiftung GmbH
92% share
No voting rights
Bosch family
7% share
7% voting rights
Robert Bosch Industrietreuhand KG
93% voting rights
Robert Bosch GmbH
1% share
No voting rights
Chairman
Franz Fehrenbach
Chairman
Dr. Volkmar Denner

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Business year 2016
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Sales by business sector
Mobility
Solutions
Industrial
Technology
Consumer
Goods
Energy and
Building Technology
2015 2016 2015 2016 2015 2016 2015 2016
60% of total sales 9% of total sales 24% of total sales 7% of total sales
+5.5% -5.2% +2.6% +1.7%
EUR
41.7bn
EUR
43.9bn
EUR
6.6bn
EUR
6.3bn
EUR
17.1bn
EUR
17.6bn
EUR
5.1bn
EUR
5.2bn

The Bosch Group
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Business Sectors
Consumer Goods
Mobility Solutions Industrial Technology Energy & Building
Technology
 A leader in drive and
control technology
 Packaging and process
technology
 Leading manufacturer
of security technology
 Global market leader of
heating products and
hot-water solutions
 Leading provider of
power tools and
accessories
 Leading supplier of
household appliances
 One of the world’s
largest independent
suppliers of automotive
technology and mobility
solutions
Bosch Mobility Solutions is closely connected with all divisions.
Cooperation across the Bosch Group enables a valuable exchange of knowledge and synergies.

Business year 2016
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Sales by region
Europe North America South America Asia Pacific
1
2015 2016 2015 2016 2015 2016 2015 2016
53% of total sales 17% of total sales 2% of total sales 28% of total sales
+3.4% -2.2% -5.0% +8.3%
1 Including other regions
EUR
37.3bn
EUR
38.6bn
EUR
12.7bn
EUR
12.3bn
EUR
1.4bn
EUR
1.4bn
EUR
19.2bn
EUR
20.8bn

Business year 2016
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Research and development1
2012 2013 2014 2015 2016
2012 2013 2014 2015 2016
1 Including development work charged directly to customers
As % of sales
EUR
4.4bn
9.9% 9.9% 10.1%
9.0%
9.5%
EUR
4.5bn
EUR
5.0bn
EUR
6.4bn
EUR
7.0bn

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 One of the world’s most innovative technology companies

Bosch: #1 for European patents granted
EU: Top 10 patentees 2016
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Asia Pacific
Bosch Locations in Asia Pacific
CHINA since 1909
NEW ZEALAND since 1907
AUSTRALIA since 1907
INDIA since 1922
JAPAN since 1911
SOUTH KOREA since 1920
BANGLADESH since 2013
MYANMAR since 2013
LAOS since 2012
TAIWAN since 1990
VIETNAM since 1957
PHILIPPINES since 1926
INDONESIA since 1919
MALAYSIA since 1923
CAMBODIA since 2010
SINGAPORE since 1923
THAILAND since 1923
Research and Development Manufacturing
Sale
Consumer Goods
Mobility Solutions Industrial Technology
Energy & Building Technology
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Bosch in China & Taiwan
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66legal entities
1 Investment holding company
48 Wholly-foreign-owned-enterprises
13 Joint ventures
~56,000 associates

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Bosch Taiwan
Overview
Robert Bosch Taiwan
Co. Ltd.
Bosch Rexroth Co. Ltd.
Bosch Home
Appliances Private Ltd.
Unipoint Electrics MFG
Co. Ltd
Operation Since 1990
Employees 958
R&D Center 4
R&D Associates 108
office factory
(As of December, 2016)

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BOSCH TAIWAN
PRODUCT PORTFOLIO
Packaging
Machinery
Home
Appliances
Drive and Control
Technology
Security Systems
Power Tools
Industrial
Technology
Mobility Solutions
Aftermarket
Products /
Test Equipment
MEMS
Sensors
Others
Thermotechnology
Consumer Goods
MEMS
Microphones
Bosch Service
Stations
Original
Equipment of
2 Wheelers
Original
Equipment of
Vehicles
Energy & Building
Technology
Drive and
Control
Technology
Packaging
Technology

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Bosch Taiwan
Strong growth in Taiwan
2010 2016
CAGR +28%
EUR
301 m
EUR
70 m
* incl. direct sales

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New Trends Emerging

The Future of Mobility
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Future Trends
Growing trend
toward
electromobility
Electrification Automation Connectivity Multimodality
Fully automated
driving may arrive
sooner than
expected
Combination of
mobility solutions,
especially in
urban areas
Connectivity as
enabler for new
applications and
business models

Electrified, automated, connected
Objective:
No.1
in electromobility
Success:
11 orders
in 2016
in China alone
Challenge:
battery with double
the energy density

Objective:
self-driving
cars in cities
as well
Growth area:
driver assistance
over
EUR 1bn
in sales in 2016
Strong
team:
3,000
developers

Strong fleet:
250m
connected cars
by 2020
Objective:
Turn the vehicle
into a personal
assistant
Technical core:
Bosch Automotive
Cloud Suite

Future of Mobility- Electrification
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Types of Electrification
Mild Hybrid Strong
Hybrid
Plug-In
Hybrid
EV w/REX Electric Vehicle
Electric
Power*
5 – 20 kW 30 – 100 kW 40 – 140 kW 60 – 160 kW 60 – >300 kW
(with 2 machines up to 600
kW)
No possibility
of pure
electric drive
Limited electric
driving range
Entry into
electric driving
without
restrictions
Enhanced
electric driving
with “Range
Extender” (REX)
Efficient and
resource-saving
with high
potential for
CO2- reduction
Potential for CO2 reduction increasing
Types of electrification differ concerning cost/CO2 -benefit and will penetrate regions
differently.
* mainstream assumption, deviations possible

EV (Electric vehicle)
HEV (Hybrid electric vehicle (strong/mild))
PHEV (Plug-in vehicle)
0
5
10
15
20
25
4.5
7.1
6.9
2020
11.3 mio.
5.2
3.9
2.2
2015
2.6 mio.
0.4
2025
18.5 mio.
Units
[mio.
vehicles]
total market 106 mio.
98 mio.
89 mio.
1.9
0.3
* based on Bosch estimation
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Bosch market view – electrified powertrain
Vehicle sales passenger cars* (incl. LCV<6t)

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Market Drivers eMobility – challenges & chances
Established
market and
business models
New
markets
New
players
New
business
models
Combination of
automated driving &
data control
Web 3.0
States, countries,
municipalities
Alliances along
value chain
Start ups
Open platforms
(e.g. Android)
Wireless
charging
Leasing / Second Life
Car sharing
Pay per drive
combined with
driverless cars
Generation Y
Mega cities
Car = part of
cloud or smart
grid
Tier x-Alliances
Utility
companies
Intermodal mobility
 m∞vel
Panasonic
Business today
IT/ Internet companies
Lateral entry of other
sectors

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Bosch Strategy
Bosch today
Current
market
Future
market
Variance Changing
High volatility in technical concepts
(voltage levels, performance,
integration, charging)
Voltage
Level
200V
400V
600V
800V
Power
(Amps)
DC Charging
Performance
300A
500A
800A
1000A
Strong market growth
Increasing range of EV
(>300km)
New business models and
added value
Bosch objective
Bosch is a leading global supplier
of EM, PE, BAT.
Bosch is an established supplier of integrated
electric axles.
Bosch covers a broad range of technical
requirements with a modular product portfolio.
Electrification Market
eRange Development
PE=Power electronics
EM=Electrical Machine
BAT= Battery

Start up powertrain for Electric vehicles
eAxle
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High efficiency
The eAxle integrates the motor, electronics, and transmission in a
compact way, increasing the efficiency of electric vehicles and hybrids
Flexibly scalable up to
of torque at the driveshaft
6,000 Nm

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Automated Driving is a revolution coming step by step…
2010
SAE L1
Assisted driving
Supports the driver
2015
SAE L2
Partially automated driving
Permanent driver supervision
> 2020
SAE L3/4/5
Highly and fully
automated driving
Reduced driver
supervision
Home zone park
assist
Evasive steering
support
Automatic emergency
braking
Traffic jam assist
Integrated cruise
assist
Highway
assist
Traffic jam pilot
Highway pilot
Auto pilot
Remote park
assist
Automated valet
parking
Urban Auto-Pilot @
low speed

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Automated Driving is coming …
5th Jul. 2017, Baidu announced Apollo
project, Bosch as one of the partners
17th Jul. 2017, Audi announced the first L3 function
on the new A8 (Traffic Jam Pilot)
17th Apr. 2017, Bosch China announced
cooperation with 3 local map suppliers
International Forum (TEDA) of China Automotive Industry Dev.

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Patents Ranking
Bosch: leading in automated driving

Core Technologies of Automated Driving
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Act
Think
See
Surround sensors:
Video camera, radar, ultrasound,…
Positioning of online map data:
Providing information for long-range planning
Functions:
Design making under dynamic scenarios
Driver’s control:
The system ensures that it is to return control to driver at
any time.
Vehicle dynamic control:
Steering, acceleration, braking
Mid-
range
radar
Long-
range
radar
Ultrasonic
sensor
Back/surro
und-view
camera
Multi-
functional
camera
Stereo
camera

Connectivity
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Attractive Products & Services
 Three CES
innovation awards
 Connectivity unit for
small two-wheelers
 New HOME operating
unit
 360° interior camera
launched
Connected mobility Smart home
 Project unit set up in
drive to be leading user
and leading provider
Connected industry

Connected Parking Offers New Opportunities &
Suggestions
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* Airports, hotels, shopping centers, downtown areas,
etc.
Community-
based Parking
Automated
Valet Parking
Active
Parking Lot
Management
Connected parking offers
the operators* of parking
lots new business opportunities
and suggestions, which can
increase the market value, and
provides more diversified service
for drivers.

Every electronic product
will be web-enabled
Every connected product
will provide a service
Every new product will
feature artificial intelligence
In 10 years

Connectivity
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Intelligent Products
 Products have to be capable of learning
 Bosch has set up center for artificial
intelligence, with four locations worldwide
Artificial intelligence

Industry 4.0 at Bosch
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Important changes in recent years
CPU is
available cheap
and unlimited
Low
priced
sensors
available
Data mining:
Analyse big
data close to
real-time
Increase in
soft-/hardware
usability
Worldwide
GPS localization
is possible
Performance
advantages by
decentralized
networking
Internet
is available
worldwide
Storage
is available
cheap and
unlimited

Our journey and achievements
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2013 2014 2015 2016
Project
Bosch Dual
Strategy
i4.0
Project
i4.0@Bosch
Innovation
Cluster
Connected
Industry
05.13
11.13
01.15
External
China
USA
Germany
04.13
03.14
10.15
03.16
Homburg
Rexroth
Homburg
Feuerbach
04.13
09.13
11.14
Blaichach
07.15
02.16
Vénissieux
01.16
Awards
Germany
05.16

Connected Industry: our dual strategy
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270+ Bosch Plants
Worldwide
Leading
Provider
Leading
User
Services
Sensors
70+ Solutions
Software &
Data Analytics
Drive & Controls
Logistics
Machinery
& Robotics
By 2020
EUR ~ 1bn
extra savings
By 2020
EUR ~ 1bn
extra turnover

Efficiency solutions from
our own factory:
20%
decrease in downtime
thanks to the maintenance
support system
Efficiency solutions for our
customers as well:
By 2020 more than
EUR 1.0bn
in cumulative additional sales

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How to lead?

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Leadership Principles

Bosch in the Epicenter of New Trends and the Role of Leadership_20171023.pdf

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