Potentials ofElectromobility · 2016 2020 2025 2030 Global battery market by vehicle segment,...

Potentials of ElectromobilityUsing the Example of Battery SystemsDr. Hartung Wilstermann, EVP E-Solutions & Services, Webasto GroupJanuary 30, 2019

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30.01.2019 Branchentag NBB - Webasto Electromobility - 2 -

1. Webasto GroupOverviewCompetenciesStrategyProduct Range

2. Electromobility at WebastoProductsDevelopment & OutlookStrategy

3. Battery Systems ApproachMarket AssessmentWebasto Standard Battery System

4. Organizational Set-Up

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WebastoGroup

Present and Successful Worldwide

1901founded in Esslingen

near Stuttgart

employees (2017)

Around

13.000More thanlocations

5047%Equity-to-assets ratio (2017)

3,5 billion EUR sales (2017)More than

of which, more than production sites

30

Since 1908 in

Stockdorfclose to Munich

Top 100Worldwide among the

Automotive suppliers


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Our Business Environment Will Remain CompetitiveWe Keep Facing Challenges

Shorter development cycles

- 4 -

Volatile market environment Economic uncertainty

Increasing cost pressure New mobility conceptsNew players

Strong demand for best practice sharing and standardization

30.01.2019 Branchentag NBB - Webasto Electromobility

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Innovative Global Systems Partner

Our competencies: Many years of trust-based cooperation

with OEMs worldwide Global manufacturing and supply chain

management High level of development expertise Profound understanding of customer requirements Global project management Access to aftermarket worldwide


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Shaping the Mobile Future

Our vision:»Our Inspiration Drives the World of Mobility«

Our dual strategy:»Strengthening«Consistent strengthening and further development of the core business areas

»Participating«Development of new business fields that match to the competence profile of Webasto and offer solutions for megatrends in mobility


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Elektronic


Our Diverse Range of Products

- 7 -

Heating andCoolingSystems

Convertible Roofs

Sunroofs & Panorama

Roofs

Solutions for E-Mobility

In-House electronic competence: Development and productionofmechatronic components for all segments

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Webasto is Accelerating Strategic Development

- 8 -

Investments of 600 million euros in the next three years:

New products and features in the core business, development of capacities and structures and expansion of the range of products and services for electromobility

Expected electromobility revenues over the next few years: 500 million – 1 billion euros per year

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Electromobility at Webasto


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New Product Segments Based on Competencies


High Voltage System Solutions by Webasto

Electric Operated Heating Battery Systems Charging Solutions

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Webasto’s Dynamic Development in the Electromobility Business

2015Development of dual strategy

Q2 / 2016Announcing new business activities in e-mobility

Q3 / 2018Introduction of Standard

Battery Systems for commercial vehicles

Q2 / 2015Start series

production HVH

Q3 + 4 / 2016building-up R&D teams batteries and charging

Q1+2 / 2018Successful market entry: First orders for battery systems and charging solutions

Q2 / 2018Acquisition of AeroVironment’sEfficient Energy Systems (EES) business segment

April / September 2017 Presentation of batteries and chargers at Auto Shanghai and IAA car

End of 2017Start of in-house production of Wallboxes

Q1 / 2018Strategic partnership Samsung SDI (Batteries) – A123 in China Q4/2018


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Future Outlook Electromobility Business

End of 2018About 300 colleagues in Germany, China and the US

Q1 / 2019Start building up R&D and production for battery systems in Jiaxing (China)

End of 2019Start production battery systems

in Schierling (Germany)

Q2 / 2019Start Prototype construction and testing battery systems in Hengersberg (Germany)

Till 2019Building up international HVH production in Wuhan (China)


Integration (platform and applications) and further development of charging portfolio

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Starting With Individual Projects the Collaboration BetweenRegions Becomes Key of Our Strategy

Branchentag NBB - Webasto Electromobility - 13 -30.01.2019

EU market entry with Batteries and Charging

Projects for derivatives for EVs in EU, US & CN Global platform projects

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Battery Systems Approach


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22,9

18,2

43,1

5,3

9,3

5,8

8,2

2016 2020 2025 2030

Global battery market by vehicle segment, 2016-30 in €bn

Bus

Truck

LCV

Car

8.3

Prediction of Global Automotive Battery Market: Increase to EUR 307bn in 2030


Source: IHS, WE

50

350

300

250

200

150

26.4

180.0

307.5

246.9

150.6

Comment

Car battery market is the biggest market segment due to higher production numbers

Electrification of light commercial vehicles and (light) trucks will take off after 2020, particularly in urban areas

Especially city busses will get electric propulsion systems due to government regulations

Due to overall low EV production numbers in 2016, the commercial (bus) market represents share of approx. 30-50% of total automotive battery market

20%16%13%30-50%

Share of non car

segments

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We Have a Clear Vision for Growing Future Businesses Between EU and CN

ShanghaiChina Battery R&D center

StockdorfGlobal HQ and Battery R&D Center


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Industryenvironment• Social trends

• Products / technologies

• Governmentalinterventions

• Environmental aspects

• Availability of rawmaterials e.g. Lithium, Cobalt, Graphite…

• Competitive rivalry


Stakeholder• OEMs

• Fleet operators

• Substitutes

• Private individuals

• (Raw material) supplier

• National policy

• Supranational policy

Battery System Industry

Webasto Standard Battery System

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Commercial Vehicle Standard Battery System


Flexible Modular Design

Vehicle Segments

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Maximal Battery System Flexibility According to Customer Needs

Customer can define the system scope

Investments and development time depending on scope

Best-in-Cost & Quality: Standardized and scalable product

Level ofcustomerneeds

100% tailoredsystem

Semi-tailoredsystem

CV - ApplicationFrom the shelf

Investment


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Economies of Scale for Your Cost Advantage


160.000 unitsCost-efficient massproduction

Individually developedbattery modules

Significant lower unitprice for your economicadvantage

Reduced allocateddevelopment costs

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Modular Battery Pack for Standard Battery System forCommercial Vehicles


Technische Daten – Batterie-Pack

Abmessungen (L x B x H) 960 x 687 x 300 mm

Gewicht 300 kg

Energieinhalt 35 kWh

Spannungsbereich v 280 V – 400 V (~ 350 V nominal)

Energiedichte ~185 Wh / l, > 115 Wh / kg

Kontinuierliche Leistung (CH / DCH) 35 kW

Maximale Leistung (CH / DCH)(10 s, @50 % SoC, 20–35 °C) 100 kW

End-of-Life-Definition 80 % of BOL

Lebensdauer(@80 % DoD, 25 °C, 1C / 1C) > 3000 Zyklen

Lebensdauer – Jahre 8 Jahre

Volumenstrom je Pack 1 10 l / min

Druckverlust je Pack < 35 mbar

Zellart prismatisch Ni-rich NMC

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Organizational Set-Up

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Product Development – Classic Group-process Driven Organization

MechatronicsEngineering

Roof Systems ThermoSystems …

Advanced Engineering

Platform Platform Platform

Application Application Application


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Creating Agile Start-ups, Benefiting from Large Organization



Roof Systems ThermoSystems …

Advanced Engineering

Platform Platform Platform

Application Application ApplicationInternal Start-ups

Usingknow-how

and

capacities

Learning from Start-ups

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Integration of Start-ups in Existing Process Organization, When Major Enough



Roof Systems

Platform

Application

Battery Systems

Platform

Application

Charging Solutions

Platform

Application

Integration

ThermoSystems

Platform

Application

…

Platform

Application

Advanced EngineeringAdvanced Engineering

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30.01.2019 Branchentag NBB - Webasto Electromobility 27

Global Footprint in the Electronic Segment

360over

employees in R&D

EuropeDevelopment Stockdorf (DE) Gilching (DE) Nürnberg (DE) Neubrandenburg (DE) Kosice (SK) India - ODC @ Tata

ELxSIManufacturing Schaidt (DE)

USA Rochester Hills Monrovia

China Shanghai

Japan Hiroshima

170about

employees in manufacturing engineering andproduction of electronics

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Potentials ofElectromobility · 2016 2020 2025 2030 Global battery market by vehicle segment,...

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