BorgWarner NexTrac presentation 2013

Dalian, China
Ochang, S. Korea Eumsung, S. Korea
Frankfort, IL USA
Beijing, China
Addison, IL USA Longview, TX USA Juarez, Mexico Irapuato, Mexico Seneca, SC USA Water Valley, MS USA Heidelberg, Germany Shanghai, China Szentlörinckáta, Hungary Tokyo, Fukuroi, Japan Japan
Primary Drive Axle
8 CONFIDENTIAL INFORMATION
Drivetrain Systems Global Footprint
Bellwood, IL USA Auburn Hills, MI USA Ketsch, Germany Landskrona, Sweden Arnstadt, Germany
Vision, Mission & Beliefs
3
A Portfolio of Leading Powertrain Technology
Engine
Turbo Systems
• Wastegate • Variable Turbine Geometry (VTG) • Regulated 2-stage (R2S™)
BorgWarner Company Overview
CY 2013
Our Beliefs Respect Collaboration Excellence Integrity Community
History of Innovation
1880s 1900s Forerunner of Morse Chain formed Manual transmissions, differentials and automotive clutches developed
• DualTronic® Systems for Dual Clutch Transmissions • Transmission Control Modules and Solenoids • High Pressure Transmission Control and Actuation Systems • One-way Clutches
1940s 1950s
1990s
2000
2003 2004 2006 2008 2009 2011
First transfer cases produced 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 R2S® Turbocharger Cool Logic®, ITM 3e® Coupling Cam Phasers with CTA™ Technology and Pressure Sensor Glow Plugs eGearDrive™ Transmissions Haldex Traction Acquisition
BorgWarner Drivetrain Systems
CY 2012
Our Beliefs Respect Collaboration Excellence Integrity Community
2013/4/3
Drivetrain Systems Product Focus
FWD Vehicle Platform RWD Vehicle Platform
Transmission Components and Systems
Primary Drive Axle
Secondary Drive Axle
Transmission Components and Systems
AWD Coupling Devices
Secondary Drive Axle
Transfer Cases
Tulle, France
Monaco
Pune, India
Sirsi, India
Manufacturing Plant Sales / Admin Headquarters Tech Center
Americas 9 Locations
Europe 7 Locations
CONFIDENTIAL INFORMATION
71% / SALES
Morse TEC
• Engine Valve Timing Systems
Drivetrain
Transmission Systems
29% / SALES
TorqTransfer Systems
• AWD Couplings • Transfer Cases • eGearDrive® Electric Drive Transmissions • eAWD Torque Vectoring • AWD Electronic Controls and Systems Integration
VW/Audi 15% Daimler Ford Renault 5% 5% Toyota 5% Hyundai/Kia 4% Nissan 1% Honda 1% China 6% Other 7% Ford Chrysler GM Asian OEMs 7% 4% 3% 1%
4% 3% BMW 2% Fiat 1% GM 1% PSA Commercial Vehicles 4% Other 10%
ICE
DC AC
eLSD
DC
eAWD
ISG
AC
Electric Drive
Veh. Electrification
Torque Vectoring eAWD
Operations: Products:
19,250
60 Locations 19 Countries Engine, Transmission and AWD systems
Market Drivers:
Fuel Economy Emissions Performance
CONFIDENTIAL INFORMATION
Asia 6 Locations
11
Haldex Traction Acquisition : Strategic Fit & Synergies
BorgWarner
TorqTransfer Systems
Employees: 1,098 US, China, Korea, India
Haldex
Commercial Vehicles 6% Other 5%
• ** CONFIDENTIAL INFORMATION NSK-Warner included NSK-Warner excluded 6
Americas Asia Europe
~26%* 28%** ~24%* 18%** ~50%* 54%**
Drivetrain Systems
Emissions Systems
• Exhaust Gas Recirculation (EGR) Valves • EGR Coolers & EGR tubes • Integrated EGR Modules • Secondary Air Systems • Actuators
CONFIDENTIAL INFORMATION
BorgWarner Trophy
Our Vision, Mission & Beliefs Vision
To be the Global Technology Leader in Powertrain Solutions
Mission
Develop Leading Powertrain Technologies that improve Fuel Economy, Emissions & Performance
Our Beliefs
Respect for Each Other Power of Collaboration Passion for Excellence Personal Integrity Responsibility to Our Communities
CONFIDENTIAL INFORMATION
Irapuato Mexico
Pune, India
Sirsi, India
Manufacturing Plant Sales / Admin Headquarters Tech Center
Americas 5 Locations
Europe 2 Locations
CONFIDENTIAL INFORMATION
Asia 9 Locations
9
Drivetrain Systems Product Lines
BorgWarner Drivetrain Systems
DualTronic® Clutch Systems
Control Systems
TorqTransfer Systems
10 CONFIDENTIAL INFORMATION
TorqTransfer Systems Global Footprint
Auburn Hills, MI USA Landskrona Sweden Szentlörinckáta Hungary Ochang, S. Korea
Beijing, China
Shanghai, China Longview, TX USA Livonia, MI USA Seneca, SC USA Tokyo, Japan
BERU Systems
• Glow Plugs • Instant Start System • Pressure Sensor Glow Plugs • Gasoline Ignition Technology • Sensor Technology • PTC Cabin Heaters
Thermal Morse TEC Systems
Financial and Employee information as of December 31, 2011 Location information as of December 31, 2011
5
Customer and Geographic Diversity
2012 Sales Outlook*
Fra Baidu bibliotek
Thermal Systems
• Thermal Management Components and Systems • Visctronic® Systems • Fans/Fan Drives
-Timing Chain • Variable Cam Timing - Oil Pressure Actuated -Torsional Assist - Cam Torque Actuated • HY-VO® Transmission Chain • Friction Plates - Transmission/Transfer case chain
Traction Systems
Employees: 334 Sweden, Hungary, Mexico
Transfer Case
Disconnect Driveline
Next Gen E-Hyd. AWD Coupling
E-Mag. AWD Coupling
Next Generation T/C
Emissions Systems Turbo Systems BERU Systems
4
CONFIDENTIAL INFORMATION
BorgWarner at a Glance
2011 Sales: $7.11 Billion ($7.93B unconsolidated)
Employees: