Transcript Company Overview_English

BorgWarner Company Overview
Our Vision, Mission and Beliefs
 Vision
 A Clean, Energy-Efficient World
 Mission
 Deliver Innovative Powertrain
Solutions that Improve Fuel
Economy, Emissions &
Performance
 Our Beliefs





Respect for Each Other
Power of Collaboration
Passion for Excellence
Personal Integrity
Responsibility to
Our Communities
Copyright © 2015 BorgWarner Inc.
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BorgWarner at a Glance
 2014 Sales:
$8.3 Billion ($9B unconsolidated)
 Employees:
22,000
 Operations:
58 Locations
19 Countries
 Products:
Engine, Transmission and Driveline
systems
 Market Drivers:
Fuel Economy, Emissions, Performance
Financial and Employee information as of
December 31, 2014.
Locations as of February 12, 2015
Copyright © 2015 BorgWarner Inc.
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The BorgWarner Strategic Difference
 Product Leadership
 Customer and Geographic Diversity
 Financial Strength and Discipline
Copyright © 2015 BorgWarner Inc.
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A Portfolio of Leading Powertrain Solutions
Engine 68%/SALES
Drivetrain 32%/SALES
Turbo Systems
Emissions Systems
Transmission Systems
TorqTransfer Systems
 Regulated 2-stage (R2S™)
 Variable Turbine Geometry
(VTG)
 Wastegate
 Actuators
 Coolant Control Valves
 Diesel Cold Start
 DualTronic® Systems for Dual
Clutch Transmissions
 ECO-LaunchTM Stop/Start
Accumulator Solenoid Valves
 Solenoids & solenoid blocks
 Friction and Steel Plates
 AWD Couplings
 One-way Clutches and
Modules
 Transfer Cases
Thermal Systems
 Thermal Management
Components and Systems
 Fans/Fan Drives
 Visctronic® Systems
Morse TEC
 Engine Valve Timing Systems
 Timing Chain
 HY-VO® Transmission Chain
 Transmission/Transfer
Case Chain
 Variable Cam Timing
 Cam Torque Actuated
 Oil Pressure Actuated
 Torsional Assist
Copyright © 2015 BorgWarner Inc.
 Glow Plugs
 Instant Start System
 Pressure Sensor Glow Plugs
 Exhaust Gas Recirculation
(EGR)
 Coolers & tubes
 Integrated Modules
 Valves
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Gasoline Ignition Technology
PTC Cabin Heaters
Secondary Air Systems
Sensor Technology
Thermostats
Thermal
Systems
Morse
TEC
 AWD Electronic Controls
and Systems Integration
 eAWD Torque Vectoring
 eGearDrive® Electric
Drive Transmissions
Transmission
Systems
TorqTransfer
Systems
Turbo
Systems
Emissions
Systems
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Strategic Global Operations
58 Locations in 19 Countries
Engine
Drivetrain
Americas
18 Locations
Copyright © 2015 BorgWarner Inc.
Europe
19 Locations
Asia
21 Locations
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Customer and Geographic Diversity
2015 Sales Outlook*
Hyundai/Kia
6%
Toyota
4%
Nissan
1%
Honda
1%
China
13%
Other
5%
VW/Audi
11%
Daimler
6%
Ford
4%
Renault
3%
BMW
3%
Fiat
2%
PSA
1%
Ford
8%
GM
1%
Chrysler
5%
Commercial
Vehicles
2%
GM
3%
Asian OEMs
2%
Commercial
Vehicles
4%
Other
5%
Other
11%
*NSK-Warner included
** NSK-Warner excluded
Copyright © 2015 BorgWarner Inc.
Americas ~27%* 29%**
Asia
~30%* 26%**
Europe
~43%* 45%**
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Providing Value Across Markets
2014 Actual Sales
Truck
Bus
Light Vehicle
Efficient
Gasoline
Clean Diesel
Medium &
Heavy Duty 7%
Agricultural,
Off-Highway &
Other 6%
Aftermarket 4%
Agricultural
Construction
Marine
Stop-Start
Light Vehicles 83%
Gensets
Hybrid
Locomotive
Electric
Motorcycle and
Powersports
Copyright © 2015 BorgWarner Inc.
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Growth in Asia Leading to Geographic Balance
2015E
45%
2019E
26%
29%
~40%
~30%
~30%
Americas
Asia
Europe
Copyright © 2015 BorgWarner Inc.
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President and CEO Org Chart
James Verrier
Julie Watts
President and Chief
Executive Officer
Senior Executive
Assistant
Turbo Systems
Fred Lissalde
Ron Hundzinski
President & General
Manager
Vice President,
Chief Financial Officer
TorqTransfer Systems
Scott Gallett
Vice President
Marketing & Public
Relations
Dr. Stefan Demmerle
Thermal Systems
Dan Paterra
President & General
Manager
President & General
Manager
Brady Ericson
Vice President
General Counsel &
Secretary
Transmission Systems
Robin Kendrick
Emissions Systems
John Gasparovic
President & General
Manager
Kim Jenett
Vice President
Human Resources
President & General
Manager
Tom Tan
Morse TEC
President
BorgWarner China
Joe Fadool
President & General
Manager
Chris Thomas
Vice President
Chief Technology
Officer
February 2015
Copyright © 2015 BorgWarner Inc.
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Product Leadership Recognition
BorgWarner is one of the most decorated companies
in the history of the PACE Awards
ENVIRONMENTAL AWARD
2014
2012
Eco-Launch™ Stop/Start Accumulator
Solenoid Valve
Turbocharger for Internal
Combustion Engines with
Low Pressure EGR
INNOVATION PARTNERSHIP
AWARD
Eco-Launch™ Stop/Start Accumulator
Solenoid Valve
2013
New Regulated 3-Turbocharger
System (R3S)
2009
CTA Camshaft Phasing System
Pressure Sensor Glow Plugs (PSG)
for Diesel Engines
INNOVATION PARTNERSHIP
AWARD
INNOVATION PARTNERSHIP
AWARD
Cam Torque Actuated (CTA) Cam
Phaser with Ford Motor Company
Regulated 3-Turbocharger System
(R3S) with BMW
2008
Turbocharger with R2S® Regulated
Two-Stage Technology
Copyright © 2015 BorgWarner Inc.
Turbocharger with R2S® Regulated
Two-Stage Technology
2007
Gasoline Turbocharger with Variable
Turbine Geometry
INNOVATIVE OEM
COLLABORATOR AWARD
Gasoline Turbocharger with Variable
Turbine Geometry with Porsche AG
INNOVATIVE OEM
COLLABORATOR AWARD
High Energy ITM 3e® AWD System
with Porsche AG
2005
Dualtronic™ Dual Clutch, Direct Shift
Gearbox (DSG)
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Road to Innovation
1880s
Forerunner of Morse Chain formed
1900
Manual transmissions, differentials
and automotive clutches developed, first
BERU glow plugs
1940
First transfer cases produced
1950
Automatic transmission and turbocharger
production starts
1990s
2005
Acquired BERU AG diesel cold start, gasoline
ignition and electronics technology
2006
Cool Logic® fan drive, ITM3e®
all-wheel drive coupling
2008
Cam phasers with Cam Torque Actuated (CTA)
technology and pressure sensor glow plugs,
eGearDrive® Electric Drive Transmissions
2009
Acquired advanced ignition technology
(EcoFlash® ) from Etatech Inc.
2010
Acquired Dytech ENSA EGR cooler, tube and
integrated EGR module technology, Variable
Camshaft Timing with Mid-Position Lock
2011
Acquired Traction Systems division of Haldex
Group for AWD products, Official turbocharger
supplier for the IndyCar® Series
2012
Turbocharger for internal combustion
engines with low pressure EGR
Engine timing systems, active
all-wheel drive systems introduced
2013
2000
Variable Turbine Geometry
(VTG) turbochargers
2003
DualTronic™ clutch and control module
transmission technology
2014
2004
Regulated Two-Stage (R2S®) turbochargers
2015
Copyright © 2015 BorgWarner Inc.
Regulated 3 – turbocharger system (R3S),
compact brushless actuator, Visctronic® high
speed reservoir system
ECO-Launch™ stop/start
accumulator solenoid valve, acquired Wahler
EGR Valve, Tube and Thermostat technology
Timing chains for GTDI engines, Gasoline EGR
module, FWD electronic limited-slip differential (FXD)
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Fuel Economy Drives Growth for BorgWarner
LV Transmissions
Manual Transmissions
DCT (11%)*
Step ATs (1%)*
CVT (7%)*
AMTs and EVTs (13%)*
10.8
6.4
89.6
2.0
2015E
13.0
15.6
19.3
3.7
2020E
2015E
LV EGR Systems
17.6
15.9
21.2
2015E
2020E
3.6
28.5
22.1
2020E
LV VCT Systems
Fuel Economy
103.8
89.6
103.8
Non-Turbocharged
(13%)* Gasoline
(3%)*Diesel
32.8
32.4
9.4
LV Turbocharged Systems
89.6
Non-EGR
Gasoline (35%)*
Diesel (4%)*
Non-VCT
(6%)* VCT Systems
53.5
2015E
103.8
72.4
2020E
Global light vehicle industry volumes; units in millions (January 2015)
* CAGRs are shown in parentheses
Copyright © 2015 BorgWarner Inc.
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Thank You
Fuel Economy
Copyright © 2015 BorgWarner Inc.
Emissions
Performance
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