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ANE Congress May 2005, Barcelona
Will western Europe remain a center of
the automotive industry?
Franz Fehrenbach
C/CAT | 3/21/2005 | © Robert Bosch GmbH reserves all rights even in the event of industrial property rights. We reserve all rights of disposal
such as copying and passing on to third parties.
ANE Congress May 2005, Barcelona
Motor vehicle production (in m units)
25
20
15
10
5
0
16.4
2004 2008 2014
World 71.9
2008
77.3
63.8
+1.9 % p.a.
2004
18.4
+1.2 % p.a.
2004
80
60
40
20
0
25
20
15
10
5
0
NAFTA
17.6
25
Europe West
20
18.1
17.6
17.0
15
10
5
+0.6 % p.a.
0
2008
25
20
15
10
5
0
Europe East
+3.7 % p.a.
25
5.2
3.9
20
15
10
2004 2008 2014 5
0
5.6
2014
South America
+2.2 % p.a.
2.3
2.6
2.9
2004
2008
2014
10.6
10.0
9.7
+3.7 % p.a.
7.6
9.5
10.9
2004 2008 2014
2014
Source: Bosch LongTermForecast 12.04
2
-0.9 % p.a.
2004 2008 2014
Asia*
25
20
15
10
5
0
Japan
C/CAT | 3/21/2005 | © Robert Bosch GmbH reserves all rights even in the event of industrial property rights. We reserve all rights of disposal
such as copying and passing on to third parties.
25
20
15
10
5
0
China
+7.4% p.a.
8.4
10.7
5.2
2004 2008 2014
* w/o Japan/China
ANE Congress May 2005, Barcelona
Value added growth by region
1000
ROW
900
800
45
€ bn
700
126
600
500
13
116
400
300
270
China
Japan
206
316
0
Nafta
Europe
2002
3
South America
South Korea
226
200
100
India
2015
Source: Mercer, Fast 2015
C/CAT | 3/21/2005 | © Robert Bosch GmbH reserves all rights even in the event of industrial property rights. We reserve all rights of disposal
such as copying and passing on to third parties.
ANE Congress May 2005, Barcelona
Western Europe‘s advantages
 Good brand and quality reputation
 Very good human resources potential
 Modern and highly efficient facilities
4
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such as copying and passing on to third parties.
ANE Congress May 2005, Barcelona
Most productive vehicle plants in Europe
120
100
80
60
40
20
0
Nissan, UK
Sunderland
Toyota, UK
Derby
Honda UK,
Swindon
Ford Germany Opel Germany
Saarlouis
Eisenbach
Performance index
Source: House of Commons – Trade and Industry – Written Evidence
5
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such as copying and passing on to third parties.
ANE Congress May 2005, Barcelona
Flexibility of labor regulation index
8,00
Labor regulation index .
7,00
6,00
5,00
4,00
3,00
2,00
1,00
G
er
m
a
Fr ny
an
c
In e
d
B r ia
Po az
rt il
Be uga
lg l
Sw ium
ed
en
Ita
M ly
ex
N S ico
et p
he ai
r n
Sl lan
ow ds
ak
Ja ia
pa
C n
h
C Au ina
ze s
ch tri
a
Fi Rep
n .
Au nlan
st d
ra
lia
U
Ire .K.
la
Tu nd
H rke
un y
C gar
a y
D nad
en a
m
a
Sw U rk
itz SA
er
la
nd
0,00
Source: Institute for Management Development, Switzerland
6
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such as copying and passing on to third parties.
ANE Congress May 2005, Barcelona
Average Corporate Tax Rates on Profit
Percentage of profit before taxes
45
40
35
30
25
20
15
10
5
Ire
Hu lan
Sw n d
itz gar
er y
la
n
Br d
Sl az
ow il
a
S w k ia
ed
Fi en
n
Au lan
st d
De ra l
nm ia
a
Tu rk
rk
ey
Cz
U
ec .K
h .
Re
p
Ch .
P o in
rtu a
Au ga l
st
r
M
Ne e ia
th xic
er o
la
nd
Sp s
ai
n
US
Fr A
an
ce
In
di
a
Ita
Ca ly
n
Be ada
l
G giu
er m
m
an
Ja y
pa
n
0
Source: Institute for Management Development, Switzerland
7
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ANE Congress May 2005, Barcelona
Labor costs
Working hours
hours per year
euros per hour
27.10
Germany West
France
20.20
United States
19.90
2,500
China
India
2,400
Czech Republic
1,920
Great Britain
18.70
Spain
1,800
Japan
18.30
Japan
1,800
1,790
Germany East
16.90
United States
Italy
16.70
Great Britain
Spain
16.00
Czech Republic
4.30
Italy
Germany East
1,670
1,590
1,500
China
1.00
France
1,450
India
0.50
Germany West
1,430
Source: OECD, IW-Köln
8
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such as copying and passing on to third parties.
ANE Congress May 2005, Barcelona
Challenges to the automotive industry
 to adapt to shorter product life cycles
 to re-establish first-class quality
 to master the trend to low-cost vehicles
 to improve the general level of education
9
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such as copying and passing on to third parties.
ANE Congress May 2005, Barcelona
Pisa rating vs. labor costs
560
strong
540
Eastern Europe
Canada
520
Pisa rating
Japan
Poland
Belgium
Switzerland
Denmark
Sweden
Germany
(West)
Austria
Ireland
Germany (East)
Norway
Luxemburg
Spain
France
Czech Republik
500
Finland
Netherlands
Slowakia
Hungary
480
USA
Portugal
460
Italy
Western Europe
Greece
440
420
weak
400
0
10
5
10
15
20
Labor costs (€/h)
25
30
Source: Pisa;OECD
C/CAT | 3/21/2005 | © Robert Bosch GmbH reserves all rights even in the event of industrial property rights. We reserve all rights of disposal
such as copying and passing on to third parties.
ANE Congress May 2005, Barcelona
Founders of the “Wissensfabrik”
•
•
•
•
•
•
•
•
•
11
Dr. Jürgen Hambrecht, BASF AG, Ludwigshafen
Franz Fehrenbach, Robert Bosch GmbH, Stuttgart
Klaus Fischer, fischer, Waldachtal
Dr. Rainer Follmann, Follmann Management Holding, Minden
Prof. Josef Gerstner, KSB AG, Frankenthal
Dr. Hermut Kormann, Voith AG, Heidenheim
Prof. Berthold Leibinger, TRUMPF Gruppe, Ditzingen
Prof. Ekkehard Schulz, ThyssenKrupp AG, Düsseldorf
Hans Wall, Wall AG, Berlin
C/CAT | 3/21/2005 | © Robert Bosch GmbH reserves all rights even in the event of industrial property rights. We reserve all rights of disposal
such as copying and passing on to third parties.
ANE Congress May 2005, Barcelona
Focal points of activity:
1. Set up 1000 school partnerships to strengthen basic reading,
writing and mathematical competencies of
4- to 8-year-old children.
2. Change mindset: away from dejectedness to advocacy
of change and entrepreneurship.
3. Establish a network for young entrepreneurs and newly founded
companies with mentoring and consultancy by experienced
specialists.
12
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such as copying and passing on to third parties.
ANE Congress May 2005, Barcelona
Types of OEM-supplier relationships
 Cultural background: Asian keiretsu model vs.
European/American contract-based model
 Full-service system supplier with development responsibility
vs. component suppllier without design responsibility
 Cost- or price-driven contract vs. long-term partnership
13
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ANE Congress May 2005, Barcelona
Source: J.D. Power 2004
14
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such as copying and passing on to third parties.
M
G
Fo
rd
er
-C
hr
y
sl
a
az
d
le
r
av
try
M
Da
im
er
ag
e
sa
n
Ni
s
In
du
s
Ho
nd
er
a
ce
de
s
Be
nz
M
BM
To
yo
ta
800
700
600
500
400
300
200
100
0
W
Score
Rating of OEM-supplier relation quality
ANE Congress May 2005, Barcelona
How is Bosch safeguarding its competitive
position?
Innovation
leadership
Cost leadership
BOSCH
15
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such as copying and passing on to third parties.
ANE Congress May 2005, Barcelona
Cost leadership
 Consistent introduction and enforcement of lean manufacturing
and logistics -> Bosch Production System
 Optimal mix between traditional sites in western Europe and
those in emerging markets
 Design for regions
16
C/CAT | 3/21/2005 | © Robert Bosch GmbH reserves all rights even in the event of industrial property rights. We reserve all rights of disposal
such as copying and passing on to third parties.
ANE Congress May 2005, Barcelona
An additional safety margin : Predictive Safety System
17
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ANE Congress May 2005, Barcelona
Our Vision
Creating value – sharing values
18
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such as copying and passing on to third parties.