This PDF 1.5 document has been generated by PScript5.dll Version 5.2.2 / Acrobat Distiller 10.1.12 (Windows), and has been sent on pdf-archive.com on 10/11/2016 at 16:23, from IP address 217.111.x.x.
The current document download page has been viewed 369 times.
File size: 926.43 KB (22 pages).
Privacy: public file
Fast Forward
Deutsche Bank 2015 Global Auto Industry Conference
January 14, 2015
2015 Guidance—Highlights
Sales growth of 2% to 6% compared with 2014 sales
9.5% to 12% sales growth, excluding currency
EPS guidance range of $3.35 to $3.55 per diluted share
$3.60 to $3.75 excluding currency
11% to 14% increase over 2014 EPS guidance of $3.23 to $3.28
per diluted share, excluding non-recurring items
Operating margin above 13%
Up for the sixth straight year
As of January 14, 2015
Copyright © 2014 BorgWarner Inc.
2
A Portfolio of Leading Powertrain Technology
Engine
67% / SALES
Drivetrain
33% / SALES
Turbo Systems
Morse TEC
Transmission Systems
TorqTransfer Systems
• Wastegate
• Engine Valve Timing Systems
• AWD Couplings
• Variable Turbine Geometry
(VTG)
• Regulated 2-stage
(R2S™)
• Actuators
-Timing Chain
• Variable Cam Timing
-Oil Pressure Actuated
-Torsional Assist
- Cam Torque Actuated
• HY-VO® Transmission Chain
-Transmission/Transfer
case chain
• DualTronic® Systems for Dual
Clutch Transmissions
• ECO-LaunchTM Stop/Start
Accumulator Solenoid Valves
Thermal Systems
• Thermal Management
Components and Systems
• Visctronic® Systems
• eGearDrive® Electric
Drive Transmissions
• One-way Clutches and Modules • eAWD Torque Vectoring
• Friction and Steel Plates
• AWD Electronic Controls
and Systems Integration
Morse TEC
Thermal
Systems
• Fans/Fan Drives
• Exhaust Gas Recirculation
(EGR) Valves
• EGR Coolers & EGR tubes
• Integrated EGR Modules
• Secondary Air Systems
• Thermostats
Copyright © 2014 BorgWarner Inc.
Transmission
Systems
TorqTransfer
Systems
Emissions Systems
• Glow Plugs
• Instant Start System
• Pressure Sensor Glow Plugs
• Gasoline Ignition Technology
• Sensor Technology
• PTC Cabin Heaters
• Transfer Cases
Turbo
Systems
BERU
Systems
Emissions
Systems
3
The BorgWarner Strategic Difference
Technology Leadership
Customer and Geographic Diversity
Financial Strength and Discipline
Copyright © 2014 BorgWarner Inc.
4
Global Macro Trends
Pace of Innovation
Connected Living
Autonomous and
Connected Vehicles
Improved Efficiency
Big Data
Resource
Scarcity &
Environment
Copyright © 2014 BorgWarner Inc.
Global
Rebalancing of
Economic
Power
Demographic Shifts
Urbanization
Increased
Vehicle
Population
5
Stringent Regulations—A Resilient Secular Trend
Korea Proposed
MPG Equivalent (CAFE/Local Test Cycle) for
Passenger Cars
60
E.U. Enacted
U.S. Enacted
55
China Proposed
50
45
Korea Enacted
40
35
China Enacted
30
25
20
2005
2010
2015
Year
2020
2025
Source: International Council on Clean Transportation, November 2014
Copyright © 2014 BorgWarner Inc.
6
Fuel Economy Drives Growth for BorgWarner
LV Transmissions
LV Turbocharged Systems
103.2
103.2
86.6
86.6
Manual Transmissions
9.4
4.6
31.1
30.1
1.0
9.7
1.0
2014E
Non-Turbocharged
DCT (15%)*
Step ATs (1%)*
CVT (8%)*
AMTs and Other (0%)*
21.5
(13%)* Gasoline
(4%)*Diesel
13.9
2019E
11.6
17.8
21.5
2014E
2019E
LV VCT Systems
LV EGR Systems
103.2
103.2
86.6
86.6
Fuel Economy
Non-EGR
Non-VCT
(6%)* VCT Systems
9.6
2.8
16.6
21.3
2014E
2019E
Gasoline (28%)*
Diesel (5%)*
64.4
47.4
2014E
2019E
Global light vehicle industry volumes; units in millions (January 2014)
* CAGRs are shown in parentheses
Copyright © 2014 BorgWarner Inc.
7
Powertrain Trends
Electrification
Downspeeding
Stop/Start
Light-weighting
Copyright © 2014 BorgWarner Inc.
48 Volts
Cost Reduction
Thermal Management
Downsizing
and boosting
Fuel Diversification
Emissions
Reduction
8
Expanding Our Reach Across the Powertrain
Variable
valvetrain
VCT
ePhaser
Timing system
Timing chain
EGR cooler
Fans/fan drive
Solenoid
Friction
Transfer case
Exhaust heat
recovery system
Eco-LaunchTM
solenoid valve
Control module
Wet clutch for
manual
transmissions
Clutch module
AWD coupling
Permanently
Engaged Starter
FXD
Turbocharger
eBOOSTER®
turbocharger
R2S
turbocharger
Diesel cold start
Gasoline ignition
coils
Copyright © 2014 BorgWarner Inc.
Cabin heater for
EVs
EcoFlash® high
frequency ignition
9
BWA_15_1Q_DBConf.pdf (PDF, 926.43 KB)
Use the permanent link to the download page to share your document on Facebook, Twitter, LinkedIn, or directly with a contact by e-Mail, Messenger, Whatsapp, Line..
Use the short link to share your document on Twitter or by text message (SMS)
Copy the following HTML code to share your document on a Website or Blog