BorgWarner Company Overview. Copyright© 2014 BorgWarner Inc. 2 Vision A Clean, Energy-Efficient...

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BorgWarner Company Overview

Transcript of BorgWarner Company Overview. Copyright© 2014 BorgWarner Inc. 2 Vision A Clean, Energy-Efficient...

BorgWarner Company Overview

Copyright© 2014 BorgWarner Inc.2

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

Our Vision, Mission & Beliefs

Copyright© 2014 BorgWarner Inc.3

2013 Sales: $7.4 Billion ($8.2B unconsolidated)

Employees: 19,700

Operations: 60 Locations19 Countries

Products: Engine, Transmission and Driveline systems

Market Drivers: Fuel Economy, Emissions, Performance

BorgWarner at a Glance

Financial and Employee information as of December 31, 2013. Operation information as of March 14, 2014.

Copyright© 2014 BorgWarner Inc.4

Product Leadership

Customer and Geographic Diversity

Financial Strength and Discipline

The BorgWarner Strategic Difference

Copyright© 2014 BorgWarner Inc.5

Engine 67% / SALES Drivetrain 33% / SALES

Turbo Systems Wastegate

Variable Turbine Geometry (VTG) Regulated 2-stage (R2S™)

Thermal Systems Thermal Management Components and Systems Visctronic® Systems Fans/Fan Drives

Morse TEC Engine Valve Timing Systems

Timing Chain Variable Cam Timing

Oil Pressure Actuated Torsional Assist Cam Torque Actuated

HY-VO® Transmission Chain Transmission/Transfer case chain

Emissions Systems Exhaust Gas Recirculation (EGR) Valves EGR Coolers & EGR tubes Integrated EGR Modules Secondary Air Systems Actuators Glow Plugs Instant Start System Pressure Sensor Glow Plugs Gasoline Ignition Technology Sensor Technology PTC Cabin Heaters Thermostats Coolant Control Valves

Thermal Systems

EmissionsSystems

TurboSystems

Morse TEC TransmissionSystems

TorqTransfer Systems AWD Couplings Transfer Cases eGearDrive® Electric Drive Transmissions eAWD Torque Vectoring AWD Electronic Controls and Systems Integration

Transmission Systems DualTronic® Systems for Dual Clutch Transmissions ECO-LaunchTM Stop/Start

Accumulator Solenoid Valves One-way Clutches and

Modules Friction and Steel Plates

TorqTransferSystems

A Portfolio of Leading Powertrain Solutions

Copyright© 2014 BorgWarner Inc.6

Engine Drivetrain

Americas 19 Locations

Europe 20 Locations

Asia 21 Locations

Strategic Global Operations

60 Locations in 19 Countries

Location information as of March 14, 2014-Includes Wahler

Copyright© 2014 BorgWarner Inc.7

CommercialVehicles

VW/Audi

Daimler

Fiat

Ford

Renault

GM

BMW

PSA

12%

6%

5%

3%

3%1%1%1%

Other 10%3%

2014 Sales Outlook*

5%5%

ChryslerGM

Hyundai/Kia

Toyota

Nissan

Honda

Asian OEMs

4%

4%

1%

1%

Other 7%

Ford 7%5%

4%2%

Other

China 10%

Commercial Vehicles

* NSK-Warner included** NSK-Warner excludedEurope

AsiaAmericas ~28%*

~26%*~46%*

30%**22%**48%**

Customer and Geographic Diversity

Copyright© 2014 BorgWarner Inc.8

Providing Value Across Markets

2013 Actual Sales Truck

Efficient Gasoline

Clean Diesel

Stop-Start

Hybrid

Electric

Bus

Agricultural

Construction

Marine

Gensets

Locomotive

Light Vehicle

Medium & Heavy Duty 9%

Agricultural, Off-Highway and Other 6%

Aftermarket 5%

Light Vehicles 80%

Copyright© 2014 BorgWarner Inc.9

Sales by Region (unconsolidated sales)

Americas

Europe$3.4B

$6.0B

$8.2B

Asia

Forward Estimate

30-35%

40-45%

25-30%

$ in BillionsIncludes NSK-Warner & TEL

'03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13

27%

45%

28%Americas

Europe

Asia

Copyright© 2014 BorgWarner Inc.10

Thank you

Fuel Economy Emissions Performance

Copyright© 2014 BorgWarner Inc.11

Thank You For Your Attention

Fuel Economy Emissions Performance

Our Vision A Clean, Energy-Efficient World

Our Mission Deliver Innovative Powertrain Solutions that Improve

Fuel Economy, Emissions & Performance

Copyright© 2014 BorgWarner Inc.12

Appendix

Optional Slides

Copyright© 2014 BorgWarner Inc.13

President and CEO Org Chart

Julie WattsSenior Executive Assistant

Scott GallettVice PresidentMarketing & Public Relations

John GasparovicVice PresidentGeneral Counsel & Secretary

Kim JenettVice President Human Resources

February 2014

Dan PaterraPresident & General Manager

Thermal Systems

Emissions Systems

Brady EricsonPresident & GeneralManager

Robin KendrickPresident & General Manager

Transmission Systems

Tom TanPresidentBorgWarner China

James VerrierPresident and Chief Executive Officer

Ron HundzinskiVice President,Chief Financial Officer

Fred LissaldePresident & General Manager

Turbo Systems

Joe FadoolPresident & General Manager

Morse TEC

Chris ThomasVice PresidentChief Technology Officer

Dr. Stefan DemmerlePresident & General Manager

TorqTransfer Systems

Copyright© 2014 BorgWarner Inc.14

2014 Sales Outlook*Daimler

MAN (VW)

Deutz

FPT

JCBDAF (PACCAR)

KAMAZPerkins (CAT)

VolvoScania (VW)

CNH

Other

CV Customer and Geographic Diversity

*Includes Medium and Heavy Duty Trucks, Buses and Agricultural/Construction Equipment

12%

8%

5%

3%

3%2%2%1%1%1%1%

9%

WeichaiCNHTC

HyundaiOther

John Deere

Navistar

Daimler

Caterpillar

MAN (VW)Volvo/Mack

PACCARCummins

Other

1%1%1%5%

11%

9%

6%

4%

3%2%2%2%6%Europe

AsiaAmericas ~44%

~8%~48%

Copyright© 2014 BorgWarner Inc.15

2014

Eco-Launch™ Stop/Start Accumulator Solenoid Valve

INNOVATION PARTNERSHIP AWARDEco-Launch™ Stop/Start Accumulator Solenoid Valve

2013

New Regulated 3-Turbocharger System (R3S)

INNOVATION PARTNERSHIP AWARDRegulated 3-Turbocharger System (R3S) with BMW

Product Leadership Recognition

BorgWarner is one of the most decorated companies in the history of the PACE Awards

2012

Turbocharger for Internal Combustion Engines with Low Pressure EGR

2009

CTA Camshaft Phasing System

Pressure Sensor Glow Plugs (PSG) for Diesel Engines

INNOVATION PARTNERSHIP AWARDCam Torque Actuated (CTA) Cam Phaser with Ford Motor Company

2008

Turbocharger with R2S® Regulated Two-Stage Technology

ENVIRONMENTAL AWARDTurbocharger with R2S® Regulated Two-Stage Technology

2007

Gasoline Turbocharger with Variable Turbine Geometry

INNOVATIVE OEM COLLABORATOR AWARDGasoline Turbocharger with Variable Turbine Geometry with Porsche AG

INNOVATIVE OEM COLLABORATOR AWARDHigh Energy ITM 3e® AWD System with Porsche AG

2005

Dualtronic™ Dual Clutch, Direct Shift Gearbox (DSG)

Copyright© 2014 BorgWarner Inc.16

Road to Innovation

1880s Forerunner of Morse Chain formed

1900sManual transmissions, differentials and automotive clutches developed, first BERU glow plugs

1940s First transfer cases produced

1950s Automatic transmission and turbocharger production starts

1990s Engine timing systems, activeall-wheel drive systems introduced

2000Variable Turbine Geometry (VTG) turbochargers

2005Acquired BERU AG diesel cold start, gasoline ignition and electronics technology

2006Cool Logic® fan drive, ITM 3e®

all-wheel drive coupling

2008Cam 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.

2010Acquired Dytech ENSA EGR cooler, tube and integrated EGR module technology, Variable Camshaft Timing with Mid-Position Lock

2011Acquired Traction Systems division of Haldex Group for AWD products, Official turbocharger supplier for the IndyCar® Series

2012Turbocharger for internal combustionengines with low pressure EGR

2013Regulated 3 – turbocharger system (R3S), compact brushless actuator, Visctronic® high speed reservoir system

2014 ECO-Launch™ stop/startaccumulator solenoid valve, acquired Wahler EGR Valve, Tube and Thermostat technology

DualTronic™ clutch and control moduletransmission technology2003

2004 Regulated Two-Stage (R2S®) turbochargers