Shaping the digital transformation. Dr. Roland Busch, Member of the Managing Board of Siemens AG Seoul, October 26, 2016

Transcription

1 Shaping the digital transformation, Member of the Managing Board of Siemens AG Seoul, siemens.com

2 Siemens at a glance in FY bn Orders 348,0 Employees 75.6bn Revenue Divisions (Revenue in bn) Industrial Business Power and Gas Wind Power and Renewables Power Generation Services Energy Management Building Technologies Mobility Digital Factory Process Industries and Drives Healthcare (separately managed) Financial Services Part of PG and WP Assets 25 Portfolio Page 2

3 Global presence Close to customers all over the world Germany.2 billion 4,0 15% 33% Share of total worldwide Europe (excluding Germany), CIS, Africa, Middle East 27.6 billion 98,8 36% 28% Share of total worldwide Americas 21.7 billion 73,5 29% 21% Share of total worldwide Asia, Australia 15.1 billion 61,5 20% 18% Share of total worldwide All figures refer to continuing operations as of September 30, CIS: Commonwealth of Independent States Revenue by customer location Employees Page 3

4 Vision 2020 Electrification, Automation and Digitalization Global trends Digital transformation Globalization Market development (illustrative) Digitalization Automation ~7-9% Market growth ~4-6% Market growth Urbanization Electrification ~2-3% Market growth Demographic change 2014 Medium-term 2020 Climate change Power generation Power transmission, power distribution and smart grids Efficient use of energy Efficient healthcare delivery Page 4

5 The next generation of innovation next47 Innovation fields Distributed electrification Artificial intelligence approx. 1 billion in funds over 5 years Connected (e-)mobility Autonomous machines Block-chain applications eaircraft Page 5

6 Internet of Things Driving the digital revolution Manufacturing Industrie 4.0 Smart factory Logistics Smart logistics Energy Smart grid Internet Buildings Smart buildings Infrastructure Smart mobility Living Smart home Healthcare Smart health of Things Cities Smart cities Customer benefits + Efficiency + Productivity + Capacity + Shorter time to market + Resilience + Flexibility Page 6

7 Industrie 4.0 Merging virtual and real world Siemens offer for Industrie 4.0 Digital Enterprise PLM MES Automation Virtual Teamcenter Real Page 7

8 Industrie 4.0 Siemens showcases the Digital Enterprise at its own production sites Siemens Factory Amberg, Germany Machines handle 75% of the value chain on their own >1,0 product variants possible Production quality is at % Page 8

9 Industrie 4.0 Digitalization of production processes as competitive edge Canon EOS 20D Japan Digital twin reduced time from concept to production by >30% ~3 TB data converted throughout the entire development 2 times more than 10 years ago Page 9

10 MindSphere The gateway to Industrie 4.0 Creating an IoT eco-system, making digitalization more tangible Fleet Management Vertical markets 1 : Utilities TSO/DSOs Automotive Railway Industry Oil&Gas Buildings Aerospace Chemicals/Pharma Digital enabled solutions and process optimization Advanced Analytics Artificial Intelligence Energy and resource optimization Extendibility (open standards) Customer value Business Apps industrial expertise and customer access pull towards platform Vertical specific and generic Apps Siemens industry specific apps and 3 rd party Predictive Maintenance Data Consulting Siemens PLM Software MindSphere the industrial operating system Open cross-vertical, cross-use case platform, software and digital services Enabler: Infrastructure as a Service (IaaS) Open stack, best offer commercially available Storage Platform as a Service (PaaS) Hardware/ Devices Security We connect everything Siemens Platform USP 1 Selected vertical markets Page 10

11 Platform as a Service Creating customer value across different industries Mobility Predictive maintenance highspeed link Barcelona-Madrid 99% availability Healthcare Remote control: 0 downtimes of CT scanners Digital Services >3.0 connected devices across all industrial domains Industry Industrie 4.0 Siemens Factory Chengdu: energy efficiency in production increased by 20% through energy monitoring Wind Power Siemens monitors >9,0 turbines 1 online remote remedies for 85% of wind turbine alarms Examples across selected businesses 1 Wind and fossil-fueled turbines Page

12 Intelligent Infrastructure 4 stages of infrastructure development Brick & steel infrastructure (Semi-) automated infrastructure Intelligent infrastructure Fully integrated, intelligent infrastructure Incremental investments drive increase in productivity, efficiency, capacity and resilience Page 12

13 Infrastructure for smart cities From stand-alone components to a digital connected system Stakeholder benefits Citizens, City and administration, Business Cost of operation, Liveability, Asset efficiency, Employment, Competitiveness, Resilience 10-20% Integration Intelligence Digitalization, Controlling Central data platform of the Smart City Automation Infrastructure Mobility Buildings Mindsphere is running the infrastructure platform Investment 80-90% Core city infrastructure Electrification, Sensor systems, Field devices Energy Gas Heat and cold Water Waste Rail Road Management Protection and security Page 13

14 Intelligent Infrastructure Highlights across all infrastructure domains Rolling Stock Paris Driverless Metro Lines 1 and 14 increases capacity by up to 50% trains run at shorter headways Page 14

15 Intelligent Infrastructure Highlights across all infrastructure domains Road London Congestion charging: 20% less traffic, 17% reduction in commuter times, 150,0t less CO 2 p.a. Page 15

16 Intelligent Infrastructure Highlights across all infrastructure domains Power and utility grids India Improved availability of distribution grid and loss 1 reduction from 30% to 15% 1 Technical and commercial losses Page 16

17 Intelligent Infrastructure Highlights across all infrastructure domains Buildings Taipei Building automation for Taipei 101 saves up to 30% of energy consumption Page 17

18 Siemens City Performance Tool Analyzing infrastructure performance, helping to take right decisions Costs and productivity Jobs Environmental targets CO 2 and local emissions Page 18

19 Siemens City Performance Tool City decision makers show globally a high level of interest Copenhagen, Aarhus Helsinki London Berlin, Munich, Stuttgart, Nuremberg Minneapolis San Francisco New Bedford Vienna Riverside Washington DC Shenzhen Mexico City Wuhan Ningbo Seoul Adelaide Page 19

20 The energy system has changed fundamentally Gas supplier Gas plant Gas transport Gas distribution Smart buildings Wind or PV (private) Power to value (gases, liquids, chemicals,) Biomass Offshore wind farm Onshore wind farm Storage (gas, liquids) Hydropower plant Heat storage Onshore wind Cogeneration District heating (cooling) Storage Microgrid E-mobility Diesel generator Grid control center Large-scale PV installation Transformer Fossil-fuel power plant Substation Substation Buildings, computer centers, nanogrid Electricity Gas Cooling/heating Smart electricity meters Conventional power grid Page 20

21 The energy system has changed fundamentally Gas supplier Offshore wind farm Availability Cost-effectiveness, efficiency Onshore wind farm Gas plant Power to value (gases, liquids, chemicals,) Electrification, increased Gas transport demand Storage (gas, liquids) Hydropower plant Heat storage Onshore wind Biomass Cogeneration District heating (cooling) Gas distribution Smart buildings Market liberalization Storage Microgrid Nuclear phase-out E-mobility Wind or PV (private) Diesel generator Digitalization Grid control center Large-scale PV installation Transformer Local emissions Fossil-fuel power plant Electricity Gas Substation New technologies Cooling/heating Smart electricity meters Reduction of Substation CO 2 emissions Conventional power grid Buildings, computer centers, nanogrid Page 21

22 Siemens is approaching the change by Distributed Energy Systems Power is generated where it is consumed enabled by combination of distributed generation, electrification, automation and storage Products Systems Solutions Financing Gas turbines CHP Transformers Onshore Wind PV Storage Virtual Power Plants Microgrids Energy monitoring Leasing Performance Contracting Selected elements of Distributed Energy Systems as offering Page 22

23 Distributed Energy Systems Strengthen resilience of supply Page 23 Co-Op City in Bronx New York World s largest coop. housing project, 14,0 apartments 40 MW generated independently of rest of power supply system >60,0 people provided with power during Hurricane Sandy

24 Distributed Energy Systems Connecting grids and buildings Headquarters Siemens Munich 90% reduction in CO 2 emissions 1 and in electricity consumption >30,0 sensors monitor building ~1/3 of electricity requirements covered by roof-top PV system 1 Compared to previous headquarters building Page 24

25 Conclusion Digitalization is changing technology and markets: fundamental disruption, exponential speed, new business models Investments in infrastructure systems pay off: increased productivity, enhanced efficiency and less CO 2 emissions Page 25