SKF in Wind Energy. Stefan Karlsson Global Segment Manager, Renewable Energy

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1 SKF in Wind Energy Stefan Karlsson Global Segment Manager, Renewable Energy

2 Characteristics of wind energy market Fast growing industry (>20%/year in average, last 5 years) A young technology, in extremely rapid development, short product-cycle. Developing from local ventures to major mainstream energy generation. Growing truly global, also concerning manufacturing plants. New markets emerging; China, UK, Brazil, Portugal, Australia, Canada Business gradually maturing, M&A resulting in few large players. Recent entrance of financially strong actors (GE, Siemens, E.ON, etc) Large business potential in upcoming offshore installations Driven, and limited, by political and environmental decisions.

3 Wind Energy - the worlds fastest growing industry 30,000 Annual Wind Power Development Actual & Forecast ,000 20,000 Forecasted long term growth 16-20%/year MW 15,000 10,000 Average growth >20%/year 5, Source: BTM Consult ApS - March 2006 Europe USA Asia Rest of World Existing

4 Leading manufacturers of windturbines globally GE WIND (US) 17.7% VESTAS (DK) 27.9% Source: BTM Consult ApS - March 2006 Top-10 Suppliers in 2005 % of the total market 11,407 MW Others 5.0% ENERCON (GE) 13.2% ECOTÉCNIA (ES) MITSUBISHI (JP) 2.1% 2.0% SKF supplies bearings and solutions to all major manufacturers of windturbines globally GAMESA (ES) 12.9% SUZLON (Ind) 6.1% SIEMENS (DK) 5.5% REPOWER (GE) 3.1% NORDEX (GE) 2.6% Positions in the Top- Ten markets Major Markets for Windturbine Installations Rank Market 2005 installation 1. USA MW MW 2. Germany MW MW 3. Spain MW MW 4. India MW MW 5. Portugal 502 MW MW 6. China 498 MW MW 7. Italy 452 MW MW 8. UK 447 MW MW 9. France 389 MW 757 MW 10. Australia 296 MW 749 MW Globally MW MW Total MW Market/Country USA 2,431 GE Wind Vestas Mitsubishi 2. Germany 1,808 Enercon Vestas GE Wind 3. Spain 1,764 Gamesa Vestas Acciona 4. India 1,253 Suzlon Vestas NEPC 5. Portugal 502 Enercon Vestas Gamesa 6. P.R. China 498 Gamesa Goldwind GE Wind 7. Italy 452 Vestas GE Wind Gamesa 8. UK 447 Siemens Vestas Repower 9. France 389 Repower Vestas GE Wind 10. Australia 296 Vestas Enercon Repower Total MW in Top-Ten 9,839 Suppliers in the leading markets No. 1 No. 2 No. 3 The Top-Ten markets counts for 86% of the total world market in 2005

5 China - An emerging, but rapidly growing wind energy-market Chinese authorities plan to have 30,000 MW of wind energy installed by A majority of this is planned to be manufactured locally Historically installed 1,267 MW (end 2005)

6 SKF applications in wind energy Condition Monitoring systems Gearbox bearings Distributed Lubrication System Pitch bearings Sealing solutions Monitoring Services Mainshaft bearings Repairs & Refurbishment Generator bearings Yaw bearing Couplings Mainshaft housings

7 SKF market launches towards wind energy in last 12 months New CRB-design with extra-high carrying capacity for wind-gearboxes. New pitch bearing design with improved corrosion protection WindCon 2.0/Webcon Intranet supervised condition monitoring XL Hybrid bearings with ceramic balls for superior insulation Automatic centralized lubrication add-on kits for established wind parks DRTRB-unit with segmented cage for minimized friction

8 Benefits of using condition monitoring on wind turbines Detect initiating failures before they lead to major breakdowns. Better utilisation of maintenance activities at planned stops. Reduce overall costs for maintenance and windpark operations. Improve overall uptime of the windturbine. Increase return on windpark investment. SKF WindCon is the most deployed condition monitoring system in the windenergy industry

9 SKF is well positioned in emerging offshore market > 1 MSEK of SKF products per turbine, on several MW-offshore turbine types. Over 7,000 MW forecasted to be installed offshore globally between 2007 and SKF mainshaft bearings and WindCon condition monitoring system will be equipped on a high number of offshore turbines.

10 SKF key focus in wind energy business "Win with the winners", globally Expand our offering range within entire value chain Develop more customer value added solutions Expand the marketplace