DATE 2012 How KETs can contribute to the re-industrialisation of Europe

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1 DATE 2012 How KETs can contribute to the re-industrialisation of Europe 1 European Technology Congress, Wrocław, June 12-13, 2014 Peter van Staa Vice-President Engineering, Robert Bosch GmbH Klaus Meder (AE/P) 12/06/2014 Robert Bosch GmbH All rights reserved, also regarding any disposal, exploitation, reproduction,

2 Bosch at a glance 2013 key figures 2 Klaus Meder AE/P 12/06/2014 Robert Bosch GmbH All rights reserved, also regarding any disposal, exploitation, reproduction,

3 1. Innovation leadership is key for success Europe is the innovation base for a global market Some 42,700 researchers and developers work at Bosch: at 93 locations worldwide, in a single network. Each working day, Bosch files 20 patents on average. This makes Bosch one of the world s leading companies for patent applications, and puts it in first place in Germany. 3

4 Example: Technology Push Top 10 Automotive s/c companies by sales Company 2. Electronics % of innovation in the car industry A strong and well cross-linked ne- industry is key for a Sales strong in USD bn car industry ( technology push ) #1 #2 #3 #4 #5 #6 #7 Renesas Infineon STM Freescale NXP Bosch TI 1) Industry 10.1% Consumer 16.4% Market segmentation percent Auto 9.6% Gov. 0.7% Communication 27.5% Computers 35.7% #8 #9 Toshiba ON Semi 2) Total sales 2012: Automotive sales 2012: $292bn $28.1bn #10 Fujitsu 1) incl. NSC, 2) incl. Sanyo Source: Strategy Analytics, Bosch 4 European Automotive semiconductor companies in global top 10 4

5 Challenges for future Automotive Systems Part of Bosch Towards portfolio an ecological for both budget-car requirements e-drive (Inverter w/ DC/DC, SMG) Evaluation and definition of best drive topology (e.g. number of gears) Mobilität Thermal Systems Minimize energy consumption of HVAC (e.g. climate control seats) Battery Increase energy density at attractive cost level Erneuerbare Energien Antriebe für E/E-Architecture Hybrid- und Reduced Elektrofahrzeuge number ECUs Elektrische Komponenten im Fahrzeug Antriebe für ebike Charger Bsp.: Photovoltaik- Wechselrichter on-board charging capability Braking + Vehicle Dynamics - Recuperation with electric drives Application of ESP + ABS Vacuum-less brake required Infrastructure i.e. fast charger, battery change station, vehicle to grid etc. Target: Best trade-off between energy efficiency, and cost 5 Klaus Meder AE/P 12/06/2014 Robert Bosch GmbH All rights reserved, also regarding any disposal, exploitation, reproduction,

6 The car value chain 3. To manage key enabling and key differentiating technologies of a complex system is key for innovation drivership - and IP protection as well OEM Battery Lamps Software ECU Aggregate/ Engine Car body-parts Wheels Systems bulbs Battery management SC Technol. packages SC-Design Aggregate/ Engine parts Sub- Systems Battery materials SC materials (photo, power, organic) SC-Equipment For MM, MtM design technologies Key materials/equipment/ technologies Advanced Manufacturing Mat. Mat. Mat. 6

7 The 4th industrial revolution is visible Industry 4.0, Internet of Things and Services, Cyber Physical Systems,,, 4. An in-depth cooperation along the value chain and the combination of products and services will be key for the future success of industry System of Components Integrated System System of Systems connected by internet Learning systems time 7 Klaus Meder AE/P 12/06/2014 Robert Bosch GmbH All rights reserved, also regarding any disposal, exploitation, reproduction,

8 Example: Application Pull 5. Legislation, infrastructure and standardization drive the proliferation of new technologies ( application pull ) 8 Skidding precedes approx. each 2nd driving accident ESP avoids 80% of skidding situations in accidents In EU and NA, all new vehicles (MY14+) must be equipped with ESP Source: ZVEI; ESIA 2010; Oliver Wyman

9 Private Public Partnerships Leverage effect of Nanoelectronics ( KETs) 6. A high entrepreneurial risk together with a high leverage effect for a broad industrial area justifies PPPs Leverage effect of Nanoelectronics (EU 2009, in bn USD) Products & Services 1.6 ECSEL 0.03 bn Electronic Systems 0.15 ne KET S/C Technology Packaging Technology Design Technology 9 Source: ZVEI; ESIA 2010; Oliver Wyman

10 Summary 1. Innovation leadership is key for success Europe is the innovation base for a global market 2. Electronics % of innovation in the car industry - A strong and well cross-linked SC industry is key for a strong car industry ( technology push ) 3. To manage key enabling and key differentiating technologies of a complex system is key for innovation drivership and a powerful IP protection 4. An in-depth cooperation along the value chain and the combination of products and services will be key for the future success of industry 5. Legislation, infrastructure and standardization drive the proliferation of new technologies ( application pull ) 6. A high entrepreneurial risk together with a high leverage effect for a broad industrial area justifies PPPs 10