Dr. Silke Bagschik
Head of Sales and Marketing – ID. Family
CMO – ID. Digital
UBS Paris Electric Car Day – April, 12th 2022
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Disclaimer
The following presentations as well as remarks/comments and explanations in this context contain forward-looking statements on the business development
of the Volkswagen Group. These statements are based on assumptions relating to the development of the economic, political and legal environment in
individual countries, economic regions and markets, and in particular for the automotive industry, which we have made on the basis of the information
available to us and which we consider to be realistic at the time of going to press. The estimates given entail a degree of risk, and actual developments may
differ from those forecast.
At the time of preparing these presentations, it is not yet possible to conclusively assess the specific effects of the latest developments in the Russia-Ukraine
conflict on the Volkswagen Group’s business, nor is it possible to predict with sufficient certainty to what extent further escalation of the Russia-Ukraine
conflict will impact on the global economy and growth in the industry in fiscal year 2022.
Any changes in significant parameters relating to our key sales markets, or any significant shifts in exchange rates or commodities relevant to the Volkswagen
Group or the supply with parts, or deviations in the actual effects of the Covid-19 pandemic from the scenario presented will have a corresponding effect on
the development of our business. In addition, there may be departures from our expected business development if the assessments of the factors influencing
sustainable value enhancement and of risks and opportunities presented develop in a way other than we are currently expecting, or if additional risks and
opportunities or other factors emerge that affect the development of our business.
We do not update forward-looking statements retrospectively. Such statements are valid on the date of publication and can be superseded.
This information does not constitute an offer to exchange or sell or an offer to exchange or buy any securities.
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Our ambition: Responsibility for
climate change & society
min. 30%
min 70%
100%
BEV Share
BEV Share
BEV Share
2025
2030
2035
min 50%
BEV Share
2030
The massive BEV Ramp-up
happens now!
Last vehicle to
be developed
on an ICE
CO2
platform
emissions
Last start of
production
of a vehicle
on an ICE
platform
End of sales of
ICE vehicles
Zero Emission"
in the existing fleet
Massive
BEV
Ramp-up
2020
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2050
The ID. Family
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ID.6X
GTX
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ID.5
INTERNAL
ID.BUZZ
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To come: Long Range
Business Mobility
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To come: Entry mobility
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Expansion of our GTX
models
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The MEB:
Scalable BEV platform
The MEB: The centerpiece of our ID. Family
and electrification in the group
INTERNAL
To come: the project Trinity
Our new Scalable Systems Plattform (SSP) will bring autonomous driving into
series production
INTERNAL
To come: Enhancements in the ID. DNA:
What defines our ID. Family
ICONIC
DESIGN
INSPIRING
DIMENSIONS
INTELLIGENT
DATA
INTUITIVE
DEVICE
INFINITE
DRIVE
To come: Enhancements in the MEB platform
Range
up to 700 km
Charging power
> 200 kW
Acceleration
about 5.5 sec. (w/ AWD)
INTERNAL
Our MEB platform electric vehicle portfolio
ID.6 X/CROZZ
ID.BUZZ
ID.3
ID.4
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ID.5
AERO B
ID. LIFE
To maximize the climate impact of our BEV technology
we are open to share with other car manufactures
1
8
Large range
2
7
attractive costs
3
6
maximum security
4
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robustness
5
worldwide
use
designed for
fast charging
high
performance
long
lifespan
The transformation:
software and digitalization
ID. Software 3.0 – extract of highlights
Battery optimization and
faster charging
Update for the AugmentedReality-Head-up-Display
Trained Parking
(Park Assist Plus)
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Improvements in voice
recognition and performance
Improvements in navigation –
integration of smarm data
Ramp-up of
Over-the-Air Updates
Continually integration
Regular 3-4x p.a.
2022
2023 ff.
Continually integration
Update Update Update Update Update Update
WAVE 1
WAVE 2
WAVE 3
Canary Release –
not all customers at once
but rollout in waves
Global Rollout starting
2022 with US, CN
Becoming a mobility partner for our customers is software enabled
2022
2023 ff.
Continually integration
Update Update Update Update Update Update
ID.Digital
INTERNAL
Software enabled interaction
Software enabled continuous improvement
Connected Eco-System: Customer – Car – Volkswagen
Regular Over-the-Air Updates (incl. firmware)
-> more speed, direct feedback, ease of interaction
-> more performance, more features, better usability
Becoming the mobility partner
for our customers
Transforming our business model
enabled by OTA and data-based matchmaking
Business Model 1.0
Business Model 2.0
Focus on initial purchase of a one-time
vehicle configuration
Lifetime monetization of vehicle and (new)
services
Pickung up the pace for Business Model 2.0 Volkswagen car subscription
INTERNAL
Introducing “ID. Trial” –
testing the ID.3 for 30 days
Folie zu ?
ID Trial
27
Creation date: mm.dd.yy | Responsible department for filing: xxxx-xx | CSD-Class: xx.x – xx years
Functions on Demand allow our customers to
upgrade their vehicles over lifetime.
Coming to the ID. Family this year!
Erstellungsdatum: 08.02.21 | Ablageverantwortliche Abteilung: GSC | KSU-Klasse: 12.2 – 20 Jahre
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Part of our Business Model 2.0 The Volkswagen charging ecosystem
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Continuing our Way to Zero
All ID.s on their Way to Zero: the automotive supply chain
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Battery
Assembly
Use
Raw
Materials
100 % green energy in
battery cell
production
100 % renewable
green energy in the
Zwickau factory
Green energy offer +
green energy production
to offset use phase
Green steel
Green aluminum
-> Industry task
Certified: All members of our
ID. Family in Europe are delievered to
customers net carbon neutral
INTERNAL
Proud to contribute every day
Mobility for generations to come
INTERNAL
NEW AUTO und eine konsequente Transformation werden Volkswagen zu einem Global Tech
Player machen – mit spezialisierten und hoch agilen Wettbewerbern für jede Plattform
Volkswagen
Marken
Mechatronics
Volumen
Premium
Wettbewerb
Sport
SSP
Software
Automotive Services
Battery &
Charging
Mobility
Solutions
31.03.2022
CONFIDENTIAL
K-DO, K-FC, K-GS, K-SP | CSD-class: 0.2 – 2 years
2
Um als Tech Player wettbewerbsfähig zu sein, muss „NEW Volkswagen“ die Vielzahl neuer und
alter Geschäftsfelder effizient steuern – und Unternehmertum in Plattformen und Marken stärken
Die Zukunft als New Volkswagen…
31.03.2022
CONFIDENTIAL
…erfordert kulturelle Veränderung und eine
andere Steuerung
Starke Marken, organisiert
in Markengruppen
Verstärkte Synergiehebung
entlang der New Auto
Plattformen
Batteriehersteller & Energy
Service Provider
Mehr Geschwindigkeit in der
Umsetzung
Software-Hersteller
Unternehmerische Freiheit für neue
Geschäftsmodelle und Marken
Anbieter von MaaS/TaaS &
Mobilitätsplattformen
Maßgeschneiderte Aufstellung und
Steuerung der New Auto
Plattformen
K-DO, K-FC, K-GS, K-SP | CSD-class: 0.2 – 2 years
3
Auf Basis der neuen Rollen und Funktionen stellt die dazugehörige Steuerungslogik
ergebnissteigernde Synergien, Speed und unternehmerische Freiheit sicher
Zentrale Elemente der zukünftigen Steuerungslogik
Tech.
Plattformen
MarkenGruppen/
Marken
Konzern
31.03.2022
CONFIDENTIAL
etablieren/ stellen sicher
• … werden in schnellen unternehmerischen Einheiten mit
„Freedom & Responsibilities“ umgesetzt
• Starke konzernzentrale Einheiten und klare
Entscheidungskaskaden setzen ergebnissteigernden Synergien
und Standards der Technologieplattformen durch.
• Marken sind die Schnittstelle zu unseren Kunden
• Eine starke, eigenständige Marke VW PKW ermöglicht eine
klare Steuerung der Markengruppe und trifft schnelle,
unternehmerische Entscheidungen
• Markengruppen reduzieren die Steuerungskomplexität für den
Konzern und stellen das Optimum in der MG sicher
• …richtet als Geschäftsmodellarchitekt das einende Ziel der
Markengruppen und Tech.-Plattformen strategisch aus
• … sichert Synergien – allerdings nur dort, wo für den
Gesamtverbund ein wesentlicher Wettbewerbsvorteil entsteht
• … nimmt hoheitliche, rechtlich erforderliche Aufgaben wahr
K-DO, K-FC, K-GS, K-SP | CSD-class: 0.2 – 2 years
Speed
Unternehmerische
Freiheit
Synergien
6
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