SKF Automotive CMD 2013 © SKF Group CMD 2013 SKF Automotive speakers Tryggve Sthen President SKF Automotive Bernd Stephan Director, Business unit Trucks Edward Holweg Director, Product and Systems Development © SKF Group CMD 2013 Special focus – Trucks © SKF Group CMD 2013 Global truck sales (GVW>6t) Source: LMC Report Q2 2013 © SKF Group CMD 2013 Regional trucks sales (GVW>6t) Total growth 2013/2012: +0,2% Values in K units 2010 2 000 1 800 +0,9% 1 600 2011 1 400 1 200 1 000 2012 800 +4,5% 600 400 -11,2% FC2013 200 0 W.Europe Source: LMC Report Q2 2013 © SKF Group CMD 2013 N.America Asia Regional trucks production (GVW>6t) Total growth 2013/2012: +3% Values in K units 2010 2 000 +4,2% 1 800 1 600 2011 1 400 1 200 1 000 2012 800 600 -0,4% -6,6% 400 FC2013 200 0 W.Europe Source: LMC Report Q2 2013 © SKF Group CMD 2013 N.America Asia Regional trucks production vs SKF (GVW>6t) Values in K units Total growth 2013/2012: +3% 2 000 SKF +22,9% LMC +4,2% 2010 1 800 1 600 2011 1 400 1 200 1 000 800 600 SKF +6,0% LMC -6,6% 2012 SKF -10,6 LMC -0,4% 400 FC2013 200 0 W.Europe Source: LMC Report Q2 2013 © SKF Group CMD 2013 N.America Asia Growing the trucks, trailers and bus business High growth rates in BRIC countries especially strong in Brazil (128%) & China (28%) Growth in China/ Asia facilitated by local production of new Jinan factory Gaining share from Japan Truck OE in Asia Extended growth with Japan Truck aftermarket business in Asia Higher growth rate of up to 25% with winning customers Additional sales growth with launch of European products in BRIC countries Additional growth with application specific products © SKF Group CMD 2013 Growing with winning customers Recent successful cases SKF Split Truck Hub Unit SKF Bus Door Actuator SKF Gear Bearing Unit High pressure valve stem seal Transmission bearings © SKF Group CMD 2013 Scania Stefan Palskog, VP Product Development © SKF Group CMD 2013 Scania Close cooperation Local footprint with global support Short lead times and high flexibility © SKF Group CMD 2013 CNHTC Ma Chunji, Chairman © SKF Group CMD 2013 CNHTC High quality Advanced technology Innovation Brand image © SKF Group CMD 2013 Business unit Trucks – Fit for future Cost reduction from sourcing and design SKF Germany sourcing of rings, rollers and cages from SKF Ukraine Further outsourcing of “non-core processes” New Jinan factory cost structure as a competitive model for Asia market Optimization of cost by increasing factory flexibility Optimization of capacity utilization Productivity and improvements through channel upgrades Increased use of technical centres in Asia for engineering support SKF India – Fit for future project Energy saving projects to reduce CO2 footprint © SKF Group CMD 2013 Special focus – SKF knowledge engineering © SKF Group CMD 2013 Automotive business drivers Trucks, trailers and buses Fuel efficiency Trouble free operation Total cost of ownership © SKF Group Slide 15 CMD 2013 13 April 2015 Energy efficient solution for bus doors SKF Bus Door Actuator © SKF Group Slide 16 CMD 2013 13 April 2015 SKF Gear Bearing Unit for a heavy-duty truck engine © SKF Group Optimized wheel bearing solution for local need SKF Split Truck Hub Unit © SKF Group Slide 19 CMD 2013 13 April 2015 Engineering case – Key model production SKF helped CNHTC optimize performance of newgeneration trucks and adapt them to local environment. SKF Split Truck Hub Unit © SKF Group Slide 20 CMD 2013 13 April 2015 Fuel reducing system keeping track on the pressure Tyre pressure monitoring system © SKF Group Slide 21 CMD 2013 13 April 2015 SKF knowledge engineering Next station …. © SKF Group Slide 22 CMD 2013 13 April 2015