SIEMENS AG Dr. Jan Mrosik | CEO Digital Factory Division
Morgan Stanley Digital Day | London | March 20, 2017
© Siemens AG 2017
siemens.com
Notes and forward-looking statements
This document contains statements related to our future business and financial performance and future events or developments involving Siemens that may constitute forward-looking statements. These statements may be identified by words such as "expect," "look forward to," "anticipate" "intend," "plan," "believe," "seek," "estimate," "will," "project" or words of similar meaning. We may also make forward-looking statements in other reports, in presentations, in material delivered to shareholders and in press releases. In addition, our representatives may from time to time make oral forward-looking statements. Such statements are based on the current expectations and certain assumptions of Siemens' management, of which many are beyond Siemens' control. These are subject to a number of risks, uncertainties and factors, including, but not limited to those described in disclosures, in particular in the chapter Risks in the Annual Report. Should one or more of these risks or uncertainties materialize, or should underlying expectations not occur or assumptions prove incorrect, actual results, performance or achievements of Siemens may (negatively or positively) vary materially from those described explicitly or implicitly in the relevant forward-looking statement. Siemens neither intends, nor assumes any obligation, to update or revise these forward-looking statements in light of developments which differ from those anticipated.
This document includes - in IFRS not clearly defined - supplemental financial measures that are or may be non-GAAP financial measures. These supplemental financial measures should not be viewed in isolation or as alternatives to measures of Siemens' net assets and financial positions or results of operations as presented in accordance with IFRS in its Consolidated Financial Statements. Other companies that report or describe similarly titled financial measures may calculate them differently.
Due to rounding, numbers presented throughout this and other documents may not add up precisely to the totals provided and percentages may not precisely reflect the absolute figures.
The Siemens strategy is built on Electrification - Automation - Digitalization
Digitalization
Siemens Digital Services
MindSphere
Siemens Software
Automation
Electrification
Digitally enhanced Electrification and Automation
Early focus on digitalization drives value and growth
Revenue FY 2016
Market CAGR FY17-20
Strategic direction
Digitalization
Leader
Siemens software
~€3.3bn
Digital services
~€1.0bn
~+8%
Strengthen leadership
by combining software,
Automation
Global #1
IoT operating system MindSphere
Enhanced automation
~€18bn
+12%1)
Classic services
+3-4%
platforms & services
Expand #1 position and utilize for digitalization
Electrifi- cation
Leader
Enhanced electrification
~€42bn
~€17bn
+1-2%
Differentiate through enhanced offerings with automation & digitalization
Note: Figures based on Industrial Business 1) Growth FY15 to FY16, rebased
Siemens with long-standing #1 position in automation -
combined with the power of Siemens Software
Siemens Software -
virtual world
Siemens automation - physical world
ORSI
**
Announced:
SIMATIC*
Totally Integrated Automation - TIA*
Desigo CC*
Spectrum Power ADMS*
1958
1996
2000
2006
2010 2012
2014
2016
* In-house developments/digital upgrades
** Cooperation
Digital Enterprise is our leading and most comprehensive portfolio of solutions for the digital transformation
Digital EnterpriseProcess Industries Discrete Industries
Product design
Process and plant design
Engineering Operation Services
Product design
Production planning
Production engineering
Production
execution Services
Industrial Software and Automation for process industries
Industrial Communication
Industrial Software and Automation for discrete industries
Industrial Security
Digital Enterprise Suite
Industrial Services
Digitalization of the field level
Digital Enterprise is our leading and most comprehensive portfolio of solutions for the digital transformation
Digital EnterpriseProcess Industries Discrete Industries
Product design
Process and plant design
Engineering Operation Services
Product design
Production planning
Production engineering
Production
execution Services
Industrial Software and Automation for process industries
Industrial Communication
Industrial Software and Automation for discrete industries
Industrial Security
Digital Enterprise Suite
Industrial Services
Digitalization of the field level
We help our customers to meet their essential requirements - throughout the manufacturing industry
Speed Flexibility Quality EfficiencySecurity
Integrating and digitalizing the entire value chain
is key to staying competitive in the future
Third party applications
Cloud-based, open IoT operating system: MindSphere
Product design
Production planning
Production engineering
Production execution
Services
Collaboration platform: Teamcenter
Suppliers and logistics
Creating a Digital Twin of the entire value chain
Third party applications
Cloud-based, open IoT operating system: MindSphere
Pr
Product oduct
gn
desidesign
Pr
Production oduction
ng
planniplanning
Pr
Production oduction
engi
engineering neering
Pr
Production oduction
execution execution
ces
ServiServices
Collaboration platform: Teamcenter Suppliers and logistics
The Digital Twin in detail
Integrating technical domains into ONE data model
Digital Twin of the product
ThDiridgpitaarltyTwapipnliocafttiohnes
production process
Digital Twin of the equipment
Cloud-based, open IoT operating system: MindSphere
Pr
Product oduct
gn
desidesign
Pr
Production oduction
ng
planniplanning
Pr
Production oduction
engi
engineering neering
Pr
Production oduction
execution execution
ces
ServiServices
Collaboration platform: Teamcenter Suppliers and logistics
Publishing the optimized Digital Twin to all stakeholders
Integrating and digitalizing the entire value chain with a holistic approach
Product design
Production planning
Production engineering
Production execution
Service
Design a product by integrating CAD/CAE/CAM
Product design
Innovate with 3D simulation
Product design
Simulate, analyze and optimize
assembly processes and ergonomics
Production planning
Simulate and validate automation equipment virtually
Production engineering
Automated Engineering:
PLC code generation for TIA Portal
Digital Twin of SIMATIC S7-1500
Setup of a complex production cell using the Digital Twin
Virtual production cell Real productioncell
Use case of Digital Twin in body shop Pilot project with BMW Group
Coordinate manufacturing of individualized products
Production execution
Transform data into knowledge with MindSphere
Service
MindSphere - the cloud-based, open IoT operating system from Siemens
MindApps
Open ecosystem of applications
Apps from Siemens, manufacturers, operators and app developers
MindSphere
01
10 00
01 10 11
MindSphere
Various cloud infrastructures: Public, private or on-premise
Operational data integrated with the Digital Twin to optimize simulation and engineering (model-based analytics)
01 10
11 01
00 0110
10 | 10 | 10 | 10 | 10 | 01 | 10 | 01 |
01 | 01 | 01 | 01 | 01 | 00 | 01 | 00 |
01 | 01 | 01 | 01 | 01 | 11 | 01 | 11 |
11 | 11 | 11 | 11 | 11 | 10 | 00 | 10 |
10 1101
10 01
01 01
01 11
11 01
1010
0101
01 0100
00 0011
MindConnect
Installed base of millions of devices
Open standards (e.g. OPC UA) for connectivity
Secure plug-and-play connection of Siemens and 3rd party products
© Siemens AG 2017
Digital Enterprise Suite - Siemens' answer to customer requirements
© Siemens AG 2017
Page 23 March 20, 2017
The perfect fit to expand our leadership in the Digital EnterpriseJan Mrosik | CEO Digital Factory Division | Siemens AG
Mechanical and environmental design and simulation
Mechanical and environmental design and simulation
Embedded
software design and simulation
NEW - Electronics design and simulation with Mentor Graphics The most holistic Digital TwinDesign and simulation of mechanics, environment, softw are, and electronics on
a single collaboration platform
Jan Mrosik | CEO Digital Factory Division | Siemens AG
© Siemens AG 2017
Page 29 March 20, 2017
Our offering separates us clearly from competition
Deep domain know-how in broad range of markets and industries
Strong installed base / connected fleet
Unmatched Digital Enterprise portfolio: Industrial Software, Automation, MindSphere, Communication, Security, Services
Numerous use cases as proof points
Powerful ecosystem
© Siemens AG 2017
Page 30
March 20, 2017
Jan Mrosik | CEO Digital Factory Division | Siemens AG
Siemens AG published this content on 20 March 2017 and is solely responsible for the information contained herein.
Distributed by Public, unedited and unaltered, on 20 March 2017 09:57:05 UTC.
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