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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 1 of 22
Silicones: A Modern Class Of Materials
} More than 3,000 products of 7 product groups at WACKER are based on only 2 raw materials
Silicon Metal
Fluids & Emulsions Elastomers
Silanes 7
PRODUCT GROUPS
2 RAW MATERIALS
Resins OF Silanes Pyrogenic Silica
> 3,000 PRODUCTS
IN A VARIETY
OF APPLI-CATIONS
Methanol
Siloxane
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 2 of 22
Silicones: A Versatile Class Of Materials
} Customized products with unique set of properties
Hydrophobic
Hydrophilic
Formable
Form stable
Adhesive
Release
Electrically conducting
Insulating
} Thermal stability } UV-resistant } Inert } Chemical resistant
amongst others
Broad spectrum of adjustable properties
Silicones are High Performance
Products, suitable for multiple applications
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 3 of 22
Source: Market studies, Annual reports, WACKER estimates 1) Backward integrated Sx-suppliers only
Market Structure by Application Segment
Silicones Create Value In Many Industries
Consumer Care Manufacturing Machinery
Energy & Electronics
Coatings
Advanced Processing & Performance Additives
Automotive Health Care
Construction
10%
4%
9%
14%
15%
32%
10%
5%
CAGR 2006-2016: ~5%
Market Portfolio
2016 ~ €11.9 bn 1)
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 4 of 22
Source: Megatrends Update, z punkt
What are Megatrends?
Megatrends Time Horizon
Reach
Megatrends can be observed over decades. Quantitative, empirically unambiguous megatrend indicators are available for the present and can be projected – with high probabilities – at least 15 years into the future.
Megatrends impact comprehensively on all regions and actors – governments, individuals and their consumption patterns, but also businesses and their strategies.
Intensity of Impact Megatrends cause fundamental, multidimensional transformations of all societal subsystems, whether in politics, society, or the economy. Their precise features vary according to the region in question.
Megatrends are long-term processes of transformation with a broad scope and a dramatic impact. They are considered to be powerful factors which shape future markets.
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 5 of 22
Defining The Right Ones
Energy Environment Digitization
Construction Ageing Population Living Comfort
3D-Printing e-Mobility Rising Resource Consumption Population Growth
Consolidation New Power Centres Emerging
Urbanization Global Marketplace
} The proper identification of the most relevant megatrends to a particular business is key to
its long-term success
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 6 of 22
Key Drivers For WACKER’s Silicone Business – Serving a Changing World
} Silicones support these megatrends with their high functionality & versatility
Living Comfort
Urbanization
Resource Savings
Mobility
} Worldwide GDP per capita is growing continuously
} Longer life expectancy of 69,6 years requires new solutions for health & wellbeing
} Today already 50% of population lives in cities
} Investments in infrastructure rise to cope with megacities
} Intelligent logistics are a major topic
} Scarcity of natural resources
} 9 billion people will live in 2050
} Pressure on growing CO2 emissions (worldwide 4.9 tons per capita in 2011)
} 6% of growth of global auto mobility market
} Safety, security & sustainability demand for more electronics
} Individual mobility is driven by increased global wealth
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 7 of 22
Significance of These Megatrends For The T&D World
} A closer look reveals that all megatrends are based on safe and sufficient supply of energy
Living Comfort
Urbanization
Resource Savings
Mobility
} Increasing electricity consumption per household as more and more white goods get widely affordable
} Increasing electricity consumption of the industry because of the increasing output
} Street lighting and providing the high concentration of households and businesses with electricity requires adaptation of the infrastructure to these challenges
} Increasing share of renewable energy poses new challenges to transmission and distribution network operators
} The forecasts and plans regarding the share of electric vehicles predict a major change in our electricity consumption habits, posing new network challenges
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 8 of 22
Energy Consumption 2013 Per Capita For Selected Countries With Regional Split
Source: CIA World Factbook, Vers. 1 2014
0
5,000
10,000
15,000
20,000
25,000
Ener
gy c
onsu
mpt
ion
per c
apita
[kW
h/ca
pita
]
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 9 of 22
The Challenges Might Be Different, But The Reason And The Goal Are The Same
} Generation, transmission and distribution of energy are the major drivers and prerequisites for social and economic development
} Developing markets need to
establish power supply
} Highly industrialized countries
need to redesign their electrical
networks
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 10 of 22
1903
Consortium, Munich
WACKER: Fit For Megatrends Through Over 100 Years Of Expertise In Chemistry
Foundation
October 13, 1914 1919
First HQ, Munich Consortium, Munich Dr. Alexander von Wacker
1846 – 1922
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 11 of 22
Globally Present and Close to Customers: The World of WACKER
Production sites Production sites and technical centers
Sales offices Sales offices and technical centers
Production sites and sales offices
Production sites, sales offices and technical centers
} Our entrepreneurial activities are customer-centered to help meet customer goals and needs.
} With 25 production sites and 50 sales offices, we are where our customers are.
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 12 of 22
Silicones Are Of Key Importance For WACKER, Both By Size And By Growth Rate
} Energy applications are an important part of the silicones business of WACKER
43%
26%
24%
4% 3%
Sales Growth (2014 – 2016)
15%
12%
4%
17%
0% 2% 4% 6% 8%
10% 12% 14% 16% 18%
Group Sales* 2016
€4.63bn + 11% WACKER
WACKER SILICONES
WACKER POLYMERS
WACKER POLYSILICON
WACKER BIOSOLUTIONS
Others
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 13 of 22
Sub-segments Posing Different Challenges Need Tailor-made Solutions
} WACKER SILICONES provides complete silicone solutions for the T&D and Cables markets
Hollow Core Insulators Rod Insulators Cable Accessories
Wire & Cable Insulating Fluids HV Insulator Coating
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 14 of 22
Rod and Hollow Core Composite Insulators & Arresters
POWERSIL® for insulators and arresters
Advantages
} Protection against flashover due to hydrophobic properties
} Light weight compared to porcelain or glass } Weathering resistance } Gun shot resistance (vandalism) } Resistant against mechanical shock (earthquake)
Processing
} Injection molding } Extrusion
Products } POWERSIL® 310 } POWERSIL® 3100
} Casting } Modular
} POWERSIL® 600 } POWERSIL® XLR® 630
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 15 of 22
High Voltage Insulator Coatings
POWERSIL® for insulator coating
Advantages
} Hydrophobicity and hydrophobicity transfer } Protection against flashover } No maintenance or regular cleaning
necessary } Excellent weathering and UV resistance } Good adhesion on insulator surface
(porcelain, glass, epoxy resin)
Processing
} Spraying
Products } POWERSIL® 567 } POWERSIL® 552 (with ATH) } POWERSIL® 577 PLUS (solvent-free)
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 16 of 22
Cable Accessories
POWERSIL® and ELASTOSIL® for cable accessories
Advantages
} Temperature independent dielectric properties } Long term stability against high temperatures } Conductive or insulating according
to the application
Processing
} Casting } Injection molding } Extrusion
Products insulating + electrically conductive grades } ELASTOSIL® } POWERSIL® } POWERSIL® XLR®
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 17 of 22
Cable Insulations
ELASTOSIL® for cables
Advantages
} Materials are designed to meet a service temperature from -50°C up to +200°C
} Special grades are available for use in a temperature range up to +300 °C
} Excellent aging resistance, even under extreme conditions
} Easy and cost-effective to process } Multiple delivery forms
Processing
} Extrusion
Products } ELASTOSIL® R } SILMIX® R CG
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 18 of 22
Silicone Gels & Pastes
POWERSIL® gels for filling of hollow core insulators and cable joints
POWERSIL® pastes for cable terminations and cable joints, sealant and lubricant
} High dielectric strength
} Good insulating properties
Products
} POWERSIL® Gel
} POWERSIL® Paste AP and Paste AF
} WACKER Silicone Paste P 250 and P 300
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 19 of 22
Maintanence Materials
POWERSIL® SHINE for
} Servicing and cleaning of electrotechnical equipment
} Aesthetical improvement of deteriorated and polluted surfaces of technical equipment
} Applicable for composite, ceramic, glass and epoxy insulators
POWERSIL® SHINE properties:
} Solvent free
} Ready-to-use
} Easy to use
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 20 of 22
Silicone Solutions Continue To Gain Further Importance In T&D And Cables
} WACKER stays to be a technological leader in providing the T&D world with cutting edge silicone solutions for a safe power supply that allows social and economic development
} Hydrophobicity and the transfer of this hydrophobicity to the pollution layers, UV-resistance, crack resistance and light weight offer silicone composite insulators net advantages over competing solutions, therefore:
} More and more new power lines are fit with silicone composite insulators
} More and more factory new glass insulators are sold with an RTV silicone coating
} More and more installed ceramic insulators are coated with RTV silicone rubber
} Fire safety cables with a silicone sheathing continue to be in focus due to the urbanization
} Worldwide spreading e-Mobility boosts the demand for silicone cables in Automotive
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 21 of 22
Disclaimer
The information contained in this presentation is for background purposes only and is subject to amendment, revision and updating. Certain statements and information contained in this presentation may relate to future expectations and other forward-looking statements that are based on management's current views and assumptions and involve known and unknown risks and uncertainties. In addition to statements which are forward-looking by reason of context, including without limitation, statements referring to risk limitations, operational profitability, financial strength, performance targets, profitable growth opportunities, and risk adequate pricing, as well as the words “may, will, should, expects, plans, intends, anticipates, believes, estimates, predicts, or continue”, “potential, future, or further”, and similar expressions identify forward-looking statements. By their nature, forward-looking statements involve a number of risks, uncertainties and assumptions which could cause actual results or events to differ materially from those expressed or implied by the forward-looking statements. These include, among other factors, changing business or other market conditions and the prospects for growth anticipated by the Company's management. These and other factors could adversely affect the outcome and financial effects of the plans and events described herein. Statements contained in this presentation regarding past trends or activities should not be taken as a representation that such trends or activities will continue in the future. The Company does not undertake any obligation to update or revise any statements contained in this presentation, whether as a result of new information, future events or otherwise. In particular, you should not place undue reliance on forward-looking statements, which speak only as of the date of this presentation.
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Silicones Accompany Economic & Social Megatrends Andrei Szabo, INMR World Congress, November 2017 22 of 22
Thank You For Your Attention
