Upload
others
View
5
Download
0
Embed Size (px)
Citation preview
Unlocking the potential
of digital transformation
Dr. Roland Busch, CTO and Member of the
Managing Board of Siemens AG
Twitter: @BuschRo Unrestricted © Siemens AG 2018
We’ve scaled up our digital offerings
December 2016
Achieve double-digit annual growth
in digital businesses
Create new digital offerings,
roll-out of MindSphere
Increase R&D investment to over $6 bn $6.3 bn R&D investment in Electrification,
Automation, and Digitalization
Software and digital services
businesses grew by 20%
More than 250 digital offerings (digital
services and industrial applications),
1 million connected assets (+25%)
December 2017
Unrestricted © Siemens AG 2018
March 27, 2018 Page 2 Twitter : @BuschRo
The financial statements of the Siemens Group are reported in Euro. For this presentation selected
numbers have been translated to US-$ with the spot rate as of Feb. 28, 2018 (€1=$1.2214)
Expanding our digital footprint by increasing our spending for research and development
5.0 6.3 ~6.9
FY2014 FY2017 FY2018e
~+40% $1.5 bn R&D in digital business in FY 2017
20% R&D intensity for digital business
Currently 24,500 software engineers globally
*in billions of US dollars
US R&D investment 2017: +16% to $1.3 bn
Unrestricted © Siemens AG 2018
March 27, 2018 Page 3 Twitter : @BuschRo
The financial statements of the Siemens Group are reported in Euro. For this presentation selected
numbers have been translated to US-$ with the spot rate as of Feb. 28, 2018 (€1=$1.2214)
Unrestricted © Siemens AG 2018
March 27, 2018 Page 4 Twitter : @BuschRo
Atellica: ultrafast and flexible diagnostics platform
Unrestricted © Siemens AG 2018
March 27, 2018 Page 4 Twitter: @BuschRo
Unrestricted © Siemens AG 2018
March 27, 2018 Page 5 Twitter : @BuschRo
Mireo: innovative platform for premium-class mass transit
Unrestricted © Siemens AG 2018
March 27, 2018 Page 5 Twitter: @BuschRo
Unrestricted © Siemens AG 2018
March 27, 2018 Page 6 Twitter : @BuschRo
1,100 kV: record- breaking HVDC
Unrestricted © Siemens AG 2018
March 27, 2018 Page 6 Twitter: @BuschRo
Restricted © Siemens AG 2017
March 27, 2018 Page 7 Siemens Innovation Day 2017
3D printing of gas turbine blades
Unrestricted © Siemens AG 2018
March 27, 2018 Page 7 Twitter: @BuschRo
Additive Manufacturing
Autonomous Robotics
Blockchain Applications
Connected (e)Mobility
Connectivity and Edge Devices
Cybersecurity Data Analytics, Artificial Intelligence
Distributed Energy Systems
Energy Storage
Future of Automation
Materials Power Electronics Simulation and Digital Twin
Software Systems and Processes
Innovation with a clear focus – Siemens Company Core Technologies
Unrestricted © Siemens AG 2018
March 27, 2018 Page 8 Twitter: @BuschRo
Improving innovation speed and capital allocation with Siemens Company Core Technologies
Full innovation cycle: university collaboration – applied research – advanced applications and prototyping
Covering technological as well as business model innovations
Output-driven and market-oriented
Tapping outside innovations with partners/ecosystem and next47
$600 million focused investments
Unrestricted © Siemens AG 2018
March 27, 2018 Page 9 Twitter: @BuschRo
The financial statements of the Siemens Group are reported in Euro. For this presentation selected
numbers have been translated to US-$ with the spot rate as of Feb. 28, 2018 (€1=$1.2214)
Speed and scale
Our innovation and digitalization agenda
Unrestricted © Siemens AG 2018
March 27, 2018 Page 10 Twitter: @BuschRo
Digitalization is a key driver of innovation and growth
Digitalization
Automation
Electrification
~+8%
~+3%
+1-3%
Revenue FY 2017
Siemens
software ~$4.9 bn
Enhanced
automation ~$23 bn
Enhanced
electrification ~$53 bn
Classic
services
~$21 bn
Digital
services ~$1.5 bn
MindSphere
Market growth
CAGR FY 18 – 22 +20% nominal1)/+11% excl. Mentor
Revenue digital businesses: $6.4 bn 1) Total growth: +20% (+20% in software, +20% in digital services) Growth excluding Mentor Graphics acquisition: +11% (+9% in software, +20% in digital services)
Unrestricted © Siemens AG 2018
March 27, 2018 Page 11 Twitter : @BuschRo
The financial statements of the Siemens Group are reported in Euro. For this presentation selected
numbers have been translated to US-$ with the spot rate as of Feb. 28, 2018 (€1=$1.2214)
• Deep domain know-how in a broad range of markets and industries
• Strong installed base/connected fleet
• Powerful ecosystem
• Unmatched digital portfolio: MindSphere, Software, Services, Security
• Numerous Siemens internal use cases as proof points
Our offering differentiates us clearly from our competitors
Unrestricted © Siemens AG 2018
March 27, 2018 Page 12 Twitter: @BuschRo
Siemens is among the top 10 of the biggest software companies worldwide
We‘ve invested more than US$10 billion in U.S. software acquisitions since 2007
*
*minority equity investment
Recent acquisitions and partnerships
Unrestricted © Siemens AG 2018
March 27, 2018 Page 13 Twitter : @BuschRo
Siemens ecosystem
Application developers
Technology & Infrastructure partners
Integrators
Customers
Unrestricted © Siemens AG 2018
March 27, 2018 Page 14 Twitter: @BuschRo
Closed loop innovation – the digital twin improves development, production and operation
Digital Performance
Twin
Digital Product
Twin
Digital Production
Twin
Digital Performance
Twin
Digital System
Twin
Digital Construction
Twin
powered by MindSphere
Unrestricted © Siemens AG 2018
March 27, 2018 Page 15 Twitter: @BuschRo
MindSphere, open cloud-based IoT operating system
• Connectivity
• Strong partner ecosystem
• Closed-loop innovation
• Advanced analytics and machine learning
• Powerful industrial applications and digital services
Scaling up with AWS
Unrestricted © Siemens AG 2018
March 27, 2018 Page 16 Twitter: @BuschRo
Developments of our digital offerings over the last 12 months
doubled number of customers: plus 2,900
4x increase of digital offerings: more than 250
+25% connected assets: 1 million devices and systems
Unrestricted © Siemens AG 2018
March 27, 2018 Page 17 Twitter: @BuschRo
How to turn data into value?
How to create digital offerings?
The digitalization of industries requires a different approach
Unrestricted © Siemens AG 2018
March 27, 2018 Page 18 Twitter: @BuschRo
How to turn data into value? MindSphere Application Centers for Siemens digital offerings
Co-location
Customer
Domain know-how/vertical expertise
Digitally enhanced services Industrial apps Integrated digital solutions Digital offerings
Co-creation IoT integration competence
Data analytics capabilities
MindSphere and software portfolio
Unrestricted © Siemens AG 2018
March 27, 2018 Page 19 Twitter : @BuschRo
20 MindSphere Application Centers
50 Locations in 17 countries across the globe
~900 software developers, data specialists and engineers
MindSphere Application Centers for Siemens digital offerings
Speed and scale
Unrestricted © Siemens AG 2018
March 27, 2018 Page 20 Twitter: @BuschRo
Rail Mobility & Infrastructure Oil & Gas Distribution System Operators
Chemical, Pharma
Mining
Industry Services
Power Utilities
Auto, Electronics
Battery Technology Road Mobility & Infrastructure
Healthcare Providers
Minerals, Cement, Fiber
Airports
Pumps, Fans, Compressors Buildings Machine Tool Builders Distributed Energy Systems Food & Beverage
Water & Waste Water
Cities
Unrestricted © Siemens AG 2018
March 27, 2018 Page 21 Twitter : @BuschRo
MindSphere Application Centers – Locations around the globe
Dubai Singapore
Hong Kong
Riyadh
Erlangen Karlsruhe
Munich
Abu Dhabi
Frankfurt
Nuremberg Newcastle upon Tyne
Moscow Vienna Dublin
Renningen
Istanbul Budapest
Noida
Nottingham
Sao Paulo
Seville
London
Perth Gurgaon
Shanghai
Oslo Bad Neustadt
Berlin
Berkeley
Atlanta
Austin
Foster City
Pittsburgh
Alpharetta
Orlando
Pune
Unrestricted © Siemens AG 2018
March 27, 2018 Page 22 Twitter : @BuschRo
Unrestricted © Siemens AG 2018
March 27, 2018 Page 23 Twitter : @BuschRo
Berkeley
Atlanta
Austin
Foster City
Pittsburgh
Alpharetta
Orlando
MindSphere Application Centers
in the United States
• Alpharetta: Process Industries
• Atlanta: Rail Mobility & Infrastructure
• Austin: Buildings and Distributed Energy Systems
• Berkeley and Orlando: Utilities and Oil & Gas
• Foster City: Municipalities & Distribution System Operators
• Pittsburgh: Pumps, Fans, Compressors
The U.S. has the largest MindSphere Application Center footprint outside of Germany
Unrestricted © Siemens AG 2018
March 27, 2018 Page 23 Twitter : @BuschRo
Amtrak Rolling stock
33% fewer delays thanks to predictive maintenance
Large US power station Drive train analytics
< 75 minutes instead of 6-8 hours to re-commission drives
MindSphere Application Centers – Creating value for customers
Jacksonville Grid infrastructure
$1 million savings per year with advanced metering
Unrestricted © Siemens AG 2018
March 27, 2018 Page 24 Twitter : @BuschRo
Siemens is driving digitalization on all levels
Clear and focused R&D capital allocation to drive differentiation
Leverage domain know-how, digital portfolio and customer relationship
Growing digital businesses by more than 10 percent
Speed and scale
Unrestricted © Siemens AG 2018
March 27, 2018 Page 25 Twitter : @BuschRo