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TRANSCRIPT
Global Megatrends : Societal, Political,
Urbanisation, Cities ⋯
will change our “social-economic European-
model” fundamentally.
Vilvoorde, May 20th, 2014
“We always overestimate the changes that will occur in the next two years
and underestimate the change that will occur in the next ten.” Bill Gates
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Inspiration Sources
§ HORIZONS 2020 : “A thought-provoking look at the future” TNS Infratest (Commissioned by Siemens AG)
§ FUNKY BUSINESS by Kjell Nordström and Jonas Ridderstrale § STOP de Amerikanen by Hans Versnel & Jaap Jan Brouwer § The Economist § Green City Index commissioned by Siemens AG § Mythos Motivation by Reinhard K. Sprenger § Strategic Intuition by William Duggan § VBO/FEB publications
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Agenda
§ Siemens in a nutshell § view on 12000 feet § view on 1000 feet § view on 0 feet § … and what about Innovation …
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Siemens Worldwide: Key figures
As reported in annual reports
In millions of € FY 2012 FY 2013
New orders 75,939 82,351
Revenue 77,395 75,882
Income 4,642 4,212
Free cash flow 4,727 5,257
Employees 366,000 362,000
Revenue by Sector Revenue by Region
Based on customer location
Continuing operations - comparison with previous year
Revenue and employees
Healthcare
18%
Energy 35%
Industry 24%
Infrastructure and Cities
23% 20%
Americas 28% 38%
Germany
14%
Asia, Australia
Employees in thousands
FY
100,000
80,000
60,000
40,000
20,000
2000 1986 1990 1995 0
Revenue in millions of €
2005 2013
500
400
300
200
100
Europe, C.I.S., Africa, Middle East
(excl. Germany)
0
27% 36%
34% thereof DX
26%
Industry 80%
15% & Cities
3%
Hea
lthca
re
Luc Van Overstraeten
Ener
gy
Peter Koninckx
Infr
astr
uctu
re
& C
ities
André Bouffioux
Indu
stry
Eddy Nelis
• Industry Automation • Drive Technologies • Customer Services • Metals Technologies
Siemens Group Belgium – Luxembourg Key figures FY 2013 (Oct. 1st – Sep. 30th)
Sector Leads
André Bouffioux Peter Geilen
CEO and CFO
Business Volume • New orders: 954’ • Revenue: 1”081’
• Rail Systems • Mobility and Logistics • Low and Medium Voltage • Smart Grid • Building Technologies
• Power Generation • Wind Power • Power Transmission • Energy Service
• Imaging & Therapy Systems • Clinical Products • Diagnostics • Customer Solutions Energy
Industry
Healthcare
Infrastructure & Cities
Revenue per sector
Figures according to IFRS Group-Reporting
12000 Feet : Where are we going ?
6
12000 Feet: Something going on – 70 years of peace
7
12000 Feet: Something is going on – Overpopulation, Environment, Food, Growing Cities
8
12000 Feet: Something going on – The rise of different types of Capitalism
9
12000 Feet: Something going on – Classical P&L challenged
10
12000 Feet: Something is going on – Century of Female
11
12000 Feet: Something is going on – Which jobs ? Which business model ?
12
Bild Tanker und Sturm 1000 Feet: How to change course… Create conditions for welfare
13
1000 Feet: Something is going on – “Urban Millenium” Urban Population is growing by 2 citizen per second
Page 14
Jakarta 1975—4.8 Mio Delhi 1972—4.4 Mio Jakarta 1975—4.8 Mio Delhi 1972—4.4 Mio Jakarta 1990—8.2 Mio Delhi 1988—9.7 Mio Jakarta 2000—8.4 Mio Delhi 2000—15.7 Mio Jakarta 2010—9.2 Mio Delhi 2010—22.2 Mio
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1000 Feet: Create conditions for welfare – Performant Enablers
15
75% of energy consumed in cities;
80% of CO2 emissions are produced in cities
Major energy and
climate factor
In 2007 ~50% of the world's population was living in cities, an
increase from 3.5B to 4.7B until 2030
Population
50% of world GDP is produced in cities with a population over 750K
Regional power- houses
"urban millennium"
Page 16
1000 Feet: Something is going on – “Urban Millenium”.
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0 Feet: How to get out.
For some, already too late…
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0 Feet: Dark side of the moon- What happened the last 10 years, as seen by an Indian consultant…
Ø“China Manufactures” for the world
Ø“India Services” the world
Ø“USA Cashes” for themselves
Ø“Europe Relaxes”
To be added: Ø“Belgium Discusses BHV”
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You
Me
0 Feet: Dark Side of the moon- Two scenarios for Europe / Belgium
19
Two scenarios for Europe / Belgium: Scenario 1
- Collective responsibility - Needed based society - Focus on fulfilling needs and enjoy life - We spend what we can - ~ Collectivism
Staat-Collectiviteit
20
Two scenarios for Europe / Belgium: Scenario 2
- Individual responsibility - Merit Based Society - Focus on performance and progress - We spend what we earn - Survival of the fittest
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… and what about Innovation … Innovation creates conditions for welfare –
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Innovation : It’s hard to believe that the way to growth is by being disruptive.
Innovation: Create the Spirit which changed the world’s perception. The idea who will bring us in front.
A company or a business firm basically consists of four different things: 1) capital, dollars, nickels and dimes; 2) machinery and buildings, the dirty and expensive hardware; 3) people, the problematic software; and a 4) basic idea, the most elusive element of all.
HOW TO STIMULATE OUR PEOPLE TO GENERATE IDEAS / Innovation? HOW DO WE LISTEN TO THEM / Let them grow ?
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Siemens – Innovating the Electrical World
Global trends
Digital transformation
Globalization
Urbanization
Demographic change
Climate change Efficient Energy
Application
Power Transmission, Distribution & Smart Grid
Power Generation
Imaging & In-Vitro Diagnos-tics
Today Mid term-2020
Electrification Market growth: ~2-3%
Automation
Digitalization
Market growth: ~4-6%
Market growth: ~7-9%
Market development (illustrative)
Decentralized demand of a growing and aging population
Infrastructure invest-ment needs of urban agglomerations
Global competition driving productivity & localization
Networked world of complex and hetero-geneous systems
Higher resource efficiency in an all-electric world
Unrestricted / © Siemens AG 2014. All rights reserved.
Setting the pace for the next industrial „revolution“
From Industrie 1.0 to Industrie 4.0
1800 1900 2000 Time
Degree of complexity
First Industrial Revolution based on the introduction of mechanical production equipment driven by water and steam power
Second Industrial Revolution based on mass production achieved by division of labor concept and the use of electrical energy
Third Industrial Revolution based on the use of electronics and IT to further automate production
Fourth Industrial Revolution based on the use of cyber-physical systems
First mechanical loom, 1784 First conveyor belt, Cincinnati slaughterhouse, 1870
First programmable logic controller (PLC) Modicon 084, 1969
Unrestricted / © Siemens AG 2014. All rights reserved.
Vision of Industrie 4.0 – Increase efficiency, shorten time-to-market, enhance flexibility
Production Self-optimizing
Self-healing
Engineering Autonomous components
Commissioning Self-configuration
Market Dynamic
requirements Information Up-to-date
Design Integral modeling
Market Satisfied
customers
Unrestricted / © Siemens AG 2014. All rights reserved.
The Future of Manufacturing: Industrie 4.0 – three key elements
Production network Flexible value chains with information available in realtime across company boundaries
1
Fusion of virtual and real world Integration of product design and production engineering for shorter time to market
2
Cyber-physical systems Modular production units with complete and consistent virtual image
3
Unrestricted / © Siemens AG 2014. All rights reserved.
Lever 1: Merging of the real and the virtual worlds
The digital model is always up-to-date and is extended throughout the entire life cycle
• Software, informatics • Mechanics • Electrical, electronics • Automation, HMI • Safety, security • Maintenance
Cyber Physical System (CPS)
Physical manufacturing equipment
Digital model
• Site location, identity
• Status • SW version • Interfaces • …
Contains all the information relating to…
Services Production execution
Production planning
Product design
Production engineering
+
Unrestricted / © Siemens AG 2014. All rights reserved.
Levers 1 and 2: Merging together the virtual and real manufacturing worlds thanks to our Digital Enterprise Platform
TIA Totally Integrated Automation
PLM Product Lifecycle Management
Design and virtual production
Real production
Production planning
Production engineering
Production design
Product design
Unrestricted / © Siemens AG 2014. All rights reserved.
Design and virtual production
Real production
TIA Totally Integrated Automation
PLM Product Lifecycle Management
Production planning
Production engineering
Production execution
Product design
Real and virtual worlds are converging thanks to our Digital Enterprise Platform
Computer-aided motion software (2012)
CAD design software Production of composite materials (2011)
Product cost management (2012)
MES software Life science Industrys (2009)
Industrial quality and production management (2012)
Ethernet communication products and network solutions (2012)
Integrated plant management (2008)
CAE software for simulating and testing of mechatronic systems (2012)
(2007)
MES software Pharmaceutical and biotech Industrys (2011)
Software for production management (2001)
Software for production planning and scheduling (2013)
PLM software integration (2013)
Unrestricted / © Siemens AG 2014. All rights reserved.
"Virtual machine" – Increase in productivity through simulation of the manufacturing process
• Digital "twin" • Simulated manufacture of a workpart • Calculation of manufacturing times
10% increase in productivity during manufacturing and time savings of as much as 80% when installing and setting up the actual machine.
Unrestricted / © Siemens AG 2014. All rights reserved.
VW: Boosting productivity in existing production plant through simulation in machine retrofit project
Industrysoftware von Siemens ist auch für installierte Systeme ein Produktivitätshebel
• Control, drive and safety technology from Siemens
• Virtual model simulates all mechanical, electrical and software components for motion control
• Combined use of SIMOTION and PLM software
• Direct data link between PLS and press working line control units
• Performance enhancement and energy savings of up to 40%
Industry software from Siemens can also leverage productivity in legacy systems
Press Line Simulation (PLS) for retrofit of a 17-year-old press line
Unrestricted / © Siemens AG 2014. All rights reserved.
TRUMATCH: Engineer-to-process & data management platform
Value Benefits: Increased market share and accuracy through a “learning system”
Power Generation Services
Flat and market driven organization along the value chain will capture growth opportunities
Div
isio
ns (G
loba
l P&
L)
1) Commonwealth of Independent States
Managing Board
Market Americas Global
Healthcare Middle
East, CIS1) Asia,
Australia Europe, Africa
Financial Services
Power and Gas
Wind Power and
Renewables
Mobility
Energy Manage-
ment
Building Techno-logies
Digital Factory
Process Industries and Drives
Healthcare
Separately managed
Corporate Core Corporate Services
PG
MO PS
WP
EM BT DF PD HC SFS
Go-
to-m
arke
t
Restricted © Siemens AG 2013 All rights reserved.
Thank you for your attention
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