driving the digital enterprise - global | siemens · financial measures should not be viewed in...

29
Driving the Digital Enterprise Dr. Jan Mrosik | CEO Digital Factory Division Morgan Stanley Digital Day | London | March 20, 2017 siemens.com © Siemens AG 2017

Upload: others

Post on 05-Feb-2020

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

Driving the Digital Enterprise

Dr. Jan Mrosik | CEO Digital Factory Division Morgan Stanley Digital Day | London | March 20, 2017

siemens.com © Siemens AG 2017

Page 2: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 2 Jan Mrosik | CEO Digital Factory Division | Siemens AG

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.

Page 3: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 3 Jan Mrosik | CEO Digital Factory Division | Siemens AG

The Siemens strategy is built on Electrification – Automation – Digitalization

Digitalization

Electrification

Automation

Siemens Software

MindSphere

Siemens Digital Services

Digitally enhanced Electrification and Automation

Page 4: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 4 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Early focus on digitalization drives value and growth

Note: Figures based on Industrial Business 1) Growth FY15 to FY16, rebased

Digitalization Leader

Automation Global #1

Electrifi- cation Leader

Strategic direction

Expand #1 position and utilize for digitalization

Differentiate through enhanced offerings with automation & digitalization

~+8%

+3-4%

+1-2%

Market CAGR FY17-20

~€1.0bn ~€3.3bn

Revenue FY 2016

~€18bn

Enhanced automation

~€42bn

Enhanced electrification

Siemens software

Classic services

~€17bn

Digital services Strengthen leadership by combining software,

platforms & services IoT operating system MindSphere

+12%1)

Page 5: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 5 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Spectrum Power ADMS*

Siemens automation – physical world

Totally Integrated Automation – TIA*

1958 2000 2014 2010 2012 2016 2006 1996

O R S I SIMATIC*

Siemens Software – virtual world

Siemens with long-standing #1 position in automation – combined with the power of Siemens Software

* In-house developments/digital upgrades ** Cooperation

Announced:

Desigo CC*

**

Page 6: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 6 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Digital Enterprise is our leading and most comprehensive portfolio of solutions for the digital transformation

Digital Enterprise

Industrial Software and Automation for process industries

Industrial Communication

Industrial Software and Automation for discrete industries

Industrial Security

Industrial Services

Process and plant design

Engineering Operation Services

Process Industries Discrete Industries

Product design

Production planning

Production engineering

Production execution Services

Digital Enterprise Suite

Product design

Digitalization of the field level

Page 7: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 7 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Digital Enterprise is our leading and most comprehensive portfolio of solutions for the digital transformation

Digital Enterprise

Industrial Software and Automation for process industries

Industrial Communication

Industrial Software and Automation for discrete industries

Industrial Security

Industrial Services

Process and plant design

Engineering Operation Services

Process Industries Discrete Industries

Product design

Production planning

Production engineering

Production execution Services

Digital Enterprise Suite

Product design

Digitalization of the field level

Page 8: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 8 Jan Mrosik | CEO Digital Factory Division | Siemens AG

We help our customers to meet their essential requirements – throughout the manufacturing industry

Security

Speed Flexibility Quality Efficiency

Page 9: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 9 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Integrating and digitalizing the entire value chain is key to staying competitive in the future

Cloud-based, open IoT operating system: MindSphere

Third party applications

Suppliers and logistics

Collaboration platform: Teamcenter

Services Production execution

Production engineering

Production planning

Product design

Page 10: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 10 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Product design

Production planning

Production engineering

Production execution

Services

Collaboration platform: Teamcenter

Suppliers and logistics

Third party applications

Cloud-based, open IoT operating system: MindSphere

Product design

Production planning

Production engineering

Production execution

Services

Creating a Digital Twin of the entire value chain

Page 11: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 11 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Product design

Production planning

Production engineering

Production execution

Services

Collaboration platform: Teamcenter

Suppliers and logistics

Third party applications

Cloud-based, open IoT operating system: MindSphere

Product design

Production planning

Production engineering

Production execution

Services

The Digital Twin in detail Integrating technical domains into ONE data model

Digital Twin of the product

Digital Twin of the production process

Digital Twin of the equipment

Page 12: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 12 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Publishing the optimized Digital Twin to all stakeholders

Page 13: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 13 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Integrating and digitalizing the entire value chain with a holistic approach

Product design

Production planning

Production engineering

Production execution

Service

Page 14: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 14 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Design a product by integrating CAD/CAE/CAM

Product design

Page 15: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 15 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Innovate with 3D simulation

Product design

Page 16: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 16 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Simulate, analyze and optimize assembly processes and ergonomics

Production planning

Page 17: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 17 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Simulate and validate automation equipment virtually

Automated Engineering: PLC code generation for TIA Portal

Production engineering

Digital Twin of SIMATIC S7-1500

Page 18: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 18 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Coordinate manufacturing of individualized products

Production execution

Page 19: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 19 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Transform data into knowledge with MindSphere

Service

Page 20: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 20 Jan Mrosik | CEO Digital Factory Division | Siemens AG

MindSphere – the cloud-based, open IoT operating system from Siemens

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

MindApps Open ecosystem of applications Apps from Siemens, manufacturers,

operators and app developers

MindSphere Various cloud infrastructures:

Public, private or on-premise Operational data integrated with the

Digital Twin to optimize simulation and engineering (model-based analytics)

MindSphere

10 01 01 11

01 00 11 10

10 01 01 11

10 01 01 11

10 01 01 00

01 00 11 10

10 01 01 11

10 01 01 11

10 01 01 11

01 00

10 01

10 01 01 11 01

10 01 01 00

01 00 11 10 01 00 11

10 01 01 11

10 01 01 11 00 10

Page 21: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 21 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Digital Enterprise Suite – Siemens’ answer to customer requirements

Page 22: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 22 Jan Mrosik | CEO Digital Factory Division | Siemens AG

The perfect fit to expand our leadership in the Digital Enterprise

Page 23: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

Mechanical and environmental design and simulation

Page 24: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

Mechanical and environmental design and simulation

Page 25: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

Embedded software design and simulation

Page 26: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

NEW – Electronics design and simulation with Mentor Graphics

Page 27: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

The most holistic Digital Twin Design and simulation of mechanics, environment, software, and electronics on a single collaboration platform

Page 28: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 28 Jan Mrosik | CEO Digital Factory Division | Siemens AG

Page 29: Driving the Digital Enterprise - Global | Siemens · financial measures should not be viewed in isolation or as alternatives to measures of Siemens’ net assets and financial posi

© Siemens AG 2017 March 20, 2017 Page 29 Jan Mrosik | CEO Digital Factory Division | Siemens AG

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