1. BBM* purchasing Transformation & Partnership Adam Willmott Senior Vice President Mobility Purchasing Quality (M/PQ) * Bosch sector mobility solutions

2. Why Bosch as a partner?

3. BOSCH GROUP
Highlights of the 2018 business year
Sales
€77.9bn1
Research and development
69,500
associates worldwide
+5,200
EBIT2 from operations
€5.3bn1
+37 %
52m
web-enabled products sold
€47bn1
Mobility Solutions
sales revenue
Headcount rises to
410,000
+7,800
1 Preliminary, rounded figures from business operations
2 earnings before interest and taxes

4. 30projects €5bn >1m Electromobility: on track for market leadership
BOSCH GROUP
Electromobility: on track for market leadership
30projects
100m
light electric vehicles
will be produced by 2020
worth several billions of euros were acquired by Bosch in 2018
€5bn
sales with electromobility is the Bosch target for 2025
20%
of new vehicles will be partially electrified with 48-volt battery systems by 2030
>1m
cars around the world are equipped with Bosch electric or hybrid components
From bicycles to trucks,
Bosch is electrifying the powertrain

5. 4,000 €4bn 1 3 Automated driving: game changer for individual mobility
BOSCH GROUP
Automated driving: game changer for individual mobility
$60bn
market volume for automated driving by
4,000
engineers for automated driving
€2bn
sales with driver assistance systems in 2019 1 3 of
accidents
in Germany could be prevented by automated driving 3
€4bn
spent on accident-free
mobility by 2022
More than 30%
less fuel consumed
by driving automatically 2
>2.5m
driverless, on-demand vehicles in China, the U.S., and Europe by
Source: Roland Berger
Source: KEConsult
Source: Bosch accident research

6. Business Sector Mobility Solutions (BBM) defining roles in future mobility value chain
Based on Managed Services Provider (MSP) requirements
Maintains & operates the fleet as a service
Fleet operator
Asset provider
According to MSP requirements
Provides capital for financing and/or insurance of fleet
According to user requirements
Manages the mobility eXperience
Mob. eXperience P
Mob. Service P
Designs & offers mobility services
Component provider
According to OEM specification
Applicate & validates component
System
supplier
According to OEM requirements
Integrates component
& subsystem
Vehicle manufacturer
According to user requirements
Vehicle integration, validation and approval
Mobility Service Enabler
ID-management, data fusion and data analytics
Current BBM scope
BBM scope tbd

7. Bosch Mobility Solutions: The Future of Mobility
BBM with components and systems expertise for electrification

8. Emission free mobility
The future of Powertrain Solutions (PS) PS
eMobility Becomes mass market in Passenger Cars (PC) / Light commercial Vehicles (LCV) and Commercial Vehicles / Offroad (CV/OR) for specific cases incl fuel cell
CV/OR ICE Growing importance upgraded & electrified
Powertrain with high potential
PC internal combustion engine (ICE)
Remains highly important and grows selectively.
Megatrends
Market trends
Electric Vehicle Hybrid + Fuel cell Electric Vehicle 48V
CV/OR ICE
PC ICE
CO2 free mobility
Emission free mobility
in cities
Shared mobility
Highly automated driving
New mobility concepts
Strategy
Powertrain Solutions
extend ePowertrain solutions
Electrify ICE
Upgrade …
…combustion engines for future demands
Portfolio Powertrain Solutions 9
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9. Extended BBM customer landscape
Quantity >2025
MSP
MxP
Megatrends
CO2 free mobility
< 50
500
Fleet operator
Emission free mobility
in cities
Customer segment
Shared mobility
Highly automated driving
New mobility concepts
Vehicle manufact.
~ 300
~ 400
BBM
Component supplier
System partner
Mobility
enabler

10. Highly automated driving
Bosch Mobility Solutions: The Future of Mobility
Stress- and accident-free, thanks to connectivity and automation
Megatrends
Connectivity
Hardware and software for vehicle-to-x communication
Automated driving
“sense – think – act”
CO2 free mobility
Emission free mobility
in cities
Shared mobility
Highly automated driving
New mobility concepts
Electrical and Electronic (E/E) architecture More electronics and software content per vehicle

11. What does all this transformation mean for you as our supplier?
BBM Transformation & Partnership
What does all this transformation mean for you as our supplier?
If you want a good harvest, you need to sow the seeds!
Key messages:
BUSINESS EXCELLENCE = being able to fund the future
Massive upfront investments needed

12. What is your USP? (unique selling point) Staying ahead of the rest!
You all manufacture commodity products, few of you are already operating within future high tech fields

13. Value stream Optimization
PSD Portfolio – 3 Pillar
We drive competitiveness and develop sustainable solutions with our lean expertise
Task Force
(Quality / Delivery)
Cost workshop
Value stream Optimization
(Cost / Quality / Delivery)
Experience
Exchange
ENABLING
- Focus: Mid and long term -
Supplier
Learning Group
Connected Industry
STRATEGIC
- Focus: Long term -
Assessments (LMA / FPA)
Pre-SOP
(Planning Guideline)
OPERATIVE
- Focus: Short term -