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BASF Investor Day Asia-Pacific Innovation Experiences
 

BASF Investor Day Asia-Pacific Innovation Experiences

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BASF Investor Day Asia Pacific - Innovation experiences: First-hand information on three exciting innovation projects which will contribute to BASF’s future growth in the region: ...

BASF Investor Day Asia Pacific - Innovation experiences: First-hand information on three exciting innovation projects which will contribute to BASF’s future growth in the region:
coolpure - the concept fridge by BASF, electronic specialties for LCD panels and mobile emission catalysts for Asia Pacific.
Additional info: http://www.basf.com/group/corporate/en/investor-relations/calendar/130605

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    BASF Investor Day Asia-Pacific Innovation Experiences BASF Investor Day Asia-Pacific Innovation Experiences Presentation Transcript

    • Albert HeuserPresidentBASF (China)Company Ltd.June 07, 2013Mobile Emissions Catalysts for AsiaFrank ChenCatalyst Research, Asia PacificInvestor DayAsia PacificShanghai, June 5, 2013
    • 2BASF Investor Day Asia Pacific, June 5-6 2013Cautionary note regardingforward-looking statementsThis presentation may contain forward-looking statements that are subject to risks anduncertainties, including those pertaining to the anticipated benefits to be realized from theproposals described herein. Forward-looking statements may include, in particular,statements about future events, future financial performance, plans, strategies,expectations, prospects, competitive environment, regulation and supply and demand.BASF has based these forward-looking statements on its views and assumptions withrespect to future events and financial performance. Actual financial performance could differmaterially from that projected in the forward-looking statements due to the inherentuncertainty of estimates, forecasts and projections, and financial performance may be betteror worse than anticipated. Given these uncertainties, readers should not put undue relianceon any forward-looking statements. The information contained in this presentation is subjectto change without notice and BASF does not undertake any duty to update the forward-looking statements, and the estimates and assumptions associated with them, except to theextent required by applicable laws and regulations.
    • 3BASF Investor Day Asia Pacific, June 5-6 2013Production of passenger cars and LCVs*(in million units)North AmericaEMEAJapanSouth KoreaNote: ASEAN comprises Indonesia, Thailand, Vietnam, Malaysia, and Philippines;1318 23305 5810Production 2011; Global production 77 million unitsTotal production in 2020; Global production 122 million units3.7%South America476.4%3.0%China17337.6%India41314.0%2.5%ASEAN368.0%0%* Light commercial vehiclesOEM production in emerging marketswill double by 2020Growth rate p.a.Other Asian countries <1million unitsSource: LMCA
    • 4BASF Investor Day Asia Pacific, June 5-6 2013Light Duty Heavy Duty MotorcycleAll OEMs face a major compliancechallenge: Emissions reductionAnnounced RegulationsLight Duty Heavy Duty MotorcycleUSACA LEV III US Tier 3US 2010 Global, 4a Global, 4b Global 5US 10EuropeEuro 5 Phase In Euro 6b Phase In Euro 6c Euro 7Euro VI Euro VIIGlobal, 4a Global, 4b Global 5Phase In Euro 4 Euro 5BrazilEuro 5 Euro 6Euro V Euro VIEuro 3RussiaEuro 4 Euro 5 Euro 6Euro IV Euro V Euro VIIndiaEuro 4 Euro 5Euro IV Euro VEuro 3ChinaEuro 4 Euro 5 Euro 6Euro IV Euro VEuro 3SouthKoreaEuro 5 Euro 6Euro V Euro VIGlobal 3 Global 4Japan Post 2009 P.P RegGlobal, 4a Global, 4b Post 2009Vietnam Euro 4 Euro 5Euro 3ThailandEuro 4 Euro 5Euro 42010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020Future Regulations
    • 5BASF Investor Day Asia Pacific, June 5-6 201380280240200160120202020182016201420102008200620042002951641251302292411581432012CO2 targets(in g/km)173186Fuel efficiency/CO2 targets presentanother significant challengeSource: BCG
    • 6BASF Investor Day Asia Pacific, June 5-6 2013 North America Japan and Korea China India Europe South AmericaBASF – the market leader in MobileEmissions Catalysts worldwide
    • 7BASF Investor Day Asia Pacific, June 5-6 2013 Global R&D presence ~€140 million in catalysisR&D spend in 2012 Focus on productinnovation and aligningregional capabilities tolocal market needs >650 catalyst expertsglobally Supported by >10,000scientists in globalVerbundKey factsTokyo, Japan (NE Chemcat)Seoul, Korea (Heesung)Shanghai, ChinaHannover,GermanyLudwigshafen,GermanyUnion & Iselin,New JerseyR&D sitesBeachwood,OhioNienburg, GermanyGuilin, ChinaPasadena,TexasHuntsville,AlabamaDe Meern, NetherlandsHeidelberg,GermanyA strong global R&D platform
    • 8BASF Investor Day Asia Pacific, June 5-6 2013 Estimated annual sales of 25 millionpassenger cars in China by 2020 BASF is market leader for mobile emissionscatalysts in China BASF has leading positionamong top 5 local OEMs >20 million catalysts manufactured atintegrated Shanghai emissions catalysts andR&D hub since 2000 >€65 million invested in Shanghai-basedoperations to date Targeting ~€50 million in incrementalCatalysts division investment in Chinathrough 2016A decade of progress in ChinaBASF catalysts site in ShanghaiBASF catalysts site in ShanghaiStrong proximity to the customer
    • 9BASF Investor Day Asia Pacific, June 5-6 2013 Emission reduction standards gainimportance in emerging Asia– Euro-4 standards have been enacted andtighter Euro-5 requirements are on the way Fuel quality in emerging Asia is differentfrom developed countries Driving habits in emerging Asia differ fromdeveloped countries Shorter innovation cycles lead to morefrequent model introductions Cars in China and India run at much lowerspeedsEmerging Asia presents uniquechallenges for mobile emissions catalysts
    • 10BASF Investor Day Asia Pacific, June 5-6 2013HC (hydrocarbons)CO (carbon monoxide)NOx (oxides of nitrogen)CoatingBase metal oxides +Platinum/Palladium/RhodiumH2O (water)CO2 (carbon dioxide)N2 (nitrogen)Three-Way Catalyst(TWC)Structure of Mobile Emissions Catalyst
    • 11BASF Investor Day Asia Pacific, June 5-6 2013Task Equip new platform ofsmall to mid-sized car withnew generation of mobileemissions catalysts Engine size: 1.2 liter –most popular engine sizein AsiaChallenges for BASF Better performance Lower cost Shorter development timefrom concept to resultsPrestigious development project with aleading Chinese OEM
    • 12BASF Investor Day Asia Pacific, June 5-6 2013 Shorten development time by usingproprietary aging lab– Simulate 160,000 km road performance– Fine tune quickly by local enginedynamometer facility Design unique catalyst to achieve betteremissions performance– Tailor catalyst toward specific enginerequirements– Minimize precious metal content byoptimizing Pd and Rh distribution– Use more durable materials Demonstrate performance and systemdurability to customerBASF leverages its local presence andR&D strengths in China with local OEM
    • 13BASF Investor Day Asia Pacific, June 5-6 2013NOx4)NMHC2)THC1) CO/103)Engineering targetOriginal EU IV catalyst100,000 kmNewly developed catalyst100,000 kmNewly developed catalyst160,000 kmPerformance of newly developed catalystvs. original Euro-4 catalyst and engineering target1) total hydrocarbons 2) non-methane hydrocarbons 3) carbon monoxide 4) nitrogen oxidesBASFʼs innovative Catalystsʼ solutionsprovide better performance at lower cost
    • 14BASF Investor Day Asia Pacific, June 5-6 2013OEM requirements Better performance  Lower cost- New BASF catalyst shows better performance than original Euro-4 catalyst- New BASF catalyst fulfills engineering targets and allows for safety margin- New BASF catalyst requires less precious metals- Significant cost saving for OEM Shorter development time from concept to results- Using BASFʼs expertise and proprietary aging lab significantly shorteneddevelopment time- From development to demonstration in only eight months instead of 2 yearsBASFʼs innovative Catalystsʼ solutionsprovide better performance at lower cost
    • 15BASF Investor Day Asia Pacific, June 5-6 201315
    • Electronic specialties for LCD panelsJan SueltemeyerDispersions & Pigments Asia PacificInvestor DayAsia PacificShanghai, June 5, 2013
    • 2BASF Investor Day Asia Pacific, June 5-6 2013Cautionary note regardingforward-looking statementsThis presentation may contain forward-looking statements that are subject to risks anduncertainties, including those pertaining to the anticipated benefits to be realized from theproposals described herein. Forward-looking statements may include, in particular,statements about future events, future financial performance, plans, strategies,expectations, prospects, competitive environment, regulation and supply and demand.BASF has based these forward-looking statements on its views and assumptions withrespect to future events and financial performance. Actual financial performance could differmaterially from that projected in the forward-looking statements due to the inherentuncertainty of estimates, forecasts and projections, and financial performance may be betteror worse than anticipated. Given these uncertainties, readers should not put undue relianceon any forward-looking statements. The information contained in this presentation is subjectto change without notice and BASF does not undertake any duty to update the forward-looking statements, and the estimates and assumptions associated with them, except to theextent required by applicable laws and regulations.
    • 3BASF Investor Day Asia Pacific, June 5-6 2013Do you remember? … not too long ago
    • 4BASF Investor Day Asia Pacific, June 5-6 2013Do you remember? … not too long ago
    • 5BASF Investor Day Asia Pacific, June 5-6 2013TV trendsLargeSize100 Hz200 HzLower power consumption(green trend)3D displaySmart TVFlexibleTomorrow2008 2010Slim & lightCinemaUltra-high resolutionConventional TV Internet TV Smart TV
    • 6BASF Investor Day Asia Pacific, June 5-6 2013LCD* panel market outgrows E&Eindustry02550751001251502005 2010 2015E61LCD Panel Market(in billion US$)99121+7% p.a.Source: DisplayBank Market Research LCD panel market is highlyinnovation-driven leading to– new applications(tablet PCs, smartphones,3D TVs, etc.)– shorter innovation cycles Key requirements for LCDmanufacturers are– improvement of imagequality– lowering of energyconsumption– reduction of productioncostsKey Facts* LCD: Liquid crystal display
    • 7BASF Investor Day Asia Pacific, June 5-6 2013The entire LCD industry is located in AsiaJapanSharpJDIPanasonicKoreaSamsungLGTaiwanAUOInnoluxChinaBOETianmaCPT All leading display producersare located in Korea, Taiwanand Japan China is catching up fast Today, there is no displayproduction outside of Asia
    • 8BASF Investor Day Asia Pacific, June 5-6 2013BASFʼs electronics specialties businessfor LCD industry managed out of AsiaTaipeiSeoulSwitzerland Tokyo /AmagasakiGlobal Business ManagementMarketing / SalesCountry sales teamProduct development / R&DProduction Global business managementsteered out of Asia Main focus on chemicals forthe liquid crystal displayindustry– Pigments for color filters– Photoinitiators for UV curingand photolithography– UV absorbers for light sensitivecomponents– Polymerizable liquid crystals foroptical films Joint work between Europeand Asia to develop tailormade innovations for theAsian market
    • 9BASF Investor Day Asia Pacific, June 5-6 2013Structure of LCD panelsBacklight unitFunctional filmsLiquidcrystalcell
    • 10BASF Investor Day Asia Pacific, June 5-6 2013How do LCDs work?Close-Up of a PixelTransparentelectrodeGlassLiquid crystalsThin film transistorPolarizerBlack matrixColor filterIn LCD screens each pixel is made with three color filters:Red, Green and Blue
    • 11BASF Investor Day Asia Pacific, June 5-6 2013How do LCDs work?Close-Up of a PixelTransparentelectrodeGlassLiquid crystalsThin film transistorPolarizerBlack matrixColor filterPolarizerEach color filter is connected to a cell of liquid crystalsto control the amount of light that can pass
    • 12BASF Investor Day Asia Pacific, June 5-6 2013 Better image quality– Higher contrast ratio (white/black luminescence)– Improvement in color purity– Increase of brightness Lower energy consumption– Reduction of backlight units through higher transparency of display components New design opportunities– Reduction of LCD panel thickness to allow thinner displays New features– 3D displays– High resolution– Smart TV Lower production costsKey demands of LCD producers
    • 13BASF Investor Day Asia Pacific, June 5-6 2013What is contrast Ratio?TV set in daylight environmentTV set in a dark room
    • 14BASF Investor Day Asia Pacific, June 5-6 2013TV set in a dark room
    • 15BASF Investor Day Asia Pacific, June 5-6 2013High contrast ratioLow contrast ratio
    • 16BASF Investor Day Asia Pacific, June 5-6 201301.0002.0003.0004.0005.0006.0007.0001997 2005 2011Contrast ratio of Irgaphor® red pigments991997 Launch of first Irgaphor® colorfilter grade Applications: mobiles andmonitors2005 2nd generation Irgaphor® colorfilter grade Applications: TVs, mobiles andmonitors2011 3rd generation Irgaphor® colorfilter grade Applications: high-end TVsand tablet PCsKey FactsBASFʼs innovative Irgaphor® colorpigments drive huge improvement inimage qualityContrast ratioimproved by>5 times
    • 17BASF Investor Day Asia Pacific, June 5-6 2013LCDs – BASF products in every pixelBacklight unitFunctional filmsLiquidcrystalcellReflective filmPhotospacersPrism sheetOptical filmsPolarizerDiffusion filmPolarizerOptical filmsSurface finishingLight sourceGlass substrateGlass substrateProtective layersColor filterRetardation filmBASF solutions for LCDsColorants: Irgaphor®Photoinitiators: Irgacure®Lightstabilizers: Tinuvin®Liquid crystals: Paliocolor®Dispersants: EFKA®
    • 18BASF Investor Day Asia Pacific, June 5-6 201318
    • Capston LauBusiness ManagementAppliance AsiaInvestor DayAsia PacificShanghai, June 5, 2013
    • 2BASF Investor Day Asia Pacific, June 5-6 2013Cautionary note regardingforward-looking statementsThis presentation may contain forward-looking statements that are subject to risks anduncertainties, including those pertaining to the anticipated benefits to be realized from theproposals described herein. Forward-looking statements may include, in particular,statements about future events, future financial performance, plans, strategies,expectations, prospects, competitive environment, regulation and supply and demand.BASF has based these forward-looking statements on its views and assumptions withrespect to future events and financial performance. Actual financial performance could differmaterially from that projected in the forward-looking statements due to the inherentuncertainty of estimates, forecasts and projections, and financial performance may be betteror worse than anticipated. Given these uncertainties, readers should not put undue relianceon any forward-looking statements. The information contained in this presentation is subjectto change without notice and BASF does not undertake any duty to update the forward-looking statements, and the estimates and assumptions associated with them, except to theextent required by applicable laws and regulations.
    • 3BASF Investor Day Asia Pacific, June 5-6 2013High-end models*(%)Number of units(million)*models with 3 doors or side-by-side7810013557751030204060801001201402005 2010 2015e0%10%20%30%40%50%60%70%Sources: Customer information, Euromonitor, BASF estimationsGlobal Asia-Pacific Global sales constantlygrowing, driven by– replacement need– market penetration indeveloping countries Asian market of dominantimportance, reaching regionalshare of ~75% until 2015 High-end segment catching up– 2005 ~8% share– 2015e ~13% shareRefrigerator sales continue to growglobally, high-end segment increasing
    • 4BASF Investor Day Asia Pacific, June 5-6 2013Asia60%Polyurethane appliance market 2012by segmentConsumerrefrigeration70%Europe21%Other5 %Commercialrefrigeration15%Americas19%Polyurethane appliance market 2012by regionWater heater10%~ 1,800kt ~ 1,800ktAppliances is a major segment forpolyurethanes, especially in Asia
    • 5BASF Investor Day Asia Pacific, June 5-6 2013OEMs demand cost conscious, pragmatic innovations from their suppliersStrive foreconomies of scaleAppliance OEMs are striving for costleadership AND differentiation potentials
    • 6BASF Investor Day Asia Pacific, June 5-6 2013 Enhance design and feel of the refrigerator Increase efficiency and weight characteristics Decrease cost Increase differentiationBASF driving valuein the appliance market
    • 7BASF Investor Day Asia Pacific, June 5-6 2013Elastollan®LED optical waveguidePermaskin®Elastollan®ShelvesElastollan®GasketElastollan®Soft TouchBalindur™Elastopor®HElastocool®AdvancedElastofoam®ICOLO-FAST®WST®19732108564coolpure 1.1 –“Ten ways into a cool future”Technics / nano / bionics / natureLight / structure / energyReduction / monomaterialsRecyclability / sustainabilityProduct design trends:
    • 8BASF Investor Day Asia Pacific, June 5-6 2013Processed three-dimensional outer surfaceSurface texture of the inside of the doorBack-printed with wood grain Transparent polyurethane film,which can be back-printed withdecors Suitable for complexgeometries Freedom of design, enablingmass-customization Replacement of materials, e.g.steel Solvent-free alternative toconventional paintingscoolpure 1.1 – Permaskin®
    • 9BASF Investor Day Asia Pacific, June 5-6 2013Bottlerack, strayed lightSwung shelvesNew interior look-and-feel Outstanding resistance,comparable to glass Flexibility at low temperaturescombined with high rigidity Freedom of design,differentiation Improved sound insulationpropertiescoolpure 1.1 – Elastollan® Shelves
    • 10BASF Investor Day Asia Pacific, June 5-6 2013 Premium quality look-and-feel(Elastollan® Soft Touch doorhandle already successfullycommercialized in automotiveinterior applications) Lightfast and colour-stablematerial High resistance to abrasion No additional painting requiredLightfast and colour–stable soft touchcoolpure 1.1 – Elastollan® Soft Touch
    • 11BASF Investor Day Asia Pacific, June 5-6 2013 Idea generation Global project kick-off Trendstudies CAD files Final designdecisionSneak preview atB/S/H/ board meetingGoing public at in-housefair Tianjin, ChinaHY2 2010 HY1 2011 HY2 2011 HY1 2012 HY2 2012 HY1 2013 …Innovation workshopsProject milestones and next steps
    • 12BASF Investor Day Asia Pacific, June 5-6 2013 Address customer need todifferentiate via design withmaterial driven innovation Enable material substitution(e.g. steel, glass) Provide proof-of-concept fornew ways how to enhanceenergy efficiency Workshops with ApplianceOEMs generating very highinterest globally– Premium access for BASF toproduct designers andmarketing– Joint follow-up projects, value /solution oriented discussionsBASF speaks the language of theappliance industry
    • 13BASF Investor Day Asia Pacific, June 5-6 201313