#BCW18 OPENING KEYNOTE

Dr. Volkmar DennerChairman of the Board of ManagementRobert Bosch GmbH

WELCOME TO THE 5TH BOSCH CONNECTED WORLD

Thank you for being part of our digital transformation journey!

2014 2015 2016 2017 2018

400800

1,500

2,7004,000

Number of BCW participants

INTERNET OF THINGS: EVERYTHING WILL BE CONNECTED

It is becoming a part of all our lives.It is becoming a part of all our businesses.

Step 3

Step 1

Step 2

Digitize existing ecosystems

New cross-domain ecosystems

Enablement

Digitize existing ecosystems

New cross-domainecosystems

Step 3

Step 2Step 1

EnablementEnablement

Internet of Things

INTERNET OF THINGS

The IoT Journey

Many industrial players have embarked on the IoT journey over the last years

ENABLEMENT

Acquisition of Software Innovations, inubit, ProSyst

Bosch IoT Suite / Bosch IoT Cloud

Bosch Center for Artificial Intelligence

Single sign-on across all Bosch divisions

All new electronic products connected by 2020

“Stupid”thing

Moore’s Law

Sensors and connectivity+

Senses and sends data

Connectivity-enabled services

Nielsen’s Law

=“Smart”

thing

DRIVERS FOR THE IOT VISION OF „SMART“ THINGS

RESULTS OF IOT ENABLEMENT @ BOSCH

IP-enabled product classes at Bosch

IoT solutions poweredby Bosch IoT cloud

IP-enabledproducts sold

2017 60%70 27 m

170 38 m2016 50%

Software

Sensors

ServicesCustom IoT Solutions

Connected IoT Devices

Middleware

Hybrid CloudApproach

Step 1

Enablement

New cross-domain ecosystems

Step 3

Digitize existing ecosystems

Step 2

Digitize existing ecosystems

Internet of Things

INTERNET OF THINGS

ELEMENTS OF IOT ECOSYSTEMS

Connected ThingsPhysical, “smart” things as base for new services

PartnersParticipate and contribute to value-add of the entire ecosystem

DevelopersThird party developers deliver innovative apps

UsersUse services and may contribute to enhancements via crowd-generated data

Partners

Dev

elop

ers

Users

Service

Connected things

Platform

MYKIE

Partners

Dev

elop

ers

Users

Service

Connected things

Platform

Digitize existing ecosystems

Step 2

Step 1

Enablement

Step 3

New cross-domain ecosystemsNew cross-domain ecosystems

Internet of Things

INTERNET OF THINGS

► B2B marketplace for brokering data► Enabling cross-domain business► Neutrality and sustainability► Openness by design► Data privacy and security

CARUSO – MARKETPLACE FOR CROSS-DOMAIN DATA-DRIVEN BUSINESS

CarManufacturers

Other Domains► Finance► Retail► Service & Repair Shops► Smart City

App

The Future of Mobility

FUTURE OF MOBILITY

3 2

1Connected Vehicle

Automated DrivingElectric

Vehicle

New Mobility Services

FUTURE OF MOBILITY

3 2

1Connected Vehicle

Electric Vehicle

New Mobility Services

MOBILITY TODAY AND IN FUTURE

Vehicle as the central object Connected, multimodal mobility services

Today Future

ANNOUNCING TODAY: NEW DIVISIONBOSCH CONNECTED MOBILITY SOLUTIONS

Electrification

Consumer Services and User Experience

Multimodal, shared mobility services

Parking

Fleet-Operations and Maintenance

Vehicle connectivity

2008

2025

Today

Overall market: 470 m connected vehicles

BoschConnected Mobility Solutions

Explorative Go-to-Market

Bundling forces in a dedicated division

Source: PwC

2.5 m vehicles connected by Bosch

CONNECTED MOBILITY IN ACTIONTHIS IS HAPPENING NEXT DOOR – RIGHT NOW!

FUTURE OF MOBILITY

3 2

1Connected Vehicle

Automated DrivingElectric

Vehicle

New Mobility Services

70 m driver hours saved annually (China, USA, Germany)

WHY AUTOMATED DRIVING?RECENT BOSCH STUDY SHOWS ENORMOUS POTENTIAL

CO2: 400,000 tons CO2output reduction through autom. parking and more efficient driving

260,000 accidentsavoided annually (China, USA, Germany)

Source: Bosch

AUTOMATED DRIVING ROADMAP

Urban Automated Taxi22

Automated Valet Parking

Remote Park Assist

18

15

Highway Pilot

Highway Assist

Traffic Jam Assist

Traffic Jam Pilot

20

19

18

15TECHNOLOGY

PRODUCTION

AVP!Automated Valet Parkingis the first L5 driving solution!

L2/L3Highway

ConnectedServicesSensors AI

Highway Urban

P

WELCOME ON STAGEDR. DIETER ZETSCHECHAIRMAN OF THE BOARD OF MANAGEMENT DAIMLER AG

FUTURE OF MOBILITY

3 2

1Connected Vehicle

Electric Vehicle

New Mobility Services

BOSCH ELECTRIFIES

EV CORE COMPONENTS PERFORMANCE PROGRESS

Motor Torque Density

Power Electronics Power Density

2007 2012 2015 2019

2011 2019

100% 126%

333%210%173%100%

2

3

4

5

1 eAxle

2

3

4

5

1

High-voltage battery

Regenerative braking system

DC/DC converter

Vehicle control unit

BOSCH E-AXLE

Combines electric motor, power electronics and transmission

70% less parts than comparable combustion engine

Modular and compact electric drive solution (50 kW - 300 kW)

“Best in class” with up to93% overall efficiency

BUT WHAT ABOUT 3S?SENSORS, SOFTWARE, SERVICES

Sensors | Software | Services

ANNOUNCING TODAY: system!eA MODULAR CONSTRUCTION KIT FOR CONNECTED EV SOLUTIONS

EV Cloud Services

Shortest Time-to-market for connected EV solutions!

Bosch Automotive Cloud Suite

EV Powertrain

system!e

ANNOUNCING TODAY: system!eA MODULAR CONSTRUCTION KIT FOR CONNECTED EV SOLUTIONS

Bosch Automotive Cloud Suite

EV Powertrain

system!e

Basic Monitoring Trip Planning Home Integration

Powertrain

Battery incl. Management System, Electric Motor, Power Electronics, Transmission (eAxle)

Brake Controls | Recuperation | Thermal Management

On-vehicle Software Services

Charger

EV CONNECTIVITY SOLUTIONS

Basic Monitoring

Trip Planning

Home Integration

Vehi

cle-

to-H

ome

Bosch Automotive Cloud Suite

EV Powertrain

system!eB2B

2CB

2CB

2B

User

BoschSmart Home

SolutionsResidential

Energy Management

OEMMobility Provider

Utilities Cities

Vehi

cle-

to-G

rid

WELCOME ON STAGEDR. FRANK APPELCHIEF EXECUTIVE OFFICERDEUTSCHE POST DHL GROUP