CARIAD奧迪：2023年UBS德國電動和自動駕駛汽車之旅（英文版）（43頁）.pdf

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1、September 15th,2023|MunichUBS German Electric and Autonomous Car TripAudi Q6 e-tron prototype:Car under homologation.Technical specifications and features available to customers will be released upon the market introduction.2DisclaimerThe following presentations as well as remarks/comments and expla

2、nations in this context contain forward-looking statements on the business development of the Volkswagen Group/Audi Group.These statements are based on assumptions relating to the development of the economic,political and legal environment in individual countries,economic regions and markets,and in

3、particular for the automotive industry,which we have made on the basis of the information available to us and which we consider to be realistic at the time of going to press.The estimates given entail a degree of risk,and actual developments may differ from those forecast.All figures are rounded,so

4、minor discrepancies may arise from addition of these amounts.At the time of preparing these presentations,it is not yet possible to conclusively assess the specific effects of the latest developments in the Russia-Ukraine conflict on the Volkswagen Groups business,nor is it possible to predict with

5、sufficient certainty to what extent further escalation of the Russia-Ukraine conflict will impact on the global economy and growth in the industry in fiscal year 2023.Any changes in significant parameters relating to our key sales markets,or any significant shifts in exchange rates,energy and other

6、commodities or the supply with parts relevant to the Volkswagen Group will have a corresponding effect on the development of our business.In addition,there may also be departures from our expected business development if the assessments of the factors influencing sustainable value enhancement and of

7、 risks and opportunities presented develop in a way other than we are currently expecting,or if additional risks and opportunities or other factors emerge that affect the development of our business.We do not update forward-looking statements retrospectively.Such statements are valid on the date of

8、publication and can be superseded.This information does not constitute an offer to exchange or sell or an offer to exchange or buy any securities.The Audi Q6 e-tron/electric Porsche Macan refers to a vehicle,which is currently under homologation.Information provided regarding technical specification

9、s and available features reflect the development targets.Technical specifications and features available to customers will be released upon the market introduction of the vehicle.Audi Q6 e-tron prototype:Car under homologation.Technical specifications and features available to customers will be rele

10、ased upon the market introduction.3Audi Q6 e-tron prototype:Car under homologation.Technical specifications and features available to customers will be released upon the market introduction.AgendaGROUP A|White LanyardsGROUP B|Black Lanyards12:3012:4500:15Driving Instructions|ContainerDriving Instruc

11、tions|ABEC12:4513:4501:00RS e-tron GT|Dynamic areaDriving SQ8 e-tron|Scenic drive13:4513:5500:10Cars Swap13:5514:5501:00Driving SQ8 e-tron|Scenic driveRS e-tron GT|Dynamic area15:00DepartureSTARTENDDURATIONITEMSPEAKER09:3009:5500:25Check In/Coffee09:5510:0000:05WelcomeLars KorinthVolkswagen Group IR

12、Robert SchwarzlAudi IR10:0010:4500:45CARIADPresentation&Q&AMarius AsselmeyerHead of Corporate Strategy CARIAD 10:4511:0000:15Coffee11:0011:2000:20Audi BrandPresentation&Q&ADr.Isabella RinklinInternationalization Management Audi11:2011:5000:20Audi Q6 e-tron Interior DesignPresentation&Q&AUlrich Beier

13、leinHead of Interior Design Architecture Audi11:5012:3000:40LunchDisclaimer9/15/2023 4 4The following presentations as well as remarks/comments and explanations in this context contain forward-looking statements on the business development of the Volkswagen Group.These statements are based on assump

14、tions relating to the development of the economic,political and legal environment in individual countries,economic regions and markets,and in particular for the automotive industry,which we have made on the basis of the information available to us and which we consider to be realistic at the time of

15、 going to press.The estimates given entail a degree of risk,and actual developments may differ from those forecast.All figures are rounded,so minor discrepancies may arise from addition of these amounts.At the time of preparing these presentations,it is not yet possible to conclusively assess the sp

16、ecific effects of the latest developments in the Russia-Ukraine conflict on the Volkswagen Groups business,nor is it possible to predict with sufficient certainty to what extent further escalation of the Russia-Ukraine conflict will impact on the global economy and growth in the industry in fiscal y

17、ear 2023.Any changes in significant parameters relating to our key sales markets,or any significant shifts in exchange rates,energy and other commodities or the supply with parts relevant to the Volkswagen Group will have a corresponding effect on the development of our business.In addition,there ma

18、y also be departures from our expected business development if the assessments of the factors influencing sustainable value enhancement and of risks and opportunities presented develop in a way other than we are currently expecting,or if additional risks and opportunities or other factors emerge tha

19、t affect the development of our business.We do not update forward-looking statements retrospectively.Such statements are valid on the date of publication and can be superseded.This information does not constitute an offer to exchange or sell or an offer to exchange or buy any securities.CARIADMARIUS

20、 ASSELMEYERHEAD OF CORPORATE STRATEGYSEPTEMBER 15,2023CARIAD:LEVERAGING OUR SCALE FOR SOFTWARE9/15/2023 6 6E 1.1|MEBE 1.1|MEBE 1.2|PPEE 1.2|PPEE 2.0|SSPE 2.0|SSPAUTOMATEDDRIVINGINFOTAINMENTDATA&SERVICESARCHITECTUREDESIGNNEW CARIAD BOARD OF MANAGEMENT9/15/2023 7 7N.N.N.N.Chief Software OfficerTHOMAST

21、HOMASGNTHERGNTHERChief Launch OfficerRAINERRAINERZUGEHRZUGEHRChief People OfficerANDRANDRSTOFFELSSTOFFELSChief Financial OfficerPETERPETERBOSCHBOSCHChief Executive Officer5 POINT PLAN:WE ARE FULLY REALIGNING CARIAD9/15/2023 8 8DELIVERYDELIVERYE 1.1&E 1.2E 1.1&E 1.2Creating a substantial plan for kee

22、ping commitments1SYNERGETIC NEW SYNERGETIC NEW APPROACH E 2.0APPROACH E 2.0Transformation to the Software Defined Vehicle(SDV)2PRODUCT&PRODUCT&PARTNERSHIPSPARTNERSHIPSFocus on relevant core competencies&a clear partnership landscape3STRONG STRONG COLLABORATIONCOLLABORATIONA winning cultureat CARIAD&

23、withthe brands4NEWNEWSTRUCTURESTRUCTURESimplifying structure&processes for more efficiency,speed&reliability5E 1.1:CONTINUED IMPROVEMENTS9 9Increasing competitivenessIncreasing competitivenessvia over-the-air updatesRoadmap of excitingexcitingnew featuresnew featuresStable ID.S.4.0 software ID.S.4.0

24、 software with availability of online servicesonline services 99%Faster startup times up to factor 4 Faster startup times up to factor 4 even in high-load situationsNew HMI New HMI based on customer feedback9/15/2023 Since ID.3 launch:Massive improvements and enhancements1DELIVERY E 1.1&E 1.2DELIVER

25、Y E 1.1&E 1.2E 1.1:CREATING SCALABLE TECH VALUE TODAY9/15/2023 10101DELIVERY E 1.1&E 1.2DELIVERY E 1.1&E 1.2CupraCupra BornBornSkoda Skoda EnyaqEnyaq iViVAudi Q4 eAudi Q4 e-trontronVolkswagen ID.7Volkswagen ID.7Volkswagen ID.3Volkswagen ID.3Volkswagen ID.4Volkswagen ID.4Volkswagen ID.5Volkswagen ID.

26、5Volkswagen Volkswagen ID.BuzzID.BuzzVolkswagen ID.3 Pro*:combined power consumption in kWh/100 km:16.0-15.3(WLTP);2 Volkswagen ID.4 Pro Performance*:combined power consumption in kWh/100 km:18.8-16.4(WLTP);Volkswagen ID.Buzz Pro*:combined power consumption in kWh/100 km:21.7-20.5(WLTP);Volkswagen I

27、D.7:Near-production concept car.The vehicle has not gone on sale yet;ID.5 Pro Performance:combined power consumption in kWh/100 km:14.6(NEDC);CUPRA Born*:combined power consumption kWh/100 km in 17.5-15.7(WLTP);Audi Q4 e-tron*:combined power consumption kWh/100 km in 20.0-17.9(WLTP);Skoda Enyaq iV*:

28、combined power consumption kWh/100 km in 17.1-15.8(WLTP);*Only consumption and emission values in accordance with WLTP and not in accordance with NEDC are available for these vehicle.Combined CO emissions in g/km for all depicted vehicles:0(WLTP);DELIVERY PUSH FOR E 1.211 11First vehicles:Audi Q6 eA

29、udi Q6 e-trontron and Electric Porsche Electric Porsche MacanMacanComprehensive OTAOTA-updateupdatecapabilities High performanceHigh performance architecture with highly competitive featureshighly competitive featuresGroup Application Store Group Application Store with YouTube,DAZN,etc.YouTube,DAZN,

30、etc.9/15/2023 Ambitious architecture:High performance for premium functions 1DELIVERY E 1.1&E 1.2DELIVERY E 1.1&E 1.2E 1.2:EMPOWERS GREAT CARS OF THE GROUP9/15/2023 1212Audi Q6 eAudi Q6 e-trontron1DELIVERY E 1.1&E 1.2DELIVERY E 1.1&E 1.2Electric Porsche Electric Porsche MacanMacanAudi Q6 e-tron prot

31、otype,Electric Porsche Macan:Cars under homologation.Technical specifications and features available to customers will be released upon the respective market introductions.E 2.0:NEW SOFTWARE-DEFINED VEHICLE APPROACH1313SDV LeadSDV LeadBrand functionsExternal partnersProcesses&architecture basisSoftw

32、are&E/EPlatformVehicle projectVehicle projectChief SDV OfficerBrandsCARIADSDV Steering Board 9/15/2023 2SYNERGETIC NEW APPROACH E 2.0SYNERGETIC NEW APPROACH E 2.0PARTNERING TO ACCELERATE&ENHANCE DELIVERY9/15/2023 1414Europe&USAEurope&USAAppsAppsADASADASADASADASSystemSystem-onon-ChipChipChinaChinaADA

33、SADASConnectivity&Connectivity&InfotainmentInfotainment3PRODUCT&PARTNERSHIPSPRODUCT&PARTNERSHIPSCOMBINING STRENGTH:AUTOMATED DRIVING ALLIANCE9/15/2023 1515Single European initiativeto build a full ADAS/AD stackStrong partnership Strong partnership with Qualcomm Qualcomm and BoschBoschFocus on safety

34、 safety as unique selling propositionScalable tech stack Scalable tech stack across all brands,from volume to luxury3PRODUCT&PARTNERSHIPSPRODUCT&PARTNERSHIPS9/15/2023 1616SOFTWARE SOFTWARE will be a competitive advantagefor the Volkswagen Group18UBS German Electric Autonomous Car Trip I September 20

35、23Dr.Isabella Rinklin I Internationalization Management Audi Brand StrategyVehicle depicted is a concept car,which is not available as series production model.19Transformation is in our DNAVehicles depicted are concept cars,which are not available as series production models.20The Transformation#1Lo

36、calGlobal21New communication strategy&platformNew Corporate Identity/DesignNew brand shapersConcept car developmentDigital MarketingNew experiential formats Holistic brand governance approachLike-minded charactersBrand relaunched by Living Progress Premium boost123451 Audi e-tron Sportback 2020:prod

37、uction of the model ended.2 Audi grandsphere Concept:Vehicle depicted is a concept car,which is not available as series production model.3,4,6 Audi RS e-tron GT:Combined electric power consumption in kWh/100 km:22.1-19.8(WLTP);combined CO2emissions in g/km:0(WLTP).6 Audi Q8 e-tron:Combined electric

38、power consumption in kWh/100 km:24.4-20.1(WLTP);combined CO2emissions in g/km:0(WLTP);Audi Q4 e-tron:Combined electric power consumption in kWh/100 km:20.1-16.6(WLTP);combined CO2emissions in g/km:0(WLTP);Consumption and emission values are only available according to WLTP and not according to NEDC

39、for these vehicles.5 Audi Q4 Sportback:Combined electric power consumption in kWh/100 km:20.9 17.6(WLTP);17.9 16.4(NEDC);combined CO2emissions in g/km:0(NEDC),0(WLTP);622The Transformation#1Brand value increase since 2020(measured by independent Institute Interbrand)+20%Audi Q4 e-tron:CO2-emissions

40、combined:0 g/km(WLTP);Power consumption combined:20.1-16.6 kWh/100 km(WLTP)Consumption and emissions figures only available according to WLTP not NEDC for this vehicle.23The Transformation#2OfflineOnline24The Transformation#3ICEBEVAudi RS e-tron GT:Combined electric power consumption in kWh/100 km:2

41、2.1-19.8(WLTP);combined CO2 emissions in g/km:0(WLTP).Consumption and emission values are only available according to WLTP and not according to NEDC for these vehicle.25The Transformation#4CarSmartdeviceVehicle depicted is a concept car,which is not available as series production model.26With our co

42、ncept cars we provide a distinct idea of how we see the future of high-class mobilityAudi skysphereconceptAudi grandsphereconceptAudi urbansphereconceptAudi activesphereconceptExperienceHigh-class active lifestyleExperienceMeaningful connectionsExperienceFreedom in motionExperienceHigh-class futureV

43、ehicles depicted are concept cars,which are not available as series production models.EcosystemWe are going to build up a customer-centric holistic Audi Ecosystem.28Business power of a strong brand$Strong brands achieve a price premiumInterbrand study shows,45%of the purchase decision for an Audi is

44、 based on brand imageVehicle depicted is a concept car,which is not available as series production model.29Thank you.Vehicle depicted is a concept car,which is not available as series production model.Audi Q6 e-tronAudi Q6 e-tron prototype:Car under homologation.Technical specifications and features

45、 available to customers will be released upon the market introduction.The following presentations as well as remarks/comments and explanations in this context contain forward-looking statements on the business development of the Volkswagen Group/Audi Group.These statements are based on assumptions r

46、elating to the development of the economic,political and legal environment in individual countries,economic regions and markets,and in particular for the automotive industry,which we have made on the basis of the information available to us and which we consider to be realistic at the time of going

47、to press.The estimates given entail a degree of risk,and actual developments may differ from those forecast.All figures are rounded,so minor discrepancies may arise from addition of these amounts.At the time of preparing these presentations,it is not yet possible to conclusively assess the specific

48、effects of the latest developments in the Russia-Ukraine conflict on the Volkswagen Groups business,nor is it possible to predict with sufficient certainty to what extent further escalation of the Russia-Ukraine conflict will impact on the global economy and growth in the industry in fiscal year 202

49、3.Any changes in significant parameters relating to our key sales markets,or any significant shifts in exchange rates,energy and other commodities or the supply with parts relevant to the Volkswagen Group will have a corresponding effect on the development of our business.In addition,there may also

50、be departures from our expected business development if the assessments of the factors influencing sustainable value enhancement and of risks and opportunities presented develop in a way other than we are currently expecting,or if additional risks and opportunities or other factors emerge that affec

51、t the development of our business.We do not update forward-looking statements retrospectively.Such statements are valid on the date of publication and can be superseded.This information does not constitute an offer to exchange or sell or an offer to exchange or buy any securities.The Audi Q6 e-tron/

52、electric Porsche Macan refers to a vehicle,which is currently under homologation.Information provided regarding technical specifications and available features reflect the development targets.Technical specifications and features available to customers will be released upon the market introduction o

53、f the vehicle.D I S C L A I M E RAudi Q6 e-tronD E S I G N I N T E R I O RU L R I C H B E I E R L E I N|Head of Interior Design Architecture AudiF I R S T S K E T C H E SVehicle depicted is a concept car,which is not available as series production model.H U M A N C E N T R I CVehicle depicted is a c

54、oncept car,which is not available as series production model.V I S U A L C L A R I T YVehicle depicted is a concept car,which is not available as series production model.D E S I G N S E A T S B A S I S /S P O R T /S P O R T P L U SVehicle depicted is a concept car,which is not available as series pr

55、oduction model.Audi Q6 e-tron prototype:Car under homologation.Technical specifications and features available to customers will be released upon the market introduction.Audi Q6 e-tron prototype:Car under homologation.Technical specifications and features available to customers will be released upon

56、 the market introduction.Audi Q6 e-tron prototype:Car under homologation.Technical specifications and features available to customers will be released upon the market introduction.Audi Q6 e-tron prototype:Car under homologation.Technical specifications and features available to customers will be rel

57、eased upon the market introduction.Audi Q6 e-tron prototype:Car under homologation.Technical specifications and features available to customers will be released upon the market introduction.F O R F U R T H E R I N F O R M A T I O N P L E A S E V I S I T T H E A U D I M E D I A C E N T E R 43DAT Noti

58、ceThe indicated consumption and emissions values were determined according to the legally specified measuring methods.Since September 1,2017,type approval for certain new vehicles has been performed in accordance with the Worldwide Harmonized Light Vehicles Test Procedure(WLTP),a more realistic test

59、 procedure for measuring fuel consumption and CO2emissions.Since September 1,2018,the WLTP has gradually replaced the New European Driving Cycle(NEDC).Due to the more realistic test conditions,the consumption and CO2emission values measured are in many cases higher than the values measured according

60、 to the NEDC.Additional information about the differences between WLTP and NEDC is available at www.audi.de/wltp.At the moment,it is still mandatory to communicate the NEDC values.In the case of new vehicles for which type approval was performed using WLTP,the NEDC values are derived from the WLTP v

61、alues.WLTP values can be provided voluntarily until their use becomes mandatory.If NEDC values are indicated as a range,they do not refer to one,specific vehicle and are not an integral element of the offer.They are provided only for the purpose of comparison between the various vehicle types.Additi

62、onal equipment and accessories(attachment parts,tire size,etc.)can change relevant vehicle parameters,such as weight,rolling resistance and aerodynamics and,like weather and traffic conditions as well as individual driving style,influence a vehicles electric power consumption,CO2emissions and perfor

63、mance figures.Further information on official fuel consumption figures and the official specific CO2emissions of new passenger cars can be found in the“Guide on the fuel economy,CO2emissions and power consumption of all new passenger car models,”which is available free of charge at all sales dealerships and from DAT Deutsche Automobil Treuhand GmbH,Hellmuth-Hirth-Str.1,73760 Ostfildern-Scharnhausen,Germany or at www.dat.de.Audi Q6 e-tron prototype:Car under homologation.Technical specifications and features available to customers will be released upon the market introduction.