Siemens_2022_JPM-Digital-Twin-Conference.pdf
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The document discusses Siemens Digital Industries Software, which provides industrial software and automation solutions. It notes that Siemens is the #1 provider of industrial software and automation in the world. It highlights the company's focus on digital transformation and creating comprehensive digital twins to optimize performance for customers across industries like manufacturing, electronics, and energy. The document also outlines Siemens' strategy to transition software offerings to cloud-based SaaS models and build out its Xcelerator integrated development platform.
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Siemens_2022_JPM-Digital-Twin-Conference.pdf
- 1. SIEMENS DIGITAL INDUSTRIES SOFTWARE Leading digital transformation Tony Hemmelgarn, President and CEO Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software
- 2. The world is changing Customer expectations are changing Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software Page 2
- 3. Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software Page 3 SIEMENS DIGITAL INDUSTRIES SOFTWARE #1 Industrial software in the world SIEMENS #1 Automation in the world
- 4. Revenue split Revenue split €4.3bn FY 21 €16.5bn FY 21 Automation incl. Service Software EDA Mendix and MindSphere PLM Transition to SaaS starting 2022 A unique powerhouse combining the real and digital worlds Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software Page 4
- 5. Creating the perfect wave – anytime, anywhere Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software Page 5 • Simulate the Waves • Design the Machine • Control the Machine • Optimize Performance with IOT
- 6. Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software Page 6 Comprehensive Digital Twin Personalized Adaptable/ Modern Flexible Open Ecosystem
- 7. Automate analysis to find optimal pipe design Page 7 Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software • Design the Pipe Choke • Simulate Durability • Simulate Fluid Flow • Optimize Simultaneously 300 design iterations in 5 days versus previous 3 design iterations in 10 days
- 8. Reduce operational risk and increase uptime Page 8 Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software • Executable Digital Twin • Physical Performance controlled by Virtual Models • Optimize Performance in Real Time on the Edge
- 9. Electrical and mechanical integration enables advanced semiconductor chip design Page 9 • 3D Integrated Circuit Stacking • Integrated IC Design, Printed Circuit Board Design, and Mechanical Design managed by Teamcenter Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software
- 10. Strong organic growth coupled with acquisitions Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software Page 10 Page 10 Page 10 2007 Selection of acquisitions Automation #1 Industrial software #1 Real world Automation 2021 Virtual world Software Building the comprehensive digital twin
- 11. Industry leadership FORRESTER WAVE #1 PLM vendor FORRESTER WAVE Industrial IoT Leader and Visionary FORRESTER WAVE Low Code highest scoring GARTNER MAGIC QUADRANT Opcenter leader ABI RESEARCH Industrial Simulation Software Overall leader GARTNER MAGIC QUADRANT Multi-experience Development Environment Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software Page 11
- 12. Xcelerator Cloud: Agility and flexibility with the leading low-code foundation by Mendix Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software Page 12 Applications / Solutions Collaboration IoT-Analytics Operations Manufacturing Simulation Electronics Mechanical Edge Multi Cloud Platform App Services Development Services Integration Mfg. Engineering IoT Lifecycle Multi-experience Dev / Ops Low-code Security Data / Integration Services Industry Solutions Aerospace/Def Automotive CP&G Electronics Energy/Util. Industrial Mach. Marine Medical IT Public Cloud Managed Cloud Private Cloud On Premises Hybrid Xcelerator Cloud Heavy Equip Integration
- 13. Low-code development ecosystem with >220k developers Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software Page 13 Fast and easy linking of engineering and business data Personalized solutions with Mendix
- 14. Supplyframe - Multi-source marketplace with >10M users Page 14 Part search Part model Part model Simulation (DFM) Manufacturing hand-off Promote Simulation Part model Procurement Design Manufacturing Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software Pricing and quoting
- 15. Software as a Service (SaaS) and Cloud create opportunities for Siemens Page 15 Low entry price and risk Reduction of hardware and IT ops Scalability and collaboration across regions and organizations Easy deployment and continuous enhancements More predictable, resilient Capture key customer insights Better cash conversion than on premise model Easier entry to SMBs, yet scalable land and expand for enterprises Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software
- 16. Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software Page 16 Comprehensive Digital Twin Personalized Adaptable/ Modern Flexible Open Ecosystem
- 17. Eva Riesenhuber Head of Investor Relations eva.riesenhuber@siemens.com Alexander Wende alexander.wende@siemens.com Cinzia Fasoli Event Management cinzia.fasoli@siemens.com Johanna Gahl johanna.gahl@siemens.com Nikola Petrovic petrovic.nikola@siemens.com Tobias Atzler tobias.atzler@siemens.com November 11 Q4 Earnings Release January 11, 2022 Commerzbank Conference November 12, 2021 JP Morgan Digital Twin Conference November 12–25 Q4 Roadshow February 10, 2022 Q1 Earnings Release and AGM Financial calendar Unrestricted | © Siemens 2021 | Tony Hemmelgarn | Siemens Digital Industries Software Page 17 siemens.com/investorrelations investorrelations@siemens.com +49 89 636-32474 Investor Relations Contacts