Borgwarner Inc. · NYSE:BWA

Borgwarner — Investor Day (February 2017)

40 slides from Borgwarner's investor day presentation, February 2017

Slide 3: Gasoline Exhaust Gas Recirculation (EGR) System
Gasoline Exhaust Gas Recirculation (EGR) System © BorgWarner Inc.
Slide 4: 2/3 Step Discrete Valve Lift Cam/Cam Lobe System
2/3 Step Discrete Valve Lift Cam/Cam Lobe System © BorgWarner Inc.
Slide 7: i-Clutch Actuation System for Manual Transmissions
i-Clutch Actuation System for Manual Transmissions © BorgWarner Inc.
Slide 9: Combustion Vehicle Summary
Combustion Vehicle Summary  Combustion propulsion systems continue to be a large part of the market  The drive for more efficient combustion engines continues  Penetration rates for BorgWarner products continue to grow  We are growing our market penetration and average content per vehicle © Borg
Slide 13: Heavy Duty Transfer Case – Class 5+
Heavy Duty Transfer Case – Class 5+ Increased Material Thickness Housing Wider Chain Larger Gearset Increased Rear Larger Shift Output Shaft System Diameters Components Increased Front Output Shaft Diameters © BorgWarner Inc.
Slide 17: eTurbo for Commercial Vehicle
eTurbo for Commercial Vehicle Turbo Speed Versus Time, 7.2L Diesel, 0-25mph 140000 120000 Turbo Speed (RPM) 100000 80000 eTurbo eTurbo Core 60000 40000 Time to boost reduced by 50% 20000 4.7 2.4 seconds Power Electronics Time (sec.) © BorgWarner Inc.
Slide 18: Electric Drive Motor for Commercial Vehicles
Electric Drive Motor for Commercial Vehicles Integrated electronic unit Energy storage system Engine Allison H3000 Integrated drive unit (motor/generator and transmission) Mechanical linkage Electrical linkage Control and communication linkage HVH 410 BAE HybiDrive © BorgWarner Inc.
Slide 19: Commercial Vehicle Summary
Commercial Vehicle Summary  Continues to be an important portion of our business going forward  Similar drive for efficiency and trends as light vehicles, U.S. Gov’t regulations  We have specific products for the hybrid and electric trend and they are additive to our CV combustion business  Tech
Slide 21: EV Transmission and e-Drive Motor
EV Transmission and e-Drive Motor eGearDrive® Electric Drive Motors © BorgWarner Inc.
Slide 22: Integrated Electric Drive Module (eDM)
Integrated Electric Drive Module (eDM) Co-axial HVH250 Motor Gearbox Off-axis Gearbox HVH250 Motor © BorgWarner Inc.
Slide 27: Electric Summary
Electric Summary  EVs present high dollar product opportunities  Our product offering covers 4 of the 5 main propulsion and efficiency areas  We are uniquely positioned to deliver mechanical & electrical products and modules  We are winning business and actively working with traditional and new
Slide 30: Hybrid Architecture
Hybrid Architecture Electric motors of different sizes and power levels can be placed in various positions throughout the propulsion system P1 P3 P4 PS P0 P2 © BorgWarner Inc.
Slide 31: iBAS Belt Alternator Starter with Integrated Electronics
P0 iBAS Belt Alternator Starter with Integrated Electronics P4 P1 P3 P4 PS P0 P2 Integrated 48V P0 Electronics Module © BorgWarner Inc.
Slide 32: Clutch and Motor/Generator Module – Co-Axial
P2 Clutch and Motor/Generator Module – Co-Axial P1 P3 P4 PS P0 P2 P2 © BorgWarner Inc.
Slide 33: Component Supply Options
P2 Component Supply Options P1 Hybrid Disconnect Clutch P2 Rotor/Stator P3 P4 with Integrated Damper Components PS P0 P2 P2 Control Module © BorgWarner Inc.
Slide 34: PS Component Supply
PS PS Component Supply P1 Mini Direct- Acting P3 P4 Solenoid Multi-Mode Clutch PS P0 P2 Module PS HY-VO® Chain © BorgWarner Inc.
Slide 35: Hybrid Chain Drive
P3 Hybrid Chain Drive P1 P3 P4 PS P0 P2 P3 Chain Design Customer Application © BorgWarner Inc.
Slide 36: eAWD Electric Drive Module 48V
P4 P4 eAWD Electric Drive Module 48V P1 P3 P4 PS P0 P2 eAWD Electric Drive P4 Module 48V © BorgWarner Inc.
Slide 39: All Hybrids – Exhaust Heat Recovery System
All Hybrids – Exhaust Heat Recovery System P1 P3 P4 PS P0 P2 © BorgWarner Inc.
Slide 40: Hybrid Summary
Hybrid Summary  Hybrid market is growing quickly  We have a wide variety of hybrid specific products  Hybrids use highly efficient internal combustion engines  Hybrids are additive to our business  We are winning business, increasing our penetration and content per vehicle © BorgWarner Inc.

BorgWarner — Investor Day (February 2017) on 6ix

Borgwarner — Investor Day (February 2017)

Slide 1: Combustion

Slide 2: Gasoline Turbocharger

Slide 3: Gasoline Exhaust Gas Recirculation (EGR) System

Slide 4: 2/3 Step Discrete Valve Lift Cam/Cam Lobe System

Slide 5: Compact High Energy Ignition Coil

Slide 6: Stop/Start Accumulator

Slide 7: i-Clutch Actuation System for Manual Transmissions

Slide 8: Dual Mode Coolant Pump

Slide 9: Combustion Vehicle Summary

Slide 10: Commercial Vehicle

Slide 11: Dual Clutch for Commercial Vehicle

Slide 12: Exhaust Gas Recirculation Module

Slide 13: Heavy Duty Transfer Case – Class 5+

Slide 14: Chain

Slide 15: Compact Variable Coolant Pump

Slide 16: Electric Fan 48V

Slide 17: eTurbo for Commercial Vehicle

Slide 18: Electric Drive Motor for Commercial Vehicles

Slide 19: Commercial Vehicle Summary

Slide 20: Electric

Slide 21: EV Transmission and e-Drive Motor

Slide 22: Integrated Electric Drive Module (eDM)

Slide 23: HY-VO Drive Chain

Slide 24: High Voltage Cabin Air Heater

Slide 25: High Voltage Liquid Coolant Heater

Slide 26: Fuel Cell Air Supply

Slide 27: Electric Summary

Slide 28: Auxiliary Coolant Pump

Slide 29: Hybrid

Slide 30: Hybrid Architecture

Slide 31: iBAS Belt Alternator Starter with Integrated Electronics

Slide 32: Clutch and Motor/Generator Module – Co-Axial

Slide 33: Component Supply Options

Slide 34: PS Component Supply

Slide 35: Hybrid Chain Drive

Slide 36: eAWD Electric Drive Module 48V

Slide 37: Complementary Hybrid Products

Slide 38: Mild Hybrids – eBooster 48V

Slide 39: All Hybrids – Exhaust Heat Recovery System

Slide 40: Hybrid Summary