MARIUS WUNDER

IV. Deutsches BIM-Forum 16.05.19

Digitalization in the Building Material Industry

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Investments in digital Building Material Startups increase

123

223

181

0

100

200

300

800 786

20152012 2013 2014 2016 2017

131

274

+43%

Materials

marketplaces

Connecting homeowners

to professionals

Connected building

materials

Product

innovation

Global investments in digital building

material Startups1 ($M)

Main focus area of

Venture Capital

28%

35%

17%

20%

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collaborated with

XtreeE and Vinci

for 3D printing

Strong digital activities to capture the opportunity

500+

$200

M

Source: Press research, BCG analysis

New

Concept

takes

lifecycle approach

to information

management

using BIM

invested

in 4 new offsite

manufacturing

plants

experiments with

flying factories to

assemble parts

close to siteprojects New

concept

Investment

Tech giants

$7M

$30

M

~600Kaims to

boost it's smart

home business at

its roots Investment

plans to invest in

offsite produced

homes for

employees

provides building

material related

products online

invests in solar

roof which is

expected to last

at least 30 yearsInvestment

Products

Industry

~11K

Orders

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BIM will have an impact on Building Materials players

BIM will enable new

ways of production

and work

Industry players will

collaborate and

integrating along the

value chain

BIM will drive a

performance step-

change

Omni-channels, big

data and sales

effectiveness will

pose both threat and

opportunities on

margin

Source: BCG analysis

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5

Apis-CorConcrete HouseMoscow, Russia

2017

SOM/ONRLAMIE PavilionOak Ridge, USA2016

DUS architectsCanal House

Amsterdam, Netherlands2016/2017

Huashang TengdaTwo-storey villa

Beijing, China2016

IAAC & AccionaPrinted concrete bridgeBarcelona, Spain2016

MX3DPrinted Metal Bridge

Amsterdam, Netherlands2017

WinSunHouses, 6-storey, Mansion

Shanghai, China2014

Bouygues and Batiprint 3DSocial Housing

Nantes, France2017

LoughboroughUniversity & Skanskabuilding componentsLeicestershire, UK2016

Vinci & XTreeE & LHLoad-bearing structure

Paris, France2016

MITPrinted Dome

Mountainview, USA2017

D-ShapeCasa Ferreri

Italy2010

Ruijssenaar (with D-Shape)Bench for landscape house

Amsterdam, Netherlands2016

TU EindhovenROHACO & BAM

Pavilion and BicycleBridge

Eindhoven,Netherlands

2016/17

Dubai Future Foundation(Winsun, Gensler)

Printed officeDubai, UAE

2016

WASPEco-village

Massa Lomarda, Italy2016

WATG withBranch Technology

Freeform homeChattanooga, USA

2017

Alex LeRouxTiny House

Houston, USA2016

Laboratory for Creative DesignVulcan PavilionBeijing, China

2015

Andrey RudenkoCastle

Minnesota, USA 2014

Emerging ObjectsCement Pavilion

Berkeley ,USA2015

Smith Allen StudioArchitectural SculptureMendocino , USA2013

Freefab (Laing O’Rourke)FreeFAB Wax molds

Chippendale, Australia2017

CazzaOffices, skyscrapers

Dubai, UAEFuture

ETH ZurichDFAB House

Zurich, Switzerland2017

CYBE ConstructionR&Drone Laboratory

Dubai, UAE2017

PassivDomMobile House

Ukraine2017

Concr3deNew Palmyra

Rotterdam, Netherlands 2016

3D printing projects worldwide

This map

includes 3D

printing

activities

published to

2018

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6

Today, little integration across value chain steps…

Source: BCG analysis

InspirationDesign &

EngineeringConstruction

Material

SupplyDistribution Operations

Detail design

Develop

technical

drawings &

engineering

plans

Purchase

material

Coordinate

sub-

contractors &

manage site

Construct

buildings

Provide style

examples

Set design

trends

Produce &

supply

building

materials and

other parts

Store &

deliver

materials

Consult

Offer

financing

Run &

maintain

buildings

Advise on

required

repairs

Hamburg

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… But various disruptive integrated business models emerging, thanks to tech companies and startups

InspirationDesign &

EngineeringConstruction

Material

SupplyDistribution Operations

Software solutions for collaborative end-to-end construction

End-customer configurator

Modular standardized offsite construction

Automated on-site construction (3D printing)

E-

commerce

"Get the

style"Automated

design

Smart home

Remote

building

mgmt.

Industry 4.0

Integration models along the value chain

Source: BCG analysis

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Digitalization starts with BIM

Collaboration

Advanced dimensional

and technical properties

+ Facility management

Information on operability

and maintenance

+ Sustainability

Information on energy

usage, emissions,

recyclability

+ Costs

Information on costs for

each element in the

model

+ Scheduling

Information on

construction sequences

over time

• 2D CAD drafting only

• Paper or email

• Each publishes and

maintains its own data

• 3D CAD concept work 2D

statutory approval doc.

• Electronic (email)

• Each publishes and

maintains its own data

• 3D CAD by all parties

• Electronic (email, cloud)

• Exchange of information

with common file format

for consolidated BIM model

• 3D CAD by all parties

• Electronic (cloud)

• OpenBIM, i.e. one single

shared project model

Level 0 Level 1 Level 2 Level 3

xD

Sophistication

4D

5D

6D

3D

Design dimension

Data sharing

Collaboration

Majority of projects with

BIMCurrent shift

Few projects today

Future moves expected

Source: BCG analysis

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Online platforms for interaction are growing rapidly

1

2

3

5

4

6

1

2

3

6

Marketplaces and

online platforms

Real estate and

property development

Home improvement

products

4Lumber and wood

products

5 Millworks

Chemicals and

specialty coatings

Platforms and BIM

Collaboration tools

1

2

3

5

4

6

2008 2018

Clusters of Building Material companies(Assignment of companies via unique key words)

Sources: Quid-Analysis, BCG analysis

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Building Materials @ BCG

1. Western Europe, South America and Africa 2. Central and Eastern Europe, Middle East and Affiliates Note: Active defined as min. 3 cases within past 5 years; professionals include all team members involved with min. 3 cases within past 5 years (consulting and non-consulting staff) Source: BCG

Cases in North

America

57

Cases in WESA1

75

of BCG's revenues in IG

~ 8%Active

partners

~ 55Core

professionals

~ 200OPS

Centers

11

150 44

Cases in CEMA2Cases in Asia

Pacific

Sales & Marketing

Market Insights

Operations

5

Last

years

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BCG is thought leaders in both digital and building materials and digital construction

Shaping the Future of

Construction — Inspiring

innovators redefine the

industry

Digital in E&C:

The Transformative

Power of BIM

The BIM Revolution

Comes to Building

Materials

Shaping the Future of

Construction — A

Breakthrough in Mindset and

Technology

A Guide to the

Revolution

in Smart Buildings

Building Materials Makers

Forge a Digital Path to

Homeowners

Will 3D Printing Remodel

the Construction

Industry

Bringing Digital

Disruption

To Building Materials

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DigitalBCG is a significant part of our business today

9Incubation hubs and

labs

3K+Digital experts

>30%Revenue share

of digital

500+Data

scientists

6Innovation centers for operations

>2KDigital

projects since 2017

300+Digital thought

leadership publications

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BCG creates top thought leadership contend in Germany

14

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