Aptiv Plc · NYSE:APTV
Aptiv — Investor Day (September 2023)
39 slides from Aptiv's investor day presentation, Sep 19, 2023
Slide 1: Aptiv and Wind River: Software Teach-In
September 19, 2023 APTIV AND WIND RIVER: SOFTWARE TEACH-IN
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation, as well as other statements made by Aptiv PLC (the “Company”), contain forward-looking statements that reflect, when made, the Company’s current views with respect to current events, certain investments and acquisitions and financial performance. Such fo
Slide 3: Today's Discussion
Today’s Discussion INDUSTRY WIND RIVER ENABLING THE TRENDS SOLUTIONS SOFTWARE-DEFINED VEHICLE • The Emerging Intelligent Edge • Wind River Portfolio • Automotive Tech Stack Requirements • Requirements for Mission • Proven Solutions Across • Leveraging Combined Aptiv and Wind River Capabilities Criti
Slide 4: Today's Discussion
Today’s Discussion INDUSTRY WIND RIVER ENABLING THE TRENDS SOLUTIONS SOFTWARE-DEFINED VEHICLE • The Emerging Intelligent Edge • Wind River Portfolio • Automotive Tech Stack Requirements • Requirements for Mission • Proven Solutions Across • Leveraging Combined Aptiv and Wind River Capabilities Criti
Slide 5: The Software-Defined Future
The Software-Defined Future The digital transformation that has reshaped consumer ecosystems is now increasingly impacting the broader IoT. Unlocking its full potential will require enhanced processing and intelligence enabled by innovative new software solutions, deeply integrated with edge-to-clou
Slide 6: Key Digital Transformation Challenges
Key Digital Transformation Challenges SOLUTIONS ADDRESS SOFTWARE COMPLEXITY AND CONNECTIVITY TO UNLOCK NEW FEATURES INDUSTRY CHALLENGES THREE COMMON ARCHITECTURE SOLUTIONS ENABLE PATH FORWARD Manage increased software content and complexity • End-to-end DevSecOps platform Edge-to-Cloud • Full tracea
Slide 7: Leveraging The Emerging Intelligent Edge
Leveraging The Emerging Intelligent Edge SIMILAR TRANSFORMATION ACROSS INDUSTRIES RESULTING IN NEW OPPORTUNITIES TO CREATE VALUE FAR EDGE NEAR EDGE CLOUD Device Edge Infrastructure Edge Metro Edge Cloud & Data Center Sensors on the vehicle Data sent via wire to in-vehicle Data transmitted via 4G/5G
Slide 8: Varying Levels Of Maturity Across Industries
Varying Levels Of Maturity Across Industries CONSUMER END MARKETS AT SCALE; DIGITAL TRANSFORMATION OF OTHER INDUSTRIES ACCELERATING Next-Gen Hardware Cloud-Native Edge-to-Cloud More Mature Architectures Software Architectures Connectivity Platform Cloud-Native, SW-Defined Consumer At Scale At Scale
Slide 9: Attractive Opportunities For Growth
Attractive Opportunities For Growth SIGNIFICANT ADDRESSABLE MARKET FOR EDGE-TO-CLOUD PORTFOLIO 2022 ($B) 2030 ($B) ‘22-30 CAGR Key Trends 5G adoption driving a shift from proprietary Telco 1.2 7.2 26% hardware supplied by legacy vendors to virtualized, disaggregated network architectures Replacement
Slide 10: Architecture Solution Key Requirements
Architecture Solution Key Requirements MUST ADDRESS FOUNDATIONAL CLOUD-NATIVE ARCHITECTURE AND MISSION CRITICAL NEEDS LEGACY ARCHITECTURE CLOUD-NATIVE ARCHITECTURE MISSION CRITICAL “Hardware-Defined” / Status Quo Needed For All Software-Defined Applications Additional Prerequisites For Safety-Relate
Slide 11: Addressing "Mission Critical" Creates Value
Addressing “Mission Critical” Creates Value ENABLES HIGHEST POSSIBLE FLEXIBILITY AND PERFORMANCE WHILE REDUCING COST EXAMPLE INDUSTRY CHALLENGES CUSTOMER VALUE Reduces Certification Time and Cost Continuous • Safety certification for an aircraft program can take more By continuously certifying softw
Slide 12: Today's Discussion
Today’s Discussion INDUSTRY WIND RIVER ENABLING THE TRENDS SOLUTIONS SOFTWARE-DEFINED VEHICLE • The Emerging Intelligent Edge • Wind River Portfolio • Automotive Tech Stack Requirements • Requirements for Mission • Proven Solutions Across • Leveraging Combined Aptiv and Wind River Capabilities Criti
Slide 13: Wind River Introduction
Wind River Introduction Wind River Digital Feedback DevSecOps & Cloud Services Cloud Platform Loop Wind River Wind River Conductor Analytics GLOBAL LEADER IN DELIVERING Edge-to-Cloud SOFTWARE FOR MISSION-CRITICAL Connectivity Studio Test Automation Gallery Framework / Virtual Labs INTELLIGENT CONNEC
Slide 14: Containerized Software On The Edge
Containerized Software On The Edge WIND RIVER EDGE HAS SIGNIFICANT ADVANTAGES IN EMBEDDED, MISSION-CRITICAL APPLICATIONS Comprehensive portfolio enables Connectivity Platform DESCRIPTION COMPETITIVE ADVANTAGE Wind River to offer the solution(s) Edge-to-Cloud best suited to the application • Leading
Slide 15: Wind River Studio As A DevSecOps Solution (Developer)
Wind River Studio As A DevSecOps Solution STUDIO DEVELOPER REDUCES COMPLEXITY AND COST DURING APPLICATION DEVELOPMENT DEVELOPER Connectivity Platform (Phases 1 - 4) (Phases 2 - 4) (Phase 4) (Phase 4) (Phase 4) Edge-to-Cloud Studio Pipeline Test Automation Virtual System Gallery Manager Framework Lab
Slide 16: Wind River Studio As A DevSecOps Solution (Operator)
Wind River Studio As A DevSecOps Solution STUDIO OPERATOR TRANSFORMING END-USER SOFTWARE MANAGEMENT EXPERIENCE OPERATOR Connectivity Platform (Phases 5-8) (Phases 6-8) (Phases 7-8) (Phase 8) Edge-to-Cloud Wind River Digital Wind River Wind River Cloud Platform Feedback Loop Conductor Analytics Open-
Slide 17: Enabling The Aero & Defense Industry
Enabling The Aero & Defense Industry ACHIEVING COMMERCIAL SUCCESS BY ADDRESSING KEY TECHNICAL CHALLENGES Connectivity Platform ACTIVE PARTICIPANT OF NEW DOD INITIATIVES (JADC2 / PLATFORM ONE) Edge-to-Cloud Industry Challenge Wind River Solution Customer Value Aerospace & Defense Modern battlefields
Slide 18: Transforming The Telecom Industry
Transforming The Telecom Industry REVOLUTIONALIZING OPERATOR BUSINESS MODELS THROUGH CLOUD-NATIVE NETWORKS Wind River technology used in 5G Connectivity Platform Deployments of leading service providers Edge-to-Cloud Industry Challenge Wind River Solution Customer Value Service providers (CSPs) lock
Slide 19: Today's Discussion
Today’s Discussion INDUSTRY WIND RIVER ENABLING THE TRENDS SOLUTIONS SOFTWARE-DEFINED VEHICLE • The Emerging Intelligent Edge • Wind River Portfolio • Automotive Tech Stack Requirements • Requirements for Mission • Proven Solutions Across • Leveraging Combined Aptiv and Wind River Capabilities Criti
Slide 20: The Aptiv-Wind River Advantage (Video)
xxx XXXX Video: Click here to view ‘The Aptiv-Wind River Advantage’ 20
Slide 21: Track Record Delivering SW Defined Solutions
Track Record Delivering SW Defined Solutions APTIV DELIVERING INDUSTRY-LEADING EDGE-TO-CLOUD SOLUTIONS ACROSS FUNCTIONAL DOMAINS User Powertrain / ADAS Body Experience Chassis Cloud / Offboard SELECT CUSTOMER / PROGRAM HIGHLIGHTS Services Cloud DevSecOps Providing full-stack, scalable ADAS platform
Slide 22: New Approach Required For Auto
New Approach Required For Auto STRONG CASE FOR CHANGE AS SOFTWARE-RELATED DEVELOPMENT COSTS BECOME UNSUSTAINABLE LEGACY ARCHITECTURE Cumulative Cost Over Multiple Programs • Traditional monolithic architecture and DevSecOps environments lead to increasing cost and complexity SW Development & integra
Slide 23: Challenges Across Tech Stack Limits Transition
Challenges Across Tech Stack Limits Transition LITTLE-TO-NO READILY AVAILABLE SOLUTIONS THAT CAN MEET STRINGENT AUTOMOTIVE REQUIREMENTS CHALLENGES FACED BY OEMS DURING PROCESS OF DIGITIZATION BUSINESS IMPACT LACK OF READILY AVAILABLE SOLUTIONS Cloud / Offboard Services Inefficient Lifecycle Manageme
Slide 24: Aptiv + Wind River Addressing Those Needs
Aptiv + Wind River Addressing Those Needs COMBINED OFFERING INCLUDES ALL SOLUTIONS REQUIRED FOR A CLOUD-NATIVE ARCHITECTURE Cloud / Offboard Services Wind River Studio Developer and Operator CLOUD End-to-end, comprehensive software lifecycle management that Edge-to-Cloud enables cost- and time-effic
Slide 25: Move Toward Next-Gen Hardware Architecture
Move Toward Next-Gen Hardware Architecture OEMS ARE ROLLING OUT NEW ARCHITECTURES AND APTIV IS WELL POSITIONED TO RESPOND Connectivity Platform Industry rapidly moving towards next-gen architectures Aptiv well positioned to capitalize on industry shift Edge-to-Cloud POWER DATA CENTER (PDC) ~25% Powe
Slide 26: Containerized Software Applications
Containerized Software Applications SOFTWARE MODULARIZED AND CONTAINERIZED TO REMOVE DEPENDENCIES AND IMPROVE UPDATABILITY Connectivity Platform Edge-to-Cloud Software Architectures Cloud-Native See animation in webcast replay. Next-Gen Hardware Architectures 26 Aptiv & Wind River: Software Teach-In
Slide 27: Edge-To-Cloud DevSecOps Platform
Edge-To-Cloud DevSecOps Platform SIGNIFICANTLY SIMPLIFY SOFTWARE DEVELOPMENT AND POST-PRODUCTION LIFECYCLE MANAGEMENT LEGACY APPROACH CLOUD-NATIVE APPROACH Connectivity Platform Using Legacy Toolchain Enabled by Wind River Studio Edge-to-Cloud • Lack of standardized and • Standardized, integrated in
Slide 28: Greater Innovation With Lower Development Cost
Greater Innovation With Lower Development Cost CLOUD-NATIVE APPROACH CREATES SIGNIFICANT COST SAVINGS OVER THE VEHICLE LIFECYCLE MODERN APPROACH TO LIFECYCLE MANAGEMENT LEGACY ARCHITECTURE OEM Cost Savings Cumulative Cost Over Multiple Programs SW Development & integration costs ~25% Expected Cost S
Slide 29: A Future of Intelligent Edge
A Future of Intelligent Edge CLOUD-NATIVE ARCHITECTURE WILL UNLOCK FULL POTENTIAL OF INTELLIGENT EDGE IN AUTOMOTIVE See animation in webcast replay. 29 Aptiv & Wind River: Software Teach-In | September 19, 2023 | Aptiv
Slide 30: Avoiding Lock-In For Highest Spend Categories
Avoiding Lock-In For Highest Spend Categories DELIVERING SUPPLIER FLEXIBILITY FOR INCREASINGLY COMPLEX SOFTWARE-DEFINED SOLUTIONS Largest OEM spending categories are Semi & Cloud Aptiv solutions help increase flexibility and reduce lock-in 2030 OEM software-related spend Semiconductors / Compute HAR
Slide 31: Flexible Go-To-Market Approach
Flexible Go-To-Market Approach ALLOWS FOR MODULARITY AND FLEXIBILITY, CATERING TO SPECIFIC CUSTOMER NEEDS Hardware & Partial Full System Software-as-a-Product Software The Aptiv Advantage DevSecOps Modular and flexible business model and/or and/or provides Aptiv with commercial Applications advantag
Slide 32: Example: Applying Solution To Gen 6 ADAS
Example: Applying Solution To Gen 6 ADAS APTIV’S BROAD AND MODULAR PORTFOLIO IS UNMATCHED IN THE INDUSTRY + End-to-end, modular, full stack ADAS offering Cloud / Offboard Open, connected platform for: Services • OTA updateability / enhancements and security Cloud • Simplified and automated testing a
Slide 33: Expanding Silicon And Cloud Partner Ecosystem
Expanding Silicon And Cloud Partner Ecosystem BROAD RELATIONSHIP HELPS WIND RIVER PRODUCTS DRIVE COST SAVINGS AND SUPPLY CHAIN RESILIENCY Select SoC Suppliers Connectivity Platform Edge-to-Cloud Software Architectures Cloud-Native Select Cloud Service Providers Next-Gen Hardware Architectures 33 Apt
Slide 34: Aptiv-Wind River Commercial Success
Aptiv-Wind River Commercial Success EARLY TRACTION OF APTIV-WIND RIVER SOLUTION AND STRONG, ONGOING COMMERCIAL ENGAGEMENTS Full System Hardware & Partial Software Software-as-a-Product Global European OEM Q1’23 NEW BUSINESS AWARD Q2’23 NEW BUSINESS AWARD Q2’22 WIND RIVER STUDIO AWARD Awarded Aptiv’s
Slide 35: Attractive And Growing Market Opportunity
Attractive And Growing Market Opportunity APTIV SOFTWARE OFFERINGS ADDRESSING CONSIDERABLE MARKET DEMAND TOTAL ADDRESSABLE MARKET REVENUE (Billions) ($ Billions) $37 ~$3 Domain- specific SW Domain- • Active Safety SW specific • User Experience SW $21 SW • Body, Chassis, Powertrain SW Auto MW/OS $13
Slide 36: Summary
Summary NEAR FUTURE CUSTOMERS TO TRANSITION TO SOFTWARE-DEFINED FUTURE REALIZE FULL Multiple industries recognizing the benefits of software-defined, intelligent edge solutions BENEFITS NEAR TERM WIND RIVER DRIVING CLOUD-NATIVE TRANSITION CONTINUED INNOVATION Wind River Software Platform and Wind Ri
Slide 37: Aptiv
“APTIV:
Slide 38: Automotive Tech Stack
Automotive Tech Stack APTIV EXPERIENCE IN DELIVERING EDGE-TO-CLOUD SOLUTIONS ACROSS FUNCTIONAL DOMAINS ADAS User Experience Body Powertrain / Chassis Cloud / Offboard Automated simulation, ML Connected services; Remote battery health Additional value add Predictive maintenance Services training pers
Slide 39: Wind River Portfolio
Wind River Portfolio CLOUD-NATIVE MIDDLEWARE AND END-TO-END DEVOPS PLATFORM TO ENABLE SOFTWARE-DEFINED FUTURE DevSecOps & Cloud Services Wind River Cloud Platform Wind River Conductor Digital Feedback Loop Wind River Analytics Integrated platform for deployment Monitors and orchestrates Data pipelin