Aptiv Plc · NYSE:APTV
Aptiv — 2019 RBC Capital Markets Future of Mobility Conference
13 slides from Aptiv's conference presentation, Jun 6, 2019
Slide 1: 2019 RBC Capital Markets – Future of Mobility Conference
June 6, 2019 2019 RBC CAPITAL MARKETS – FUTURE OF MOBILITY CONFERENCE Karl Iagnemma President, Aptiv Autonomous Mobility
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: Urban Mobility Challenges and Benefits of Smart Mobility
Urban Mobility BENEFITS of smart mobility CHALLENGES by 2050 automation to cities +70% +40% 87% 28% Of Population Freight Fewer Accidents Fewer Vehicles 5x 4x 3x 66% 44% 30% Emissions Cost Travel time Lower Emissions Fewer Parking Spaces Shorter Travel Time Source: Arthur D. Little, World Economic F
Slide 4: Leveraging Aptiv's Full Capabilities
Leveraging Aptiv’s Full Capabilities FLEXIBLE AND SCALABLE APPROACH TO SOFTWARE, RUNNING ON OPTIMIZED VEHICLE ARCHITECTURE LEVEL 1 to LEVEL 5 ADVANCED CLOUD SOFTWARE 01100011 MODULAR APPROACH POLICY & PLANNING SCALABLE PLATFORM 10001100 </> 01011101 APPLICATION LAYER Flexible software design allows
Slide 5: Structured AI Approach
Structured AI Approach COMBINING THE BEST OF RULES BASED AND AI APPROACHES TO AUTOMATED DRIVING SOFTWARE DEVELOPMENT 1. 这只是一个. 2. 测试句子。 3. 我不会说中文 LAWS INTERPRETATION SPECIFICATION IMPLEMENTATION BEHAVIOR EXPLAINABLE START WITH RULES OF THE ROAD • Rules organized hierarchically with some rules more i
Slide 6: Las Vegas Commercial Deployment
Las Vegas Commercial Deployment DEVELOPING APPROACH THAT ALLOWS APTIV TO QUICKLY AND EFFICIENTLY SCALE FUTURE DEPLOYMENTS 50K+ 9 10 4.95 GAINING REAL-WORLD EXPERIENCE OUT • Deep understanding of support requirements for ongoing operations OF • Act as an ambassador for the technology PAID AV RIDES WO
Slide 7: Path to Commercialization
Path to Commercialization CONTINUED PROGRESS, DEPLOYMENT TIMEFRAME REMAINS UNCHANGED NEXT GENERATION VEHICLE PLATFORM Vehicle capable of driverless operation Moderate FOV camera • Short range radar (2x) • Long range radar (3x) • Long range radar (2x) • High def lidar (2x) • Short range lidar (2x) •
Slide 8: Smart City Selection
Smart City Selection DEPLOYMENTS EXECUTED ON A SELECTIVE CITY BY CITY BASIS TO MAXIMIZE RETURN ON INVESTMENT MARKET SELECTION CRITERIA DEEP UNDERSTANDING OF OPERATIONAL DOMAIN IMPACTS ON CITY DEPLOYABILITY DEMOGRAPHIC • Ride Hailing Penetration And Driver Income • Population Density • Climate / Weat
Slide 9: AMoD Requires Four Primary Roles
AMoD Requires Four Primary Roles MOBILITY PROVIDERS NEED APTIV AUTOMATED DRIVING SOLUTIONS AUTOMATED ASSET NETWORK DRIVING VEHICLE OWNER & PROVIDER SYSTEM MANAGER • Software • Vehicle development • Vehicle ownership • Consumer interface • Sensors • Vehicle production • Vehicle financing • Demand ful
Slide 10: Automated Mobility Deployment Phases
Automated Mobility Deployment Phases APTIV UNIQUELY POSITIONED FOR SUCCESS ACROSS EACH PHASE OF AD MATURITY 2020 TODAY DRIVER OUT 2022 2025 2030 OF THE VEHICLE PHASE COMMERCIAL GREENFIELD BROADER OEM DEMONSTRATIONS LAUNCHES ADOPTION CONVERGENCE SOFTWARE MATURITY LIMITED CAPABILITIES SMALL, BUT VIABL
Slide 11: How Aptiv Makes Money
How Aptiv Makes Money BUSINESS MODEL DRIVES HIGHER MARGIN RECURRING REVENUE DATA MONETIZATION AMoD REVENUE 4 Enable data acquisition and monetization 70 - 80% RECURRING REVENUE AT SCALE through edge processing and OTA $ Billions FLEET MONITORING 3 RECURRING Support network operators through AV fleet
Slide 12: Summary
Summary AUTOMATED MOBILITY ON TRACK TO 2025 TARGETS • Clear strategy for commercialization drives efficient capital deployment, avoids channel conflict • Deep understanding of operational and regulatory impacts ensures smooth deployments TECHNOLOGY CAPABILITIES DEVELOPING AS EXPECTED • 2021 / 2022:
Slide 13: “APTIV:
“APTIV:
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