Aptiv Plc · NYSE:APTV
Aptiv — Baird 2015 Industrial Conference
14 slides from Aptiv's conference presentation, Nov 11, 2015
Slide 1: Baird 2015 Industrial Conference
November 11, 2015 Baird 2015 Industrial Conference Jeff Owens Chief Technology Officer and Executive Vice President
Slide 2: Forward-looking statements
Forward-looking statements This presentation, as well as other statements made by Delphi Automotive 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 performa
Slide 3: Delphi at a glance
Delphi at a glance Portfolio focused on relevant megatrends 2014 revenue $17.0B 2014 operating margin ~12% Safe 2014 cash returned ~$1.3B Connected Engineers and scientists 20,000 IPO through 2014 TSR ~250% Green Business model that delivers value 3 Note: Total shareholder return (TSR) is defined as
Slide 4: Why we're the leader in technology
Why we’re the leader in technology • Strategic partnerships with over 30 leading technology companies Strategic partnerships • Relationships provide accessibility to various software and applications • Delphi Technology Advisory Council to promote intuitive innovation • Mature global footprint with
Slide 5: Evolving to be greener, safer and more connected
Evolving to be greener, safer and more connected Market drivers 2010 Delphi portfolio 2015 innovation Internet connectivity Brought-in content Onboard features Connected Infotainment Driver sensing Automated driving Advanced Driver Active Safety Assistance System (ADAS) Better fuel economy Lower emi
Slide 6: Technology connecting our future
Technology connecting our future Integrated Cockpit Eye Gaze Control Clear Voice Controller Reduces driver distraction and Next generation natural voice fuses with voice control recognition technology; extremely Creates an integrated in-vehicle accurate and frustration free experience that is safe,
Slide 7: Increasing electrical architecture content
Increasing electrical architecture content Cable Management Systems Cable/Wiring Connectors Enables Digital Data Electrification content growth 2 2.5 miles 350 Up to 1.5 Up to 600 V 0 2 gigabit/sec 0 2 0 1 1.5 miles 280 65 megabit/sec 12 V 5 +67% +25% +2,200% +50x increase connectors Requires archit
Slide 8: Technology safely driving our future
Technology safely driving our future Delphi Integrated V2X - DSRC Communications link between other Multi-Domain Forward Vision Camera vehicles and infrastructure Utilizing Mobileye EyeQ3 technology Controller Centralized computing platform Electronically Scanning Radars Long range sensing functions
Slide 9: Stages of automated driving
Stages of automated driving Classification of automation Level 4 Full Self-Driving Automation Level 3 Limited Self-Driving Automation Level 2 Driver able to cede full Combined function Automation control of all safety- Level 1 Driver able to cede full critical functions for an Function-specific Auto
Slide 10: Increasing content per vehicle
Increasing content per vehicle Lidar Radar sensors Embedded sensors +$1,200 controls +$600 CPV Vision sensors +$200 CPV Additional architecture +$150-$200 CPV Powertrain +$90 CPV actuation +$50 CPV CPV +$2,000 - $2,500 CPV when moving to a fully autonomous vehicle 10 Note: assumes six lidar sensors,
Slide 11: Increasing emissions regulations
Increasing emissions regulations Miles per gallon Grams of CO2 per kilometer 65 EU 270 60 64.8 250 55 230 China 50 50.1 U.S. 210 54.5 190 45 170 40 150 35 130 U.S. 30 110 107 25 90 EU China 95 116 20 70 2000 2005 2010 2015 2020 2025 2000 2005 2010 2015 2020 2025 Next-generation, high efficiency engi
Slide 12: Regulations drive fuel economy solutions
Regulations drive fuel economy solutions Regulatory trends driving growth Maximizing Delphi content US fuel economy – 54.5 mpg by 2025 EU emissions – 95 CO2 g/km by 2021 55 Fuel economy improvement, % 50 MAP Sensor Full Hybrid Variable Valve 45 Diesel Lifter 40 Injector GDi Injector 35 30 Turbo Dies
Slide 13: Why we're the leader in technology
Why we’re the leader in technology • Strategic partnerships with over 30 leading technology companies Strategic partnerships • Relationships provide accessibility to various software and applications • Delphi Technology Advisory Council to promote intuitive innovation • Mature global footprint with
Slide 14: The future. Now.
sthe future. Now. DELPHI Innovation for the Real World