Sensata Technologies Holding Plc · NYSE:ST
Sensata Technologies — Investor Day (December 2017)
20 slides from Sensata Technologies's investor day presentation, Dec 12, 2017
Slide 1: 2017 Investor Day
2017 InvestorDay & New York City | December 12, 2017 ¢ “eses' °s?° Sensata Technologies
Slide 2: Accelerating Growth, While Investing for Long-Term Trends in Electrification & Autonomy
ACCELERATING GROWTH, WHILE INVESTING FOR LONG- TERM TRENDS IN ELECTRIFICATION & AUTONOMY Steven Beringhause CTO and EVP of Performance Sensing
Slide 3: Overview of Auto Business
Overview of Auto Business Global leader in the largest end market for sensing, enabling scale and strong customer positions Mission-critical, hard–to–do, stringent- specification sensing applications History of successfully capitalizing on discontinuities in the marketplace SENSATA 2017 INVEST
Slide 4: Today's Auto business is well-positioned with customers and technologies to deliver future growth
Today’s Auto business is well-positioned with customers and technologies to deliver future growth FY-17E REVENUE BY GEOGRAPHY FY-17E REVENUE BY VEHICLE SEGMENT Traditional Powertrain Americas 17% Europe 31% 40% Safety, Chassis Electrified 46% Ready 23% Asia Cabin 29% 14% Global and Regional Customer
Slide 5: Three key trends will drive mid-single digit organic revenue over next three years
We expect that three key trends will drive mid-single digit organic revenue over the next three years, already secured 90% of 2020E revenue Next 3 Years CLEAN & ELECTRIFICATION CHINA EFFICIENT Further expansion Sustained vehicle Mandates for cleaner, of electrification modernization more efficient v
Slide 6: Clean & Efficient
CLEAN & EFFICIENT
Slide 7: Building cleaner, high-efficiency powertrains drives significant growth over the next three years
Building cleaner, high-efficiency powertrains drives significant growth over the next three years Better On-Board Low Pressure Focus Diagnostics Leveraging the Schrader Sensors diagnose fuel acquisition low pressure vapor leakage MEMS technology Better Combustion Tighter control of amount and 8 & 9
Slide 8: More prominent drop of diesel share in Europe offset by gasoline content gains
We are planning for a more prominent drop of diesel share in Europe, but this is more than offset from content gains on gasoline engines EUROPE ENGINE/EXHAUST REVENUE EUROPE DIESEL PRODUCTION MARKET SHARE ~4-5% 60% increase in combined revenue 55% 50% 45% 40% 35% 30% 25% 2017E 2022 2011 2012 2013 20
Slide 9: Electrification
ELECTRIFICATION
Slide 10: Electrification continues to be a tailwind adding opportunities to measure
Electrification continues to be a tailwind adding opportunities to “measure” as vehicles further electrify Fleet Modernization, Generation 1 and 2 Electric Subsystems More Efficient Hybrids Battery Electric NEED Cleaner combustion Efficiency without sacrificing Transition powertrain engines, better
Slide 11: Future generation Electric Vehicles will drive increased opportunity
Future generation Electric Vehicles (EV) will drive increased opportunity Hybrid Electric Vehicle (HEV) Plug-In EV Battery EV Battery/Fuel Cell • Electrical Protection “ The electric motor and control strategies are in their infancy. The engineers are just starting to figure out what they want
Slide 12: Case Study: HVAC transforms from one sensor to two-five sensors on a Battery Electric Vehicle
Case Study: HVAC transforms from one sensor to two – five sensors on a Battery Electric Vehicle Conventional Hybrid/Gen 1 Gen 2+ Vehicle Electric Vehicle Electric Vehicle Air Conditioning only – Heat plus Air Conditioning – Additional Cooling Loops – one Sensor two Sensors up to five Sensors Compres
Slide 13: Slide excluded from this deck
SLIDE 13 EXCLUDED FROM THIS DECK. SLIDE SHOWN AS PART OF LIVE, IN-ROOM PRESENTATION ONLY
Slide 14: China
CHINA
Slide 15: Auto sensor content per vehicle in China will increase by 2020
Our Auto Sensor Content per vehicle in China will increase 50% by 2020 as fleet modernization and electrification happen simultaneously Electrification • Electronic Stability Control System Pressure Sensor • Air Conditioner Pressure Tire Pressure and Temperature Sensor Monitoring System • Tire Press
Slide 16: Strong value proposition to Chinese customers helps drive growth
Strong value proposition to Chinese customers helps drive growth We look like a local Chinese company and have had a local presence for more than 20 years Gives customers • Local engineer to engineer contact – products for China confidence Sensata is are developed in China there to support them • Lo
Slide 17: Autonomy adds an additional longer-term growth driver
Autonomy adds an additional longer-term growth driver CLEAN & ELECTRIFICATION CHINA AUTONOMY EFFICIENT Further expansion Sustained vehicle Enabling autonomy and Mandates for cleaner, of electrification modernization operational efficiencies more efficient vehicles in China SENSATA 2017 INVESTOR DAY
Slide 18: Well-positioned to capitalize on a large market for autonomous vehicles
Sensata is well-positioned to capitalize on a large, attractive market for autonomous vehicles WHAT’S THE HEALTH WHERE AM I? WHAT’S AROUND ME? OF MY VEHICLE? Monitoring the health of the Providing additional inputs to Providing an understanding vehicle for better fleet enable more accurate and of th
Slide 19: Sensata and Quanergy partner on differentiated LiDAR sensors
Sensata and Quanergy as partners are taking a differentiated approach to LiDAR sensors SENSATA has well-established QUANERGY is a leader automotive credibility in Solid State LiDAR Technology includes – no moving parts – meets automotive reliability and quality requirements – Software configurable s
Slide 20: Key takeaways
Key takeaways Clean and efficient gasoline engines, electrification and China will accelerate near-term growth in the auto business Discontinuities of electrification and autonomy drive huge opportunities for Sensata Auto business, through strong customer engagements and technology competencie