Autoliv, Inc. · NYSE:ALV
Autoliv — Investor Day (October 2015)
21 slides from Autoliv's investor day presentation, Oct 2, 2015
Slide 1: Towards Autonomous Driving
Towards Autonomous Driving Frank Melzer October 2
Slide 2: Global Trends - Changing World
Global Trends - Changing World Biggest change in 130 years Automobile Trend for Urbanization ‒ Less and less possibilities for “Fun to Drive” Technology trend big data and automation ‒ IT and semiconductor industry “discovered” the car Increased security needs ‒ Safety standards are driven tow
Slide 3: Impact on Driver
Impact on Driver Increasing situations with need for Real Life Safety Under challenged Fun to drive Stressed Boring situations – distracted driver Enjoyable situations – focused driver Critical situations - paralyzed driver Need for active safety 3 Copyright Autoliv Inc., All Rights Reserved
Slide 4: Industry Roadmap towards Automated Driving
Industry Roadmap towards Automated Driving From driver only to full automation Driver Change of responsibility System SAFE OPERATION TODAY SAFE OPERATION EVEN UNDER FAILURE Driver without Feet off Hands off Eyes off Mind off Driver off assistance System monitors & System copes with transfers to driv
Slide 5: Five Key Technologies pave the Way
Five Key Technologies pave the Way Development driven by Semiconductor and Software Technology Autoliv Scope – Complete System Integration on Vehicle Level Sensors Range of different technologies Control Centralized high performance computing power Software Environment and decision model Act
Slide 6: Three pillars of Autoliv Electronics
Three pillars of Autoliv Electronics M&A is strengthening our way to $3B Autoliv Electronics Passive Safety Electronics Active Safety Passive Safety Electronics ADAS Brake Control Systems 2014 approx. $1B 2014 approx. $500M 2016 approx. $600M* 2019 > $1B 2019 > $1B 2019 < $1B M&A MACOM JV with SW IP
Slide 7: Customer Portfolio
Customer Portfolio Strong position with key customers Passive Safety Electronics Customer base 9 out of TOP 20 OEM* Autoliv has largest share at all 9 customers Active Safety Customer base 6 out of TOP 20 OEM* Autoliv has largest share at 4 customers (*) Basis: TOP 20 Safety Electronics Customer
Slide 8: New Requirements drive the Market
New Requirements drive the Market From standard situations to Real Life Safety Standardized Test Scenarios Real Life Situations and Benefit 8 Copyright Autoliv Inc., All Rights Reserved
Slide 9: Active Safety System 2015: Base Solution
Active Safety System 2015 Range of Sensing Technologies and System Segmentation Sensing System Segmentation State of the art Radar Vision Infrared Lidar Ultrasonic Mono or Stereo Vision system Rear radar ADAS control unit ECU fusion solution Front radar Corner radar Mono or Stereo Vision system Base
Slide 10: AEB Euro NCAP 5-star Solutions 2015
AEB Euro NCAP 5-star Solutions 2015 Fusion Systems dominate the market Mono Stereo Lidar 4.) Radar Fusion Camera Camera OEMs 1.) 5 3 6 2 12 Exclusive solution at OEM 2.) 1 0 1 2 5 Best Euro NCAP Rating 3.) 6% 84% 87% 91% 100% 1.) Number of OEMs out of Top20 using the solution (multiple counts possib
Slide 11: Evolving 5-Star NCAP Requirements
Evolving 5-Star NCAP Requirements Real Life Safety will rely on more complex Sensor Fusion Solutions 2013 2014 2016 2018 2020 Market Intro Preferred Central ADAS ECU Autoliv 1st Market Intro Preferred Front Corner Radar Autoliv 1st AEB Mono AEB Radar 1 sensor Fusion Fusion Front Sensor Autoliv 1st r
Slide 12: Sensors - Radar Technology
Sensors - Radar Technology Broadest portfolio in the market Front and Rear Radar Systems in production on >80 different vehicles Market leader with Radar Only NCAP 5 star solutions New technology platform 77 GHz launching 2015 Portfolio of all Radar Sensor Technologies 12 Copyright Autoliv Inc
Slide 13: Sensors - Vision Technology
Sensors - Vision Technology Broadest technology platform – Mono – Stereo – Night vision 2013 First to market with Vision based AEB 2015 Mono Camera with Autoliv owned algorithm Autoliv Stereo Camera with own AEB 2017 Mono Camera with Autoliv Vision based AEB AEB Autonomous Emergency Braking Mo
Slide 14: Computer Vision Technology
Computer Vision Technology Broad capabilities for growth Scalable Hardware Solutions for 1 to 6+ function cameras Stereovision with the advantage of a 3D view of the world - real-life safety solution In-depth knowledge of sensor algorithms enables optimized Fusion solutions Driveable Road Surf
Slide 15: Controls - ADAS ECU
Controls - ADAS ECU The brain of an active safety system World First Central ADAS ECU Launching 2015 Autoliv is Industry Leader in integration of Safety Features Scalable Hardware Solution World first central ADAS ECU 15 Copyright Autoliv Inc., All Rights Reserved
Slide 16: Controls - Passive Safety ECU
Controls - Passive Safety ECU Breakthrough Innovation paved the way to leadership % Market Share* 25 Competitor 1 20 Competitor 2 15 Competitor 3 10 5 Integration of IMU Sensor Integrated Rollover Sensing Integration Brake Control 0 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 2001: 2
Slide 17: Software - Autoliv Feature and System Software
Software - Autoliv Feature and System Software Broad capabilities for growth Joint development on Autonomous driving features with 2 OEMs Licensing Volvo ADAS software feature package and IP In-house development of system integration, algorithms and features 17 Copyright Autoliv Inc., All Righ
Slide 18: Actuators - Brake Control Systems
Actuators - Brake Control Systems Market drivers - changing towards electric actuated brake control systems Powertrain / CO2 reduction Active Safety Total Cost Comfort Hybrid / EV Evolution of ICE Brake Feel or Reduction of Regenerative braking Low / no vacuum High response AEB Variable characterist
Slide 19: Actuators - New Braking Control Systems Architecture
Actuators - New Braking Control Systems Architecture Hardware Integration Current System Servo assisted brake Integrated Power Brake Power Source or Apply Brake Control More than 15 years experience with electrically actuated brake systems Market Leader Power Braking System 1 Million Systems 201
Slide 20: Towards Automated Driving
Towards Automated Driving Saving Lives through Real Life Safety Our Mission guides our Growth Levers Customer Technology People 20 Copyright Autoliv Inc., All Rights Reserved
Slide 21: Every year, Autoliv's products save over 30,000 lives
Every year, Autoliv’s products save over 30,000 lives and prevent ten times as many severe injuries 21 Copyright Autoliv Inc., All Rights Reserved