Aptiv Plc · NYSE:APTV
Aptiv — Delphi Automotive — KeyBanc Capital Markets 2015 Industrial, Automotive & Transportation Conference
17 slides from Aptiv's conference presentation, May 27, 2015
Slide 1: KeyBanc Industrial, Automotive & Transportation Conference
May 27, 2015 KeyBanc Industrial, Automotive & Transportation Conference Jeff Owens Executive Vice President and Chief Technology Officer
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 and financial performance. Such forward-looking statements a
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 ~$1.3B Green Engineers and scientists 20,000 IPO through 2014 TSR ~250% Connected Business model that delivers value 3 Note: Total shareholder return (TSR) is defined as
Slide 4: Why we’re the leader in technology
Why we’re the leader in technology • Strategic partnerships with over 30 leading technology companies Strategic partnerships • Relationships provide accessibility to various software and applications • Delphi Technology Advisory Council to promote intuitive innovation • Mature global footprint with
Slide 5: Technology continuing to drive growth
Technology continuing to drive growth Revenue Revenue Market ($ billions) growth CAGR Size CAGR (2014 vs. 2017) (2014 vs. 2017) (2017) (2014-2017) Infotainment $0.6 ~20% ~$25 ~7% Software* $0.4 ~20% ~$15 ~8% Active Safety $0.4 ~50% ~$4 ~18% Gasoline Direct Injection (GDi) $0.4 ~50% ~$4 ~21% Vehicle
Slide 6: Evolving to be greener, safer and more connected
Evolving to be greener, safer and more connected Market drivers 2010 Delphi portfolio 2015 innovation Better fuel economy Lower emissions Gasoline Direct Port Fuel Injection Injection (GDi) Driver sensing Automated driving Advanced Driver Active Safety Assistance System (ADAS) Internet connectivity
Slide 7: Delphi technologies enable a range of protection
Delphi technologies enable a range of protection Increased safety awareness driving market growth Product portfolio Forward RACam View Camera Backup Camera 14% 44% 43% 2014 22% 2020 $7 billion $16 billion 43% 34% Electronically Scanning Radar Rear and Side Passive Active Active – regulated and incen
Slide 8: 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 9: Creating the next generation of Infotainment
Creating the next generation of Infotainment 2010 2013 Today Tomorrow Connected Reconfigurable Connected Eye gaze tracking & navigation cluster & displays Infotainment gesture control World-class user experience 9
Slide 10: Convergence requires system integration
Convergence requires system integration Firmware providers Delphi hardware portfolio Advanced rear seat entertainment solution Connected Infotainment system Powertrain & architecture Partner algorithms System systems System Vehicle performance Active Safety interface and diagnostics Delphi proprieta
Slide 11: Multi-Domain Controller maximizes computing power
Multi-Domain Controller maximizes computing power Multi-Domain Controller Centralized vehicle intelligence Radar Controller Camera Controller Airbag + Scalable software platform Controller Crash Detection System Sensor Controller + Reduced architecture complexity Controller + Faster communication +
Slide 12: The road to automated driving
The road to automated driving Delphi completed first coast-to-coast trip in an automated vehicle 12
Slide 13: Reinventing the road trip
Reinventing the road trip Automated drive highlights Arriving in New York City ~3,400 miles traveled ~99% of trip fully automated 9 days, 15 states 20 sensors ~3 terabytes of data collected Setting records and breaking boundaries 13
Slide 14: What we learned...
What we learned... Next steps Radar worked well in all conditions • Further develop cameras to detect diverse lane markings • Improve camera performance in bright sunlight and harsh weather conditions • Driving behavior optimization for a more natural feel • Democratization of Automated Driving feat
Slide 15: 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 15 Note: assumes six lidar sensors,
Slide 16: Award-winning innovation
Award-winning innovation Delphi Delphi 56 Federal-Mogul 32 Valeo 25 BorgWarner 23 PPG 21 Robert Bosch 20 Johnson Controls 17 Siemens 16 Dana 15 Delphi tops the list of all companies Gentex 14 with 56 PACE finalists and awards* Proud recipient of an industry-leading 17 PACE awards 16 *2014 PACE infor
Slide 17: The future. Now.
sthe future. Now. DELPHI Innovation for the Real World