Continental AG · XETR:CON
Continental — Evercore ISI Autotech & AI Forum 2021
11 slides from Continental's conference presentation, Sep 21, 2021
Slide 1: Evercore ISI Autotech & AI Forum – Autonomous Mobility
Bitte decken Sie die schraffierte Fläche mit einem Bild ab. Please cover the shaded area with a picture. (24,4 x 7,6 cm) Evercore ISI Autotech & AI Forum Autonomous Mobility Ticker: CON ADR-Ticker: CTTAY Frank Petznick, Head of Business Unit ADAS http://www.continental-ir.com September 21, 2021
Slide 2: Leading Player with Track Record of Profitable Growth
Autonomous Mobility Leading Player with Track Record of Profitable Growth Facts & Figures Solid Financials 1 Supplied long range radar for first 1999 adaptive cruise control system €1.9 bn €2.0 bn €1.7 bn €1.6 bn >100 Number of radar sensors on the market worldwide million €1.2 bn €0.9 bn ~10% 25 OE
Slide 3: Sizable Mid-term Growth Opportunities from Higher AD Levels
Autonomous Mobility Sizable Mid-term Growth Opportunities from Higher AD1 Levels Growing Quote Pipeline Drivers Orders2 by year of award Awarded to Continental Continental’s addressable content per vehicle › L2: > €200, predominately sensors 2018 – 2020 Content growth › L2+/++: > 2-4x L2, including
Slide 4: Investing to Meet Today's and Tomorrow's ADAS Market
Our Strategy Investing to Meet Today’s and Tomorrow’s ADAS Market Market Near term: Medium term: L2 / L2+ / L2++ for passenger cars L3 / L4 for passenger cars, trucks and fleets Current & Upcoming Customer SOPs SOP 2025 SOP >2025 2021 2023 2024 4D Radar L3 full system L4 full system Surround Radar s
Slide 5: Utilize Position & Partnerships to Expand Full Stack Capabilities
Our Strategy Utilize Position & Partnerships to Expand Full Stack Capabilities Continental’s Full Stack Today Continental’s Full Stack in Mid-term Cloud Maps & Localization Simulation Mobility as a Service Data Cloud Maps & Localization Integration & Functions Management Simulation Artificial Intell
Slide 6: Strategic Cooperation with Lidar Leader AEye
Sensors Strategic Cooperation with Lidar Leader AEye Successful Partnership Timeline AEye’s leading technology October 2020 › Patented novel advanced MEMS technology Partnership established; › Dynamic spatial resolution enabling concurrent far range, high Continental invests in AEye resolution and h
Slide 7: Our Goal is Higher Efficiency and Lower Cost In-Vehicle ADAS
Compute & Software Our Goal is Higher Efficiency and Lower Cost In-Vehicle ADAS Chip Performance / Power Consumption 1 128 TOPS / 40W Competitor In production Roadmap Continental’s technology 24 TOPS / 10W advantage results in: › Higher efficiency › Lower power 12 TOPS / 6W › Lower cost Optimized 2.
Slide 8: JV with Horizon Robotics to be Strategic Advantage for Chinese Market
Compute & Software JV with Horizon Robotics to be Strategic Advantage for Chinese Market Planned Joint Venture + › Components › Computer Vision › Full sensing stack with fusion › SoC solution Background › Industrialization and manufacturing › Privileged access to Chinese customers › Founded by Dr. Y
Slide 9: Summary
Autonomous Mobility Summary We are a leading player in autonomous mobility with a track record of profitable growth We will benefit from sizable mid-term growth opportunities from increasing autonomous driving levels We will sustain our leading position by: › Utilizing our strong full stack capabili
Slide 10: Disclaimer
Disclaimer › This presentation has been prepared by Continental Aktiengesellschaft solely in connection with the Evercore ISI Autotech & AI Forum on September 21, 2021. It has not been independently verified. It does not constitute an offer, invitation or recommendation to purchase or subscribe for
Slide 11: The Future in Motion
Ontinentals. The Future in Motion