Aptiv Plc · NYSE:APTV
Aptiv — Investor Day (March 2019)
32 slides from Aptiv's investor day presentation, Mar 26, 2019
Slide 1: Autonomous Mobility Teach-In
March 26, 2019 APTIV Autonomous Mobility Teach-In
Slide 2: Today’s Discussion
Today’s Discussion 10:00 AM PRESENTATION AUTOMATED DRIVING ON THE SPECTRUM OF ACTIVE SAFETY Aptiv uniquely positioned for success across each phase of deployment COMMERCIALIZING AUTOMATED MOBILITY ON DEMAND (AMOD) Deep understanding of technology and commercial roadmaps to deploy at scale, while max
Slide 3: Forward Looking Statements
Forward Looking Statements This presentation, as well as other statements made by Aptiv 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 performance. Such fo
Slide 4: We are a global technology company that develops safer, greener and more connected solutions
We are a global technology company that develops safer, greener and more connected solutions, which enable the future of mobility.
Slide 5: Aptiv Addressing Mobility's Toughest Challenges
Aptiv Addressing Mobility's Toughest Challenges PROVIDING END-TO-END SOLUTIONS THAT ENABLE THE COMMERCIALIZATION OF NEW MOBILITY Aptiv’s advanced technologies and deep …allows us to conceive, specify and systems knowledge across the brain and deliver solutions for some of our nervous system of the v
Slide 6: Traffic Fatalities Increasing After Years of Declines
Traffic Fatalities Increasing After Years of Declines ACTIVE SAFETY A CRITICAL NEXT STEP IN REDUCING VEHICLE FATALITIES VEHICLE FATALITIES 93,853 1.25M ROAD TRAFFIC DEATHS ANNUALLY 63,093 CHINA 41,821 37,461 94% OF ALL ACCIDENTS UNITED STATES CAUSED BY HUMAN ERROR 2000 2004 2008 2012 2016 Source: NH
Slide 7: Safety Automation
Safety Automation MARKET EVOLVING AS A CONTINUUM, RATHER THAN DISCRETE LEVELS LEVEL 0/1 LEVEL 2 LEVEL 2+ LEVEL 3- LEVEL 3+ LEVEL 4 LEVEL 5 HARDWARE CONFIGURATION BASE MID-RANGE PREMIUM AUTOMATED DRIVING • Adaptive Cruise • Blind Spot Assist • AEB Intersection • Auto Lane Change • Traffic Jam Pilot •
Slide 8: Active Safety Leading To Automated Driving
Active Safety Leading To Automated Driving INVESTMENTS IN SOFTWARE, SENSING AND COMPUTE DRIVE BENEFITS TODAY AND IN THE FUTURE TODAY DEMOCRATIZATION OF ACTIVE SAFETY COMMERCIALIZATION OF AUTOMATED DRIVING FUTURE Base Active Safety functionality moving from premium vehicles to Mobility on Demand (AMo
Slide 9: Automated Driving Investments
Automated Driving Investments ACQUISITIONS OF AUTOMATED DRIVING SOFTWARE STACK PROVIDERS AND STRATEGIC INVESTMENTS IN SOLID STATE LiDAR COMPLEMENT EXISTING APTIV CAPABILITIES SOFTWARE STRATEGIC ACQUISITIONS OF AUTOMATED DRIVING SOFTWARE AND SUPPORTING TECHNOLOGY PROVIDERS SOLID STATE LiDAR STRATEGIC
Slide 10: Today’s Presenters
Today’s Presenters Karl Iagnemma Brandon Eldredge President, Chief Financial Officer, Aptiv Autonomous Mobility Mobility & Services Group 10 Mobility Teach-In | March 26, 2019 | Aptiv
Slide 11: Urban Mobility Challenges and Benefits of Smart Mobility
Urban Mobility BENEFITS of smart mobility CHALLENGES by 2050 automation to cities +70% +40% 87% 28% Of Population Freight Fewer Accidents Fewer Vehicles 5x 4x 3x 66% 44% 30% Emissions Cost Travel time Lower Emissions Fewer Parking Spaces Shorter Travel Time Source: Arthur D. Little, World Economic F
Slide 12: 2015: First Coast-to-Coast Automated Drive
2015 1ST COAST-TO-COAST AUTOMATED DRIVE: 3400 MILES IN 99% AUTONOMOUS MODE 99 % AUTONOMOUS 12 Mobility Teach-In | March 26, 2019 | Aptiv
Slide 13: 2016: Selected for World's First Public AMoD Trial
2016 APTIV AND NUTONOMY INDEPENDENTLY SELECTED FOR WORLD’S FIRST PUBLIC AMOD RIDE-HAILING TRIAL ON CITY ROADS 13 Mobility Teach-In | March 26, 2019 | Aptiv
Slide 14: 2017: Demonstrated Automated Driving at CES and Shanghai
2017 DEMONSTRATED ADVANCED AUTOMATED DRIVING CAPABILITIES AT CES AND SHANGHAI AUTO SHOWS 14 Mobility Teach-In | March 26, 2019 | Aptiv
Slide 15: Las Vegas Commercial Deployment Progress
Las Vegas Commercial Deployment Progress 75 AUTOMATED VEHICLES 1,000,000+ AUTONOMOUS MILES TRAVELED 2,100+ 4.95 STAR USER RATING OUT OF 5 FIRST COMMERCIAL AMOD DEPLOYMENT ON LYFT DESTINATIONS SERVED RIDE HAILING NETWORK 2018 40,000+ 9 10 WOULD OUT RIDE OF AGAIN PAID AUTONOMOUS RIDES 15 Mobility Teac
Slide 16: Benefits Of Las Vegas Deployment
Benefits Of Las Vegas Deployment DEVELOPING APPROACH THAT ALLOWS APTIV TO QUICKLY AND EFFICIENTLY SCALE FUTURE DEPLOYMENTS GAINING REAL-WORLD EXPERIENCE WITH GENERAL PUBLIC • Improving understanding of support requirements for ongoing operations, to inform product roadmap and better serve mobility p
Slide 17: 2019 AD Milestones
2019 AD Milestones CONTINUED PROGRESS TOWARDS COMMERCIAL DEPLOYMENT NEXT GENERATION VEHICLE PLATFORM EXPANDED DRIVING DIVERSITY Vehicle capable of driverless operation New city deployment… • Integrated Aptiv Software Stack 01100011 (ottomatika + nuTonomy) 10001100 </> 01011101 • Modular code structu
Slide 18: Aptiv Mobility Cloud
Aptiv Mobility Cloud ENABLING MOBILITY PROVIDERS TO DEPLOY, DISPATCH, MONITOR AND SUPPORT A FLEET OF APTIV AVs Technical Capabilities Key Functionality Example Interface DEPLOY STREAMING VIDEO • Map resource updates • AD software version control • Launch workflow and fleet readiness COMMAND & CONTRO
Slide 19: Organizational Capabilities
Organizational Capabilities INVESTMENTS INCREASING CAPABILITIES WHILE GENERATING SUBSTANTIAL INTELLECTUAL PROPERTY LEVERAGING GLOBAL HEADCOUNT + ACTIVE SAFETY CAPABILITIES PATENTS 700 Issued and Pending 240 • PLANNING • PERCEPTION • LOCALIZATION • VEHICLE CONTROL • OTA / DATA MANAGEMENT • VEHICLE BU
Slide 20: Flexible And Scalable Approach To Software
Flexible And Scalable Approach To Software LEVERAGING FULL APTIV CAPABILITIES MODULAR APPROACH Flexible software design allows tailored solution ROBUST POLICY & PLANNING CAPABILITIES Combined DNA from two full-stack automated driving teams LEVEL 1 SCALABLE PLATFORM to LEVEL 5 Seamless scalability fr
Slide 21: Structured AI Approach
Structured AI Approach COMBINING THE BEST OF RULES BASED AND AI APPROACHES TO AUTOMATED DRIVING SOFTWARE DEVELOPMENT 1. 这只是一个. 2. 测试句子。 3. 我不会说中文 LAWS INTERPRETATION SPECIFICATION IMPLEMENTATION BEHAVIOR EXPLAINABLE START WITH RULES OF THE ROAD • Rules organized hierarchically with some rules more i
Slide 22: Regulation Not Holding Back AV Deployment
Regulation Not Holding Back AV Deployment OVERWHELMING SUPPORT FOR SAFE DEVELOPMENT AND DEPLOYMENT AT SCALE; PROACTIVE ENGAGEMENT HELPS ENSURE SMOOTH EXECUTION UNDERSTAND KEY STAKEHOLDER MUNICIPAL SUPPORT ENABLES ACCESS TO REQUIREMENTS, AND MOBILITY CHALLENGES INFRASTRUCTURE WHICH IMPROVES SERVICE S
Slide 23: Smart City Selection
Smart City Selection DEPLOYMENTS EXECUTED ON A SELECTIVE CITY BY CITY BASIS TO MAXIMIZE RETURN ON INVESTMENT MARKET SELECTION CRITERIA DEEP UNDERSTANDING OF OPERATIONAL DOMAIN IMPACTS ON CITY DEPLOYABILITY DEMOGRAPHIC • Ride Hailing Penetration And Driver Income • Population Density • Climate / Weat
Slide 24: Commercializing Automated Driving
Commercializing Automated Driving … APPLYING DECADES OF EXPERIENCE IN AUTOMOTIVE GRADE SAFETY SOLUTIONS TO ADVANCE THE FUTURE OF MOBILITY FOUNDATION DEVELOPMENT & TESTING COMMERCIALIZATION OPTIMIZED, DEEP VEHICLE FAIL-SAFE L1 MULTIPLE PATHS SYSTEMS to TO MONETIZING KNOWLEDGE ARCHITECTURE L5 INVESTME
Slide 25: Mobility Ecosystem
Mobility Ecosystem REGULATORY AGENCIES CITIES / MUNICIPALITIES DATA Automated Asset Owner Network Vehicle Driving System & Manager Provider 25 Mobility Teach-In | March 26, 2019 | Aptiv
Slide 26: AMoD Requires Four Primary Roles
AMoD Requires Four Primary Roles MOBILITY PROVIDERS NEED APTIV AUTOMATED DRIVING SOLUTIONS AUTOMATED ASSET NETWORK DRIVING VEHICLE OWNER & PROVIDER SYSTEM MANAGER • Software • Vehicle development • Vehicle ownership • Consumer interface • Sensors • Vehicle production • Vehicle financing • Demand ful
Slide 27: How Aptiv Makes Money
How Aptiv Makes Money BUSINESS MODEL DRIVES HIGH MARGIN RECURRING REVENUE TECHNOLOGY SALE SOFTWARE LICENSING FLEET MONITORING DATA MONETIZATION One-time sale of enabling tech Autonomous driving stack Support network operators through Enable data acquisition and into the vehicle such as sensors, incl
Slide 28: When Will Autonomous Vehicles Arrive?
When Will Autonomous Vehicles Arrive? CONSISTENT, REALISTIC EXPECTATIONS FOR DEPLOYMENT – APTIV TIMELINE REMAINS UNCHANGED Autonomous Vehicle Penetration 2050 Significant penetration of safety automation leads PERSONALLY OWNED VEHICLES to traffic fatalities reduced by as much as 90% MOBILITY PROVIDE
Slide 29: Automated Mobility Deployment Phases
Automated Mobility Deployment Phases APTIV UNIQUELY POSITIONED FOR SUCCESS ACROSS EACH PHASE OF AD MATURITY TODAY 2022 2025 2030 PHASE TECHNOLOGY GREENFIELD BROADER OEM DEMONSTRATION LAUNCHES ADOPTION CONVERGENCE SOFTWARE MATURITY LIMITED CAPABILITIES SMALL, BUT VIABLE RAPID OD EXPANSION ROBUST 0110
Slide 30: Automated Mobility Growth Plan
Automated Mobility Growth Plan ON TRACK TO 2025 REVENUE TARGET TODAY 2022 2025 2030 RECURRING REVENUE INVESTMENT REVENUE ONE-TIME Strategically investing to establish leading position in Addition of new cities and expansion of operational SALE automated mobility on demand; spend highly applicable do
Slide 31: Summary
Summary AUTOMATED MOBILITY ON TRACK TO 2025 TARGETS • Clear strategy for commercialization drives efficient capital deployment, avoids channel conflict • Deep understanding of operational and regulatory impacts ensures smooth deployments TECHNOLOGY CAPABILITIES DEVELOPING AS EXPECTED • 2021 / 2022:
Slide 32: “APTIV:
“APTIV: