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Valeo — Evercore ISI New Mobility & AI Forum (September 2020)
8 slides from Valeo's conference presentation, September 2020
Slide 1: Leadership in ADAS: Driving Safer and Smarter Mobility
LEADERSHIP IN ADAS DRIVING SAFER AND SMARTER MOBILITY
Slide 2: A Leader in ADAS
A Leader in ADAS Most comprehensive 1 2 sensor portfolio in the 1 in 4 new vehicles >11bn€ Order Intake industry already come with over the past 3 years Scalable system a Valeo ADAS system platforms with re-usable hardware and software 3 4 modules 1st Stand-Alone Level 2 1st AI Driver Monitoring 22,
Slide 3: Privately Operated Vehicles (POV) Drive Market Growth
Privately Operated Vehicles (POV) Drive Market Growth ● Safety first: Vision Zero ● ADAS is accelerating ● Privately-operated vehicles will focus on Level 2+ ● Affordability drives up penetration rates and generates volumes Amount of L2/+ systems for POV to quadruple by 2025 VALEO RESERVED MAY 2020
Slide 4: Driverless Vehicles focus on Commercial Services
Driverless Vehicles focus on Commercial Services ● Transportation of people and goods will first adopt L4 automation ● Automation becomes a business case, rather than a customer feature ● Uncertainty of regulatory and liability frameworks “Tier-1 suppliers like Valeo are also helping us get up and g
Slide 5: Platforms Generate Economies of Scale
Platforms Generate Economies of Scale INTERIOR COCOON Driver and cabin monitoring EXTERIOR COCOON Perception and Situational Awareness Valeo supports both pillars with our platforms for Automated, Connected, UX solutions VALEO RESERVED MAY 2020 | 5
Slide 6: Powerful SOCs move the goalposts
Powerful SOCs move the goalposts ● Silicon integration pushes chipmakers up the value chain ● We have built successful co-operations in the ADAS and Connectivity space ● We provide the broadest sensor portfolio in the market complemented by SW stacks Established players in the western hemisphere...
Slide 7: Addressing New Value Spaces: Smart Mobility is More Than Cars
Addressing New Value Spaces: Smart Mobility is More Than Cars ● CES 2020 Demos: ○ eDeliver4U with Meituan ○ Mobility kit with TwinsWheel ● Cooperation with shuttle-makers ● Expand into cyber-services, localization, smart infrastructure etc. Credit: Valeo Credit: Valeo Credit: Navya Credit: EasyMile
Slide 8: 30 Years of Valeo Innovation in ADAS: This Is Just the Beginning
30 YEARS OF VALEO INNOVATION IN ADAS Rain-Light-Humidity Sensor 2009 Multi-function Front Camera 2015 Laser Scanner w/ increased vFoV 2020 Multi-beam Automotive-grade Radar 3D Laser Scanner 2006 Cross Traffic Alert 2017 2009 Front Camera Mirror-integrated 3D Surround View w/ 100° lens Camera design
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