Visteon Corporation · NASDAQ:VC
Visteon — Citi's 2018 Global Technology Conference
19 slides from Visteon's conference presentation, Sep 5, 2018
Slide 1: Citi's 2018 Global Technology Conference
Citi's 2018 Global Technology Conference Markus Schupfner, Senior Vice President and CTO September 2018 Exhibit 99.1
Slide 2: Visteon Corporation
Visteon Corporation Leading supplier of cockpit electronics and autonomous driving systems to carmakers across the world $3.15B annual sales 10,000 employees 18 countries 19 manufacturing locations 18 technical centers Total shareholder returns of ~160% from 2015 - 2017; Significantly outperformed p
Slide 3: Continuous Improvement in Key Financial Metrics
Continuous Improvement in Key Financial Metrics New Business Wins Adjusted EBITDA Margin Return on Invested Capital Improved product portfolio has driven new business wins to record levels Transition to technology platforms and improved software engineering processes have improved profitability to b
Slide 4: Macro Trends in Automotive
Macro Trends in Automotive Autonomous and Connected Car are key trends for technology suppliers Shared Mobility Sharing Economy Connected Everywhere Connected Car Environment and Sustainability Electric Health and Safety Autonomous
Slide 5: Modern Vehicle Electronics Architecture
Modern Vehicle Electronics Architecture Modern car is an increasingly complex network of electronic systems Instrument Cluster Infotainment Head-Up Display Telematics Brake by Wire Engine Control MOST/Ethernet/CAN CAN/TTCAN TTCAN/Flexray Air Conditioning CAN/LIN Driver Info Safety Powertrain Body/Ch
Slide 6: Key Domains of Automotive Electronics
Key Domains of Automotive Electronics Driver info and safety are faster growing domains within automotive electronics Driver Info Safety Body/Chassis Powertrain Instrument Cluster, Infotainment, Head-Up Display, Center Information Display, Telematics ABS Braking, Forward Collision Warning, Lane Depa
Slide 7: ECU Consolidation in Automotive Electronics
ECU Consolidation in Automotive Electronics Integrated domain controllers replacing individual ECUs Today Exponential Growth of Cockpit Controllers (Units in millions) Market Growth Tomorrow Cockpit Controller ADAS / AD Controller Consolidation of ECUs into domain controllers Reduces cost, weight an
Slide 8: Key Trends in Driver Information
Key Trends in Driver Information Single integrated ECU powering all cockpit electronics instead of multiple discrete ECUs From analog meter to all-digital cluster From AM/FM radio to connected infotainment Integrated cockpit domain controller powered by single ECU Analog Cluster Digital Cluster AM/F
Slide 9: Growth of Driver Information Market
Growth of Driver Information Market Driver Info market growing significantly faster than underlying vehicle production 2022 2017 $34B $50B All-digital display-based instrument clusters replace traditional analog clusters Smartphone-based and connected infotainment systems replace traditional embedde
Slide 10: Improving Road Safety Through Technology
Improving Road Safety Through Technology Data Source: US NHTSA 2016 US Highway Safety Database + Visteon Analysis Visteon Highway Pilot with AEB Vehicle crash deaths have reduced significantly in past 40 years but still long way to go ADAS technology promises to reduce crashes significantly Forward
Slide 11: Three Eras of Enhanced Safety
Three Eras of Enhanced Safety Partially automated driving market expected to grow significantly by 2025 Data Source: Roland Berger, July 2016 $10.2 $14.0 $18.4 $24.1 $32.4 Night Vision Driver Monitoring Parking Assist Self Parking Blind Spot Detection Traffic Jam Assist Adaptive Cruise Control Lane
Slide 12: Key Challenge – Increasing Reliance on Software
Key Challenge – Increasing Reliance on Software Software competence is critical to automotive suppliers’ future Convergence of automotive cockpit and consumer electronics Accelerating pace of new features Evolution to Level 3 autonomous driving features Drivers of Software Complexity Software Conten
Slide 13: DriveCore™: Visteon's Autonomous Driving Platform
DriveCore™: Visteon’s Autonomous Driving Platform Failsafe, scalable & modular computing Software middleware abstracts HW/Sensors for algorithms PC-based dev toolchain for 3rd party algorithm & app development From Level 2+ to Level 4 Patented advanced thermal management Perception Actuation Path Pl
Slide 14: Visteon Development on Level 3/4
Visteon Development on Level 3/4 c
Slide 15: Implications for Suppliers in Auto 2.0
Implications for Suppliers in Auto 2.0 Auto suppliers will need to transform into software companies Shift from systems integrator to IP creator Technology cycles compressing rapidly Focus on core areas of technology Develop differentiated IP in focus areas Transform into software technology company
Slide 16: Visteon Product and Technology Strategy
Instrument clusters Head-up displays Infotainment Displays Self-driving Connectivity Cockpit computer Complete Product Portfolio Visteon Product and Technology Strategy Software platforms enable broadest product portfolio in automotive electronics Core Technology Platforms
Slide 17: In Conclusion…
In Conclusion… Auto industry is going through a significant transformation with multiple, simultaneous trends – ACES Products and technologies are evolving from primarily electro-mechanical to software which is disruptive for traditional auto suppliers Significant growth opportunities for suppliers
Slide 18: Thank You!
Visteon Thank You!
Slide 19: Visteon’
Visteon’ WAL RAA a