Ecarx Holdings Inc. · NASDAQ:ECX
Ecarx — Investor Day (2023)
66 slides from Ecarx's investor day presentation, 2023
Slide 1: ECARX Tech Day 2023 | Enable & Accelerate
b | 12 WE AS Re EAS LEED b+ ecar x ECARX Tech Day 2023 | Enable & Accelerate fi
Slide 2: Ziyu Shen, Chairman & CEO, ECARX
ZIYU SHEN Chairman & CEO, ECARX Chairman, SiEngine
Slide 3: ECARX at a glance
ecar»x< al or 2) & Pt] GLOBAL R&D Founded in Close to 10 operation Global R&D Mass production NASDAQ listed GLOBAL DELIVERY 2017. 2,000 employees _ centers globally capability experience for 3.7 million cars
Slide 4: Foundation and hub of automotive intelligence
ecar» ce A FOUNDATION AND HUB Serving Collaboration with global OF AUTOMOTIVE INTELLIGENCE 12 OEMs Tier-1 suppliers
Slide 5: Pressing forward with persistent innovation
Pressing forward ecar x with persistent innovation
Slide 6: Trailblazer - Set no limits
SOP in 2018 SOP in 2020 ecar >< 0.7 million pieces produced 1.7 million pieces produced for 26 vehicle models TRAILBLAZER - SET NO LIMITS for 25 vehicle models Blaze a new trail in industry crossover and customise auto-grade computing modules
Slide 7: Trailblazer - Be the first mover
Trailblazer - Be the first mover — 7 siengine Join hands with ARM China in establishing SiEngine to pioneer in-house development of high-performance auto-grade SoCs SiEngine took just 24 months since its founding to tape out its first 7am SoC product
Slide 8: SE1000 World-leading 7nm cockpit SoC
SE1000 Fsiengine World-leading 7nm cockpit SoC AEC-Q100 / ISO 26262 ESECT0004
Slide 9: High-performance, low power consumption heterogeneous computing engine
High-performance, low power consumption heterogeneous computing engine 8-core CPU | MMrcore GPU | Programmable NPU | Accelerator engine 100K DMIPS | 900GFLOPS |! 8 TOPS int8 DSP DPU VPU
Slide 10: Dedicated for vehicles: safety and security by hardware partitioning
Dedicated for vehicles safety and security guaranteed by hardware partitioning standalone information security module High-performance encryption and decryption engine, supporting SM series national encryption algorithms Trust Zone supported, providing trusted execution environments for key applicat
Slide 11: Actual computing power determines experience
Actual computing power determines experience Separate CPU cores, virtualization unnecessary
Slide 12: How to unleash the full potential of SE1000
How to unleash the full potential of SE1000 to achieve the best performance on flagship intelligent cockpits?
Slide 13: Antora intelligent cockpit computing platform
Antora igent cockpit computing platform
Slide 14: Antora 1000 intelligent cockpit computing platform
ecar>x Antora 1000 intelligent cockpit computing platform Flagship SoC Groundbreaking SE1000 LPDDR5 | COMPUTING MODULE Industry-leading 7m process» Data transmission rate up by 50% Highly integrated to reduce production difficulty, with pins decreased by 40% comparing to SoC Providing flexible and c
Slide 15: Cross-domain system capability foundation
. Cross-domain system capably FOOnesten " he secret weapon for extreme performance. “S=
Slide 16: Cloudpeak
ecar>< Cloudpeak Fulfil functional safety and information security requirement of global markets | Established HaleyTek” in JV with VOLVO Support multiple operating systems Co-development by global R&D teams and high performance computing platform
Slide 17: Capability foundation: functional safety across full chain
Capability foundation Functional safety across full chain + The FuSa (functional safety) solution of self-developed Cloudpeak Safety based on hardware functional safety island - Realize hardware functional safety across the full chain and cut development time and cost - Support safe cluster display,
Slide 18: Capability foundation: information security
Capability foundation information security in line with domestic and international standards - Hardware security module (HSM) integrated enables a trusted Cloudpeak Safety environment, while providing full-stack information security protection across hardware and software. - The solution meets the G
Slide 19: Unleashing core computing power
Unleashing core computing power + 3D surrounding sound field effect to provide immersive acoustic experience - Support development of near 20 fuctions: RNC, ECNR, HD audio processing - 23K DMIPS of CPU is unleashed to boost overall computing performance
Slide 20: AI empowered highly efficient deployment
Al Bricewered highly efficient deployment - Al algorithms for high-precision target detection, image classification, and semantic segmentation can be easily deployed on NPU/DSP + L1-L2 ADAS, Al speech, machine vision, and other Al applications supported
Slide 21: Capability foundation: fast start and wake-up times
Capability fou precisely target tl <13s <3s <5s Spemcl san 1 as system cold start time ‘wake-up time from AVM fast boot time far ahead of certain hibemation far ahead of far ahead of certain Vite) 35 other industry-leading certain other industry-leading other industry-leading a mass-produced platfor
Slide 22: Extensive interfaces for flagship cockpit development
DIM Display Resolution 1920°720 HUD Reserve DMS &d— Extensive interfaces for ons ame flagship cockpit development “= | 360 degree surround view Mobile connect © | © CAN / LIN / Flexray ‘Second entertainment screen BT 4K (3640°2160) High-capacity storage 04/128 25660 UFS [RQ LPDDRS / LPDDR4xX 8/12/16
Slide 23: Cloudpeak and Antora development kit
Coudpeak by y ECARX Security Antora brine wohiveraicag! Development kit loudpeak sad § acne beso hn PCIE 3:0~_ ~ es High spec: Cloudpeak nectivity Cross domain system . Psezpability base 7 \Dual HiFi 5 DSP Industry first Unleash power ecarx: Fagthip offering fom the start, K YS Antora 1000 L y ) rda
Slide 24: Efficiency is king in the era of involution
Efficiency is king in the era of involution Explore the full performance of Antora platform
Slide 25: Antora 1000 Pro computing platform
ecar»x \ Antora 1000 Pro COMPUTING PLATFORM INTEGRATING COCKPIT AND PARKING
Slide 26: Dual Engine Pro
Dual Engine Pro Revolutionary SE-LINK High-speed interconnectivity customized by SiEngine for ECARX PCIE 3.0 1 Line transmission speed from real tests on applications at 7.28 GT/s Inter- module video stream latency lowered by 51% than other massed-produced flagship platforms ‘Doubled computing power
Slide 27: Capability Pro: cockpit plus parking
Capability Pro Integrated computing platform solution featuring intelligent cockpit + parking ‘Safety warning, comfort assistance, and safety control capabilities from LO to L2 ADAS scenarios Focus on frequent ADAS scenarios in China, offering all-scenario parking ability at parking lots. ‘Automatic
Slide 28: Strong scalability meeting diversified platform needs
Strong scalability meeting diversified platform needs OsD DIS ‘50"200860ps 1920°720860Ips 1560"490@4OKpe 20a0reeDadips Camera 1~4 4*Mic ‘eg 99) T Analog [Qo DD t AVAS HUD csD PSD RSD CSDM 2560"1600040Fps 1920°720860fpe 1280°720840Kpe € Mobile connect Ethernet 1026°774@0Kp= @® FM/AM / DAB F\ USB 3.0
Slide 29: Antora 1000 Pro computing platform
Qa Aw ‘ FA es, intelligent cockpit ‘LPDDR5 ~~ ECAR ez Antora 1000 Pro. computing platform 32GB _ * Cloudpeak = Antora ~ Gross domain system Development kit 4 . ropeek 228 fm ey ; pate Peapabiity base es standalone NPU 16 TOPS ins oe connectivi <Smsec e - Ccrose-sreenltency display 8 screens a SE-LIN
Slide 30: Antora series development kit
ecar »x< Antora series Development kit Empowering OEMs to create differentiated and platform products User-friendly > Complete toolchain ‘Comprehensive Antora-based toolchain and IDE In-depth optimized base layer OS with enhanced ‘components for Al deployment Higher efficiency > Shortened developmen
Slide 31: Launch for mass production
Launch for mass production ECARX Antora 1000 to be applied on FAW Honggi vehicles for mass production
Slide 32: What does the best intelligent cockpit look like?
What does the best intelligent cockpit look like?
Slide 33: Why is the industry so anxious about performance?
Why is the industry so anxious about performance?
Slide 34: Rethinking next-generation intelligent cockpit
Based on cost, effectiveness and performance, rethinking next-generation intelligent cockpit Definability Vitality Imagination ‘Computing performance far ahead of Competitive performance guaranteed High performance & extensibility, industry average level ‘throughout the vehicle lifespan comprehensiv
Slide 35: Exclusive customization - world's first auto-grade AMD Ryzen V2000
Exclusive customization-world's first auto-grade AMD Ryzon V2000 394K wn. > 1.6X the performance of industry's next- generation flagship platform ecar» GPU we 10.1 T ve > 3.25X the performance of industry's next- Computing power of core procersors generation flagship platform (GPU computing power
Slide 36: AMD's first strategic ecosystem partner in China
ecar x< AMD's first strategic ecosystem partner in China for the digital cockpit
Slide 37: Maria Tang, AMD
AMD2@Z MARIA TANG, vp Global
Slide 38: Makalu cockpit computing platform
Makalu — <pit computing platform
Slide 39: Potentially the most powerful intelligent cockpit platform
Potentially the most powerful intelligent cockpit platform ever launched Advanced 7nm process AMD Zen 2 APU GPU: 28 computing units, meeting AEC - 0100 G2 6cores and 12 threads 1,792 stream processors Standalone Standalone | Storage of IT 4K@120Hz memory 32GB] VRAM 8GB NvMe M.2 SSD /8K@60Hz display
Slide 40: Capability foundation: Cloudpeak virtualization
Capability foundation Cloudpeak Virtualization - Compliant with ASIL D, the highest functional safety standard of |SO 26262 11.7% higher computing power utilization than generic industry level performance loss for virtualization lowered by 47% than industry average leverage full potential of heterog
Slide 41: Powerful performance, superior experience
Powerful performance superior experience Support for the latest graphic processing interfaces of desktop computing platforms and Unreal Engine 5 full 3D HMI interactive avatars / real-time 3D environment rendering /7.X.4 surrounding spatial audio
Slide 42: Unreal Engine strategic ecosystem partner
(U1) unReAL ENGINE Strategic ecosystem partner
Slide 43: Zhuang Huaxiang, Epic Games China
Be ZHUANG HUAXIANG director, China
Slide 44: ECARX and Epic Games
GAMES ecar>x< | EPIC
Slide 45: Live cockpit: Digital Twin + 3A Game
CCor >< Live cockpit Digital Twin + 3A Game Set a new bar for next-generation immersive intelligent cockpits
Slide 46: Makalu display and GPU architecture
6x4K| |! Display LI 4Ke120Hz 8Ke60Hz Immersive screen z yo . “ GPU > . N S 10.17 LE FLOPS AEC-Q100 G2 GDDR6 soe Virtualization san 6 3A amb (Dennen. snow 8 ECARX Cloudpeak ‘cross domein system copabily bse Cloudpeak
Slide 47: Enable vehicle cockpits to embrace the brand new experience
Enable vehicle cockpits to embrace the brand new experience Further explore the possibilities of digital world
Slide 48: Debut on a massive scale
Debut on a massive scale ECARX Makalu next-generation intelligent cockpit computing platform to empower smart models for mass production in 2024
Slide 49: Yang Jun, VP of R&D, smart
smart Vice President of Research and Development of smart Cs | YANG JUN P
Slide 50: Create central computing platforms for cars
ecoar >< Stay committed to one mission Create central computing platforms for cars
Slide 51: All in One
All in One One Box One super computing controller, integrating cockpit and AD domain control One Board One board containing multiple SoC modules,integrating cockpit SoC, AD SoC, and MCU One Computer Centralized computing power and storage, converged ‘computing, integrating cockpit and driving
Slide 52: One Box
ecar >
Slide 53: One Box: the answer to cost efficiency
% 20% 415% + o (Coxittatcns less software licensing Costs lower cost than distributed in the entire vehicle brought by high integration controllers resulting from and convergence efficient reuse and compact structure One Box The answer to cost efficiency 15% ‘et eine ty
Slide 54: One Board
CPU GPU NPU RAM One Board 132K DIMPS | 900G FLOPS | 61 TOPS | Up to 16G LPDDRS + 8G LPDDR4 Single SE1000 + advanced AD chipset Al performance in full play by ultra-fast inter- processor communications Display Max 4K HD Resolution / Up to 4*Display Camera Up to 12*Camera FLC ( Max 8MP ) + 4*Side Came
Slide 55: One Computer
One Computer cockpit, driving combined 3R1V 5ROV With highly competitive cockpit funcitionalities while supporting mainstream AD solutions, meeting the positioning requirement of various car models 5R10V
Slide 56: All in one toolchain
_ Allin one toolchain eRe fe denser cost <5ms = Cross domain data Dual system Secu Su 2 ONE BOX 415% Reduce software cost sharinglatency = =~) 15% <1ms Wires End to ond data latency ee 420% 1000 mops ETH transmission BOM Cost —— ecarx ALLIN ONE Super Brain Central computing platform ofl t ONE BOARD
Slide 57: Antora 1000, Antora 1000 Pro, Makalu and Super Brain
Antora 1000 inteligent cockpit computing platform ecar> Enable & Accelerate Global leading automotive intelligent solutions fe i oo: — —_a, Antora 1000 Pro (a) el Makalu -.2.8).| intelligent cockpit computing platform aoa i, a ‘computing platform afin Super Brain Central computing platform
Slide 58: One more thing...
One more thing...
Slide 59: Ziyu Shen, Chairman & CEO, ECARX
Chairman & CEO, ECARX ZIYU SHEN Chairman, SiEngine Chairman & CEO, XINGJI MEIZU Group
Slide 60: Exclusive strategic partnership: ECARX & XINGJI MEIZU Group
Exclusive strategic partnership ECARX & XINGJI MEIZU Group Build the core of an integrated, intelligent ecosystem Form unique and complementary competitive advantages
Slide 61: Flyme Auto
Flyme Hite
Slide 62: Antora 1000 Pro + Flyme debut in Lynk & Co 08
ecar>x< A | 1000 Pro + Flyme —4.zs- to jointly debut in the high profile Lynk & Co 08 model for mass production =.
Slide 63: Flyme Auto Core + ECARX computing platform
Flyme Auto Core + ECARX computing platform Support OEMs to build interactive innovation across different OS Polestar# Fully adopted by Polestar in China | Fmeavto.core Auto Core
Slide 64: Enable & Accelerate
Enable & Accelerate Become the foundation and hub of automotive intelligence continuous in-depth innovation | industry-leading development paradigms | To serve ever more OEMs and tier-1 suppliers with ambition eyeing global markets
Slide 65: Global R&D - Global delivery
Global R&D - Global delivery
Slide 66: Disclaimer
Disclaimer These forward-looking statements can be identified by terminology such as “wil, “future,” “intends,” “plans,” "believes," " expects,” “anticipates,” “aims,” estimates,” “likely to,” and similar statements. Statements that are not historical facts, including statements about the beliefs, p