Aptiv Plc · NYSE:APTV
Aptiv — Investor Presentation (September 2024)
14 slides from Aptiv's investor presentation, Sep 30, 2024
Slide 1: ADAS Roundtable Discussion
September 30, 2024 ADAS ROUNDTABLE DISCUSSION
Slide 2: 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 3: Presenters
Presenters Kevin Clark Benjamin Lyon Anant Thaker Simon Yang Chairman and Senior Vice President and Chief Strategy Officer and President, Chief Executive Officer Chief Technology Officer Senior Vice President, Product China and Asia Pacific 3 Aptiv ADAS Roundtable | September 30, 2024 | Aptiv
Slide 4: Aptiv ADAS Overview
Aptiv ADAS Overview OVER 30 YEARS OF EXPERIENCE PROVIDING INCREASINGLY COMPLEX END-TO-END ADAS SOLUTIONS LONG HISTORY OF PIONEERING …POSITIONS APTIV AS A ADAS TECHNOLOGY… CLEAR MARKET LEADER 55M+ VEHICLES WITH APTIV’S ACTIVE SAFETY COMPONENTS 3M+ 1993: First to provide 2009: First to introduce APTIV
Slide 5: ADAS Market Trends
ADAS Market Trends MARKET EXPECTED TO REACH $45B BY 2030 – DRIVEN BY INCREASED L2 AND ABOVE PENETRATION TOTAL ADDRESSABLE MARKET2 (Billions) PENETRATION ACCELERATING 11% ~50% of global auto market to be equipped with level 2 and CAGR above by 2030; up 17pts / $10B+ TAM versus prior view1 $45 12% CAG
Slide 6: Industry Challenges To Support Next Gen ADAS
Industry Challenges To Support Next Gen ADAS BETTER PERFORMANCE AT A LOWER COST, WHILE SUPPORTING VARIOUS STRATEGIES AND CAPABILITIES BETTER PERFORMANCE • Highest possible system availability: geographies, road types, environmental conditions • Robust “human-like” performance: safe, predictable, acc
Slide 7: Aptiv's Approach Uniquely Addresses OEM Needs
Aptiv’s Approach Uniquely Addresses OEM Needs MODERN, SCALABLE APPROACH TO TECH STACK ADDRESSING OEM NEEDS TODAY AND IN THE FUTURE OPTIMIZED, FULL--SYSTEM SOFTWARE MODERN SOFTWARE OPTIMIZED AI/ML SCALABLE, MODULAR AND HARDWARE SOLUTIONS ARCHITECTURE DEPLOYMENT APPROACH Cloud / Offboard CLOUD Service
Slide 8: Modern Software Architecture
Modern Software Architecture ENHANCING FEATURE UPDATABILITY WITH A SERVICE-BASED ARCHITECTURE Wind River Studio Benefits Develop Deploy Operate Service-based feature SW BETTER PERFORMANCE Cloud / Offboard CLOUD Services architecture with open APIs • More frequent feature updatability Safety Convenie
Slide 9: Optimized AI/ML Deployment
Optimized AI/ML Deployment INDUSTRY-LEADING CAPABILITIES AND EXPERIENCE IN PERCEPTION, SENSOR FUSION, AND AI/ML Enhancing radar & sensor fusion performance Benefits • Better detection: >10x lower object miss rate in urban scenarios / corner cases BETTER PERFORMANCE Cloud / Offboard • > 50% improveme
Slide 10: Scalable, Modular Approach
Scalable, Modular Approach FULL-SYSTEM INSIGHTS ENABLING THE DEMOCRATIZATION OF ADVANCED ADAS SOLUTIONS COMPLIANCE CORE PLUS PRO ULTRA Benefits BETTER PERFORMANCE Cloud / Offboard • More mature products due to CLOUD Services increased testing and validation DevSecOps | Studio across levels Applicati
Slide 11: ADAS Market in China
ADAS Market in China CHINA LEADING IN ADOPTION OF ADVANCED ACTIVE SAFETY SOLUTIONS CONSUMERS DEMANDING INNOVATION CHINA LEADING ADOPTION OF PREMIUM ADAS • Growing consumer awareness of road safety issues 2025 2030 • Tech-savvy younger consumer focus on hands-free features OEMS DIFFERENTIATING WITH A
Slide 12: Delivering Advanced ADAS For Chinese OEMs
Delivering Advanced ADAS For Chinese OEMs LOCALIZED, TAILORED SOLUTIONS AND GO-TO-MARKET TO SUPPORT RAPIDLY EVOLVING CHINA ADAS MARKET IN REGION, FOR REGION CAPABILITIES APTIV CHINA ADAS AWARDS • ~600 local Aptiv/Wind River engineers, supporting multiple different local OEMs ADAS awards across multi
Slide 13: Summary
Summary PERFECTLY POSITIONED TO CAPTURE VALUE FROM INNOVATIVE SOLUTIONS WHICH ENHANCE PERFORMANCE, COST AND FLEXIBILITY ACCELERATING ADAS MARKET ADOPTION GLOBALLY Nearly 50% of global auto market to be equipped with Level 2 and above by 2030 APTIV’S MODERN, SCALABLE APPROACH UNIQUELY ADDRESSING OEM
Slide 14: “APTIV:
“APTIV: