Visteon Corporation · NASDAQ:VC
Visteon — Deutsche Bank Global Auto Industry Conference June 2020
10 slides from Visteon's conference presentation, Jun 11, 2020
Slide 1: Deutsche Bank Global Auto Industry Conference June 2020
Deutsche Bank Global Auto Industry Conference June 2020
Slide 2: Forward-Looking Information
Forward-Looking Information • This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. The words "will," "may," "designed to," "outlook," "believes," "should," "anticipates," "plans," "expects," "intends," "estimates," "forec
Slide 3: Visteon At A Glance
Visteon At A Glance Leading supplier of innovative cockpit electronics and advanced safety systems to carmakers globally $2.9B annual sales1 11,000 employees 18 countries 20 manufacturing locations 18 technical centers Leading the evolution of automotive digital cockpits and safety solutions 3 1. Fo
Slide 4: Industry-Leading Products for a Broad Customer Base
Industry-Leading Products for a Broad Customer Base Pure play cockpit electronics supplier with comprehensive product portfolio PRODUCT PORTFOLIO CUSTOMER DIVERSITY Instrument Cockpit Head-up Displays Infotainment Connectivity ADAS clusters computers displays 4
Slide 5: Managing Through COVID-19
Managing Through COVID-19 Addressing near-term headwinds while positioning company for the future SHORT-TERM MEASURES MID-TERM OBJECTIVES Strong Balance Sheet Realign Structural Costs Ample cash with no near-term debt maturities Align operational costs to new market levels Preserve Cash Solidify Dig
Slide 6: Instrument Clusters
Instrument Clusters Solidifying leadership by leveraging digital cluster platform INDUSTRY SHIFT TO DIGITAL CLUSTERS KEY TRENDS Volume 100% Analog / Hybrid ADAS Integration User Experience Customizable 23% VISTEON’S strategy for clusters 10% OEM 1 OEM 2 OEM 3 Digital 2019 2025 ~$8.5B Market Visteon
Slide 7: Infotainment
Infotainment Growing market share by leveraging Android and apps GROWTH OF ANDROID OPERATING SYSTEM KEY TRENDS Volume QNX / Linux / Other Apps Voice Recognition Smartphone Projection 100% VISTEON S strategy for infotainment 40% ’ 24% Android O/S 2019 2025 CarPlay ~$18B Market Android Auto Android Ap
Slide 8: Displays
Displays Leading transition to multi-display modules through innovation GROWTH OF DISPLAY SIZES KEY TRENDS Volume 100% <8” Display Size Larger Size Multi-Displays Sensor Integration VISTEON’S strategy for displays 33% 25% 8”+ Display Size Technology Innovation for Optimized Performance Multi-Display
Slide 9: Investment Thesis
Investment Thesis Visteon is a compelling long-term investment opportunity Pure Play Cockpit Innovative Product Competitive Strong Electronics Company Portfolio Cost Structure Balance Sheet Secular trends transforming Leading analog-to-digital Leveraging industry-leading Ample cash to withst
Slide 10: WAN
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