Aptiv Plc · NYSE:APTV
Aptiv — Delphi Automotive — Investor Presentation (December 2016)
40 slides from Aptiv's investor presentation, Dec 6, 2016
Slide 1: Technology Overview
Technology Overview Mary Gustanski Vice President Engineering & Program Management Glen De Vos Vice President of Services, Delphi 1
Slide 2: Automotive computing: “More than Moore’s Law”
Automotive computing: “More than Moore’s Law” Automotive performance trend and Moore’s law Automotive computing requirements DMIPS Transistors/cm2 1,000,000 Self-Driving 1014 are Outpacing Moore’s Law 100,000 1012 Partially automated 10,000 1010 Advanced Driver Assist Moore’s Law 1,000 108 Electro-
Slide 3: Accelerating macro trends create new challenges
Accelerating macro trends create new challenges Regulated Active Safety growing Best-value electrification required to IoT driving connected car to new with increased consumer awareness meet step function change in regulation levels & creating new challenges More safe More green More connected CO2 g
Slide 4: Building blocks of Intelligent Driving
Building blocks of Intelligent Driving Optimized Connected Vehicle Architecture Infotainment Multi-Domain Controller Integrated Cockpit Controller High speed electrical architecture BYOD Engine management system Cloud computing Manage complexity Features & functionality & performance Active Safety M
Slide 5: Future solutions enabled by industry-leading architectures
Future solutions enabled by industry-leading architectures 2015 2020+ Centralized Moves Distributes Data speeds will multi-domain information at decision-making increase 2200% controllers will less than 65 across 100 to 1.5 Gbps using make decisions Mbps using a microprocessors high speed 34,000 tim
Slide 6: Active safety as the foundation of automated driving
Active safety as the foundation of automated driving 100% 10x 80% Safety benefit Cost 20% Safety benefit Cost 1x Level 0 Level 1 Level 2 Level 3 Level 4 Level 5 Function-specific Combined function Limited self-driving High self-driving Full self-driving No automation automation automation automation
Slide 7: Evolution of computing platform architecture
Evolution of computing platform architecture Individual component controllers Multi domain system controllers • Separate ECUs with individual custom • Integrated ECUs with multi-purpose processors microprocessors • High speed busses (ETH, LVDS) with fault tolerant • Primarily low and mid speed data
Slide 8: Computing platform: Multi Domain Controller (MDC)
Computing platform: Multi Domain Controller (MDC) Active Safety Multi-Domain Controller (MDC) ADAS Centralized Sensor Fusion/Control Front Radar Controller Scalable software platform Camera Airbag Controller Controller Rear and Side Reduced architecture complexity ESC Radar Controller LiDAR Cont
Slide 9: Automated Mobility on Demand (AMoD)
Automated Mobility on Demand (AMoD) Key accelerators driving early adoption of commercial Automated Mobility solutions Level 4 Market driver • Motivated by economics rather than just safety Level 3 or convenience Level 2 Governance Level 1 • Simplified regulatory and legal environment at the local l
Slide 10: Delphi and Mobileye CSLP level 4/5 platform
Delphi and Mobileye CSLP level 4/5 platform Mobileye’s best-in-class vision Delphi’s Ottomatika Automated Driving software, sensor suite, and computing platform (camera) systems and real-time mapping and vehicle location Delphi’s Sensor Suite • Radars: Radio waves sent • LiDAR: Light pulses sent • R
Slide 11: CSLP platform – leveraging partnerships
CSLP platform – leveraging partnerships • Mobileye: Vision Systems & Fusion Reference Learning / AI Localization using REM • Intel: Automated Driving SoC OS and support Software Connectivity Data Centers / Management • Intel / Delphi / Partners Middleware and Tools Functional Safet
Slide 12: Increasing content per vehicle – Automated Driving
Increasing content per vehicle – Automated Driving Embedded controls, Lidar algorithms Radar sensors +$2,300 Actuation & sensors +$2000 CPV other +$330 CPV Vision sensing CPV Additional sensors +$285 architecture +$220 CPV +$100 CPV CPV +$5,000 - $5,500 CPV when moving to a Level 4/5 vehicle in 2020
Slide 13: Redefining connected Infotainment: Integrated Cockpit
Redefining connected Infotainment: Integrated Cockpit Creating a configurable, rich and “touch-free” user experience Eye glance Gesture control Voice recognition 3D Displays Customized Information in 3D: full-color, high-resolution, re-configurable 13 13
Slide 14: Consumer demand is driving connected car capability
Consumer demand is driving connected car capability World-class connectivity helps address safe & green challenges Big Security Data BYOD 10110001100000 10110001111010100000 OTA The IoT is disrupting traditional automotive 14
Slide 15: Computing platform: Integrated Cockpit Controller (ICC)
Computing platform: Integrated Cockpit Controller (ICC) Integrated Cockpit Controller (ICC) Infotainment & User Experience Centralized Control Gesture Cluster RadioV2X Connectivity Scalable software platform Controller Controller HeadUnit Controller Gateway Controller Reduced architecture comple
Slide 16: IDI computing platform and software architecture
IDI computing platform and software architecture System Integration by Delphi Vehicle Embedded Micro Server Audio Video Processing Multi Domain SoC Audio Tuner Router Health Monitoring & Services Layer Middleware Operating System Hypervisor Board Support Package (BSP) Drivers Board Support Package (
Slide 17: Electrification expected to grow…
Electrification expected to grow… Hybrids increase in the next 10 years: ~24M by 2025 120 Electric vehicles Mild hybrids (primarily 48V) Full hybrids 100 Alternative fuels 9M 24M 15M 80 Diesel 17M 60 GDi gasoline 38M 40 62M 20 PFI gasoline 24M 0 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Slide 18: Electrification provides more power & closes regulation gap
Electrification provides more power & closes regulation gap Stringent regulatory fleet targets cannot be achieved with engine systems alone US Fuel economy: 54.5 mpg – 2025 EU Emissions: 95 CO2 g/km – 2021 China Emissions: 117 CO2 g/km – 2020 Best-value electrification: 48V mild hybrid Stringent reg
Slide 19: The Delphi solution
Creating intelligent electrification with Delphi’s 48V solution 48V electrification Enabling intelligent electrification Optimized electrical architecture is the foundation Improved functionality, better performance, greater efficiency Builds on electrical solution competency Software, software, sof
Slide 20: Electrification growth forecast by region
Electrification growth forecast by region 18,000,000 16,000,000 14,000,000 12,000,000 10,000,000 Americas Europe 8,000,000 Asia 6,000,000 4,000,000 2,000,000 0 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Significant growth in Asia and Europe 20 Source: IHS October 2016
Slide 21: Mild hybrid production volumes
Mild hybrid production volumes January & October 2016 IHS update Vehicle units China & Europe markets dominate 48V mild hybrid projection: ~12M in 2025 21 Source: IHS January & October 2016
Slide 22: Electrification increases Delphi content per vehicle (CPV)
Electrification increases Delphi content per vehicle (CPV) Powertrain Management Electrical System Battery Management • Supervisory controller • 48V fusing & distribution • Charging inlets and cables • Supervisory software • High power & voltage connectors • Internal battery connections • Inverter •
Slide 23: Macro trends and disruptors create new growth opportunities
Macro trends and disruptors create new growth opportunities Market challenge Delphi portfolio expansion Delphi solution • A safer ride • Increasing regulation Active Safety Automated Driving • Power for functions Engine 48V hybrid • More stringent systems electrification regulations Connected car •
Slide 24: Making it possible.
Making it possible. Innovation for the Real World
Slide 25: 48-volt mild hybrid growth forecast by region
48-volt mild hybrid growth forecast by region 25 Source: IHS October 2016
Slide 26: Delphi 48V mild hybrid system solutions
Delphi 48V mild hybrid system solutions Strategic focus Value proposition • NA OEMs market follower NA gasoline • Two VW Passet demos (2016 Q4) • Optimized electrical demo vehicle • Combine with Dynamic Skip Fire (2017 Q1) architecture & engine management control • ~ 15% fuel economy savings • Two H
Slide 27: Gasoline Engine Management System (EMS) solutions
Gasoline Engine Management System (EMS) solutions EMS solutions Emissions reduction results • Increased fuel pressure (400 bar) to meet Turbo GDi yields: ~15% ↓ CO2 Turbo GDi Euro 6c emissions + fuel systems • High-precision fuel delivery for optimized 2-step VVA yields: ~5% ↓ CO2 combustion and low
Slide 28: Tula Dynamic Skip Fire (DSF)
Tula Dynamic Skip Fire (DSF) Enhancing 2-step technology with dynamically adapting software Baseline: 4-cyl. PFI engine CO2 reduction per dollar on cost Turbo Diesel GDi with Turbo and Dynamic Skip Fire Downsizing • Demonstrated 15% CO2 reduction in an 8-cylinder GMC Denali • VW Jetta 4-cylinder tur
Slide 29: Unmatched technical sophistication
Unmatched technical sophistication 12 million lines of code Premium Vehicle 24 million lines of code Android Operating System F-35 Fighter Jet 44 million lines of code 61 million lines of code Microsoft Office 2013 Facebook 50+ computers To deliver a world-class user experience, active safety and hi
Slide 30: More safe, more green, more connected...
More safe, more green, more connected... Influence of Silicon Valley Delphi’s technology acceleration 2010 2015 2020 Lines of code shipped daily 200M 20B 200B Software aeei <$50M $500M $1.5B ovate 2,000 5,000 8,000 engineers NOKIA ewan Crdsshew SAMSUNG Key “ 15+ 30+ 60+ = Pe) ee = partnerships > SIE
Slide 31: Convergence of Active Safety & Infotainment
Convergence of Active Safety & Infotainment Driving increased levels of Computing Power 2010 2015 2020 2025 Assisted Conditional Safety Fully automation automation eco-system autonomous Increasing levels of Computing Power Increasing Smartphone Full cloud Internet personalization integration connect
Slide 32: Evolution of vehicle sensors
Evolution of vehicle sensors Component solutions System solutions • Initial “smart-cameras” with integrated data • Additional camera, radar and lidar sensors processing move to satellite-technology • First programs transitioning to satellite • Reduced size and cost technology, LVDS connection • High
Slide 33: Evolution of computing platform architecture
Evolution of computing platform architecture Individual component controllers Multi domain system controllers • Separate ECUs with individual custom microprocessors • Integrated ECUs with multi-purpose processors • Primarily low and mid speed data busses with • High speed busses (ETH, LVDS) with fau
Slide 34: Creating a safer driving experience
Creating a safer driving experience Sensor fusion combines data from multiple sensors to enable safety features: Blind spot warning Collision Mitigation Lane Departure Warning Lane Departure Prevention Adaptive Cruise Control Forward Collision Warning Automatic Emergency Braking Radar Radar + Vision
Slide 35: Automated Driving Partnership Architecture
Automated Driving Partnership Architecture 35
Slide 36: Singapore Automated Mobility Pilot
Singapore Automated Mobility Pilot Delphi integrates active safety and automated features Rear camera Driver State Sensing RACam Front camera Front radar Sensor Technology Multi-Domain Delphi Cloud Controller provides key data and service Automated connections to MoD Driving Software ecosystem Side
Slide 37: Singapore AMoD pilot: Standing up the ecosystem
Singapore AMoD pilot: Standing up the ecosystem Addressing first mile, last mile challenges 3 year pilot to be operational service by 2022 37
Slide 38: Macro trends create OEM challenges…
Macro trends create OEM challenges… Cause Effect OEM challenge Delphi opportunity • More software • Automotive grade Exponential • More content • Future-proof designs computing power • More requirements • Affordable complexity • More brought-in devices • Flawless connections Expansion • Connectivity
Slide 39: ADAS to Automated Driving SAE Levels (0-5)
ADAS to Automated Driving SAE Levels (0-5) ADAS Automated Driving Level 0 Level 1 Level 2 Level 3 Level 4 Level 5 Driver Conditional High Full No Automation Partial Automation Assistance Automation Automation Automation Forward Collision Steering Collision Automated Mobility on Feature AEB Traffic j
Slide 40: Strategic software partnerships enhance capability
Strategic software partnerships enhance capability Algorithms Firmware Applications Partnerships accelerate technology integration in the automotive sector 40
Delphi Automotive — Investor Presentation (December 2016) on 6ix