Autoliv, Inc. · NYSE:ALV

Autoliv — North American International Auto Show (NAIAS) 2018

22 slides from Autoliv's conference presentation, Jan 16, 2018

Slide 1: Creating more value, Saving more lives
North America International Auto Show Detroit, MI Creating more value Thomas Jonsson – GVP Corp. Communications Saving more lives January 16, 2018 1 Copyright Autoliv Inc., All Rights Reserved NAIAS – Detroit, MI. Jan-16-2018 Copyright Autoliv Inc., All Rights Reserved
Slide 2: Safe Harbor Statement
Safe Harbor Statement* This presentation contains statements that are not historical facts but rather forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include those that address activities, events or developments t
Slide 4: Autoliv at CES'18
Autoliv at CES’18  LIV 2.0 − Autoliv research project ride and drive vehicle demonstration experience − Includes: − Autoliv hardware sensors − Autoliv developed Co-Pilot AI* based software and HMI* solution − Includes Zenutiy software features − Panel discussion (ALV, MIT, Eriksson)  Product Exhib
Slide 5: North American International Auto Show
North American International Auto Show 2018 Vehicles of the Year Volvo XC60 - ALV Content Honda Accord - ALV Content Ford Navigator - ALV Content Driver Airbag Passenger and Side Airbags Driver Airbag and Steering Wheels Seatbelts with Active Seatbelts Integrated Child Cushion Seatbelts with Pretens
Slide 6: Vehicle Models Debuted at NAIAS'18
Vehicle Models Debuted at NAIAS’18 where Autoliv products are well represented Ford Ranger Toyota Avalon Hyundai Genesis Kia Forte Audi A7 BMW X2 Ram Truck Jeep Cherokee Honda Insight VW Jetta 6 NAIAS – Detroit, MI. Jan-16-2018 Copyright Autoliv Inc., All Rights Reserved
Slide 7: Industry Pioneer with Strong Heritage
Industry Pioneer with Strong Heritage More than 60 years of innovation in Automotive Safety MECHANICAL PYROTECHNICAL ELECTRONICS DIGITAL 1950s 1980s 1990s 2000s 2010s PROTECT PREVENT 7 NAIAS – Detroit, MI. Jan-16-2018 Copyright Autoliv Inc., All Rights Reserved
Slide 8: Autoliv – Stronger than ever
Autoliv – Stronger than ever WORLD LEADING QUALITY LEADER in all PEOPLE AND CULTURE INNOVATION FOOTPRINT parts and aspects of our We rely on the skills of our builds the long term in manufacturing and business people success engineering 8 NAIAS – Detroit, MI. Jan-16-2018 Copyright Autoliv Inc., All
Slide 9: Automotive Industry in its largest transformation ever
Automotive Industry in its largest transformation ever Automotive Mega Trends AUTOMATED DRIVING & CONNECTIVITY NEW MOBILITY CLEAN MOBILITY 9 NAIAS – Detroit, MI. Jan-16-2018 Copyright Autoliv Inc., All Rights Reserved
Slide 10: Strategic review of transition to stand alone entities
Strategic review of transition to stand alone entities* Corporate costs and allocations of group resources distributed to entities.** Passive Safety Electronics Standalone Standalone (*) Illustrative indication of what two standalone companies may look like if our Board were to approve of a separati
Slide 11: Concludes Strategic Review Process
Concludes Strategic Review Process Prepares for Spin-off of Electronics Business  Passive Safety and Electronics are two distinct businesses: − The pace of technology advancement of the two businesses − Different market needs driving investments for growth and innovation (RD&E) − Different Sales gr
Slide 12: Targets Stand Alone Passive Safety and Electronics
Targets Stand Alone Passive Safety and Electronics CMD 2017 – Target Update 2020 Target 2022 Target  Sales – at least hold market share Autoliv  Sales >$10B and at least grow LVP plus 1% Passive Safety  Sales CAGR*** ~8%  Sales CAGR*** ~6%  Adj. Operating Margin* ~13%  Adj. Operating Margin* –
Slide 13: Electronics ~$43B Market in 2025
Electronics ~$43B Market in 2025 ~10% CAGR 2017 to 2025 Electronics TAM* US$ (Billions) CAGR: ~10% 50 45 ~$43 40 35 ~$32 30 ~$28 25 ~$20 20 15 10 5 0 2017 2020 2022 2025 *) TAM (Total Addressable Market), CAGR (Compound Annual Growth Rate), **) Active Safety Market includes Radar (Front/side/rear),
Slide 14: Active Safety Sensor Market
Active Safety Sensor Market CAGR: 23% Active Safety* US$ (millions) 25,000 20,000 15,000 Night Vision 10,000 ADAS ECU LiDAR Radar Systems 5,000 Vision Systems 0 2017 2018 2019 2020 2025 *) Active Safety Market includes Radar (Front/side/rear), Forward looking Cameras (Mono/Stereo/Night Vision), Othe
Slide 15: One of the World's broadest Safety Electronics Product Portfolios
One of the World’s broadest Safety Electronics Product Portfolios Brake Systems Restraint Control Systems Active Safety 15 NAIAS – Detroit, MI. Jan-16-2018 Copyright Autoliv Inc., All Rights Reserved
Slide 16: Active Safety – Customer snapshot
Active Safety – Customer* snapshot Customer RADAR VISION** ADAS ECU LIDAR Customer 1 2013 Customer 2 Customer 3 Customer 4 Customer 5 Customer 6 Customer 7 Customer 8 Customer 9 Customer 10 Customer 11 Customer 12 Awarded Customer 13 business Customer 14 Technical Customer 15 Qualification Customer
Slide 17: Active Safety – Customer snapshot
Active Safety – Customer* snapshot Customer RADAR VISION** ADAS ECU LIDAR Customer 1 Sep-2017 Customer 2 Customer 3 Customer 4 Customer 5 Customer 6 Customer 7 Customer 8 Customer 9 Customer 10 Customer 11 Customer 12 Awarded Customer 13 business Customer 14 Technical Customer 15 Qualification Custo
Slide 18: The Developing Eco-System
The Developing Eco-System Zenuity provides Sensor Fusion, Decision and Control Cloud Partner Sensors Actuators Decision & Control Sensor Fusion Partners Partner Partners System 18 NAIAS – Detroit, MI. Jan-16-2018 Copyright Autoliv Inc., All Rights Reserved
Slide 19: ZENUITY – the technology
ZENUITY – the technology • World-class driver-assistance Concrete ADAS offer in production now More than 200 designed customer features • Self-driving technologies Complete, from raw sensor data to vehicle actuators Volvo Drive-Me as development platform Deep learning integration demonstrated Automo
Slide 20: Where are we now?
Where are we now? Products System offering from sensors to actuators HIGHLY  Equivalent with “Level 4+” Hardware- AUTOMATED  Full Autonomous Driving agnostic, driving DRIVING system suite launched 2021 standardization Real-life safety based  Production ready baseline out of today‘s Volvo XC90 pla
Slide 21: Summary Recap
Summary Recap  Strong customer feedback from CES’18  Electronics spin is on track for Q3’18  Continued strong customer activity in Safety Electronics and Active Safety around our product portfolio  Zenuity development milestones on track with strong customer interest 21 NAIAS – Detroit, MI. Jan-

Autoliv — North American International Auto Show (NAIAS) 2018 on 6ix

Autoliv — North American International Auto Show (NAIAS) 2018

Slide 1: Creating more value, Saving more lives

Slide 2: Safe Harbor Statement

Slide 3: CES'18

Slide 4: Autoliv at CES'18

Slide 5: North American International Auto Show

Slide 6: Vehicle Models Debuted at NAIAS'18

Slide 7: Industry Pioneer with Strong Heritage

Slide 8: Autoliv – Stronger than ever

Slide 9: Automotive Industry in its largest transformation ever

Slide 10: Strategic review of transition to stand alone entities

Slide 11: Concludes Strategic Review Process

Slide 12: Targets Stand Alone Passive Safety and Electronics

Slide 13: Electronics ~$43B Market in 2025

Slide 14: Active Safety Sensor Market

Slide 15: One of the World's broadest Safety Electronics Product Portfolios

Slide 16: Active Safety – Customer snapshot

Slide 17: Active Safety – Customer snapshot

Slide 18: The Developing Eco-System

Slide 19: ZENUITY – the technology

Slide 20: Where are we now?

Slide 21: Summary Recap

Slide 22: Each year, Autoliv's products save over 30,000 lives