Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor Company — Merger or Acquisition (July 2019)
20 slides from Ford Mtr Co Del's merger presentation, Jul 12, 2019
Slide 1: Ford and Volkswagen to expand their global collaboration
Ford and Volkswagen to expand their global collaboration to advance autonomous driving, electrification and better serve customers
Slide 2: Disclaimer – Ford Motor Company
DISCLAIMER – Ford Motor Company Statements included or incorporated by reference herein may constitute “forward -looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward- looking statements are based on expectations, forecasts, and assumptions by our ma
Slide 3: Disclaimer – Volkswagen AG
DISCLAIMER – Volkswagen AG The following presentations contain forward-looking statements and information on the business development of the Volkswagen Group. These statements may be spoken or written and can be recognized by terms such as “expects”, “anticipates”, “intends”, “plans”, “believes”, “s
Slide 4: Ford and Volkswagen extend global alliance, Volkswagen simultaneously invests in Argo AI
Ford and Volkswagen extend global alliance, Volkswagen simultaneously invests in Argo AI EQUAL SHAREHOLDER WITH FORD; VOLKSWAGEN TO SUPPLY TRANSACTION REPRESENTS ANNOUNCED 2019 MEB PLATFORM TO FORD MORE THAN $7B VALUATION NEW COLLABORATION VOLKSWAGEN COMMERCIAL MAKES FULLY ELECTRIC VAN AUTONOMOUS VE
Slide 5: Alliance delivers significant strategic and economic benefits
Alliance delivers significant strategic and economic benefits LEADING BROAD GEOGRAPHIC COST TECH AND CAPABILITY POSITIONS FOOTPRINT BENEFITS ACCESS Alliance will be a leader in Leading positions around Shared investment and R&D Joint programs increase Light Commercial Vehicles the globe spend, leadi
Slide 6: Alliance strengthens complementary competitiveness for both OEMs
Alliance strengthens complementary competitiveness for both OEMs Alliance of two key players | 2018 vehicle1 sales (in mn units) 16.7 10.6 10.1 7.3 7.0 5.2 5.1 3.4 3.1 2.8 16.7mn 61 123 No cross-ownership Cars1 sold in 2018 Ford Manufacturing sites2 VW Manufacturing sites2 Source: IHS Note: 1 Light
Slide 7: Autonomous vehicle development challenges
Autonomous vehicle development challenges 1 Development costs Collaboration Fleet management 4 positions OEMs to overcome 2 Lack of global standards autonomous vehicle Customer demand 5 development challenges 3 High-quality sensing Talent pool and intellectual capital 6 7
Slide 8: Collaboration with Argo AI aims for industry-leading Self-Driving System platform
Collaboration with Argo AI aims for industry-leading Self-Driving System platform External Partners \ Customers External Partners \ Customers Ford AV LLC Volkswagen Mobility Leading SDS technology Best global talent pool Region-specific market solutions Largest OEM customers Unique AV Products Uniqu
Slide 9: Argo AI investment
Argo AI investment CONTRIBUTES $1.6 BILLION $500 MILLION IN CASH $1 BILLION AUTONOMOUS TO FORD IN EXCHANGE FUNDING COMMITMENT INTELLIGENT DRIVING FOR ARGO AI SHARES TO ARGO AI COMPANY Volkswagen will contribute its Autonomous Intelligent Driving company, funding to Argo AI and cash to Ford in exchan
Slide 10: New collaboration to deliver significant global scale across the mobility industry
New collaboration to deliver significant global scale across the mobility industry SDS platform OEMs Leading SDS technology Global scale and reach: leading presence in Europe Best global talent pool: strengthening with AV vehicles, hardware and infrastructure 200+ AID employees Regulatory expertise
Slide 11: EV collaboration positions companies to capitalize on technology paradigm shift
EV collaboration positions companies to capitalize on technology paradigm shift • Targets of Paris Climate Agreement set regulatory framework for regions / countries • Existing fleet CO2 neutrality by 2050 • From Tank-to-Wheel to Lifecycle ~10-15% 10-20% • Achieve significant share “RATHER “RATHER f
Slide 12: BEV drive technology demands the least primary energy
BEV drive technology demands the least primary energy Primary energy demand in Wh/km for lifecycle Fossil Regenerative 1000 # 500 0 Fuel* Fuel Hybrid Fuel (eFuel) Gas (eCNG) Fuel cell (eH2) Plug-in hybrid Battery (BEV) (Gasoline)* (eFuel, Gasoline) CO2 and energy balance over lifecycle Vehicle devel
Slide 13: E-Mobility will become the new business model of Volkswagen
E-Mobility will become the new business model of Volkswagen “Zero Emission” Broad product portfolio Transformation CO2 neutral cars in the existing fleet CO2-Emissions New Business Model BEV 2020 2050 13
Slide 14: Volkswagen invested over $7bn to create a unique E-platform
No center Long wheelbase tunnel short overhang Spacious interior for driver and passengers Superior Big Wheels customer experience Volkswagen invested Exceptional New over $7bn to create a versatility Design unique E-platform Strong cost competitiveness Trunk volume ~ICE Central computing Enables hi
Slide 15: MEB platform provides significant scale and cost advantages
MEB platform provides significant scale and cost advantages 600K ~15mn 600,000 platforms and associated components delivered by Volkswagen Represents Volkswagen annual volume $10-20bn of future sales over six years 2020 2023 2025 2028 MEB platform Platform Top Hat Manufacturing contract (“Skateboard
Slide 16: The Argo AI difference
The Argo AI difference Self-Driving Platform Development of production-quality code from outset Designed for Scale Collaboration with automaker partners for fully-integrated, safe vehicles Multi-city development Collection of a wide range of local road infrastructure, driving behavior and traffic la
Slide 17: Multi-city development approach
Multi-city development approach Currently testing in five cities; expanding to one more this year Miami Washington D.C. Pittsburgh Detroit Palo Alto Expanding to Europe next year Mapping: Diverse library of experiences allows for accelerated expansion into new cities The Advantages: Driving style: A
Slide 18: Expertise and experience matters
Expertise and experience matters High quality, global workforce that promotes a culture of safety and transparency PhD or MS 70% 700+ Average Argo AI Vast majority of engineer has over Argo AI 10 years engineers have 500 of field experience Advanced Degrees Approximately 700 employees globally with
Slide 19: Q&A Session
Q&A Session Ga VOLKSWAGEN
Slide 20: Ford and Volkswagen collaboration creates global strategy to win in AVs, EVs and select vehicles
Ford and Volkswagen collaboration creates global strategy to win in AVs, EVs and select vehicles 1 Global collaboration to expand to AV and EV, no cross-ownership 2 Working toward AV leadership by strengthening Argo AI at more than $7bn valuation Better addresses customer needs 3 MEB platform aims t
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