Melexis Nv · EURONEXT:MELE
Melexis Nv — Investor Day (December 2018)
38 slides from Melexis Nv's investor day presentation, Dec 5, 2018
Slide 1: Analyst Day
Sam Maddalena – Vincent Hiligsmann Analyst Day Wed. 5 Dec. 18 The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 2: Melexis Playground for the next 5 Years
Melexis Playground for the next 5 Years The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 3: Automotive Trends
Automotive Trends Zero Emissions User Experience (xHEV & xEV) (Customiza+on) Zero Traffic Fatali+es Communica+on (Assisted & Autonomous Drive) (V2V - V2I - V2X) The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 4: Melexis vs Automotive Trends: edge sensing & edge driving
Melexis vs Automotive Trends Melexis enables edge sensing & edge driving The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 5: Melexis engineers small, smart Sensing and Driving nodes
Melexis vs Automotive Trends Melexis engineers small, smart Sensing and Driving nodes suppor3ng in-vehicle edge compu3ng systems The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 6: Melexis vs Automotive Trends
Melexis vs Automotive Trends Powertrain Systems Zero Emissions Zero Traffic Fatali=es User Experience Electrifica3on ADAS Personaliza3on (xHEV & xEV) (Assisted & Autonomous Drive) (Customiza=on) Chassis, Body & Safety Systems The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Re
Slide 7: Powertrain Systems
Powertrain Systems The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 8: Powertrain Systems: Growth Driver Regulations – Emission Norms
Powertrain Systems Growth Driver: Regulations – Emission Norms The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved. Source: ICCT – International Council on Clean Transportation
Slide 9: Powertrain Systems: Growth Driver Regulations – Emission Norms
Powertrain Systems Growth Driver: Regulations – Emission Norms The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved. Source: ACEA – European Automobile Manufacturers Association
Slide 10: Electrification: Recent Press Clippings
Electrification Recent Press Clippings Source: ICCT – International Council on Clean Transportation The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 11: Levels of Electrification
Powertrain Systems Levels of Electrification Internal Combus/on Engine (ICE) Internal Combus/on 100 Engine (ICE & uHEV) CO2 Emission (g/km) 48 Volt Mild Hybrid (mHEV) Full Hybrid (fHEV) Plug-In Hybrid (pHEV) Electrical Vehicle (BEV - FCEV) 0 0 Electrifica/on (kWe) 100 The content of this presentation
Slide 12: Electrification – Segmentation – Market Split
Powertrain Systems Electrification – Segmentation – Market Split Electrification ICE inside The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved. Source: Strategy Analytics
Slide 13: Electrification – Segmentation – TAM
Powertrain Systems Electrification – Segmentation – TAM Market Market Powertrain TAM for Melexis CAGR (Millions Cars) Systems (Total Available Market - # ICs/car) 90 Internal Combus/on #24 -2% 81.5 Engine (ICE & uHEV) #31 2 48 Volt Mild Hybrid #37 +42% 11.5 (mHEV) #45 4 Full Hybrid (fHEV) #50 +16% 8
Slide 14: ICE + uHEV
ICE + uHEV 90 Internal Combus/on #24 81.5 Engine (ICE & uHEV) #31 • Down-sized Engine (GDI, Turbo) • Thermal Management • Start-Stop Unit The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 15: ICE + uHEV
ICE + uHEV The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 16: mHEV
mHEV 2 48 Volt Mild Hybrid #37 11.5 (mHEV) #45 • Down-sized Engine (GDI, Turbo) • Thermal Management • 48 V Starter-Generator Unit • e-Turbo • Battery Monitoring • DC/DC Converter (48-to-12) The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 17: mHEV
mHEV The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 18: fHEV + pHEV
fHEV + pHEV 4 Full Hybrid (fHEV) #50 8.5 Plug-In Hybrid (pHEV) #58 • Down-sized Engine (GDI, Turbo) • Thermal Management • High-Voltage Inverter • Battery Monitoring • DC/DC Converters • On-Board Charger (OBC) The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 19: fHEV + pHEV
fHEV + pHEV The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 20: EV
EV 1.5 Electrical Vehicle #41 4.5 (BEV - FCEV) #44 • Thermal Management • High-Voltage Inverter(s) • Battery Monitoring • DC/DC Converters • On-Board Charger (OBC) The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 21: EV: Water Pump, Traction Inverter, DC/DC, OBC
EV Electrical Water Pump Traction Inverter DC/DC Converter On-Board Charger (OBC) The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 22: Chassis, Body & Safety Systems
Chassis, Body & Safety Systems The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 23: Chassis – Body – Safety Systems: SAE Automation Levels
Chassis – Body – Safety Systems SAE Automation Levels (SAE J-3016) The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved. Source visual: Society of Automotive Engineers (SAE)
Slide 24: Chassis – Body – Safety Systems: Segmentation - TAM
Chassis – Body – Safety Systems Segmentation - TAM Market Market Car Chassis - Body - Safety Weighted TAM for Melexis CAGR (Millions Cars) Segments Systems (Total Available Market - # ICs/car) #9 Chassis - Steering #12 #9 Chassis - Braking 18 #11 +3% Low-End 21 #2 Chassis - Suspension #3 70 +1% Mid-
Slide 25: Chassis - Steering
Chassis - Steering #9 Chassis - Steering #12 • Market Trend = ADAS The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 26: Chassis - Braking
Chassis - Braking #9 Chassis - Braking #11 • Market Trends = ADAS, Electrification The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 27: Body - Lighting
Body - Lighting #6 Body - Ligh+ng #20 • Market Trends = Personalization, ADAS & Electrification The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 28: Body - HVAC
Body - HVAC #6 Body - HVAC #9 • Market Trends = Electrification & ADAS The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 29: Body – Others: Seating System
Body – Others ➻ Seating System #22 Body - others #42 • Market Trends = ADAS & Personalization The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 30: Body – Others: Power Tailgate
Body – Others ➻ Power Tailgate #22 Body - others #42 • Trend = Personalization The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved. Source visual: Youtube: X5 Rear Hatch | BMW Genius How-To
Slide 31: Body – Others: Time-of-Flight/3D
Body – Others ➻ Time-of-Flight/3D #22 Body - others #42 • Market Trends = ADAS & Personalization The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved. Source visuals: BMW - Melexis
Slide 32: (Passive) Safety
(Passive) Safety 14 (Passive) Safety #18 • Market Trends = ADAS The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 33: Melexis inside…
Melexis inside… The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 34: Tesla Model 3
Tesla Model 3 The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 35: BMW 530e
BMW 530e The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 36: Conclusion
Conclusion The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 37: Conclusion
Conclusion Market Market Chassis - Body - Safety Weighted TAM for Melexis CAGR (Millions Cars) Systems (Total Available Market - # ICs/car) Powertrain #26 #35 Chassis - Body - Safety #68 #115 97.5 Weighted #94 +2% Total 106 TAM #150 2018 2023 The content of this presentation is CONFIDENTIAL & PROPRI
Slide 38: Take-Away: Melexis enables edge sensing & edge driving
Take-Away Melexis enables edge sensing & edge driving We are all geared up, on our way to 20 ICs/car The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.