Visteon Corporation · NASDAQ:VC
Visteon — Deutsche Bank Automotive Conference 2021
7 slides from Visteon's conference presentation, Jun 16, 2021
Slide 1: Visteon Deutsche Bank Automotive Conference June 16, 2021
Visteon Confidential Deutsche Bank Automotive Conference June 16, 2021
Slide 2: Forward-Looking Information
1 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," "for
Slide 3: Industry-Leading Products for Digitalization & Electrification
Industry-Leading Products for Digitalization & Electrification 2 Instrument Clusters ADAS Connectivity Broad product portfolio to help OEMs address key trends Infotainment Customer DiversityRobust Product Portfolio Cockpit Computers Battery Management Displays
Slide 4: All-Digital Clusters Performance
95 77 2017 2018 2019 2020 LTM Q1 2021 $1.3B $1.4B 2017 2018 2019 2020 LTM Q1 2021 All-Digital Clusters Performance 3 Robust Product OfferingIndustry Production Volumes vs. Visteon Cluster Sales 12% 48% Visteon Cluster Sales GrowthIndustry Production Decline (19%) (Units in millions) 56% CAGR All Oth
Slide 5: SmartCore Cockpit Domain Controller Technology
Digital Cluster Apps Infotainment Apps SmartCore™ Cockpit Domain Controller Technology 4 Automotive Technologies Smartphone Technologies AutoSAR operating system for vehicle interface Support broad set of OEM vehicle networks including CAN, LIN, Ethernet ISO 26262 based functional safety QNX OS for
Slide 6: SmartCore Business Outlook
Product Launch Schedule SmartCore™ Business Outlook 5 Industry leader in emerging cockpit domain controller technology 2018 2019 2020 2021 2022 2023 10 Total SmartCore™ OEM Customers to Date $3.1B SmartCore™ wins FY 2019 – Q1 2021 $400M+ SmartCore™ Revenue Growth 2020A – 2023P Key Highlights Signifi
Slide 7: Investment Thesis
Investment Thesis Visteon is a compelling long-term investment opportunity Innovative Product Portfolio Digital Cockpit Electronics Leader Strong Balance Sheet(1) Competitive Cost Structure 6 Leading analog-to-digital transition in automotive cockpits Industry leader in cockpit domain controller