Autoliv, Inc. · NYSE:ALV
Autoliv — North American International Auto Show 2019
29 slides from Autoliv's conference presentation, Jan 16, 2019
Slide 1: Saving more lives
North America International Auto Show Detroit, MI Saving more lives Mikael Bratt – President & CEO Autoliv January 16, 2019 1 Copyright Autoliv Inc., All Rights Reserved NAIAS – Detroit, MI. Jan-16-2019 Copyright Autoliv Inc., All Rights Reserved
Slide 2: NAIAS – Detroit, MI. Jan-16-2019
2 NAIAS – Detroit, MI. Jan-16-2019 Copyright Autoliv Inc., All Rights Reserved
Slide 3: Saving more lives
North America International Auto Show Detroit, MI Saving more lives Mikael Bratt – President & CEO Autoliv January 16, 2019 3 Copyright Autoliv Inc., All Rights Reserved NAIAS – Detroit, MI. Jan-16-2019 Copyright Autoliv Inc., All Rights Reserved
Slide 4: 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 5: North American International Auto Show
North American International Auto Show 2019 Vehicles of the Year Hyundai Kona/Kona EV Genesis G70 RAM 1500 5 NAIAS – Detroit, MI. Jan-16-2019 Copyright Autoliv Inc., All Rights Reserved
Slide 6: Vehicle Models Debuted at NAIAS'19
Vehicle Models Debuted at NAIAS’19 where Autoliv products are well represented Ford Explorer Cadillac XT6 RAM 3500 Kia Telluride 6 NAIAS – Detroit, MI. Jan-16-2019 Copyright Autoliv Inc., All Rights Reserved
Slide 7: Uniquely Positioned to Save More Lives
Uniquely Positioned to Save More Lives Continuous innovation to reduce Focus on Real Life Safety global traffic fatalities More sophisticated safety solutions for future autonomous and electric vehicles 7 NAIAS – Detroit, MI. Jan-16-2019 Copyright Autoliv Inc., All Rights Reserved
Slide 8: Autoliv – 65 years of Dedication to Saving Lives
Autoliv – 65 years of Dedication to Saving Lives Entering the next phase Autoliv Lindblads becomes a Period of First Night Vision ̶ Autoservice Acquired by subsidiary of acquisitions and First Knee First Inflatable the start of Active AB is founded First subsidiary Gränges Weda Electrolux joint vent
Slide 9: Autoliv 2018 milestones
Autoliv 2018 milestones Autoliv and Veoneer to pursue respective growth opportunities separately ▪ New executive management team from April ▪ Veoneer spin-off in July − Improved focus and flexibility for both companies (culture, people, business) − Improved investor choice − Increased debt for Autol
Slide 10: Autoliv Today is Stronger Than Ever
Autoliv Today is Stronger Than Ever MARKET SHARE 2018 ORDER INTAKE SALES ADJ. OPERATING INCOME(1) 40% >50% $8.6 Bn 922 Mn worldwide, clear #1 of global orders 2017A LTM LTM (10.7% margin) OPERATIONS IN DAILY PRODUCTION EMPLOYEES FREE CASH FLOW(2) 27 ~1 Mn >66,000 $403 Mn countries units worldwide 20
Slide 11: Strong starting point
Strong starting point Clear market leader in a consolidated market Firm Market Leader at 40% – Far Exceeding Competitors(1) #1 Rankings Across Product Portfolio(1) % 2018A (2) 38% Frontal Airbags Side Airbags Autoliv 40% Comp. 1 33% 48% Comp. 2 Comp. 3 2017 Comp. 4 2018 Seatbelts Steering Wheels Com
Slide 12: Well-Balanced Customer Base
Well-Balanced Customer Base Significant Presence in High-Growth Markets Serving All Major OEMs… …Across All Key Automotive Regions % of 2017A Revenue(1) % of 2017A Revenue(1) 15% 5% 10% 4% Rest of Europe Asia Asia 33% 9% 4% 37% Japan 10% 10% 9% 2% China 7% 2% 17% 7% 2% 7% 2% 6% Others 9% Americas 30
Slide 13: Highest Reliability and Industry-Leading Quality Standards
Highest Reliability and Industry-Leading Quality Standards “Zero Defects by Flawless Execution” Relentless Focus on Quality Through Q5 Program… …& Minimal Recalls Share of Global Recalls since 2010(2) Design Robust Products Buy Flawless Components Manufacture Flawless Products Verify Product Conform
Slide 14: Strong order intake
Strong order intake Order Intake Tailwind Driving Sales Growth and Market Share Gains Strong Order Momentum… … bringing Broad Market Share by Brand Origin Improvement Order Intake Annualized Sales and Share of total awards; 2014A-17A % 2017A 2020E >50% ~50% ~50% Annual Sales (MUSD) ~37% 2014A 2015A
Slide 15: Significant traffic safety improvement potential
Significant traffic safety improvement potential Road Fatalities by Country 130.1 per 100,000 vehicles 104.5 74.6 57.5 25.6 12.9 4.7 5.3 6.8 6.5 7.3 7.6 Sweden Spain Germany Japan Italy France USA South Brazil Thailand China India Korea Sources: WHO Global Status Report on Road Safety 2015 Published
Slide 16: Saving More Lives & Creating Sustainable Growth
Saving More Lives & Creating Sustainable Growth Customer Partnership Accident Research ▪ Key customer partnerships give ▪ Understand how people get us an advantage, especially hurt New Solutions when there are new challenges. Influence Anticipate Market Trends When our innovation is proven efficie
Slide 17: R&D Priorities
R&D Priorities New Restraint Considerations = Current Occupant Safety Requirements + More Adaptability to Size & ADAS & AD Electrification and more… Age of Occupant Main Challenge: Main challenges: New seating positions Weight & noise Adaptability of restraint Protection of: ✓ Safety solutions more
Slide 18: Research/Technology 2025+
Research/Technology 2025+ Impact Angle Front 60o Collaborate with OEMs and other Tier 1 to develop new airbags and seat belt systems for automated vehicles NAIAS – Detroit, MI. Jan-16-2019 Copyright Autoliv Inc., All Rights Reserved
Slide 19: Research/Technology 2025+
Research/Technology 2025+ Integrated sensing for Hands On Detection, HMI for automated driving including Steer by Vital Sign Measurement and HMI Wire and Stowable Steering NAIAS – Detroit, MI. Jan-16-2019 Copyright Autoliv Inc., All Rights Reserved
Slide 20: LifeCell 360 Airbag
LifeCell 360 Airbag ▪ Extension of LifeCell for side impact concept. ▪ Protection for all impact directions Example: Frontal impact 35 mph (USNCAP) in conventional seating position NAIAS – Detroit, MI. Jan-16-2019 Copyright Autoliv Inc., All Rights Reserved
Slide 21: Introducing Driving Avatar
Introducing Driving Avatar ▪ Safety Score uses your smartphone to help you become a safer driver. ▪ By monitoring real-time: ➢ Acceleration ➢ Speed ➢ Braking ➢ Turning ➢ Phone use Autoliv’s proprietary data algorithms and known causes of accidents provides a personal safe driving score. • The driver
Slide 22: Introducing Driving Avatar
Introducing Driving Avatar ▪ The individual driving score can be used by: ➢ ride-hailing services ➢ taxi, limousine and other fleet and professional driving companies to provide an unbiased picture of drivers’ safe-driving habits and provide a platform for evaluating and improving behavior. • Additi
Slide 23: Innovating to support Electrification of vehicles
Innovating to support Electrification of vehicles Innovation Within Current Portfolio Opportunities from more electrical Safeguard against fires caused by Reducing Weight and Size Reducing Noise power short-circuiting Pre-Pretensioner ✓ Mechatronics integration Improved Seatbelt Designs New Seatbelt
Slide 24: Developing Adaptive Restraint Systems
Developing Adaptive Restraint Systems Work with OEMs to increase usage and functionality Biometric/biomechanical studies with leading of Human Body Models beyond standard crash universities to predict brain injuries, rib fractures and dummies thoracic injuries for all occupants NAIAS – Detroit, MI.
Slide 25: Example: Countermeasures for the Fragile Population
Example: Countermeasures for the Fragile Population Adaptability of restraint systems ✓ Personalized restraint system can reduce injuries by 10%-30% NAIAS – Detroit, MI. Jan-16-2019 Copyright Autoliv Inc., All Rights Reserved
Slide 26: Vulnerable Road Users
Vulnerable Road Users Road traffic death by type road user* Other 21% Car Occupants 30% Cyclist 4% Pedestrians 22% Powered two- wheelers 23% Vulnerable Road used accounts for ~49% of all road fatalities Significantly reduce injuries for all vulnerable road users and continue to develop protection sy
Slide 27: Pedestrian Airbag Saves the Life of 12-year Old Boy
Pedestrian Airbag Saves the Life of 12-year Old Boy Vulnerable road users and autonomous vehicles ▪ Protection of vulnerable road users key for acceptance of Autonoumous vehicles ▪ OEMs and RoboTaxi companies show increased interest because when driving shifts from driver to machine, liability trans
Slide 28: 2019 Focus
2019 Focus ▪ Continue to Execute on Strong Order Book ▪ Product Launch Effectiveness ▪ Monitor and Manage Light Vehicle Market Volatility ▪ Secure Our New and Stronger Market Position ▪ Capital Market Day in Second Half Year ▪ Save More Lives 28 NAIAS – Detroit, MI. Jan-16-2019 Copyright Autoliv Inc
Slide 29: Each year, Autoliv's products save over 30,000 lives
Each year, Autoliv’s products save over 30,000 lives autoliv.com
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