Valeo Se · EURONEXT:FR
Valeo — Evercore ISI CES webinar 2021
26 slides from Valeo's conference presentation, Jan 13, 2021
Slide 1: Valeo - a leader in ADAS with the only Automotive Laser Scanner in production
Valeo - a leader in ADAS with the only Automotive Laser Scanner in production
Slide 2: ADAS/AD Market: Three Waves
ADAS/AD MARKET: THREE WAVES ✓ WAVE 1: SAFETY AND ACCIDENT REDUCTION Active Safety comes as standard on most new vehicles Valeo has booked €6bn+ of business on Active Safety ✓ WAVE 2: LEVEL 2+ ADAS SYSTEMS New businesses to be awarded all include L2+ functionality Valeo has launched its first L2 syst
Slide 3: Valeo: Leader in Parking, Safety & Driving Automation
VALEO: LEADER IN PARKING, SAFETY & DRIVING AUTOMATION 30 years of innovation 1 in 4 new cars comes with Broadest perception 15 world’s first in 10 years Valeo ADAS technology portfolio in the industry Making mobility safe & Worldwide network of >1 billion sensors shipped more pleasant for everyone e
Slide 4: Privately Operated Vehicles (POV) Drive Market Growth
Privately Operated Vehicles (POV) Drive Market Growth ● Safety first: Vision Zero ● ADAS is accelerating ● Privately-operated vehicles will focus on Level 2+ ● Affordability drives up penetration rates and generates volumes Amount of L2/L2+ systems for POV to quadruple by 2025 VALEO RESERVED DECEMBE
Slide 5: SAE J3016: Levels of Driving Automation
SAE J3016TM: LEVELS OF DRIVING AUTOMATION ADAS AD LEVEL 0 LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4 LEVEL 5 You are driving You are not driving Liability Driver is whenever these driver support features are engaged – when these automated driving features are engaged – passes responsible even if your feet are
Slide 6: Lidar Is a Key Enabler for Safe Automated Driving
LIDAR IS A KEY ENABLER FOR SAFE AUTOMATED DRIVING overhead objects road debris Valeo SCALA™ can detect road markings offset static objects VALEO RESERVED DECEMBER 2020 | 6
Slide 7: Level 3 Systems Entering the Market in Privately Operated Vehicles
LEVEL 3 SYSTEMS ARE ENTERING THE MARKET IN THE PRIVATELY OPERATED VEHICLES SEGMENT – ENABLED BY LIDAR Audi Mercedes ⬝ L3 in 2021 Honda ⬝ L3 in 2021 Lexus Great Wall ⬝ L3 in 2022 Volvo ⬝ L3 in 2022 VALEO RESERVED DECEMBER 2020 | 7
Slide 8: Lidar Applications Across Various Mobility Sectors
LIDAR APPLICATIONS ACROSS VARIOUS MOBILITY SECTORS Privately operated Vehicle Semi Truck Robotaxi Droids Level 2+ Level 3/4 Level 3 Level 4 Level 4 Level 4 FRONT SIDE REAR Short-range, 180° FoV, medium Long-range, >100° FoV, high resolution resolution Two main sensor designs able to cover most needs
Slide 9: Automotive Lidar Technology Maturity
AUTOMOTIVE LIDAR TECHNOLOGY MATURITY The “AD Problem” is complex Market delays Automotive LiDAR Raised sensing expectations LiDAR “real” capabilities have limits Safety & availability trade-off All-conditions performance Multiple usages drive LiDAR market Reference systems Delivery droids Robotaxis,
Slide 10: The Challenge: Automotive Grade Technology
THE CHALLENGE: AUTOMOTIVE GRADE TECHNOLOGY supplier process end-of-line process Manufacturing management validation testing stability traceability virtual lab test real world all seasons System Validation testing HiL / SiL test track testing worldwide requirement project functional respect Developme
Slide 11: The Challenge: Automotive Grade Technology
THE CHALLENGE: AUTOMOTIVE GRADE TECHNOLOGY supplier process end-of-line process Manufacturing management validation testing free space stability road markings traceability virtual lab test noise real world all seasons System Validation testing HiL / SiL test track suppression testing static objects
Slide 12: The Challenge: Automotive Grade Technology
THE CHALLENGE: AUTOMOTIVE GRADE TECHNOLOGY supplier process end-of-line process Manufacturing management validation testing stability traceability virtual lab test real world all seasons System Validation testing HiL / SiL test track testing worldwide requirement project functional respect Developme
Slide 13: The Benefits: Automotive Grade Product & Process
THE BENEFITS: AUTOMOTIVE GRADE PRODUCT & PROCESS Reliable Product Reliable Production Over environmental conditions Stable industrial setup Over personal vehicle lifetime Secured large scale capacity Built-in service functions to maximize availability Robust supply chain Compliant with safety requir
Slide 14: Valeo SCALA 3D Laser Scanner
VALEO SCALA™ 3D LASER SCANNER Launch of 2nd generation in 2021 Over 125,000 SCALA™ on the road worldwide Optimized for privately operated vehicle use cases Fully compliant with automotive requirements World’s only automotive grade 3D lidar since 2017 VALEO RESERVED DECEMBER 2020 | 14
Slide 15: Valeo Lidar Portfolio
VALEO LIDAR PORTFOLIO SCALA™ Gen. 2 Near-field Lidar (NFL) Mobility Kits Up to 200 meter range (car) Up to 30 meter range (car) Sensors, SW Tools, Functions 133 x 10° field of view 100 x 80° field of view Automotive grade quality Up to 0.125° horizontal resolution 0.4 x 0.4° resolution Easy to Use (
Slide 16: Cars in 2025+ Will Be Designed for Autonomy
CARS IN 2025+ WILL BE DESIGNED FOR AUTONOMY OEMs are significantly changing Opportunities for Valeo the E/E architecture in different Products DECENTRAL DOMAIN + ZONE Intelligent sensors Synergies Interior Interface Module Heavy wiring Computing cluster Flexibility Service Orientation Domain Control
Slide 17: CDA Products and Services: Adapted to Customer Needs
CDA PRODUCTS AND SERVICES | ADAPTED TO CUSTOMER NEEDS Cross-Domain Solutions Solutions and Digital Services Turn-key System integration. Systems Regional teams with transversal competence Software-as-a-Product, Software e.g. ADAS/AD functional platforms Industrial Product Lines with Components globa
Slide 18: VALEO RESERVED DECEMBER 2020 |
VALEO RESERVED DECEMBER 2020 |
Slide 19: What's to Remember
WHAT’s TO REMEMBER Automotive grade quality is key ◼ for any automated driving application Automotive quality is not easily achieved ◼ and requires hard work and above all experience The world’s only truly automotive grade 3D lidar ◼ comes from Valeo Valeo lidar solutions cover the key needs ◼ acros
Slide 20: A Leader in ADAS
A Leader in ADAS Most comprehensive 1 2 sensor portfolio in the 1 in 4 new vehicles >11bn€ Order Intake industry already come with over the past 3 years Scalable system a Valeo ADAS system platforms with re-usable hardware and software 3 4 modules 1st Stand-Alone Level 2 1st AI Driver Monitoring 22,
Slide 21: Lidar Applications Across Various Mobility Sectors
LIDAR APPLICATIONS ACROSS VARIOUS MOBILITY SECTORS Privately operated Vehicle Semi Truck Robotaxi Droids Level 2+ Level 3/4 Level 3 Level 4 Level 4 Level 4 FRONT SIDE REAR Short-range, 180° FoV, medium Long-range, >100° FoV, high resolution resolution Two main sensor designs able to cover most needs
Slide 22: Driverless Vehicles Focus on Commercial Services
Driverless Vehicles focus on Commercial Services ● Transportation of people and goods will first adopt L4 automation ● Automation becomes a business case, rather than a customer feature ● Uncertainty of regulatory and liability frameworks “Tier-1 suppliers like Valeo are also helping us get up and g
Slide 23: Platforms Generate Economies of Scale
Platforms Generate Economies of Scale INTERIOR COCOON Driver and cabin monitoring EXTERIOR COCOON Perception and Situational Awareness Valeo supports both pillars with our platforms for Automated, Connected, UX solutions VALEO RESERVED MAY 2020 | 23
Slide 24: Powerful SOCs Move the Goalposts
Powerful SOCs move the goalposts ● Silicon integration pushes chipmakers up the value chain ● We have built successful co-operations in the ADAS and Connectivity space ● We provide the broadest sensor portfolio in the market complemented by SW stacks Established players in the western hemisphere...
Slide 25: Addressing New Value Spaces: Smart Mobility Is More Than Cars
Addressing New Value Spaces: Smart Mobility is More Than Cars ● CES 2020 Demos: ○ eDeliver4U with Meituan ○ Mobility kit with TwinsWheel ● Cooperation with shuttle-makers ● Expand into cyber-services, localization, smart infrastructure etc. Credit: Valeo Credit: Valeo Credit: Navya Credit: EasyMile
Slide 26: 30 Years of Valeo Innovation in ADAS
30 YEARS OF VALEO INNOVATION IN ADAS Rain-Light-Humidity Sensor 2009 Multi-function Front Camera 2015 Laser Scanner w/ increased vFoV 2020 Multi-beam Automotive-grade Radar 3D Laser Scanner 2006 Cross Traffic Alert 2017 2009 Front Camera Mirror-integrated 3D Surround View w/ 100° lens Camera design