Building Resilience in Turbulent Times · Turbulent Times Jan Carlson, President & CEO June 21st, 2012 ... Technology Leadership ... 10 HIV/AIDS 2.0 Total 2004 Total 2030

Copyright Autoliv Inc., All Rights Reserved

Building Resilience in Turbulent Times

Jan Carlson, President & CEO June 21st, 2012

Driven for Life

ALV-AuthorInitials/MmmYYYY/Filename - 2 Copyright Autoliv Inc., All Rights Reserved

Challenges

1. Remaining major traffic fatality issues 2. Changes in customer demand 3. ”New” markets 4. Technology shifts


…and prevent ten times as many severe injuries

Every year our products save over 25,000 lives


Autoliv Production Volumes 2011

0

20

40

60

80

100

120

140

Seatbelt Airbag

Side

Head

Frontal

With pret.

Global car production

Million Units

Introduction


Autoliv in Brief

§  Sales 2011: $8.3 billion

§  Sales and technology leader

§  Sales to all major vehicle manufacturers

§  ~80 facilities in 29 countries

§  ~50,000 associates (4,400 in R,D&E) 38%

10%

12%

Introduction

34%

34%

32%

EU Americas Asia


8% of all automotive industry safety patents

2006 Safety Vent Bag

2005 Night Vision System, Pedestrian Hood

2004 Fixed-Hub Steering Wheel

2002 Anti-Sliding Bag, Adaptive Load Limiter

2000 Telematics

1998 Curtain Airbag, Anti-Whiplash Seat

1997 Side Airbag for Head Protection, Inflatable Tubular Structure

1995 Knee Airbag, Seatbelt Load Limiter

1994 Side Thorax Bag

1992 Steering Wheel with Integrated Sensor

1989 Seatbelt with Buckle Pretensioner

1986 Belt Grabber

1980 Airbag Production

1956 Seatbelt Production

2007 Multi Volume Cushion

2008 Integrated Safety Electronics, Pedestrian Detection System

Technology Leadership

2009 2nd generation Active Seatbelts

2010 Locking Tongue

2011 Mono Vision System

Introduction


Sales by Customer - 2011

Others

15%

12%

10%

9% 9%

6% 5%

5%

5%

5% 4%

3%

12%

Introduction


Light Vehicle Sales - LTM EU vs. US

6

8

10

12

14

16

18

Jan-06 Jun-06 Nov-06 Apr-07 Sep-07 Feb-08 Jul-08 Dec-08 May-09 Oct-09 Mar-10 Aug-10 Jan-11 Jun-11 Nov-11 Apr-12

Mill

ions

of L

ight

Veh

icle

s

EU US

Market Turbulence


15 13 15 18

16 14 12 15

11 8 9

8

27 40 42

58

0

15

30

45

60

75

90

105

2007 2011 2012 2017

~ 35M

Growth Markets Rest of World & Eastern Europe Developed Markets

Japan

Western Europe

North America

~ 69M ~ 75M

~ 42 M

(*) Source: IHS @ April 18, 2012

~ 99M

~ 41 M

~ 78M

Light Vehicle Growth*

~ 36M

"   RoW & EEU will more than double by 2017 from 2007 levels

New Markets


Road traffic fatalities; traditional presentation

Source: World Health Organization (WHO) 2010

Remaining fatalities


50-years of Innovations


Leading Cause %

1 Ischaemic heart disease 12.2

2 Cerebrovascular disease 9.7

3 Lower respiratory infections 7.0

4 Chronic obstructive pulmonary disease 5.1

5 Diarrhoeal diseases 3.6

6 HIV/AIDS 3.5

7 Tuberculosis 2.5

8 Trachea, bronchus, lung cancers 2.3

9 Road traffic injuries 2.2

10 Prematurity and low birth weight 2.0

Leading Cause %

1 Ischaemic heart disease 12.2

2 Cerebrovascular disease 9.7

3 Chronic obstructive pulmonary disease 7.0

4 Lower respiratory infections 5.1

5 Road traffic injuries 3.6

6 Trachea, bronchus, lung cancers 3.5

7 Diabetes mellitus 2.5

8 Hypertensive heart disease 2.3

9 Stomach cancer 2.2

10 HIV/AIDS 2.0

Total 2004 Total 2030

Source: World Health Statistics 2008

1.3 million

2.4 million

Road Traffic Fatalities acc. to WHO Remaining fatalities


World’s First Pedestrian Protection Airbag


Alcohol Sensor

Studies shows that 99.8% of all driver are sober …however people killed by drunk drivers:

§  ~30% or 10 000 in Europe (150 in Sweden) §  ~35% or 15 000 in the U.S.

Key features of Autoliv’s sensor

ü  No mouth piece ü  Short warm-up time ü  No recalibration ü  High accuracy ü  Low cost

Remaining fatalities


Global Light Vehicle Production 2011-2019 by segment

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

40,000

45,000

50,000

2011 2012 2013 2014 2015 2016 2017 2018 2019

Units

LVP per Segment

Mid

Small

Large

Change in customer demand

Source: IHS @ April 18, 2012


Reduce size & weight

300g. 170g. 125g.

1996

"   Life time saving 20,000 ton

2005 2010



Cost & Weight Reductions

0% 5% 10% 15% 20% 25% 30% 35%

Driver A/B

Steering W

Pass. A/B

Knee A/B

Side A/B

Curtain A/B

Seat Belt Weight Cost

Reduction



How to offset law of physics?

Large vs. small



”Virtual Crash Zones”

Sensor Zone

Sensor Zone

Sensor Zone

30m

150m

30m


v Sensors

Active Safety

Autonomous Braking

Active Restraints

Active Structures

Active Steering

Warning Driving Aid v Actions

Vision Infra red Radar


Active Safety Latest innovations

Night Vision Gen-3 - with Pedestrian & Animal Detection and Warning

Technology shifts


Autoliv

Every year, Autoliv’s products save over 25,000 lives

The Worldwide Leader in Automotive Safety Systems Passive

Safety

Active Safety

Autoliv - Safety Systems

Thank you!


Automotive Safety Market by Product Line

US

$ B

illio

n

5.4 5.8

4.7 5.6

4.4 5.0 0.8

1.8

0

5

10

15

20

25

30

2011 2014

Active safety

Electronics

Side airbags

Frontal airbags

Seatbelts +3% /yr

+3% /yr

+6% /yr

+4% /yr

+31% /yr +5% /yr 20.5

24

Technology shifts

Night Vision Gen-3 - with Pedestrian & Animal Detection and Warning

Latest innovations


Night Vision Gen-2 - with pedestrian detection and warning

Technology shifts


Technology shifts

Documents

Building Resilience in Turbulent Times · Turbulent Times Jan Carlson, President & CEO June 21st, 2012 ... Technology Leadership ... 10 HIV/AIDS 2.0 Total 2004 Total 2030