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Questions to the Expert
Continental Capital Markets Day – November 10, 2016
www.continental-ir.com Interior Division
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ContiADAS
BoschADAS
DensoADAS
AutolivASP
Mobileye Delphi DriverAssist
Valeo DA
2016 2020
1 2 3 4 5 6 7
Overview ADAS sales 2016 and 2019/2020 targets (mn €)
November 10, 2016
2 Ralf Lenninger and Rolf Woller, © Continental AG
1 Continental ADAS = Radar, Lidar, Camera and ECUs
2 Bosch online report; Bosch has not communicated any future ADAS sales target
3 Denso reports ADAS sales as part of “Information and safety systems”; Denso’s ADAS target 03/2021 looks for JPY 200 bn; sales are annualized
4 Autoliv’s active safety products: radar systems, vision and night systems, active seatbelts and brake systems, dynamic spot light and system integration; 2020 target
5 Mobileye 2016 sales represent latest consensus (Nov 2, 2016); company has the target to achieve 1.1 bn USD sales by 2019
6 Delphi 2016 sales represent latest company communication from Q2 2016 and target to achieve 1 bn USD sales by 2019
7 Valeo reports sales for comfort and driving assist only; company has no official target for future ADAS sales communicated
ProViu
Mirror
E-Horizon
Car2x
Advanced
HUD
Interior
Camera
Elektrobit
ADAS and Interior products for automated driving will
total >3 bn € in sales by 2020
Three Layer Model Addressable Market of More than €20 bn
3
Components Sensors
System
Electronics
Software
Integration
Environmental ModelSoftware
Electronics
Market
Size
by 2020
November 10, 2016
Ralf Lenninger and Rolf Woller, © Continental AG
Source: Continental estimates
Covering all Aspects of Automated Driving From Sensors to Connectivity and the Environmental Model
4
Powertrain
Management
Surround
View
Fail Operational Brake
Car2x - MK2xPro
Antenna
Module
Short /
Long Range
Radar
Flash-Lidar Domain Control Unit
Software - Continental Elektrobit - Software
Backend
Services
Driver Awareness
Driver HMI
Stereo / Mono
Camera
Interior Division Chassis & Safety Division
November 10, 2016
Ralf Lenninger and Rolf Woller, © Continental AG
Global Trend Antenna Network
5
México
Regensburg Shanghai
Singapore
Frankfurt
HOLM
Friedrichs-
hafen
Chinese Focus:
› Trends & User
Scenarios
› App Development
› Idea Hacks and
Demonstrators
› Society & CE
Trends
› Idea Hacks
› UI & UX Design
› Apps & Software
› Demonstrators
› User Centered
Development
› Apps & Software
UI & UX Design
› Trends in the
Americas
› ADAS Sensoric &
Functions
› Algorithms &
Software
Technologies
› Artificial
Intelligence &
Machine Learning
› Software
Technology
Trends
Trend
Antenna
Network
Cu
sto
me
r R
eq
ue
sts
November 10, 2016
Ralf Lenninger and Rolf Woller, © Continental AG
Source: Continental
6
Roadmap Towards Fully Automated Driving
November 10, 2016
Ralf Lenninger and Rolf Woller, © Continental AG
We offer a Broad Range of Connectivity Solutions
7
MFST
Entry
Telematics
Premium
Telematics
Multimedia
w/ NAD
Digital
Tachograph
Diagnose
Dongle
IAM
Connected
Gateway Device
Connectivity
WLAN
NAD = Network Access Module, IAM = Intelligent Antenna Module, MFST = Multi Functional Smartphone Terminal
November 10, 2016
Ralf Lenninger and Rolf Woller, © Continental AG
Digitalization The Car a Rolling Computer
8
Boeing
7874
Mars Rover
"Curiosity"3
Drone2 Space shuttle1
0
5
10
15
Lines of code (millions)
Car Driving
Sub-System5
1 http://www.nasa.gov/pdf/418878main_FSWC_Final_Report.pdf and
NASA
2 http://www.wired.com/2012/11/navy-killer-drone/ and Northrop
3 http://www.verticalsysadmin.com/making_robust_software/ and NASA
4 Boeing
5 Own estimates
Up to
control units
More than
sensors actuators
More than
November 10, 2016
Ralf Lenninger and Rolf Woller, © Continental AG
9
Our Service for Anticipated Driving Dynamic eHorizon: vehicle looks around the corner
To
po
log
y
AD
AS
H
D M
ap
an
d
Lo
calizati
on
D
yn
am
ic
Data
November 10, 2016
Ralf Lenninger and Rolf Woller, © Continental AG
Source: Continental
Digitalization Comes in Different Waves
10
Systems Products
Mobility Services
Closed Connected
Wave 1
Mechatronics
Wave 2
Systems Wave 3
Connected
Systems and
services
November 10, 2016
Ralf Lenninger and Rolf Woller, © Continental AG
Source: Continental
Vehicle and Cloud Data Volume Creating, Transmitting and Processing
Z KB/min
Transmitting
X KB/min.
Creating
1 GB Data/ 3min
Processing
X KB * Y Cars = www TB/min
11
November 10, 2016
Ralf Lenninger and Rolf Woller, © Continental AG
Source: Continental
Collaborative Approach: Private and Public Sector developing Smart Cities
12
› Park&Go @SG App shows drivers currently available
parking spaces, offers navigation and further services
for drivers in Singapore
› Continental also launches backend Platform in Singapore
– for Park&Go @SG and further connected services for
Intelligent Transportation Systems of the future
› Continental pledges initial investment towards the
development and deployment of Intelligent Intersection
Systems for U.S. DOT’s Smart City Challenge
› Continental will provide advanced sensing, vehicle-
to-vehicle and vehicle-to-infrastructure (V2X)
communication technology to increase traffic safety
at intersections and provide a platform for intelligent
transportation systems of the future
November 10, 2016
Ralf Lenninger and Rolf Woller, © Continental AG
Intelligent Transportation Systems (ITS) at Continental Our Vision
8 November 2016
13 Author, © Continental AG
Vision: Mobility 2025
› 20 million cars will be better
cars because of Conti ITS For example,
with eHorizon
› 25 million consumers
will have better mobile life
because of Conti ITS
For example,
with vAnalytics
› 20 cities will be better
cities because of Conti ITS For example,
with Park&Go
14
Disclaimer
› This presentation has been prepared by Continental Aktiengesellschaft solely in connection with the Capital Markets Day (CMD) on November 10, 2016, in Regensburg. It has not been independently verified. It does not constitute an offer, invitation or recommendation to purchase or subscribe for any shares or other securities issued by Continental AG or any subsidiary and neither shall any part of it form the basis of, or be relied upon in connection with, any contract or commitment concerning the purchase or sale of such shares or other securities whatsoever.
› Neither Continental Aktiengesellschaft nor any of its affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss that may arise from any use of this presentation or its contents or otherwise arising in connection with this presentation.
› This presentation includes assumptions, estimates, forecasts and other forward-looking statements, including statements about our beliefs and expectations regarding future developments as well as their effect on the results of Continental. These statements are based on plans, estimates and projections as they are currently available to the management of Continental. Therefore, these statements speak only as of the date they are made, and we undertake no obligation to update publicly any of them in light of new information or future events. Furthermore, although the management is of the opinion that these statements, and their underlying beliefs and expectations, are realistic as of the date they are made, no guarantee can be given that the expected developments and effects will actually occur. Many factors may cause the actual development to be materially different from the expectations expressed here. Such factors include, for example and without limitation, changes in general economic and business conditions, fluctuations in currency exchange rates or interest rates, the introduction of competing products, the lack of acceptance for new products or services and changes in business strategy.
› All statements with regard to markets or market position(s) of Continental or any of its competitors are estimates of Continental based on data available to Continental. Such data are neither comprehensive nor independently verified. Consequently, the data used are not adequate for and the statements based on such data are not meant to be an accurate or proper definition of regional and/or product markets or market shares of Continental and any of the participants in any market.
› Unless otherwise stated, all amounts are shown in millions of euro. Please note that differences may arise as a result of the use of rounded amounts and percentages.
