14
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC This is Veoneer Company Presentation Veoneer November 2019 March 2019 Veoneer Company Presentation 1

This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

  • Upload
    others

  • View
    3

  • Download
    0

Embed Size (px)

Citation preview

Page 1: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

This is

Veoneer Company Presentation

Veoneer

November 2019

March 2019 Veoneer Company Presentation1

Page 2: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC2

Our Purpose

Creating Trust in MobilityMarch 2019 Veoneer Company Presentation

Page 3: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

• “Pure Play” focus on:

− Safety Electronics,

− Advanced Driving Assistance Systems (ADAS),

− Collaborative and Automated Driving (AD).

• Founded in 2018, spin-off from Autoliv

• Close to 70 years of automotive safety development

• 9,100 employees in 13 countries

• Headquartered in Stockholm, Sweden

• Listed on the NYSE and Stockholm NASDAQ OMX

This is Veoneer

3 5-Nov-19 VNE - Post Q3'19 Earnings Release

Page 4: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

Key Figures

4

(1) Excludes additional Active Safety Market TAM from Driver Monitoring, Digital Mapping, Connectivity System – V2V upside potential ~$6B(2) Order Book $ value represents estimated total future sales attributable to documented new business awarded, disclosure of Order Intake and Order Book will not be made regularly. Dollar

amounts of order book or order intake are not necessarily indicative of future net sales and are subject to uncertainties.(3) Last Twelve Months

~$43 Bn TAM¹ 2025E~$25 Bn Active Safety

~$2.0 Bn SalesIn LTM³ Q3 2019

>$19 Bn Order Book²~80% in the Electronics Segment

Strong Engineering Base~70% Software Focused

Products Groups Customers

5-Nov-19 VNE - Post Q3'19 Earnings Release

Page 5: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

A Global Footprint

March 2019 Veoneer Company Presentation5

9,100 ASSOCIATES~5,200 in R,D&E

13 COUNTRIES 10 MANUFACTURING SITES26 TECHNICAL CENTERS

Page 6: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

Our Technology Showcase

6

BRAKE SYSTEMS

DRIVER MONITORING SYSTEMS

VISION SYSTEM

RADAR

REAR CORNER RADAR

ROADSCAPE

ADAS ECU

RESTRAINT CONTROL SYSTEM

NIGHT VISION

V2X

SATELLITE CRASH SENSORS

LIDAR

FRONT CORNER RADAR

Active Safety

Autonomous Driving

Restraint Controls

Brake Systems

LIDAR

5-Nov-19 VNE - Post Q3'19 Earnings Release

Page 7: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLICMarch 2019 Veoneer Company Presentation7

More than 4 millionCamera Sensors Delivered

>33 millionRadar Sensors Delivered

~750 millionAirbag ECUs and Crash

Sensors Delivered

Delivered during the past decade, as Veoneer and as part of Autoliv

A Tech Company Delivering Automotive Grade

Page 8: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

Collaborative Driving is the Consumer and OEM Priority

Features Human “Out-of-the-Loop”ADAS

(e.g., AEB)Advanced ADAS/

Supervised Driver AssistsUnsupervised Pilots

Anticipated Broader Adoption Roll-out

2030+Today Today Next 5 Years

Content(1)

$8,000+ per vehicle$100-500 per vehicle $500-1,000 per vehicle $1,500-4,000 per vehicle

Type

Collaborative Driving Full Self-DrivingDriver Support

(1) Based on TAM (Total Addressable Market); Active Safety Market includes Radar (Front/Side/Rear), Forward looking Cameras (Mono/Stereo/Night Vision), ADAS ECU and LiDAR plus upside from Driver Monitoring, Digital Mapping, Connectivity System – V2V

8 5-Nov-19 VNE - Post Q3'19 Earnings Release

Page 9: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

For Veoneer – Innovation, Reliability and Quality is Creating Trust

Long industry experience and heritage of proven solutions, based on “Saving Lives”

Credibility from track record of breakthrough Innovations in passive and active safety

Reliability from solid engineering expertise and production capabilities with a Relentless focus on Zero Defects

Automotive Safety Grade Solutions Evermore Important

5-Nov-19 VNE - Post Q3'19 Earnings Release9

Page 10: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

1Non U.S. GAAP measure,

2Content per Vehicle

5-Nov-19 VNE - Post Q3'19 Earnings Release10

2019 Key Launches and Mid-Cycle Model Facelifts

Mercedes CLA

Ford Explorer

Mercedes EQ C

Geely Emgrand GS

Honda Fit

Honda CRVF-Series Super Duty

Mercedes GLC

Hyundai Sonata

VW

including all major product areas

Factors impacting2019 Organic Sales1

✓ Key launches and mid-cycle facelifts represent 10 to 15% of annual sales with an average CPV2 of >$150

✓ Slower ramp-up of volumes and launch delays on certain models

✓ Temporary negative radar mix shift from 24Ghz to 77Ghz

✓ BMW mono-vision programs wind-down during 2019 to 2021

✓ Veoneer based vision launches ramping-up during 2019 to 2022

Mercedes GLS

Mercedes GLB

Geely GLSV

Ford Transit

Honda Freed

GAC A39

Page 11: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLICMarch 2019 Veoneer Company Presentation11

High level and speed of innovation requires collaboration based on a joint problem definition and expertise.

Some of our partners:

• Zenuity (joint venture) for ADAS and AD systems software

• VNBS (joint venture) for Brake Systems

• Velodyne for LiDAR

• Seeing Machines for Driver Monitoring

• NVIDIA for computer platforms

• MIT AgeLab for HMI related research

Strategic Eco System Partnerships

Page 12: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

Close to 70 years of Experience with Many World Firsts(1)

1990 19952000

20052010

Restraint Controllerwith Integrated Rollover

Restraint Controllerwith IntegratedIMU

Adaptive RestraintController &Remote Sensors

CV-EnhancedFront Crash Sensing

Off-RoadProtection with

Belt Control

IntegratedRestraint

Brake ControlPedestrian DetectionSystem

Airbag ECUs

with Dwell Enhancement

2015

Night Vision Pedestrian Detection System

Short & Medium Range Radar

Night VisionSensor FusionFIR / NIR

4 Corner Radar and Pre-Triggering Passive

Safety

Long Range Radar(in alliance with Continental as the system supplier)

Autonomous Emergency BrakingRadar and Mono VisionA

ctiv

e S

afet

y an

d B

raki

ng

Re

stra

int

Co

ntr

ol

Syst

em

s

Acceleratinginnovation pace

Night Vision Animal Detection System

(1) Including acquisitions

Learning Intelligent Vehicle

2017

ADAS ECU

12 March 2019 Veoneer Company Presentation

2018

ADAS ECU ‘Zeus’ meets L4

Autonomous Driving

Page 13: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC13

O U R P U R P O S ECreating Trust in Mobility

O U R C O R E S T R A T E G YDeliver Innovative Solutions You Can Trust

O U R C O R E P I L L A R SFlawless Delivery

Customer-Centric CollaborationHuman-Centric Innovation

O U R B E L I E F S :Burning Curiosity

Passion for Excellence Bold Honesty

Page 14: This is Veoneer · © 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC Close to 70 years of Experience with Many World Firsts(1) 1990 1995 2000 2005 2010 Restraint Controller

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

Thank You!

March 2019 Veoneer Company Presentation14