Questions to the Expert Continental Capital Markets Day November 10, 2016

Transcription

1 Questions to the Expert Continental Capital Markets Day Interior Division

2 , ,200 1,650 >2,000 Overview ADAS sales 2016 and 2019/2020 targets (mn ) Interior Camera Advanced HUD Car2x ProViu Mirror E-Horizon Elektrobit Conti ADAS Bosch ADAS ADAS and Interior products for automated driving will total >3 bn in sales by 2020 Denso ADAS Autoliv ASP Mobileye Delphi Driver Assist Valeo DA 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 Delphi 2016 sales represent latest company communication from Q and target to achieve 1 bn USD sales by Valeo reports sales for comfort and driving assist only; company has no official target for future ADAS sales communicated 2

3 Three Layer Model Addressable Market of More than 20 bn Market Size by 2020 Components Sensors System Electronics Software Integration Environmental Model Software Electronics Source: Continental estimates 3

4 Covering all Aspects of Automated Driving From Sensors to Connectivity and the Environmental Model Software - Continental Elektrobit - Software Flash-Lidar Domain Control Unit Stereo / Mono Camera Driver Awareness Surround View Car2x - MK2xPro Short / Long Range Radar Powertrain Management Driver HMI Antenna Module Fail Operational Brake Backend Services Chassis & Safety Division Interior Division 4

5 Customer Requests Global Trend Antenna Network Society & CE Trends Idea Hacks UI & UX Design Apps & Software Regensburg Frankfurt HOLM Algorithms & Software Technologies Artificial Intelligence & Machine Learning Software Technology Trends Shanghai Chinese Focus: Trends & User Scenarios App Development Idea Hacks and Demonstrators Trend Antenna Network Demonstrators User Centered Development Apps & Software UI & UX Design Trends in the Americas México Singapore Friedrichshafen ADAS Sensoric & Functions Source: Continental 5

6 Roadmap Towards Fully Automated Driving 6

7 We offer a Broad Range of Connectivity Solutions WLAN Device Connectivity Entry Telematics Premium Telematics Multimedia w/ NAD Connected Gateway IAM MFST Diagnose Dongle Digital Tachograph NAD = Network Access Module, IAM = Intelligent Antenna Module, MFST = Multi Functional Smartphone Terminal 7

8 Digitalization The Car a Rolling Computer More than Up to More than Lines of code (millions) sensors control units actuators Space shuttle 1 Drone 2 Mars Rover "Curiosity" 3 Boeing Car Driving Sub-System and NASA 2 and Northrop 3 and NASA 4 Boeing 5 Own estimates 8

9 Topology ADAS HD Map and Localization Dynamic Data Our Service for Anticipated Driving Dynamic ehorizon: vehicle looks around the corner Source: Continental 9

10 Digitalization Comes in Different Waves Products Closed Systems Connected Mobility Services Wave 1 Mechatronics Wave 2 Systems Wave 3 Connected Systems and services Source: Continental 10

11 Vehicle and Cloud Data Volume Creating, Transmitting and Processing Z KB/min Transmitting Processing X KB * Y Cars = www TB/min Creating 1 GB Data/ 3min X KB/min. Source: Continental 11

12 Collaborative Approach: Private and Public Sector developing Smart Cities 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, vehicleto-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 App shows drivers currently available parking spaces, offers navigation and further services for drivers in Singapore Continental also launches backend Platform in Singapore for and further connected services for Intelligent Transportation Systems of the future 12

13 Intelligent Transportation Systems (ITS) at Continental Our Vision Vision: Mobility 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 8 November 2016 Author, Continental AG 13

14 Disclaimer This presentation has been prepared by Continental Aktiengesellschaft solely in connection with the Capital Markets Day (CMD) on, 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. 14