dbaccess IAA Cars 2015 Conference Jeff Owens

Transcription

1 September 15, 2015 dbaccess IAA Cars 2015 Conference Jeff Owens Executive Vice President and Chief Technology Officer

2 Forward-looking statements This presentation, as well as other statements made by Delphi Automotive PLC (the Company ), contain forward-looking statements that reflect, when made, the Company s current views with respect to current events, certain investments and acquisitions and financial performance. Such forward-looking statements are subject to many risks, uncertainties and factors relating to the Company s operations and business environment, which may cause the actual results of the Company to be materially different from any future results. All statements that address future operating, financial or business performance or the Company s strategies or expectations are forward-looking statements. Factors that could cause actual results to differ materially from these forward-looking statements are discussed under the captions Risk Factors and Management s Discussion and Analysis of Financial Condition and Results of Operations in the Company s filings with the Securities and Exchange Commission. New risks and uncertainties arise from time to time, and it is impossible for us to predict these events or how they may affect the Company. It should be remembered that the price of the ordinary shares and any income from them can go down as well as up. The Company disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events and/or otherwise, except as may be required by law. 2

3 Delphi at a glance 2014 revenue $17.0B Portfolio focused on relevant megatrends 2014 operating margin ~12% Safe 2014 cash returned Engineers and scientists ~$1.3B 20,000 Green IPO through 2014 TSR ~250% Connected Business model that delivers value 3 Note: Total shareholder return (TSR) is defined as capital gains plus dividends

4 Why we re the leader in technology Strategic partnerships Strategic partnerships with over 30 leading technology companies Relationships provide accessibility to various software and applications Delphi Technology Advisory Council to promote intuitive innovation Global resource Mature global footprint with significant presence in best cost countries 5,000+ engineers dedicated to software, system and calibration development Engineering development centers strategically located: Silicon Valley Innovative solutions Fast to market with advanced technology and flawless execution Regulatory compliant technologies meet customer requirements Software and vehicle integration expertise Global capability drives competitive advantage 4

5 Technology connecting our future Integrated Cockpit Creates an integrated in-vehicle experience that is safe, seamless and easy to use Eye Gaze Control Reduces driver distraction and fuses with voice control Clear Voice Next generation natural voice recognition technology; extremely accurate and frustration free Hands Free Gesture Alternative technology to touch screen systems Smart Device Connectivity Latest implementation of Apple CarPlay and Android Auto Recreating the in-vehicle experience 5

6 Multi-Domain maximizes computing power Multi-Domain Centralized vehicle intelligence + Scalable software platform + Reduced architecture complexity + Faster communication + Capacity to future proof Radar Camera Airbag Crash Sensor Detection System First launch in 2016 Multi-Domain Enables future system complexity 6

7 Increasing electrical architecture content Cable Management Systems Cable/Wiring Connectors Enables Digital Data content growth 2.5 miles 350 Up to 1.5 gigabit/sec Electrification Up to 600 V miles megabit/sec 12 V +67% increase +25% connectors Requires architecture content +2,200% increase +50x voltage Electrical architecture is the foundation for vehicle content growth 7

8 Technology safely driving our future Multi-Domain Centralized computing platform Short Range Radars Fused 360 degree radar function Delphi Integrated Forward Vision Camera Utilizing Mobileye EyeQ3 technology V2X - DSRC Communications link between other vehicles and infrastructure Electronically Scanning Radars Long range sensing functions, such as adaptive cruise control and cross traffic detection Lidars High resolution free-space detection and object classification Strategically aligned to aide in automated driving 8

9 Stages of automated driving Level 0 No automation Driver is in complete control of vehicle Classification of automation Level 1 Function-specific Automation Automation of one or more control functions Level 2 Combined function Automation Automation of two or more control functions Level 3 Limited Self-Driving Automation Driver able to cede full control of all safetycritical functions under certain conditions Level 4 Full Self-Driving Automation Driver able to cede full control of all safetycritical functions for an entire trip ~$700 million of automated driving revenue in

10 Delphi benefiting from all levels of autonomy Level 0 No automation Driver is in complete control of vehicle Classification of automation Level 1 Function-specific Automation Automation of one or more control functions Level 2 Combined function Automation Automation of two or more control functions Level 3 Limited Self-Driving Automation Driver able to cede full control of all safetycritical functions under certain conditions Level 4 Full Self-Driving Automation Driver able to cede full control of all safetycritical functions for an entire trip ~$700 million of automated driving revenue in

11 strengthens Delphi s portfolio Steps to automated driving Delphi capability Ottomatika capability Sense Forward looking radar Forward looking camera Side / 360 radar 360 Lidar Think Act Object detection / tracking Threat assessment Throttle control Brake control Path planning Highway and urban logic Object behavior prediction Rules of the road In-traffic social behavior Localization and mapping Steering control Torque control Transmission control Positions Delphi to be the leader in automated driving 11

12 Increasing content per vehicle Powertrain actuation +$50 CPV Additional architecture +$90 CPV Vision sensors +$150-$200 CPV Embedded controls +$200 CPV Radar sensors +$600 CPV Lidar sensors +$1,200 CPV +$2,000 - $2,500 CPV when moving to a fully autonomous vehicle 12 Note: assumes six lidar sensors, five radar sensors and two vision sensors

13 Why we re the leader in technology Strategic partnerships Strategic partnerships with over 30 leading technology companies Relationships provide accessibility to various software and applications Delphi Technology Advisory Council to promote intuitive innovation Global resource Mature global footprint with significant presence in best cost countries 5,000+ engineers dedicated to software, system and calibration development Engineering development centers strategically located: Silicon Valley Innovative solutions Fast to market with advanced technology and flawless execution Regulatory compliant technologies meet customer requirements Software and vehicle integration expertise Global capability drives competitive advantage 13

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