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Automotive Future: Electrified and AutonomousThe Transition of an Industry

EDSGN 100: Introduction to Engineering DesignFall 2017

Delphi is a high-technology company that integrates safer, greener and more connected solutions for the automotive and commercial sectors.

Making safe possible

We envision a society with zero road fatalities, zero injuries and zero accidents.

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Making green possible

We envision a world with 50% less emissions.

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Making connected possible

• Delphi is pioneering advancements in intelligent vehicle technology to deliver a seamlessly informed, personalized and safer driving experience.

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A globally diverse and growing business

Figures from Delphi 2015 Annual Report6

Supplying the top vehicle models globallyUS – 18 of top 20

Europe – 19 of top 20China – 18 of top 20

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Providing integrated solutions

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Systems integration of gasoline and diesel engine management systems

incl. electronics & electrification that help optimize performance, emissions and fuel economy.

Aftermarket parts, tools, training and services.

A wide range of electronic and safety equipment and software in the areas

of controls, security, infotainment, communications and safety systems.

Electronics & Safety PowertrainElectrical/Electronic Architecture

Complete electrical and electronic architectures for customer-specific needs that help reduce production

cost, weight and mass, and improve reliability and ease of assembly.

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Two well-balanced portfolios

… serving attractive growth markets

PSA

Aftermarket

PowertrainProducts

N. America

Europe

Asia

ElectricalArchitecture

Engineered Components

Cockpit Controllers,Displays & Connectivity

Software, Security& Services

N. America

Europe

AsiaE/EA

and

E&S

Powertrain

REGIONSPRODUCTS

REGIONSPRODUCTS

(FY16 sales1)

(FY16 sales)

$100B+Addressable

Market2

$55B+Addressable

Market2

Electronics &Electrification

1 FY16 revenue is pro forma excluding the results of Mechatronics; see appendix for details2 Company estimates based on industry reports

$4.5B

$12.0B

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Globally PositionedTechnical Centers

• 6 major technical centers to support global programs

• Over 8,000 scientists, engineers & technicians worldwide

• 11 test labs

• Capabilities: Design Testing Prototyping Tooling

Engineering footprint

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North America

Europe

Asia Pacific

South America

Warren, Ohio – TC, TL Southeast MI

JuarezSaltillo – TC, TL

Jambeiro – TC, TL

Nuremberg – TL Wuppertal – TC, TL

Epernon – TL

Krakow – TC, TL

Tokyo

Seoul

Anting – TC, TL

Chennai

Nantong – TL

Namyang – TL

Cochin – TL

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Responsive to the needs of customersManufacturing Footprint

911

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35

12

18 16

620

2122

1710

415

1923

2

7

14

1

2524

26

8

56

7

32

1

Jelesnia

Senica

SamaraSurgutChapaevsk

NeumarktNurembergWuppertal

GrosspetersdorfMattighofen

SzombathelyTatabanya

Epernon

Torino

Brookhaven, MSCranston, RIProvidence, RIVienna, OHWarren, OH

SaltilloRamos ArizpeDurangoFresnilloGuadalupe, NLGuadalupe, ZAJuarezLinaresLos MochisMeoquiNuevo LaredoParralTijuanaVictoria

IneuMoldova NouaSannicolau Mare

BursaIzmir

ChennaiCochinDharuheraPune

Kuala Terengganu

Pamplona

Castelo Branco

TangierKenitra

Conceicao dos OurosEspírito Santo do PinhalJambeiroParaisopolis

San Pedro Sula

NamyangPyeongtaek City

Jakarta

AntingBaichengChangchunChengduChongqingGuangzhouNantongShenyangTianjinWuhanYantaiYijiangZhuhai

15

1610

4

3

15

13

12

6

511 9

88

7

1 2

13

16

1315

14

115

4

26

3

8

71

12 19

10

21

17

16

20

22

9

18

10

Europe

NorthAmerica

South America

Asia Pacific

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Our Customers

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Delphi’s Evolution

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Culture and Priorities

At Delphi, we are dreamers who do. Our ideas inspire change. Our actions produce change. We collaborate, innovate, and execute with excellence, working hard to deliver a better drive, today. And a better future, tomorrow.

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http://p01.na.delphiauto.net/01/Apollo/Pages/Delphis-Bright-Minds.aspx

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We are witnessing the dawn of two Disruptive Technologies

1. Electric Vehicles

2. Autonomous Driving Vehicles

Automotive IndustryDisruptive Technologies At Work

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Disruptive TechnologiesHappening Simultaneously

“The Two Biggest Revolutions in Transport are Electrification and Autonomy

These are the two biggest innovations sincethe moving production line…and they are both

happening at about the same time”…Elon Musk* (Tesla)

*Source: BBC News interview 1.13.16

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Electric VehiclesThe Game Changers

Chevy Volt Nissan Leaf

Tesla Model SChevy Bolt

Plug-In Extended Range EV53 miles per charge

Then ~250 miles on gas~$35,000

Battery Electric Vehicle150 miles per charge (on 2018 model)

~$30,000

Battery Electric Vehicle200-300 miles per charge

$71,000 to $105,000 Battery Electric Vehicle238 miles per charge

~$30,000

ElonMusk

“All transport with the exception ofrockets will be fully electric”…Elon Musk*

Tesla Model 3Battery Electric Vehicle220 miles per charge

~$35,000

*Source: BBC News interview 1.13.16

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Electric VehiclesWhat about the dropping price at the pump?

Shale Oil in USA plus OPEC ‘pumping’ causing over-supplyWill low fuel prices at the pump hurt EV Sales?

Shale Oil/Gas Fracking

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Electric Vehicle MarketMay have moved beyond the question of oil prices

What’s that got to do with air quality in China?….or anywhere else in the world for that matter

Cheap Oil?

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Compelling Reasons for Owning an EVPick the one that appeals to you!

Air Pollution

Green & Clean

Greenhouse Gases

Climate Change

Say Goodbye to GasolineSave Money

Reduce Oil Consumption

or Just to be Cool!!

Hybrid and Electric VehiclesCurrent Growth Projections

10X

X

4X

20X

Global Electrification Market Upward Shift

2X

*Source: IHS July 2017

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Electric VehiclesSlow Growth Up to Now

“Change is really slow…….until it isn’t!”

Peter SheahanChange Labs CEO

Business ConsultantAuthor of “Fl!p”, “Generation Y” ,etc.

Sheahan warns against the “gravity of success,” which keeps the mind from seeking new opportunities because it becomes too trusting in the familiar success path. This trend is easy to fall into, because “change is really slow until it isn’t,” he said, explaining that when a market comes together, the tipping point hits a perfect storm, and a new product becomes a hit.

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Electric Vehicle AdoptionThe Perfect Storm? Maybe

And then came a Singular Event onMarch 31, 2016

Automotive board rooms all over the world took

notice

*Source: McKinsey January 2017

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~80% drop in 6 yearsTesla claims < $190/kWh

GM claims $145/kWh

Battery PackCosts

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And then came March 31, 2016Historically important moment for EVs

Unveiling of Model 3

115,000 Pre-orders prior to unveiling

Nearly 450,000 pre-orders now

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Hybrid & Electric VehiclesElectrification Architectures

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Hybrid & Electric Vehicle Architectures Drives Portfolio Opportunities

Architecture Key Considerations:• High voltages & high currents (lethal)• EMC protection (shielding of cables and connections)• Integration/compatibility with all systems & sub-systems• Reliability through life of the vehicle

Everything changes…but it’s all additive

Electrification and Autonomy Convergence Significant Impact to vehicle electrical content

Electrification & autonomy convergence = 4X content & revenue potential

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Electrification

Autonomy

ElectrifiedAutonomous

Vehicles

Autonomous EV

Autonomous PHEV

2X Revenue/Vehicle Potential

1X Revenue/Vehicle Potential

* 4X Revenue per vehicle potential as compared to a traditional ICE vehicle

Base Vehicle$1X

Electrified$2X

Autonomous$1X $4X*

Converged+ + =

Power, Signal, & Data Increases

Architecture ConvergenceAutonomous Driving Content Growth

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Base LineEV

Content

AutonomousContent

Base Electric Vehicle

Autonomous ConvergenceRequires Smart Vehicle Architectures

FEATURES ANDCONTENT High Speed Sensing and NetworkingSoftware Enabled Vehicle Features

Smart vehicle architectureMobility computing platforms FOUNDATION

Power and SignalDistribution

OTA and Vehicle Connectivity SensingActive Safety &

Autonomous Systems Data and Services Infotainment &User Experience PLATFORMS

BRAIN NERVOUS SYSTEMSYSTEMS

INTEGRATION

INTERNET OF THINGS

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Megatrends driving computing power requirements2015 2020 20252010

Full cloud connectivity

Safety eco-system

Smartphoneintegration

Assisted automation

Conditionalautomation

Fully autonomous

Internet of things

Increasingpersonalization

Convergence of megatrends driving demand for increased computing power

Increasing levels of EfficiencyImprovements incomputing power enabling multiple

macro trends

2015First coast-to-coast autonomous drive

Autonomous MobilityIt’s not as far away as you might think…look what has already been done

V2PVehicle to pedestrian

V2IVehicle to infrastructure

V2VVehicle to vehicle

V2Cloud

By integrating vehicle-to-everything (V2E™) technology, the car not only drives itself, but it communicates with the world around it.

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We’re crossing the street

Thanks for the warning we’ll

prepare to stop to let you cross

safely

I’m green for the next 5 seconds

I’m slowing down

preparing to stop

We’ve got to go through the intersection in 10 seconds

Okay! We’ll stop at the green light to let

you go through safely

Autonomous MobilityEnabling technology is advancing rapidly

Electrification & Autonomous MobilityKey Takeaways

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Vehicle Electrification is posed for rapid growth and mass adoption

High power portfolio products are technically challenging and high value

Vehicle Electrification and Autonomous Mobility are converging rapidly

High-voltage electrical interfaces (contacts) are critical to function, reliability, & safety

Autonomous Mobility drives complex engineering challenges and solutions

Both trends offer subject-rich environment for members of the engineering community