mapping the road to autonomous driving - tomtom · 2019-12-18 · market value (€ billion) - all...
TRANSCRIPT
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Mapping the road to autonomous driving
Willem StrijboschHead of Autonomous Driving
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COMFORTSAFETY EFFICIENCY
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COMFORTEFFICIENC
Y
SAFET
Y
AUTONOMOUS
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DRIVING POLICY
SENSINGMAPPING ACTUATORS
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Driver controls all aspects of driving
Automated subsystems
Combined automated subsystems
Hands-off conditionally
Automatedon certain roads
Automated on all roads
© 2019 TomTom. All rights reserved. Confidential information. ADAS AD
ADAS Map ADAS Map ADAS / HD HD Map HD Map HD Map
LEVEL 0 LEVEL 1 LEVEL2 LEVEL 3 LEVEL 4 LEVEL 5
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The perception challenge for automated vehicles
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The localization challenge for automated vehicles
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The path planning challenge for automated vehicles
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Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service)
2025 20302020
0.1
0.1
0.3
0.3
0.8
0.3
5.0
3.0
0.5Government (asset
management)
Private vehicle automation
Shared vehicle automation (‘robotaxis’)
Source: IHS Markit, UBS, PWC, Frost & Sullivan, Kepler Cheuvreux, TomTom assumptions as of September 2019.
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Technology developments bringing new and improved features into the car and driving costs down for consumers
Source: IHS Markit, UBS, PWC, Frost & Sullivan, Kepler Cheuvreux, TomTom assumptions as of September 2019.
mill
ion
unit
s
0%
10%
20%
30%
40%
50%
-
20
40
60
80
100
120
2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
L0-1 L2-3 L4-5 Take rate ADAS Take rate HD
Vehicle volumes & ADAS and HD take rates
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▪ Automotive sales force
▪ Cumulative domain knowledge
▪ Global presence
▪ Independence
▪ AutoStream
▪ SD Map
▪ Real-time service capability (Live Map)
▪ Automotive system integration services
▪ Transactional map making
▪ Shortest cycle times
▪ Technology built up over the years (AI, computer vision)
Customer experience
Most complete
product portfolioLeading technology
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Navigable maps for automated driving are powering over
> 1 millionSAE L1 & L2 vehicles on the road today
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>60%MARKET SHARE IN AWARDED DEALS AS MEASURED BY TOTAL CAR VOLUME
ONLYGLOBAL MAPPING COMPANY THAT HAS FULL AUTONOMOUS STACK IN HOUSE FOR TESTING AND DEMONSTRATION
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>60%MARKET SHARE IN AWARDED DEALS AS MEASURED BY TOTAL CAR VOLUME
ONLYGLOBAL MAPPING COMPANY THAT HAS FULL AUTONOMOUS STACK IN HOUSE FOR TESTING AND DEMONSTRATION
4 FIRSTTO COVER HIGHWAYS IN EUROPE, US, JAPAN, SOUTH KOREA
OUT OF THE GLOBAL TOP 5 OEMS ARE WORKING WITH TOMTOM HD MAP
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This document contains certain forward-looking statements with respect to the financial position and results of TomTom’s activities. We have based these forward-looking statements on our current expectations and projections about future events, including numerous assumptions regarding our present and future business strategies, operations and the environment in which we will operate in the future. These forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those expressed in the forward-looking statements, and you should not place undue reliance on them. Many of these risks and uncertainties relate to factors that are beyond TomTom’s ability to control or estimate precisely, such as levels of customer spending in major economies, changes in consumer preferences, the performance of the financial markets, the levels of marketing and promotionalexpenditures by TomTom and its competitors, costs of raw materials, employee costs, exchange-rate and interest-rate fluctuations, changes in tax rates, changes in law, acquisitions or disposals, the rate of technological changes, political developments in countries where TomTom operates and the risk of a downturn in the market. Statements regarding market share, including TomTom's competitive position, contained in this document are based on outside sources such as specialized research institutes, industry and dealer panels in combination with management estimates.
The forward-looking statements contained herein speak only as of the date they are made. We do not assume any obligation to update any public information or forward-looking statement in this document to reflect events or circumstances after the date of this document, except as may be required by applicable laws.
You will be solely responsible for your own assessment of the market and the market position of TomTom and you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of TomTom’s business. This document does not constitute or form part of, and should not be constructed as, an offer or invitation to subscribe for or purchase any TomTom securities.
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Thank you