tecnologías para el vehículo autónomo y eléctrico - ficosa
TRANSCRIPT
2
Group HighlightsCompany Headquarters and
R&D center in Barcelona (Spain)
€ 1,15b sales 10,000 employees In 19 countries
Automotive Tier 1
Established in 1949 in Barcelona
Decades of experience supplying all major OEMs
Global company
6.5% of sales invested in R&D
Global partners with Panasonic
Sour
ce: F
Y-20
16 co
nsoli
dated
data
€ 36m
à
€ 195m € 593m
1949 – 1986Local player
1987 – 1995European market
1996 – 2001Global market
2002 – TodayGlobal organization
€ 1,15b
àà
3
Automotive industry is having … and it will have
The biggest transformation since last 50 years
Connected• To the cloud .. To the environment … To each other … Within vehicle• Personal devices integrated in infotainment systems• Partnerships with consumer electronics• Exponential growth on number of apps & services
• Many autonomous car features already available in ADAS• Driver assistance and connectivity coming together to enable higher level of
autonomous driving
• Cost, internet and social networks culture will booster car sharing initiatives.• New mobility services will change the car ownership attitude.• Optimization of vehicles and infrastructure.
• Urban emission regulations & need for zero emissions cars will increase• Growth rate will depend on segment. location and external factors
Autonomous
Shared mobility
Electrified
4
Cellular Technologies in AutomotiveConnected
From 27% vehicles equipped with embedded modem to 67% in 2023
75M cars / year shipped with integrated connectivity
Regulations: Automatic emergency call will boost growth of integrated connectivity platforms (ecall Europe, ERA GLONASS Rusia, …)
5
We do not know when & how much
… but it happens
Many level 3 features already available on upcoming new vehicle introductionsBiggest uncertainty on level 4 & level 5.
AV will drive a paradigm change in the ride sharing industry
Autonom
ylevel
Already announced Autonomous driving features by OEM
Autonomous
7
Autonomous driving capabilities will accelerate blurring the lines between today´s mobility business models and use cases
Shared mobility
8
Evolution of energy density & battery cost
Battery technology and lower complexity electrical vehicles technology (-70% parts) will provide space for Autonomous Vehicles features at constant sales Price.
25% electric cars on 2025
From a complex combustion engine to a complex “IT on wheels system”.
Electrified
10
From consumer
to auto
Connected
Autonomous
Shared mobility
Electrified
New interiors concept designs
Focus on infotainment
Growth of displays and new passenger interface technologies
Personal and auto devices integration
11
Company evolution
2000
2010
2012
2021Ficosa sets the innovation division to diversify its traditional business
Acquisition of the electronics manufacturing and engineering assets of Sony Spain
Successful development and production launch of latest technology generation electronics programs
2015Business alliance with
The car of the future
2013Pillars: Safety [Vision System], Efficiency and Connectivity
12
Facing the challenges of the new automotive industry
2010 2016Product portfolio Mirrors
ShiftersMirrors Shift by WireTelematicsBMSADAS
Commitment to R&D 3%/sales 6,7%/ sales
R&D capabilities 240 engineersMainly MEs
1120 engineers80% SW & EE
Innovation model 100% in house design Partnerships & “open innovation” approach
Capital structure Two founder families Alliance with Panasonic
Operations (vertical integration) Assembly, Injection, paint shops.
… SMT & clean rooms for sensors assy.
Safety / Vision
Efficiency
Connectivity
13
Vitality index
0%10%20%30%40%50%60%70%80%90%100%
2015 2016 2017 2018 2019 2020
New products
Production
65% of future sales driven by new projects and technologies not in production
From 1,1M Sales 2016 to 1,5M 2020