this is veoneer · oem, new customer radar order •second mono-vision order with the same major...

15
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC This is Veoneer Company Presentation Veoneer March 2019 March 2019 Veoneer Company Presentation 1

Upload: others

Post on 07-Apr-2020

3 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

This is

Veoneer Company Presentation

Veoneer

March 2019

March 2019 Veoneer Company Presentation1

Page 2: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC2

Our Purpose

Creating Trust in MobilityMarch 2019 Veoneer Company Presentation

Page 3: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

This is Veoneer

March 2019 Veoneer Company Presentation3

• The world’s largest pure-play company focused on Safety Electronics, Advanced Driving Assistance Systems (ADAS), Collaborative and Automated Driving (AD).

• Design, develop, manufacture and sell state-of-the-art sensors, control units, software and systems for active safety, autonomous driving, occupant protection and brakecontrol.

• Founded in 2018, built on close to 70 years of automotive safety development

• 8,600 employees in 13 countries

• Headquartered in Stockholm, Sweden

• Listed on the New York Stock Exchange and on the Nasdaq Stockholm

Page 4: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

Key Figures

March 2019 Veoneer Company Presentation4

2018

Consolidated Net Sales $2.2 Bn

Order IntakeLifetime Order Value*

$5.9 Bn

Active Safety Order IntakeLifetime Order Value*

$3.8 Bn

Gross Profit $430m

Operating Loss $(197)m

Gross Margin, % 19.3

EBITDA, %(Non US GAAP Measure)

(3.9)

*Order Intake $ value is defined as estimated average annual sales attributable to documented new business awarded based on estimated average annual product volumes, average annual sales price for such products, and exchange rates.Lifetime order value is defined as estimated total lifetime sales attributable to documented new business awarded based on estimated product volumes and pricing, and exchange rates.

Honda 21%

Daimler 17%

Ford 11%Hyundai/Kia 10%

GM 8%

RNM 7%

BMW 5%

FCA 5%

Other16%

Product groups Customers

Page 5: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

A Global Footprint

March 2019 Veoneer Company Presentation5

8,600 ASSOCIATES~4,700 in R,D&E

13 COUNTRIES10 MANUFACTURING SITES26 TECHNICAL CENTERS

1,100 ENGINEERS HIRED DURING 2018

~70% Software

Page 6: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLICMarch 2019 Veoneer Company Presentation6

Our Technology Showcase

Page 7: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLICMarch 2019 Veoneer Company Presentation7

More than 4 millionCamera Sensors Delivered

>33 millionRadar Sensors Delivered

~750 millionAirbag ECUs and Crash

Sensors Delivered

Delivered during the past decade, as Veoneer and as part of Autoliv

A Tech Company Delivering Automotive Grade

Page 8: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

Record Order Intake in 2018Estimated lifetime order value ~$5.9B

March 2019 Veoneer Company Presentation8

*Order Intake $ value is defined as estimated average annual sales attributable to documented new business awarded based on estimated average annual product volumes, average annual sales price for such products, and exchange rates.Lifetime order value is defined as estimated total lifetime sales attributable to documented new business awarded based on estimated product volumes and pricing, and exchange rates.

Page 9: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

• Significant LiDAR contract with a major Global OEM

• A standalone Feature Software order

• Second Level 4 ECU order from a major Global OEM

• Fourth customer with ADAS ECU order from a major Global OEM, new customer Radar order

• Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer

• First Driver Monitoring System order with a major Global OEM and 2nd DMS award

• First Level 3 System order in China with Radar, Camera, ADAS ECU, and Software

March 2019 Veoneer Company Presentation9

Active Safety Milestones in 2018In 2030, it is predicted that a vastmajority of all cars sold will includeadvanced driving assistance systems,while a fraction of the market will befully autonomous cars.

According to IHS

Page 10: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLICMarch 2019 Veoneer Company Presentation10

2019 Key Launches and Mid-Cycle Model Facelifts

A-Class Coupe/Sedan

Ford Explorer

Mercedes EQ C

Geely Emgrand GS

Honda Fit

Honda CRVF-Series Super Duty

Mercedes GLC

Mercedes GLS

including all major product areas

Geely

Mercedes GLB Hyundai Sonata

Honda BEV

Chinese OEM

Page 11: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLICMarch 2019 Veoneer Company Presentation11

High level and speed of innovation requires collaboration based on a joint problem definition and expertise.

Some of our partners:

• Zenuity (joint venture) for ADAS and AD systems software

• VNBS (joint venture) for Brake Systems

• Velodyne for LiDAR

• Seeing Machines for Driver Monitoring

• NVIDIA for computer platforms

• MIT AgeLab for HMI related research

Strategic Eco System Partnerships

Page 12: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

Close to 70 years of Experience with Many World Firsts(1)

1990 19952000

20052010

Restraint Controllerwith Integrated Rollover

Restraint Controllerwith IntegratedIMU

Adaptive RestraintController &Remote Sensors

CV-EnhancedFront Crash Sensing

Off-RoadProtection with

Belt Control

IntegratedRestraint

Brake ControlPedestrian DetectionSystem

Airbag ECUs

with Dwell Enhancement

2015

Night Vision Pedestrian Detection System

Short & Medium Range Radar

Night VisionSensor FusionFIR / NIR

4 Corner Radar and Pre-Triggering Passive

Safety

Long Range Radar(in alliance with Continental as the system supplier)

Autonomous Emergency BrakingRadar and Mono VisionA

ctiv

e Sa

fety

an

d B

raki

ngR

estr

aint

Con

trol

Syst

ems

Acceleratinginnovation pace

Night Vision Animal Detection System

(1) Including acquisitions

Learning Intelligent Vehicle

2017

ADAS ECU

12 March 2019 Veoneer Company Presentation

2018

ADAS ECU ‘Zeus’ meets L4

Autonomous Driving

Page 13: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

Our Associates are the Architects of Our Success

~8,600 Associates

~4,700 in R,D&E

Agile

Collaborative

International Teams

13 March 2019 Veoneer Company Presentation

1,100 Engineers

hired during 2018

~ 70% Software

Page 14: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC14

O U R P U R P O S ECreating Trust in Mobility

O U R C O R E S T R A T E G YDeliver Innovative Solutions You Can Trust

O U R C O R E P I L L A R SFlawless Delivery

Customer-Centric CollaborationHuman-Centric Innovation

O U R B E L I E F S :Burning Curiosity

Passion for Excellence Bold Honesty

Page 15: This is Veoneer · OEM, new customer Radar order •Second Mono-Vision order with the same major Global OEM, added our sixth Vision customer •First Driver Monitoring System order

© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC

Thank You!

March 2019 Veoneer Company Presentation15