Citi Car of the Future Symposium

Timothy J. YerdonMay 19, 2016

Citi Car of the Future Symposium

Visteon at a Glance

MANUFACTURING LOCATIONS22

11,000 EMPLOYEES

18 COUNTRIES

TECHNICAL CENTERS17

$3.25B 2015 ANNUAL SALES

As of April 2016

Leading Portfolio and Expertise, Global Footprint, Strong Balance Sheet Leading Portfolio and Expertise, Global Footprint, Strong Balance Sheet

COMPANY HEADQUARTERSVan Buren Township,

Michigan, United States

Our Vision:A top-three cockpit electronics player delivering a rich, connected cockpit experience for every car from luxury to entry.

Our Mission:To be the foremost leader in driver information and connected infotainment solutions that enables a rich driving experience in a safe and convenient manner. We will achieve this through relentless pursuit of excellence in electronics and software technology as well as global execution.

Visteon Sales Balanced Around the GlobeVisteon Sales Balanced Around the Globe

2%3%

20%

24%

51%

Global IndustryProduction

Q1 2016 Sales Breakdown

22.9 million units

Asia

Europe

N. America

S. America

Source: IHS Automotive.

Global ProductionGlobal Production Visteon Electronics Q1 2016 Sales BreakdownVisteon Electronics Q1 2016 Sales Breakdown

Asia38%

Europe32%

North America

29%

South America

1% Mazda18%

Nissan8%

Honda 4%Mitsubishi

2%Other Asia

6%Renault

7%JLR5%

PSA3%

Daimler3%

BMW 4%VW 2%

Ford30%

GM8%

• Sales breakdown based on Visteon manufacturing facility region

• Sales breakdown based on OEM headquarter region

$793 Million in Sales

• Sales breakdown based on product

Sales byMfg. Region

Sales byCustomer

Sales byProduct

Instrument Clusters

37%

Information Displays

20%

Infotainment12%

AudioSystems

10%

Telematic Solutions

7%

HUD3%

Other11%

+1.4%

+2.2%

+5.2%

(26.9%)

Q1 2016 Volume

Y/Y Growth

+1.3% Y/Y Increase

+0.6%Other

InstrumentClusters

Head-Up DisplaysTelematics

Cockpit Domain Controllers

InformationDisplays

AudioInfotainment

Singularly Focused on Cockpit Electronics

One of the Largest Cockpit Electronics Suppliers –and the Only One Focused on Electronics

One of the Largest Cockpit Electronics Suppliers –and the Only One Focused on Electronics

Key Trends Impacting Auto Electronics

Three Key Trends Expected to Drive Significant Changes in the Automotive IndustryThree Key Trends Expected to Drive Significant Changes in the Automotive Industry

75% of new cars connected by 2020

Embedded 3G/4G connectivity Wider acceptance of CarPlay

& Android Auto solutions Demand for connected

infotainment solutions

Near-TermNear-Term Mid-TermMid-Term Long-TermLong-Term

100% of new cars connected 4G/5G embedded connectivity Vehicle as mobile application

platform Increased number & quality of

displays Increased number of 3rd party

apps

Seamless connectivity between Car & Cloud

Integrated traffic & vehicle management solutions

Integration with autonomous driving technology

2015-2020 2020-2025 2025-2030

Sensor-specific solutions for ADAS

RADAR/Camera technologies Emerging low-cost LIDAR

sensors V2X technology maturation

Semi-autonomous driving on highways & clearly marked roads

Multi-sensor fusion & computing software platforms

5-10% of new cars capable of semi-autonomous driving

Full autonomous driving technology available

10-20% of new cars capable of autonomous driving

Emerging car sharing & ride sharing services

Car & ride sharing become prevalent

Sharing model starts to impact global vehicle sales

Shared vehicles start to replace owned vehicles

20% of vehicles use shared model

Connected Car

Autonomous Driving

Shared Mobility

2020 Cockpit Electronics Total Market Value

Domain ControllerIntegration

Instrument Clusters$7.5B


Telematics and Connectivity

$1.4 B


$1.4 B

Audio and Infotainment

$17.8 B


$17.8 B

Information Displays$2.6 B


Head-UpDisplays$0.4 B





$4.3 B


$4.3 B


$20.0 B


$20.0 B





2015 2020

Strong Global Growth for Automotive Cockpit ElectronicsStrong Global Growth for Automotive Cockpit Electronics

* Source: iHS, Strategy Analytics and Visteon 2016

Future Connected and Automated Cockpits

Key Enablers for Desired User Experience Connectivity to other vehicles and

infrastructure (V2X) Real-time monitoring of driver for

awareness and HMI Constant connectivity to the cloud Content on the surrounding environment Updated human-machine interface

Electronic Content Required V2X Module Cockpit Vision Processing Secure and Connected

Wireless Gateway Hubs Combiner HUD, Windshield

HUD, Augmented Reality HUD Input (Gesture, Vision, Time of

Flight, Touchpad) Output (Visual Displays

Technologies) Domain Controllers

(Infotainment, HUD, Instrument Cluster)

Instrument Clusters

Strengths Visteon is #3 in the market Strong presence in all segments,

including motorcycles Wide range of display technologies and

graphics capabilities

Trends Features for automated driving around

driver awareness and ADAS Simplified user interface with contextual

information Secure Over-the-Air (OTA) software

updates

Head-Up Displays

Strengths First to market with combiner HUD in

2009 Reusable picture generating unit (PGU)

/ kinematics modules Augmented reality optical solutions

Trends Combiner will be 45% of HUD market

in 2020 Full-color, large image size and high-

resolution Introduction of augmented reality

features

Information Displays

Strengths Visteon is #1 in the market Designed for high-speed interface

among display, touch sensor and vehicle network

Thin-profile optically bonded flat/curved lens with multi-touch

Trends 20M+ units with optical bonding and

advanced user interfaces by 2020 Curved displays, gesture and haptic

feedback Sleek design, craftsmanship and touch

capability will be keys to consumer appeal

Infotainment

Strengths System architecture engineered to

adapt to new consumer electronics features and technology

Deliver connected automotive HMI expertise through a multi-modal interface

Layered end-to-end security

Trends Over-the-Air (OTA) upgrade of all

software Smartphone integration with CarPlay,

Android Auto and Baidu CarLife Integration of ADAS and instrument

cluster

Connected Audio

Strengths Recognized for quality, speed and

flexibility Superior reception performance Open architectures

Trends Increasing connectivity – smartphone

integration with CarPlay, Android Auto and Baidu CarLife

Multi-modal interfaces Layered security

Connectivity and Telematics

Strengths Offer a scalable, secure gateway

architecture Support regional telematics service

providers Understand how to connect the cockpit

electronics ecosystem

Trends Integrate telematics, V2X and external

Wi-Fi Multi-access layers (users, dealers,

OEMs, third party) with different privileges

Wi-Fi offloading

SmartCoreTM

Strengths Industry-first automotive grade cockpit

domain controller solution In-house development of hypervisor

technology Opportunity to save $175* in total cost

of ownership per vehicle for mid-range cockpit ECUs

Value Proposition Platform for next-generation

instrument clusters and infotainment systems

Integrates traditional driver information, infotainment, ADAS and connectivity with seamless human machine interaction

* Source: Roland Berger Consolidation in Vehicle Electronic Architectures, July 2015.

1. Infotainment2. Instrument Cluster3. Head-Up Display (HUD)4. Advanced Driver Assistance

Systems (ADAS)

Four Separate Domains

1 23 4

Auto China 2016 – Beijing

Driving Growth in China – 40 Vehicle Manufacturers, 780 OEM CustomersDriving Growth in China – 40 Vehicle Manufacturers, 780 OEM Customers

Bulgaria Software Expansion

Growing to 850 Employees in 2016 – Meeting the Demand for Increasing Software ContentGrowing to 850 Employees in 2016 – Meeting the Demand for Increasing Software Content

Our Road to the Future

• Audio• Head-Up Displays• Information Displays• Infotainment• Instrument Clusters• Telematics

• Cockpit DomainControllers (SmartCoreTM)

• Next Generation Safety Applications (e.g. V2X / V2V)

• Vehicle Cyber Security

• Drive Margin Improvement• Achieve SG&A and

Engineering Efficiencies• Improve Free Cash Flow• Optimize Capital Structure

Strengthenthe Core

Move Selectively to Adjacent Products

Deliver CostEfficiencies

www.visteon.com

Visteon Q1 2016 China Domestic Sales

6.1 6.3 $63

$71

Q1 2015 Q1 2016 Q1 2015 Q1 2016

Q1 2016 China Production Volumes vs. Visteon China Domestic SalesQ1 2016 China Production Volumes vs. Visteon China Domestic Sales

Visteon China Domestic

Sales

China Production Volumes (1)

Visteon’s China Domestic Sales Increased 13%, Outpacing Industry Volume Growth of 4% -Excluding Currency, Visteon’s Volume and New Business Growth Net of Pricing was 17%

Visteon’s China Domestic Sales Increased 13%, Outpacing Industry Volume Growth of 4% -Excluding Currency, Visteon’s Volume and New Business Growth Net of Pricing was 17%

Visteon China Domestic Sales Visteon China domestic sales increased by

13% Y/Y, outpacing the increase in China light vehicle production volumes of 4%– Excluding currency, sales increased 17%

The impact of incremental new business outpaced unfavorable currency and pricing productivity

Visteon China Export Sales (Not Shown on Slide) Visteon China export sales totaled $100 million

in Q1 2016 – Export sales increased by 6% Y/Y (2)

(1) Source: IHS Automotive, April 2016 Forecast. Represents Greater China light vehicle production. (2) 6% increase excludes the impact of intra-company impacts, including transfer pricing.

(Dollars and Production Volumes in Millions)

Visteon Q1 Sales Growth – Global and China

(Dollars and Production Volumes in Millions)

22.6

22.9

$781

$793

Q1 2015 Q1 2016 Q1 2015 Q1 2016

Global ElectronicsGlobal Electronics

Visteon Electronics

Sales

Global Production

Volumes

Visteon Q1 Electronics Sales up 1.5% Y/Y Compared to 1.3% Global Vehicle Production Growth; China Domestic Sales Up 13% vs. 4% China Vehicle Production Growth

Visteon Q1 Electronics Sales up 1.5% Y/Y Compared to 1.3% Global Vehicle Production Growth; China Domestic Sales Up 13% vs. 4% China Vehicle Production Growth

ChinaChina

6.1 6.3 $63

$71

Q1 2015 Q1 2016 Q1 2015 Q1 2016

Visteon China Domestic

Sales

China Production Volumes (1)

(1) Source: IHS Automotive, April 2016 Forecast. Represents Greater China light vehicle production.

Citi Car of the Future Symposium

Automotive

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