F u t u r e o f A u t o m o t i ve E E t e c h n o l o g y – A l l i a n c e v i s i o n

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E R T S 2 0 1 8 - R e n a u l t k e y n o t eA . C o r j o n - E E & S E n g i n e e r i n g A l l i a n c e G l o b a l V P

Jan. 2018

1. ALLIANCE’S PERSPECTIVE ONAUTOMOTIVE INDUSTRY CHANGES

1

Jan. 2018

2

KEY DRIVERS FOR THE FUTURE OF AUTOMOTIVE INDUSTRY

GLOBAL MARKET TREND - FUTURE

M A R K E T W I L L E X PA N D D R A M AT I C A L LY

Autonomous Drive

Connected Car

Electric Vehicle

2016 2030

15%

100%

25%

0 - 1%

30%

1%

CONNECTED CAR & MOBILITY SERVICES

Source: BI Intelligence, Gartner

0

50

100

150

200

250

300

2015 2016 2017 2018 2019 2020

Mn

No. of Connected Cars on the road

> 90% OF NEW CARS WILL BE CONNECTED BY 2025

SAFETY AND CONVENIENCE ARE KEY EXPECTATIONS FROM DRIVERS

URBANIZATION REQUIRES NEW MOBILITY SOLUTIONS

Connected Car is a must, growing with increasing speed

AUTONOMOUS DRIVE

0

20

40

60

80

100

1995 2000 2005 2010 2015

Casualties

✓ driving pleasure

Manual DriveIncreasing benefits of AD

✓ Safety

✓ Mind-off experience

New lifestyle on board, Robot-vehicle …

AUTONOMOUS DRIVE

Conviviality Individual comfort Anticipated needs Easy functions

AUTONOMOUS DRIVE

Save time Have some rest Entertain

Enrich one’s trip Deal with things

DIGITAL PRODUCTS AND SOFTWARE

Automotive Software

continuously growing

in size, complexity and value

Strategic asset for OEM

(NXP Vision)

x6 in 2025 :

600 Mlines of code per car

By 2020

50% of a car value

coming from digital products

( ← today)

ELECTRIC & ELECTRONIC ARCHITECTURE

Co

mp

lexity

& N

o. o

f fu

nctio

ns

Centralized

ICT architecture

Cloud-/swarm-

oriented ICT

architecture

Introduction of

CAN as standard

bus (1987) New EE architecture

for connected and

autonomous vehicles

DEVELOPMENT PROCESS

01

02

07

06

05 03

04

CONNECTED SERVICES

Vehicle Serial life( 7 years … )

Vehicledevelopment

( 3 years … )

Services layer development : days weeks

Development standard & process adaptation

Connection layer development : 1 month 1 year

BUSINESS MODEL & REVENUE OPPORTUNITY

0

1000

2000

3000

4000

5000

6000

7000

8000

Today 2030

Connected car

new Business Model

Source McKinsey High disruption scenario (b$)

0

5

10

15

20

2017 2019 2021

US China

From Product based

industry

to Mobility service

provider

Source Statista GmbH forecast (b$)

On a fast evolving

market

Recurring

revenuesEntertainment, Data,

Mobility services …

( +30% /year)

Vehicle sales

+ After-market( +2% /year)

Connected

car revenue

INDUSTRY AND BUSINESS PLAYERS

OEMs are now competing

in a complex market landscape

Suppliers

OEMs Internet

companies

Device

manufacturers

OperatorsIT/Infrastr.

providers

IT service

providers

Specific service

Traditional players

New players

Business as

usual

Power to

techonology

suppliers

Fleet business

2.0

OEMs

become Tier

1

Cu

sto

mer

rela

tio

nsh

ip

Ownership of key

technologiesTraditional OEMs

& suppliers

New tech.

players

Tra

ditio

nal

OE

Ms

New

Mob

ility

pla

yers

End game scenarios :

Winners and losers will emerge

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2. HOW RENAULT NISSAN MITSUBISHIADDRESSES NEW CHALLENGES

Jan. 2018

ALLIANCE ANSWER on CONNECTED SERVICES

Over 90% connectivity

by 2022

e.g. Remote vehicle settings

e.g. Vehicle health monitoring

e.g. PHYD insurance

e.g. Cloud car sharing

e.g. WiFi hotspot in the car

e.g. Smart navigation

e.g. eCall

01

02

07

06

05 03

04

CONNECTEDASSISTANCE

BETTERROUTES

ENJOYABLEJOURNEY

NEW WAYSTO TRAVEL

SAFETY &SECURITY

CAR LIFEMANAGEMENT

CAR REMOTECONTROL

DIGITAL EXPERIENCE

REGULAR OVER THE AIR UPDATES

Features for customer

CREATING VALUE with CONNECTED SERVICES

03 SAVINGS

01 USER CENTRIC

02 BUSINESS

AUTONOMOUS DRIVING : TECHNOLOGY SCALABILITY

SENSING COGNITION DECISION ACTUATION

PLATFORM PERFORMANCE

EE ARCHITECTURE, ECU SENSORS NAVIGATION & V2XACTUATOR & REDUNDANCY

STEERING

BRAKING

ELECTRIC

POWER

ALLIANCE ANSWER on AUTONOMOUS DRIVE

40 vehicle models by 2022

AD MAIN CHALLENGES: POWERFUL PROCESSING

System on Chip mixed architecture will be the best compromise

System

On Chip

ComputationPower

EnergyEfficiency

Programmability

& Portability

GPUMulticore

CPU Hard-WiredAccelerators

DSP I/O Controller

s

Down to 7nm siliconUp to 2GHz, 200kDMIPS, 30TOPS

Keep <30W passive cooling

Automotive Grade :ISO26262 Safety

SAE J3061 SecurityAEC Q100 Qualified

Sequential multi-tasking

Signal Processing

Computer Vision

NeuralNetwork

High bandwidthI/Os

by 2022 by 2022

at ECU level

Cost efficient

LIFE ON BOARD

• Virtual Personal Assistant

Integrated cockpit

for the best user experience• Posture adaptation

• Simple and safe HMI for driver

EE ARCHITECTURE

Towards a Disruptive EE Architecture

Very aggressive

Alliance roadmap

with necessary

transformation

of EE architecture

EE ARCHITECTURE MAIN CHALLENGES:

Multi-application

centralized

computing Unit

Modular HW and SW

architecture to scale

with applications needs

Localized Data

concentration

High Performance

Automotive

Ethernet

EE&S PLATFORM

… for user &

stakeholdersFeatures

Product lines of SW & EE generations

Extended vehicle … … for holistic user experience

Off-board modules

& Data center

Software,

Electric &

Electronics

platform

Physical

platform

… Organization breakthroughAlliance Software Center

Software development … Open source

Industry standard protocols

(Autosar, Genivi … )

Common Alliance platforms

Close ties with Tier2

Chennai

Tokyo

Atsugi

Sunnyvale

Boulogne- Billancourt

Guyancourt Toulouse

Sophia-Antipolis

SOFTWARE

Taking back the lead in EE & Software development

Worldwide team (24/24 dev.)

3000 FTE Workforce & Specific skills

Regional focus

Renault SW Labs

WHAT WILL IT LOOK LIKE ?

Today :

World leading OEM

Tomorrow :

World leading player

of Intelligent

Transportation

System

Source: ETSI Eco-system

CONCLUSION : ALLIANCE AMBITION

32

Jan. 2018

3. D ISCUSSION