This is Veoneer...Belt Control Integrated Restraint Brake Control Pedestrian Detection System Airbag...

© 2018 Copyright Veoneer Inc. All Rights Reserved

This is

Veoneer General Presentation

Veoneer

July 2020

July 2020 Veoneer General Presentation1

© 2018 Copyright Veoneer Inc. All Rights Reserved2

Our Purpose

Creating Trust in MobilityJuly 2020 Veoneer General Presentation


“This conference is an opportunity for the world to embrace a new agenda to radically reduce the number of lives lost on our roads and re-think how we can provide access to safe, affordable, accessible and sustainable transport systems for all.”

Tedros Adhanom GhebreyesusWHO Director-General



The solution – adding prevention to protection



• “Pure Play” focus on:− Safety Electronics,

− Advanced Driving Assistance Systems (ADAS),

− Collaborative and Automated Driving (AD).

• Founded in 2018, spin-off from Autoliv

• Close to 70 years of automotive safety development

• 7,100 employees in 13 countries

• Headquartered in Stockholm, Sweden

• Listed on the NYSE and the Stockholm NASDAQ OMX

This is Veoneer



A Global Footprint


7,100 ASSOCIATES 13 COUNTRIES 10 MANUFACTURING SITES

The map shows our locations in 2020 (VNBS excluded)

27 TECHNICALCENTERS


Net Sales2019: $1,902 million


43%

37%

20%

Sales by Product

Brake Systems

Active SafetyRestraint

Control Systems

35%

32%

33%

Sales by Region

Europe

Americas

Asia23%

16%

11%10%

7%

6%

5%

4%

3%2% 13%

Sales by Customer

GM

HKMC

Honda

Daimler

Ford

RNM

Other

FCA

BMW

Volvo

COEMs


6.5 millionCamera Sensors Delivered

>38 millionRadar Sensors Delivered

~830 millionAirbag ECUs and Crash

Sensors Delivered

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

A Tech Company Delivering Automotive Grade



Our Technology Showcase

9

BRAKE SYSTEMS

DRIVER MONITORING SYSTEMS

VISION SYSTEM

RADAR

REAR CORNER RADAR

ROADSCAPE

ADAS ECU

RESTRAINT CONTROL SYSTEM

NIGHT VISION

V2X

SATELLITE CRASH SENSORS

LIDAR

FRONT CORNER RADAR

Active Safety

Autonomous Driving

Restraint Controls

Brake Systems

LIDAR

July 2020 Veoneer General Presentation


Collaborative Driving

2030:

• Few fully automated cars,

• A majority of cars with advanced driver support technologies installed.


will increase convenience and improve safety

In January 2020, Veoneer demonstrated a new driver support technology on public roads of Las Vegas.

The drivers pushed a button while driving, took theirhands off the steering wheel and let the car handle parts of the commute - still engaged and with eyes on the road.


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

11 July 2020 Veoneer General Presentation

2018

ADAS ECU ‘Zeus’ meets L4

Autonomous Driving


Automotive industry in its largest transformation ever

12

Collaborative Driving Mobility as a service Clean Engines



Increased complexity and a need for increased speed of innovations requires collaboration based on a joint problem definition and expertise.

• Some of our partners:− Velodyne for LiDAR− Seeing Machines for Driver Monitoring− MobilityXlab offers young companies with pioneering ideas the opportunity to

accelerate through the possibility to strategic partnership with us and five other global players within mobility and connectivity

− Member of AVCC – Autonomous Vehicle Computing Consortium


Strategic Eco System Partnerships


Total Addressable Market (TAM)

6,6 8,3 10,313,8

21,2

2,2

6,6

3,73,3

3,3

3,3

3,4

12,0 11,611,7

13,6

15,5

~$23 ~$24~$26

~$33

~$47

2018E 2019E 2020E 2022E 2025E

BCS

RCS

Active Safety Upside

Active Safety

TAM1 Evolution($ billions)

1 Includes Active Safety baseline, Active Safety upside potential, Restraint Control Systems (RCS), and Brake Control Systems (BCS)

// //

2019 to 2022 CAGR ~11%

2019 to 2025 CAGR ~12%


Estimation end of 2019


Active Safety Market

2018E 2019E 2020E 2022E 2025E

Active Safety Upside

Lidar

ADAS Ecu

Radar

Vision

1 Includes Active Safety baseline, Active Safety upside potential incudes Driver Monitoring, Positioning Systems, Vehicle to Vehicle and Vehicle to Infrastructure, Digital Mapping and Software

// //

Active Safety1 Evolution($ billions)

2019 to 2022 CAGR ~21%

2019 to 2025 CAGR ~21%

~7~9

~11

~16

~28




22 22 21 21 21 21 22

27 26 23 23 24 25 29

16 1615 15 15 15

16

13 1313 13 12 12

13

9 98 8 9 9

11

92 9186 85 87 90

97

0

10

20

30

40

50

60

70

80

90

100

2017 2018 2019 2020 2021 2022 2025

Market Growth Drivers

Global LVP1 EvolutionUnits in millions

Light Vehicle Production and Content per Vehicle

//

1 Light Vehicle Production (LVP) according to IHS as of January 16, 2020, Content per vehicle (CPV)

0

100

200

300

400

500

2017 2018 2019 2020 2021 2022 2022 2024 2025

Active Safety Market plus DMSRCS and BCS

~$50

~$175

~$300

~$100

CPV1 EvolutionUS $

2

2

2 Driver Monitoring Systems (DMS), Restraint Control Systems (RCS), Brake Control Systems (BCS)




• It takes up to four years to develop an order before it goes into production.


2019 key launches and mid-cycle faceliftsLet us proudly present…

Veoneer is particularly proudof its camera systems that are

a key contributor to AEB, Lane Keepingand Speed Assistance used in Mercedes,

5* rated by EuroNCAP in 2019.


EU Premium Brand (delay to Q3’20)•AVV ~90K•SV4, 77Ghz, ADASSW

EU Premium Brand•AVV ~370K•MVS/SVS, 77Ghz,

ADAS ecu

BYD - HC•AVV ~40K•MVS, 77Ghz

Japan based OEM (partial pull ahead from Q1’21)•AVV ~260K•24GHz

US based OEM (delay to Q1’21)•AVV ~135K•RCS, BCS

US based OEM (delay to Q1’21)•AVV ~260K•NiVi4, RCS

Japan based OEM (delay to Q1’21)•AVV ~50K•77Ghz, RCS

Japan based OEM (partial delay to Q1’21)•AVV ~230K•RCS

Polestar 2•AVV ~60K•MV4, 77Ghz, ADAS ecu, Z1S

Mercedes Benz – GLA / GLB•AVV ~190K•MVS, SVS, 77Ghz, ADAS ecu

2020 is an important Customer launch year


AVV - Average Vehicle Volume, CPV - Content per Vehicle Volume, Products – MVS (Mono Vision System), SVS (Stereo Vision System), MV4 (Gen4 Mono Vision), SV4 (Gen4 Stereo Vision), 77Ghz & 24Ghz Radar,NiVi4 (Gen4 Thermal Sensing Night Vision), ADAS ecu (Advanced Driver Assist System electronic control unit), ADAS SW (ADAS Software), DMS (Driver Monitoring System), Z1S (Zenuity Software), HDLM (HighDefinition Mapping), RCS (Restraint Control System), BCS (Brake Control System).

Q1’20 Q2’20 Q3’20 Q4’20

US based OEM (delay of 6 weeks)•AVV ~670K•RCS, DMS , BCS

VCC XC40 •AVV ~150K• MV4, 77Ghz, ADAS ecu, Z1S

Japan based OEM•AVV ~80K•24GHz

Japan based OEM (delay to Q4’20)•AVV ~60K•SVS, 77Ghz

US based OEM•AVV ~35K•NiVi4, RCS, HDLM


Map Host & Precise Positioning Module•Mapping hosting•Precise GEO Positioning

with Correction Services•Lead launch: US based Premium brands

Radar 77Ghz Gen1.3•Cost and performance

optimized •Lead launch: Japan based Premium brand

Safe Stop Module (SSM) ECU•Standalone Ecu including

Zenuity software•Lead launch: Robo-taxi

Mono-Vision Gen4•2nd Gen. Object Det.,

Lane Det., Road Boundary, Free Space•Traffic Light Det., Support Object

Enhanced Map•EU NCAP 2020•Lead launch: Polestar 2

Z1 Software (Zenuity)•EU NCAP 2020 •Traffic Jam Assist•Lead launch: Polestar 2

L2/L2+ Smart ECU Gen2•Highly scalable SoC solution to

support object fusion up to L2+ Feature content•Confirmed 3 OEMs •Lead launch: Volvo

Regenerative Braking•Integrated 1 box brake

by wire solution•Lead launch: US based OEM

Stereo Vision•Custom Solution •Lead launch: Asian based OEM

Driver Monitoring System•Drowsiness, Distraction,

Attention Zones, Identification, Precise Eye Gaze•Lead launch: US based OEM

SW Features (Zenuity)(standalone)•Lane Keeping•Lead launch: EU based Premium Brand

Important Technology Launches in 2020


Thermal Sensing Gen4 (NiVi)•12µm FIR sensor,

VGA resol. (640x512) , 32° Hor. Fov (24°, 50° or 70°), ~25% size red.•Lead launch: US based Premium brands

Stereo Vision Gen4•2nd Gen. 3D Object Det.,

Parking Assist, Small Object Det.•EU NCAP 2020 •Lead launch: EU based Premium Brand

Q1’20 Q2’20 Q3’20 Q4’20

Products – MV4 (Gen4 Mono Vision), SV4 (Gen4 Stereo Vision), 77Ghz & 24Ghz Radar, NiVi4 (Gen4 Thermal Sensing Night Vision), ADAS ecu (Advanced Driver Assist System electronic control unit),ADAS SW (ADAS Software), DMS (Driver Monitoring System), Z1S (Zenuity Software).

Our delivery of new technologies to multiple new vehicle platforms is progressing well

© 2018 Copyright Veoneer Inc. All Rights ReservedJuly 2020 Veoneer General Presentation20

Our Associates are the Architects of Our Success

• ~7,100 Associates

• Curious and purpose-driven people

• Agile, collaborative, international teams

• We focus on growing our people and onbeing a fair employer


Our Employer Promise

21

Creating Trust in Mobility(purpose)

Human-Centric Innovation(One of 3 pillars)

Committed to You

Our teams are empowered to deliver products our customers can trust. Step out of your comfort zone, innovate, and learn in your everyday work. The world is changing - let's change it together.

Human-centric innovation always starts with our people. At Veoneer, we harness the strengths and capabilities to co-create our success. Collaborate globally with other technology-focused and exceptionally talented people!

Our people are purpose- driven and curious. We are pioneers who thrive in response to the new and exciting challenges we face at the forefront of technology. We have the strongest leaders and experts in your field, we support each other and are dedicated to develop you.


Making an Impact on Society

• Our business is built around the UN Sustainable Development Goal #3 Good Health and Well-being: Reducing global deaths and injuries from traffic accidents by 50%.

• Our business is focused on − improving traffic safety,

− committed to respecting and growing our people,

− doing business by the highest ethical standards,

− while limiting our environmental footprint.


2019 Sustainability report available on www.veoneer.com


Veoneer Sustainability Program Focus Areas 2019-2020

23

Customers People BusinessPartners Environment

• Innovation

• Product Safety

• Recruitment & engaged workforce

• Health & Wellbeing

• Labor rights

• Supply chain sustainability

• Sustainability due diligence in acquisitions & partnerships

• Ethical behavior in business interactions

• Materials & product design

• Environmental performance of Veoneer operations


© 2018 Copyright Veoneer Inc. All Rights Reserved24

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


Thank You!


This is Veoneer...Belt Control Integrated Restraint Brake Control Pedestrian Detection System Airbag...

Documents

Transcript of This is Veoneer...Belt Control Integrated Restraint Brake Control Pedestrian Detection System Airbag...