comfort & driving assistance systems ... -...
TRANSCRIPT
COMFORT & DRIVING ASSISTANCE SYSTEMS
BUSINESS GROUP PRESIDENT
DRIVING ASSISTANCE SYSTEMS
R&D AND PRODUCT MARKETING DIRECTOR
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AUTOMATED CAR
CONNECTED CARINTUITIVE CONTROLS
3
FULL ADAS TECHNOLOGIES AND SYSTEM
OFFER FOR AUTOMATED CARS
FULL CONNECTIVITY FROM
SHORT DISTANCE TO CLOUD
NEW USER EXPERIENCE
THROUGH INTUITIVE CONTROLS
4
AUTOMATED CAR
CONNECTED CARINTUITIVE CONTROLS
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€ BN
% OF SALES
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SALES
HEADCOUNT
SALES
HEADCOUNT
SALES
HEADCOUNT
SALES
HEADCOUNT
SALES
HEADCOUNT
7
ANNUAL GROWTH OVER
2014 - 2020 PERIOD
EBITDA MARGIN IMPROVEMENT
FROM 14.5% IN 2014 TO
IN 2020
ANNUAL GROWTH FROM
2014 TO 2016
2016 EBITDA
8
9
Source: Valeo
*Strategic products and services that are positioned in growing markets
or generate a significant increase in Group sales
2015 2021
+4%
per year
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WAVE
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20262016
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20262016
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WAVE
Home Zone Parking
Traffic Jam Pilot
B-Road Pilot
Connected Parking
Highway Assist Highway Pilot
Traffic Jam Assist
Robot Taxi
Remote Parking
Robot Truck
FLEET SERVICEPRIVATE OWNERSHIP
PartialAutomation
2
URBAN
PARKING
HIGHWAY
ConditionalAutomation
3 HighAutomation
4 FullAutomation
5
Traditional OEM
New Mobility Player
Traditional OEM
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(OWNERSHIP) (SERVICE)
WAVE
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EVERYTHING
LEVEL 4
LEVEL 5
LEVEL 2
LEVEL 3
SOMETHING
LEVEL 4
WAVE
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Date16
WAVE
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TELEMATICS
ULTRASONICS
RADAR
CAMERAS
LASER SCANNER
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WAVE
1990 1995 2000 2005 2010 2015
Ultrasonic Park Assist Steering Angle
Sensor for ESC
Mirror-integratedRain Sensor
ProgrammableSensor (ASIC)
LaneVue®Multi-Beam
Radar
ParkVue®
Park4U®
5-Camera System
Cross TrafficAlert
Rain-Light-Humidity
Park4U® 2.0(braking)
FlankGuard
360Vue®
Lane Change Assist
Park4U® with comfort braking
Park4U® 3.0(Map-based)
3-FunctionFront Camera
360Vue® 2.0(Object Det.)
Ethernet Mpix(Object Det.)
Park4U®
Remote
SCALALaser Scanner
Fusion Control Unit
2017
ULTRASONICS
RADAR
CAMERAS
LASER SCANNER
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WAVE
RAIN
SENSOR
ULTRASONIC
SYSTEMS
SURROUND
CAMERA
FRONT
CAMERA
RADAR
COCOON
LASER
SCANNER
FUSION
CONTROLLERS
SOLID-STATE
LIDAR
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WAVE
ULTRASONIC
SYSTEMS
SURROUND VIEW
CAMERA
FRONT
CAMERA
RADAR
COCOON
FUSION
CONTROLLERS
LASER
SCANNER
SOLID-STATE
LiDAR
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WAVE
VALEO SCALA® COCOON
ROTATING MIRROR
ROTATING MIRROR
ENLARGED
FIELD OF VIEW
SOLID-STATE
AWARDED
AWARDED
AWARDED
AWARDED
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WAVE
Telematics
Ultrasonics
Radar
Cameras
Laser Scanner
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WAVE
Fusion
Controllers
Surround
Camera
Ultrasonic
SystemsFront
CameraRadar
Cocoon
Laser
Scanner
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WAVE
Home Zone Parking
Traffic Jam Pilot
B-Road Pilot
Connected Parking
Highway Assist Highway Pilot
Traffic Jam Assist
Robot Taxi
Remote Parking
Robot Truck
PartialAutomation
2 ConditionalAutomation
3 HighAutomation
4 FullAutomation
5
URBAN
PARKING
HIGHWAY
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WAVE
PARK YOUR CAR
WITH YOUR SMARTPHONE
IN PRODUCTION
HIGH AUTOMATION
IN URBAN ENVIRONMENT
HANDS-OFF DRIVING
ON THE HIGHWAY
USA AND EU TOUR,
24H PÉRIPHÉRIQUE
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WAVE
Automation in certain situationsDriver remains responsible
Today’s ADAS architecture, upgraded sensor set
Automation in certain situationsDriver doesn’t have to supervise
Centralized architecture, Connected, Redundant Sensing, Driver Monitoring
Automation for an entire tripPotentially driverless
Artificial Intelligence based System,Multi-SOC, Triple redundant cocoon
€16 sensors, control unit
€>20 sensors, control unit,
driver monitoring, telematics
€>30 sensors, control unit (incl. AI),
interior monitoring, telematics
Valeo driving assistance Content per CAR - Based on 2016 products (Price & technology)
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20262016
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propose a unique secured Virtual
Key in smartphone
deploy the 1st industrial offer for
car sharing to address Corporate
Fleets and Car Rental
AWARDED
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WAVE
SOLUTIONS FOR TELEMATICS APPLICATIONS
PLATFORM FOR PROPRIETARY NAD
FAST AND RELIABLE DATA EXCHANGE BETWEEN VEHICLE AND ITS SURROUNDINGS
ECALL (MANDATORY IN THE EU BY 2018)
VALEO PEIKER IN FIGURES
#2WORLDWIDE
14%MARKET SHARE
1,000EMPLOYEES
WORLDWIDE
(INCL. 300 ENGINEERS)
CONNECTIVITY IS KEY FOR AUTONOMOUS DRIVING, VALEO PEIKER
ADDING CRUCIAL BRICKS WITH ITS TECHNOLOGICAL LEADERSHIP
o SOLUTIONS FOR TELEMATICS APPLICATIONS
o PLATFORM FOR PROPRIETARY NAD
o FAST AND RELIABLE DATE EXCHANGE
BETWEEN VEHICLE AND ITS SURROUNDINGS
o ECALL (MANDATORY IN THE EU BY 2018)
SOLUTIONS FOR TELEMATICS APPLICATIONS
PLATFORM FOR PROPRIETARY NAD
FAST AND RELIABLE DATA EXCHANGE BETWEEN VEHICLE AND ITS SURROUNDINGS
ECALL (MANDATORY IN THE EU BY 2018)
VALEO PEIKER IN FIGURES
#2WORLDWIDE
14%MARKET SHARE
1,000EMPLOYEES
WORLDWIDE
(INCL. 300 ENGINEERS)
CONNECTIVITY IS KEY FOR AUTONOMOUS DRIVING, VALEO PEIKER
ADDING CRUCIAL BRICKS WITH ITS TECHNOLOGICAL LEADERSHIP
(INCL. 300
ENGINEERS)
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WAVE
WAVE
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20262016
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WAVE
Thermal comfort,
air quality, scents
health care and
well-being
Interior lighting,
wipers
Camera, Human Machine
Interface & Driver Monitoring
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DROWSINESS, DISTRACTION,
IDENTIFICATION
3D GESTURE, POSTURE
AWARDED
WAVE
AWARDED
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€
Connaught Electronics
€
€
35
€
36
WAVE
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~€
€
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Statements contained in this press release, which are not historical fact, constitute "Forward-Looking Statements". These statements include
projections and estimates and their underlying assumptions, statements regarding projects, objectives, intentions and expectations with
respect to future financial results, events, operations, services, product development and potential, and statements regarding future
performance. Even though Valeo's management feels that the Forward-Looking Statements are reasonable as at the date of this press
release, investors are put on notice that the Forward-Looking Statements are subject to numerous factors, risks and uncertainties that are
difficult to predict and generally beyond Valeo's control, which could cause actual results and events to differ materially from those
expressed or projected in the Forward-Looking Statements. Such factors include, among others, the Company’s ability to generate cost
savings or manufacturing efficiencies to offset or exceed contractually or competitively required price reductions. The risks and uncertainties
to which Valeo is exposed mainly comprise the risks resulting from the investigations currently being carried out by the antitrust authorities
as identified in the Registration Document and risks relating to legal action resulting from such investigations, risks which relate to being
a supplier in the automotive industry and to the development of new products and risks due to certain global and regional economic
conditions. Also included are environmental and industrial risks as well as risks and uncertainties described or identified in the public
documents submitted by Valeo to the French financial markets authority (Autorité des marchés financiers – AMF), including those set out
in the “Risk Factors” section of Valeo’s Registration Document registered with the AMF on March 26, 2016 (under no. D.16-0211).
Valeo has recognized an expense of 99 million euros in its consolidated financial statements to cover the main risks resulting from
investigations currently being carried out by the antitrust authorities, as identified in the Registration Document, and risks relating to legal
action resulting from such investigations.
The company assumes no responsibility for any analyses issued by analysts and any other information prepared by third parties which may
be used in this press release. Valeo does not intend or assume any obligation to review or to confirm the estimates of analysts or to update
any Forward-Looking Statements to reflect events or circumstances which occur subsequent to the date of this press release.
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