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Ericsson – Commercial in Confidence | 2016-11-22 | Page 1 Jonas Wilhelmsson Global Sales Director Connected & Autonomous vehicles AVL conference November 2016

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Ericsson – Commercial in Confidence | 2016-11-22 | Page 1

Jonas WilhelmssonGlobal Sales Director

Connected & Autonomous vehicles

AVL conferenceNovember 2016

Ericsson – Commercial in Confidence | 2016-11-22 | Page 2

3 major revolutions...

Ericsson – Commercial in Confidence | 2016-11-22 | Page 3

...followed by

Ericsson – Commercial in Confidence | 2016-11-22 | Page 4

Digital disruption has already happened

› World’s largest taxi company owns no taxis (UBER)› Largest accommodation provider owns no real estate (AIRBNB)› Largest phone companies own no telco infrastructure (SKYPE, WECHAT)› World’s most valuable retailer has no inventory (ALIBABA)› Most popular media owner creates no content (FACEBOOK)› Fastest growing banks have no actual money (SOCIETYONE)› World’s largest movie house owns no cinemas (NETFLIX)› Largest software vendors don’t write the apps (APPLE & GOOGLE)

Ericsson – Commercial in Confidence | 2016-11-22 | Page 5

EVERY PRODUCT IS A SERVICE WAITING TO HAPPEN .

Ericsson – Commercial in Confidence | 2016-11-22 | Page 6

Connecting a business brings changes to business models

Ericsson – Commercial in Confidence | 2016-11-22 | Page 7

Everything that benefits from a connection will be connected

1900

10

30

50

15 years - 26 billion connected devices

25 years - 5 billion connected people

100 years - 1 billion connected places

20

40

Con

nect

ions

(bill

ion)

Our vision - 50 billion connected devices

2015

Ericsson – Commercial in Confidence | 2016-11-22 | Page 8

Our industries

UTILITIES

SHIPPING

PUBLIC SAFETYMOBILE

FINANCIAL SERVICES

INTELLIGENT TRANSPORT

SYSTEMS

AUTOMOTIVESMART

SUSTAINABLE CITIES

Ericsson – Commercial in Confidence | 2016-11-22 | Page 9

Why Connecting carS?

Ericsson – Commercial in Confidence | 2016-11-22 | Page 10

Ask the taxi driver...

Ericsson – Commercial in Confidence | 2016-11-22 | Page 11

Ask the taxi driver...

Plus one hidden in the door....

Ericsson – Commercial in Confidence | 2016-11-22 | Page 12

Ask the mobile operators...

”62% of net adds are vehicles”

Ericsson – Commercial in Confidence | 2016-11-22 | Page 13

Ask the consumers…

50 % of all drivers surveyed worldwide would switch brands to a comparable brand to get Connected Car services.

72 % of drivers would delay a car purchase by one year to buy a car with connected Car services from their preferred brand.

65 % of drivers surveyed after learning about Connected Car services consider them an important feature in their next car.

United States, Germany, Brazil, Japan and China and the survey was conducted by Ipsos in July/August 2014.

Ericsson – Commercial in Confidence | 2016-11-22 | Page 14

Ericsson – Commercial in Confidence | 2016-11-22 | Page 15

DIGITAL TRANSFORMATIONM2M

E-Call

DEVICE DRIVEN

Telematics 1.0

ECO SYSTEM

BUSINESS DRIVEN

Connected Car

NETWORKED SOCIETY / IOT

INNOVATION DRIVEN

Road Condition Warning Connected Safety

Connected Marketplace

Volvo Cars example

Ericsson – Commercial in Confidence | 2016-11-22 | Page 16

Connecting ecosystemsenabling the connected marketplace

Dealer

Driver & Owner

App developer /Content Provider

Vehicle

Support Center

Automotive EM

Fleet Operator

Repair Shop

MediaAgencies

InsuranceCompanies

Energy / Utilities Companies

CONNECTED VEHICLE CLOUD

› Live with Volvo Cars, since 2013

› Hundreds of thousands cars

› Available in 160 markets

› Recognized with 15 Industry Awards

Ericsson – Commercial in Confidence | 2016-11-22 | Page 17

Connecting ecosystemsbuilding industry solutions

Ericsson – Commercial in Confidence | 2016-11-22 | Page 18

ENABLED BY ONE IOT PLATFORMM2M

E-Call

DEVICE DRIVEN

Telematics 1.0

ECO SYSTEM

BUSINESS DRIVEN

Connected Car

NETWORKED SOCIETY / IOT

INNOVATION DRIVEN

Road Condition Warning Connected Safety

Connected Marketplace

CONNECTIVITY * ENABLEMENT * ANALYTICS MONETIZATION * SECURITY

Ericsson – Commercial in Confidence | 2016-11-22 | Page 19

Autonomous drive

Ericsson – Commercial in Confidence | 2016-11-22 | Page 20

Market trends

DISRUPTIVE MARKET WITH NEW ENTRANTS

MOBILITY & CLOUD ARE CORE ENABLERS

TOWARDS A NEW  ERA OF INDIVIDUAL 

MOBILITY

Ericsson – Commercial in Confidence | 2016-11-22 | Page 21

Utilization = 2.3%

Ericsson – Commercial in Confidence | 2016-11-22 | Page 22

ECOSYSTEM OPPORTUNITIES

o CUSTOMER RELATIONSHIPo NEW POINT OF SALEOEM

DRIVER & OWNER

o FREE UP TIMEo IMPROVED SAFETY

NETWORK OPERATOR

o REACH NEW MARKETSo NEW REVENUE STREAMS

SOCIETY

o IMPROVED MOBILITY IN SMART CITIESo SAVED LIFESo SUSTAINABILITY

o REACH NEW MARKETSo NEW POINT OF SALENEW ENTRANTS /

DISRUPTORS

Ericsson – Commercial in Confidence | 2016-11-22 | Page 23

IMPROVED LINE OF SIGHTMOBILITY & TRAFFIC MANAGEMENT FOR SMART CITIES

STREAMING DATA PROCESSING & ANALYTICS

CELLULAR IS THE FOUNDATION

ENABLING SELF DRIVING CARS ON CITY STREETS

Ericsson – Commercial in Confidence | 2016-11-22 | Page 24

Time freed up

STAY IN TOUCH GET WORK DONE RELAX AND ENJOY

Ericsson – Commercial in Confidence | 2016-11-22 | Page 25

We take a systematic approach for Transportation transformation

CONNECTED COOPERATING AUTOMATED

Connecting all parts of the transportation

infrastructure

Making sure that all parts work in unison

with each other

Transport infrastructure that automatically adapts to changes

Ericsson – Commercial in Confidence | 2016-11-22 | Page 26

Building the connected traffic cloud to connect transport

Connected traffic cloud

Slippery road

Traffic management

Gathering anonymous data Sharing data where it brings value

Connected infrastructure

Connected consumers and cars

Ericsson – Commercial in Confidence | 2016-11-22 | Page 27

Autonomous Budweisers

https://www.wired.com/2016/10/ubers-self-driving-truck-makes-first-delivery-50000-beers/

Ericsson – Commercial in Confidence | 2016-11-22 | Page 28

AUTOMATION?Its happening now!

Ericsson – Commercial in Confidence | 2016-11-22 | Page 29

Ericsson – Commercial in Confidence | 2016-11-22 | Page 30

Drive Sweden CLOUDsupporting Automation and

Mobility Services

Gothenburg National Stockholm/Kista

Aut FleetManagement

City TrafficManagement

City TrafficManagement

NationalTraffic

Management

City TrafficManagement

MaaSsupport

Analytics

Externalpartners

Ericsson – Commercial in Confidence | 2016-11-22 | Page 31

#KMW16@DriveSweden@Ericssoncities

WELCOME!

Ericsson – Commercial in Confidence | 2016-11-22 | Page 32