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© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC
This is
Veoneer Company Presentation
Veoneer
November 2019
March 2019 Veoneer Company Presentation1
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC2
Our Purpose
Creating Trust in MobilityMarch 2019 Veoneer Company Presentation
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC
• “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
• 9,100 employees in 13 countries
• Headquartered in Stockholm, Sweden
• Listed on the NYSE and Stockholm NASDAQ OMX
This is Veoneer
3 5-Nov-19 VNE - Post Q3'19 Earnings Release
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC
Key Figures
4
(1) Excludes additional Active Safety Market TAM from Driver Monitoring, Digital Mapping, Connectivity System – V2V upside potential ~$6B(2) Order Book $ value represents estimated total future sales attributable to documented new business awarded, disclosure of Order Intake and Order Book will not be made regularly. Dollar
amounts of order book or order intake are not necessarily indicative of future net sales and are subject to uncertainties.(3) Last Twelve Months
~$43 Bn TAM¹ 2025E~$25 Bn Active Safety
~$2.0 Bn SalesIn LTM³ Q3 2019
>$19 Bn Order Book²~80% in the Electronics Segment
Strong Engineering Base~70% Software Focused
Products Groups Customers
5-Nov-19 VNE - Post Q3'19 Earnings Release
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC
A Global Footprint
March 2019 Veoneer Company Presentation5
9,100 ASSOCIATES~5,200 in R,D&E
13 COUNTRIES 10 MANUFACTURING SITES26 TECHNICAL CENTERS
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC
Our Technology Showcase
6
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
5-Nov-19 VNE - Post Q3'19 Earnings Release
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLICMarch 2019 Veoneer Company Presentation7
More than 4 millionCamera Sensors Delivered
>33 millionRadar Sensors Delivered
~750 millionAirbag ECUs and Crash
Sensors Delivered
Delivered during the past decade, as Veoneer and as part of Autoliv
A Tech Company Delivering Automotive Grade
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC
Collaborative Driving is the Consumer and OEM Priority
Features Human “Out-of-the-Loop”ADAS
(e.g., AEB)Advanced ADAS/
Supervised Driver AssistsUnsupervised Pilots
Anticipated Broader Adoption Roll-out
2030+Today Today Next 5 Years
Content(1)
$8,000+ per vehicle$100-500 per vehicle $500-1,000 per vehicle $1,500-4,000 per vehicle
Type
Collaborative Driving Full Self-DrivingDriver Support
(1) Based on TAM (Total Addressable Market); Active Safety Market includes Radar (Front/Side/Rear), Forward looking Cameras (Mono/Stereo/Night Vision), ADAS ECU and LiDAR plus upside from Driver Monitoring, Digital Mapping, Connectivity System – V2V
8 5-Nov-19 VNE - Post Q3'19 Earnings Release
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC
For Veoneer – Innovation, Reliability and Quality is Creating Trust
Long industry experience and heritage of proven solutions, based on “Saving Lives”
Credibility from track record of breakthrough Innovations in passive and active safety
Reliability from solid engineering expertise and production capabilities with a Relentless focus on Zero Defects
Automotive Safety Grade Solutions Evermore Important
5-Nov-19 VNE - Post Q3'19 Earnings Release9
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC
1Non U.S. GAAP measure,
2Content per Vehicle
5-Nov-19 VNE - Post Q3'19 Earnings Release10
2019 Key Launches and Mid-Cycle Model Facelifts
Mercedes CLA
Ford Explorer
Mercedes EQ C
Geely Emgrand GS
Honda Fit
Honda CRVF-Series Super Duty
Mercedes GLC
Hyundai Sonata
VW
including all major product areas
Factors impacting2019 Organic Sales1
✓ Key launches and mid-cycle facelifts represent 10 to 15% of annual sales with an average CPV2 of >$150
✓ Slower ramp-up of volumes and launch delays on certain models
✓ Temporary negative radar mix shift from 24Ghz to 77Ghz
✓ BMW mono-vision programs wind-down during 2019 to 2021
✓ Veoneer based vision launches ramping-up during 2019 to 2022
Mercedes GLS
Mercedes GLB
Geely GLSV
Ford Transit
Honda Freed
GAC A39
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLICMarch 2019 Veoneer Company Presentation11
High level and speed of innovation requires collaboration based on a joint problem definition and expertise.
Some of our partners:
• Zenuity (joint venture) for ADAS and AD systems software
• VNBS (joint venture) for Brake Systems
• Velodyne for LiDAR
• Seeing Machines for Driver Monitoring
• NVIDIA for computer platforms
• MIT AgeLab for HMI related research
Strategic Eco System Partnerships
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC
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 S
afet
y an
d B
raki
ng
Re
stra
int
Co
ntr
ol
Syst
em
s
Acceleratinginnovation pace
Night Vision Animal Detection System
(1) Including acquisitions
Learning Intelligent Vehicle
2017
ADAS ECU
12 March 2019 Veoneer Company Presentation
2018
ADAS ECU ‘Zeus’ meets L4
Autonomous Driving
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC13
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
© 2018 Copyright Veoneer Inc. All Rights Reserved PUBLIC
Thank You!
March 2019 Veoneer Company Presentation14