Evercore ISI Autotech & AI Forum
Autonomous Mobility
Ticker: | CON | Frank Petznick, Head of Business Unit ADAS |
ADR-Ticker: | CTTAY | |
http://www.continental-ir.com | September 21, 2021 |
Autonomous Mobility
Leading Player with Track Record of Profitable Growth
1999
>100
million
25 OEMs
>300 Models
>5,000
Engineers
Facts & Figures
Supplied long range radar for first adaptive cruise control system
Number of radar sensors on the market worldwide
Diverse and global customer base
Experienced, talented and dedicated work force
Solid Financials
1
€2.0 bn
€1.9 bn
€1.7 bn
€1.6 bn
€1.2 bn
€0.9 bn
~10%
~8% ~8% ~9%
~4%
~2%
2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
1 Before amortization of intangibles from PPA, changes in the scope of consolidation and special effects. Historical financials based on figures as reported in each respective year.
Evercore ISI Autotech & AI Forum - Autonomous Mobility | Frank Petznick © Continental AG | September 21, 2021 | 2 |
Autonomous Mobility
Sizable Mid-term Growth Opportunities from Higher AD1 Levels
Growing Quote Pipeline
Orders2 by year of award
Awarded to Continental
2018 - 2020
~ €35 bn
€9.1 bn
2022E - 2024E
~ €70 bn
Content growth
From components
to systems
Services,
system integration
and functions
Drivers
Continental's addressable content per vehicle
- L2: > €200, predominately sensors
- L2+/++: > 2-4x L2, including AD HPC2
- L3: > 10x L2, including AD HPC2 and Lidar
Full system stacks becoming increasingly relevant
- Trend toward centralized architectures
- Customers increasingly looking for optimized system solutions
- Significance of software growing rapidly
Emerging new business areas and models
- Based in the cloud
- Software as a Product
- Mobility as a Service
1 Assisted/automated Driving. 2 Expected lifetime sales of business awarded.
Evercore ISI Autotech & AI Forum - Autonomous Mobility | Frank Petznick © Continental AG | September 21, 2021 | 3 |
Our Strategy
Investing to Meet Today's and Tomorrow's ADAS Market
Market
Continental
Near term:
L2 / L2+ / L2++ for passenger cars
Current & Upcoming Customer SOPs
4D Radar | 2021 | 2023 | 2024 |
Surround Radar | |||
Smart camera | 2021 | 2022 | 2022 |
Satellite cameras | |||
2021 | |||
Flash lidar | |||
AD High | 2022 | 2023 | |
Performance | |||
Computer | |||
Full system + | • Intelligent Speed & Left Turn Assist | 2023 | |
• Lane Keeping, Departure & Centering | |||
driving functions | • Adaptive Cruise Control | ||
• … |
Medium term:
L3 / L4 for passenger cars, trucks and fleets
SOP 2025 | SOP >2025 |
L3 full system | L4 full system |
solutions | solutions |
Strategy based on:
- Investments in own know-how
- Partnerships
- Independent organization
Evercore ISI Autotech & AI Forum - Autonomous Mobility | Frank Petznick © Continental AG | September 21, 2021 | 4 |
Our Strategy
Utilize Position & Partnerships to Expand Full Stack Capabilities
Data Management
Compute & Software
Sensors
Continental's Full Stack Today
Cloud
Maps & Localization
Simulation
Integration & Functions
Artificial Intelligence
Perception
OS & Middleware
Chip
Radar
Camera
Short Range Lidar
Ultrasonic
Continental's Full Stack in Mid-term
Cloud
Maps & Localization
Simulation
Mobility as a Service
Integration & Functions
Artificial Intelligence
Perception
OS & Middleware
Chip
Radar
Camera
Short Range Lidar
Long Range Lidar
Ultrasonic
Evercore ISI Autotech & AI Forum - Autonomous Mobility | Frank Petznick © Continental AG | September 21, 2021 | 5 |
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Continental AG published this content on 21 September 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 21 September 2021 12:41:08 UTC.