Hybrid and
Electromobility
Solutions (HEMS)
CES 2021
Steve Merkt
President, Transportation
EVERY CONNECTION COUNTS
Forward-Looking Statements
This presentation contains certain "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements are based on management's current expectations and are subject to risks, uncertainty and changes in circumstances, which may cause actual results, performance, financial condition or achievements to differ materially from anticipated results, performance, financial condition or achievements. All statements contained herein that are not clearly historical in nature are forward-looking and the words "anticipate," "believe," "expect," "estimate," "plan," and similar expressions are generally intended to identify forward-looking statements. We have no intention and are under no obligation to update or alter (and expressly disclaim any such intention or obligation to do so) our forward-looking statements whether as a result of new information, future events or otherwise, except to the extent required by law. The forward-looking statements in this presentation include statements addressing our future financial condition and operating results. Examples of factors that could cause actual results to differ materially from those described in the forward-looking statements include, among others, the extent, severity and duration of COVID-19 negatively affecting our business operations; business, economic, competitive and regulatory risks, such as conditions affecting demand for products in the automotive and other industries we serve; competition and pricing pressure; fluctuations in foreign currency exchange rates and commodity prices; natural disasters and political, economic and military instability in countries in which we operate; developments in the credit markets; future goodwill impairment; compliance with current and future environmental and other laws and regulations; and the possible effects on us of changes in tax laws, tax treaties and other legislation. More detailed information about these and other factors is set forth in TE Connectivity Ltd.'s Annual Report on Form 10-K for the fiscal year ended Sept. 25, 2020 as well as in our Quarterly Reports on Form 10-Q, Current Reports on Form 8-K and other reports filed by us with the U.S. Securities and Exchange Commission.
2
Why Auto Customers Choose Us?
ENGINEERING | AUTO ENGINEERING INTIMACY | |||
20 | 5K | 4K | ||
Engineering | Patents | Engineers | ||
Centers of Excellence | ||||
SUPPLY CHAIN | MANUFACTURING SCALE, | |||
QUALITY AND RELIABILITY | ||||
Leverage core competitive | Global manufacturing | |||
advantages to gain scale | close to our customers |
AUTO GLOBAL PRESENCE
750 1950 1300
Engineers in the US | Engineers in Europe | Engineers in Asia |
LOCAL SUPPORT FOR OUR GLOBAL CUSTOMERS
INDUSTRY-LEADING BROAD PORTFOLIO
Connect | Switch | Protect | Sense |
3 | © 2021 TE Connectivity. Confidential & Proprietary. |
Enabling the Next Generation of Mobility
Industry is Transforming
CONNECTED
SUSTAINABLE
SAFE
4 | © 2021 TE Connectivity. Confidential & Proprietary. |
Solutions WE ENABLE…
EFFICIENT
BATTERIES
CLEANER | HYBRID |
ICE | |
POWERTRAINS | |
POWERTRAINS | |
Consumer | ||
Concerns | ||
NEXT GEN | Engineering | HIGH SPEED |
INFOTAINMENT | CHARGING | |
Challenges |
AIRBAGS / | CENTRALIZED |
OTHER SAFETY | |
ARCHITECTURE | |
SOLUTIONS | |
HIGH-SPEED | |
DATA |
The Moment of the Electric Vehicle has Arrived
By
2030
many nations plan to | |
ban the sale of fossil- | |
fuel-powered | |
vehicles | 70% |
3x | of global consumers |
are interested in | |
consumer interest in | owning an EV |
"new energy | |
vehicles" over past |
- OF VEHICLES PRODUCED (M)
Battery Electric
Vehicle
Plug-in Hybrid
Electric Vehicle
Hybrid Electric
Vehicle
Compound Annual
Growth Rate
1039%
433%
2 | 14% | ||
3 | |||
1 | 6 | ||
2020 | 2025 |
five years in China.* |
*https://www.theguardian.com/environment/2017/jul/13/electric-cars-to-account-for-all-new-vehicle-sales-in-europe-by-2035;*https://advocacy.consumerreports.org/press_release/new-consumer-reports-survey-finds-most-drivers-are-interested-in-electric-vehicles/2020; *IHS Markit, AlixPartners analysis "International Electric-VehicleConsumer Survey"
5 | © 2021 TE Connectivity. Confidential & Proprietary. |
Europe | Global regulatory standards; Ambitious OEM plans |
China | Scaling the EV technologies for mass market |
US | Home to leading innovators |
We Provide Critical Connectivity Solutions for Electric Vehicles
Challenges | ||||
Power | -Motor Inverter | High-power 10- minute | ||
BatteryModules | charging | |||
Electronics | ||||
Auxiliaries | Handling and maintenance | |||
Battery | ||||
Management | ||||
& Protection | ||||
Greater range | ||||
On-board | ||||
Charger | Automation | |||
Charging | ||||
Inlet | ||||
Industry leading portfolio connecting Charging Inlet | Electromagnetic interference | |||
through the Battery to the E-Motor | ||||
Charging Inlets | High Voltage Connectors | Battery solutions |
6
TE Advantage
Silver graphite and thermal modeling
Touch Safety feature
Space saving
battery solutions
Custom mechanical
designs
Optimized solutions across HV and LV
Sensors
OEMs Rewarding Our Capabilities Globally
Winning on Key Platforms Content Per Vehicle (CPV)
ICE | Hybrid | EV | EUROPE | ~$100 | US | ~$180 |
1x | 1.5x | 2x | EUROPE | ~$320 | CHINA | ~$500+ |
UNIQUELY POSITIONED
Global Manufacturing | Full connectivity | End player | Trusted brand |
Footprint | solutions | agnostic position |
7 | © 2021 TE Connectivity. Confidential & Proprietary. |
ANY CONNECTION CAN CHANGE THE WORLD
EVERY CONNECTION COUNTS
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TE Connectivity Ltd. published this content on 12 January 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 26 January 2021 10:11:06 UTC