Automotive industry: transformation & challenges Jornades Mobilitat URV Decembre.2018
1 AGENDA
01 02 03 04 Ficosa The CASE: New Scenario Ficosa Overview Automotive for Consumer adapted to the Industry Electronics challenges Transformation
2 Group Highlights
Automotive Tier 1 Company Headquarters and Established in 1949 in Barcelona R&D center in Barcelona (Spain) Global partners with Panasonic
Decades of experience supplying all major OEMs
Global company
7,8% of sales invested in R&D
€ 1.190 M sales 10,500 employees In 19 countries
€ 36m € 195m € 593m € 1,1b
2017consolidateddata -
1949 – 1986 1987 – 1995 1996 – 2001 2002 – Today Source:FY Local player European market Global market Global organization
3 A higher technological company
2012 Successful development and 2010 production launch of latest technology Acquisition of the generation 2000 electronics electronics manufacturing and programs 2021 Ficosa sets the engineering assets innovation of Sony Spain The car of division to the future diversify its 2015 traditional business Business alliance 2013 with Pillars: Safety [Vision System], Efficiency and Connectivity
4 Business Units REAR VIEW SYSTEMS UNDERHOOD SYSTEMS ADVANCED COMMUNICATIONS
• Exterior Mirrors • Washer Systems • Communication Modules • Integrated Antennas • Interior Mirrors • Sensor Cleaning System • Smart Connectivity Modules
COMMAND & CONTROL COMMERCIAL VEHICLES eMOBILITY
• Shifter systems • Exterior Mirrors • Battery Management • Interior Mirrors Systems • Parking Brake • Camera Monitoring • On Board Charger Systems Systems • Communication Modules DOOR & SEAT SYSTEMS ADAS • Cameras • Comfort • Camera Monitoring • Light Cables Systems • Surround View System
5 Automotive industry is suffering its biggest transformation…
…since the last 50 years
6 Automotive Industry Transformation
These are the four pillars driving the disruption in the automotive industry:
onnected Mercedes-Benz F015 in C “Back to the future” day Autonomous Shared Mobility Electrified
7 Connected Vehicles
An increasing share of vehicles will be connected globally:
New business models and technologies
1 Safety enhancement (E-Call) 2 Infotainment (entertainment, info, navigation services) 3 Advanced HMI 4 Integration of virtual personal assistants
5 Over the air updates
6 Autonomous driving
Roland Berger
8 Connected Vehicles
Cellular technologies in automotive
From smartphone based to vehicle based! Power Data
Roland Berger
9 Connected Vehicles
Improved internal & external connectivity will make modern vehicles vulnerable to an increasing number of cyber threats: Cybersecurity threat vectors Action items for integral security Secure processing (secure boot, run- time integrity, OTA updates)
Secure network (message authentication, CAN ID killer, distributed intrusion detection)
Secure gateway (domain isolation, firewalls/filters, centralized intrusion detection)
Secure interfaces (secure M2M authentication, secure key storage) Roland Berger
10 Autonomous Driving
The four technologies that make autonomous driving possible are:
CURRENT FUTURE “Talk with others” “Where I am”
V2X GNSS
COMM. ADAS
“Informed” “See around”
11 Autonomous Driving
We do not know when & how much… but it happens! AUTONOMY LEVEL AUTONOMY
Already announced Autonomous driving features by OEM
McKinsey Company
12 Shared Mobility
Ride sharing services are forecasted to continue growing at a fast pace, attracting massive capital:
Autonomous driving capabilities will accelerate blurring the lines between today’s mobility business models and use cases: 21,1 bn$
20 bn$
4,3 bn$
4,1 bn$
13 Shared Mobility
Vehicle sales for new mobility services are expected to exceed 10% of new car sales by 2025 in China, the US and the EU: WHY?
• Changes in car ownership patterns
• Growing urbanization
• Enhancements in technology & mobility business models
FUTURE
RoboCabs could drive a significantly larger share of sales to new mobility
Roland Berger
14 Electrified Vehicles
Powertrain electrification adoption will be influenced by push and pull factors that have different levels of influence by region:
Lower battery costs and potentially Electrification in Europe varies China New Energy Vehicles (NEV) rising oil prices may drive depending on CO2 emission targets. market with significant growth electrification penetration in the United Share could reach between 20% and forecasted. Electrified vehicles States around 20% by 2025. 32% for 2025. penetration could reach high levels here, with shares between 29% and Main Drivers 47%.
Economics/ Regulation Technology Availability Cost Ownership
15 Growing importance of electronics in HMI From consumer to auto
Growth of displays and new passenger interface technologies
Personal and auto devices integration
Focus on infotainment
New interiors concept designs
16 IT & consumer moving into auto
LG Electronics bid for Apple has more self-driving Automotive comp. ZKW cars than anyone else. Samsung buys Harmann NVDIA invest. in China self International & Magnetti Marelli driving start up Jing Chi ”Automotive will ultimately be the next Broadcomm try over Panasonic investment in big thing in the Qualcomm (130B$) Ficosa information technology sector” - Kim Do-kyun, Toyota, Panasonic joint Samsung Electronics’ Intel acquisition of Mobileye venture to develop EV memory division (15,3B$) batteries
GM acquisition of Cruise Sony focused on auto Tier2 Automation components
17 Increasing SW complexity
F22 Raptor F-35 Joint Strike Fighter Boeing’s 787 Dreamliner 1.7 MLOC 5.7 MLOC 6,5 MLOC
Modern premium car 100 MLOC, 70-100 ECUs *MLOC = Million lines of code
http://spectrum.ieee.org/green-tech/advanced- cars/this-car-runs-on-code
18 Automotive SW new challenges
• Safety - ASIL requirements • No autonomous driving without connectivity • Cybersecurity • Upgradable • Adaptive, self learning • Requirements mgmt and testing • Decoupling HW-SW. Virtualization • Re-thinking current architecture • 70 ECU´s vs central • High speed Bus architecture • Cloud vs in-vehicle • Managing images vs data • Smart sensors
19 Software is a battleground
BATTLE FOR
20 Facing the challenges of the new automotive industry
Safety / VisionSAFETY / VISION CONNECTIVITY EFFICIENCY
Efficiency
Connectivity 2010 2018
PORTFOLIO
• 3% over sales • 7,8% over sales R&D • 240 Engineers • 1120 Engineers • Mainly MEs • 80% SW & EE
INNOVATION MODEL 100% in house design Partnerships & “open innovation” approach
CAPITAL STRUCTURE Two founder families Alliance with Panasonic
Assembly, Injection, paint + SMT & clean rooms for OPERATIONS shops sensors assy.
21 Product vitality index
100% Remarks 90% • 65% of future sales driven by new projects 80% and technologies not in production 70%
60% • From 1,1billion Sales 2016 to 1,5billion
50% 2020
40%
30% 2016 2020 20%
10%
0% 2015 2016 2017 2018 2019 2020 Production New products
22 Questions for the future auto industry, if fully autonomous (L5) driving becomes reality ….
No traffic lights needed? More racing, replace emotions? People won´t own their cars ? Loss admin revenue on traffic tickets? Driver´s license will go away ? High disappointment if accident happens? Auto insurance will go away ? Easy transportation for handicapped & older Car finance industry will go away ? people? Demand for taxi & truck drivers ? Increased productivity during transportation? Higher usage rate, less cars ? No more police vehicle chases ? Higher usage rate, less parking space? Vehicles filled with advertisement ? More alcohol sold in bars-restaurants? Less lawyers?
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