Visteon Investor's

Visteon Investor’s Day

March 12, 2013

1 Agenda – Morning Session

Time Agenda Item

9am Arrive at CTC‐Move to CR606

‐ Visteon Update: Tim Leuliette

‐ YFV Overview: Dan Linder

10:15am Break

10:30am ‐ China Market Overview: Ma ZhenGang

‐ Panel Q&A: Tim Leuliette, Jeff Stafeil, Dan Linder, Ma ZhenGang, Scott Deitz

11:15am Product Showroom and Lab Tour

12:00PM Depart for Lunch ‐ Hongqiao Hilton

2 Agenda – Afternoon Session

Time Agenda Item

1:00PM Depart for Songjiang Plant

1:45PM Arrive at Songjiang Plant

2:00PM ‐ YFVE Presentation: Decio Mendao

‐ Q&A

2:30PM Plant Tour

3:00PM Wrap Up/Final Comments: Tim Leuliette

3:30PM Return to Hotel

5:30PM Transport to Dinner Venue

6:00PM Dinner @ Grand Salon

8:30PM Return to Hotel

3 YFV Overview

March 12, 2013

4 Yanfeng Visteon History

• Joint venture established in 1994 between Ford and SAIC (Shanghai Automotive Industrial Company) – Both companies had a long history in the automotive industry – Ford brought technology and international management practices, while SAIC brought the customer base and local market knowledge – SAIC partnered with VW (1985) and GM (1997) in OEM business • Equity Transferred – Ford transferred equity to Visteon as part of spinoff in 2000 – SAIC transferred equity to HASCO as part of public listing in 2009 • YFV has become one of the largest suppliers in China

YFV has a long and unique history with outstanding recognition in China

5 SAIC Organization Structure

State Owned: 74% Public: 26%

60.1% OEMs Service & Trade other HASCO

•Functional parts •Sales •Interior & exterior trim •Logistics •Electric and Electronics •IT •Hot worked parts •Car Rental •Metal forming & tooling •Financing •New energy

SAIC’s Automotive business is well established in China

6 Partnerships are a Key to Success

International Partners China OEM Partners

DETC

Great Partners Create Strong, Successful Relationships

7 YFV Organization

• 50:50 JV between Visteon YFJCI 1997 and SAIC (HASCO) 50% Seating “The Parent Company” 50% 50% YFV 2002 • Technology JV’s with 60% Electronics international partners YF Key 2004 • Interior subsidiaries and 50% Safety JV’s with OEM’s to expand outside of Shanghai YFPO 2007 50% Exterior

DETC

20% 12.5% 25% 50% 99% 75% 40% 75% 50% 80% 51% 80% 80% 60% 50%

YFV YFV Dongfeng YFV YFV YFV YFV YFV YFV YFV YFV Chongqing Beijing Visteon Jinqiao Tooling Hefei Jiqiang Nanjing NJ FEM Zhejiang India

2001 2002 2003 2004 2006 2007 2008 2010 2010 2011 2011

A complex set of JV relationships that have developed over 18 years 8 YFV Organization Depth

Shanghai Operations Level 0: Parent Company Headquarters Interiors Technical Center

Level 1: Tier 1 YFJCI YFV YF Key YFPO YFV YFV Subsidiaries Seating Electronics Safety Exterior Interiors Tooling 9 Operations 1 Operations 2 Operations 6 Operations 24 Operations

Level 2: Tier 2 Subs 28 Operations 6 Operations 8 Operations 7 Operations

Level X3: Tier 3 Subs Tier 3’s will be collapsed into Tier 2 3 Operations

YFV is both an operating and holding company with many subsidiaries 9 Yanfeng Visteon Electronics Organization

• Formed in 1994 at 75:25 JV between Ford and Shanghai 50% 50% Auto Instrumentation Co. • Integrated into YFV in 2002 • Acquisitions in 2004 expanded presence in audio and cluster 40% 60%

长安集团一汽集团 29% ChangAn Group FAW Group

100% 82% 100% 58% 70% 65%

Technology Co.Shaoxing Betung Songjiang Topower Xuzhou Chongqing Xugang Changchun Xugang 2011 2004 1996 2004 2004 2004 10 Market and Sales Summary

Independent Enterprises 6 Big Groups

SAIC FAW Dongfeng BAIC Chang’an GAIC Chery BYD Geely

Great Wall JAC Volvo

Brilliance Hawtai Beiben SVW FAW-VW DPCA BBAC CA Ford GQ Honda

Geely 1% Chery 1% Other 9% Hyundai 1% SGM FAW-Car DF Nissan BJ Hyundai GQ Toyota DYK 1% CA Mazda DPCA 2% SVW DF Nissan 3% 33% JAC 2% CAFM 4% SGMW FAW-Toyota DF Honda BAIC CA Suzuki GAC SAC 4%

Export 11% SAC Haima DF YD Kia BQ FOTON Chang’an GQ FIAT SGM 28%

Total Revenue(2012): RMB 45.3 B FAW Tianjin CA PSA GQ Mitsubishi

11 SAIC Vehicle Companies

• SAIC Group is a strong parent to support the growth of HASCO and YFV  Largest vehicle producer in China  Significant self brand activities

50% 50%50.1% 100%  Significant footprint expansion plans

2012 China Vehicle Market Share 2012 China Passenger Car Market by OEM-Group by OEM

[1,000] SAIC 23.1% 1,364 1,323 1,280

DongFeng 15.9%

FAW 13.7%

ChangAn 10.1% 200

BAIC 8.8%

12 Data Source: China Association of Automotive Manufacturers (CAAM) Five Business Systems

Interior System Seating System Electronics System Exterior System Safety System

• Cockpit • Seats • Driver • Bumpers • Steering Wheels • Instrument Panels • Trim Covers Information • Body Trim • Air Bags • Door Panels • Mechanisms • Entertainment • Rear Closures • Seat Belts • Console • Foam Pads • Center Stack • Fenders Electronics

Five Strong Product Lines with Global Technology Partners

13 YFV Product Diversity

2012 Revenue

Safety 4% Tool 1% Exterior 6% Electronics Interiors 8% 42%

Seating 39%

Total Revenue RMB 45.3 Billion (Approximately $7.2 Billion USD and includes Tier 1 Unconsolidated Subsidiaries)

14 YFV Market Position

InteriorsSeating Exterior Electronics Safety Instrument Door Steering Panel Panel Seats Bumper Audio Cluster Wheel Airbag

YFV Market #1 #1 #1 #1 #1 #3 #1 #3 Position

Mobis Magna JCI JJ Mold Hangshen Continental TRW

JCI Hanil Ehwa Lear Tongyang Dessay Denso Autoliv Major Competitors CK GSK GSK Mobis Panasonic SDE Takata

Faurecia Boshoku Boshoku Hanil Autonet Nippon Seiki TG

Strong market positions in all major product lines 15 YFV Global Footprint

Russelsheim, Germany

Symbol Business System Facilities

Michigan, USA Changchun Seating 40 Kalol, India Shenyang Beijing Interiors 36 Baotou Dalian Langfang Baoding Yantai Exteriors 14 Xuzhou Yancheng Zhengzhou Yizheng Electronics 7 Nanjing Nantong Shi‘yan Hefei Shanghai Wuhu Ningbo Safety 2 Wuhan Hangzhou Cixi Chongqing Shaoxing Chengdu Tooling 1 Changsha Taizhou Zhuzhou Fuzhou Total 100 Liuzhou Guangzhou Dongguan

Extensive Footprint: 100 Facilities with 30,000 Employees

16 YFV Technical Centers

Interior System Seating System Electronics System Exterior System Safety System

• Full Service Supplier • Globally Integrated • Full Design and • Structure Design • R&D / Product (from Styling to Production) Technical Centers Engineering Capability • CAE Verification Engineering • System Integration • Safety Testing • Advanced Application • New tech center • Crash Simulation Software • World Class Testing • Acoustic and NVH under construction • Lifecycle Testing Facilities Testing • World Class Testing Facilities

740 Employees 500 Employees 500 Employees 270 Employees 180 Employees

Technical Centers Provide Superior Capability and Value to Customer

17 YFV Revenue Growth

Total Revenue RMB in Billions $7.2B

27% Compound Annual Growth Rate

Successful Partnerships and Products Fuel Strong Growth

18 Employee Engagement

Employee engagement and development has been key to YFV’s growth 19 Customer Recognition

2012 Excellent Innovation Gold Award 2012 Best Quality Award / Excellent Development Award 2012 Excellent Supplier Award 2012 Best Quality Award

2012 Excellent Supplier Award

2012 Best Partner Award

2012 Excellent Supplier Award

2012 Excellent Production Line Award

2012 Excellent Supplier Award

2012 Best Supplier Award

20 YFV Strategic Initiatives

• Expand domestic footprint to support growth of core customers • Expand customer base with local China OEMs. Continued diversification with select Chinese (and Japanese) OEMs. • Support OEM’s growth plans in China and abroad via cooperation with our business partners • Strengthen technical capability in all business segments; enhance tooling and equipment as a competitive advantage • Continue focus on development of new employees and YFV culture

Maintain Domestic Leadership while expanding footprint outside of China

21 YFV Going Forward – Market Outlook

Passenger Car Sales Key Customer Sales Unit (000) Unit (000) 21675 20108 Customer 2012 2017 18229 16347 14643 SGM 1,364 1,919 13239 SVW 1,280 1,940 CFA (Ford) 419 771

CMA (Mazda) 68 246 SAIC 200 425 Total 2,918 5301 2012 2013F 2014F 2015F 2016F 2017F

• China OEM’s average share @ 33% • SVW and SGM in the top 3 market position through 2017. • Passenger vehicles average 69% of total market • CMA and SAIC more than doubling sales by 2017 • More stable year over year growth • CFA improved market position

Source: CAAM, YFV 5 year volume forecast 2013Q1 version Source: IHS China Feb13 22 SGM and SVW Expansion

新疆沈阳 Xinjiang Shenyang

烟台 Yantai 仪征 Yizheng 上海武汉上海南京 Wuhan Nanjing Shanghai Shanghai 宁波 Ningbo

SGM and SVW adding new manufacturing bases and expanding existing plants

23 9 SAIC and Ford Expansion

南京南京 Nanjing 临港 Nanjing Lingang 重庆 Chongqing 杭州 Hangzhou

Ford and SAIC to add capacity at existing facilities, new facility for Ford

24 YFV Footprint Growth 2012 ~2014

Changchun Shenyang

Beijing Yantai

Yancheng

Wuhan Nantong

Yizheng Chongqing

Liudong Nanjing

Ningbo Interiors Dongguan Seating Exteriors Songjiang Electronics Kangqiao Safety Anting Summary

• YFV is one of the largest and most successful automotive suppliers in China

• Strong customer relationships with market leading OEMs will continue to fuel the growth of the company

• Strong five year outlook will maintain domestic market leadership

• Investment in the business critical to supporting customer growth plans both domestically and abroad

• YFV approaching its 20 years of development.

26 Forward-Looking Information

This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are not guarantees of future results and conditions but rather are subject to various factors, risks and uncertainties that could cause our actual results to differ materially from those expressed in these forward-looking statements, including, but not limited to,  conditions within the automotive industry, including (i) the automotive vehicle production volumes and schedules of our customers, and in particular Ford's and Hyundai-Kia’s vehicle production volumes, (ii) the financial condition of our customers and the effects of any restructuring or reorganization plans that may be undertaken by our customers, including work stoppages at our customers, and (iii) possible disruptions in the supply of commodities to us or our customers due to financial distress, work stoppages, natural disasters or civil unrest;  our ability to satisfy future capital and liquidity requirements; including our ability to access the credit and capital markets at the times and in the amounts needed and on terms acceptable to us; our ability to comply with financial and other covenants in our credit agreements; and the continuation of acceptable supplier payment terms;  our ability to satisfy pension and other post-employment benefit obligations;  our ability to access funds generated by foreign subsidiaries and joint ventures on a timely and cost effective basis;  general economic conditions, including changes in interest rates and fuel prices; the timing and expenses related to internal restructurings, employee reductions, acquisitions or dispositions and the effect of pension and other post-employment benefit obligations;  increases in raw material and energy costs and our ability to offset or recover these costs, increases in our warranty, product liability and recall costs or the outcome of legal or regulatory proceedings to which we are or may become a party; and  those factors identified in our filings with the SEC (including our Annual Report on Form 10-K for the fiscal year ended December 31, 2012).

Caution should be taken not to place undue reliance on our forward-looking statements, which represent our view only as of the date of this presentation, and which we assume no obligation to update. New business wins and re-wins do not represent firm orders or firm commitments from customers, but are based on various assumptions, including the timing and duration of product launches, vehicle productions levels, customer price reductions and currency exchange rates.

Page 27 Market Overview

Mar. 12th, 2013

1 中国经济与汽车市场发展 Development of China Economic & Auto Industry

Presentation for Visteon Investor’s Day Mar. 12th 2 中国宏观经济走势 China Macroeconomic Trend

 2011-2012年，GDP增速放缓。2012年四季度GDP  2012年，驱动GDP的“三驾马车”—投资、消费、增长7.9%，全年实现7.8%增长。出口—表现乏力，相比前几年增幅回落明显 GDP growth slows down in 2011 and 2012 GDP three drives - investment, consumption, GDP季度增速(%) export – exhibit lower growth rates compared to 13 GDP Growth by Quarter prior years  根据政府工作报告，2013年我国的GDP目标为 7.5%；CPI目标为3.5%。较之前权威机构预测平均

9 z Q4:7.9 值均有回调 (GDP 8.3%->7.5%, CPI 3.1%->3.5%) 十二五目标: 7.0 Government Report sets up the 2013 Target of GDP at 7.5%, CPI 3.5%, which is less optimistic GDP GDP 11-12 compared with the forecast released by authorities 5 before (GDP 8.3%->7.5%, CPI 3.1%->3.5%) 07'Q1 08'Q1 09'Q1 10'Q1 11'Q1 12'Q1

投资增速与消费增速（%）出口增速（%） Investment & Consumption Growth Export Growth 27 55.0 45.0 23 2012 2012 35.0 19 25.0 15 15.0 5.0 11 (5.0) 13 Jun/10 Jun/11 Jun/12 Oct/10 Oct/11 Oct/12 Apr/10 Apr/11 Apr/12 Feb/10 Feb/11 Feb/12 Dec/10 Dec/11 Dec/12 Aug/10 Aug/11 Aug/12 / Jul/10 Jul/11 Jul/12

投资增速（）消费品零售总额增速（） Jan/10 Jan/11 Jan/12 Jan Oct/10 Oct/11 Oct/12

% % Apr/10 Apr/11 Apr/12

Presentation for Visteon Investor’s Day Mar. 12th 3 汽车行业政策焦点 Policy Highlight in Automotive Industry

《缺陷汽车产品召回管理条例》2012年10月颁布，2013年1月1日起实施 The Defect Automobile Products Recall Management Regulations has been enforced from 1st Jan, 2013

上海等多地发布购买新能源车优惠政策 Local governments release preferential policies for new-energy vehicles

国V排放标准年内正式出台可能性高 There is high possibility that the State 5 Emission Standard be released within 2013

政府对于主机厂的产能扩充计划持谨慎态度 The Government is also very careful to approve the new applications for OEM’s capacity expansion plans

《家用汽车产品修理、更换、退货责任规定》(俗称“汽车三包”) 2013年1月15 日发布，将于2013年10月1日正式实施 The Provisions on the Repair, Replacement and Return Liability of Household Automotive Products will be enforced from 1st Oct, 2013

Presentation for Visteon Investor’s Day Mar. 12th 4 2012年国内汽车市场概览 2012 Domestic Auto Market Overview

整体市场：2012年 1-12月，中国汽车市场整体销量为1930 万辆，同比上涨4% 2012 sales volume of China auto market is 19.3 million, with growth rate of 4%

乘用车市场：2012 年1-12月乘用车累计销量为1324万辆，同比上涨8.4% 2012 PV sales volume is 13million, with growth rate of 8.4% 数据来源：中汽协产销数据 Data source: CAAM

Presentation for Visteon Investor’s Day Mar. 12th 5 2012年交叉乘用车及商用车市场 Mini Van & Commercial Vehicle Market

交叉乘用车市场情况 Mini Van Market

2012年交叉乘用车市场下滑0.1% 。基本和去 +8% 2011 2012 年持平。上汽通用五菱、北汽仍实现了正增长 1,212,277 Mini van dropped by 0.1%; SGMW, BAIC -6% achieved growth 585,417 -16% -21% +246% -4% -38% 2012年商用车市场下滑5.5% 204,183 Commercial vehicle market drops by 5.5% 49,672 51,058 43,019 35,099 SGMW ChangAn Dongfeng FAW BAIC Brilliance Haima

2012 YTD 同比增速 YoY Growth 客车 Bus 507,403 4.0% 大型客车Large bus 79,228 7.3% 中型客车 Medium bus 90,521 -1.2% 轻型客车Light bus 337,654 4.7% 货车 Truck 3,303,792 -6.8% 重型货车Heavy truck 636,001 -27.8% 中型货车Medium truck 290,269 -0.6% 轻型货车Light truck 1,842,710 -2.0% 微型货车Mini truck 534,812 8.7% 数据来源：中汽协产销数据 Data source: CAAM

Presentation for Visteon Investor’s Day Mar. 12th 6 2012年出口市场稳步增长 Export Market Kept Steady Growth

2012年自主品牌乘用车出口量仍保持稳定增长，累计超过51万辆，同比增长38% PV export volume of local brand reached 510,000 unit in 2012, with a YOY growth rate of 38%

合资品牌目前出口量较小，新赛欧是其中最主要的出口车型 New Sail has the largest export volume in JV OEMs 2012年新赛欧累计出口销量达到6.2万辆，同比激增98%，5月份更是创造了历史单月最高出口量 2012YTD export volume of New Sail reached 62k, with a growth rate of 98%

数据来源：中汽协产销数据 Data source: CAAM Presentation for Visteon Investor’s Day Mar. 12th 7 汽车市场焦点 Automotive Market Focus

 日系车份额骤跌，其他车系均有上升，欧系、韩系等成为最大收益者 Market share of JP Brand is squeezed by other Brands. EU Brands and Korean Brands are benefited the most

 豪华车市场持续快速增长，目前接近整体乘用车市场的8% Luxury market keeps fast growth and it occupies currently around 8% of the total passenger vehicle market

 随着居民可支配收入不断增长，中高级车型的需求明显增加，促使D/E细分市场新车上市节奏加快；城市SUV市场也持续火爆 Increasing disposable income leads to large demand for D/E vehicles；SUV market keeps growth as well

 二三线市场销量占比持续上升，自主品牌仍占据领先优势，但欧系品牌份额增长显著 Market share from Tier2/3 cities keeps growing. Although Chinese Self-brand still take a leading position in these cities, EU Brands has a significant increase on market share

 主要全球客户在中国制定更为积极的计划 Major global OEMs set up more aggressive plans in China

Presentation for Visteon Investor’s Day Mar. 12th 8 2013年中国汽车市场预测 2013 China Auto Market Forecast

 中国经济进入平稳发展并温和回升的新周期，为汽车行业发展提供良好的环境； The economic recovery has continued, at a modest pace 积极面  消费信心逐步恢复 Positive Consumption Confidence is recovering  各OEM纷纷看好中国市场，积极规划产能布局； Factors OEMs take a positive outlook on China market, making full efforts for strategic planning;  国产车整车出口市场稳步增长，本土企业加速海外布局； Export market for localized vehicles continues to grow; Local OEMs speed up pace on oversea market;  各类行业标准日益完善，提升整个中国汽车产业链品质 Industry standard is improving, promoting the entire supply chain of auto industry.

消极面  外部市场环境复杂，仍然存在较多不确定因素，局部的不平衡尤其明显； Complicated external market still exists lots of unsteady factors; Negative  产能布局失衡造成价格的风险积聚 Factors Imbalance of capacity layout brings risks to price

2013年乘用车市场预计将有10%左右的增长 Growth of 2013 PV market is predicted to be around 10%

Presentation for Visteon Investor’s Day Mar. 12th 9 中国汽车市场5年产量预测 5-year Growth of China Auto Market

未来5-10年总量仍将保持增长，但增速趋缓 Auto market will keep growth in following 5 to 10 years,

数据来源：历史数据来自中国汽车工业协会，预测数据为延锋伟世通 2013年第1季度预测 Source: CAAM, YFV 5 year volume forecast 2013Q1 version

Presentation for Visteon Investor’s Day Mar. 12th 10 全球汽车市场趋势 Global Vehicle Market Trends

+13% -8% 13,130 14,493 单位：千辆 12,054 12,779 (thousand units) +11% 2011 2,651 2,935 2012

USA EU 201 Russia 2 +4%

2012年全球主要市场销售概况 18,505 19,306 +28% +9% Sales Volume by Markets 5,365 3,293 3,584 4,206

India China Japan

+5%  咨询机构HIS预测2013年全球轻型车市场增长1.6%至8279万辆 3,633 3,802 IHS predict: 2013 global light vehicle market volume will grow 1.6% to 82.79 million  美国市场显著回暖，日本市场震后复苏，欧洲市场持续低迷 Brazil US and JP auto market recovered, while EU market kept a sluggish tendency.  新兴市场持续增长，但增速均放缓。 BRIC markets kept growing, but the growth rate slowed down.

Presentation for Visteon Investor’s Day Mar. 12th Source from：Markline 11 全球汽车市场趋势 Global Vehicle Market Trends

Others Inner ring: Market Share of 2011 AutoVAZ VW GM Others VW Others 10.4% Outer Ring: Market Share of 2012 18.3% 4.0% 24.7% 17.9% Hyundai-Kia 16.5% 20.5% 10.4% GAZ 21.1% 21.5% 2012VS2011 Renault- 19.6% 6.2% 16.6% 3.5% 23.0% 3.1% 市场份额增长 Nissan 8.2% 5.1% 3.4% 7.9% Ford GM 显著的OEM Hyundai-Kia BMW FORD 5.9% 4.5% 4.5% 12.7% 12.8% 8.9% 16.8% 8.7% 15.5% 6.4% 13.1% Renault- 5.0% 7.1% Toyota 9.0% Fiat-Chrysler Nissan 8.6% 11.9% 8.0% 5.7% 6.5% 12.5% 12.0% 11.3% Honda 10.7% 12.9% 8.7% FORD Hyundai-Kia VW Renault- 9.8% PSA Toyota 7.6% 12.3% 10.8% Nissan Fiat-Chrysler 14.4% GM 11.9% 12.0% 11.4% 8.2% USA EU201 Russia 2 Renault- Others, 8.5% Nissan, 2.2%

Ford, 2.4% 2012年全球主要市场OEM概况 GM, 2.6% 8.5% 2.9%0.7% Suzuki, 29.7% VW, 3.0% 3.4% 30.3% 3.5% Market Share by OEMs in Toyota, 4.8% 4.1%

major Automotive Market 11.3% Hyundai-Kia, 10.9% 10.9% 24.4%

Tata, 23.4% M&M, 12.5%

India

 2012年大众、现代起亚及丰田在多个汽车市场赢得市场份额 VW、Hyundai-Kia and Toyota won market share in major automotive markets in 2012.

Presentation for Visteon Investor’s Day Mar. 12th Source from：Markline 12 全球OEM销量表现 Global OEM Groups Performance

 丰田销量回归全球第 Top 10 OEM Group Ranking

一，全年超过970万同比增速辆；通用、大众均接近 2010年 2011年 2012年 YOY

930万辆 22.6% Toyota comes back to No.1 (exceed 9.7 million units), 2.9% while both GM and VW’s Toyota 8,418 GM 9,02 Toyota 9,748 volumes are near 9.3 million. 6 10.9% GM 8,385 VW 8,36 GM 9,287 1 Renault‐ VW 7,183 0.9% Nissan 8,02 VW 9,276 9 Renault‐ 6,706 Toyota Nissan 7,95 Renault‐Nissan 8,101 8.1% 0 CAGR Hyundai‐ Rank OEM Group Hyundai‐Kia 5,740 (2006-2011) Kia 6,59 Hyundai‐Kia 7,112 1 -0.5% 1GM 0.2% Ford 5,313 Ford 5,69 Ford 5,668 5 2VW 8.1% Fiat‐ 4.1% Fiat‐Chrysler 3,738 Chrysler 4,04 Fiat‐Chrysler 4,209 3 Renault-Nissan 7.3% 4 23.3% 4 Toyota -1.7% PSA 3,602 PSA 3,54 Honda 3,817 5 Hyundai-Kia 10.4% 9 Honda Honda 6 Ford -5.8% 3,555 3,00 PSA 2,965 -16.5% 9 7 Fiat -3.9% Suzuki 2,589 Suzuki 2,50 Suzuki 2,680 8 PSA 1.0% 1 7.2% 9 Honda -1.8% 10 Suzuki 4.2% Hyundai-Kia, VW, Renualt-Nissan grow faster in previous years

Presentation for Visteon Investor’s Day Mar. 12th 13 近期市场趋势及延锋面临的挑战

Recent Market Trends Analysis & YFV Challenges

Presentation for Visteon Investor’s Day Mar. 12th 14 潜在的汽车限购政策 Potential Limited Purchasing Order of Vehicles

环境因素、城市交通拥堵等造成潜在的汽车限购政策，将成为后续市场最大的不确定因素 Environmental factors, traffic jams in big cities, leads a potential limited purchasing order of vehicles，which will be the biggest uncertain factor for the market in the near future

PM2.5指数关注度持续升高 More Attention paid to PM2.5

1/2级城市乘用车均道路面积 Area per vehicle（2010年）

北京中心城区高峰时段红色 Average：拥堵已成常态 125.3m2/unit Red alert has become a common status at rush hours in Beijing

Presentation for Visteon Investor’s Day Mar. 12th 15 乘用车库存处于高位 PV Inventory Remains at A High Level

19,934342,382  按2005年末约10万辆的库存 34,352 计算，截至目前，乘用车库存 97,913 累计约34.2万辆 PV inventory has reach 71,725 15,934 342k (from 2005) -1,306 数据来源：中汽协产销数据 35,698 Data source: CAAM 100,000

2005 2006 2007 2008 2009 2010 2011 2012 Total 末累计  经历了6月的库存系数峰值后，2012年下半年指标开始回落， 2.5 2012年1‐11月经销商库存系数但仍在预警线附近徘徊。 The Inventory index began to fall ,but still hovering near

2 in the line of Inventory Depth Warn

 YFV需密切关注核心客户的产能规划及调整，警惕库存上

1.5 升、降价压力带来的风险数库存深度预警线 Inventory Depth 都非常大YFV should pay close attention to OEM production Warn：1.5 1.33 planning and keep an alert on production surplus 1 数据来源：中国汽车流通协会 CADA(China Automobile Dealers Association）备注：根据国际同行业通行的惯例，库存系数在0.8-1.2之间，反映库存处在合理范围；库存系 >1.5，反映库存达到警戒水平，需要关注；库存系数>2.5，反映库存过高，经营压力和风险

Presentation for Visteon Investor’s Day Mar. 12th 16 价格战升温，成本压力持续增加 Intense Rate War leads Greater Cost Pressure

国产乘用车市场价格走势 Price Tendency of domestic PV 部分车型基本配置指导价对比(2004 vs 2012) (以2004 年1 月价格指数为基数.Take the price of Jan 2004 as basic number) Guide Price Comparison for Several PVs (2004 vs 2012)

245,900 2004 2010 2012 206,800 195,800 185,900

145,000 149,800 112,800 107,900 89,800 85,900

桑塔纳3000/志俊帕萨特/领驭 Polo两厢/新Polo 凯越/Excelle 君威/新君威 Santana Passat /Passat B5 Polo Hatch 1.6LE MT Regel/New Regel 3000/Vista 1.8T AT Back/New Polo 2.0 1.8L MT 1.4L MT

26.0% 塑料化工钢铁 Plastic Chemical Raw Material Steel 2.9% 2.0% 2.0% 11.0% 1.1% 1.0% 8.0% 0.0% 0.6% -1.0% -0.8% -1.6% -1.7% -1.8% -6.0% 2010 2011 2012 2013 2014 2015 2010 2011 2012 2013 2014 2015 2010 2011 2012 2013 2014

-3.9%

Presentation for Visteon Investor’s Day Mar. 12th 17 价格战升温，成本压力持续增加 Intense Rate War leads Greater Cost Pressure

上海大众针对材料成本的优化从2005年开始，截至目前共实施了三步计划，持续向供应商施加压力，降低材料成本 SVW starts its material cost optimization from 2005. There are three steps of plans till now, which lay great price pressure to suppliers Olympic Program 2005-2008 Win! 2012 Program 2011-2012 100% 100%

85% 77% 94% 71% 69%

60% 93% -40%

86% 2004 2005 2006 2007 2008

86% DYnaMic Program 2009-2010 100%

89% -14% 85% 80% -20%

2008 2009 2010 2010 2011 2012

Presentation for Visteon Investor’s Day Mar. 12th 18 主要全球零部件供应商近期动态 Dynamics of Global Parts Suppliers

 华南及西南地区成为全球零部件厂的投资新热点 Southern/South-west China have become investment hot spots for global parts suppliers  新建技术中心，加快研发本土化 Establish tech center; Speed up localization 东北  拓展在华业务范围长春 North East Explore new business opportunities in China CC 外饰、技术中心沈阳 SY 内饰

中西部 Middle West 兰州 LZ 华东内饰、外饰、座盐城 YC East 椅、技术中心苏州成都上海座椅、内饰、外 SZ CD 武汉芜湖 SH 重庆饰、技术中心 WH WH 外饰 CQ 宁波长沙 NB 外饰、技术中心 CS 座椅湘潭 XT 华南

广州东莞 South 佛山GZ DG 座椅、内饰 FS 内饰

Presentation for Visteon Investor’s Day Mar. 12th 19 延锋发展面临的挑战及应对策略 Challenges for YFV and Our Actions  总结：延锋面临着来自客户和国内外竞争对手的双重压力，竞争环境日趋激烈 Conclusion: YFV is facing the pressures from customers and competitors as well. Competition has become more fierce • OEM不均衡增长，分化状态持续。YFV主要自主品牌客户销量和份额下跌 Unbalanced growth of OEMs continues. Mkt share of main YFV local customers dropped • 客户降本要求不断提高，而内部人力资源成本压力也将显常态化客户层面 Customers put forward higher demand for cost reduction; While fierce competition in auto talents leads to increase of labor cost Customers • 细分市场消费结构性变化显著，产品需求向上延伸，对YFV的研发设计与制造能力提出更高要求 Upgrading of segment structure requires higher R&D, engineering & manufacturing abilities • 目前，YFV在高端客户中尚未建立足够的品牌影响力，高端业务有待进一步渗透 At present, YFV hasn't established brand reputation in high-end OEMs

• 全球主要竞争对手加快布局中国市场，新建技术中心，加快研发本土化 Global competitors speed up expansion and localization in China • YFV海外业务短板已直接影响国内业务定点，使得YFV在主要客户的份额收到较大挑战竞争对手层面 Shortage in global sourcing challenges domestic business • YFV在主要客户业务中的占有率受到低成本的国内竞争对手冲击；同时这些国内竞争对手通过与海外合 Competitors 资伙伴的合作，在技术实力上已取得长足进步 YFV Mkt share is impacted by domestic rivals who have advantage in low cost. By cooperation with oversea JV partners, some domestic competitors have made great technical progress

• 坚持发展，强化自身核心竞争力 Keep on development to reinforce YFV core competitiveness • 密切关注区域投资热点，紧跟客户步伐我们的对策 Pay close attention to hotspot regions; Follow up footprints of customers • 主动适应客户全球定点趋势 Our Actions Take the initiative to adapt to the global sourcing tendency • 积极提高运营效率，努力克服刚性成本增长 Enhance operating efficiency; Conquer rigid cost increase

Presentation for Visteon Investor’s Day Mar. 12th 20 THANK YOU

21 Forward-Looking Information

Presentation for Visteon Investor’s Day Mar. 12th 22 YFVES Overview

March 12, 2013

1 Yanfeng Visteon Electronics Organization

• Formed in 1994 at 75:25 JV between Ford and Shanghai Auto Instrumentation Co. 50% 50% • Integrated into YFV in 2002 • Acquisitions in 2004 expanded presence in audio and cluster 40% 60% • Currently with 4800 employees

长安集团一汽集团 29% ChangAn Group FAW Group

100% 82% 100% 58% 70% 65%

Technology Co.Shaoxing Betung Songjiang Topower Xuzhou Chongqing Xugang Changchun Xugang 2011 2004 1996 2004 2004 2004 2 YFVE EC Organization Chart

总经理戴孟德 GM Decio Mendao

执行副总经理陈尊毅 EDGM 执委会 Chen Zunyi Executive Committee

财务副总经理运作副总经理骆敏薛小林 DGM Finance DGM Operation Richard Luo Brian Xue

销售总监科技公司总经理钱延彪裴世杰 Sales & Marketing Technology Director Company GM Qian Yanbiao Jayesh Patel

3 YFVE Footprint

Changchun

Xuzhou Shanghai

Chongqing Shaoxing

Appropriate Footprint to cover the China Market

4 YFVE Key Events

Shanghai Fudian Automotive Electronics Co., Ltd established First product SOP

Rename: Yanfeng Visteon Automotive Electronics Co., Ltd

Acquisition of Toppower and Betung

1994 1996 2002 2004 2007 2008 2009 2010 2011 2012

Sales revenue over 2 Billion RMB Establish Head Quarter Integrate Engineering Team of Visteon AP

Chongqing New Plant Launch Betung New Plant Launch; Sales over 4 Billion RMB

Yanfeng Visteon Electronics Technology Company Establishment; Songjiang Plant 2nd Phase Expansion Complete

5 Export Customers

Vantec for Nissan @ Sunderland UK Hollingsworth @ Detroit ELLZ for Benz @ Bremen Corrigan for Ford @ Detroit

欧洲 EU 北美日本 NA Japan

Support Global Customers and Strong Export Sales Growth since 2010

6 Domestic Customers

BBDC FCC Mazda

Foton FVW VW

BHMC FCC Great Wall Brilliance

DFM FAW Xiali

JAC DF Citroen Chery CFMA SVW CAF SGM ChangAn SAIC CA Suzuki Geely JMC SEM Lufeng CH Suzuki

DFL SGMW GHAC Local JVs Chinese OEMs Supporting Local JVs and Chinese OEMs 7 YFVE Key Performance Metrics

Lost-Time Case Rate Severity Rate 2013 Target = 0 2013 Target = 0

0.05 2.5 2.02

0.03 0.03 1.44

0 0

2009 2010 2011 2012 2009 2010 2011 2012

OEM PPMs Supplier PPMs 2013 Target = 9 2013 Target < 25

160.4 27.8 29.4 29

19.5 80

32.2 13

2009 2010 2011 2012 2009 2010 2011 2012

Need to keep driving Continuous Improvement Methodology in Operations 8 Technology Company

Full Design, Engineering and Testing Capability 9 Electronic Design & Development Capability

Electronic Design Mechanical Design Software Development Strong ED&D Capability:

• Electronic Design • Mechanical Design • Software Development • System Validation

【Visula】【Dxdesigner】【CatiA】【Pro/E】【UG】【light tools】【CAN OE】【Visual C】

Electronic Engineer：71 Mechanical Engineer：64 Software Engineer：113 • Full Design and Engineering Capability • Advanced Application System Engineer：35 Software System Validation: Software Validation : 39 • World Class Testing Product Assurance : 31 Facilities 484 Employees YFVET and Visteon Eng. teams work together on advance co-developed platforms 80% of our engineering people have >5 years experience 10 Laboratory

主要测试项目主要测试设备 Key Test Item Key Test Facilities

高低温湿热试验箱、高低温交变湿热试验箱、高温恒湿老化试验试验箱 Heat Aging Test Environmental chambers

振动试验数字式电动振动试验系统 Vibration Test Digital Electronic Vibration System

电磁发射干扰试验棒状天线、双锥天线、对数天线、喇叭天线 EMC Test Rod/Bi-conical/Log-Periodic/Horn Antenna

高低温冲击试验冲击试验工装、高低温湿热试验箱、高低温交变湿热试 Impact Test in Hot/Cold 验箱 Temp Environment chambers

高低温湿热试验箱、高低温交变湿热试验箱、高温恒湿环境循环、气候交变试验试验箱 Environment Cycle Test Environmental chambers

红外光照试验高低温湿热试验箱 Infrared Sun-load Test Environmental chambers

World Class Testing and Validation Facilities 11 YFVE Strategic Initiatives

 Expand business to support overall targets growth (ex: Changchun site relocation; opportunities with additional JVs)  Expand diversification with selected Chinese (and Japanese) OEMs.  Support OEM’s growth plans in China and abroad via cooperation with Visteon (ex: VW MIB-G audio program; RNPO R013 audio program)  Strengthen engineering and the group manufacturing technical capabilities and use it as a competitive advantage  Continue focus on development of new employees on all aspects of the business

12 Songjiang Operations

Songjiang represents 65% of YFVE Sales and 99% of the Export Business 13 Songjiang Organization Chart

14 Products and Customers Portfolio

Product Market/Platform Customer

Cluster SGM308 SGM 308 – Sail

Cluster P32 Nissan P32 – Qashqai/X--TRAIL

Cluster SGM618 SGM 618 – Excelle

Cluster Delta SGM Delta – New Excelle

Cluster CD34XMC Ford CD34X - Mondeo

BENZ CCH Benz CCH – E-class/GLK-class

C307 CCH Ford C307 - Focus

C346 CCH Ford C346 – New Focus Modules Driver Information

Fuel Pump Control Toyota FPC – Land Cruiser

15 Products and Customers Portfolio (cont.)

Product Market/Platform Customer

IKEY TX Mazda – Mazda 6

Lighting Module Ford C346 – New Focus

Control Module K SVW – Tiguan

Modules C420 AMP Ford

G245 AMP Ford

MFD High Ford – New Focus

Gen3 Bluetooth Nissan – Teana

GOM BT Nissan – Qashqai/Sylphy

Audio Systems MFD LOW Ford – Fiesta

16 Songjiang Plant Tour

4) Clean Room: P32E cluster Final Assy Cells

1) SMD Line #12 Continuous flow concept line

2) Workshop Layout 3) MFD High Final and Production Assy Cells Control Board

Plant tour start area

17 谢谢！ Thank You！

18 Forward-Looking Information