Automotive Outsouring Analysis
Automotive Outsourcing Analysis June 2018
June 2015
1
Source : DRAUP 1 The Top 10 Automotive Services Companies Corresponds to more than 65% of total Outsourced Workforce among G500 Auto Companies
Outsourced HC split among G500 Companies
11% 10% 10% • Top 10 Automotive Services Companies comprises of ~65% of total Automotive Outsourced HC among G500 companies
• Bertrandt, Altran and EDAG are the top 7% three service providers having more than 30% of outsourced Workforce among 5% 5% G500 Companies 4% 4% 4% • 75% of total Outsourced Workforce is 3% associated with 10 G500 Companies
• Renault, Volkswagen, Tata Motors, BMW, and Daimler are top 5 Automotive Companies outsourcing to more than 50% of total Outsourced Headcount Among G500 Auto Companies
2
Note – DRAUP data curated from Bertrandt financial reports published annually and updated in June, 2018 Source : DRAUP 2 Definitions for Analysis on Automotive Outsourcing
Subvertical Definition
It includes HVAC, Seats, Body Electronics, Climate Control, Cockpit modules, Headlamps, Injection molds, Body Engineering Cables & Wiring, Thermal Systems, Lighting, Interiors & Exteriors etc.
It includes airbags, inflators, active safety systems, passive safety systems, seatbelts, safety electronics, Safety systems retractor pretensioner, anti-braking system etc.
It includes Lidar, Radar, OTA, Advanced Driver Safety, Connected Solutions, Artificial Intelligence, V2X, V2V, Autonomous & Connected Cars Parking Assist, Computer Vision, Lane Keep Assist etc.
It includes drivetrain, engine, transmission, diesel Systems, Starter motor, generator, exhaust systems, Powertrain Engineering calibration, vehicle dynamics, engine peripherals, drive shaft, propeller etc.
Chassis Engineering It includes suspension, steering, braking systems, clutch systems, differential etc.
Infotainment Systems It includes car multimedia, audio systems, dashboard, handsfree etc.
Wheel Assembly It includes tyres, wheels & decks etc.
Hybrids It includes BEV, PHEV, HEV, Fuel Cells, Diesel-electric, Biofuels etc. 3
Note – DRAUP data curated from Bertrandt financial reports published annually and updated in June, 2018 Source : DRAUP 3 Bertrandt - Automotive Outsourcing Analysis June 2018
June 2015
4
Source : DRAUP 4 Financial Overview – Bertrandt revenue stood at ~ € 992.27 M in FY 2016/2017, increased by € 0.25 M from FY 2015/2016.
The Bertrandt Group has been providing development solutions for the international automotive and aerospace industries in Europe, China and the USA
~ 12,970 1974 Ehningen, Germany € 992.27 Million Employees (FY’17) Year of Establishment Company Head Quarters Revenue (FY’17)
Revenue Growth Revenue by offering (FY 2018) (in Million Euro) - (for 5 years ) Electrical system/Electronics, 21%
992.02 992.27 934.78 870.56 782.4 6.12 % Revenue CAGR (5 Yrs)
Physical Digital Engineering, Engineering, 59% 2012-13 2013-14 2014-15 2015-16 2016-17 20% 5
Note – DRAUP data curated from Bertrandt financial reports published annually and updated in June, 2018 Source : DRAUP 5 KEY STRATEGIC PRIORITIES: Acquisition, Key Focus, Partnerships & Investments
Key Focus Investments Partnerships
• Bertrandt has been focusing on Interior • In 2016/ 2017, Bertrandt has invested about 38.2 • Bertrandt has partnered with SGL group, functionality and vehicle safety. million Euro to develop the new technology in who is leading manufacturer of carbon • Bertrandt is also focusing on the innovative connectivity. products and materials in order to develop motorsport project lighting system is to develop the interior components. and build a much brighter, lighter and well-designed headlamp - using carbon as a material. • Bertrandt is also aiming to set new standards in safeguarding automated driving functions as well as driving dynamics and braking systems
6
Note: Analysis is based on the news articles, journals etc updated in June, 2018 Source : DRAUP 6 Most of Outsourcing is focused on Powertrain and Body Engineering
Automotive Outsourcing by Activity
6300 – 6500 Outsouricing 52% 48% Outsourced HC Embedded Non - Embedded
Automotive Outsourcing by sub-verticals Automotive Outsourcing by Geography
Spain, 2% United Japan, 2% Kingdom, 1% Body Engineering 27% United States of America, 7% Powertrain Engineering 22%
Car Electronics 20%
ADAS & Autonomous Cars 13% verticals - France, 21% Germany,
Infotainment & Connected 10% 67% Sub Sub Chassis Engineering 7%
Hybrid & Electric Mobility 1%
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 7 Key Activities across Sub – verticals (1/4)
Area Headcount Key Customers Project Details/Activities
• Technical Risk Classification & Reliability BMW Ford motor company • Development of Industrialization External Accessories Volkswagen Group • Automobile Dashboard Development ,Seat Development & Steering for common vehicle &Architect Daimler AG General motors Exterior Body Body 3000-3200 Groupe PSA Engineering • Development of Hill Test Dynamic Lighting Functions &BMW X5 X6 X7 component Development, Johnson Controls Nissan Design of Door Panel Renault • On the road testing, seat comfort evaluation and benchmarking for Mini and BMW Tesla inc • Design & Development of Exterior Lighting • Development of complete vehicle - aerodynamics
• Diesel Engine & Powertrain root cause analysis of series Cars • Propulsion System Testing & Validation & Testing of Vehicle Powertrain System
BMW • Diesel Calibration & Gasoline Direct Injection components Nissan • Develop & Testing Battery/Control Units/Motors , Development & Validation on Power units of Powertrain 1250-1350 Renault Engineering Delphi Automotive Electric Powertrain Ford Motor company • Designing moulded parts and assemblies for Audis V6 and V8 diesel engines such as crankcase, Volkswagen Group cylinder head, turbocharger holder, oil tank etc and also sheet metal and plastic parts for the cooling system with PTC Creo2.
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 8 Key Activities across Sub – verticals (2/4)
Area Headcount Key Customers Project Details/Activities
• Technical support in the software development of Continental Chassis Control Systems for AUDI AG Execution of road tests for the validation of Prototype Software, Failure analysis in the vehicle and on BMW Ford motor company the test bed, Failure management and coordination of bugfixes Chassis 700 - 800 Volkswagen Group Engineering • Brake Design & Software Development Chassis Control System Daimler AG Continental AG • Prototype design and CAD design for PORSCHE • Technical support in the software development for AUDI and PORSCHE Electric Power Steering Systems
• Development & Testing of Automotive Electronics • Development of Engine Control Sensors
Volkswagen Group • Developing New Hybrid Electric Vehicle Controller Daimler AG • Integration soft charger in Electric Vehicle & Development of Energy Management System for Hybrid Car Electronics 600 - 700 Nissan Renault Vehicles Hella • Keyless Go Systems/Run Manual Tests & Project coordination with VW, Porsche, Lamborghini and Bentley • Development of electrical and electronical testing for Infotainment projects of new SEAT & AUDI models
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 9 Key Activities across Sub – verticals (3/4)
Area Headcount Key Customers Project Details/Activities
• Camera based Driving Assistance System • Development in the field of Camera based Driving Assistance System • Vehicle Testing/Integration & Application of Park Aid Feature to Ford Vehicle Programs BMW ADAS & 450- 500 Valeo • Development of Autonomous Cruise Control (ACC) System for driver assistance in various traffic Autonomous Cars Volkswagen scenarios • Development of real-time simulation models and the implementation of vehicle models, which represent the physical properties of chassis, powertrain or energy systems. These models are used to test vehicle control and assistance systems on Hill systems
• Testing & Simulation BMW • Planning for vehicle testing Safety 200 - 250 Volkswagen Group • Full Vehicle Subsystem Assembly/Crash Calculation System Renault • Simulation & Vehicle safety Porsche AG • Airbags development for Audi
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 10 Key Activities across Sub – verticals (4/4)
Area Headcount Key Customers Project Details/Activities
• Development & Validation of Digital & Analog Radio Tuner Infotainment 170-190 BMW • Prevention & Reactive Quality work for TV Modules & Inbox Radios in BMW Vehicles & Connected Volkswagen Group • Project Management and Software Development: Audi Drive Select • Lead Engineer / Technical Consultant in Connected Car
BMW • Development of Battery Management Software for Hybrid & Electric Series Hybrid & 60-80 Renault • RENAULT- NISSAN Projects - Hybrid and Electrical Powertrain Control Electric Mobility Nissan Mitsubishi Alliance
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 11 Altran – Automotive Outsourcing Analysis June 2018 June 2015 Financial Overview – Altran revenue stood at ~€ 2.3 B in FY 2017, increased by € 0.2 B from FY 2016
Altran Technologies, SA is a global innovation and engineering consulting firm. It operates primarily in high technology and innovation consultancy.
1982 Paris, France ~ € 2.3 Billion ~ 33,665 Year of Establishment Company Headquarters Revenue (FY’17) Employees (FY’17)
Revenue Growth (in € Billion) - (for 5 years ) Revenue by Geography (FY 2017) 2.3 2.1 France 1.9 1.8 40% 1.6 9.5 % Northern Zone Revenue CAGR (5 Yrs) 33% Southern Zone 20% Rest of the World
2013 2014 2015 2016 2017 7% 13
Note – DRAUP data curated from Tata Technology financial reports published annually and updated in June, 2018 Source : DRAUP 13 KEY STRATEGIC PRIORITIES: Acquisition, Key Focus, Partnerships & Investments
Acquisition Investments Partnerships
• On July 2017, Altran acquired NEXT which will • Altran has agreed to invest €20 million in an • Partnered with Fingerprint Cards on biometric enable the delivery of end-to-end embedded automotive Centre of Excellence (CoE). The CoE, solutions for automotive industry hardware and software solutions to clients in the which will be based in Barcelona, will focus on • Divergent 3D partnered With Altran to deploy 3D Defense & Aerospace sector innovative developments in the field of electric cars, Printing for Cars hybrid systems and other CO2 reduction technologies
14
Note: Analysis is based on the news articles, journals etc updated in June, 2018 Source : DRAUP 14 Most of Outsourcing is focused on Powertrain and Body Engineering
Automotive Outsourcing by Activity
6000-6500 Outsouricing 52% 48% Outsourced HC Embedded Non - Embedded
Automotive Outsourcing by sub-verticals Automotive Outsourcing by Geography Brazil, 3% Belgium, 3% China, 3% United Body Engineering 27% Kingdom, 4%
Powertrain Engineering 22% United States of America, 4%
Car Electronics 20%
India, 5% France, 37% verticals
- ADAS & Autonomous Cars 13% Sub Sub Infotainment & Connected 10% Japan, 5%
Chassis Engineering 7% Italy, 10% Germany, 20%
15
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on june,2018 Source : DRAUP 15 Key Activities across Sub – verticals (1/3)
Area Headcount Key Customers Project Details/Activities
• Verification & Validation for Cluster/Infotainment Products • Develop Electro-Pneumatic Machines for Final Test • BMW Body • Parts Product Management 1500 – 2000 • Volvo Engineering • Volkswagen • Cluster Development/Module Development • Leading framing software, specifically the roof line for X260 and X760 projects. (Timeline: March 15 - May 16)
• Aisin Seiki • BMW • Continental AG • Fiat Chrysler Automobiles • Activity planning. Design of the engine parts set. Technical study of the parts made. • Ford Motor Company • Groupe PSA • vehicle calibration for Renault • Jaguar Land Rover Powertrain • - project follow-up - vehicle tests 1300-1500 • Nissan Engineering • Robert Bosch GmbH • Design of combustion functions - Development of actuator control programs - Computer programming • Tata Motors - Development of diagnostic functions • Volkswagen Group • Volvo • system Engineer, Driver Support Function System Combustion Petrol • Renault • ZF Friedrichshafen • Denso 16
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on june,2018 Source : DRAUP 16 Key Activities across Sub – verticals (2/3)
Area Headcount Key Customers Project Details/Activities
• BMW • Delphi Automotive • Fiat Chrysler Automobiles • Integration of electrical and electronics components in the vehicles post production • Ford Motor Company • Groupe PSA • Fuel Level Management, Ignition Working Condition, Power Doors Lock functionalities Car 1200-1500 • Nissan Electronics • Hybrid Vehicle Calibration & Evaluation • Robert Bosch GmbH • Toyota • Development of Mechatronics System Doors & Exterior Equipment of Vehicle • Volvo • Lighting Systems (Electronic Schematic Design/Electronic Boards Testing & Validation) • Volkswagen Group • Volvo
• BMW • Continental AG • The Objective of this project is to Design, Implementation and Optimization of Common • Denso • Groupe PSA Mathematical Library functions for Camera and Radar for Advanced Drivers Assistance System • Renault-Nissan-Mitsubishi ADAS & (ADAS) 800-850 Alliance Autonomous Cars • Renault • Pre Development in Camera based Driver Assistance System (Consultant) • Robert Bosch GmbH • Validation of ADAS sensors/Development of Autonomous Emergency Braking System • Tata Motors • Volvo • Electrical Power Steering for next generation of ADAS Vehicle • Volkswagen
17
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on june,2018 Source : DRAUP 17 Key Activities across Sub – verticals (3/3)
Area Headcount Key Customers Project Details/Activities
• BMW • Fiat Chrysler • Development and management of the functional specifications (Vehicle Function) for all core logics Automobiles • Groupe PSA and indications managed by radio or VP (Anti-Theft , antenna information, audio output, power • Nissan Infotainment & management, media integration, vehicle controls by VP) 600-700 • Robert Bosch GmbH Connected • Tata Motors • Development Telematics, Infotainment • Volkswagen Group • HMI development for Renault at the Techno centre in Guyana court • Volvo • Renault • Navigation system modelling - Renault • Denso
• Continental AG • Brake System module development • Fiat Chrysler • Brake and Commands Project Chassis Automobiles 400-450 Engineering • Ford Motor Company • Mechanical Development of Power Steering Systems/Dimensioning of Steering component System • Groupe PSA • Design Industrial Vehicle Chassis • Renault • Engineer Dimensioning Brake System (2014 to 2015)
Safety 10-30 • Renault Systems • System Engineer/Consultant of Active Emergency Braking (AEB) Systems for the Groupe Renault
18
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on june,2018 Source : DRAUP 18 EDAG –Automotive Outsourcing Analysis June 2018 May 2015
19
Source : DRAUP 19 Financial Overview – EDAG’s revenue stood at ~€ 0.717B in 2017 and increased by €0.002B from FY 2016
• EDAG is a German company. The EDAG Group is one of the world's largest independent development partners to the automotive industry.
1969 Wiesbaden, Germany $0.717 Billion ~ 8,404 Year of Establishment Company Headquarters Revenue (FY’17) Employees (FY’17)
Revenue Growth Revenue by Industry (FY 2017) (in € Billion) - (for 5 years ) Revenue by Geography (FY 2017) ELECTRICS/ELECTRONICS, 20% 0.722 0.715 0.717 Germany 0.635 6.48 % 73% 0.561 Revenue CAGR (5 Yrs) Rest of the Europe 14% North America 7% South America 1% Vehicle production Asia engineering, 2013-14 2014-15 2015-16 2016-17 2017-18 solutions, 62% 4% 18% 20
Note – DRAUP data curated from EDAG financial reports published annually and updated in December, 2017 Source : DRAUP 20 KEY STRATEGIC PRIORITIES: Acquisitions, Key Focus, Partnerships and Investment
Acquisitions Key Focus • On July 2017, EDAG engineering group AG acquired CKGP/PW & • On June 2017, EDAG supports the premium manufacturer of electric cars Associates Inc. which has been the major North American vehicle BYTON in the development of its first series produced car, it integrated with manufacturers as an engineering partner for production plants. “mobility” ecosystem. • On June 2017, EDAG Engineering Group acquired Swedish engineering • EDAG focusing on the field of hydrogen technology and its currently investing in company HRM Engineering AB, who is the service provider of Swedish a mobile hydrogen filling station. automotive industry. • On June 2016,EDAG engineering acquired Dutch engineering company Duvedec Europe B.V, which is an engineering partner to European vehicle manufacturers and suppliers. Partnerships Investment • EDAG specifically involved in the management of the Edge Creative Enterprise • VinFast Manufacturing and Trading, a member of VinGroup, partnering with Fund, a £40m fund which closed in November 2015. EDAG as the overall development partner for the first electric vehicle to enter • EDAG focuses to investment in the development of electric fleets. the Vietnamese market. • EDAG engineering invest in Schweiz sub-Holding AG in the amount of CHF 452 million • The ECEF will generally invest £500k to £5m as growth capital in businesses which will creative industries and technologies, having existing revenue of in excess of £1m per annum, which are all capable of generating al least 3x money 21 within five year period.
Note: Analysis is based on the news articles, journals etc updated in June, 2018 Source : DRAUP 21 More than 60% of Outsourcing is focused on Body Engineering
Automotive Outsourcing by Activity
6100 – 6150 Outsouricing 21% 79% Outsourced HC Embedded Non - Embedded
Automotive Outsourcing by sub-verticals Automotive Outsourcing by Geography
Brazil, 2% South Korea, France, 1% Sweden, 3% 1% Body Engineering 64% Japan, 4%
Car Electronics 15% India, 4%
Powertrain Engineering 9% Spain, 6% verticals
- Safety Systems 5% United States Sub Sub of America, ADAS & Autonomous Cars 3% 6%
Chassis Engineering 3% China, 6% Germany, 66%
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 22 Key Activities across Sub – verticals (1/3)
Area Headcount Key Customers Project Details/Activities
BMW • Mechanical Design & Concept Development of Interior parts & Assemblies Daimler AG • Design of BIW for Passenger Cars/Design of Interior Part Ford Motor Company General Motors • Concept Design for Interior & Exterior/3D Modelling Honda • Body Engineering Hyundai Mobis Mitsubishi Motors • surface modelling Body engineering 3900 - 4000 Navistar International • Welding Fixture Design Nissan SAIC Motor • BIW Robotic Simulation Tata Motors • Robotics & Simulation Toyota Volkswagen Group • Design & Machining scale vehicle mock ups Volvo • Meshing Techniques of Sheet Metal & Plastic Vehicle Components
• Development of Sequential Control System for Special Development Vehicles • Integration of VR software updates with software packages as well as by direct ecu connection - error search and diagnosis using different tools (CAN ape, CAN oe , PIDT, PASDT) - Final vehicle Car Electronic 3900 - 4000 Toyota preparation and test drive for delivery Volkswagen Group • Application of engineering changes to vehicles with high priority. Improvement of the updating process and procedures. • Board network package and support
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 23 Key Activities across Sub – verticals (2/3)
Area Headcount Key Cusomters Project Details/Activities
• Tool Designing & Tracking • Powertrain development Daimler AG • Diesel Calibration Engineer Powertrain 550 - 600 Nissan • Drivetrain test department Engineering Renault Volkswagen Group • Diesel Engine Project • Engine Automotive project manager at Nissan Technical Centre Europe • Control of the development process of Diesel and Gasoline engines
• Crash Simulations with Metallic and Composite Automotive Structures for Passenger Cars • Full Vehicle Crash Simulation/Component Testing Daimler AG • Safety & Serviceability Test Group Safety Systems 300 - 350 Nissan • Responsible for full Vehicle Crash Simulations for load cases: Front and Side crash, following the Volkswagen Group NAR and Euro NCAP ratings for Bentley Bentayga.
BMW • Front & Rear Crash Systems Hot Farming ADAS & 150 - 200 Hella Autonomous Cars • CAB Support Testing/Radar Sensor Module Data Files & Software Release Vescom
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 24 Key Activities across Sub – verticals (3/3)
Area Headcount Key Customers Project Details/Activities
• Brake & Chassis Design Daimler AG Chassis Engineering 150 - 200 Honda • Steering & Handling Tests Hyundai Motor • Chassis Design Company • commissioning and programming for Framing lines
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 25 Tata Technologies - Automotive Outsourcing Analysis June 2018
June 2015
Source : DRAUP 26 Financial Overview – Tata Technology’s revenue stood at ~₹ 28.38B in 2018 and decreased by ₹ 1.26 B from FY 2017
Tata Technologies Limited is a company in the Tata Group that provides services in engineering and design, product lifecycle management, manufacturing, product development, and IT service management to automotive and aerospace original equipment manufacturers and their suppliers
1989 Pune Area, India ₹ 76.5 Billion ~ 5,000 Company Headquarters Year of Establishment Revenue (FY’17) Employees (FY’18)
Revenue Growth Revenue by offering (FY 2018) (in ₹ Billion) - (for 5 years ) Product 28.38 27.12 Revenue, 26.44 17% 23.95 Revenue by Geography (FY 2018) 20.45 Asia Pacific(including India) 8.54% 35% Revenue CAGR UK and Europe (5 Yrs) 39% North America 26% Service 2012-13 2013-14 2014-15 2015-16 2016-17 Revenue, 83%
Note – DRAUP data curated from Tata Technology financial reports published annually and updated in June, 2018 Source : DRAUP 27 KEY STRATEGIC PRIORITIES: Acquisition & Key Focus
Acquisition Key Focus
• Announced the acquisition of Escenda Engineering AB, allowing it to enhance • Tata Technologies help automakers design, engineer and validate the vehicles of its scale and service offering in Sweden and across Europe in 2017 to boost their the future. Their engineering and design services provide clients with the capacity international footprint as well as their capabilities in the automotive sector, where to innovate, creating new products from components to full vehicles they already support a range of global OEMs • The ER&D group provides end-to-end engineering services for product manufacturers from fully outsourced programme management to transactional engineering support. Offerings include concept development, engineering detail and design, tool design and validation, and manufacturing production services for complete products or product sub-systems and components
Note: Analysis is based on the news articles, journals etc updated in June, 2018 Source : DRAUP 28 Most of Outsourcing is focused on Body Engineering, Car Electronics and Chassis Engineering
Automotive Outsourcing by Activity
4000 – 4500 Outsouricing 15% 85% Outsourced HC Embedded Non - Embedded
Automotive Outsourcing by sub-verticals Automotive Outsourcing by Geography
United States of United America, 2% China, 1% Body Engineering 55% Kingdom, 6%
Car Electronics 12%
Chassis Engineering 12%
Sweden, 12% verticals
- Powertrain Engineering 10% Sub Sub Safety Systems 10%
Infotainment & Connected 1%
India, 80%
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 29 Key Activities across Sub – verticals (1/4)
Area Headcount Key Customers Project Details/Activities
• Performed full process simulation including springback prediction and compensation for many inner • BMW panels • Ford Motor Company • Bench marking study for fixations of sill molding, Glass Run Seal for Drop glass, Sections study for • Jaguar Land Rover Body Glasses 2300 – 2500 • NIO Engineering • Renault-Nissan- • Packaging of DIS unit, HVAC control unit, Hazard warning switch, fascia Switch. Card holder, pen Mitsubishi Alliance holder in glove box, 2Din music system, single din music system & utility Bin • Tata Motors • Volvo • Objective of this project to Design Body and load body for small truck ( New Small Truck (All version) and Crew cab/space cab)
• Working in Chassis MBD Team of Tata Technologies for Client Jaguar Land Rover. • Billing in Suspension System Tuning (SST) Team of JLR Client. Working on MATLAB Guide & simulation projects for SST.
Chassis • Responsible for design and development of chassis components like Jack, Wrench, Spare wheel 500 – 550 • Tata Motors Engineering retention, Jack and tools packaging, Instant mobility System (IMS) - Compressor, Sealant, packaging • Involved in Steering system design, Hard-point release and Package checking for X-car JLR vehicles. • Automated Vehicle Architecture model development in CATIA V5
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 30 Key Activities across Sub – verticals (2/4)
Area Headcount Key Customers Project Details/Activities
• Involved in Model Building and modification of the crush can and front long it in shape, material, and thickness to achieve good crash pulse • The project entailed the packaging of engine & its accessories in existing SUMO CAB (armored) &
Car • Tata Motors design of efficient cooling system and air intake system in a very critical and confined space, 490 – 520 Electronics • Volvo starting with the army's requirement of Power-to-weight ratio, ability to start at ambient of -30 0C and various other requirements, the design was successfully done and released for production, thereby increasing company's revenue in army sector • To support complete EPAS and ABS ECU development
• Comparison of CV and CPM model to find out which method is better based on simulation time, physical deployment co-relation and understand the better model of 2 • Worked on Seat Belt mounting Brackets • Modified B-Pillar Reinforcements as per the suggestion made by the customer. Safety • Tata Motors 440 – 450 • Seat recliner concept development. System • Volvo • Fuel filler packaging data positioning. • Full Vehicle Program Development • Highly precise and excellent approach for modal building, vehicle Integration and Crash Safety Analysis for JLR SUV
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 31 Key Activities across Sub – verticals (3/4)
Area Headcount Key Customers Project Details/Activities
• Working on Rigid flat faced moving barrier (1814 KG) with full overlap crash test. Checking for fuel system integrity as per Jaguar and Land rover standards • Design & Development of Rear Heat Shield under muffler • Tata Motors Powertrain • The project involved Design Consideration, Packaging, Concept modelling & detailing of 420 – 440 • Volvo Engineering • Jaguar Land Rover components. Creating, Modification in existing components like crankcase, cylinder head, front cover, flywheel housings, oil pan ,hoses & other part to suit the engine. Regular Interaction with R&D peoples and Application Engineer regarding technical issues • Casting and Machining of various Diesel Engine components
• Tata Motors SkoolMan Telematics system for School Buses provides a solution for the problems like delaying of the school bus. For the School Authorities and Operational heads of the School Bus Fleets, SkoolMan offers a versatile and comprehensive solution for monitoring and managing the performance of the Buses, both individually and collectively Infotainment & 30 – 40 • Tata Motors • They can not only control the routes, schedules, alerts to parents and the safe-unsafe zones Connected demarcation but also manage them dynamically based on an extensive set of reminders and reports • The Raspberry Pi( Rpi ) is a low cost, credit-card sized computer that plugs into a computer monitor or TV, and uses a standard keyboard and mouse
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 32 Key Activities across Sub – verticals (4/4)
Area Headcount Key Customers Project Details/Activities
PES: • The Next Electric Vehicle is equipped with Internet access and wireless local area network. This
Hybrid & allows the EV to share the data and various information with other devices. 10 – 30 • NIO Electric Mobility • Working on various functions like Remote window and door control, Cabin Preconditioning. • Simulation of a vehicle environment on an Android tablet and communication with another simulated HU android App that includes simulated TCU using CAN protocol."
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 33 Tata Consultancy Services- Automotive Outsourcing Analysis June 2018
June 2015
34
Source : DRAUP 34 Financial Overview – TCS revenue stood at ~ ₹1179.66B in FY 2017, increased by ₹ 93.2 B from FY 2016
Tata Consultancy Services Limited (TCS) is an Indian multinational information technology (IT) service, consulting and business solutions company. It is a subsidiary of the Tata Group
1968 Mumbai, Maharashtra, India ~ ₹ 1179.66 Billion ~ 394,998 Year of Establishment Company Headquarters Revenue (FY’18) Employees (FY’17)
Revenue by Industry (FY 2018) Revenue Growth (in ₹ Billion) - (for 5 years ) Revenue by Geography (FY 2018)
Others, 15.5% BFSI, 39.3% 1179.66 America 1086.46 53.7% Manufacturin 946.48 g, 10.9% Europe 818.09 16.98 % 629.89 Revenue CAGR 27.7% (4Yrs) India
6.4% Retail&Consu Others mer Business, 17.1% Communication,Media & Technology,17.2% 2013-14 2014-15 2015-16 2015-17 2017-18 15.5% 35
Note – DRAUP data curated from Tata Technology financial reports published annually and updated in June, 2018 Source : DRAUP 35 Most of Outsourcing is focused on Body Engineering and Car Electronics
Automotive Outsourcing by Activity
3000 - 4000 Outsouricing 58% 42% Outsourced HC Embedded Non - Embedded
Automotive Outsourcing by sub-verticals Automotive Outsourcing by Geography
Germany, 5% Sweden, 1% Soyth Korea, 1% Body Engineering 29% United Kingdom, 8% Car Electronics 22% United States Powertrain Engineering 19% of America, 38%
ADAS & Autonomous Cars 15%
verticals -
Infotainment & Connected 7% Sub Sub Japan, 23% Hybrid & Electric Mobility 4%
Chassis Engineering 4% India, 24%
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 36 Key Activities across Sub – verticals (1/4)
Area Headcount Key Customers Project Details/Activities
• Design & Development activities of Front Bumper for sedan car • Designing the detailed design for the Calibration Manager and few parts in Diagnostics • Visteon • Complex 3D modelling of automobile brake assemblies with node matching for squeal and nvh • ZF Friedrichshafen • Ford Motor analysis. Implicit and explicit analysis of fuel assemblies Company • Involved in the D-Pillar designing and Development as per New electrical gas spring • Nissan • Jaguar Land Rover • Hybrid Vehicle Program Understanding new vehicle level requirements Design Motor control • General Motors Software features to meet the Vehicle targets Design, implementation and validation of Resolver • Mitsubishi Motors Body Engineering • Tata Motors functionality for production level Motor control Software. 900 - 1000 • Hyundai Motor • Design, implementation and validation of eTPU functionality for production level Motor control Company • Toyota Software. Design: MCP application fault diagnostic strategy and Implementation of the new features • Daimler AG in MCP Software Use of Matlab for simulation of some of the control algorithms for early • Mitsubi-Renault- Nissan-Mitsubishi identification of defects Allianceshi Motors • Design & Development activities of Front Bumper for sedan car. • System Tolerance Analysis process (STAP) for Powertrain components • Involved in the D-Pillar designing and Development as per New electrical gas spring
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 37 Key Activities across Sub – verticals (2/4)
Area Headcount Key Customers Project Details/Activities
• ZF Friedrichshafen • Visteon • Fiat Chrysler Automobiles • ZF Friedrichshafen • Design and development of Height Sensors and ECU in Suspension system for JLR vehicles like • Ford Motor Company Evoque, F- Type, Discovery Sports in different Model years • Jaguar Land Rover Car Electronics 650 - 750 • Tata Motors • Model Based development using MATLAB of Application software for Body control module for FORD • Nissan project • Toyota • Renault-Nissan-Mitsubishi • Designing the automotive internals by Electrical Wiring Diagram creation for Nissan models Alliance
• Nissan • Fiat Chrysler Automobiles • Jaguar Land Rover • Development and the enhancement in the Car Battery Management System. • Johnson Controls • Developed a software simulator for AD7824 Lithium-ion Battery Monitoring ASIC (maximum of Powertrain • General Motors 550 - 650 Engineering • Daimler AG 30ASICsin daisy chain configuration)on NXPS32 K series evaluation board(X- FRDMPK144-Q100) • Volvo hardware platform • Ford Motor Company • Renault-Nissan-Mitsubishi • Development of hydrogen fuel cell system Alliance
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 38 Key Activities across Sub – verticals (3/4)
Area Headcount Key Customers Project Details/Activities
• Nissan • ADAS includes applications like Intelligent cruise control, Forward emergency braking, Pedal- • Visteon • ZF Friedrichshafen Misapplication Safety, Target Selection • General Motors • Validating cluster features like Tell-tale's, Illumination, Driver Assist-ACC, Warnings\RTTs, ADAS & • Tata Motors 400 - 500 Autonomous Cars • Ford Motor Company Diagnostics for Jaguar Land Rover • Jaguar Land Rover • Development of RADAR based applications for Automated Driver Assistance Systems (ADAS) and • Toyota • Mitsubishi Motors simulation and testing the same • Renault-Nissan- • Design & Development of Wheel Speed Sensors (WSS) and brackets for Indian subcontinent Mitsubishi Alliance
• Design & development of Car Infotainment system for Harman International • Nissan • Jaguar Land Rover • Device drivers development in common platform for major automotive groups- Volvo, Daimler , Infotainment & • Harman International 200 - 300 Honda and Chrysler. Main involvement in audio/video drivers and Common low level drivers Connected Industries • Volvo • Designing & testing In-Vehicle Infotainment for Nissan Cars • Daimler AG • Ford Motor Company
Source : DRAUP 39 Key Activities across Sub – verticals (4/4)
Area Headcount Key Customers Project Details/Activities
• ZF Friedrichshafen • Design and Development of foundation brake components (Calliper, Bracket, Pad Assy etc) and • Nissan Actuation unit components (Booster, Master Cylinder etc) and Actuation unit. Making 3D models, 2D • Jaguar Land Rover Chassis • Renault-Nissan- drawings, BOM, Assembly modelling and Drafting, Deciding tolerances 100 - 200 Engineering Mitsubishi Alliance • Designing, costing, outsourcing, manufacturing and shipping to assembly line of SCS modulator bracket for brakes control system
• Design, implementation and validation of e-TPU functionality for production level Motor control Software • Fiat Chrysler Automobiles • High frequency wireless charger system is High frequency Inverter prototype developed for • Tata Motors Hybrid & Electric 100 - 200 • Nissan energising the ground coil of Electric vehicle wireless charging system Mobility • ZF Friedrichshafen • High frequency wireless charger system is High frequency Inverter prototype developed for • Ford Motor Company energising the ground coil of Electric vehicle wireless charging system
• Involves complete diagnostic testing of communication modules comprising ABS functionalities as Safety Systems per specifications provided by the customer. Involves diagnostic testing for all Diagnostic Service 10 - 20 Fiat Chrysler Automobiles Identifiers (SID) by developing test scripts using CAPL Scripting according to the specification document provided for the software
Source : DRAUP 40 Alten - Automotive Outsourcing Analysis June 2018
41
Source : DRAUP 41 Financial Overview – Alten’s revenue stood at ~ € 1.98B in 2017 and increased by € 0.23B from FY 2016
• Alten French multinational technology consulting and engineering company. • Alten Automotive Provides 22.1% revenue to Alten group
1988 € 1.98 Billion ~ 28,000 Year of Establishment Boulogne-Billancourt, France Employees (FY’17) Company Headquarters Revenue (FY’17)
Revenue Growth Revenue by Industry (FY 2017) (in € Billion) - (for 5 years ) Revenue by Geography (FY 2017)
France AEROSPACE/S 1.98 12.87 % PACE, 15.60% AUTOMOTIVE, 41% 22.10% 1.75 Revenue CAGR Europe 1.54 (5 Yrs) 1.37 41.01% 1.22 Africa & Middle -East 1.82% Asia India/% China
10.77% RAIL/NAVAL, USA Canada 2.70% 2013-14 2014-15 2015-16 2016-17 2017-18 5.10% DEFENCE & SECURITY, 42 4.40%
Note – DRAUP data curated from Alten financial reports published annually and updated in February, 2018 Source : DRAUP 42 KEY STRATEGIC PRIORITIES: Acquisitions, Key Focus, Partnerships and Investment
Acquisitions Key Focus
• On 14 January 2014, Alten acquired Inventive Engineering who worked for • Alten integrated new technologies like robots, augmented reality, big data, 3D various types of designers & Manufacturers of piping plants, De-dusting printing,etc, mobilizing Alten know-how in Lean manufacturing, supply chain systems plants, oil engines, gear boxes, conveyor systems. and digitalization. • On 1 January 2009, Alten acquired B2i Automotive Engineering SPAS which • Alten focusing on development of electric vehicles, develop advanced provide consulting and advanced technology engineering services and driver-assist systems (ADAS) and autonomous vehicles. outsourced R&D activities to blue-chip companies. • Focusing on perfecting ADAS detection systems, artificial intelligence, vehicle to vehicle (V2V) communication and vehicle to infrastructure (V2i) communication.
Partnerships Investment
• On February 2013, partnered with Maini Group an Indian premier design and • Alten Group inaugurated its “Embedded systems Automotive and manufacturing entity, which offer specialized system engineering and design- Aeronautics” branch at the Fez Shore Park on March 2017. to-manufacturing services to global aerospace and defense equipment • “Embedded Systems Automotive and Aeronautics” branch aims to initiate an manufactures. Engineering Services Outsourcing (ESO) ecosystem in Fes by creating more • Alten and cresttek, an engineering service firm based in Dublin, on January than 300 engineering positions, mainly in automotive and aeronautical 2018 entered into the contract to provide engineering communication services embedded systems. for the smart mobility corridor project. Ohio’s first road outfitted with smart
infrastructure. The contract will run for 18 months. 43
Note: Analysis is based on the news articles, journals etc updated in June, 2018 Source : DRAUP 43 Most of Outsourcing is focused on Powertrain and Body Engineering
Automotive Outsourcing by Activity
6500 – 7000 Outsouricing 30% 70% Outsourced HC Embedded Non - Embedded
Automotive Outsourcing by sub-verticals Automotive Outsourcing by Geography
United Unites States, Kingdom, 2% 1% Powertrain Engineering 38%
Body Engineering 23% Sweden, 7% Germany, 8% Car Electronics 12% Romania,
Infotainment & Connected 10% 13% verticals
- Hybrid & Electric Mobility 7% United States
Sub Sub Safety Systems 5% of America, 2% ADAS & Autonomous Cars 4% France, 68% Chassis Engineering 2%
44
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 44 Key Activities across Sub – verticals (1/3)
Area Headcount Key Customers Project Details/Activities
• Testing & Validation of Powertrain/Drivetrain BMW • Engine Management System Lead Calibration for developing life series Diesel Engine Robert Bosch GmbH Continental AG • Validation Activity on enhance HIL Powertrain Renault Powertrain Systems 1100 - 1200 • Develop Test on Vehicle processing Tools/Engine Dynamometer Bench Groupe PSA Volvo • Validation of the Models & Vehicles Delphi Automotive • Fuel System Development Valeo Volkswagen Group • Automation of Engine Dynamometers Testing • 3D Design & Production of Models & Drawings for Brackets/Hose Routing/Hydraulic Piping
• Vibrational Comfort/Body Sound Acoustics/Sound Acoustic & Drive Development Acoustic • Testing all the functionalities of BMW seats for Passenger Cars BMW Continental AG • Design on Frame & Welded Structures for Military Vehicles Renault • Connector & Plastic part Engineering Groupe PSA Body Engineering 700 - 750 Delphi Automotive • Interior Lighting Valeo • Faurecia Seating Faurecia Volkswagen Group • Cab Development, Mechanical Testing Renault-Nissan- • Program Manufacturing Mitsubishi Alliance
45
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 45 Key Activities across Sub – verticals (2/3)
Area Headcount Key Customers Project Details/Activities
• Simulation of Hybrid Electric BMW • Developing, Testing, Debugging boot loader code on Electronic Control Units used in Automotive Continental AG Car Electronics 350 - 400 Groupe PSA • Validation Microelectronics ASIC Automotive position Sensors/Test Daughterboard Volvo • Development/Validation/Integration of Electrical Connectors Valeo Visteon • Performance & Consumption Simulation of Hybrid & Electric Vehicle • Mechanical Simulation/Mechanical Validation/Electric Super Load ESC
Infotainment & 300 - 350 • Design/Development/Integration/Validation of Electronic part in Multimedia Connector Connected Renault Groupe PSA • Multimedia Simulation on Front Axles/Rear Axles/Full Vehicle Assemblies • Integration & Development of Radio Frequency Servitude Case
• EMC Filter Charge Hybrid & 200 - 250 Renault • platform that simulates fuel consumption and CO2 emissions on Hybrid Vehicles. Developing it for it Electric Mobility Valeo Faurecia to be able to simulate more complex / exotic hybrid architectures. • Ensure and optimize the costs of all tail pipe parts provided to Faurecia Exhaust System Messei plant in France
46
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 46 Key Activities across Sub – verticals (3/3)
Area Headcount Key Customers Project Details/Activities
Safety Systems 100 - 150 Renault • Testing of Vehicles
• Cruise Control System ADAS & 100 - 150 • Highway Automated Driving system that intends to make driving autonomous on highways Valeo Autonomous Cars • Monitoring of the fatigue level of the drivers • Prototype for Semi Automated Driving Assistance Systems
• Design & Safety Functional concept/Development Integration & Testing/On-Board-Diagnosis Chassis Engineering 50 - 100 Continental AG • Develop C Embedded Software for current & future Automotive Control Systems/Low Level Software Volkswagen Group Development & Testing on Renesas Controllers • Software Consultant Automotive
47
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 47 Akka Technologies- Automotive Outsourcing Analysis
June 2018
June 2015
48
Source : DRAUP 48 Financial Overview – Akka Technologies revenue stood at ~€ 1.3B in FY 2017, increased by € 0.2 B from FY 2016
The AKKA Group, an engineering and technology consulting company, supports its clients in meeting their challenges
1984 Paris, France ~ € 1.3 Billion ~ 15,500 Year of Establishment Company Headquarters Revenue (FY’17) Employees (FY’17)
Revenue by Industry Revenue Growth (in € Billion) (FY 2018) Railways, - (for 5 years ) Defence, 2% Others, 1% Services, 4% 1.33 4% Revenue by Geography (FY 2017) Energy, 4% 1.12 Automotive, 42% 1 France Life 0.89 Sciences, 0.87 7% 11.19% 41% Revenue CAGR Germany (5 Yrs)
37% Suppliers, 10% Rest of the World
22% Aeronautics, 22% 2013 2014 2015 2016 2017 49
Note – DRAUP data curated from Tata Technology financial reports published annually and updated in June, 2018 Source : DRAUP 49 KEY STRATEGIC PRIORITIES: Acquisition, Key Focus, Partnerships & Investments
Acquisition Key Focus Partnerships
• On October 2017, Acquired Bertone, Italy’s • Development of new features for the final customer • Akka partnered with iconic motors and Microsoft prestige designer brand. This acquisition is a regarding the car’s connected parking-assistance to develop a full level 5 autonomous car in March part of the strategy to enlarge the offerings of system. These developments rely on the Group’s 2018 the AKKA Group in certain promising, high skills in IT, embedded electronics and dependability. added-value niches and the goal is to speed • Unveiled a “cockpit of the future” project for up diversification in emerging countries under connected and autonomous vehicles in 2018 by the umbrella of a unique, recognized brand capitalising on its expertise in connected technologies, software, integration and car design, AKKA notably ensured the integration of all components onboard, designed the mechanical structure and contributed to the development of the “Smart Life on Board” concept • AKKA invested in automotive embedded systems associated with telematics and ADAS (Advanced Driver Assistance Systems) functions, allows us to support you in your future developmen
50
Note: Analysis is based on the news articles, journals etc updated in June, 2018 Source : DRAUP 50 Most of Outsourcing is focused on Body Engineering and Powertrain Engineering
Automotive Outsourcing by Activity
2500 - 3000 Outsouricing 50% 50% Outsourced HC Embedded Non - Embedded
Automotive Outsourcing by sub-verticals Automotive Outsourcing by Geography
United United Belgium, 2% States of Body Engineering 32% Kingdom, 3% America, 1%
Powertrain Engineering 23% japan, 5% Car Electronics 22% Sweden, 5% ADAS & Autonomous Cars 13%
verticals Germany,
- Safety System 4% 8% France, 56%
Sub Sub Hybrid & Electric Mobility 3%
Infotainment & Connected 2% Italy, 8%
Chassis Engineering 1% Romania, 12% 51
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 51 Key Activities across Sub – verticals (1/3)
Area Headcount Key Customers Project Details/Activities
• Fiat Chrysler Automobiles • Daimler AG • BMW • Design finishes Internal / external, fuel supply systems made of plastic • Renault • Groupe PSA • FCA door panels, side panelling and door Fiat 500L Body Engineering 800 - 900 • Delphi Automotive • Design of Sheet metal & plastic brackets • Yamaha Motor Company • Development of New Central Touch Panel Screens • Faurecia • Development interior trim parts, plastic parts, carpets and foam parts-for FAURECIA • Renault-Nissan- Mitsubishi Alliance • JTEKT Corporation
• Fiat Chrysler Automobiles • Development & Design of parts Engine compartment • Daimler AG • Work on engine mounts perimeter regarding Renault-Nissan convergence also includes reliability • Toyota Powertrain issues 600 - 700 • BMW Systems • Continental AG • 1D Simulation in AME Sim/Development of Diesel & Fuel Injection System in Evaluation of FIS • Renault • Valeo model in AME Sim (Consultant) • Renault-Nissan- • 3D Design & Conception of Engine Mountings Mitsubishi Alliance 52
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 52 Key Activities across Sub – verticals (2/3)
Area Headcount Key Customers Project Details/Activities
• Fiat Chrysler Automobiles • Daimler AG • Development of MATLAB tools for Automated Measurement Data Analysis for Fuel cells/Model • BMW based Function development & testing on AUTOSAR Software Components for body Electronics Car Electronics 550 - 650 • Nissan • Renault • Product Development of Security electronics like electric steering lock, hands free power liftgate, • Groupe PSA alarm system (siren and ultrasound module and anti lifting) • Volvo • Valeo
ADAS & • Development of New Central Touch Panel Screens with PSA/Renault • Renault Autonomous Cars 300 - 400 • Electronic Development of the Systems (Horn/Rain Sensor Light/Level Sensor/System Wiping) • Valeo • Anti-Collision System Test
• Advanced Emergency Braking System detection • Renault Safety Systems 80 - 150 • Hyundai Mobis • Software Developer in Automotive Sector • BMW • Retractor development
53
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 53 Key Activities across Sub – verticals (3/3)
Area Headcount Key Customers Project Details/Activities
Hybrid & 50 - 80 • Renault Electric Mobility • Creation of Energy Synthesis Platform (Conventional/Hybrid/Electric Vehicles)
• High speed frontal impact testing at Fiat Safety Centre Infotainment & • Google Android Auto Feature Referent at Magneti Marelli 50 - 80 • Fiat Chrysler Connected Automobiles • Component software development for in-vehicle infotainment. Development activities include the analysis of: System Requirements, Software Requirements, Model Based Development, Testing
Chassis • Fiat Chrysler 20 -50 Engineering Automobiles • Design of a front knuckle on a Chrysler 300 SRT
54
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 54 Assystem - Automotive outsourcing Analysis
June 2018 June 2015
Source : DRAUP 55 Financial Overview – Assystem revenue stood at ~€ 0.39B in 2017 and decreased by € 0.56B from FY 2016
Assystem is an international engineering services consulting company. It resulted from the merger, in 1995, of ATEM and Alphatem. Assystem consists of two divisions, Energy & Infrastructure and Global Product Solutions.
1966 Paris, France 0.39 € Billion ~ 11,092 Company Headquarters Year of Establishment Revenue (FY’17) Employees (FY’17)
Revenue by Industry Revenue Growth Revenue by Geography (FY 2018) (FY 2018) (in € Billion) - (for 5 years ) America Other, 3% 0.95 0.91 Staffing, 11% 0.86 0.866 54% Europe 27% -17.94 % India 0.39 Revenue 7% CAGR Rest of the world (5 Yrs) 12%
2013 2014 2015 2016 2017 Energy&infrastructure, 86%
Note – DRAUP data curated from Tata Technology financial reports published annually and updated in June, 2018 Note – Assystem had a major change in its organization structure forming a new scope of fully-consolidated companies Source : DRAUP 56 KEY STRATEGIC PRIORITIES: Acquisition, Key Focus, Partnerships & Investments
Acquisition Key Focus Partnerships
• Assystem has acquired 100% of the shares • Provides end-to-end-solutions for the • Automotive Solutions Germany (ASG), member of Engineering Partner Automotive Nordic development and test of automotive software, of Assystem Technologies and automotive AB ("Engineering Partner"),a leading specialist of electric/electronic systems and mechatronic lighting solutions specialist, supported Sono engineering services rendered to the automotive solutions, such as lighting - from the Motors by developing the exterior lighting of its’ and industrial markets in 2017 to enlarge their technological idea to the series Sion electrical solar car, the first series vehicle global automotive offering, reinforce their capable of recharging its’ battery from the sun in capability to propose work packages • They mainly focus on the development and 2018 testing of embedded systems, software and lighting systems
Note: Analysis is based on the news articles, journals etc updated in June, 2018 Source : DRAUP 57 Most of Outsourcing is focused on Car Electronics, Powertrain Engineering and Body Engineering
Automotive Outsourcing by Activity
2400 – 2600 Outsouricing 69% 31% Outsourced HC Embedded Non - Embedded
Automotive Outsourcing by sub-verticals Automotive Outsourcing by Geography
United India, 1% South United States Kingdom, 2% Korea of America, 1% Car Electronics 24% Sweden, 5% , 1% Powertrain Engineering 24% Japan, 6% Body Engineering 21% Germany, 11% France, 53%
ADAS & Autonomous Cars 11% verticals
- Infotainment & Connected 8%
Sub Sub Safety Systems 7% Romania, 21% Chassis Engineering 3%
Hybrid & Electric Mobility 0%
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 58 Key Activities across Sub – verticals (1/4)
Area Headcount Key Customers Project Details/Activities
• Design, modification and correction of 3D models in Catia V5 and Catia V6 (Part Design, Assembly • BMW Design, Generative Shape Design, Sheet Metal Design) • Daimler AG • Faurecia • Design, modification and correction of 2D drawings (Drafting) • Groupe PSA Powertrain • The 3D/2D models consist of cooling, lubrication and fuel system components, involving their 600 – 620 • Renault Engineering • Renault-Nissan- implementation in compact environments and also modifications on main engine components such Mitsubishi Alliance as engine blocks, cylinder heads and baseplates • Robert Bosch GmbH • Developer Engine Control/Air Loop Management/Application for Medium & Heavy Duty Diesel • Volvo Engine Control
• Failure Reactions and Diagnostics Tests for Daimler Automated Manual Transmission (AMT) ECUs in HiL • BMW • Working as an external employee for BMW on the electrical and hybrid vehicles projects • Daimler AG • Hella • Modifying the Electronic & Electrical Architecture of serial vehicle Car • Johnson Controls 550 – 600 • Functional Specification of Various functions of trucks (Speed Control, Auxiliary Braking) Electronics • Renault • Renault-Nissan- • product development by various Tier1 automotive suppliers: Continental, Visteon, TOMTOM, Mitsubishi Alliance BOSCH, Ficosa Hella • Volvo • Testing and validating the CC/SL, FSL , OSP, ACC , LDP, functions for all Renault-Nissan. All projects are integrated in the Engine Control Module software on HIL environment
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 59 Key Activities across Sub – verticals (2/4)
Area Headcount Key Customers Project Details/Activities
• Continental AG • Daimler AG • Groupe PSA • Comfort and Seat Comfort for specific car lines produced by Daimler AG • Hyundai Motor Company • Responsible for the perimeters Interior Trims, Dashboard, Exterior Trims Body 520 – 540 • Nissan Engineering • Testing Insulated Switch Gear/Saturation/Winding Resistance/Ratio & Polarity Test • Renault • Renault-Nissan- • Manage the team and help them on a modification appear on to perimeter of activity Mitsubishi Alliance • Responsible of Seats & Instrument Panel Ornaments/Development of New Parts Colours & Fabrics • Toyota • Volkswagen Group
• Developing different tests for HiL validations according to the clients specifications (Bosch, Valeo) in an internal pseudo-language; - Validate different auto-related functions (ADAS, GSI, Eco Coach, • Volvo CAN and LIN networks, etc.) according to the clients specifications (Bosch, Valeo) ADAS & • Renault-Nissan- 250 – 300 • Voice Recognition & Text-To-Speech Engineer for Renault/Nissan Projects Autonomous Cars Mitsubishi Alliance • Renault • Manual and automated Cruise Control/Adaptive Cruise Control/Speed Limiter/Fixed Speed Limiter/ Overspeed Prevention/Traffic Jam Prevention functions validation for Renault and Nissan architectures
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 60 Key Activities across Sub – verticals (3/4)
Area Headcount Key Customers Project Details/Activities
• Analysing a large amount of data in order to determine the root cause of a connectivity error on
• BMW BMW models/connectivity specifications and innovations of the BMW • Delphi Automotive Infotainment & • Automation Test Development with Python (Connectivity & Entertainment tests for Receiver Audio 200 – 220 • Renault Connected • Robert Bosch Module and BMW Head Units) IOP test (Interoperability Testing) GmbH • Multimedia, In-Vehicle CAN Communication, Connectivity, Lightening, Stolen Vehicles Tracking • Development on the function of Vehicle Load Indicator in HMIIOM project
• Designing of the Vehicle Access & Protection Perimeter Parts • Renault Safety 150 – 200 • Renault-Nissan- Systems • New automotive projects for Renault - Nissan Alliance Mitsubishi Alliance • Passive safety, restraint system and seats parts development and integration
Chassis 80 – 90 • Renault Engineering • Braking system implementation and development for series vehicles
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 61 Key Activities across Sub – verticals (4/4)
Area Headcount Key Customers Project Details/Activities
Hybrid & • Renault-Nissan- 10 – 20 Electric Mobility Mitsubishi Alliance • Mechanical development of a Robotised Speed Box and a Hybrid Gearbox, Testing of Benches
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June,2018 Source : DRAUP 62 KPIT - Automotive Outsourcing Analysis June 2018
63
Source : DRAUP 63 Financial Overview – KPIT Technologies revenue stood at ~₹33.23 B in 2017 and increased by ₹0.97B from FY 2016
KPIT Technologies Limited is an Indian multinational corporation, it provides IT Consulting and Product Engineering solutions and services to Automotive and Transportation, Consumer and Industrial Goods, Energy and Resources, Utilities, High Tech, and Life Sciences companies.
1990 Pune Area, India ₹76.5 Billion ~ 12,000 Company Headquarters Year of Establishment Revenue (FY’17) Employees (FY’18)
Revenue Growth Revenue by Service (FY 2018) (in ₹ Billion) - (for 5 years ) Digital Transformation, Products & Platform, 32.26 33.23 10% 4% 29.89 26.94 Revenue by Geography (FY 2018)
22.38 USA Integrated Enterprise 10.39 % 68% solutions, 29% Revenue CAGR Europe (5 Yrs) 17% Rest of the world SAP, 23% 15% 2013 2014 2015 2016 2017 Product Engineering services , 34% 64
Note – DRAUP data curated from Tata Technology financial reports published annually and updated in June, 2018 Source : DRAUP 64 KEY STRATEGIC PRIORITIES: Acquisition, Key Focus, Partnerships & Investments
Acquisition Key Focus
• KPIT Technologies focuses on Automotive software security, technology for • KPIT and the CK Birla Group owned Birlasoft and the company focusses on secured, shared and synchronised data across multiple networks and advanced Automotive Engineering and Mobility Solutions in 2018 control techniques for complex
• In the Automotive industry the major focus area or trends include in-car connectivity, shared transportation, open source 3D printing for better costs and driveless cars
65
Note: Analysis is based on the news articles, journals etc updated in June, 2018 Source : DRAUP 65 Most of Outsourcing is focused on Car Electronics and Infotainment & Connected
Automotive Outsourcing by Activity
2100 – 2200 Outsouricing 77% 23% Outsourced HC Embedded Non - Embedded
Automotive Outsourcing by sub-verticals Automotive Outsourcing by Geography
United France, 2% Car Electronics Kingdom, 9% 28% Germany, 9% Sweden, 3% Infotainment & Connected 19% South Korea, 5% Body Engineering 17%
Powertrain Engineering 16%
verticals ADAS & Autonomous Cars 9% -
Safety Systems 6% Sub Sub United States India, 32% of America, Chassis Engineering 5% 36% Hybrid & Electric Mobility 2% Japan, 5%
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on June, 2018 Source : DRAUP 66 Key Activities across Sub – verticals (1/5)
Area Headcount Key Customers Project Details/Activities
• The purpose of this project is to configure and integrate all Autosar-4.2.1 Mcal, Bsw and RTE with • Aisin Seiki BMW provided BAC (Bmw Autosar Core) modules and test it on target for acceptance testing • BMW • Continental AG • Task involves analysing the requirement for integration and configuration of BAC modules and • Daimler AG Autosar-4.2.1 stack (Mcal, Bsw and RTE). Meeting all their delivery schedule lines and helping • Delphi Automotive • Fiat Chrysler them perform more efficiently Automobiles • Develop physics based algorithms for applicable for EMS feature, AUTOSAR Compliant, • Ford Motor Car 600 – 620 Company Incorporation of elements of ISO 26262, Autocode generation of embedded software Electronics • General Motors • This project development includes capturing of the entire CAN signal fault, ECU layer fault and • Honda • Hyundai Motor external fault from different models and to map the fault with appropriate DTC and setting Company reactions or Degradation of features for latched DTC. Also capturing values of local and global • Jaguar Land Rover • PACCR variables with latched DTC information • Volvo • Developing the innovative techniques in Electronic Brakes System to get the better stopping • ZF Friedrichshafen distance and saving energy while braking(Regenerative Brake systems
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 67 Key Activities across Sub – verticals (2/5)
Area Headcount Key Customers Project Details/Activities
• Testing of HMI and BL of software developed by KPIT for continental infotainment system. Testing • Continental AG is done for various modules on HMI screens • Denso • To identify scope of automation and develop tools for the ODC for achieving productivity and • Fiat Chrysler Automobiles quality Infotainment & • General Motors 400 – 420 • Gen 3.0 is a Multimedia System developed in three variants namely, Gen 3.0 LCD Display System Connected • Honda • Hyundai Motor is Hard key based for low end cars, Gen 3.0 TFT Display System is Touch key Company • This project is a completed life cycle development of car infotainment system, from requirements • PACCAR • Volvo analysis, design, development and testing • Involved in Coding & Development of Wifi 2.5GHz and 5GHz for AP,STA and P2P mode
• It is small, manually-loaded equipment for standard assembly operations, to guarantee precision, • Continental AG • Denso control and repetitiveness in the production cycle • Fiat Chrysler • Responsible mainly for CAB Interior work (Sheet metal and Plastic). Most of the works are cost Automobiles Body • General Motors reduction projects 350 – 400 Engineering • Honda • Product Development and Part Modification For Dashboard ,Interior Trims, Door, & Exterior Part. • Hyundai Motor Company Draft analysis. Tooling Feasibility Interference check and Packaging • PACCAR • Involved in the phase of development, unit testing for ATB, Wi-Fi, Connection Manager and USB • Volvo modules.
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 68 Key Activities across Sub – verticals (3/5)
Area Headcount Key Customers Project Details/Activities
• The integrated lubrication module of the MX-13 combines filters, a thermostat and an oil cooler joined directly to the engine without external lines to maintain oil quality and extend service • Daimler AG • Fiat Chrysler intervals Automobiles • To develop the C code from Fixed point Simulink model and prepare test cases, modification and • Ford Motor Powertrain 340 – 380 Company testing of the existing Engine Management modules Engineering • Johnson Controls • Creating 3D modelling of plastic battery parts, lead components and battery assembly, drafting of • PACCR • Renault-Nissan- parts and assemblies for Automotive Mitsubishi Alliance • This project is about SIL testing, after receiving all the inputs (Mat lab model, Code, specification, configuration details, Xml files) workspace will be created by COVM tool
• The SAS is a control unit which offers calculating power for several functions. The hardware itself does not contain any sensors or drivers for actuators • Continental AG • Fiat Chrysler • This is used in Car Dashboard system for Infotainment which includes multimedia, email, sms, ADAS & Automobiles 200 – 220 contact book, usb and iPod connectivity features along with Vehicle features Autonomous Cars • General Motors • Honda • Maintain accurately the drivers desired speed by actuating the throttle accelerator pedal linkage • Jaguar Land Rover without any intervention from drivers side, driver can set the cruise control with cruise switches, ON, OFF, RESUME, Set/ Accel that are located in the steering wheel
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 69 Key Activities across Sub – verticals (4/5)
Area Headcount Key Customers Project Details/Activities
• This project deals with Modelling SSC Layer, VSC layer and ASC layer in Vehicle application through Autosar Software Architecture • Continental AG • A Comfort feature helping occupants to buckle up automatically, these at belt buckle is lifted Safety • Jaguar Land Rover 110 – 130 upwards into an easy accessible position sensed through a sensor present on ECU Systems • Tata Motors • ZF Friedrichshafen • OnStar is a service relies on voice and data communication and it allows users to contact their call centres during an Emergency
• Developing Core Team Structure Model to provide technical assistance support to development and testing Teams globally for infotainment product Successfully conducted gap analysis by comparing with competitor products and identified the current trends / new features in automotive industry for product enhancement • Delphi Automotive Chassis 100 – 110 • Jaguar Land Rover • Created insulation for Engine cover in Cab over engine trucks to avoid engine cover from getting Engineering • PACCAR over heated • Design and Modification of different sheet-metal brackets for mounting different components. Modification in existing exhaust system layout like designing new heat shield, pipe, bracket for mounting and detailing of installation
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 70 Key Activities across Sub – verticals (5/5)
Area Headcount Key Customers Project Details/Activities
• To test the various functionalities of a Hybrid Engine like Auto Start Stop, Hybrid Power Mode, Drive Assist etc. and automation of the process using M-Scripting • Fiat Chrysler • Mathematical modelling of Powertrain features using Linear, Non-Linear & Adaptive Control Automobiles Hybrid & 30 – 40 • General Motors Systems and development of Multi-Mode hybrid powertrain architectures to support various future Electric Mobility • Renault-Nissan- vehicle platforms Mitsubishi Alliance • Involved in preparing of design documents, code development from MATLAB Simulink model, generation of test cases using React is and Unit testing of code using Reacti s for C
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 71 L&T Technology Services – Automotive Outsourcing Analysis
June 2018 May 2015
72
Source : DRAUP 72 Financial Overview – L&T Technology Services revenue stood at ~$ 0.484B in 2017 and increased by $0.016 B from FY 2016
L&T Technology Services is a is a multi-national publicly traded engineering and research & development services subsidiary of the Indian-based conglomerate Larsen & Toubro (L&T)
2001 Vadodara, India $0.484 Billion ~ 12,300 Company Headquarters Year of Establishment Revenue (FY’17) Employees (FY’17)
Revenue by Industry Revenue Growth Revenue by Geography (FY 2017) (FY 2017) (in $ Billion) - (for 3 years ) Medical Devices Transportation , 8% , 32% North America 6.90 % Process 0.468 0.484 0.428 Revenue CAGR Industry (3 Yrs) 60.99% , 12% Europe 19.46% India 9.26% Rest of the world 2015 2016 2017 Telecom & Hi- Industrial 10.29% tech, 25.00% Products, 23%73
Note – DRAUP data curated from Tata Technology financial reports published annually and updated in June, 2018 Source : DRAUP 73 KEY STRATEGIC PRIORITIES: Acquisition & Key Focus
Acquisition Key Focus
• L&T Technology Services Ltd, acquired 100% stake, or 11.10 million shares of • L&T Technology Services focus with digital start-ups proliferating globally and Esencia, from 18 shareholders paying special attention to AV technologies, traditional automakers are • This acquisition is for advanced silicon and wireless networking technologies and partnering with them to gain a competitive edge enabled the company to offer very large scale integration (VLSI) and application • Limited focused on Engineering and R&D (ER&D) services and offers consultancy, specific integrated circuit (ASIC) services to its global customers across hi-tech and design, development and testing services across the product and process semiconductor industries development life cycle
74
Note: Analysis is based on the news articles, journals etc updated in June, 2018 Source : DRAUP 74 Most of this Outsourcing is focused on Body Engineering, Car Electronics, Chassis Engineering
Automotive Outsourcing by Activity
1200– 1500 Outsouricing 44% 56% Outsourced HC Embedded Non - Embedded
Automotive Outsourcing by sub-verticals Automotive Outsourcing by Geography
Sweden, 3% Mexico, 1% Body Engineering 20% Ohio Area, 3%
Car Electronics 20% Italy, 4% India, 31% Chassis Engineering 20% France, 4%
ADAS & Autonomous Cars 15%
Japan, 13% verticals
- Infotainment & Connected 10%
Sub Sub Powertrain Engineering 6% United States Germany, of America, 24% Safety Systems 6% 17%
Hybrid & Electric Mobility 2%
75
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 75 Key Activities across Sub – verticals (1/4)
Area Headcount Key Customers Project Details/Activities
• BMW • Software development modules like Engine Hour meter, Air pressure, Warning are implemented as a • Calsonic Kanski single entity for different type of clusters • Continental AG • Daimler AG • ThemainobjectiveforthisprojectistotestthefunctionalityforPowerwindowsandMirrorsforpassengercars.T Body 250-300 • Delphi Automotive Engineering hereareDCUandRDMhardwaresimulatorswhichareconnectedtotheRear,Driverpowerwindows,Switchp • Honda • Renault acksandmirrors. • Takata Corporation • Feasibility study for New style surface (Pillar Trims, Door Trim, Door Armrest, Steering Wheel, Switch • Volvo Garnish, Driver & Passenger Airbags covers etc.). Generate 3D model for the approved Class A surface and Master Section
• Continental AG • Daimler AG • Software System level testing which includes requirement analysis Chassis 200- 270 • Ford Motor Company Engineering • Volkswagen Group • Automation using CAPL test script, Updating test specification in DOORS • Updating test specification in DOORS
76
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 76 Key Activities across Sub – verticals (2/4)
Area Headcount Key Customers Project Details/Activities
• Migrate the existing BCM State mate model sto Simulink/State flow • Calsonic Kanski • Design the test cases as per the system Requirement, Updating system requirement and test cases • Continental AG • Delphi Automotive into DOORS. • Fiat Chrysler Automobiles Car Electronics 200- 270 • Manual Testing of the functionality of PODS with each software release • Ford Motor Company • Johnson Controls • CAPMfunctionalityColumnandPedalMemoryforTiltandTelescopicmovement,EEFunctionalitytesting • volvo • Verification and validation of the functionality for the Door Control Unit PDM, DDM and RDM • Testing of functionality for Power Windows, Power Mirrors and indicators
• For Adaptive Cruise Control, Automatic Emergency Braking System, Lane Keep Distance Functionalities • Calsonic Kanski ADAS & • Continental AG • Active safety vision module, it is used in Advance Car for different features like, Lane detection, Lane 150-200 Autonomous Cars • Delphi Automotive detection warning, Object Detection & Lane Keep assistance • Renault • The purpose of this project is to provide ADAS R&D support to RADAR System Architects in Germany. The Project involves Data Evaluations, GUI/Tool development and Test Automation
77
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 77 Key Activities across Sub – verticals (3/4)
Area Headcount Key Customers Project Details/Activities
• Securing the vehicle from the malicious attack using CAN, Diagnostics and security protocols • BMW • Tata Ergo is an instrument cluster developed based on LCP platform. This instrument cluster is for • Continental AG Infotainment & • Delphi Automotive commercial vehicle Trucks. The platform provides several components for design, offline testing and Connected 100-150 • Fiat Chrysler Automobiles implementation as well as interfaces to external tools. • Ford Motor Company • Volkswagen Group • Infotainment consists of information and entertainment features of the vehicle such as Radio, Media, App Connect, Bluetooth and WLAN connectivity, Navigation, TMC, CAR information from sensor etc.
• Development of a tool for automation of Modelling/ drafting/ assembly creation of Heat Exchange
• Calsonic Kansei • Development of Engine ATS for HDT vehicle for BS IV/V Development of Engine ATS for Bus Powertrain Engineering 50-100 • Daimler AG vehicle for BS IV/V Durability trials for engine and ATS DVP&R for engine and After treatment • Volkswagen Group system Field failure analysis and recommendations • Test of different Hall layout system scenario are included in release management tasks
78
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 78 Key Activities across Sub – verticals (4/4)
Area Headcount Key Customers Project Details/Activities
• ThisisasafetycomponentforWiperwasherSWCusedinrecentBMWcars.ItactsasadispatcherbetweenWip erwasherclientandWiperwasherDriver.MainobjectiveofthisSWCistotakecontrolofdrivingthefrontwipersi • BMW Safety Systems nsafetycriticalsituations 50-100 • General Motors • Takata Corporation • To determine / decide front passenger seat occupancy status and occupant classification for Airbag • Define layers for main panels, seams, silica gel, cutting elements in 3d and in 2d. • Prepare manufacturing drawings using start-up file for cushion and cut sets.
• BMW develops their own Powertrain MATLAB Models for Electric(I01, I12 etc) and Hybrid Vehicles. Scope of work • is to maintain the Tooling Scripts for Code generation while considering Layer & Architectural Hybrid & Electric Mobility 20-50 • BMW changes. With • developed tool chain, code is generated out of freeze MATLAB Models, Compile & Integrate them into the • complete project
79
Note - Above analysis is based on data taken from DRAUP engineering module, updated as on May,2018 Source : DRAUP 79 Source : DRAUP 80