Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational...

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16 January 2019 Deutsche Bank Global Auto Industry Conference

Transcript of Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational...

Page 1: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

16 January 2019

Deutsche Bank

Global Auto Industry

Conference

Page 2: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Forward-looking statements

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This presentation, as well as other

statements made by Delphi Technologies

PLC (the “Company”), contains forward-

looking statements that reflect, when

made, the Company’s current views with

respect to current events, certain

investments and acquisitions and

financial performance. Such forward-

looking statements are subject to many

risks, uncertainties and factors relating to

the Company’s operations and business

environment, which may cause the

actual results of the Company to be

materially different from any future

results.

All statements that address future

operating, financial or business

performance or the Company’s

strategies or expectations are forward-

looking statements. Factors that could

cause actual results to differ materially

from these forward-looking statements

are discussed under the captions “Risk

Factors” and “Management’s Discussion

and Analysis of Financial Condition and

Results of Operations” in the Company’s

filings with the Securities and Exchange

Commission. New risks and uncertainties

arise from time to time, and it is

impossible for us to predict these events

or how they may affect the Company. It

should be remembered that the price of

the ordinary shares and any income from

them can go down as well as up.

The Company disclaims any intention or

obligation to update or revise any

forward-looking statements, whether as

a result of new information, future events

and/or otherwise, except as may be

required by law.

Page 3: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

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Rick Dauch

Focus on driving operational excellence and profitable growth

Chief Executive Officer and member of the Board of Directors of Delphi Technologies

President and CEO of Accuride Corporation from 2011-2018

President and CEO of Acument Global Technologies from 2008-2011

13 year tenure at American Axle and Manufacturing Inc. from 1995-2008, most recently

as EVP of Worldwide Manufacturing

Page 4: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Diverse, multi-cultural

team of more than

21,000 employees

including more than

5,000 engineers

Why Delphi Technologies?

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Unique opportunity to build a GREAT company at Delphi Technologies

People

Cutting-edge and

differentiated

technology portfolio at

the heart of the

propulsion revolution

Products

30 operating sites

and 12 technical

centers in 24

countries, serving

customers across all

major regions

Global footprint

Long-term profitable

growth and cash

flow potential, with

the flexibility to

invest to support

future growth

opportunities

Value creation

Page 5: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Propulsion solutions for growth markets

Power electronics Gasoline fuel systems CV diesel fuel systems

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Page 6: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Key takeaways

Regulations increasingly challenge

OEMs to reduce CO2 and toxic

emissions

Deep engineering know-how with

comprehensive propulsion capabilities

Aftermarket offerings that provide

high quality and reliability to meet

OEM performance standards

Electrification increasing with important

role for combustion; >80% of vehicles sold

in 2030 will still have an engine

GDi system solutions are growing as

OEMs shift from light duty diesel

Innovative portfolio of solutions,

designed around the propulsion

challenges of today and tomorrow

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Driving the next era of propulsion systems

Page 7: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Future of propulsion

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Cleaner. Better. Further.

Combined power electronics

Propulsion controller

500 bar GDi

3000 bar Diesel CV

Intelligent driving

GDi service program

Page 8: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Transportation industry is changing rapidly

Better

performance

Drives

further

Cleaner

emissions

Levels of connectivity

and autonomyPowertrain

efficiencyElectrification

INCREASING

CONVERGENCE OF

MEGATRENDS

Rapid change allows new and existing technologies to communicate and work together more efficiently

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Page 9: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Gasoline engine management systems

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Increasing injection pressure reduces fuel droplet sizes and injection time, and increases spray

momentum for superior combustion, reducing exhaust particulate number (PN) and sizes

500 bar GDi further improves performance and emissions

200 bar fuel pressure produces

many large particulates350 bar fuel pressure reduces

the exhaust PN by 70%

500 bar fuel pressure further reduces

PN by 50% versus 350 bar

PAST CURRENT FUTURE

Page 10: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Diesel engine management systems

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3000 bar capable Diesel CV system enhances fuel delivery over the life of the vehicle

Closed Loop Injector ControlOn-board electronics and sensors

DFI 21 Common Rail InjectorFast, flexible and efficient

Ø1mm 3 way Nozzle Control Valve for improved response time

Up to 9 injections per cycle for optimal combustion flexibility

3000 bar operation with no fuel consumption penalty

Improved fuel efficiency at lower pressures

Reduced material content of injector

Reduced diameter and size of injector pocket

Preventative

diagnostics

Fuel

consumption

& emissions

over life

Simplify

injector and

engine build

processes

Security – prevents

tampering

On-Board

Diagnostics

Benchmark efficiency - Very low leakage

Overall reduction in injector envelope

Multiple injections

Page 11: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Comprehensive portfolio enables: “Path To Electrification”

1. Total Addressable Content per vehicle Market (TAM) for electrified vehicles

2. Low voltage content per vehicle based off average mid size sedan with no powertrain electrification or incremental content additions

3. ICE content per vehicle based off gasoline GDi, 2-step variable valvetrain internal combustion engine in 2023 and beyond

• Propulsion controller and software

• High voltage inverter

• Combined inverter / converter (CIDD)

• DC/DC Converter

• Battery controller

• System optimization

• Hybrid controller and software

• DC/DC converter

• Inverter

• Propulsion controller and software

• High voltage inverter

• Combined inverter / converter (CIDD)

• DC/DC converter

• Battery controller

• On-board charger

• Propulsion controller and software

• High voltage inverter

• Combined inverter / converter (CIDD)

• DC/DC converter

• Battery controller

• On-board charger

CO2

~15%Reduction

CO2

~25%Reduction

CO2

~50%Reduction

CO2

~100%Reduction

CPV

~$450

CPV

~$1,200

CPV

~$1,500

CPV

~$1500

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48 VOLT MILD HYBRID FULL HYBRID PLUG-IN HYBRID ELECTRIC VEHICLE

Page 12: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Power electronics combined solutions

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Differentiated thermal management capability enables high performance with flexible packaging solutions

Battery

ChargingDC-to-DC

Converter

Starter Generator

Inverter

DC-to-DC

Converter

Propulsion

Inverter

Hybrid control

Unit

Combined Charger & DC/DC Converter Dual Inverter with DC/DC and Hybrid Control Unit

XFUTURE PAST

Page 13: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Future of Intelligent Driving

Improved efficiency, safety and range for both fuel and electric vehicles

Engine Controller Transmission Controller Inverter Battery Management ECU

Camera

Infrastructure

Adapting to driver

Cloud

Crowd

sourcing

Speed

V21

Apps

APP

Vehicle

V2V

Driver interface

Route planning

Radar

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Page 14: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Delphi Technologies’ Intelligent Driving Controls

Results from early vehicle testing demonstrate a 15% fuel consumption benefit

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Page 15: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

New collaboration with TomTom

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Collaboration will accelerate

development of Intelligent

Driving through integration

of real-time 3D mapping data

Development of software and

electronics that can anticipate

changing driving conditions, such

as traffic signals, road

congestion and weather

Significant opportunity to improve

fuel economy, reduce emissions

and enhance drive efficiency

…. the location technology specialist

Page 16: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Summary

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Global automotive

electronics technology

leader with differentiated

engineering expertise

Software & Systems

integration capability for

optimum performance and

compliance requirements.

Propulsion controllers

that enable intelligent

driving

More electrification

required for regulatory

compliance and

functionality

Internal combustion

engine solutions will

continue to be relevant

for LV and CV

More “intelligence”

required to manage

increasing content and

complexity

Delphi Technologies offers a range of propulsion solutions to fit customers’ rapidly evolving needs.

Page 17: Deutsche Bank Global Auto Industry Conference · 2 Rick Dauch Focus on driving operational excellence and profitable growth Chief Executive Officer and member of the Board of Directors

Thank you