dlf - Hyundai MOBIS · dlf. Page 1. Page 2 Three-Year Financial Status Roles of Each Business. Page...
Transcript of dlf - Hyundai MOBIS · dlf. Page 1. Page 2 Three-Year Financial Status Roles of Each Business. Page...
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Roles of Each BusinessThree-Year Financial Status
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• Expansion in Lv3/4 autonomous vehicles sales starting
from 2025, and majority of new cars in 2030 are expected
to be ADAS/autonomous vehicles
Lv4 : 1.1M(1%)Lv3 : 1.6M(1.4%)
6.8M(5.6%)10.8M(8.9%)
24M(19%)27M(21%)
0
20
40
60
80
100
120
'20 '25 '30 '35
Lv0
Lv4
Lv3
Lv2
Lv153.5%
(Unit: Million)
• [Camera] Penetration into Tier 1/start-up markets by responding to the demand for cost effectiveness
• [Radar] Mature market & stronger competition with technological developments in semiconductor
• Manufacturers’ liability expands due to increased demand in product safety
• More cooperation between OEs and Tier 1 companies/start-ups (LiDAR, controller, etc.)
Lv4
“Competition among Tier1 companies"
“Led by OEs"
“Initially Led by Both OEs and MaaS Providers"
• MaaS providers (e.g. Uber) leading the market, helped by cost savings from autonomous driving
• New business opportunities such as MaaS, vehicle maintenance/repair and contents sales
Lv2
Lv3
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Lv2/Lv3(Sensor)
Acceleration of Go-To-Market1
Lv3(Controller)
Establishment of Eco-System2
Lv4
New Business Model3
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Needs a Tier 1 supplier to
expand into global marketsNeeds a strategic partner to enter the
market and secure related technologies
• Background and Purpose
• Equity Investment
- $50M-worth of equity investment for
technological cooperation (Oct. 2019)
• Cooperation Plan
LiDAR SensorLiDAR Recognition
S/W
Sensing Data
(Point Cloud)
Velodyne Mobis
• Entry into HKMC and the
global market through a
stable partnership with a
leading L3 LiDAR sensor
company
[Velodyne]
: Velodyne preferred in terms of
ready-to-produce
technologies, reliability and
cooperation
Expected Effect
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APTIV and HMG will establish a JV with 50:50 stakes for the AD solution development (Post-money value $4.0 Bil.)
[APTIV] All assets related to Level 4/5 AD tech. + [HMG] Total investment amount of $2.0 Bil.
JV
Subs.
2 AD subsidiaries :
IP AD related patents, DB, S/W, know-hows
StaffAll engineers related to core development
Facility
AD Research / Testing Centers: Las Vegas, Pittsburgh, Boston, Singapore, Santa Monica
Inv.
amount$2.0 Bil.
IP AD related IP licensing
Vehicle Remodeling
AV Remodeling / Supply
Dispatch of staff
Dispatch engineers
50% 50%
Equity Interest Ratio
Equity Interest Ratio
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As-Is
To-Be
Lv4
Lv2/Lv3(Sensor)
Lv3(Controller)
Camera: Internal development and utilizing already-done equity investments
Radar: Secure product portfolios for internally developed radars
Develop core technologies and secure track records by taking advantage of development/supply of LV3 vehicle controllers
Advance technologies based on the technologies and architecture secured from Lv3 stage
Partnership with MaaSproviders (e.g. Yandex)
Strategic investment and acquisition of globally specialized companies to lay the foundation for Lv2/Lv3 businesses
Investment to create LiDAR portfolio (Velodyne)
NewBusinessModel
Non-captive
ExistingBusinessModel
Captive
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125
250
160
600
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OE
PartsMaker
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‘18 ‘19.3Q‘10 … ‘12 ‘14 ‘16… … …
0.03
0.30 0.36
0.61
1.89
1.94
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Higher torque, achieved1) Increase in permanent
magnet’s magnetic flux density
2) Thinner core stainless steel
PCU cooling structure improvement(single-sided → double-sided)
Less # of OBC power devices (6→4) and frequency change (low to high)
Less heavy(steel → aluminium)
Higher fuel efficiency (air cooling → water cooling)
Optimization in platinumcatalyst (cost saving)Increase in cruise range(Number of cells: 440 for NEXO, 370 for Mirai4])
Development of in-wheel systemfor GenesisDirect-drive in-wheel system currently under development
All-in-one module of motor and reduction gearFunctional verification completed / durability performance verification in progress
Internal development of cellstatus estimation logic under developmentBMS applying AUTOSAR under development
MEA of high activity and high durability under developmentTechnology for designing low-cost MEA structure under development