and international publishers nv capital market’s day 2017 · and international publishers nv...
TRANSCRIPT
AND International Publishers NV
Capital Market’s Day 2017
MapFusionby Hugo van der Linde - CEO
November 1, 2017
Confidential 1
Important notice
Confidential
▪ This Presentation has been produced by AND International Publishers NV (“AND Automotive Navigation
Data”) and is furnished to you solely for your information and may not be reproduced or redistributed, in
whole or in part, to any other person
▪ No representation or warranty (express or implied) is made as to, and reliance should be placed on, any
information, including projections, estimates, targets and opinions, contained herein, and no liability
whatsoever is accepted as to any errors, omissions or misstatements contained herein, and, accordingly,
neither AND Automotive Navigation Data nor any of its subsidiary undertakings or any officers or employees
accepts any liability whatsoever arising directly or indirectly from the use of this document
2
About AND
Confidential 4
Navigation Map
Digital map, Level 6
Digital map, Level 5
Digital map, Level 2
We make digital maps – for over 30 years
HD Map
About AND
ConfidentialNote: Refer to appendix for explanation of map classification
Navigation Map
Digital map, Level 6
Digital map, Level 5
Digital map, Level 2
5
Worldwide coverage – Europe and North America @premium quality
About AND
Confidential 7
Current wide customer base
Navigation Geomarketing Location Based
Services
Logistics &
Telematics
GIS & Government
About AND
Confidential 9
AND NETHERLANDS personnel
▪ Rotterdam, The Netherlands
▪ Total 30 employees,
▪ Average employment duration with AND: 6 years and 10 months
▪ >85% masters degree
AND INDIA personnel
▪ Pune, India
▪ Total 96 employees
▪ Average employment duration with AND: 7 years and 5 months.
▪ >55% masters degree
▪ Flexible up to capacity of 1,500
▪ VP Sales North America at Washington DC, USA
AND in the USA
Indofin Group ~34%
QuaeroQ >10%
Van Lookeren Campagne >5%
Van Leeuwen >3%
About AND
Rob Westerhof (chairman)
Confidential 10
Maarten Douma
Shareholder structure
Supervisory Board
Barry Glick
Board
Hugo van der Linde (CEO)
Listed at Euronext
▪ Spectacular growth of AND share since
turnaround (“Best Performer” 2013 /2015)
▪ but AND share still volatile
Sean Fernback
Kees Molenaar
The mapping paradigm
Confidential 13
Cars get more advanced sensors & become increasingly connecteded
The mapping paradigm
Confidential 14
Changing to new, more advanced and specialized map uses
Consumer map use
Robot map use
The mapping paradigm
Confidential 15
Resulting in new map requirements
Navigation / routing ADAS / eHorizon HAD
(near) real time updates Incremental updates Cloud based
Confidential 21
AND MapFusion
Traffic signs & lights Pavement signs Lane markings, drivable space
MapFusion allows for an unprecedented freshness, accuracy and richness to current map making
Confidential 22
AND MapFusion
The real world
The vehicle
AND MapFusion
Other source data
Data Customer(non-automotive)
incoming data
enriched/outgoing data
Disrupt the mapping business – turn any consumer car into a ‘survey car’
Boost automotive – monetizing data & facilitate affordable and up-to-date HD maps
Confidential 23
AND MapFusion
Zoom-in on MapFusion process
Real world
data
collection
Sources AND MapFusion
CAR sensor data
• Traces
• Traffic signs
• Pavement signs
• Lane markings
• Traces
• Etc…
OTHER sources
• Addresses
• Aerioals & sat image
• Specialized geo-data
• Traces
• Etc…
All require
QA
Highly
automated
Customized data for
delivery (e.g. house
numbers)
INGEST
Convert &
standardize data
Intrinsic check of
source quality
AND MapFusion
PROCESS
Match data to
exisiting map,
detect change,
assess
confidnence
levels.
Process data
(update, improve
and enrich)
DELIVER
Convert and
package data
AND DATABASE
Automotive
• Navigation
• eHorizon
• Validation
• Localization
• car feature based
OTHER markets
• Navigation
• Geomarketing
• Location based
services
• Logistics &
telematics
• GIS & gov’t
ProductsReal-time
incremental
Confidential 25
MapFusion
Data Owner
▪ OEM, fleets, car share, taxi, urban delivery
Sensors
▪ Camera’s, Lidar, etc.
Application, processing
▪ Data processing
HW, OS, Chips
Content
▪ Maps, data
Other: connectivity, security, etc.
1st
tiers
Examples companies, prospects, competitors, enablers, inhibitors
Confidential 27
AND MapFusion
vs. incumbent map companies vs. new innovative entrants
AND is well positioned for this disruption in map making
Confidential 28
AND MapFusion
Global roadmap
Today
- Probes
- Nav maps
- Semi-automatic
- Batch
- World nav
2017-18
- Continental
- SD maps
- Automatic
- (near) Real time
- EU
2018
- #cars
- HD maps
- Incremental
- EU, NA & ROW