Citi Global Technology Conference

Jeff Owens

Chief Technology Officer and Executive Vice President

Safe, green and connected convergence creates market opportunities

Accelerating macro trends create new challenges

Regulated Active Safety growing

with increased consumer awareness

Best-value electrification required to

meet step function change in regulation

IoT driving connected car to new

levels & creating new challenges

50

100

150

200

250

2005 2010 2015 2020 2025

EU 95

US 90

CH 117

CO2 g/km

Passive Active

Active – regulated and incentivized

Connectivity

• Validating 5.9GHz standard for Dedicated

Short-Range Radio Communication (DSRC)

Cybersecurity

• Auto Information Sharing and Analysis

Center (ISAC) developing process to share

& fix vulnerabilities

Big Data

• OEMs enabled to collect but not

personalize information

IoT

More safe More green More connected

2015 2016 2017 2018 2019 2020 2021 2022

2

Delphi responding to opportunities with end-to-end solutions

Complete system technology integrator

Macro trends are creating OEM challenges and consumer demand

Intelligent Driving

Flexible system designs

Solving

customer

problems

Best-value innovations

Vehicle integration expertise

Agile software solutions

3

4

Key accelerators driving early adoption of commercial Automated Mobility solutions

Level 4/5

Level 3

Level 2

Level 1

Level 0

2016 2020 2025 2030 2035

Consumer AMoDCommercial AMoD

• Motivated by economics rather than safety or

convenience

Market driver

Governance

• Simplified regulatory and legal environment at

the local level vs. federal/state

Mobility profile

• Limited use cases in commercial applications in

contrast with the consumer market

Automated Mobility on Demand (AMoD)

AMoD creates opportunities for a more connected car

5

Delphi and Mobileye automated driving equation

Offering a turn-key fully autonomous driving system to OEMs by 2019

6

Delphi and Mobileye autonomous solution in action

Innovation creates value through combined best-in-class technologies

Mobileye’s best-in-class vision

(camera) systems and real-time

mapping and vehicle location

Mobileye Vision System

Cameras take a 360-degree

image around the car and

send it to the Multi-Domain

Controller. The images are

processed and objects are

identified.

Mobileye’s Policy and

Reinforcement Learning Systems

Helps negotiate with other human

drivers and pedestrians in complex

urban scenes.

Mobileye’s real-time

mapping and vehicle

location (REMTM)

Performs detailed

interpretations of camera

images to map the area

around the vehicle and

plots a drivable path.

Delphi’s Ottomatika Automated Driving software, sensor suite, and computing platform

• Radars: Radio waves sent

out and bounce off objects,

like this pedestrian. The

speed and distance of these

objects is calculated in any

weather, day or night.

• LiDAR: Light pulses sent

out and reflect off objects

like this pedestrian. LiDAR

identifies the object as a

person and her distance

from the car, day or night.

• RACam: Combines a mid-

range radar and a forward-

facing camera that can see

and identify the pedestrian,

plus sense objects further

down the road.

Delphi’s Multi-Domain Controller

Information from the sensing systems as well as mapping and navigation

data is fused to make driving decisions such as when to stop or go.

Delphi’s Sensor Suite

7

Singapore AMoD project

• Developing an automated mobility on-demand pilot for the

government of Singapore– First provider of the design, development, test and verification; fleet of six

fully autonomous vehicles

• Our end-to-end ecosystem enables a secure, cloud-based,

on-demand platform– Leveraging Delphi’s proven automated driving platform, vehicle sensor suite

and mobility cloud services

• Speeding innovation and commercialization for existing and

potential new customers– In discussions with other cities around the globe

– New business opportunities in mobility and connectivity, logistics,

agriculture and mining

The world’s first end-to-end on-demand mobility project

Delphi technologies enable safer vehicles

Increased safety awareness drives market growth Product portfolio

Integrated technology advances Active Safety value proposition

Passive Active Active – regulated and incentivized

2015 2016 2017 2018 2019 2020 2021 2022

Front view

camera

Front radar

Front camera

Lidar

Side

radar

Side

radar

Side

radar

Side

radar

Side view

camera

Driver State

Sensing

Rear view

camera

V2V/V2X

Multi-domain

Controller

Side view

camera

8

Safe

ty b

enefit

Cost

100% 10x

1xCost

Safety benefit

Driver is in complete control

of vehicleAutomation of one or more

control functions

Level 0No automation

Level 1Function-specific automation

Automation of two or more

control functions

Level 2Combined function automation

Driver able to cede full

control of all safety-critical

functions under certain

conditions

Level 3Limited self-driving automation

Driver able to cede full

control of all safety-critical

functions for an entire trip

Level 4/5Full self-driving automation

20%

80%

Active safety as the foundation of automated driving

Level 2 automation delivers 80% of the safety benefit for 20% of the cost

9

10

Additional

architecture

+$100

CPV

Vision

sensors

+$220

CPV

Actuation &

other

sensing

+$285 CPV

Radar

sensors

+$330

CPV

Lidar

sensors

+$2,000

CPV

Embedded

controls,

algorithms

+$2,300

CPV

Increasing content per vehicle – Automated Driving

+$5,000 - $5,500 CPV when moving to a Level 4/5 vehicle in 2020

Note: Assumes 2020 volumes; and four lidar sensors, five radar sensors and six vision sensors

System provider of choice solving customer challenges

• Well positioned in automotive space to incorporate latest tech gadgets

• Engineering development centers strategically located in technology basins

• Expanding software & system capability with 1 in 4 engineers in this competency

• Track record of fast to market and flawless execution

Mature global resource developing and integrating innovative solutions

Strategic partnerships complement portfolio

14 major global technology centers

20,000 scientists, engineers & technicians worldwide, supporting ~1,300 product launches20

16

11

12

Key takeaways

Delphi is well-aligned with technology trends for sustainable future growth

AMoD is accelerating the development of automated driving technology

Active Safety serves as the foundation for automated driving

Many opportunities to engage in automated driving advancement

• Financially attractive to “get the driver” out of the vehicle

• Addresses current capacity constraint issue for mobility on demand providers (e.g. Uber, Lyft, …)

• AMoD first applications in urban areas where the environment and use cases can be controlled

• Singapore mobility pilot initiates in mid-2016 offering unique opportunity for Delphi

• Many OEMs entering the space; Delphi engaging in their development

• MBLY + DLPH CLSP demonstration at CES 2017

• Key ADAS sensing technologies (vision, radar, lidar) are required for automated driving level 3+

• Delphi’s Multi-Domain Controller is leading the industry trend towards centralized computing

• Each subsequent ADAS generation will have increasing levels of autonomy

Making it possible.