mapping the road to autonomous driving - tomtom · 2019-12-18 · market value (€ billion) - all...

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Mapping the road to autonomous driving Willem Strijbosch Head of Autonomous Driving

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Page 1: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

Mapping the road to autonomous driving

Willem StrijboschHead of Autonomous Driving

Page 2: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

COMFORTSAFETY EFFICIENCY

Page 3: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

COMFORTEFFICIENC

Y

SAFET

Y

AUTONOMOUS

Page 4: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

DRIVING POLICY

SENSINGMAPPING ACTUATORS

Page 5: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

Driver controls all aspects of driving

Automated subsystems

Combined automated subsystems

Hands-off conditionally

Automatedon certain roads

Automated on all roads

© 2019 TomTom. All rights reserved. Confidential information. ADAS AD

ADAS Map ADAS Map ADAS / HD HD Map HD Map HD Map

LEVEL 0 LEVEL 1 LEVEL2 LEVEL 3 LEVEL 4 LEVEL 5

Page 6: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

The perception challenge for automated vehicles

Page 7: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

The localization challenge for automated vehicles

Page 8: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

The path planning challenge for automated vehicles

Page 9: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

Centimeter-level accuracy

Page 10: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

Centimeter-level accuracy

Millions of sources

Page 11: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

Centimeter-level accuracy

Millions of sources

Real-time processing

Page 12: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8
Page 13: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service)

2025 20302020

0.1

0.1

0.3

0.3

0.8

0.3

5.0

3.0

0.5Government (asset

management)

Private vehicle automation

Shared vehicle automation (‘robotaxis’)

Source: IHS Markit, UBS, PWC, Frost & Sullivan, Kepler Cheuvreux, TomTom assumptions as of September 2019.

Page 14: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

Technology developments bringing new and improved features into the car and driving costs down for consumers

Source: IHS Markit, UBS, PWC, Frost & Sullivan, Kepler Cheuvreux, TomTom assumptions as of September 2019.

mill

ion

unit

s

0%

10%

20%

30%

40%

50%

-

20

40

60

80

100

120

2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030

L0-1 L2-3 L4-5 Take rate ADAS Take rate HD

Vehicle volumes & ADAS and HD take rates

Page 15: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

▪ Automotive sales force

▪ Cumulative domain knowledge

▪ Global presence

▪ Independence

▪ AutoStream

▪ SD Map

▪ Real-time service capability (Live Map)

▪ Automotive system integration services

▪ Transactional map making

▪ Shortest cycle times

▪ Technology built up over the years (AI, computer vision)

Customer experience

Most complete

product portfolioLeading technology

Page 16: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

Navigable maps for automated driving are powering over

> 1 millionSAE L1 & L2 vehicles on the road today

Page 17: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

>60%MARKET SHARE IN AWARDED DEALS AS MEASURED BY TOTAL CAR VOLUME

ONLYGLOBAL MAPPING COMPANY THAT HAS FULL AUTONOMOUS STACK IN HOUSE FOR TESTING AND DEMONSTRATION

Page 18: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

>60%MARKET SHARE IN AWARDED DEALS AS MEASURED BY TOTAL CAR VOLUME

ONLYGLOBAL MAPPING COMPANY THAT HAS FULL AUTONOMOUS STACK IN HOUSE FOR TESTING AND DEMONSTRATION

4 FIRSTTO COVER HIGHWAYS IN EUROPE, US, JAPAN, SOUTH KOREA

OUT OF THE GLOBAL TOP 5 OEMS ARE WORKING WITH TOMTOM HD MAP

Page 19: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

This document contains certain forward-looking statements with respect to the financial position and results of TomTom’s activities. We have based these forward-looking statements on our current expectations and projections about future events, including numerous assumptions regarding our present and future business strategies, operations and the environment in which we will operate in the future. These forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those expressed in the forward-looking statements, and you should not place undue reliance on them. Many of these risks and uncertainties relate to factors that are beyond TomTom’s ability to control or estimate precisely, such as levels of customer spending in major economies, changes in consumer preferences, the performance of the financial markets, the levels of marketing and promotionalexpenditures by TomTom and its competitors, costs of raw materials, employee costs, exchange-rate and interest-rate fluctuations, changes in tax rates, changes in law, acquisitions or disposals, the rate of technological changes, political developments in countries where TomTom operates and the risk of a downturn in the market. Statements regarding market share, including TomTom's competitive position, contained in this document are based on outside sources such as specialized research institutes, industry and dealer panels in combination with management estimates.

The forward-looking statements contained herein speak only as of the date they are made. We do not assume any obligation to update any public information or forward-looking statement in this document to reflect events or circumstances after the date of this document, except as may be required by applicable laws.

You will be solely responsible for your own assessment of the market and the market position of TomTom and you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of TomTom’s business. This document does not constitute or form part of, and should not be constructed as, an offer or invitation to subscribe for or purchase any TomTom securities.

Page 20: Mapping the road to autonomous driving - TomTom · 2019-12-18 · Market value (€ billion) - all products (ADAS Map, HD Map, Hazards Service) 2020 2025 2030 0.1 0.1 0.3 0.3 0.8

Thank you