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Interactive presentation: Automotive sector outlook
Thomas Steinberger, PwC
To take part, visit tiny.cc/dwgermany18 on your browser
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Automotive DisruptionTrends, Technology and Impacts
September 2018, Debtwire Conference
www.pwc.de
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Global Growth
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Automotive is still a growth industry – just not everywhere anymore
Source: Autofacts 2017 Q3 Forecast Release Triad = EU, NAFTA, Japan *Compound Annual Growth Rate
CAGR*09 – 23
3.4%
4.9%
5.2%
9.0%
CAGR*16 – 23
1.4%
5.2%
2.8%
5.1%
Total
Triad
China
ROW
+19.4m
+34.4m
Annual growth: 6.9%+4.9m per year
80
40
120
China2016 ROWROW Triad2009 Triad 2023FChina
155
3
111
14
58
92
8
8
Annual growth: 2.8%+2.8m per year
Global Light Vehicle Assembly: 2009 vs. 2016 vs. 2023 (millions)
Additional production volume
Additional production volume
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China will be the global growth engine – SUVs as the main driver and the largest segment forwardLight Vehicle Assembly in Key Markets 2010 – 2024F (Index, Base year 2010 = 100)
China: Light Vehicle Assembly by Vehicle Concept 2017-2024F (millions)
Source: Autofacts 2018 Q1 Forecast Release
140
72
41
0
20
40
60
80
100
120
140
160
20142010 20162012 2018F 2020F 2024F2022F
0
5
10
15
20
25
30
35
40
2024F
14.6
2023F
14.8
15.0
14.9
5.25.2
14.1
5.0
0.6
2021F2020F
14.0
0.6
2022F
14.4
14.4
5.1
0.6
2017
4.2
0.5
10.6
11.8
0.5
11.9
0.6
12.0
4.5
2019F
13.2
2018F
13.7
12.8
4.84.6
13.6
0.60.6
Growth
17-24F:
2010 2024F
China 15,7 million 35,8 million
NAFTA 11,9 million 19,2 million
EU 16,3 million 21,1 million
Car:
+26,8%
Van:
+24,4%
Pickup:
+19,7%
SUV:
+41,4%
EU
NAFTA
China
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User in thespotlight
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It‘s gonna be so „eascy“ – the five dimensions of the automotive transformation
electrified
autonomous
shared
connected
yearlyupdated e
as
c
y
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Would you use autonomously driving cars?
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People would use autonomously driving cars...
... never
... now 7% 13%24%
72%Potential
Market54% 96%
46%28% 4%
Germany ChinaUSA
4%
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Would you share cars with other people?
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PwCAutomotive Trends - Debtwire Conference
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When asked to share a car with others people would...
... don‘t share it
... share it26%
16%
36%
43% 36%
Germany ChinaUSA
16%
Missing percentage from people being undecided.
57%Potential
Market64% 84%
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Which features should your next car have?
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Features the next vehicle must have
Autonomous Drive
Electric Drive
Online Features
Germany ChinaUSA
19%10%
26%
10% 12% 37%
30% 29%56%
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When do you expect relevant (+25%) marketshares for highly autonomus and electric vehicles?
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Major impact from new technologies beyond 2025
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
20172018201920202021202220232024202520262027202820292030
Europe: Autonomous levels2017-2030 (in %)
0 1 2 3 4 5
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
20172018201920202021202220232024202520262027202820292030
Europe: Powertrain distribution2017-2030 (in %)
Verbrenner Hybrid ElectricAutonomous level
Combustion
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How will shared services influence the size of thefuture car parc in Europe?
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In Europe, the total car parc could decrease by asmuch as 29%
-29%
Sharing Services
286
273 187
16
2020 2025 2030
Car parc in million
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What will happen?
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Electrification and autonomous technologies driving the disruption in the industry
„Enablers oftransformation“
„Motivators oftransformation“
connected+
electric
autonomous+
sharedPull
Push
21
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Engine Share by Configuration 2017 – 2024F (percentage share)
Electric
PHEV
2.0%
Hybrid
(Mild + Full)
Diesel 46.3%49.1% Gasoline
Starting in Europe, we will see significant changes within the combustion engine
Source: Autofacts 2018 Q2 Forecast Release
Less Cylinders
Smaller Engines
Less Diesel
Niche for alternative power train
41%
Diesel
Hybrid
(Mild + Full)
30%
Gasoline16%
Fuell CellElectric
0%
6%PHEV
7%
Vehicle Propulsion2017 vs 2024F (percentage share)
1,730
1,750
1,710
1,720
1,740
0
2017 2023F2019F 2021F
0%
25%
50%
75%
100%
2024F2021F2017 2023F2019F
Average Engine Displacement 2017 vs 2024F (cubic centimeters)
OtherElectricV8I4I3 I6/H6/V6
2017
2024F
1
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Alternative drivetrains will be the most impor-tant growth area in the foreseeable future
Source: Autofacts 2018 Q2 Forecast Release *BEV = Battery Electric Vehicle, FCV = Fuel Cell Vehicle **excl. BEV/FCV
6,2901,178
1,254
2,743
0,2540,861
Increase
BEV/FCV*
Increase
Plug-In Hybrid
Increase
Full Hybrid
2017 Increase
Mild Hybrid
2024F
EU Powertrain: Alternative Engine Type Distribution2017 vs 2024F (millions)
4,9273,582
0,669
0,676
2024FIncrease
Gasoline
Hybrid
Increase
Diesel
Hybrid
2017
EU Powertrain: Hybrid Distribution**2017 vs 2024F (millions)
1
22
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Powertrain will suffer a major disruption
Combustion Electric
~ 4.000 pieces ~ 320 pieces
7 employees 1 employee
Number of pieces powertrain
Number of employees in production
Air- and Fuel
-ManagementTank TransmissionGearshift ElectronicsBattery TransmissionMotor
1
23
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The road to autonomous driving …D
rive
rA
uto
ma
tion
Driver tasks
System tasks
Longitudinal and
transverse
guidance
Monitoring n/a n/a
n/a
Longitudinal and
transverse
guidance
Longitudinal and
transverse
guidance
Longitudinal and
transverse
guidance
0 1 2 3 4 5
No
automation
Partial
automation
Conditional
Automation
Full
automation
Highly
Automation
Longitudinal or
transverse
guidance off
Remaining drive
task
Driver
assistance
Driving task
Monitoring
Reaction time
Other activities
Fallback level
Cases
Driver Driver and system System
Driver System
Approx. 1 sec A few seconds A few minutes
No other activity A few All including sleeping
Driver System
N/A Specific situations All situations
In production In development
Source: Strategy&, Verband der Automobilindustrie e.V. (2015, S.14), SAE International (2014a, S.2) und Ebner (2013, S.7), Bachelor thesis Julia Buettler (2016)
Never
2
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12 seconds
At 150 km/h you were travellinghalf a kilometer during these 12 seconds
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Comparison of driver assistance systems
Audi, Tesla and Mercedes are the current frontrunners in autonomous driving
ADAS-Level ADAS functionalities Audi A8Mercedes
S Class
Tesla
Model S
Enabling
technologies
Adaptive High Beams ✓ ✓ ✓
Predictive Automated Re-Routing
Traffic Sign Recognition ✓ ✓ ✓
Driver Monitoring ✓
Predictive Suspension Damping ✓
V2X Communication ✓
Level 0Pre-Collision Braking / Forward Collision Braking ✓ ✓ ✓
Cross-Traffic Alert ✓ ✓ 1
Level 1
Predective and adaptive Cruise Control ✓ ✓ ✓
Assistive Parking - driver assisted ✓ ✓ ✓
Lane Keeping Assist ✓ ✓ ✓
Blind Spot Monitoring ✓ ✓ ✓
Level 2
Assistive Parking - Remote Parking / Key Parking ✓ ✓ ✓
Automated Lane Change / Lane Changing Assist ✓ ✓
Traffic Jam Assistant ✓ ✓ ✓
Level 3
Emergency assistant ✓ ✓
Hands-off traffic jam assist ✓
Highway Autopilot (Single-Lane) ✓ *
Intersection Movement Assist
Level 4Fully Autonomous Valet Parking / Driverless Parking ✓ *
Urban Autopilot / Fully Autonomous Urban Driiving
Level 5 Full Autonomy
* Not allowed in Germany
A8 level 3 certification
in 2018/2019
2
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Mercedes, TESLA and Audi leading in series driving assistance systems
2
1) Vehicle-related services
2) Digital ecosystem for the vehicle
Short-term Mid-term 2035+
OEMs control vehicle-related Services
Digital ecosystem players compete with OEMs for additional services
Digital ecosystem player control a growing share of the user experience
Full autonomous vehicles – disruptive change
New Services
OEM Operating Model Shift
Security
Well-beingSemi
autonomous
Driving
Vehicle-
management
Entertainment
Mobility-
Management
Home-
Integration
Autonomous
Driving
Pay per use
models
Adapted
infrastructure
“Intelligent”
Vehicles
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The segemt heatmap shows clear winners and loosers in the upcoming transformation
DamperStabilizer
Suspension
Frame, Engine Suspension
Steering
Wheel, Tire, Accessories
Brake
1
2
3
4
5
6
Total∑
Glazing& Cover
VehicleStructure
Fastening & Adhesive
1
2
3
Total∑
Door systems
Sealing
Exteriorlighting
1
2
3
Total∑
Cockpit
Seats
Cladding
1
2
3
Total∑
PositiveImpact on value contribution: Negative …
CombustionEngine
Fuel System
IntakeSystem
ExhaustSystem
Cooling
Transmission
Engine Management
EnergyStorage
Electric Motor & Generator
1
2
3
4
5
6
7
8
10
Power Electronics
9
Total∑
Powertrain Chassis
ElectricalSystem
Power Supply
Infotainment
Switch& AC Control
Driving Assist-ance System
Chassis Electronics
Body Electronics
1
2
3
4
5
6
7
Interior
AC System
8
10
Security System
9
Total∑
Electric Body Exterior Interior
ContentProvider
Frontend Provider
Cloud solutions
Backend Provider
Cyber security
ArtificialIntelligence
Infrastructure(Mobile Net-workOperator)
1
2
3
4
5
6
7
Total∑
Connected
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Powertrain most negatively affected – connected and autonomous with huge growth potential
CombustionEngine
Fuel System
IntakeSystem
ExhaustSystem
Cooling
Transmission
Engine Management
EnergyStorage
Electric Motor & Generator
1
2
3
4
5
6
7
8
10
Power Electronics
9
Total∑
Powertrain
ElectricalSystem
Power Supply
Infotainment
Switch& AC Control
Driving Assist-ance System
Chassis Electronics
Body Electronics
1
2
3
4
5
6
7
Interior
AC System
8
10
Security System
9
Total∑
Electric
ContentProvider
Frontend Provider
Cloud solutions
Backend Provider
Cyber security
ArtificialIntelligence
Infrastructure(Mobile Net-workOperator)
1
2
3
4
5
6
7
Total∑
Connected
OEMs will compensateovercapacity by insourcing
All related segments affected similarly (Exhaust, Intake, Fuel)
Even in Powertrain huge growth potential for electric applications
Increase in totel value creationfrom currently 30% to 50% ofvehicle
Electric systems will migrate tohigh-voltage and bus systems
Connected services are the entrance gate for non-automotiveplayers
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Development – Total Market1 Connected Car Market potential in billion € (2016 vs. 2021)
This is where the money goes …
Source: Strategy& 1) Cars without light commercial vehicles
Implementation of E-Call until mid 2018 as a key factor
Growing demand for infotainment services in cars
Transformation from non-connected cars to connected cars. (new and after-sales market)
Growing investments in connected cars services
Increasing awareness for safety services
Availability of wireless high speed networks, as well as cloud-based services and API‘s
A pioneer, able to create movement within the whole market or whole system. (Tesla for e-mobility)
15.0Security
Autonomous Driving
9.5
Home Integration
Entertainment
Mobility
Mgmt
Wellbeing
0.0
6.0
4.4
Vehicle
Mgmt3.62.0
Security
7.6
13.449.3
Entertainment
Wellbeing
39.6
Autonomous Driving
5.6
0.1 Vehicle Management7.1
Mobility ManagementHome Integration
∑122,6
∑40,3
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Consequences ?
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The reorganization of the sector will have drastic consequences beyond the supply chain
Focus
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OEMs leading the way in the deals market –almost exclusively doing tech and content deals
2014 2015 2016 2017
Mehrheit oder AkquisitionMinderheit oder VC*Stand September 2017: Akquisitionen, Mehrheits- und
Kapitalbeteiligungen
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Where does that leave the traditional automotive supply chain?
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
20172018201920202021202220232024202520262027202820292030
Europe: Autonomous levels2017-2030 (in %)
0 1 2 3 4 5
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
20172018201920202021202220232024202520262027202820292030
Europe: Powertrain distribution2017-2030 (in %)
Verbrenner Hybrid Electric
Early and high
invest-ments
Overcapacity and Price Pressure
Delayedearnings potential
Bad investment
cases
Crisis and
Restructuring
Autonomous level
Combustion
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For all stakeholders the automotive deals landscape will become more difficult
Automotive Deals
„New“Technology
„Legacy“ Technology
New „tech-players“ entering
Business modelchange of existing
players
Tier1 Corporate Portfolio
Reorganisation
Life span ofexisting business
models
„No way out segment“
Assessment ofnew business
models
Consolidation ofsupply segments
Adaption speed/Delayed
profitsRestructuring/ downsizing
needs
Valuation: Content vs.
Assets
Knowing the riskDebt providers
• Which business models will survive?
• Managing risk profiles and default!
Picking the winnersEquity investors
• Finding and picking the right technology despite staggering multiples!
• How to make money in run-off scenarios and consolidation?
Securing the supply chainOEMs
• Securing the parts supply at current price levels!
• How to avoid and fight opportunistic investors?
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Thank you for your attention!
Thomas SteinbergerPartner, PwC GermanyHead of Automotive Transactions/ RestructuringTel. +49 89 5790-6443Email: [email protected]