德银-全球-汽车行业-德银2019汽车科技峰会要点-2019.12.11.pdf

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1、DeutscheBankResearchNorthAmericaIndustryDateUnitedStates11December2019GlobalAutoTechConsumerIndustryUpdateAutos&AutoTechnologyDB2019AutoTechConferenceTakeawaysRossSeymoreWehostedourfourthannualAutoTechconferenceinSanFranciscoyesterdaywithResearchAnalyst15companiespresenting.Overal

2、l,ourteamtookawayfivelessonsfromthemeetings:1)OEMsareincreasinglyconnectingtheircarsinanattempttoreplicateEmmanuelRosner,CFAResearchAnalystTesla‘sOTAcapabilitiesanddataanalysiscompetence2)WithrespecttoAutonomousdriving,it’snowallaboutLevel2+whileLevel4-5seemfurtheroutJohannesSchal

3、lerthanprojectedwithregulationremainingakeyhurdletoovercome3)MassmarketResearchAnalystelectrificationisstartingtokickinnow4)SiliconcarbideisgainingrapidtractionTimRokossaacrossmajorOEMsforEVmaininverters,and5)AutoSemicontentcontinuestoResearchAnalystgrowneardoubledigits.Thisnoteal

4、soincludesthekeypointsfromeachcompanyMelissaWeatherspresentation.ResearchAssociateEdisonYuVehicleconnectivitymovingtomassmarketResearchAssociateFordopenedupourconferenceandtalkedaboutconnectivityofitsvehicles.Itstargetistoachieve100%penetrationintheUSand90%globallyin2020.PremiumJi

5、HyungYooResearchAssociateautomakershavealreadystartedtorolloutconnectedvehiclesoverthelastdecadebutitseemsmassmarketmanufacturersarenowfollowinginanattempttoSidneyHoreplicateTesla‘sOTAanddataanalysiscompetence.ExpectedbenefitsincludeResearchAnalyststreamlinedvehicledesignandengine

6、ering,minimizedrecalls,superioruserConorWaltersexperience,increasedtouchpointswithcustomersthroughoutthelifecycleoftheResearchAssociatevehicleandrecurringrevenues.Autonomousdriving:moreADAS,lessLevel4/5Whilsttherewasalotofexcitementaboutfullyautonomouscarsatourpreviousconferences,

7、thisyear‘seventconfirmedthatthistechnologyismostlikelystillsomewhatfurtherout.Instead,thenextcoupleofyearswillbecharacterizedbyfastrisingadoptionofLevel2+product.Thosestilloffermaterialcontentgrowthforinvolvedsuppliers.Veoneerestimates95%ofgloballightvehicleproductionwillbeL0-L2in

8、2025.Regardingsemicontent,webelie