Presentación de Jaume Prat, Director de la Unidad de Negocios de Electromovilidad de FICOSA, en el 31º Encuentro de de la Economía Digital y las Telecomunicaciones: La realidad digital de España, celebrado en la UIMP en septiembre de 2017

1. 1
Automotive industry:
transformation & challenges
Jaume Prat, Business Unit Director

2. 2
Group Highlights
Company Headquarters and
R&D center in Barcelona
(Spain)
€ 1,15b sales 10,000 employees In 19 countries
Automotive Tier 1
Established in 1949 in Barcelona
Decades of experience supplying all major OEMs
Global company
6.5% of sales invested in R&D
Global partners with Panasonic
Source:FY-2016consolidateddata
€ 36m
à
€ 195m € 593m
1949 – 1986
Local player
1987 – 1995
European market
1996 – 2001
Global market
2002 – Today
Global organization
€ 1,15b
àà

3. 3
Automotive industry is having … and it will have
The biggest transformation since last 50 years
Connected
• To the cloud .. To the environment … To each other … Within vehicle
• Personal devices integrated in infotainment systems
• Partnerships with consumer electronics
• Exponential growth on number of apps & services
• Many autonomous car features already available in ADAS
• Driver assistance and connectivity coming together to enable higher level of
autonomous driving
• Cost, internet and social networks culture will booster car sharing initiatives.
• New mobility services will change the car ownership attitude.
• Optimization of vehicles and infrastructure.
• Urban emission regulations & need for zero emissions cars will increase
• Growth rate will depend on segment. location and external factors
Autonomous
Shared mobility
Electrified

4. 4
Cellular Technologies in AutomotiveConnected
From 27% vehicles equipped with
embedded modem to 67% in 2023
75M cars / year shipped with
integrated connectivity
Regulations: Automatic emergency
call will boost growth of integrated
connectivity platforms (ecall Europe,
ERA GLONASS Rusia, …)

5. 5
We do not know when & how much
… but it happens
Many level 3 features already available on
upcoming new vehicle introductions
Biggest uncertainty on level 4 & level 5.
AV will drive a paradigm change in the ride
sharing industry
Autonomylevel
Already announced Autonomous driving features by OEM
Autonomous

6. 6
Autonomous Driving Pillars
“See around”
“Where I am”“Informed”
“Talk with others”
Autonomous

7. 7
Autonomous driving capabilities will accelerate blurring the lines
between today´s mobility business models and use cases
Shared mobility

8. 8
Evolution of energy density & battery cost
Battery technology and lower
complexity electrical vehicles
technology (-70% parts) will provide
space for Autonomous Vehicles
features at constant sales Price.
25% electric cars on 2025
From a complex combustion engine
to a complex “IT on wheels system”.
Electrified

9. 9
Key trends evolution …

10. 10
From
consumer
to auto
Connected
Autonomous
Shared mobility
Electrified
New interiors concept
designs
Focus on infotainment
Growth of displays
and new passenger
interface technologies
Personal and auto
devices integration

11. 11
Company evolution
2000
2010
2012
2021Ficosa sets the
innovation
division to
diversify its
traditional
business
Acquisition of the
electronics
manufacturing and
engineering assets
of Sony Spain
Successful
development and
production launch of
latest technology
generation
electronics
programs
2015
Business
alliance with
The car of
the future
2013
Pillars: Safety
[Vision System],
Efficiency and
Connectivity

12. 12
Facing the challenges of the new automotive industry
2010 2016
Product portfolio Mirrors
Shifters
Mirrors
Shift by Wire
Telematics
BMS
ADAS
Commitment to R&D 3%/sales 6,7%/ sales
R&D capabilities 240 engineers
Mainly MEs
1120 engineers
80% SW & EE
Innovation model 100% in house design Partnerships & “open
innovation” approach
Capital structure Two founder families Alliance with Panasonic
Operations (vertical integration)
Assembly, Injection,
paint shops.
… SMT & clean rooms for
sensors assy.
Safety / Vision
Efficiency
Connectivity

13. 13
Vitality index
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2015 2016 2017 2018 2019 2020
New products
Production
65% of future sales driven by
new projects and technologies
not in production
From 1,1M Sales 2016 to 1,5M
2020