PowerPoint 프레젠테이션
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(million units)
(0.6%)
(2.5%) (3%)
1.7
62.8
(10%)
8.5
75.6
Rest*
EV ( ) EV Portion (28%)
25.8
67.5
2015 2016 2017 2018
* Rest includes ICE, HEV, PHEV, FCEV * Source : BNEF
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
0.0% (-)
0.0% (-)
2014
2015
* Source : IHS Markit Sep.2020
1.2% (17th)
2016
2.2% (16th)
2017
2.8% (11th)
2018
4.5% (5th)
5.6% (3rd)
M/S (Rank)
2019
9M 2020
IONIQ 5
2021
Genesis Dedicated EV
(thousand units)
160
2021
2022
IONIQ 6
2022
2023
IONIQ 7
2024
560
2024
2025
"8-10% Market Share in EV Market by 2040"
HMC EV Sales ( ) HMC EV Portion
( 3% ) 2020
( 10% ) 2025
( 18% ) 2030
( 42% ) 2035
M/S 8-10%
( 73% )
" Zero ICE Production from 2040 in major markets"
ICE � Category A Countries ICE � Category B Countries
EV � Category A Countries EV � Category B Countries
2040
B
ICE
EV
A
A
B
`20 `30 `35 `40 `35 `30 `20
* A : US, Europe, China B : Korea + Emerging Countries
3 Enhancing execution strategy
1
Securing preemptive manufacturing competitiveness
2 Optimizing regional strategy
Future Mobility Experience
Spacious Interior Longer Driving Range
& Shorter Charging Time
Better Performance Enhance Collision Safety
Future Mobility Experience
Spacious Interior Longer Driving Range
& Shorter Charging Time
Better Performance Enhance Collision Safety
Future Mobility Experience
Spacious Interior Longer Driving Range
& Shorter Charging Time
Better Performance Enhance Collision Safety
Driving Range 500km
Charging Time 18min
* up to 80%
400V/800V Multi charging
Future Mobility Experience
Spacious Interior Longer Driving Range
& Shorter Charging Time
Better Performance Enhance Collision Safety
Available 4WD/2WD
Enhance handling & Stable high-speed driving
* IDA (Integrated Drive Axle)
0-100kph : 5.1~5.3 sec
* IONIQ 5 & 6
Future Mobility Experience
Spacious Interior
Longer Driving Range &
Shorter Charging Time
Better Performance
Enhance Collision Safety
1 Front Collision
3 Durability/LVH1)
2 Battery Safety 1) NVH : Noise, Vibrant, Harshness
5 Rear Collision 4 R&H
Future Mobility Experience
Spacious Interior
Longer Driving Range &
Shorter Charging Time
Better Performance
Enhance Collision Safety
RR O/H Extension W/BASE Extension
Platform Standardization
Parts/Battery Commonization
Cost Competitiveness
Design Flexibility
� Multiple sourcing from global companies �
� Smart Grid
- Strategical partnership with battery OEMs
� Developing next generation batteries
- [EOU] Equity investment in IONITY - [UUS] Partnership with EA(Electrify America) - [KOR] Establish 20 ultra-fast charging stations,
120 chargers in highways / downtown by 2021
- Continue seeking new biz models such as - external use of vehicle power
- Test production of solid-state battery in 2025
(Begin mass production of EVs with Solid State in 2027, full-scale production in 2030)
� Differentiate services with launching charging package
- Provide additional services using data such as - vehicle diagnosis, charging reservation, etc.
� Reviewing battery reuse/recycling Biz-Model
- BaaS, ESS, Waste battery disposal, etc.
� Expand mobility area
- Respond to various market demand like - Car-sharing, Last mile delivery, etc.
- Develop PBV in connection with UAM
* Purpose Built Vehicle
* Urban Air Mobility
Hyundai UAM
Urban Air Mobility
Hyundai Motor Company
Electrification
Autonomy
Big Data
Ride Sharing
1
Passenger transport Movement of goods
Public Use
2
Congestion
Cars on the road forecast to double from 2015-30
Pollution
Cities contribute 70% of emissions from 2% of the land area
3
Too noisy
Over 85dB @ 500ft
Unaffordable for public
$1,800 for Manhattan to JFK (8 minutes one-way ride)
4
UAM market forecast
* Morgan-Stanley
2030s
commercial entry
$320B
* Other
BCG
$ 20-300B
forecasts McKinsey $ 30-90B
2035s
inflection point $640B
Porsche $ 32-74B
5
2040+
at scale
$1,500B
6
1. Cost effective, high-quality mass production
37 in 10 countries
Manufacturing plants
100 million +
Cumulative sales
3. Unique technological edge & partnership
Electrification
Fuel cell
2. Diverse capabilities of HMG affiliated companies Parts MRO Infrastructure Financing
4. Integrated mobility solution provider
Seamless experience with Ground + Air mobility solution
7
4 Pillars
Safe
Quiet
Affordable
Passenger centered
4 Cornerstones
Design with utmost safety and quieter than acceptable noise level from Day 1
Flight tests in relevant environment and / or real applications
Design with manufacturability and maintainability from Day 1
Design with passenger comfort and aesthetic beauty from Day 1
8
Autonomous Driving Technology Update
Hyundai Motor Company
Provide safety features as standard
Provide convenience features as options
Forward Collision -Avoidance Assist
LaneKeepingAssist Blind-SpotCollision -Avoidance Assist
Smart Cruise Control
Navigation-based LaneFollowingAssist Smart Cruise Control
DriverAttention Warning SurroundView Monitor
Parking Collision -Avoidance Assist
HighwayDrivingAssist HighwayDrivingAssist2
Remote Smart Parking Assist
Goal
FE
RSPA for FCEV
DN8
RSPA for ICE V
JX1
HDA 2 (Lv 2)
DN8 HEV
RSPA for HEV
RS4
RSPA 2 (Camera+Ultrasonic)
RS4
Highway Driving Pilot (Lv 3)
Development Direction
Driving safety enhancement HDA enhancement (Lv 2)
Driving safety integrated architecture Highway AD development (Lv 3)
SVM enhancement RSPA application
expansion
PCA enhancement Parking integrated
architecture development
RSPA enhancement
In Seoul etc. RoboTaxi (Lv 4)
Outdoor RPP development (Lv 4)
Driving Safety
FCA etc. BCA etc.
Driving Convenience
HDA HDP
Parking Safety
SVM PDW/PCA
Parking Convenience
RSPA RPP
FCA: Forward Collision-Avoidance Assist, BCA: Blind-Spot Collision-Avoidance Assist, EM: Emergency Maneuver HDA: Highway Driving Assist, HDP: Highway Driving Pilot, SVM: Surround View Monitor, PCA: Parking Collision-Avoidance Assist RSPA: Remote Smart Parking Assist, RPP: Remote Parking Pilot
TBD
RoboTaxi Service(Lv 4)
Sensor Fusion Step 1
(~ 2019 Implemented on GV80 )
200 m
80 m
Front View Camera Radar
100 m
Sensor Fusion Step 2
(~ 2021 To be implemented on G90)
200 m
80 m
Front View Camera Radar Camera Lidar
400 m
160 m
� Lv 0~2 Autonomous Driving - On-coming/junction/sideways vehicle recognition - Increased collision-avoidance performance - Surround recognition during lane change - Close cut-in vehicle detection
� Lv 3 Autonomous Driving - Motorcycle recognition - Stationary object recognition on the lane - Increased recognition range during lane change - Improved close cut-in vehicle detection
Camera Recognition
(2019, Implemented on G90 Improving)
FR SD View Camera RR SD View Camera SR View Camera
Lidar Recognition
(~ 2021 To be implemented on G90)
Front Corner Lidar Roof Lidar Rear Corner Lidar
� Major functions - Object Detection : Vehicle/pedestrian/PTW/small objects : Close cut-in, lane change assist, biased driving - Road Environment Recognition : Lane/road marker/parking spot/traffic lights : ego-vehicle positioning, free-space detection
� Major functions - Enhanced recognition compared to camera/radar - Recognition of outer shape of object : Stationary obstacles/road boundary - Surround recognition with increased detection range : Long distance target & ego-vehicle positioning
'15
'17
Individual
Sensors
'19
1st Gen. Integrated Controller
'21
2nd Gen. Integrated Controller
'23~
AD Integrated Controller
Vehicle CAN
FCA-LO LKA-L/R
LFA HDA
FM_CMR
FCA-Car/Ped/Cyc FCA-JT SCC
NSCC-Z/C
FR_RDR
BCA SEA RCCA
RR_C_RDR (X2)
FR_CMR
NEW A-CANFD
FR_RDR
NEW
ADAS Integrated Control
FCA-Car/Ped/Cyc
FCA-JT/JC
FCA-LO/LS
FCA w/ ESA
BCA
SCC
NSCC-Z/C/R
LFA
HDA 2
Sensor Fusion
Vehicle Dynamics Integrated Signal Processing
ADAS_DRV
NEW
FR_C_RDR (x2)
SEA RCCA
RR_C_RDR (x2)
� Sensor fusion logic between FR View Camera and FR � Sensor fusion SW are embedded at integrated
Radar were different across suppliers
controller
� Challenging to add new features. Had to duplicate � Established centralized architecture through
development effort with each supplier
standardized interface and addition of A-CANFD
Adding new features via SW update was difficult
Adding new features became easy based on HMC
due to heavy reliance on suppliers
centralized architecture and development
FR_CMR: Front View Camera, FR_RDR: Front Radar, FR_C_RDR: Front Corner Radar, RR_C_RDR: Rear Corner Radar
'15
'17
Individual
Sensors
'19
1st Gen. Integrated Controller
'21
2nd Gen. Integrated Controller
'23~
AD Integrated Controller
E-CANFD
A-CANFD1 FR_CMR
FR_RDR
FR_C_RDR (x2)
RR_C_RDR (x2)
CCU
A-CANFD2 IEB MDPS
C-CANFD
ADAS_DRV 2
CAN-FDx2 transceiver
CAN-FD transceiver
CAN-FD transceiver
CAN-FD transceiver
CAN-FD transceiver
GPIO
eMMC DDR4
Flash
MCU TC397XP
CPU Denverton (16-Core)
RGMII
1Gbps
SPI
RGMII RGMII
Ethernet Switch RGMII
SGMII 1Gbps SGMII RGMII
SGMII
SGMII
GPIO
Ethernet (1Gbps/100 Mbps) 1Gbps PHY
Power 1
PHY
PHY
PHY PHY
ADAS_VP
CAN-FD transceiver
PHY
MCU TC397XP
VPU TDA4V -Mid
VPU TDA4V -Mid
RGMII
1Gbps
SPI
RGMII RGMII
Ethernet Switch RGMII
RGMII 1Gbps
RGMII RGMII
RGMII
CSI 1Gbps
MIPI
Power 2
PHY
DES
DES DES
B+ (12V)
CCU
HDM
ccIC
FR_C_ FR_C_ LDR_LH LDR_RH
B+ (12V)
CCU
LVDS ADAS_PRK 2
CML
RR_SD_CMR (x2)
� Lv 3 Driving, Advanced Parking, and deep-learning based
recognition technology are under development utilizing high
performance processors
� OTA feature will be available by cooperative control with CCU,
addition of security module, and power supply change (IGN B+)
Possible to develop SW efficiently, secure reliability for mass
production. Applicable for Lv 4/5 by changing processors
< ADAS_DRV 2 > < ADAS_PRK 2 > < ADAS_VP >
Highway Driving Pilot (Lv 3)
Front View Camera Radar Camera Lidar
200 m
80 m
200 m
200 m
400 m
160 m
400 m
RoboTaxi (Lv 4/5)
RoboShuttle (Lv 4/5)
< Sensor Fusion Step 2 >
< Sensor Fusion Step 3 >
RoboTruck (Lv 4/5)
Las Vegas Seoul Santa Monica
Singapore
Boston Pittsburgh
Motional office
New Age of
Paradigm Shift and Green New Deal
Hydrogen Society comes to reality
Fuel Cell Technology of HMC
1998
2000
2004
2005
2013
2018
2020
Business in Non-Automotive Sector
Hydrogen Ships UAM
Hydrogen Trains Emergency Generators
Hyundai Fuel Cell System Brand : HTWO
Global Partnership
Global Partnership
Hyundai Fuel Cell System Brand : HTWO
Global business expansion
Hydrogen
Humanity
Establishing Fuel Cell System Line-up
Improvement Performance, Durability, Cost competitiveness
Light weighting/high performance
high durability/power
Together for a better future!
Strategy 2025
Hyundai Motor Company
Connected Car
OTA/FoD* Launch in 2021 Secure 10M customers by 2023
Autonomous Driving
Motional JV Commercialize Robotaxi in 2024
"Hyundai Inside"
Expand Application of Fuel Cell System
... ...
Mobility Device
Mobility Service
Business & Financial Target
17.4% 4.1% 2.9%
17.6% 4.4% 3.0%
5.1%
5.2%
Jan~Sep 2019 Jan~Sep 2020
67.4%
66.2% 32.5%
SUV + Genesis + D-Seg
77.3%
67.9% 41.7%
49.9%
57.2%
Jan~Sep 2019 Jan~Sep 2020
Excluding one-off expenses
3.7%
3.7%
2.6%
-0.1%
1.6
Jan~Sep 2019
-0.0
Jan~Sep 2020
2020
2021
2020
2021
60.1
22.3 27.6 10.2
R&D CAPEX Strategic Investment
6.1 7.6
0.1
0.9
3.3
3.9
2.7 2018
2.8 2019
8.7
1.0 4.7
3.0 2020
8.9
0.9 4.5
3.5 2021
9.9 10.4 11.1 11.1
1.8
2.0
2.3
2.2
4.4
4.6
4.7
4.7
3.7
3.8
4.1
4.2
2022 2023 2024 2025
Unit : KRW Trillion
36.6 41.1 23.5 20.0
* 2019 Electrification Investment Plan 9.7T, 9.8T including waste battery biz
Unit : KRW Trillion
Estimate 10~11
2018
2019
1H 2020
� 2019 CEO Investor Day : Ex-finance net cash
3Q 2020
2020(E)
Investment Plan Resource FCF
Unit : KRW Trillion
+1.7
+2.2
+1.5 +0.5
-0.8
2021
2022
2023
2024
� 2019 CEO Investor Day : FCF with shareholder return cash out
2025
34.5
41.0
8.1
Unit : KRW Trillion
Payout ratio (%) Net income of controlling interest (KRW trillion)
27%
17%
20%
71%
35%
6.4
2015
5.4
2016
4.0
2017
1.5
2018
3.0
2019
4~5%
5.5% 8% 7.5% 9.5%
60.1 T
Commonization(Platform,Part)
Platform integration planning, reduce number of parts through standardized design, maximize effectiveness of integrated purchase
Regional Cost Optimization
Parts localization for overseas plants, local optimization of design & sales
(+) localization of overseas new car sourcing
Electrification
Design innovation of green car parts(battery,PE) &
sourcing improvement
Productivity
Improve production process & utilizationrate, adopt new production technology
Operational Efficiency
Enhancing efficiency of line-up,
investment, and stagnated business
(+) additional reduction of PT parts through 3rd generation platform
2020 Added
Complexity
Optimize lineup & production, reduce parts
Sales-related Cost
Miximprovement � Feetreduction � reducing incentiveof new cars with enhanced product quality
Genesis
Enhancing brand investment efficiency, early acquisition of business value in new markets
Quality Cost
Minimize claims & campaign costs, strengthening precautionary activities