Automotive – an industry in disruption? Peter Carlsson April 2016

Ericsson & Sony Ericsson Biografi Luleå Technical University 1989-1993 KAMI AB 1993-1994 Ericsson & Sony Ericsson 1995-2007 NXP 2007-2011 Tesla 2011-2015 AmplifyOps

Megatrends in the auto industry Copyright 2011 Tesla Motors, Inc. Proprietary and Confidential , disclosed under NDA

The Auto Paradigms Today Tomorrow Core competence Mechanics Electronics /Software In-house development Combustion eng Electrical Powertrain / Autonomous logic Chassi construction Steel Aluminum & composites Core manufacturing Engine factories Battery & electrical drive unit Service Regular per mile Remote diagnostics & seldom Product value Depreciate per mile Improves by software updates

ADAS infrastructure Copyright 2011 Tesla Motors, Inc. Proprietary and Confidential , disclosed under NDA

Connectivity Entertainment Active traffic information Service management Vehicle enhancements ADAS Security

Old and the new world

Timeline Tesla Motors Founded Roadster Prototype Roadster Production Tesla turned 10 years old in 2013. In just 10 years we were able to build a strong foundation of intellectual property while iterating and developing new products at a speed vastly faster than the traditional automotive industry. Tesla Motors Founded Roadster Prototype Roadster Production Model S Launch Supercharger Launch Model X Launch Model 3 Launch 2003 2006 2008 2012 2013 2015 2017

Auto industry – global capacity 14 500,000 Vehicles Global cell supply growing, but almost entirely in Asia GWh/Year Production Teslas production 2014 35,000 Vehicles Source: IIT Takeshita 2013 There will be a need of 150 Gigafactories when the Auto industry transition!

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