Financial Review and Product Capabilities
Emerging Trends Offer Significant
E-Systems Value Creation
Electrification
2027 Addressable Market:
=$44 Billion
Feature
Plug-in Hybrid / Battery Electric
HV EDS, T&Cs, traction inverter,
DC/DC converter, battery monitoring
system plus on-board charger,
wireless charging systems
48V Mild Hybrid
48V electrical distribution, inverter,
DC/DC converter, smart junction box
Connectivity
2027 Addressable Market:
$9 Billion
Autonomous
2035 Addressable Market:
=$50 Billion
Incremental
Incremental
Feature
Feature
CPV
CPV
=$2,000
Communication Module with V2X
$200
V2X hardware/software,
safety algorithms
Connectivity / Autonomous
Data management / analytics,
high precision positioning, advanced
cybersecurity, Al / neural network
=$300
Communication Module
=$125
Seat Automation /
Cellular, WiFi, OTA,
car sharing, eCall
Personalization
Driver and passenger
CPV opportunity of $300 to $2,000
LEAR
CORPORATION
CPV opportunity of $125 to $200
state monitoring
Incremental
CPV
=$500 -
$1,000
=$500 -
$1,000
CPV opportunity of $500 to $2,000
15
Source: IHS Automotive for industry productionView entire presentation