Delphi 2Q17 Earnings Call Notes

Kevin Clark

China is forecast to lead the world in powertrain electrification

” China’s forecasted to lead the global trend in Powertrain electrification, representing over 50% of unit production in 2025, reflecting a 40 fold increase over today’s levels. We remain optimistic about the China market as a result of the underlying macro trends which include increased government focus on emissions regulations, which are increasing demand for China’s new energy vehicles, increased consumer demand for active safety and infotainment in user experience technologies, and accelerated penetration of higher contented SUVs and luxury vehicles.”

The data opportunity in this industry is huge

“Well, listen. As we’ve talked about before, the data opportunity in this industry is huge. And, as an industry, we’ve just scratched the surface. We think mobility on demand and specifically the business opportunities we have with fleet management firms or what I’d call the mobility on demand providers, put us in a position where there’s both opportunity within the vehicle from a data standpoint, but there’s also real opportunity outside the vehicle. And those are what we are evaluating now. Those are the reasons why we’re doing these smart sitting pilots with a select group of partners. And you’ll hear us talk more about our plans as we firm them up.”