Oct.15, 2015

Eric Chang /Consulting Service Center, Industry Analyst

eric_chang@topology.com.tw

12 October 2015 | Page 22

TRI

Outline

12 October 2015 | Page 33

TRI

Outline

12 October 2015 | Page 4

2016 9,000

12 October 2015 | Page 5

20152015

8.9%

166-33.5%

336+5.8%

2,350+0.0% 610

+9.8%

1,762+4.1%

275-21.4%

318+3.1%

1,898+3.7.%

194+2.4%

93-21.7%

70-16.8%

178+7.2%

131+15.56%

12 October 2015 | Page 6

135,995

215,639

317,895

285,842

709,311170,766

-

100,000

200,000

300,000

400,000

500,000

600,000

700,000

2012 2013 2014 2015 E 2016 F

2015 1~8 28 (2014 1-6 ) 36%45

Nissan Leaf 30,00015%

BYD Qin 1~8 Mitsubishi Outlander PHEV8 3,500 Nissan Leaf Tesla

Model S 2015 Tesla Model S2015

2015 Top 3 (up to Aug)

Nissan Leaf

Tesla Model S

BYD Qin

2012-2015(PHEV+BEV)

12 October 2015 | Page 7

2015

20142015 1~8 177% 2015

60%Nissan Leaf Chevrolet Volt

Tesla Model X

Others2012 54,683 12,791 22,465 3,995 11,447 5,120 4,650 1,827 1,212 42,883 1,3462013 96,034 17,642 29,761 8,666 14,905 6,711 23,149 3,041 1,902 67,026 2,1352014 119,804 74,800 32,418 20,079 16,222 13,237 15,261 5,027 5,033 100,060 3,3212015 E 120,716 150,460 30,006 29,115 24,522 19,194 21,128 5,689 6,898 145,087 4,6502016 F 127,388 318,167 32,859 42,216 37,557 27,831 29,636 6,529 10,002 217,626 6,742

-

50,000

100,000

150,000

200,000

250,000

300,000

12 October 2015 | Page 8

TRI

Outline

12 October 2015 | Page 9

2015 CES

Audi A7 Piloted Driving Concept

Silicon Valley550miles ( 880km) Las Vegas

ADAS ACC ASA360 20

Mercedes-Benz F 015 Luxury

B

ADASElectric

Hybrid System

12 October 2015 | Page 10

-1

Toyota Corolla Axio Toyota Safety Sense C

2015 ()

Leaf Advanced Driver Assist2015Fuga2016 Traffic Jam Pilot2018

2020

2015 “Honda SENSING”20162020~2021

2030

EyeSight Ver. 32017 Traffic Jam2020

2020

2013 Super Cruise

20172017

2012 Traffic Jam Assist/

2013Obstacle Avoidance

2017

12 October 2015 | Page 11

-2

Traffic Jam Assistance

2020

2020

2012 2014

(Stop&Go PilotDistronic Plus with Steering Assist)2013 S-class INTELLIGENT DRIVE (

3D)

2014 Intelligent drive20202025

2020

2013 Vision Zero 2015

BMW Hyundai VW VolvoMarvell GoPro Gentex

2015 Autopilot

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Bosch

+

++ //

+ + +

/

2015 2018 2020

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Bosch

Surround Sensing

Legislation Safety and Security

VDAVDA

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+ 3G/4G/LTE

TelematicsGPS

Ethernet / MOSTDSRC /WAVE

/

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TRI

Outline

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ITS

GM OnStarToyota G-BookMercedes-Benz Me

ETC

MARLIN-ATSC

SmartHUD

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US $199~299 /year

US $ 60 /year

JPY ¥12,000/ per year

(JPY¥198,000~258,000 / )

NA EUR £1,890/ per year

QNX Windows (QNX)

QNX Android QNX QNX

4G LTE Wi-Fi Bluetooth 4G LTE Wi-

Fi4G LTE Wi-Fi

Bluetooth4G LTE Wi-Fi

V2VVICS

ME

idrive

X V X X X V

V ( ) V V V ( ) X V

Microsoft

12 October 2015 | Page 18

Apps

V V V V V V V V V V V

V V V V V V V V V

V V V V V V V V V V V

V V V V V V V V V V V

V V V V V V V V V V

V V V V V V V V V V V

12 October 2015 | Page 19

Car Sharing(

)

/

//

X X X X V

X X V X V

X X X

0 24

0 24

1hr

1hr

2hr

1.5 hr 3.5 hr 1hr

2hr

1 2 hr

5 10 hr

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Car Sharing Autolib

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TRI

Outline

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&

Tesla Model SBMW i3 with I ConnectedDrive

Gogoro N1 Bolt

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Tesla

= +

12 October 2015 | Page 24

Gogoro V.S. N1 V.S. BoltGogoro N1 Bolt

BOLT MOBILITY

( HTC ) ( ) MARIJN FLIPSE ( )

NTD 128,000Plus NTD 138,000

RMB 4,999RMB 3,999

EUR 2,490EUR 2,990

6400 W 1200 W 800 W N.A.

3030 mAh * 2 2600 mAh N.A.

100 km ( 40 km/h) 100 km 80 km( 20 km/h)

150 km

60 MPH (96.6 km/h) 45km/h N.A.

App App App

3G/4G

50800

730

EBS

4G

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12 October 2015 | Page 2626

TRI

Outline

12 October 2015 | Page 27

20152016

ADAS

ETCCar Sharing

TRI

12 October 2015 | Page 28

Thank You!