Visteon (VC) investor relations material

Industry transformation and company positioning

• Cockpit electronics are becoming more digital and connected, serving as a key differentiator for OEMs.

• The company designs and manufactures digital instrument clusters, infotainment systems, and cockpit domain controllers (CDC), serving most global OEMs.

• Employs 10,000 people, including 4,000 engineers, highlighting a strong focus on technology.

• Demonstrated resilience amid industry challenges, with increased margins and strong cash flow.

• Maintains a strong balance sheet, disciplined capital allocation, and ongoing investments in technology and acquisitions.

Product and technology growth drivers

• Displays have grown 25% year over year, now representing 13% of total sales and 45% of recent business wins.

• 21 display launches between 2024 and 2025, with high-profile projects for major OEMs.

• CDCs represent 11% of sales, with a diversified customer base and high-profile launches planned for 2026–2028.

• High-performance compute CDC systems, especially in China, are AI-enabled and command 3–5x the ASP of standard CDCs.

• AI integration is a key focus, with the Cognito AI system enhancing cockpit interactivity and productivity.

Regional and customer expansion

• Significant growth expected with Toyota, aiming for it to become a top-three customer by 2028, representing close to 10% of sales.

• Focused on expanding with major Asian OEMs, including Maruti Suzuki, Hyundai Kia, and Honda, where current sales are under 5% despite large market shares.

• Growth in China is resuming, with 20 launches planned through 2026 and a focus on higher-end vehicle segments.

• The company is leveraging its platform approach and cost structure to win business with both local and international OEMs in China and Europe.