Aptiv PLC
APTVQ2 2022(APTV Q1 FY2022)Estimated10.4% AI
AI Revenue %
10.4%
AI Fair Value
$516.2M
AI Revenue (Q)
$454.7M
Total Revenue (Q)
$4.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Aptiv reports two segments: Signal & Power Solutions ($3,106M) and Advanced Safety & User Experience (AS&UX, $1,082M). AS&UX includes ADAS, autonomous driving tech, connectivity, and traditional user experience products. Only the ADAS/active safety portion (radar/camera sensor fusion using deep learning, driver monitoring via computer vision) qualifies as AI. Conservatively estimating ~40% of AS&UX revenue is AI-powered in early 2022 (before broader L2+ adoption). AI revenue = $1,082M * 40% = $433M. Total revenue = $4,178M. AI% = 433/4,178 = 10.4%.
Analyzed by claude-opus-4-6
Quoted Figures
Advanced Safety and User Experience net sales: $1,082M (derived: H1 $2,108M minus Q2 $1,026M)
10-Q Q2 FY2022 Segment Note
Total net sales: $4,178M (derived: H1 $8,235M minus Q2 $4,057M)
10-Q Q2 FY2022 Income Statement
AI Products Identified (Ring 1)
ADAS sensor fusion systems (radar + camera)Autonomous driving software (Motional JV R&D)Driver/cabin monitoring (computer vision)Smart Vehicle Architecture compute platforms
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Infotainment & user experience displaysBasic connectivity modulesSecurity solutionsDevOps tools
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix