Aptiv PLC
APTVQ2 2023(APTV Q1 FY2023)Estimated12.8% AI
AI Revenue %
12.8%
AI Fair Value
$715.7M
AI Revenue (Q)
$559.6M
Total Revenue (Q)
$4.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
AS&UX segment revenue = $1,366M. Total net sales = $4,818M. AS&UX as % of total = 28.3%. Aptiv's ADAS product wins accelerated in 2023 with broader L2+ adoption. Increasing AI share of AS&UX to 45% to reflect growing ADAS penetration. AI revenue = $1,366M * 45% = $615M. AI% = 615/4,818 = 12.8%.
Analyzed by claude-opus-4-6
Quoted Figures
Advanced Safety and User Experience net sales: $1,366M
10-Q Q1 FY2023 Segment Note
Total net sales: $4,818M
10-Q Q1 FY2023 Income Statement
AI Products Identified (Ring 1)
ADAS sensor fusion systems (radar + camera + LiDAR)Autonomous driving softwareDriver/cabin monitoring (computer vision AI)Smart Vehicle Architecture compute platformsCloud-native software 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