Aptiv PLC
APTVQ2 2024(APTV Q1 FY2024)Estimated13.1% AI
AI Revenue %
13.1%
AI Fair Value
$827.8M
AI Revenue (Q)
$642.0M
Total Revenue (Q)
$4.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
AS&UX segment revenue = $1,429M. Total net sales = $4,901M. AS&UX as % of total = 29.2%. AI share of AS&UX = 45%. AI revenue = $1,429M * 45% = $643M. AI% = 643/4,901 = 13.1%.
Analyzed by claude-opus-4-6
Quoted Figures
Advanced Safety and User Experience net sales: $1,429M
10-Q Q1 FY2024 Segment Note (via MD&A variance table)
Total net sales: $4,901M
10-Q Q1 FY2024 Income Statement
AI Products Identified (Ring 1)
ADAS sensor fusion systems (L2+)Driver/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 solutions
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix