Aptiv PLC
APTVQ3 2022(APTV Q2 FY2022)Estimated10.1% AI
AI Revenue %
10.1%
AI Fair Value
$515.4M
AI Revenue (Q)
$441.6M
Total Revenue (Q)
$4.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
AS&UX segment revenue = $1,026M. Total net sales = $4,057M. AS&UX as % of total = 25.3%. Estimating ~40% of AS&UX is AI-powered (ADAS, deep-learning-based active safety). AI revenue = $1,026M * 40% = $410M. AI% = 410/4,057 = 10.1%.
Analyzed by claude-opus-4-6
Quoted Figures
Advanced Safety and User Experience net sales: $1,026M
10-Q Q2 FY2022 Segment Note
Total net sales: $4,057M
10-Q Q2 FY2022 Income Statement
AI Products Identified (Ring 1)
ADAS sensor fusion systems (radar + camera)Autonomous driving softwareDriver/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 solutions
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix