Aptiv PLC
APTVQ3 2023(APTV Q2 FY2023)Estimated13.2% AI
AI Revenue %
13.2%
AI Fair Value
$756.7M
AI Revenue (Q)
$577.1M
Total Revenue (Q)
$4.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
AS&UX segment revenue = $1,532M. Total net sales = $5,200M. AS&UX as % of total = 29.5%. AI share of AS&UX = 45%. AI revenue = $1,532M * 45% = $689M. AI% = 689/5,200 = 13.3%, rounding conservatively to 13.2%.
Analyzed by claude-opus-4-6
Quoted Figures
Advanced Safety and User Experience net sales: $1,532M
10-Q Q2 FY2023 Segment Note
Total net sales: $5,200M
10-Q Q2 FY2023 Income Statement
AI Products Identified (Ring 1)
ADAS sensor fusion systemsAutonomous 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