canar.ai
Rankings/APTV/Q3 2024 Analysis

Aptiv PLC

APTV
Q3 2024(APTV Q2 FY2024)Estimated13.8% AI
AI Revenue %
13.8%
AI Fair Value
$893.4M
AI Revenue (Q)
$697.0M
Total Revenue (Q)
$5.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

AS&UX segment revenue = $1,554M. Total net sales = $5,051M. AS&UX as % of total = 30.8%. AI share of AS&UX = 45%. AI revenue = $1,554M * 45% = $699M. AI% = 699/5,051 = 13.8%.
Analyzed by claude-opus-4-6

Quoted Figures

Advanced Safety and User Experience net sales: $1,554M
10-Q Q2 FY2024 Segment Note (MD&A variance table)
Total net sales: $5,051M
10-Q Q2 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