Aptiv PLC
APTVQ4 2022(APTV Q3 FY2022)Estimated10.4% AI
AI Revenue %
10.4%
AI Fair Value
$567.1M
AI Revenue (Q)
$454.7M
Total Revenue (Q)
$4.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
AS&UX segment revenue = $1,199M. Total net sales = $4,614M. AS&UX as % of total = 26.0%. Estimating ~40% of AS&UX is AI-powered. AI revenue = $1,199M * 40% = $480M. AI% = 480/4,614 = 10.4%.
Analyzed by claude-opus-4-6
Quoted Figures
Advanced Safety and User Experience net sales: $1,199M
10-Q Q3 FY2022 Segment Note
Total net sales: $4,614M
10-Q Q3 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