Aptiv PLC
APTVQ4 2023(APTV Q3 FY2023)Estimated12.7% AI
AI Revenue %
12.7%
AI Fair Value
$744.5M
AI Revenue (Q)
$555.3M
Total Revenue (Q)
$4.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
AS&UX segment revenue = $1,441M. Total net sales = $5,114M. AS&UX as % of total = 28.2%. AI share of AS&UX = 45%. AI revenue = $1,441M * 45% = $648M. AI% = 648/5,114 = 12.7%.
Analyzed by claude-opus-4-6
Quoted Figures
Advanced Safety and User Experience net sales: $1,441M
10-Q Q3 FY2023 Segment Note
Total net sales: $5,114M
10-Q Q3 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