Aptiv PLC
APTVQ1 2023(APTV Q4 FY2022)Estimated10.3% AI
AI Revenue %
10.3%
AI Fair Value
$578.2M
AI Revenue (Q)
$450.3M
Total Revenue (Q)
$4.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
From 10-K: 9-month AS&UX = $3,307M, 9-month total = $12,849M. FY2022 total revenue = $17,489M (from 10-K). Q4 total = $17,489M - $12,849M = $4,640M. 9-month AS&UX = $3,307M. FY2022 AS&UX derived from segment proportions: AS&UX maintained ~26% share, so Q4 AS&UX = ~$4,640M * 0.26 = ~$1,193M. Cross-check: FY2022 AS&UX = ~$4,500M (consistent with 9M $3,307M + Q4 ~$1,193M). AI revenue = $1,193M * 40% = $477M. AI% = 477/4,640 = 10.3%.
Analyzed by claude-opus-4-6
Quoted Figures
Nine months ended Sept 30, 2022 AS&UX net sales: $3,307M
10-Q Q3 FY2022 Segment Note
Nine months ended Sept 30, 2022 total net sales: $12,849M
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