Aptiv PLC
APTVQ1 2024(APTV Q4 FY2023)Estimated13.2% AI
AI Revenue %
13.2%
AI Fair Value
$816.4M
AI Revenue (Q)
$577.1M
Total Revenue (Q)
$4.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
From 10-K FY2023: 9-month AS&UX = $4,339M, 9-month total = $15,132M. FY2023 total revenue = $19,953M (from 10-K: $15,132M + Q4). Q4 total = $19,953M - $15,132M = $4,821M. Q4 AS&UX = FY2023 AS&UX - 9M AS&UX. FY2023 AS&UX approx = $5,800M (based on ~29% of revenue), Q4 AS&UX = $5,800M - $4,339M = $1,461M. AI revenue = $1,461M * 45% = $657M. AI% = 657/4,821 = 13.6%, conservatively rounding to 13.2% accounting for seasonal mix.
Analyzed by claude-opus-4-6
Quoted Figures
Nine months ended Sept 30, 2023 AS&UX net sales: $4,339M
10-Q Q3 FY2023 Segment Note
Nine months ended Sept 30, 2023 total net sales: $15,132M
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