Dan Lin Ren's questions to ECARX Holdings (ECX) leadership • Q2 2025
Question
Dan Lin Ren from CICC inquired about ECARX's strategy for non-automotive applications, progress in overseas expansion following the Volkswagen win, and the development status of its in-house chips.
Answer
COO Peter Cirino explained that the company sees potential to leverage its core automotive technologies (SoC, sensors, software) in the broader industrial and robotics space, citing the recent LiDAR design win for a robotic lawnmower. On global growth, he highlighted a pipeline with over $1 billion in lifetime revenue from secured overseas contracts, 14 active projects with eight global automakers, and recent milestones like the VW Brazil innovation award and a Google Automotive Services white paper. Regarding in-house chips, Cirino noted the continued growth and expanding capabilities of the Antora platform, which complements their work with partners like Qualcomm.