Jiahui Wang's questions to ECARX Holdings (ECX) leadership • Q4 2024
Question
Jiahui Wang from UBS requested a revenue breakdown by client for 2024 and an outlook on the client mix for the next 5-10 years. She also asked if ECARX expects to benefit from Geely's supply chain consolidation and increase its share within Geely brands.
Answer
COO Peter Cirino highlighted customer diversification efforts, including new launches with FAW's Hongqi brand and the milestone win with Volkswagen, while noting continued growth with Geely via the Antora platform. CFO Phil Zhou specified a long-term goal to achieve a 50/50 revenue split between Geely and non-Geely customers by the 2027-2028 timeframe.