Wei Huang's questions to Ecarx Holdings Inc. (ECX) leadership • Q4 2024
Question
Wei Huang of Deutsche Bank asked for Geely's share of total revenue in 2024, the business impact of the Lynk & Co merger into Zeekr, and whether the Geely Galaxy E8's Qualcomm 8295 chip uses an ECARX computing platform.
Answer
CFO Phil Zhou stated that in 2024, nearly 80% of revenue came from Geely and its ecosystem. Chairman and CEO Ziyu Shen clarified there is minimal impact from the Lynk & Co merger, as ECARX remains a key supplier. He also confirmed that while ECARX provides the Skyland ADAS system and Flyme Auto software for the Galaxy E8, the Qualcomm 8295 hardware platform is from another supplier.