ECARX is a China-based automotive technology company that develops and sells computing platforms for intelligent vehicles. Its core product is the intelligent cockpit computing platform — hardware and software that power the in-car digital experience, including infotainment, voice interaction, AI assistants, and navigation. ECARX sells these platforms directly to automotive OEMs, which install them at the factory. Geely, which co-founded ECARX, and the broader Geely ecosystem (Lynk & Co, Galaxy, Volvo, Polestar, Smart) accounted for roughly 80% of FY24 revenue. Hardware sales are the dominant revenue driver, with services (NRE fees and connectivity) and software licenses making up the remainder. Beyond cockpit platforms, ECARX also sells ADAS domain controllers and a full-stack automotive OS called Cloudpeak, which is built on Android Automotive OS and certified for Google Automotive Services. ECARX's flagship platform, Antora, is built on its proprietary SiEngine SoC and integrates cockpit, parking, and gateway functions on a single board — in-house SoC development allows ECARX to capture more margin than platforms built on third-party chips like Qualcomm. The company owns a manufacturing facility in Hangzhou and carries a heavy R&D cost base. ECARX's central strategic priority is reducing its Geely concentration by winning non-Geely OEMs globally — key wins include Volkswagen Group in Latin America and Volvo — with a stated goal of generating 50% of revenue from overseas markets by 2030.