Ecarx Holdings Inc. · NASDAQ:ECX
Ecarx — Investor Day (2025)
34 slides from Ecarx's investor day presentation, 2025
Slide 1: All copyright shall belong to ECARX. No person shall copy or distribute any or
DMpD GqzkS 81nidZp All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations. | www.ecarxgroup.com
Slide 2: Disclaimer
DMpD GqzkS 81nidZp Disclaimer THIS PRESENTATION AND ITS CONTENTS ARE CONFIDENTIAL AND ARE NOT FOR RELEASE, Certain statements in this presentation, and other statements that the Company may make, are forward - REPRODUCTION, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, TO
Slide 3: Agenda
DMpD GqzkS 81nidZp 01 04 Company Introduction Customer Overview and Project Reference 02 05 Industry Overview Financial Update 03 Product Overview All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take
Slide 4: Company Introduction
DMpD GqzkS 81nidZp 01 Company Introduction All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations. | www.ecarxgroup.com 4
Slide 5: A NASDAQ listed company (ECX)
DMpD GqzkS 81nidZp A NASDAQ listed company (ECX) Co-founded in 2017 by renowned entrepreneurs Eric Li and Ziyu Shen to develop the full-stack automotive computing platform Enable & Accelerate the global leading automotive intelligent solutions Serving 18 OEMs across 28 8.1mn+ vehicles integrated RMB
Slide 6: Visionary leadership with global experience
DMpD GqzkS 81nidZp Visionary leadership with global experience Ziyu Shen Co-Founder, Chairman, and CEO of ECARX A forward-thinker with a unique ability to integrate deployment capabilities across industries, continuing to shape the future of smart mobility and connected automotive technology ⚫ Held
Slide 7: ECARX global presence
DMpD GqzkS 81nidZp ECARX global presence Gothenburg San Diego, CA • Cockpit R&D and delivery • R&D Centre Shanghai - HQ • AD R&D center • AI R&D center • Big data, algorithm, cloud • Advanced research product and London - EU HQ technology R&D • EU operation center where our • Automotive SoC R&D exec
Slide 8: Industry Overview
DMpD GqzkS 81nidZp 02 Industry Overview All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations. | www.ecarxgroup.com 8
Slide 9: Strong consumer demand for smart features
DMpD GqzkS 81nidZp Strong consumer demand for smart features Top reasons when customers choose a local brand with a R&D expense on intelligent technology by Chinese OEMs price over RMB 200K Plans to invest over RMB10bn on intelligent cockpit and driving in next 3 years Advanced AD functions 65% Accu
Slide 10: Large and growing addressable market supported by increasing smart cockpit and ADAS penetration
DMpD GqzkS 81nidZp Large and growing addressable market supported by increasing smart cockpit and ADAS penetration China intelligent cockpit and DCU market size (RMBbn) and Market Size for ADAS and AD Solutions (RMBbn) and AD penetration rate penetration rate AD as % of ADAS and AD Market size 41% I
Slide 11: Vehicle-centralized EEA increasingly prevalent to support complex data processing and communication
DMpD GqzkS 81nidZp Vehicle-centralized EEA increasingly prevalent to support complex data processing and communication Vehicle-centralized EEA requires strong centralized computing power Vehicle Cloud Computing Transfer some vehicle functions into the cloud Vehicle centralised architecture Vehicle F
Slide 12: China's dominance in global EV supply chain and technologies presents enormous market opportunities
DMpD GqzkS 81nidZp China’s dominance in global EV supply chain and technologies presents enormous market opportunities for leading auto tech suppliers World leading NEV penetration rate Faster adoption of AD solutions and related technologies NEV sales volume (million units) and penetration ratio AD
Slide 13: AI revolution accelerates the upgrade of software capabilities
DMpD GqzkS 81nidZp AI revolution accelerates the upgrade of software capabilities AI revolution driven by AI generative model… …to better serve software development • DeepSeek-v2 achieves the reasoning capabilities of GPT-4 (1.8tn parameters) with just 200bn parameters, reducing the computational co
Slide 14: Product Overview
DMpD GqzkS 81nidZp 03 Product Overview All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations. | www.ecarxgroup.com 14
Slide 15: ECARX main full-stack computing roadmap
ECARX main full-stack computing roadmap All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations. | www.ecarxgroup.com
Slide 16: Antora Family
Antora Family Antora Antora Antora - Antora Standard Antora Advanced Cockpit + parking Multi-Domain Basic cockpit, DIM + IVI Advanced cockpit Cockpit upgrade Mix-capability Infotainment only Supports 3D HMI Supports AVM, DMS, gateway APA/RPA integrated Highway NOA integrated Standard BSP Standard BS
Slide 17: Skyland Family
Skyland Family Mature solution supports OEM fast-to-market, flexible configuration enables customer individualization, continuous iteration focuses on customer experience. Skyland Standard Skyland Pro Skyland Ultra NCAP 5 Star NCAP 5 Star L2++ Point to point Urban NCAP 5 Star + L2+ Highway Navigatio
Slide 18: ECARX Cloudpeak software solution
ECARX Cloudpeak software solution Flexible and open SOA architecture design completely releases hardware performance, providing customizable cross domain software development solutions. All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way.
Slide 19: ECARX – Cloudpeak AI
ECARX – Cloudpeak AI AI Scene In-cabin External AI Vehicle AI Voice AI Avatar ADAS Copilot Agent HMI … Engine Perception Environment Manuals ECARX Auto GPT AutoAgent AutoScene AutoFlow AutoECO Cognitive Decision- Multimodal Emotional Cross-Domain Making LLM Perception LLM Intelligence LLM Perception
Slide 20: Global ecosystem
Global ecosystem Google Automotive Service Core services Navigation Intelligent assistant App store Global ecosystem CP First Tier-1 to successfully mass produce Google Automotive Service certified solutions All copyright shall belong to ECARX. No person shall copy or distribute any or all part of t
Slide 21: ECARX possesses full-stack R&D capabilities in automotive intelligence
ECARX possesses full-stack R&D capabilities in automotive intelligence Technology Stack and Key Focus 1） ECARX R&D Focus OEM R&D Focus Personalized Cloud Services Customized Vehicle Application and UX Software Stack Customization ADAS Vehicle Cloudpeak Stack Stack Operating System Development Safety
Slide 22: Customer Overview and Project Reference
DMpD GqzkS 81nidZp 04 Customer Overview and Project Reference All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations. | www.ecarxgroup.com 22
Slide 23: Strong position from diversified and growing customer base
Strong position from diversified and growing customer base Chinese Brands Global Brands All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations. | www.ecarxgroup.com
Slide 24: Geely Geome Xingyuan
ECARX enables impressive sales for Geely Geome with superior experience E02 has achieved cumulative shipment of over 2.1 million as of Dec 31, 2024 October 2024 Geely Geome Xingyuan Best-selling NEV model of Geely brand 1 Note 1: In the month of January 2025 All copyright shall belong to ECARX. No p
Slide 25: Galaxy E5
With high-performance computing platform and ecosystem capabilities, ECARX creates an advanced intelligent experience for Geely Galaxy E5 August 2024 Galaxy E5 Best-selling BEV model of Geely brand with price over RMB 100K (In January 2025)
Slide 26: Lynk & Co 08 EM-P and Lynk & Co 07 EM-P
Empowered by ECARX, Lynk & Co 08 EM-P and Lynk & Co 07 EM-P have impressed as Geely’s best-selling intelligent flagships September 2023 May 2024
Slide 27: FAW Hongqi in-vehicle AI LLM
In-vehicle AI LLM DeepSeek-R1 fully adapted Empowered by ECARX’s comprehensive software & hardware ecosystem， FAW Hongqi has established a pioneering position in the industry February 2025 天工 05 All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in
Slide 28: Cloudpeak deployed on VOLVO EX30
ECARX Cloudpeak software platform is deployed as the cross-domain system foundation of VOLVO EX30 June 2023 EX30 3rd Best-selling EV in Europe (2024) 2023 Car of the Year 2024 World Urban Car
Slide 29: ECARX collaborates with smart on smart OS
Empowered by Qualcomm chip, ECARX collaborates with smart to create smart OS with unique design & experiences April 2022 June 2023 All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action aga
Slide 30: ECARX collaborates with Lotus on Lotus Hyper OS
Empowered with two Qualcomm Snapdragon SA8155P automotive-grade chips, ECARX collaborates with Lotus to create unparalleled Lotus Hyper OS January 2024 October 2022 All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve
Slide 31: Makalu Computing Platform and smart #5
Based on the peak performance of ECARX Makalu Computing Platform, smart #5 starts a global adventure October 2024 All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violati
Slide 32: Financial Update
DMpD GqzkS 81nidZp 05 Financial Update All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations. | www.ecarxgroup.com 32
Slide 33: 2024 revenue, gross profit, shipments and Q4 non-GAAP profit
DMpD GqzkS 81nidZp ECRAX finished Q4 2024 with positive earnings and expects to stay profitable for the whole of 2025 1 2024 Revenue 2024 Gross Profit 5.6bn 1.2bn Up 18% YoY GM 20.8% 2024 Total Shipments Q4 2024 Non-GAAP Profit 2mn+ units 74.4mn Up 33% YoY Profitability forecasted for 20251 1. Unaud
Slide 34: Thanks.
Thanks. All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations. ECARX Holdings Inc. www.ecarxgroup.com