Core Viewpoint - ECARX Holdings Inc. has entered into a global strategic partnership with Samsung Group to enhance the commercialization of automotive intelligence technologies and create a sustainable open technology ecosystem [1][2] Group 1: Partnership Details - The partnership aims to leverage the complementary strengths of both companies in technological innovation and engineering [2] - Focus areas include the integration of Samsung's advanced technologies, such as next-generation displays and high-speed memory, into ECARX's product offerings [2] - The collaboration will develop intelligent solutions for vehicles, smartphones, wearables, robots, and other connected devices, diversifying ECARX's applications beyond automotive intelligence [2] Group 2: Achievements and Innovations - ECARX and Samsung have successfully integrated Samsung's display products into multiple intelligent cockpit systems for automotive clients [3] - The companies have pioneered the integration of automotive-grade LPDDR5 memory in ECARX's Antora® computing platform and Skyland® intelligent driving solution, which are deployed in various vehicles globally [3] Group 3: Strategic Vision - Ziyu Shen, Chairman and CEO of ECARX, emphasized that deepening the partnership with Samsung is a significant milestone in the company's global strategy, providing opportunities for new growth drivers [4] - The strategy aims to enhance the product matrix of integrated, cost-effective solutions for the automotive market while also tapping into robotics and AI applications [4] Group 4: Company Overview - ECARX is a global automotive technology provider specializing in turnkey solutions for next-generation smart vehicles, including system on a chip (SoC) and central computing platforms [5] - Founded in 2017 and listed on Nasdaq in 2022, ECARX has over 1,800 employees across 12 major locations and its products are present in over 8.7 million vehicles worldwide [6]

以下文章来源于36氪汽车 ，作者樊舒琪、徐蔡钰 36氪汽车 . 看懂汽车产业新百年。36氪旗下智能电动车产业报道公号。 油车是基本盘， 智能化也要补课。 文 ｜ 樊舒琪 徐蔡钰 编辑 ｜ 李勤 杨轩 来源｜ 36氪汽车（ID:EV36kr） 封面来源 ｜ IC Photo 传统豪华品牌奔驰，正设法补齐智能化的短板。 36氪汽车从多位知情人士了解到，奔驰已和亿咖通、星纪魅族达成合作，Flyme Auto即将进入奔驰中国车型序列。最先搭载Flyme Auto的奔驰车型是长轴 距版E-Class。 一位消息人士透露，合作车型预计会在2027年推出。36氪获悉，长轴距版E-Class确将在2027年推出改款。 36氪就以上消息向奔驰求证，截至发稿，未获回应。 亿咖通是吉利旗下专注打造全栈式汽车平台的子公司。 这家企业成立于2016年。彼时沈子瑜还是博泰车联网的CEO，而吉利集团正筹划布局智能化业务，于是李书福邀沈子瑜一同创立了亿咖通科技，双方各自 持股70%与30%。2022年，亿咖通在美股上市。 目前，亿咖通除了智能座舱业务，还涉足智能驾驶、底层零部件等领域。 而魅族是吉利2022年收购的手机公司，也是吉利在"车手 ...

Core Insights - Mercedes is collaborating with Geely's subsidiaries, Yikaton and Meizu, to integrate the Flyme Auto system into its vehicles, starting with the long-wheelbase E-Class set to launch in 2027, aiming to enhance its smart technology capabilities in the Chinese market [1][2][5] Group 1: Collaboration and Product Development - The first model to feature Flyme Auto was the Lynk & Co 08 EM-P, launched in 2023, which has contributed to improving sales and brand reputation for Geely [2][3] - Flyme Auto has been adopted in 23 Geely models as of May 2023, with total sales exceeding 1.16 million units by mid-June 2023 [4][5] - The partnership with Geely is a strategic move for Mercedes to maintain competitiveness in the fuel vehicle segment in China, where it has faced declining sales [5][6] Group 2: Market Performance and Challenges - Mercedes reported a nearly 7% year-on-year decline in new car deliveries in China for 2024, with a 14% drop in the first half of the year [3][6] - The collaboration with local suppliers like Meizu and Yikaton is part of Mercedes' strategy to adapt to the rapidly evolving smart technology landscape in China [10] - The upcoming MB.OS system, set to launch in 2025, aims to enhance the user experience with features like continuous updates and advanced AI capabilities, but current fuel models cannot support this system [7][9] Group 3: Technological Advancements - Flyme Auto features a 7nm chip, supporting seamless integration of mobile and automotive functions, which is a significant upgrade for Mercedes' existing systems [3][8] - The third-generation MBUX system in current Mercedes models includes advanced features like a voice assistant with improved response times and enhanced navigation capabilities tailored for the Chinese market [6][8] - The collaboration with local tech firms is seen as a necessary step for Mercedes to keep pace with domestic brands that are rapidly advancing in smart vehicle technology [10]

Core Insights - ECARX Holdings Inc. has released a white paper detailing the integration of Google Automotive Services (GAS) into its infotainment systems for Volvo EX30 and Polestar 4 vehicles, highlighting a significant reduction in integration time [1][2][7] Group 1: Google Automotive Services Integration - GAS is built on Android Automotive OS and provides essential services like Google Maps, Google Play Store, and Google Assistant, enhancing in-vehicle experiences [2][3] - The integration process typically requires 12-18 months for GAS certification, but ECARX has managed to halve this time through a proactive, test-driven approach [4][5] - The first GAS certification for the Volvo EX30 was completed in 10 months, while the second for the Polestar 4 was achieved in just 8 months [7] Group 2: Technical Innovations - ECARX utilized a dedicated "test farm" to run over 1.6 million automatic test cases, allowing for rapid identification and resolution of issues [6] - The integration of the xTS suite into CI/CD pipelines enabled immediate detection of potential regressions, streamlining the certification process [6] Group 3: Company Overview - ECARX is a global automotive technology provider, offering full-stack solutions for next-generation smart vehicles, including system on a chip (SoC) and central computing platforms [10] - Founded in 2017 and listed on Nasdaq in 2022, ECARX employs over 1,800 people across 12 locations worldwide and has products in over 8.7 million vehicles [11]

Investment Rating - The report assigns a "Strong Buy" rating to the company with a target price of $2.51 [2][8]. Core Viewpoints - The company is positioned as a global leader in automotive intelligence solutions, leveraging its strong ties with Geely and expanding its customer base internationally. The report highlights three main investment highlights: deep integration of group and industry resources, outstanding software capabilities adaptable for global markets, and the development of third-party automotive partnerships and overseas growth [7][30][31]. Financial Performance - The company is projected to achieve total revenue of $5.561 billion in 2024, with a year-on-year growth rate of 18.3%. By 2027, revenue is expected to reach $9.334 billion, reflecting a growth rate of 24.1% [3][32]. - The adjusted EBITDA is forecasted to improve from -$2.11 billion in 2025 to $3.35 billion in 2027, indicating a potential turning point towards profitability [3][9]. - The company reported a total net loss of $932 million in 2024, which is expected to narrow to $172 million by 2027 [3][37]. Business Overview - The company, established in 2017, focuses on providing comprehensive intelligent automotive solutions, including hardware and software systems. It has developed a full-stack automotive computing platform and has expanded its client base beyond Geely to include major global automotive brands [7][14][23]. - The company has successfully integrated its products into over 8.7 million vehicles globally, with a significant increase in shipment volume of 81% year-on-year in Q1 2025 [7][27]. Industry Development - The report notes a deepening penetration of cockpit and intelligent driving domain controllers, with a trend towards integrated cockpit-driving solutions, particularly in mid-range vehicles [11][30]. - The competitive landscape is characterized by intense competition in cockpit domain controllers, while the company has achieved a leading position in intelligent driving domain controllers [11][30]. Investment Highlights - The company has established a competitive barrier through the integration of group resources and the development of a comprehensive "chip-software-vehicle" capability [8][30]. - Its proprietary Cloudpeak cross-domain software platform has been successfully deployed in the Volvo EX30 model, enhancing its international competitiveness [7][30]. - The company is leveraging its Geely customer base to develop partnerships with third-party automakers and expand into overseas markets, with notable success in Australia and New Zealand [7][30][31].

Core Insights - ECX has announced a collaboration with a leading global technology company to provide core perception solutions for its smart lawn mower business, aiming for mass production by 2026 [2] - This partnership marks ECX's entry into the promising field of embodied intelligence, creating a new strategic growth area beyond automotive intelligence [2] - The collaboration will utilize ECX's solid-state 3D LiDAR technology as the core environmental perception sensor for the smart robot, enhancing autonomous navigation, obstacle avoidance, and task execution capabilities [2] Company Statements - The CEO of ECX emphasized the significance of this collaboration, highlighting it as a validation of the company's industry-leading position and competitiveness in LiDAR products [3] - The CEO expressed optimism about forming a new growth trajectory based on innovation and indicated plans to collaborate with more cross-industry technology partners to advance LiDAR technology and product optimization [3] - ECX aims to leverage its LiDAR solutions and R&D capabilities to contribute to the ongoing development of the embodied intelligence sector as application scenarios diversify [3]

Partnership with leading robotic lawn mower developer marks strategic diversification beyond automotive intelligence sectorSHANGHAI, June 25, 2025 (GLOBE NEWSWIRE) -- ECARX Holdings Inc. (Nasdaq: ECX) (“ECARX” or the “Company”), a global mobility tech provider, today announced it has signed a partnership agreement with a leading global developer of robotic lawn mowers to integrate ECARX’s cutting-edge lidar solution. This partnership represents a significant milestone in ECARX's strategy to diversify the ap ...

Core Viewpoint - ECARX has unveiled its first 32-bit RISC-V ISA-based processor design, EXP01, which features a dual-core safety architecture that has achieved the highest level of functional safety certification ISO 26262 ASIL-D, enhancing reliability for critical automotive functions [2][3] Group 1: Product Announcement - ECARX introduced the EXP01 processor at the 2025 European RISC-V Summit, marking a significant technological breakthrough for the company [1] - The EXP01 processor is designed with a dual-core safety architecture that continuously verifies the operation of both cores, ensuring high reliability for advanced driver assistance and smart cockpit interfaces [2] Group 2: Future Development Plans - ECARX outlined its roadmap for the next generation of automotive-grade microcontrollers (MCUs), which will be scalable and designed for smart cockpit and body domain control applications, compliant with ISO 26262 ASIL-B safety standards [2] - The upcoming MCUs will support current and future encryption protocols, ensuring compliance with international data regulations [2] Group 3: Strategic Collaborations - During the event, ECARX's R&D director engaged in technical discussions with leading RISC-V developers, including StarFive Technology, laying the groundwork for joint R&D initiatives aimed at accelerating the integration of RISC-V-based computing platforms with next-generation automotive architectures [2] Group 4: Company Vision - The CEO of ECARX emphasized that the launch of EXP01 is a critical step towards providing a high-reliability open architecture computing platform for the automotive industry, aiming to enhance performance and safety through a global partner ecosystem [3] - The open architecture of RISC-V is seen as a means to accelerate innovation and optimize costs, aligning with the company's goal to help automotive manufacturers lead technological advancements [3]

Core Insights - ECARX Holdings Inc. has launched its EXP01 processor based on the RISC-V architecture, marking a significant advancement in mobility technology [1][3] - The company is committed to enhancing RISC-V adoption in intelligent mobility solutions and has outlined a roadmap for next-generation automotive-grade microcontrollers (MCUs) [1][4] Company Developments - The EXP01 processor features a dual-core safety architecture that meets the highest functional safety certification, ISO 26262 ASIL-D, ensuring reliable performance for critical automotive functions [3] - ECARX's next-generation MCU is designed for intelligent cockpit and body-domain control applications, developed to meet ISO 26262 ASIL-B safety standards [4] - The company is engaging in technical workshops with leading RISC-V developers to foster joint research and development initiatives [5] Industry Context - RISC-V is an open-source instruction-set architecture that allows for customized processor designs, promoting faster innovation and lower power consumption in automotive applications [2] - The open architecture of RISC-V aligns with ECARX's goal to provide cost-effective solutions for automakers, enhancing their technological capabilities [6] - ECARX is positioned to lead the intelligent mobility revolution by leveraging its partnerships and RISC-V technology [6] Company Background - Founded in 2017 and listed on Nasdaq in 2022, ECARX has approximately 1,800 employees across 12 locations globally [8] - The company collaborates with major automakers, including Volkswagen Group and FAW Group, and its products are integrated into over 8.7 million vehicles worldwide [8]

Company Developments - Bawang Chaji opened its first store in the United States in Los Angeles, with former McDonald's CMO Eugene Lee joining as the Vice President and Chief Marketing Officer for the Asia-Pacific region [3] - Stone Technology reported a revenue of 3.428 billion yuan in Q1 2025, a year-on-year increase of 86.22%, driven by an expanded product matrix and optimized sales structure [4] - Midea Group's overseas OBM business grew by 40% year-on-year, with e-commerce sales increasing by over 50% in Q1 2025 [5] - Didi launched its overseas car rental service in 11 countries and 26 cities to cater to domestic users traveling abroad [6] - Tianlala plans to open over 200 new stores globally by 2025, focusing on Southeast Asia, Europe, North America, and the Middle East [7] - Anker Innovations reported a revenue of 24.71 billion yuan for 2024, a 41.14% increase year-on-year, with Q1 2025 revenue reaching 5.993 billion yuan, up 36.91% [8] - Uber partnered with Momenta to deploy autonomous taxis in Europe by early 2026 [8] - COSCO Shipping established a new company in Saudi Arabia to enhance its operations in the region [8] - Yizhibo plans to expand its consumer content and marketing services overseas, aiming to establish a presence in five countries by the end of the year [8] - JA Solar expects to rapidly increase production capacity after launching a project in Oman [8] - Zeekr Technology Group has entered over 60 international markets, with more than 1,200 global stores [8] - Deep Blue aims for overseas sales to account for 20% of its total sales by 2025 [8] - Cainiao's order volume in the North American market increased by over 30% [11] Macro Policies & Industry Data - The U.S. officially terminated its tax exemption policy for small packages from China, leading to increased logistics costs and delays for e-commerce platforms [12] - The trade volume between China and Arab countries exceeded $400 billion in 2024, marking a tenfold increase since 2004 [12] - In Q1 2025, China's software business exports reached $13.1 billion, a year-on-year increase of 2.4% [13] - The Export-Import Bank of China issued over 300 billion yuan in loans to support foreign trade in Q1 2025 [14] - Mexico is expanding its largest port to strengthen trade ties with China [14] Investment & Financing - In Time Robotics completed nearly 100 million yuan in B3 round financing to accelerate global market expansion [15] - IndustrialNext raised several million dollars in Series A funding to enhance team size and R&D efforts [15] - Aihua New Materials secured several million yuan in A round financing to focus on product development and overseas market expansion [15] - Guopei Chuang (Suzhou) Education Technology completed a million yuan Pre-A round financing to support AI technology development and overseas market expansion [16] - Clickmate, a live-streaming e-commerce platform in South Korea, announced seed round financing, with a monthly transaction volume of 9 billion KRW [17]