Automobiles aren’t solely getting safer, they’re changing into smarter, due to advances in cockpit expertise. Fueled on by electrical autos, superior driver help techniques, synthetic intelligence and in-car connectivity, shoppers can now get greater than a steering wheel after they get within the driver’s seat. With these techniques, drivers can entry real-time knowledge through a easy voice command, simply sync with their smartphones to make calls and play music and even get climate and film occasions primarily based on their actual location at any given time. It is no marvel the good cockpit market is projected to develop at a CAGR of round 20% between now and 2034.
Ecarx Holdings Inc. ECX, the Chinese language automotive expertise supplier, is aiming to capitalize on this shift, leveraging its years of experience in automotive expertise to ship full-stack options the corporate says improve intelligence, connectivity and effectivity of next-generation autos. The corporate melds software program, hypervision, working techniques and software software program into one providing to supply automobile producers and OEMs with a single system that it says reduces prices and complexity.
Ecarx ought to know a factor or two about automotive expertise; in spite of everything, it’s the brainchild of two automotive entrepreneurs – chairperson and CEO Ziyu Shen, and Eric Li (Li Shufu), who can also be the founder and chairperson of Zhejiang Geely Holding Group GELYF. Launched in 2017, Ecarx has over 1,800 staff in 12 places all over the world, together with China, the U.Ok., the U.S., Sweden, Germany and Malaysia. The corporate says its merchandise might be present in over 7.3 million autos worldwide.
Serving to Drive Geely’s Gross sales
The corporate’s automotive expertise prowess is not misplaced on automobile producers both, that are benefiting from integrating Ecarx’s expertise into their autos. Take Geely Cars for one instance. Ecarx stated its full stack of automotive options helped Geely put up gross sales of 266,700 autos in January 2025. Ecarx’s options are present in a spread of Geely manufacturers, together with Geely Galaxy and Lynk & Co., which the corporate says improve automobile intelligence, enhance the person expertise and contribute to the automotive firm’s improve in gross sales.
“Ecarx is dedicated to driving innovation and delivering distinctive worth to our clients,” stated Shen. “Our long-term collaboration with Geely highlights how our options empower automakers to speed up gross sales progress and strengthen their aggressive edge by providing the buyer a novel automobile expertise. Our capability to quickly adapt and deploy these options throughout numerous fashions and types globally, no matter powertrain, optimizes prices and permits automakers to maintain tempo with the quickly evolving automotive panorama.”
Diversifying Past Geely
However Ecarx just isn’t working with Geely alone. The corporate has been diversifying and saying new companions, together with its cope with FAW Group Co., a Chinese language automaker. FAW is utilizing Ecarx’s automotive expertise in its Hongqi Tiangong 05 all-electric sedan, which it launched in January. Ecarx says the Tiangong 05’s clever cockpit can be powered by Ecarx’s Antora 1000 Professional computing platform and built-in with personalized Hongqi FAW OS on high of Ecarx Cloudpeak and the just lately upgraded Ecarx AutoGPT in-vehicle AI giant mannequin software. That, says the businesses, will set a brand new business benchmark with an immersive and AI-driven clever cockpit expertise.
To make it a actuality, Ecarx and FAW mixed their analysis and growth capabilities and technological strengths over the previous 12 months to construct an end-to-end worth chain for the event of clever cockpits – from software program and {hardware} design to system integration. This resolution can be replicated and scaled throughout future Hongqi fashions, offering what the businesses say is an economical and streamlined method.
“Deploying our AI-driven clever cockpit resolution within the Tiangong 05 is a major milestone within the journey we launched into with FAW final 12 months to carry speedy change, technical development, and innovation to the sector,” stated Shen. “Specifically, the deep integration of Ecarx AutoGPT with DeepSeek-R1 is ready to redefine in-vehicle connectivity and efficiency, empowering extra drivers with intuitive AI-driven options that align with the quickly evolving calls for of next-generation mobility.”
The corporate’s capability to diversify past Geely is without doubt one of the causes UBS just lately initiated protection of Ecarx with a purchase score. In a analysis report, UBS stated it expects Ecarx’s diversification to start to spice up outcomes. “Ecarx has been increasing its shopper base to non-Geely manufacturers for quite a few years and has received orders from FAW Hongqi and abroad OEMs. We anticipate the corporate to diversify its shopper combine and forecast income contribution from non-Geely manufacturers to rise to 23% of whole income in 2027,” wrote UBS. The Wall Avenue agency expects a 52% earnings CAGR between 2026 and 2028.
Expertise Advances Proceed Unabated
If Ecarx wasn’t busy sufficient diversifying its income stream, the corporate can also be at work advancing the expertise it has pioneered. Take its latest improve of its Ecarx AutoGPT in-vehicle AI giant mannequin software which is built-in with DeepSeek-RI mannequin, for one instance. The improve is leading to a sooner, safer and extra personalised expertise for customers, experiences Ecarx. It additionally expands AutoGPT’s native processing capabilities and enhances reasoning and decision-making capability for automotive-specific functions.
In accordance with Ecarx, it additionally improves knowledge privateness, lowers latency and reduces knowledge transmissions and storage prices. Automotive firms utilizing it will not have to fret about operating afoul of native privateness rules.
“This improve highlights the distinctive worth proposition we provide to world automakers with our cutting-edge expertise and rising ecosystem of strategic partnerships — one thing we consider is essential to driving the long-term sustainable growth of the worldwide automotive business because it evolves in the direction of software-defined autos,” says Shen.
This is not your typical automobile cockpit. Because of AI, your cockpit can accomplish that rather more than get you from level A to level B. Ecarx is among the many gamers enabling that with its superior expertise and deep partnerships, and it hopes to be a pacesetter in shaping the way forward for the good mobility market.
Featured picture by Anatolii Nesterov on Unsplash.
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