{"city":"Shanghai","name":"ECARX","slug":"ecarx","facts":[{"date":"2026-09-08","type":"ownership_change","value":"controlled by Ziyu Shen / Eric Li (Geely-anchored)","source":"Arm"},{"date":"2026-09-08","type":"product_launch","value":"Arm Total Design for Physical AI with more than 80 ecosystem companies","source":"Arm"},{"date":"2026-08-11","type":"deployment","value":"units delivered","source":"SEC Form 6-K via stocktitan.net"},{"date":"2026-08-11","type":"revenue","value":"USD 225200000","source":"SEC Form 6-K via stocktitan.net"},{"date":"2026-05-24","type":"deployment","value":"thousands of purpose-built robotaxis","source":"TechCrunch"},{"date":"2026-05-24","type":"partnership","value":"May Mobility and ECARX agreed to deploy purpose-built robotaxis","source":"TechCrunch"}],"peers":[{"name":"Waymo","rank":7,"slug":"waymo","score":"94"},{"name":"GAC Group","rank":34,"slug":"gac-group","score":"85"},{"name":"Gatik","rank":42,"slug":"gatik","score":"83.5"},{"name":"Tesla","rank":48,"slug":"tesla","score":"83"},{"name":"Nuro","rank":54,"slug":"nuro","score":"82"},{"name":"Waabi","rank":55,"slug":"waabi","score":"82"}],"stage":null,"state":"Shanghai","aliases":["ECARX Holdings Inc.","ECARX Technology Co., Ltd.","亿咖通"],"country":"China","domains":[{"why":"ECARX has an autonomous-vehicle business, including an agreement with May Mobility to deploy purpose-built robotaxis.","list":"Robotics 100","rank":76,"tier":"member","layer":"Systems","total":80,"domain":"Robotics","scores":{"gate_ne":["technology","firepower"],"leverage":10,"position":6,"progress":8,"firepower":6,"commercial":10,"deployment":10,"production":8,"technology":8},"edition":"November 2026","segment":"Autonomous vehicles & driving"}],"founded":null,"signals":[{"date":"2026-09-08","header":"Arm launched Arm Total Design for Physical AI with more than 80 ecosystem companies.","outlet":"Arm"},{"date":"2026-05-24","header":"May Mobility and Ecarx agreed to deploy thousands of purpose-built robotaxis.","outlet":"TechCrunch"}],"website":"ecarxgroup.com","category":"Robotics · Systems","categories":[{"name":"Autonomous vehicles & driving","domain":"Robotics","parent":"Robotics · Systems"}],"last_round":null,"updated_at":"2026-09-22T22:26:58.691+00:00","facts_total":15,"positioning":"ECARX builds the automotive computing layer, from system-on-chip heritage through central computing platforms to software and, on its roadmap, its own operating system. The portfolio spans the Antora family for intelligent cockpit, Qualcomm-based platforms across performance tiers, Skyland and NVIDIA-based platforms for intelligent driving, and Cloudpeak as the common software foundation. Around 12 million vehicles globally carry ECARX technology, supported by partnerships with 18 automakers and 28 brands, and the company delivered 550,000 units in Q2 2026 alone. The financial turn is the story: Q4 2025 revenue was a record USD 305 million with a second consecutive quarter of GAAP profitability, Q2 2026 revenue rose 45 percent to USD 225.2 million with gross margin nearly doubling from 10.8 to 19.8 percent, net loss narrowing to USD 12.0 million and a fourth consecutive quarter of positive adjusted EBITDA, against full-year 2026 guidance of USD 1.0 to 1.1 billion. Against that, Q1 2026 revenue fell 22 percent to USD 131.5 million, so the trajectory is not clean. ECARX is a Geely-anchored but increasingly external platform supplier moving into robotics-adjacent AI services; it sold its 13.5 percent residual Zenseact stake back to Volvo Cars on 2022-12-31.","sub_category":"Autonomous vehicles & driving","signals_total":2,"url":"https://www.frontiertechintelligence.com/companies/ecarx","title":"ECARX · robotics, Shanghai, Shanghai, China · scores, facts and signals · Frontier Tech Intelligence","description":"ECARX has an autonomous-vehicle business, including an agreement with May Mobility to deploy purpose-built robotaxis. Robotics 100 rank 76 (score 80) 2 signals and 15 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}