{"title":"AUMOVIO SE vs ECARX: Autonomous vehicles & driving compared","url":"https://www.frontiertechintelligence.com/compare/aumovio-se-vs-ecarx","comparison":"ECARX ranks 76 on the Robotics 100 with a score of 80; AUMOVIO SE ranks 83 with 79. AUMOVIO SE is ahead on production and firepower. ECARX is ahead on deployment, progress and leverage. Level on commercials, technology and positioning. AUMOVIO SE is based in Frankfurt am Main, Germany, ECARX in Shanghai, China. AUMOVIO SE is named in 7 signals and ECARX in 2.","companies":[{"name":"AUMOVIO SE","url":"https://www.frontiertechintelligence.com/companies/aumovio-se","city":"Frankfurt am Main","country":"Germany","stage":null,"founded":null,"last_round":null,"positioning":"AUMOVIO SE is the former Continental Automotive group sector, spun off from Continental AG and listed independently on 2025-09-18 with roughly 86,000 employees across more than 100 locations, organised into Autonomous & Mobility, Architecture & Connectivity, Safety & Dynamic Control and User Experience. Its autonomy relevance is concrete: it is the hardware partner to Aurora Innovation, alongside NVIDIA, for mass production of autonomous trucking systems from 2027, supplying sensors, automated driving control units, high-performance computers and telematics, with its New Braunfels, Texas plant designated for the Aurora Driver hardware and fallback system. That same plant produced around 13 million ADAS radars in roughly three years with fewer than 500 employees and is being more than doubled in floor space, so AUMOVIO sits in both mass-market ADAS sensing and low-volume high-assurance autonomous-trucking sensing from one line (scored here under the autonomy Systems placement; the Lidar and radar sensing franchise is the same company). H1 2026 adjusted sales fell 8.9 percent to EUR 8.6 billion with adjusted EBIT down 39.8 percent to EUR 157 million at a 1.8 percent margin, and the Autonomous & Mobility segment fell 12.7 percent to EUR 1.4 billion. A EUR 350 million BMW brake-system settlement on 2026-07-30 forced a profit guidance cut but came with more than EUR 1 billion of new BMW orders. The discovered Daimler Truck link could not be verified: Daimler Truck named autonomy p","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":83,"score":79,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":8,"position":6,"progress":7,"firepower":8,"commercial":10,"deployment":8,"production":10,"technology":8},"why":"AUMOVIO supplies hardware and software for assisted and automated driving, including hardware for driverless trucks, to vehicle manufacturers and commercial-mobility customers.","segment":"Autonomous vehicles & driving","layer":"Systems"},"signals_total":7,"facts_total":18},{"name":"ECARX","url":"https://www.frontiertechintelligence.com/companies/ecarx","city":"Shanghai","country":"China","stage":null,"founded":null,"last_round":null,"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.","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":76,"score":80,"tier":"member","scores":{"gate_ne":["technology","firepower"],"leverage":10,"position":6,"progress":8,"firepower":6,"commercial":10,"deployment":10,"production":8,"technology":8},"why":"ECARX has an autonomous-vehicle business, including an agreement with May Mobility to deploy purpose-built robotaxis.","segment":"Autonomous vehicles & driving","layer":"Systems"},"signals_total":2,"facts_total":15}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}