ECARX has secured a second digital cockpit contract with the Volkswagen Group, extending its partnership into Brazil and other Latin American markets. The deal will deploy ECARX’s Antora 1000 computing platform and Cloudpeak software stack, with many models incorporating Google Automotive Services (GAS).
The contract follows an earlier March 2025 agreement that introduced ECARX’s technology to Volkswagen and Škoda vehicles worldwide. By adding Latin America to the portfolio, ECARX positions itself as a key supplier of integrated infotainment and connectivity solutions for one of the world’s largest automotive groups.
ECARX’s strategy to broaden its global footprint beyond its Geely origins is reinforced by this win. The full‑stack solution—hardware, operating system, and cloud services—creates recurring revenue opportunities from licensing and ongoing services, aligning with the growing market for software‑defined vehicles.
Financially, the contract adds to a strong Q3 2025 performance: ECARX reported revenue of $219.9 million, up 11% year‑over‑year, and achieved its first net profit of $0.9 million. The new partnership is expected to accelerate revenue growth and support the company’s move toward profitability.
Investors reacted positively to the announcement. Pre‑market trading showed a 5% lift, and the stock has risen nearly 30% over the past six months, reflecting confidence in ECARX’s expanding customer base and improving financials. The market reaction was driven by the combination of the Volkswagen contract win and the Q3 earnings turnaround.
Ziyu Shen, Chairman and CEO of ECARX, said the award “is a strong endorsement of our collaboration with the Volkswagen Group” and highlighted the company’s ability to deliver “industry‑leading infotainment systems” that meet the demands of automakers and their customers. He added that the partnership “demonstrates our ability to develop and deliver world‑class, full‑stack solutions.”
Technically, the Antora 1000 platform is built on a 7 nm SE1000 SoC from SiEngine, and the Cloudpeak architecture is modular, based on Android Automotive OS and Linux. ECARX claims to have reduced GAS certification time to eight months, a significant improvement over the typical 12‑18 month window.
In a competitive landscape that includes other Tier 1 suppliers and in‑house OEM solutions, the Volkswagen deal strengthens ECARX’s position. The partnership provides a foothold in a high‑growth market and validates the company’s technology and business model.
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