Investment Thesis
Aptiv designs electrical architecture, software, and advanced safety systems for global automakers. EV content, active safety, and modular compute platforms underpin above-market growth.
- Smart Vehicle Architecture: High-voltage wiring, zone controllers, and power distribution.
- Signal & Power Solutions: Content per EV climbs with HV harnesses and connectors.
- Software-Defined Vehicle: Aptiv + Wind River enables OTA and domain controller software.