Division of Responsibilities

Under the agreement, each company brings a distinct set of capabilities to the table:

• ECARX contributes its expertise in system integration . The company has already demonstrated its ability to package computing platforms and sensor suites for major automotive programs, most notably through the May Mobility deal.
• TPK Holding takes the lead on optical design and high-volume manufacturing . Known primarily for its touch-screen manufacturing, TPK will apply its precision optical expertise to build ORCA units at scale.

The ORCA platform itself is being engineered to comply with stringent international regulatory requirements and functional safety standards, a non-negotiable baseline for any global OEM or fleet operator .

Target Mass Production Timeline

Mass production of ORCA LiDAR is scheduled to kick off in 2028, and manufacturing will be conducted at TPK’s advanced production facility in Thailand . The choice of a Thai manufacturing base is notable: it supports efficient global supply operations and may help navigate geopolitical trade restrictions that complicate China-based production for Western customers .

Target Customers and Use Cases

The ORCA platform is designed for a dual market: it will support both global OEMs for consumer-vehicle ADAS and autonomous fleet operators. The platform is intended for global mass-market deployment and will support advanced autonomous driving functions .

ECARX’s Broader Autonomous Driving Strategy

The LiDAR entry cannot be understood in isolation. Only ten days earlier, on May 19, 2026, ECARX announced a strategic framework agreement with May Mobility, a leading U.S.-based autonomous vehicle technology company, to bring ECARX’s intelligent driving capacity to May Mobility’s future autonomous fleet for scaling ride-hail deployment .

The $750 Million May Mobility Framework Agreement

The deal is substantial in both scale and ambition. The total project value is estimated at approximately $750 million over its duration, although the figure is subject to definitive agreements yet to be finalized . Under the framework:

• ECARX is expected to develop high-performance Level 4 central computing platforms and a complete sensor suite for thousands of autonomy-enabled vehicles built on a third-party vehicle platform .
• The partners are jointly targeting at least a 50% reduction in the all-in cost of May Mobility’s autonomous vehicles by 2028 .
• Initial deployment is targeted for 2027, with commercialization scale-up in 2028 .
• The vehicles and their sensor systems are intended to be manufactured outside China, a deliberate structural decision to comply with U.S. regulations governing information and communications technology .

How the ORCA LiDAR Deal Fits Into the Robotaxi Play

When the two announcements are read together, a coherent strategy emerges. ECARX is positioning itself as a turnkey supplier of both the “brains” (L4 computing platforms) and the “eyes” (LiDAR and full sensor suites) for autonomous fleets.

Because the agreements were announced separately, no public filing explicitly confirms that ORCA LiDAR will be the sensor chosen for the May Mobility fleet. However, several connecting threads are hard to ignore:

1. A complete sensor suite is already promised. The May Mobility agreement states that ECARX is expected to provide a “complete sensor suite,” and LiDAR is a mandatory component of any credible Level 4 sensor architecture .
2. The timelines align closely. ORCA mass production is scheduled for 2028, the same year May Mobility’s commercialization scale-up is targeted .
3. Manufacturing is outside China. Both the vehicles for May Mobility and the ORCA LiDAR units are being manufactured at facilities outside mainland China—May Mobility vehicles on a third-party platform with external manufacturing, and ORCA at TPK’s Thailand facility .
4. Cost reduction is the shared target. The May Mobility deal explicitly aims to cut vehicle hardware costs by 50%, and bringing LiDAR manufacturing in-house through a dedicated partnership with a high-volume manufacturer like TPK is a classic automotive strategy for driving down sensor costs at scale .

Whether ORCA ends up on the May Mobility robotaxis or serves a different set of OEM customers, ECARX is building a LiDAR supply line that gives it flexibility across both automotive and non-automotive markets.

Beyond Robotaxis: ECARX’s Non-Automotive LiDAR Play

ECARX is not confining its LiDAR ambitions to passenger vehicles. In June 2025, the company announced a partnership agreement with a leading global developer of robotic lawn mowers to integrate its lidar solution . That deal, with global mass production planned for 2026, uses a solid-state 3D short-range lidar and represents ECARX’s first non-automotive lidar application .

This diversification strategy suggests ECARX sees LiDAR as a standalone product line with applications in the rapidly growing robotics and AI markets, not merely as a component bundled inside a larger autonomous vehicle program .

What This Means for the Autonomous Driving Landscape

ECARX’s May 2026 announcements place the company in a small but growing group of suppliers attempting to provide vertically integrated autonomous vehicle hardware. By controlling both the computing platform and the critical perception sensors, ECARX could offer OEMs and fleet operators a more tightly integrated, cost-optimized stack than competitors who must source LiDAR from a third party.

The strategy is not without risk. The LiDAR market is crowded, and a 2028 mass-production timeline means competitors like Luminar, Hesai, and Valeo will have several more years to lock in design wins with major OEMs. But with a guaranteed large-volume customer potentially waiting in May Mobility—and with Geely’s own vehicle brands as a captive market—ECARX has a clearer path to scale than many independent LiDAR startups.

For now, the market is watching whether ORCA becomes the standard sensor on May Mobility’s robotaxis and whether additional OEM design wins materialize before the 2028 production start. The pieces are in place; the next year of public announcements will reveal whether the strategy succeeds in execution.

Division of Responsibilities

Under the agreement, each company brings a distinct set of capabilities to the table:

• ECARX contributes its expertise in system integration . The company has already demonstrated its ability to package computing platforms and sensor suites for major automotive programs, most notably through the May Mobility deal.
• TPK Holding takes the lead on optical design and high-volume manufacturing . Known primarily for its touch-screen manufacturing, TPK will apply its precision optical expertise to build ORCA units at scale.

The ORCA platform itself is being engineered to comply with stringent international regulatory requirements and functional safety standards, a non-negotiable baseline for any global OEM or fleet operator .

Target Mass Production Timeline

Mass production of ORCA LiDAR is scheduled to kick off in 2028, and manufacturing will be conducted at TPK’s advanced production facility in Thailand . The choice of a Thai manufacturing base is notable: it supports efficient global supply operations and may help navigate geopolitical trade restrictions that complicate China-based production for Western customers .

Target Customers and Use Cases

The ORCA platform is designed for a dual market: it will support both global OEMs for consumer-vehicle ADAS and autonomous fleet operators. The platform is intended for global mass-market deployment and will support advanced autonomous driving functions .

ECARX’s Broader Autonomous Driving Strategy

The LiDAR entry cannot be understood in isolation. Only ten days earlier, on May 19, 2026, ECARX announced a strategic framework agreement with May Mobility, a leading U.S.-based autonomous vehicle technology company, to bring ECARX’s intelligent driving capacity to May Mobility’s future autonomous fleet for scaling ride-hail deployment .

The $750 Million May Mobility Framework Agreement

The deal is substantial in both scale and ambition. The total project value is estimated at approximately $750 million over its duration, although the figure is subject to definitive agreements yet to be finalized . Under the framework:

• ECARX is expected to develop high-performance Level 4 central computing platforms and a complete sensor suite for thousands of autonomy-enabled vehicles built on a third-party vehicle platform .
• The partners are jointly targeting at least a 50% reduction in the all-in cost of May Mobility’s autonomous vehicles by 2028 .
• Initial deployment is targeted for 2027, with commercialization scale-up in 2028 .
• The vehicles and their sensor systems are intended to be manufactured outside China, a deliberate structural decision to comply with U.S. regulations governing information and communications technology .

How the ORCA LiDAR Deal Fits Into the Robotaxi Play

When the two announcements are read together, a coherent strategy emerges. ECARX is positioning itself as a turnkey supplier of both the “brains” (L4 computing platforms) and the “eyes” (LiDAR and full sensor suites) for autonomous fleets.

Because the agreements were announced separately, no public filing explicitly confirms that ORCA LiDAR will be the sensor chosen for the May Mobility fleet. However, several connecting threads are hard to ignore:

1. A complete sensor suite is already promised. The May Mobility agreement states that ECARX is expected to provide a “complete sensor suite,” and LiDAR is a mandatory component of any credible Level 4 sensor architecture .
2. The timelines align closely. ORCA mass production is scheduled for 2028, the same year May Mobility’s commercialization scale-up is targeted .
3. Manufacturing is outside China. Both the vehicles for May Mobility and the ORCA LiDAR units are being manufactured at facilities outside mainland China—May Mobility vehicles on a third-party platform with external manufacturing, and ORCA at TPK’s Thailand facility .
4. Cost reduction is the shared target. The May Mobility deal explicitly aims to cut vehicle hardware costs by 50%, and bringing LiDAR manufacturing in-house through a dedicated partnership with a high-volume manufacturer like TPK is a classic automotive strategy for driving down sensor costs at scale .

Whether ORCA ends up on the May Mobility robotaxis or serves a different set of OEM customers, ECARX is building a LiDAR supply line that gives it flexibility across both automotive and non-automotive markets.

Beyond Robotaxis: ECARX’s Non-Automotive LiDAR Play

ECARX is not confining its LiDAR ambitions to passenger vehicles. In June 2025, the company announced a partnership agreement with a leading global developer of robotic lawn mowers to integrate its lidar solution . That deal, with global mass production planned for 2026, uses a solid-state 3D short-range lidar and represents ECARX’s first non-automotive lidar application .

This diversification strategy suggests ECARX sees LiDAR as a standalone product line with applications in the rapidly growing robotics and AI markets, not merely as a component bundled inside a larger autonomous vehicle program .

What This Means for the Autonomous Driving Landscape

ECARX’s May 2026 announcements place the company in a small but growing group of suppliers attempting to provide vertically integrated autonomous vehicle hardware. By controlling both the computing platform and the critical perception sensors, ECARX could offer OEMs and fleet operators a more tightly integrated, cost-optimized stack than competitors who must source LiDAR from a third party.

The strategy is not without risk. The LiDAR market is crowded, and a 2028 mass-production timeline means competitors like Luminar, Hesai, and Valeo will have several more years to lock in design wins with major OEMs. But with a guaranteed large-volume customer potentially waiting in May Mobility—and with Geely’s own vehicle brands as a captive market—ECARX has a clearer path to scale than many independent LiDAR startups.

For now, the market is watching whether ORCA becomes the standard sensor on May Mobility’s robotaxis and whether additional OEM design wins materialize before the 2028 production start. The pieces are in place; the next year of public announcements will reveal whether the strategy succeeds in execution.