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| Year | ADAS Business Revenue (EUR B) | Cumulative ADAS Order Intake (EUR B, lifetime expected revenue) |
|---|---|---|
| 2020 | ~1.8 | ~5 (COVID year baseline; ADAS market still scaling) |
| 2021 | ~2.0 | ~7 (post-COVID recovery + accelerating L2+ ADAS launches at European + Chinese OEMs) |
| 2022 | ~2.3 | ~9 (full year of supply-constrained but high-demand ADAS environment) |
| 2023 | ~2.5 | ~11 (Continental's surround radar + camera product family scales; major design wins at VW MEB + Stellantis platforms) |
| 2024 | ~2.7 | ~13 (further OEM-design-win wins ahead of EU 2026 General Safety Regulation; pre-spin-off positioning) |
| ADAS share of Continental Automotive total | Subgroup composition | ADAS represents ~14% of Continental Automotive subgroup revenue (2024 estimate; Automotive subgroup ~EUR 19.9B); the share is growing as Architecture & Networking + Autonomous Mobility outpace the legacy Safety & Motion + Body Control lines |
| Order-to-revenue conversion lag | Operational metric | Typical lag from order intake to revenue recognition is 2-5 years (design-win signing to vehicle SOP) + 5-7 year revenue tail per vehicle program lifecycle; the cumulative order intake at EUR 13B implies a multi-year revenue pipeline supporting ~3-5x annual ADAS revenue growth potential through 2028-2030 |
| Continental Automotive spin-off (completed as Aumovio SE) | Strategic context | The Continental Automotive group was spun off on Sept 18, 2025 and now trades independently as Aumovio SE on the Frankfurt Stock Exchange, with ADAS as its highest-growth business line; comparable peer = Aptiv (NYSE: APTV); investor question = does standalone Aumovio's ADAS growth justify a higher EV/EBITDA multiple than the legacy combined entity |
| Period | Tires volume change (%) | Tires price/mix (%) |
|---|---|---|
| Q2 2026 | -2.3 | 2.6 |
| Period | Scope | UHP share of PLT (%) |
|---|---|---|
| 2025 / as of Q2 2026 print | Continental brand | 62 |
| 2025 / as of Q2 2026 print | All Continental tire brands | 55 |
Sensors
Software / AI
CUbE (Continental Urban Mobility Experience) driverless development platform unveiled at CES: targeted urban robo-shuttle market with Tier-1 hardware integration play.
EasyMile-Continental Robo-Taxi unveiled at IAA Frankfurt: first Tier-1 robo-shuttle prototype targeting OEM contract manufacturing.
Series production of robo-taxi sensor stack commenced: long-range radar + camera bundles for Tier-1 OEM customers. Generated multi-million-unit ADAS revenue stream that subsidized AV R&D.
5th-generation 4D imaging radar launched in series production: first Tier-1 4D radar (range/azimuth/elevation/Doppler) for L2/L3 ADAS. Backed Aurora and Bosch programs.
Aurora partnership announced for hardware industrialization: $300M+ multi-year deal to scale sensors and compute for Aurora Driver trucks. Continental became Aurora's exclusive Tier-1.
Aurora Driver hardware program crossed first phase milestone: design freeze for production-intent components; 2027 truck launch on track. Industrial scale-up began at Continental's Schneeberg plant.
AUMOVIO ADAS spin-off completed Sept 18 2025: listed on Frankfurt Exchange (AMV0); ~82K employees; €18.5B FY25 revenue. Continental refocused on tires + safety hardware.
Aurora hardware-as-a-service production trucks shipping to Hirschbach (500-truck deal): first scaled production deployment of Aurora-Continental hardware kit. Anchor revenue stream for Aurora's commercial ramp.