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ECARX, TPK to co-develop ORCA LiDAR platform

ECARX Holdings Inc. has filed a Form 6-K to furnish a press release announcing a binding cooperation agreement with TPK Holding Co., Ltd. to co-develop the proprietary ORCA LiDAR platform for global automotive markets.

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Rhea-AI Filing Summary

ECARX Holdings Inc. has filed a Form 6-K to furnish a press release announcing a binding cooperation agreement with TPK Holding Co., Ltd. to co-develop the proprietary ORCA LiDAR platform for global automotive markets. The platform is designed to meet strict regulatory and functional safety standards and support advanced driver assistance and autonomous driving systems.

ECARX will focus on system integration, sensor fusion and worldwide commercialization, while TPK contributes optical design and high-volume manufacturing capabilities. Mass production of the ORCA LiDAR platform is planned to begin in 2028 at TPK’s facility in Thailand, targeting vehicle makers and robotaxi fleets for both premium cars and scalable mobility services.

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Insights

ECARX formalizes a LiDAR partnership, expanding its ADAS and autonomy stack.

ECARX is entering the LiDAR space through a binding cooperation with TPK to develop the ORCA LiDAR platform. LiDAR is a core sensor for many advanced driver assistance and autonomous driving systems, so adding proprietary LiDAR strengthens ECARX’s position as a full-stack automotive intelligence provider.

The arrangement splits roles: ECARX leads system integration, sensor fusion and commercialization, while TPK supplies optical design and high-volume manufacturing from its Thailand facility. This leverages ECARX’s customer relationships with global vehicle OEMs and robotaxi operators alongside TPK’s manufacturing scale and experience.

Mass production is targeted for 2028, meaning any revenue contribution is longer-dated and execution depends on successful development, regulatory compliance and customer adoption. Subsequent disclosures in company filings can clarify commercial agreements, order visibility and how ORCA LiDAR fits into ECARX’s broader ADAS and autonomous driving product roadmap.

Mass production start 2028 Planned start of ORCA LiDAR mass production at TPK’s Thailand facility
Vehicles deployed with ECARX tech Over 11 million vehicles ECARX technology deployment worldwide
Automaker partners 18 global automakers Number of automakers partnered with ECARX
Vehicle brands 28 vehicle brands Brands partnered with ECARX
Global locations 13 major locations ECARX international operating footprint
Employees Over 1,400 employees ECARX global team size
TPK manufacturing bases 10 manufacturing bases TPK production footprint
TPK founding year 2003 Year TPK was founded
LiDAR technical
"ECARX and TPK to Co-Develop ORCA LiDAR Platform, an all-new LiDAR platform for global markets"
Lidar, which stands for Light Detection and Ranging, is a technology that uses laser beams to create detailed, three-dimensional maps of the environment. It works like a sophisticated eye that measures distances by bouncing light off objects, helping machines see and understand their surroundings. For investors, lidar is important because it enables advancements in autonomous vehicles, robotics, and mapping, which can drive innovation and growth in related industries.
Advanced Driver Assistance Systems technical
"for next generation ADAS and AI enabled autonomous driving systems"
Advanced driver assistance systems are electronic tools built into vehicles that act like a cooperative co‑pilot — they monitor road conditions and help with tasks such as keeping lanes, adjusting speed, parking, and automatically braking to avoid collisions. Investors care because these systems influence vehicle safety ratings, regulatory compliance, product appeal, and costs; they can change revenue mix and liability exposure for automakers, suppliers, and tech companies as adoption increases.
robotaxi technical
"relationships with international vehicle OEMs and robotaxi operators"
A robotaxi is a self-driving vehicle designed to transport passengers without a human driver. It operates autonomously, using sensors and computers to navigate roads and pick up riders, similar to a taxi service but without a driver. For investors, robotaxis represent a potential shift in transportation, promising lower costs and new opportunities in mobility services.
software-defined vehicles technical
"powers the next generation of software-defined and AI defined vehicles"
Vehicles whose key features and performance are controlled and updated primarily through software rather than fixed hardware designs. Like a smartphone that gains new apps and capabilities over time, these cars can receive over-the-air updates that add features, improve efficiency, or fix issues, which matters to investors because it can extend product life, create ongoing revenue from software services, lower recall risk, and change how value is created and captured in the auto industry.
full-stack automotive intelligence ecosystem financial
"a key milestone that rounds out ECARX’s full-stack automotive intelligence ecosystem"
functional safety standards technical
"engineered to meet stringent global regulatory and functional safety standards"
Functional safety standards are rules and tests that require systems to behave safely even when components fail, covering design, testing and maintenance for products like cars, industrial equipment and medical devices. Think of them as a checklist and crash-test routine that help ensure a failing part won’t cause a dangerous outcome. For investors, compliance affects regulatory risk, recall exposure, development cost and time to market, so it can meaningfully influence a company’s liability, competitiveness and valuation.

FAQ

What did ECARX (ECX) announce in its June 2026 Form 6-K?
ECARX announced a binding cooperation with TPK to co-develop the proprietary ORCA LiDAR platform for global markets. The LiDAR system targets advanced driver assistance and autonomous driving applications, with mass production planned in 2028 at TPK’s manufacturing facility in Thailand.

What is the ORCA LiDAR platform ECARX (ECX) and TPK are developing?
The ORCA LiDAR platform is a proprietary sensor system designed to meet stringent global regulatory and functional safety standards. It aims to provide low latency perception and robust performance for next-generation ADAS and AI-enabled autonomous driving across passenger cars and robotaxi fleets.

What roles will ECARX (ECX) and TPK play in the ORCA LiDAR partnership?
ECARX will lead system integration, sensor fusion, and global commercialization, leveraging its relationships with vehicle OEMs and robotaxi operators. TPK will focus on optical design, engineering, and high-volume manufacturing of precision components at its advanced production facilities, initially in Thailand.

When is mass production of the ORCA LiDAR platform expected to begin?
Mass production of the ORCA LiDAR platform is scheduled to start in 2028. Manufacturing will take place at TPK’s advanced production facility in Thailand, intended to support efficient global supply chain delivery for automotive and autonomous mobility customers worldwide.

How does the ORCA LiDAR partnership fit into ECARX (ECX) overall strategy?
ECARX’s CEO describes the partnership as rounding out its full-stack automotive intelligence ecosystem. By building proprietary LiDAR technology in-house, ECARX expects to enhance end-to-end perception capabilities and offer more competitive, reliable solutions to global OEMs and robotaxi partners.

What existing scale does ECARX (ECX) bring to the new LiDAR initiative?
ECARX technology is already deployed in over 11 million vehicles worldwide and the company partners with 18 global automakers and 28 vehicle brands. This installed base and customer network provide a platform to commercialize the ORCA LiDAR platform once development and industrialization are complete.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 

 
FORM 6-K
 

 
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934
 
For the month of June 2026
 
Commission File Number: 001-41576
 

 
ECARX Holdings Inc.
(Translation of registrant’s name into English)
 

Second Floor North
International House
1 St. Katharine’s Way
London E1W 1UN
United Kingdom
(Address of principal executive office)
 

 
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
 
Form 20-F x      Form 40-F o
 


INFORMATION CONTAINED IN THIS REPORT ON FORM 6-K

This current report on Form 6-K, including the exhibit hereto, is incorporated by reference into the post-effective amendment No. 2 to the registration statement on Form F-1 on Form F-3 (File No. 333-271861) and registration statement on Form F-3 (File No. 333-288811) and shall be a part of such registration statements from the date on which this current report is furnished, to the extent not superseded by documents or reports subsequently filed or furnished.



EXHIBIT INDEX

Exhibit No.
Description
99.1
Press Release – ECARX and TPK to Co-Develop ORCA LiDAR Platform, an all-new LiDAR platform for global markets



SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.




ECARX Holdings Inc.



By

/s/ Dylan D. Jeng
Name
:
Dylan D. Jeng
Title
:
Chief Financial Officer

Date: June 1, 2026









ECARX and TPK to Co-Develop ORCA LiDAR Platform, an all-new LiDAR platform for global markets

The partnership combines ECARX’s system integration capabilities with TPK’s optical manufacturing expertise.
Production slated for 2028 at TPK’s Thailand facility.

London, UK, May 29, 2026. ECARX Holdings Inc. (Nasdaq: ECX) and TPK Holding Co., Ltd. (TWSE: TPK) (TPK) have signed a binding memorandum of business cooperation on the joint development of LiDAR technologies for global markets, marking ECARX’s formal entry into the LiDAR sector.
Under the agreement, the parties will co-develop the ORCA LiDAR platform, a proprietary sensor system engineered to meet stringent global regulatory and functional safety standards.

Mass production is scheduled to kick off in 2028, with manufacturing to be conducted at TPK’s advanced production facility in Thailand, supporting efficient global supply chain delivery.

The collaboration will start with joint system design and ultimately leverage each company’s core strengths:
•ECARX will lead system integration, sensor fusion, and global commercialization, drawing on its established relationships with international vehicle OEMs and robotaxi operators.
•TPK will contribute expertise in optical design, engineering, and high volume manufacturing of precision components.

The new LiDAR platform will enable seamless hardware–software coordination, low latency perception, and robust performance for next generation ADAS and AI enabled autonomous driving systems. The development of the ORCA LiDAR platform aims to serve global mass market use including by vehicle OEMs and robotaxi fleets, supporting both premium passenger cars and scalable autonomous mobility services.
Ziyu Shen, Founder and CEO of ECARX said:
“Today’s partnership with TPK is a key milestone that rounds out ECARX’s full-stack automotive intelligence ecosystem. This new LiDAR platform combines our system integration prowess with TPK’s world-class optical engineering and manufacturing strength. By building proprietary LiDAR technology in-house, we can enhance our end-to-end perception capabilities and deliver more competitive, reliable solutions to global OEMs and Robotaxi partners worldwide.”

ABOUT ECARX
ECARX (Nasdaq: ECX), headquartered in London, is a leading global automotive intelligence company. ECARX provides the intelligent brain that powers the next generation of software-defined and AI defined vehicles. The company delivers end-to-end, full-stack solutions spanning advanced system-on-chip hardware, high-


performance central computing platforms, intelligent cockpit technology, Advanced Driver Assistance Systems, cloud connectivity and physical AI, alongside bespoke vehicle software and intelligent operating systems.
As automakers transition to software-first and AI-first vehicle architectures, ECARX empowers automakers to streamline integration, reduce systemic complexity and optimize long-term cost efficiency. ECARX's proven technology is deployed across over 11 million vehicles worldwide, and is currently partnered with 18 global automakers and 28 vehicle brands to shape the future of automotive intelligence.
Founded in 2017 and listed on Nasdaq in 2022, ECARX operates from 13 major international locations across Europe, the Americas and Asia, with a global team of over 1,400 employees. For more information, please refer to ECARX Investor Relations website.

ABOUT TPK HOLDINGS
PK Holding Co., Ltd. (hereinafter referred to as "TPK") is a world-renowned leading manufacturer in touch technology, founded in 2003 and listed in Taiwan in 2010 with stock code TPK-KY (3673). TPK has 10 manufacturing bases, and has branches and offices worldwide, such as in South Korea, USA, Germany, amongst others. TPK serves globally recognized customers in the consumer electronics and new energy automotive sectors, with business operations extending across dozens of countries and regions.

TPK has the market leader in the field of touch display. We can provide customers with a one-stop solution for touch technology applications ranging from 1 inch to 110 inches, helping them significantly shorten product development cycles and adapt to the rapid changes in the electronics industry. Touch products are widely used in smartphones, tablets, laptops, e-readers, car cabin displays, smartwatches (wristbands), smart conference (education) tablets, smart fitness equipment, vending machines, self-service ordering machines, etc., Our technology covers a side variety of market segments, such as consumer electronics, commercial offices, retail terminals, transportation, medical equipment, industrial control equipment, sports and health, smart homes and other fields.

With more than 20 years of advanced manufacturing experience with international customers, TPK is accelerating industrial transformation, committing to provide global customers with customized, integrated manufacturing solutions at scale We have already begun to lay the foundation in fields such as automotive electronics, charging facilities, additive manufacturing, and testing services, committed to become an advanced manufacturing solution provider.
For more information, please refer to: https://www.tpk.com/en/

Source: View Original Filing on SEC EDGAR

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