Chris McNally: Thanks so much, team. Basically, follow-ups to what’s been already asked. On the ADAS wins, $20 billion, could you talk about just the diversification of some of the Tier 2s? I think historically, you’ve been a majority installer of one perception compute system. But obviously, there’s various out there. $20 billion is such a big number. It seems like you’re probably winning business with multiple computer perception providers. I just want to confirm that.
Kevin Clark: Yes. Chris, just to be clear, our ADAS business, I put into kind of two buckets. One bucket is a platform solution, which to-date has traditionally been with the Mobileye vision solution. Then there’s another bucket where our perception system — perception systems are integrated into an ADAS solution. And in those particular cases, it could be a variety of vision providers and in fact, actually is. So it’s a real mix. The Gen 6 ADAS platform is a platform that we’ve developed — first, we’ve developed to be vision agnostic. So OEMs have the ability to select what vision provider they would like to utilize for the overall platform.
Chris McNally: Yes. No, that’s great. Is it fair to put the bucket one versus bucket two is sort of 70-30?
Kevin Clark: No, I would say, it’s probably a little bit closer to 50-50. I’d say, it’s 50-50. If you go back four years ago, we had roughly 14 ADAS customers. Today, we have 21 ADAS customers, and that’s a mix of growth in that platform solution, as well as providing a portion of the overall ADAS solution to OEMs.
Chris McNally: Okay. That’s super helpful. And then, just on the production, question for Joe, and this is going to be a little bit of a nit pick. Just can you remind us how you guide global production? Is it a weighted average by your customers, by your revenue? One of the reasons, obviously, minus 1% looks maybe low to what we all think, but when I look at also 2022, you called production 4%. We look at a global average of 6% or weighted average of 5%. So I just wanted to sort of understand, if we get a 3% or 4% global production, am I able to flow through a full 4%, 5% type of revenue upside?
Joe Massaro: Yes. It’s weighted towards our production. That basically means for us, Chris, high level, taking out Japan production basically and weighting it towards the markets where we’re strong. We obviously don’t do a lot on for Japanese OEs in Japan. So that — and call that 20-plus million units, right, that we sort of weight away from that. And that’s the same — we’ve been calculating that the same way for — since the IPO for 11 years now. Very consistent.
Chris McNally: Yes No, that’s very helpful. And I think that weighted number obviously is for most western suppliers who we don’t have, the Japanese customers in the same way. Okay. Thanks so much, team. Appreciate it.
Joe Massaro: Thanks, Chris.
Operator: We’ll hear next from David Kelley from Jefferies.
David Kelley: Hi. Good morning, guys. Also, a couple of follow-ups from my end and maybe starting with kind of the semiconductor discussion and impact on AS and UX. Curious if you’re seeing any signs of plateauing pricing there or even potentially to take back some price from your suppliers. And obviously, timing is difficult to predict. But given your traction and value-add with customers, is there maybe an emerging opportunity where you could see some sticky pass-throughs for AS & UX as your own pricing starts to come down?
