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Mobileye

Jerusalem, Israel• Founded 1999

Mobileye is an autonomous driving and advanced driver-assistance systems (ADAS) company that develops computer-vision and AI software, mapping, and sensing technologies used by automakers. Founded in Israel and now a publicly traded company majority-owned by Intel, Mobileye supplies EyeQ system-on-chip and software stacks for features such as automatic emergency braking, lane keeping, and hands-free driving, and is developing full self-driving solutions.

AI Strategy

Mobileye’s strategy centers on scalable, production-grade AI perception and driving policy delivered through its EyeQ compute platform and modular software stacks, complemented by crowdsourced HD mapping (REM) and a redundant sensing approach (camera-first with radar/lidar options) to meet automotive safety and cost targets across ADAS to full autonomy.

Key AI Products

EyeQ SoC family (EyeQ4/EyeQ5/EyeQ6)SuperVision (hands-free driving system)Chauffeur (autonomous driving system)Mobileye Drive (robotaxi/AV platform)Road Experience Management (REM) mappingTrue Redundancy sensing stack (camera/radar/lidar fusion)

Financials

Business Focus

ADASAutonomous drivingComputer visionHD mapping (REM)Automotive safety

Competitive Analysis

Strengths

  • Large-scale production deployments with global automakers and long operating history in ADAS
  • Strong computer-vision and driving policy expertise optimized for automotive-grade compute (EyeQ)
  • REM crowdsourced mapping approach enabling scalable HD map coverage
  • Modular product ladder from ADAS to hands-free to full autonomy
  • Safety-focused redundancy narrative and validation approach aligned with OEM requirements

Challenges

  • Highly competitive ADAS/AV compute and software market with strong platform players (NVIDIA/Qualcomm) and OEM in-sourcing
  • Autonomy timelines and commercialization for robotaxi/full self-driving remain uncertain industry-wide
  • Dependence on automotive production cycles and OEM program wins; revenue can be cyclical
  • Perception stack debates (camera-first vs heavier lidar reliance) can affect market perception and partnerships

Strategic Partnerships

IntelInvestment

Intel acquired Mobileye in 2017 and remains the majority owner; Mobileye operates as a public company while leveraging Intel’s strategic support.

2017-03
Volkswagen GroupTechnology

Collaboration on deploying Mobileye’s ADAS/automated driving technologies in VW Group vehicles (publicly announced partnership for automated driving/ADAS).

GeelyTechnology

Partnerships and deployments with Geely brands for Mobileye-powered ADAS/automated driving solutions (publicly referenced by Mobileye).

PorscheTechnology

Mobileye has announced SuperVision deployments with Porsche for hands-free driving capabilities in certain models/markets.

ZeekrTechnology

Mobileye SuperVision has been deployed on Zeekr vehicles as a hands-free driving solution.

Competitors

Industries