Mobileye

What Mobileye does

Mobileye is a Jerusalem-headquartered mobility technology company founded in 1999 by Prof. Amnon Shashua that designs and sells advanced driver-assistance systems (ADAS) and autonomous driving (AV) technology to global automotive manufacturers. Its product portfolio is built on six generations of purpose-built EyeQ system-on-chips (EyeQ1 through EyeQ6 on 7nm) and spans entry-level Base ADAS, premium Surround ADAS, hands-off SuperVision (11-camera surround), eyes-off Chauffeur, and full self-driving Drive for robotaxis. Supporting technology pillars include the REM crowdsourced HD mapping platform, the open-sourced RSS formal safety model (adopted as IEEE 2846), and the True Redundancy dual-subsystem safety architecture. Mobileye has shipped over 230 million EyeQ chips into 1,200+ vehicle models across 50+ automakers including Volkswagen Group, Geely, Ford, GM, Mahindra, XPENG, and Maruti Suzuki, and holds over 50% of the global ADAS market.

Mobileye's commercial model is B2B-embedded: it sells EyeQ silicon and bundled software stacks (perception algorithms, REM, RSS) directly to OEMs and Tier-1 suppliers through quote-based enterprise agreements and embedded engineering partnerships, with pricing varying by volume, integration complexity, and feature tier. The company operates three go-to-market motions: OEM-embedded technology supply, channel partnerships with mobility operators (Lyft, Uber, MOIA, Deutsche Bahn) for AV fleet deployment, and—announced in June 2026—a planned direct-to-consumer vertically integrated robotaxi service in the US beginning 2027, combining Mobileye Drive with its wholly-owned Moovit mobility platform (1.7B+ users across 3,500+ cities). Mobileye is listed on NASDAQ (MBLY) following its October 2022 IPO ($861M raised, ~$23B valuation), remains majority-owned by Intel Corporation following Intel's 2017 $15.3B acquisition, and employs over 2,500 people across Israel, the US, Germany, China, and Japan. The company's January 2026 acquisition of Mentee Robotics for $591M signals expansion of its AI stack beyond automotive into humanoid robotics.

Name

Mobileye

Legal name

Mobileye Global Inc.

Website

https://mobileye.com

Company type

Public

Founded year

1999

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Mobileye is a Jerusalem-based mobility technology company that designs purpose-built EyeQ SoCs and ADAS-to-AV software stacks for 50+ global automakers, with over 230 million chips shipped across 1,200+ vehicle models, and is expanding into robotaxi operations and humanoid robotics.

Ownership category

akta.pro rank

Product category

Automotive ADAS and Autonomous Driving Technology

NAICS

Other Measuring and Controlling Device Manufacturing (334519)

SIC

Services-Computer Integrated Systems Design (7373), Search, Detection, Navagation, Guidance, Aeronautical Sys (3812)

akta.pro industry

PRIMARYIMACAMAM

Pedestrian & Vulnerable Road User Protection Systems Manufacturing (Active Hoods/External Airbags)

Industrials, Manufacturing & Construction/Automotive & Mobility Manufacturing/Automotive Safety & Restraint Systems Manufacturing (Airbags/Belts/ADAS Hardware)

SECONDARYTHADAGAO

Micromobility Rental Software & White-Label Platform Providers

Travel & Hospitality/Car Rental & Mobility Services/Micromobility (Scooters, Bikes, Mopeds) Rentals

Keywords

• Advanced driver assistance systems
• Autonomous driving technology
• Automotive system-on-chip
• Computer vision AI
• Mobility-as-a-service

Headquarters

HQ city

Jerusalem

HQ country

Israel

HQ region

Middle East

Offices11 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Personnel, Operations, Supply Chain, Marketing or Sales, Infrastructure

Revenue model

1. EyeQ Semiconductor Sales: Mobileye generates primary revenue from the sale of its EyeQ system-on-chip hardware to automotive OEMs and Tier 1 suppliers. The chips power advanced driver-assistance and autonomous driving functions across vehicle lineups. Revenue is driven by chip volumes tied to vehicle production programs, with higher-margin advanced SoCs (EyeQ6 High) commanding premium pricing for premium ADAS/AV features.
2. ADAS/AV Software Licensing and royalties: Mobileye licenses its software stack including perception algorithms, RSS safety model, REM mapping technology, and autonomous driving software to automakers. Software licensing is bundled with chip sales for complete ADAS/AV solutions, though EyeQ Kit SDK enables independent application development by OEMs.
3. Robotaxi Operations (new): Following the June 2026 announcement, Mobileye plans to launch its own vertically integrated robotaxi service in the US by 2027, deploying an initial fleet of ~100 vehicles scaling to ~17,000 over five years. This will enable direct capture of ride-hailing revenue alongside technology supply business, combining Mobileye Drive technology with Moovit's mobility platform for end-to-end fleet operations.

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core offering

Mobileye develops and sells purpose-built automotive system-on-chips (EyeQ family), ADAS software platforms, and full autonomous driving systems that automakers integrate into vehicles. The company offers a modular portfolio from entry-level Base ADAS to fully driverless Mobileye Drive, powered by computer vision AI, crowdsourced REM mapping, the RSS formal safety model, and True Redundancy architecture. Mobileye also provides the EyeQ Kit SDK enabling OEMs to build differentiated applications on its compute platform.

Product overview

Mobileye offers a modular product portfolio spanning from foundational ADAS to full autonomous driving. The core offerings include: Base ADAS (single-camera entry solution) and Surround ADAS (multi-sensor premium ADAS) powered by EyeQ chips; SuperVision (hands-off premium ADAS with 11 cameras); Chauffeur (eyes-off consumer autonomous driving); and Drive (full self-driving for robotaxis/commercial transport). These are enabled by the EyeQ SoC family (EyeQ4-EyeQ6), EyeQ Kit SDK, and key technology pillars: Road Experience Management (REM) for crowdsourced HD mapping, Responsibility-Sensitive Safety (RSS) for formal safety validation, and True Redundancy for sensor redundancy. Over 200 million EyeQ chips have been shipped across 1,200+ vehicle models with 50+ automakers globally.

Differentiator

Problem solved

Functional benefit

Brands

• Moovit: Mobileye's subsidiary providing mobility-as-a-Service platform serving over 1.7 billion users across more than 3,500 cities in 112 countries for ride-pooling, public transport, and goods delivery
• Mobileye Drive
• Mobileye Chauffeur
• Mobileye SuperVision
• Mobileye Surround ADAS
• EyeQ

Products and services

• Mobileye Drive End-to-end self-driving system for robotaxis, ride-pooling, public transport, and goods delivery, using 8x EyeQ5 High SoCs to enable no-driver operation across vehicle types and geographic locations. Designed for mobility-as-a-service operators and Mobileye's own vertically integrated robotaxi operations.
• Mobileye SuperVision Premium hands-off, eyes-on advanced driver-assist system using 11-camera surround-view, REM-based HD maps, and the RSS safety model. Provides point-to-point automated navigation including highway/traffic jam assist, autonomous lane changing, and advanced parking for premium and luxury vehicles.
• Mobileye Chauffeur Geographically scalable hands-off/eyes-off autonomous driving solution for consumer vehicles using 3-4x EyeQ6 High SoCs, 360-degree cameras, imaging radars, and front LiDAR. Enables brand-customizable eyes-off driving within formal safety margins.
• Mobileye Base ADAS Entry-level ADAS using a single forward-facing camera with EyeQ SoC for cost-effective safety features including automatic emergency braking, adaptive cruise control, lane keep assist, and intelligent speed assist. Designed for regulatory compliance and mass-market vehicle lineups.
• Mobileye Surround ADAS Comprehensive driver-assist solution with multi-sensor fusion combining surround cameras and radars on EyeQ6H SoC. Supports surround collision avoidance, lane support, hands-off highway assist up to 130 kph, automatic lane change, and intelligent parking with flexible sensor layout integration.
• EyeQ Kit SDK Software Development Kit (SDK) for Mobileye's EyeQ SoC families enabling OEMs to build differentiated applications including visualization, AR-HUD, Driver Monitoring System, HMI, and IVI applications on top of Mobileye's proven compute platform.
• Mobileye Driver Monitoring System (DMS) In-cabin sensing system that correlates driver gaze and attention with real-time road context to detect distraction. Integrated with EyeQ6L chip to unify interior sensing with exterior perception on a single chip without additional hardware cost.
• EyeQ6 High System-on-Chip Premium 7nm system-on-chip delivering 34 DL TOPS, powering Mobileye SuperVision, Chauffeur, and Drive autonomous driving platforms with heterogeneous compute combining CPU cores, vector processors, deep learning accelerators, and programmable arrays optimized for computer vision.
• EyeQ6 Lite System-on-Chip Compact 7nm ADAS front camera SoC delivering 5 DL TOPS, providing a one-box windshield solution with higher compute in smaller packages for entry-to-mid segment vehicles requiring cost-effective regulatory-compliant safety features.
• EyeQ5 Mid/High System-on-Chips EyeQ5 Mid for high-end ADAS/AV front camera applications and EyeQ5 High for partial or full surround autonomous driving configurations, powering SuperVision's 2x SoC setup and Mobileye Drive's 8x SoC configuration.

Quantifiable outcome

• Reduces AV validation data requirements from hundreds of millions to tens of thousands of hours through True Redundancy architecture
• +4 more outcomes

Named customers15 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature10 records

Partnerships

20 partnerships are on record, tiered core and minor.

• Innoviz TechnologiescoreTechnology or Integration · 22 June 2026Innoviz will supply LiDAR sensors for Mobileye's robotaxi fleet. Initial deployment of approximately 100 vehicles in 2027, scaling to 17,000 vehicles over five years, representing a potential opportunity of more than 150,000 LiDAR units (9 sensors per vehicle). Each Mobileye Drive vehicle integrates nine InnovizTwo Long-Range and Short-to-Mid-Range LiDARs.
• MoovitcoreStrategic or Co-development Partner · 16 June 2026Moovit, Mobileye's wholly-owned subsidiary, provides the mobility platform and consumer-facing applications for Mobileye's vertically integrated robotaxi service. Moovit serves over 1.7 billion users across 3,500+ cities in 112 countries. The platform enables fleet management, rider services, and mobility management for the robotaxi operations.
• General MotorscoreOEM/ Whitelabel/ Licensing Partner · 24 April 2026General Motors secured as significant contract customer for Mobileye Surround ADAS systems. Ongoing programs with major US automaker.
• Mahindra & MahindracoreOEM/ Whitelabel/ Licensing Partner · 23 April 2026Mahindra plans to adopt Mobileye SuperVision and Surround ADAS on at least six vehicle models from 2027. New design wins announced Q1 2026 following Q1 earnings beat.
• Leading U.S. Automaker (DMS)coreOEM/ Whitelabel/ Licensing Partner · 1 April 2026Major US automaker integrating Mobileye Driver Monitoring System with EyeQ6L chip for production starting 2027 across millions of vehicles and multiple models. Expands existing ADAS program with Mobileye.
• XPENGminorOEM/ Whitelabel/ Licensing Partner · 29 March 2026Extended cooperation between Volkswagen Group and XPENG in China includes autonomous driving technology partnerships benefiting Mobileye's position in the Chinese market.
• Mentee RoboticscoreStrategic or Co-development Partner · 6 January 2026Mobileye acquired Mentee Robotics for $591M (announced January 2026, closed Q1 2026) to accelerate Physical AI leadership. Mentee, co-founded by Prof. Shashua in 2021, focuses on developing autonomous humanoid robots for homes and industrial settings. Brings world-class AI talent for scaling autonomous vehicles and humanoid robots.
• Ruter (Oslo)minorStrategic or Co-development Partner · 10 December 2025Ruter, the public transport agency of Oslo, Norway, and AV operator Holo announce partnership with MOIA for autonomous vehicles beginning spring 2026. Ruter operates public transit in Oslo.
• HOLO RUTERminorStrategic or Co-development Partner · 10 December 2025Norwegian AV operator partnering with MOIA and Mobileye for autonomous vehicle deployment in Oslo public transport starting spring 2026.
• BEEPminorChannel Partner/ Reseller/ Distributor · 10 December 2025Beep is an autonomous mobility provider deploying ID. Buzz vehicles with Mobileye Drive technology in the US. Beep operates autonomous shuttles in Florida and other locations.
• Volkswagen Group (Valeo)minorStrategic or Co-development Partner · 25 March 2025Volkswagen Group cooperates with Valeo and Mobileye to enhance driver assistance in future MQB vehicles. Collaboration aims to enhance safety and driving comfort in Volkswagen's upcoming MQB-based vehicle portfolio.
• LyftcoreStrategic or Co-development Partner · 6 November 2024Lyft and Mobileye announced plans to facilitate widespread commercialization of autonomous vehicle services by industry-leading fleet operators. The partnership enables Mobileye-powered autonomous vehicles to access Lyft's ride-hailing platform and user base.
• UbercoreStrategic or Co-development Partner · 6 November 2024Uber partnership for robotaxi deployment. Uber committed to deploying at least 35,000 robotaxi vehicles with partners including Lucid Group and others. Mobileye technology integrated into Uber's platform for autonomous ride-hailing services.
• Volkswagen Group (MOIA)coreStrategic or Co-development Partner · 10 April 2023Volkswagen's MOIA subsidiary deploying ID. Buzz electric vans equipped with Mobileye Drive for autonomous ride-pooling and public transport. MOIA testing autonomous ID. Buzz in Los Angeles with Uber and planning Berlin expansion by 2027. 5,000 ID. Buzz vans planned for US roads over next decade.
• HOLON (Benteler)coreStrategic or Co-development Partner · 10 April 2023HOLON, the autonomous vehicle platform company from Benteler Group, integrates Mobileye Drive for its autonomous shuttle vehicles. HOLON vehicles will be deployed for robotaxi and mobility services.
• MAN Truck & BusminorStrategic or Co-development Partner · 10 April 2023MAN commercial vehicle brand integrating Mobileye Drive for autonomous trucking and transport applications.
• SchaefflerminorStrategic or Co-development Partner · 10 April 2023Schaeffler, automotive technology supplier, partnered with Mobileye for integration of autonomous driving technology into vehicle platforms.
• Deutsche BahnminorChannel Partner/ Reseller/ Distributor · 10 April 2023Deutsche Bahn using vehicles with Mobileye Drive for autonomous public transport services in Germany.
• Geely Auto Group (Zeekr, Lynk & Co)coreOEM/ Whitelabel/ Licensing Partner · 23 September 2020Geely group brands including Zeekr and Lynk & Co integrating Mobileye SuperVision and ADAS technology. Zeekr 001 was first production vehicle with Mobileye SuperVision. Ongoing multi-brand ADAS and AV programs.
• Ford Motor CompanycoreOEM/ Whitelabel/ Licensing Partner · 27 July 2020Ford partnership for EyeQ Kit SDK enabling Ford to develop differentiated applications on Mobileye's compute platform. Ford CEO Jim Farley publicly endorsed the open collaboration platform.

Scale indicators15 records

Recent moves9 records

Expansion highlights6 records

Broad incumbents

• Bosch: World's largest Tier 1 automotive supplier with comprehensive ADAS and AV capabilities, including in-house radar, cameras, and software stacks. Competes with Mobileye for OEM ADAS business across all major automotive regions.
• Aptiv: Global Tier 1 automotive technology supplier with ADAS, perception, and software stack offerings (formerly Delphi). Competes with Mobileye at the integrated system level for OEM ADAS programs across all major automaker customers.
• Continental: Major Tier 1 automotive supplier with broad ADAS portfolio including radar, camera, and integrated driver-assistance systems. Uses Mobileye chips in some programs but offers its own compute and software stack that competes for OEM ADAS sockets.

Direct peers

• Waymo: Alphabet-owned robotaxi operator running commercial driverless service in multiple US metros. Direct competitor to Mobileye's planned US robotaxi service launching in 2027, with a multi-year head start in real-world driverless miles and city-by-city regulatory approvals.
• Nvidia: Provides DRIVE Thor and DRIVE Orin automotive compute platforms for ADAS and AV applications. Competes directly with Mobileye's EyeQ family for the same OEM ADAS/AV socket, and is the lead reference platform for many AI-defined vehicle programs.
• Qualcomm: Snapdragon Ride and Snapdragon Digital Chassis target the same automotive ADAS/AV compute market as Mobileye's EyeQ. Major incumbent with deep OEM relationships and a roadmap to higher-TOPS platforms challenging EyeQ6 High.

Emerging players

• Tesla: Operates the FSD (Full Self-Driving) software stack on in-house-designed silicon. While Tesla builds vehicles rather than supplies OEMs, its vertically integrated approach is the benchmark that some OEMs aim to replicate, potentially reducing reliance on Mobileye-class suppliers.
• Pony.ai: Robotaxi and autonomous trucking operator with deployments in China and the US. Reported to have replaced Mobileye's technology at Verne (Rimac's robotaxi venture), illustrating competitive risk in European and Chinese robotaxi programs.
• Cruise: GM-backed robotaxi operator developing autonomous ride-hailing services. Direct competitor in the US robotaxi market and partner/rival to Mobileye across multiple OEM relationships.
• Horizon Robotics: China-based ADAS and AV compute provider (Journey series chips) competing for OEM design wins in the world's largest auto market. Strategic threat to Mobileye's position with Chinese OEMs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Mobileye
• YouTubeyoutube.com/user/MobileyeAWS
• Facebookfacebook.com/Mobileye
• LinkedInlinkedin.com/company/mobileye
• Instagraminstagram.com/mobileye

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries2 records

Funding overview

Funding rounds8 records

Investors12 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mobileye