Mobileye announced this month that the shipments of its EyeQ integrated chipsets have exceeded 100 million units.
Sales of ADAS business accounted for about 60\% of Mobileye’s total sales in the past four years.
Currently, Mobileye’s business scope includes the EyeQ series of software and hardware integrated ADAS platforms, the 360-degree pure visual perception system Supervision based on EyeQ5H and the unmanned travel service platform based on the Mobileye Drive™ system.
Mobileye used to be the absolute giant in the industry, but nowadays more and more ADAS suppliers are rising, and most capable OEMs choose to develop their own perception algorithms, which has shaken Mobileye’s dominant position.
As an example of domestic new forces, NIO, XPeng, and Ideal’s next-generation flagship models all use the NVIDIA Orin perception platform. Even Horizon and Huawei have won many orders in the fierce race.
Mobileye not only cannot win new customers but also losing old ones. Its long-term partner BMW recently announced a collaboration with Qualcomm to build the next generation of advanced ADAS platforms.
While the market is showing a positive trend, the industry giant Mobileye is no longer as popular as it used to be. As an independent listed company, Mobileye needs to embrace customers, move from a closed to an open environment, and empower automakers to install more advanced equipment.
🔗Source: Mobileye Official Website
This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.