Strategic Intelligence Report
Generated July 30, 2026
Semiconductors
Mobileye
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
1
Chokepoint Score
1 other entity structurally depend on this one
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Jerusalem, Israel
Website
Employees
4,200 (as of Dec 27, 2025, FY2025 10-K)
Founded
1999
Listing
MBLY · NASDAQ
Market Cap
$2.13B
Revenue (TTM)
$2.02B
Price
USD8.43 (-6.23%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
Mobileye is an Israeli company majority-owned by Intel, developing computer vision chips and software for advanced driver-assistance systems (ADAS) and autonomous driving; its EyeQ technology has shipped in more than 250 million vehicles worldwide. The company is transitioning from base ADAS toward higher-value Surround ADAS (average selling prices of $100-150 versus legacy solutions, at roughly 70% gross margins) and raised full-year 2026 revenue guidance to a $1.97-2.02 billion range. Mobileye is also preparing commercial robotaxi services with Volkswagen's MOIA, which began public user testing in Hamburg in 2026.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Supply Chain
- Automotive: Mobileye supplies computer vision chips and ADAS software widely used across the automotive industry's autonomous driving transition.
Development
- Intel: Mobileye is majority-owned by Intel, developing autonomous driving chips and software following Intel's 2017 acquisition.
Competition / Other
- Autonomous Systems & Robotics: Mobileye's EyeQ chips and Mobileye Drive/SuperVision software are part of the broader autonomous systems and robotics technology landscape, alongside robotaxi operators and other self-driving developers.
Strategic Risks
- Faces intensifying competition from NVIDIA DRIVE and in-house automaker chip programs
Future Outlook
- Continued expansion of ADAS and autonomous driving software licensing
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Feb 2026) — Mobileye Global Inc. FY2025 Annual Report (Form 10-K), filed with the SEC
- Mobileye investor relations / Q1 2026 earnings release (May 2026) — Mobileye raises FY2026 revenue guidance, targets driverless robotaxi launch
- BusinessWire (Mobileye Q1 2026 release) (Apr 2026) — Mobileye's 8-year automotive revenue pipeline reaches $24.5B, up 42% since 2022, on EyeQ and SuperVision wins
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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