30-Second Explanation
Mobileye helps vehicles understand the road and assist with, or increasingly perform, driving tasks.
Its core business combines EyeQ system-on-chips, computer-vision software, mapping, driving policy and complete driving-system designs that vehicle manufacturers can integrate into production vehicles. [S101]
The company designs the EyeQ processors and much of the software that interprets camera and radar data, maps roads and decides how an automated system should respond. It normally reaches automakers through Tier 1 automotive suppliers, although it also works directly with automakers to design and validate each vehicle program. [S101]
Most current revenue still comes from commercially deployed driver-assistance systems. More advanced products extend the same technology base toward hands-free driving, eyes-off systems and robotaxis. [S101]
2025 Scale
Revenue
Mobileye reported $1.894 billion of revenue in 2025, an increase of 15% from 2024. [S101]
Systems shipped
The company shipped approximately 35.7 million EyeQ SoCs and SuperVision systems in 2025. [S101]
Installed base
At the end of 2025, Mobileye technology had been deployed in more than 230 million vehicles across approximately 1,400 vehicle models. [S101]
Customer reach
Mobileye said it was working with more than 50 vehicle manufacturers on ADAS implementation. [S101]
Research organization
Approximately 85% of Mobileye's roughly 4,200 employees at the end of 2025 worked in research and development. [S101]
Q2 2026 Snapshot
Financial result
Second-quarter revenue was $508 million, compared with $506 million one year earlier. [S102]
Product execution
Mobileye was preparing advanced product launches for late 2026 and 2027 while continuing work on robotaxi services with Volkswagen Group company MOIA. [S102]
New programs
The company reported continued demand for higher-volume next-generation ADAS and added a Cloud-Enhanced ADAS design win with Stellantis. [S102]
How Mobileye Actually Works
Mobileye is not a vehicle manufacturer. Its position is between semiconductor design, automotive software and system integration. [S101]
What Mobileye Does
Mobileye develops technology across four connected layers:
1.Compute
purpose-built EyeQ system-on-chips process sensor data inside the vehicle.
2.Perception
computer-vision and sensor-fusion software identifies lanes, vehicles, pedestrians and other road features.
3.Road intelligence and policy
REM maps, localization and RSS-based driving policy help the system understand where it is and how to act.
The common platform matters because an automaker can begin with safety functions and reuse parts of the architecture in more advanced programs.
Product and Technology Stack
EyeQ
EyeQ is the compute foundation. Mobileye designs the SoC architecture and software stack, while manufacturing is outsourced to STMicroelectronics. [S101]
Base and Cloud-Enhanced ADAS
Base ADAS supplies functions such as collision warning, automatic emergency braking and lane support. Cloud-Enhanced ADAS adds REM road intelligence without requiring a complete high-end sensor package. [S101]
Surround ADAS and SuperVision
Surround ADAS combines additional cameras and radars with an EyeQ6 High-based ECU. SuperVision is Mobileye's eyes-on, hands-off premium system and uses surround sensing, mapping and driving policy while leaving responsibility with the driver. [S101]
Chauffeur and Drive
Chauffeur is designed for eyes-off operation within defined conditions. Mobileye Drive is the no-driver system intended for robotaxis and other autonomous mobility services. [S101]
Who Uses Mobileye Technology
Vehicle manufacturers
Automakers select Mobileye technology for specific vehicle programs, define the desired function set and participate in integration and validation.
Tier 1 automotive suppliers
Tier 1 suppliers are often the direct Mobileye customer. They combine EyeQ and Mobileye software with cameras, ECUs and other vehicle systems before supplying the automaker. [S101]
Drivers and passengers
End users encounter Mobileye through safety warnings, braking and lane functions, hands-free assistance or autonomous-mobility services. Mobileye usually remains an embedded technology provider rather than the consumer-facing vehicle brand.
Mobility operators
Robotaxi and public-transport partners use Mobileye's self-driving system as part of a larger service that also requires vehicles, fleet operations and a rider platform. [S102]
Who Pays Mobileye
The direct payer is commonly a Tier 1 supplier that purchases EyeQ chips or a larger system for an automaker's production program. Mobileye also works directly with automakers because the technology must be customized and validated for each vehicle architecture. [S101]
This creates two different relationships:
Commercial transaction
Tier 1 supplier → pays Mobileye
Program decision and validation
Automaker ↔ works directly with MobileyeThe distinction explains why a company can have deep automaker relationships even when the invoice is issued to an automotive supplier.
How Mobileye Makes Money
Mobileye recognizes most revenue when EyeQ SoCs and SuperVision systems are shipped. EyeQ sales represented approximately 91% of 2025 revenue; SuperVision represented most of the remainder. [S101]
The economic sequence is long:
A design win therefore indicates future placement, not immediate or guaranteed revenue. Vehicle launch schedules, production volumes and customer purchasing decisions determine how much revenue eventually appears.
What Mobileye Depends On
STMicroelectronics
Mobileye purchased all EyeQ SoCs from STMicroelectronics at the end of 2025. That concentration makes manufacturing capacity, quality and semiconductor supply critical dependencies. [S101]
Automotive production cycles
Revenue depends on vehicle programs reaching production and maintaining volume. Automotive design and validation cycles can take years.
Concentrated customers
ZF, Valeo and Aptiv accounted for 30%, 17% and 15% of 2025 revenue, respectively. Eight automakers accounted for 82% of revenue through Mobileye's Tier 1 customers. [S101]
Cloud, maps and regulation
REM and mobility services rely on cloud infrastructure, including Amazon Web Services. Automated-driving deployments also depend on safety validation, privacy rules and jurisdiction-specific regulation. [S101]
Who Depends on Mobileye
Automakers and Tier 1 suppliers depend on Mobileye when a production vehicle is designed around EyeQ and its associated software. Replacing the platform is not equivalent to swapping a generic component because perception, safety behavior and vehicle integration must be validated together.
Drivers depend on the resulting functions for assistance, but responsibility changes by product level: Base ADAS and SuperVision still require active driver supervision, while Chauffeur and Drive target more automated operating conditions. [S101]
Intel Relationship
Intel acquired Mobileye in 2017 and returned a minority of the company to public markets in 2022. Mobileye now has publicly traded Class A shares, its own reporting, management and product roadmap, but Intel retains controlling voting power and continues to consolidate Mobileye in its financial statements. [S101][S108]
That makes Mobileye both:
- an independently listed operating company; and
- a controlled subsidiary inside Intel's consolidated group.
Neither description is complete by itself.
Competition by Business Layer
ADAS compute and software
Mobileye competes with semiconductor and software suppliers offering automotive compute, perception and driver-assistance platforms.
Automotive system integration
Tier 1 suppliers can be customers, partners and competitors because some develop their own driving-system technology.
Automaker-developed systems
Vehicle manufacturers may build more of the stack internally or combine components from several suppliers.
Autonomous mobility
Robotaxi technology competes on more than driving performance. Vehicle cost, fleet operations, regulation, geographic scalability and service economics all affect deployment. [S101]
Competition therefore changes by layer; there is no single competitor set for every Mobileye product.
History
1999 — Mobileye is founded
2001–2004 — EyeQ takes shape
Mobileye decided to design a purpose-built system-on-chip and sampled the first EyeQ generation in 2004. [S104]
2014 — First public listing
Mobileye completed an IPO and traded on the New York Stock Exchange under MBLY. [S103]
2017 — Intel acquisition
Intel acquired Mobileye for approximately $15.3 billion and made it a wholly owned subsidiary. [S101]
2022 — Mobileye returns to public markets
2025 — Core ADAS volume recovers
Revenue rose 15% as EyeQ volumes increased following the earlier customer-inventory correction. [S101]
Leadership
Amnon Shashua
Shashua is Mobileye's co-founder, President and Chief Executive Officer. He has led the technology strategy from monocular computer vision through EyeQ, mapping, driving policy and autonomous systems. He announced an intention to step down after a successor is appointed and remained CEO in the latest cited September 2026 filing. [S105][S106][S107]
Shai Shalev-Shwartz
As Chief Technology Officer, Shalev-Shwartz leads software and algorithm development for ADAS and autonomous-driving systems, including RSS and REM. [S105]
What Most People Miss
Mobileye is not simply a camera-software company and not simply a chip company.
Its commercial position comes from combining:
purpose-built compute
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perception software
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road intelligence
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driving policy
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automotive validation and production relationshipsThe difficult part is not demonstrating one automated-driving feature. It is delivering a system that an automaker can validate, manufacture at scale and support across years of vehicle production.
Common Misconceptions
“Mobileye is just an Intel product.”
“A design win is the same as current revenue.”
Automotive programs normally require lengthy integration and validation. Revenue depends on the program reaching production and on actual unit shipments.
“Mobileye manufactures EyeQ chips itself.”
Mobileye designs the EyeQ platform but relied on STMicroelectronics for EyeQ manufacturing at the end of 2025. [S101]
“SuperVision is a driverless system.”
SuperVision is an eyes-on, hands-off system. The driver remains responsible and must continue monitoring the road. [S101]
What Changed Recently
Customer inventories normalized
The inventory correction that depressed 2024 shipments eased, contributing to the 2025 recovery in EyeQ volume and revenue. [S101]
The product mix is moving upward
Robotaxi commercialization moved closer to service
MOIA began public user testing in Hamburg with safety drivers during Q2 2026, while Mobileye continued building the technology and operating partnerships required for commercial service. [S102]
Common Questions
Is Mobileye publicly traded?
Does Intel still own Mobileye?
What is Mobileye's main source of revenue?
Most revenue comes from EyeQ SoCs sold for automotive production programs, commonly through Tier 1 suppliers. EyeQ represented approximately 91% of 2025 revenue. [S101]
Does Mobileye build cars?
No. It supplies driving technology and systems that vehicle manufacturers and mobility operators integrate into vehicles and services.
Evidence
- FY2025 Form 10-K: business model, products, customers, suppliers, competition, ownership and audited annual results. [S101]
- Q2 2026 results: latest completed-quarter performance and current commercial programs. [S102]
- Investor FAQs and September 2026 Form 8-K: legal identity, listing, headquarters and current officers. [S103][S107]
- Mobileye history and management pages: company origins, technology development and leadership responsibilities. [S104][S105]
- Intel FY2025 Form 10-K: continued control and consolidation. [S108]