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Mobileye Global (MBLY) investor relations material
Mobileye Global CES 2026 Keynote summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic partnerships and business momentum
Announced acquisition of Mentee Robotics, expanding into humanoid robotics and physical AI.
Achieved 95% win rate on RFQs with top 10 customers in 2025, including new OEMs Volvo and Subaru.
Pipeline for EyeQ6 Lite chip tripled year-over-year, with $24.5B in signed contracts over the next eight years.
Over 230 million chips deployed globally, with 8 million cars contributing to high-definition map data.
Strong collaboration with Volkswagen and MOIA for autonomous mobility, targeting US and European markets.
Product and technology advancements
Surround ADAS, featuring EyeQ6 High chip, secured design wins with Volkswagen and a major US OEM, totaling 19 million units and SOP in 2028.
SuperVision and Chauffeur (Level 3) systems progressing with Porsche, Audi, and other premium brands, with SOPs in 2027 and 2028.
Robotaxi fleet exceeds 100 vehicles, testing in diverse global conditions; Level 4 ready vehicle launches in February, with US driverless operations in Q3/Q4 and EU expansion in 2027.
EyeQ7 chip, ready for production in 2027, outperforms competitors in latency and supports advanced AI workloads.
Autonomous mobility ecosystem and scaling
Partnership with Volkswagen and MOIA leverages industrial scale, advanced self-driving systems, and a robust software platform for fleet management.
Ecosystem targets six cities by 2027 and over 100,000 self-driving vehicles by 2033.
Emphasis on reducing teleoperation needs and cost of sensor/computing hardware to enable large-scale deployment.
Two-way synergy between consumer and robotaxi platforms accelerates data collection and technology improvement.
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