Mobileye Global (MBLY) CES 2026 Keynote summary

Strategic partnerships and business momentum

• Announced acquisition of Mentee Robotics, expanding into humanoid robotics and physical AI, combining world-class AI talent.

• Achieved over 95% RFQ win rate with top 10 customers from 2023–2025, including new OEMs Volvo and Subaru.

• Pipeline for EyeQ6 Lite chip tripled year-over-year, with $24.5B in signed contracts through 2033 and $18B awarded in the past three years, representing 42% growth over 2023.

• Over 230 million vehicles deployed with Mobileye SoCs by Q3 2025, with 8 million cars contributing to high-definition map data and 32 billion miles harvested in 2025.

• 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 over 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.

• Advanced product status: Surround ADAS full software by Dec 2026, SuperVision Gen II stack by April 2026, and Chauffeur prototype road testing underway.

• EyeQ7 chip, ready for production in 2027, outperforms competitors in latency and supports advanced AI workloads.

• EyeQ6H outperforms Nvidia Jetson AGX Orin in key benchmarks, supporting advanced ADAS and autonomy features.

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.

• Robotaxi fleet exceeds 100 vehicles, with ID. Buzz L4 ready by Feb 2026, driverless in US by Q4 2026, and commercial rollout in 2027.

• 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.

• Global autonomous vehicle programs in development and testing across the US, Europe, Israel, Japan, and China.