Company Overview
About Mobileye
Mobileye is the global leader in advanced driver-assistance systems (ADAS) and autonomous vehicle technology, founded in Jerusalem in 1999 and acquired by Intel in 2017 before re-listing as an independent public company in 2022. Built on proprietary computer vision and sensing technology, Mobileye's EyeQ chips and software power the ADAS features — lane keeping, automatic emergency braking, adaptive cruise control — in hundreds of millions of vehicles from dozens of automakers worldwide, making it the invisible safety layer in the modern automotive industry.
Business Model & Competitive Advantage
Mobileye's product portfolio spans entry-level ADAS for high-volume vehicles, SuperVision hands-free highway driving systems, and Chauffeur, its full self-driving stack targeting robotaxi and consumer autonomous vehicles. The company also operates Mobileye Drive, its autonomous vehicle deployment platform. Its technology serves virtually every major global automaker, with integration depth that creates substantial switching costs and a moat built on the largest real-world driving dataset in the industry through its Road Experience Management (REM) mapping system.
Competitive Landscape 2025–2026
Mobileye reported $1.9B in revenue in 2025, a 15% year-over-year increase, with a $24.5B future revenue pipeline from committed automaker programs. The company has described 2026 as a transition year as SuperVision deployments ramp and its next-generation EyeQ Ultra chip enters production. Despite near-term market volatility in EV and autonomous adoption timelines, Mobileye's dominant ADAS market share and long-term pipeline position it as the essential technology partner for the automotive industry's multi-decade transition to autonomous vehicles.
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Market Leader
Mobileye is recognized as a market leader in the Transportation & Logistics sector, demonstrating strong industry presence and customer trust.
Enterprise Scale
With $1.9B in revenue, Mobileye operates at enterprise scale with proven market validation.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
Based on estimated brand signals. Historical tracking coming soon.
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