# Mobileye **Source:** https://geo.sig.ai/brands/mobileye **Vertical:** Transportation & Logistics **Subcategory:** Autonomous Vehicles **Tier:** Leader **Website:** mobileye.com **Last Updated:** 2026-04-14 ## Summary Global ADAS market leader with $1.9B revenue in 2025 (+15% YoY); $24.5B future revenue pipeline; Intel-listed Jerusalem-based company; EyeQ chips and software power ADAS features in hundreds of millions of vehicles from dozens of automakers worldwide. ## Company Overview 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.\n\nMobileye'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.\n\nMobileye 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. ## Frequently Asked Questions ### What is Mobileye's revenue? Mobileye reported $1.894B in full-year 2025 revenue, up 15% year-over-year, with a future automotive revenue pipeline of $24.5B. ### What is Mobileye's relationship with Intel? Mobileye is majority-owned by Intel and trades publicly on NASDAQ under ticker MBLY since its 2022 IPO. ### What is Mobileye's 2026 outlook? Management describes 2026 as a transition year with flat to 5% revenue growth, as the company advances toward commercializing full self-driving systems. ### What is Mobileye's core ADAS technology? Mobileye's core technology is its EyeQ system-on-chip combined with computer vision software that processes camera, radar, and lidar sensor data to enable ADAS features like automatic emergency braking, lane departure warning, adaptive cruise control, and driver monitoring. Over 900 car models from 50+ OEMs ship with Mobileye technology. ### How does Mobileye's Road Experience Management (REM) mapping work? Mobileye's REM system uses cameras on vehicles already equipped with Mobileye technology to crowdsource high-definition map data. Millions of cars effectively build and update a live map of road conditions, lane markings, and static features — creating a mapping asset for autonomous driving without dedicated mapping vehicles. ### Who are Mobileye's major automotive OEM customers? Mobileye's ADAS chips and software are used by BMW, Volkswagen, Nissan, Volvo, Hyundai, Ford, and dozens of other automakers worldwide. The company holds approximately 70% market share in camera-based ADAS systems, making its technology nearly ubiquitous in vehicles with advanced driver assistance features. ### What is Mobileye's relationship with Intel? Mobileye was acquired by Intel in 2017 for $15.3B and re-IPO'd on NASDAQ in October 2022 while Intel retained a majority stake. Intel has periodically discussed further divestitures of its Mobileye stake as part of its strategic restructuring, though Mobileye operates with significant autonomy as an independent subsidiary. ### What is Mobileye's autonomous vehicle robotaxi program? Mobileye's autonomous vehicle program includes Mobileye Drive — a full AV software stack for robotaxi applications — and partnerships with taxi and mobility operators to deploy autonomous vehicles. The company is testing robotaxis in multiple cities globally, positioning its AV stack as a platform for third-party operators. ### What is Mobileye? Mobileye is a leading autonomous driving and driver assistance technology company, providing camera-based sensing, computer vision algorithms, and driver assistance chips (EyeQ) to automakers globally — technology embedded in tens of millions of vehicles for ADAS features like automatic emergency braking and lane keeping. ### What is Mobileye's revenue model? Mobileye generates approximately $2B in annual revenue from EyeQ chips and software sold to automotive OEM customers, trading on NASDAQ under ticker MBLY (spun off from Intel in 2022) with Intel retaining majority ownership. ### What is Mobileye's SuperVision system? Mobileye SuperVision is a premium ADAS system providing hands-free highway driving and advanced automation using Mobileye's cameras and EyeQ6 processors, deployed in Zeekr and other vehicles as a stepping stone toward full autonomous driving. ### What is Mobileye Road Experience Management? Mobileye's REM (Road Experience Management) system crowdsources centimeter-precise map data from its embedded cameras in millions of vehicles, building a continuously updated high-definition map used for autonomous driving and ADAS features. ### How does Mobileye compete with Tesla FSD? Mobileye provides ADAS technology to multiple automakers rather than a single brand, enabling broader deployment across the automotive industry. While Tesla FSD uses an end-to-end AI approach, Mobileye uses a sensor fusion and rules-based system designed to achieve ASIL-D safety certification required for automotive-grade autonomy. ### What does Mobileye do and who owns it? Mobileye is the world's leading supplier of computer vision and AI systems for Advanced Driver Assistance Systems (ADAS) and autonomous driving. Its cameras, chips, and software power ADAS features including automatic emergency braking, lane keeping, and adaptive cruise control in approximately 800 vehicle models. Mobileye is majority-owned by Intel, which took the company public on Nasdaq in 2022. ### What is Mobileye's EyeQ chip and why is it important? Mobileye's EyeQ system-on-chip is the dedicated automotive computer vision processor that runs Mobileye's ADAS algorithms. The chip is designed for automotive safety standards, low power consumption, and real-time processing of camera feeds for ADAS functions. Mobileye has shipped over 125 million EyeQ chips to automotive OEMs, giving it a massive installed base advantage over camera system competitors. ### What is Mobileye's SuperVision and Drive advanced ADAS systems? Mobileye SuperVision is a hands-off highway driving system for premium vehicles requiring driver monitoring but offering a more advanced driver assistance experience than traditional ADAS. Mobileye Drive is the company's full self-driving platform for robotaxi and autonomous delivery applications, targeting the commercial autonomy market alongside its ADAS business. ### What is Mobileye's Road Experience Management (REM) data network? REM is Mobileye's crowdsourced mapping system that uses cameras in Mobileye-equipped vehicles to continuously update precise HD maps of road conditions. With 800 vehicle models contributing data, REM generates mapping updates from millions of vehicles daily—creating a proprietary, continuously fresh map data asset that supports both current ADAS features and future autonomous driving capabilities. ### How does Mobileye compete with Tesla, NVIDIA, or Qualcomm for automotive AI? Tesla develops its own in-house vision-based ADAS (Tesla Vision) and is not a Mobileye customer. NVIDIA's DRIVE platform competes with Mobileye for next-generation ADAS and autonomous systems from OEMs wanting more processing flexibility. Qualcomm competes in automotive AI chips through Snapdragon Ride. Mobileye's established OEM relationships, safety certification history, and 125M+ chip installed base are significant advantages that new entrants must overcome. ## Tags supply-chain, transportation, public, b2b --- *Data from geo.sig.ai Brand Intelligence Database. Updated 2026-04-14.*