Mobileye Global Inc.
Information Technology · Semiconductors
Structural: ADAS attach is a one-way ratchet - regulatory (EU GSR2, NHTSA AEB) + insurance economics force every new vehicle toward L2 minimum, and Mobileye ships into ~70% of OEM ADAS programs globally via EyeQ. SuperVision (eyes-on L2+) is the volume bridge to Chauffeur (eyes-off L3) without the L4 capex burn, and REM mapping is a moat that compounds with every fleet mile.
- EyeQ6/EyeQ7 ramp + SuperVision win rate at Volkswagen/Audi/Porsche/Zeekr/Polestar drives ASP step-up from ~$50 (EyeQ4) to $1500+ (SuperVision) to $4000+ (Chauffeur).
- Chauffeur eyes-off L3 launches with Volkswagen + Audi 2026-2027 = first OEM-scale L3 revenue stream outside Mercedes.
- Drive L4 robotaxi stack live with Volkswagen ID. Buzz AD in Hamburg + Holon; optionality on Uber/Lyft fleet contracts.
- $INTC still owns ~88%; any monetization (secondary, spin) is a forced-buyer event for index funds.
- Net cash balance sheet (~$1.4B) funds the R&D ramp without dilution.
- $TSLA FSD + $NVDA DRIVE Thor cannibalize the high-ASP tier; OEMs increasingly want in-house (BMW, Stellantis) or NVIDIA-stack solutions.
- China exposure (Zeekr, Geely) collapsing on local-silicon mandates + Horizon Robotics + $QCOM Snapdragon Ride wins.
- SuperVision ASP under pressure as L2+ commoditizes; gross margin guide cut twice in 2025.
- INTC overhang: ~88% float = perpetual secondary risk, and any INTC distress accelerates the exit.
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