{"slug":"mobileye","name":"Mobileye","name_en":"Mobileye","ticker":"MBLY","updated_at":"2026-07-12T04:02:58.465+00:00","canonical":"https://valuechain.wiki/mobileye","same_as":["https://finance.yahoo.com/quote/MBLY","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1910139"],"citable":"밸류체인 그래프 기준 Mobileye의 직접 연결 기업은 4곳(관계 기준 공급 2·매출 1·투자 1)이고, 사슬을 2차까지 넓히면 48곳에 닿는다. 링크의 근거 출처는 8건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Mobileye is directly linked to 4 companies (2 supply, 1 revenue, 1 investment relationships) and reaches 48 companies within two hops; the links are backed by 8 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"자율주행·ADAS 칩(EyeQ)","kicker_en":"Autonomous driving & ADAS chips (EyeQ)","lead":"자율주행·ADAS 컴퓨터비전 1위. EyeQ 칩이 2025년까지 2.3억 대+ 차량에 탑재됐고, EyeQ6 Lite 4,600만 개 수주를 확보했다. 2025년 매출 $18.9억(+15%), 영업현금흐름 $6억(+51%), 8년 자동차 매출 파이프라인 $24.5억. EyeQ Ultra는 TSMC 5nm로 만든다. 자동차 OEM에 비전 컴퓨팅을 파는 자율주행 사슬의 칩 축이다.","lead_en":"The No.1 in autonomous-driving and ADAS computer vision. Its EyeQ chip is in 230M+ vehicles through 2025, with 46M EyeQ6 Lite orders secured. 2025 revenue $1.89B (+15%), operating cash flow $602M (+51%), an 8-year automotive pipeline of $24.5B. EyeQ Ultra is built on TSMC 5nm. The chip axis of the AV chain, selling vision compute to automakers.","segments":{"fy":2025,"parts":[{"desc":"EyeQ SoC를 자동차 OEM에 공급 — 2.3억 대+ 탑재·EyeQ6 4,600만 수주, 매출의 본체.","name":"EyeQ ADAS 칩"},{"desc":"카메라 중심 아이즈온·핸즈오프 자율주행 스택 — 지커 세계 첫 양산, 대당 콘텐츠를 키우는 고부가 축.","name":"SuperVision·Chauffeur"},{"desc":"로보택시·자율 셔틀용 Chauffeur — 장기 옵션 성장 축, 아직 초기.","name":"로보택시"}],"total":"2025 매출 $1.89B (+15%)","concentration":"2.3억 대 탑재. EyeQ6 4,600만 수주."},"segments_en":{"fy":2025,"parts":[{"desc":"EyeQ SoCs to automakers — 230M+ vehicles, 46M EyeQ6 orders, the revenue core.","name":"EyeQ ADAS chips"},{"desc":"Camera-centric eyes-on/hands-off AV stacks — first series-produced on Zeekr, a high-value axis lifting content per vehicle.","name":"SuperVision/Chauffeur"},{"desc":"Chauffeur for robotaxis and shuttles — a long-term option growth axis, still early.","name":"Robotaxi"}],"total":"2025 revenue $1.89B (+15%)","concentration":"230M vehicles; 46M EyeQ6 orders."},"returns_yearly":{"2023":23.6,"2024":-54,"2025":-47.6,"2026":-8.5},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"geely-auto","name":"지리자동차","name_en":"Geely Auto","tier":1,"returns_yearly":{"2021":-40.8,"2022":-22.9,"2023":-40.3,"2024":98.5,"2025":14.5,"2026":18.9}}],"benefiting":[{"slug":"intel","name":"Intel","name_en":"Intel","tier":1,"returns_yearly":{"2021":6.1,"2022":-46.6,"2023":94.6,"2024":-59.6,"2025":84,"2026":197.7}},{"slug":"stmicroelectronics","name":"ST마이크로일렉트로닉스","name_en":"STMicroelectronics","tier":1,"returns_yearly":{"2021":32.4,"2022":-26.8,"2023":41.7,"2024":-49.7,"2025":5.3,"2026":176.6}},{"slug":"tsmc","name":"TSMC","name_en":"TSMC","tier":1,"returns_yearly":{"2021":12.1,"2022":-36.7,"2023":42.3,"2024":92.6,"2025":55.9,"2026":43.6}},{"slug":"at-s","name":"AT&S","name_en":"AT&S","tier":2,"returns_yearly":{"2021":57.5,"2022":-22,"2023":-27.6,"2024":-41.3,"2025":188.9,"2026":390.3}},{"slug":"sumco","name":"섬코","name_en":"SUMCO Corporation","tier":2,"returns_yearly":{"2021":-4.3,"2022":-3.9,"2023":21.3,"2024":-48.1,"2025":41.7,"2026":225.8}},{"slug":"psk-inc","name":"피에스케이","name_en":"PSK Inc","tier":2,"returns_yearly":{"2021":22.7,"2022":-19.6,"2023":14.2,"2024":-2.6,"2025":228.2,"2026":208}},{"slug":"globalwafers","name":"GlobalWafers","name_en":"GlobalWafers","tier":2,"returns_yearly":{"2021":26.9,"2022":-29.9,"2023":14.3,"2024":-39,"2025":48.9,"2026":171.6}},{"slug":"ibiden","name":"Ibiden","name_en":"Ibiden","tier":2,"returns_yearly":{"2021":30.4,"2022":-19.6,"2023":51.6,"2024":-38.6,"2025":261,"2026":147.1}},{"slug":"cohu","name":"코후","name_en":"Cohu","tier":2,"returns_yearly":{"2021":-0.2,"2022":-15.9,"2023":10.4,"2024":-24.6,"2025":-12.8,"2026":141.4}},{"slug":"applied-materials","name":"어플라이드 머티어리얼즈","name_en":"Applied Materials","tier":2,"returns_yearly":{"2021":83.6,"2022":-37.5,"2023":68,"2024":1.1,"2025":59.6,"2026":135}},{"slug":"unimicron","name":"유니마이크론","name_en":"Unimicron","tier":2,"returns_yearly":{"2021":133.5,"2022":-30.2,"2023":35.2,"2024":-19.7,"2025":175.7,"2026":131.6}},{"slug":"lam-research","name":"램리서치","name_en":"Lam Research","tier":2,"returns_yearly":{"2021":53.7,"2022":-40.7,"2023":88.6,"2024":-6.8,"2025":139.2,"2026":105}},{"slug":"onto-innovation","name":"Onto Innovation","name_en":"Onto Innovation","tier":2,"returns_yearly":{"2021":112.9,"2022":-32.7,"2023":124.6,"2024":9,"2025":-5.3,"2026":103.6}},{"slug":"wolfspeed","name":"울프스피드","name_en":"Wolfspeed","tier":2,"returns_yearly":{"2026":102.7}},{"slug":"simmtech","name":"심텍","name_en":"Simmtech","tier":2,"returns_yearly":{"2021":119.6,"2022":-34.6,"2023":12.4,"2024":-63.3,"2025":392.9,"2026":94.9}},{"slug":"kla","name":"KLA","name_en":"KLA","tier":2,"returns_yearly":{"2021":68,"2022":-11.2,"2023":56,"2024":9.4,"2025":94.5,"2026":91}},{"slug":"screen-holdings","name":"SCREEN Holdings","name_en":"SCREEN Holdings","tier":2,"returns_yearly":{"2021":40.7,"2022":-13.2,"2023":220.1,"2024":-24.1,"2025":84.9,"2026":86.3}},{"slug":"teradyne","name":"Teradyne","name_en":"Teradyne","tier":2,"returns_yearly":{"2021":36.8,"2022":-46.3,"2023":24.8,"2024":16.5,"2025":54.4,"2026":85.9}},{"slug":"resonac","name":"Resonac","name_en":"Resonac","tier":2,"returns_yearly":{"2021":-2.6,"2022":-4,"2023":37.5,"2024":30.3,"2025":137.9,"2026":80.4}},{"slug":"tokyo-electron","name":"도쿄일렉트론","name_en":"Tokyo Electron (TEL)","tier":2,"returns_yearly":{"2021":40.4,"2022":-14.5,"2023":89.8,"2024":-4.4,"2025":61.6,"2026":78.2}},{"slug":"qnity-electronics","name":"퀴니티 일렉트로닉스","name_en":"Qnity Electronics","tier":2,"returns_yearly":{"2026":76.3}},{"slug":"entegris","name":"Entegris","name_en":"Entegris","tier":2,"returns_yearly":{"2021":44.6,"2022":-52.5,"2023":83.5,"2024":-17.1,"2025":-14.6,"2026":72.8}},{"slug":"asml","name":"ASML","name_en":"ASML","tier":2,"returns_yearly":{"2021":64.1,"2022":-30.5,"2023":39.9,"2024":-7.7,"2025":55.8,"2026":68.6}},{"slug":"global-unichip","name":"Global Unichip","name_en":"Global Unichip","tier":2,"returns_yearly":{"2021":21.4,"2022":67.6,"2023":99.4,"2024":-13.7,"2025":101.4,"2026":66.4}},{"slug":"besi","name":"BESI","name_en":"BESI","tier":2,"returns_yearly":{"2021":33.7,"2022":-6.1,"2023":121.8,"2024":-9.3,"2025":35,"2026":56.2}},{"slug":"fujimi","name":"Fujimi","name_en":"Fujimi Incorporated","tier":2,"returns_yearly":{"2021":64.7,"2022":-1.6,"2023":40.4,"2024":-24.2,"2025":28.4,"2026":54.6}},{"slug":"shin-etsu","name":"신에쓰화학","name_en":"Shin-Etsu Chemical","tier":2,"returns_yearly":{"2021":6.3,"2022":3.1,"2023":57.8,"2024":-15.6,"2025":7.6,"2026":44}},{"slug":"tokyo-ohka","name":"Tokyo Ohka Kogyo","name_en":"Tokyo Ohka Kogyo (TOK)","tier":2,"returns_yearly":{"2021":-2.7,"2022":-3,"2023":63.8,"2024":4.3,"2025":111.5,"2026":42.9}},{"slug":"ebara","name":"Ebara","name_en":"Ebara","tier":2,"returns_yearly":{"2021":58.1,"2022":2.3,"2023":76.1,"2024":41,"2025":84,"2026":32.3}},{"slug":"asm-international","name":"ASM International","name_en":"ASM International","tier":2,"returns_yearly":{"2021":44.2,"2022":2.9,"2023":68.7,"2024":10.3,"2025":25.9,"2026":28.8}},{"slug":"linde","name":"Linde","name_en":"Linde","tier":2,"returns_yearly":{"2021":33.4,"2022":-4.4,"2023":27.7,"2024":3.2,"2025":3.2,"2026":25.1}},{"slug":"cadence","name":"Cadence Design Systems","name_en":"Cadence Design Systems","tier":2,"returns_yearly":{"2021":36.6,"2022":-13.8,"2023":69.6,"2024":10.3,"2025":4,"2026":22.9}},{"slug":"lasertec","name":"Lasertec","name_en":"Lasertec","tier":2,"returns_yearly":{"2021":78.9,"2022":2.4,"2023":57,"2024":-60.6,"2025":138.9,"2026":22.4}},{"slug":"advantest","name":"Advantest","name_en":"Advantest","tier":2,"returns_yearly":{"2021":17,"2022":-2.3,"2023":155.7,"2024":49.5,"2025":196,"2026":17.1}},{"slug":"nikon","name":"니콘","name_en":"Nikon","tier":2,"returns_yearly":{"2021":46.2,"2022":10.9,"2023":23.1,"2024":13.7,"2025":19.7,"2026":15.9}},{"slug":"merck-kgaa","name":"Merck KGaA","name_en":"Merck KGaA (EMD)","tier":2,"returns_yearly":{"2021":42.2,"2022":-0.4,"2023":-19.1,"2024":-2.5,"2025":-12.7,"2026":13.5}},{"slug":"air-liquide","name":"Air Liquide","name_en":"Air Liquide","tier":2,"returns_yearly":{"2021":14.1,"2022":7.9,"2023":20.9,"2024":8.5,"2025":-4.8,"2026":12.5}},{"slug":"disco","name":"디스코","name_en":"Disco Corporation","tier":2,"returns_yearly":{"2021":-6.6,"2022":27.7,"2023":218.5,"2024":11.6,"2025":49.6,"2026":10.2}},{"slug":"eo-technics","name":"이오테크닉스","name_en":"EO Technics","tier":2,"returns_yearly":{"2021":7.6,"2022":-28.2,"2023":130.5,"2024":-16.2,"2025":163.2,"2026":0.7}},{"slug":"hpsp","name":"HPSP","name_en":"HPSP","tier":2,"returns_yearly":{"2023":216.5,"2024":-30.4,"2025":54.7,"2026":-4.5}},{"slug":"synopsys","name":"Synopsys","name_en":"Synopsys","tier":2,"returns_yearly":{"2021":42.1,"2022":-13.4,"2023":61.3,"2024":-5.7,"2025":-3.2,"2026":-5.2}},{"slug":"photronics","name":"Photronics","name_en":"Photronics","tier":2,"returns_yearly":{"2021":68.9,"2022":-10.7,"2023":86.4,"2024":-24.9,"2025":35.8,"2026":-6.6}},{"slug":"leeno","name":"리노공업","name_en":"Leeno Industrial","tier":2,"returns_yearly":{"2021":21,"2022":-5.3,"2023":18.3,"2024":9.5,"2025":150.1,"2026":-30.3}},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":2,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":2,"returns_yearly":null},{"slug":"hitachi-hightech","name":"히타치 하이테크","name_en":"Hitachi High-Tech","tier":2,"returns_yearly":null},{"slug":"shinko","name":"신코덴키","name_en":"Shinko Electric Industries","tier":2,"returns_yearly":null},{"slug":"ichor-holdings","name":"이코르","name_en":"Ichor Holdings","tier":3,"returns_yearly":{"2021":52.7,"2022":-41.7,"2023":25.4,"2024":-4.2,"2025":-42.8,"2026":444.2}},{"slug":"mks-instruments","name":"MKS Instruments","name_en":"MKS Instruments","tier":3,"returns_yearly":{"2021":16.4,"2022":-51,"2023":22.6,"2024":2.2,"2025":54.4,"2026":131}},{"slug":"tower-semiconductor","name":"Tower Semiconductor","name_en":"Tower Semiconductor","tier":3,"returns_yearly":{"2021":53.7,"2022":8.9,"2023":-29.4,"2024":68.8,"2025":128,"2026":89.7}},{"slug":"ajinomoto","name":"Ajinomoto","name_en":"Ajinomoto","tier":3,"returns_yearly":{"2021":31,"2022":36,"2023":44.5,"2024":4,"2025":14.1,"2026":63.7}},{"slug":"advanced-energy","name":"어드밴스드에너지","name_en":"Advanced Energy Industries","tier":3,"returns_yearly":{"2021":-5.7,"2022":-5.4,"2023":27.5,"2024":6.6,"2025":81.6,"2026":47.2}},{"slug":"smc","name":"SMC Corporation","name_en":"SMC Corporation","tier":3,"returns_yearly":{"2021":0.9,"2022":4.5,"2023":28.6,"2024":-28,"2025":4.2,"2026":26.6}},{"slug":"dupont","name":"듀폰","name_en":"DuPont","tier":3,"returns_yearly":{"2021":15.4,"2022":-13.4,"2023":14.4,"2024":1,"2025":28.7,"2026":12.6}},{"slug":"yokogawa-electric","name":"요코가와전기","name_en":"Yokogawa Electric","tier":3,"returns_yearly":{"2021":-15.9,"2022":23.6,"2023":30.6,"2024":18.8,"2025":52.3,"2026":9.4}},{"slug":"wonik-qnc","name":"원익QnC","name_en":"Wonik QnC","tier":3,"returns_yearly":{"2021":26.2,"2022":2,"2023":11.9,"2024":-33.7,"2025":53.4,"2026":9.3}},{"slug":"siemens-ag","name":"지멘스","name_en":"Siemens AG","tier":3,"returns_yearly":{"2021":12.2,"2022":5.1,"2023":20.1,"2024":28,"2025":26.4,"2026":8.7}},{"slug":"sony-semiconductor","name":"소니 반도체","name_en":"Sony Semiconductor Solutions","tier":3,"returns_yearly":{"2021":27.2,"2022":-8.4,"2023":27.8,"2024":17.9,"2025":1,"2026":-2.4}},{"slug":"tck","name":"티씨케이","name_en":"TCK (Tokai Carbon Korea)","tier":3,"returns_yearly":{"2021":-10.1,"2022":-16.9,"2023":2.8,"2024":-28.7,"2025":225.7,"2026":-2.5}},{"slug":"hoya","name":"호야","name_en":"Hoya Corporation","tier":3,"returns_yearly":{"2021":10.8,"2022":-3,"2023":34.4,"2024":11.3,"2025":24.9,"2026":-2.9}},{"slug":"hitachi","name":"히타치","name_en":"Hitachi","tier":3,"returns_yearly":{"2021":40.6,"2022":16.7,"2023":75.4,"2024":71.1,"2025":37.5,"2026":-11.8}},{"slug":"hana-materials","name":"하나머티리얼즈","name_en":"Hana Materials","tier":3,"returns_yearly":{"2021":106,"2022":-30.5,"2023":26.1,"2024":-47.4,"2025":173.9,"2026":-15.7}},{"slug":"carl-zeiss-smt","name":"Carl Zeiss SMT","name_en":"Carl Zeiss SMT","tier":3,"returns_yearly":null},{"slug":"trumpf","name":"TRUMPF","name_en":"TRUMPF","tier":3,"returns_yearly":null}],"analysis":"모빌아이의 논지는 자율주행 컴퓨터비전 1위라는 위치와, ADAS 대량 채택에서 고부가 자율주행 스택으로의 믹스 상향이다. EyeQ 칩이 2.3억 대+ 차량에 깔린 사실상 표준이고 8년 파이프라인 $24.5B·EyeQ6 4,600만 수주가 향후 매출을 선확정한다. 성장의 다음 단계는 SuperVision·Chauffeur로 대당 콘텐츠를 키우는 것으로, 지커가 세계 첫 양산 적용처다. 다만 2025~26년 주가 약세는 자동차 사이클 둔화와 자율주행 상용화 지연에 대한 우려를 반영한다. 공급단은 ST마이크로일렉트로닉스(EyeQ 단독 위탁생산·공동개발)와 TSMC(EyeQ Ultra 5nm)에 의존하고, 인텔이 지배주주(의결권 ~97%)다. 재평가 트리거는 SuperVision 수주 확대, 자동차 생산 회복, 그리고 로보택시 상용화 진전이다.","analysis_en":"Mobileye's thesis is its No.1 position in autonomous-driving computer vision and a mix-up from mass ADAS adoption to higher-value AV stacks. The EyeQ chip is a de-facto standard in 230M+ vehicles, and an $24.5B 8-year pipeline plus 46M EyeQ6 orders pre-commit future revenue. The next growth step is lifting content per vehicle via SuperVision and Chauffeur, with Zeekr the first series-production platform. But the 2025-26 share weakness reflects concern over a slowing auto cycle and delayed AV commercialization. Supply depends on STMicroelectronics (sole EyeQ manufacturer and co-developer) and TSMC (EyeQ Ultra on 5nm), and Intel is the controlling parent (~97% voting). Re-rating triggers are wider SuperVision wins, an auto-production recovery, and progress in robotaxi commercialization.","analysis_asof":"2026-07-09"},"edges":[{"direction":"cost","counterparty":"ST마이크로일렉트로닉스","counterparty_slug":"stmicroelectronics","confidence":"high","metric":null,"note":"EyeQ SoC 단독 위탁생산·공동개발사(6세대까지, EyeQ6 포함)·첨단 패키징/테스트.","note_en":"Sole manufacturer and co-developer of EyeQ SoCs (six generations incl. EyeQ6); advanced packaging/test.","sources":[{"stance":"confirms","publisher":"SEC EDGAR (Mobileye 10-K)","publisher_en":null,"kind":"filing","lang":"en","published_at":"2026-02-12","url":"https://www.sec.gov/Archives/edgar/data/0001910139/000110465926014300/mbly-20251227x10k.htm","title":"Mobileye Global Inc. Form 10-K (FY2025)","title_en":null,"excerpt":"Mobileye Global Inc. Form 10-K (FY2025)","excerpt_en":""},{"stance":"confirms","publisher":"Power Systems Design","publisher_en":null,"kind":"news","lang":"en","published_at":"2016-05-18","url":"https://www.powersystemsdesign.com/articles/mobileye-and-stmicro-to-develop-next-gen-eyeq5-soc-solution-for-autonomous-vehicles/35/10161","title":"Mobileye and STMicro to develop next-gen EyeQ5 SoC","title_en":null,"excerpt":"Mobileye and STMicro to develop next-gen EyeQ5 SoC","excerpt_en":""}]},{"direction":"revenue","counterparty":"자동차 OEM (EyeQ ADAS 칩)","counterparty_slug":null,"confidence":"high","metric":null,"note":"글로벌 자동차 OEM에 EyeQ ADAS 칩 공급(2.3억 대+, 8년 파이프 $24.5B).","note_en":"EyeQ ADAS chips to global automakers (230M+ vehicles, $24.5B 8-year pipeline).","sources":[{"stance":"confirms","publisher":"24/7 Wall St","publisher_en":"24/7 Wall St","kind":"research","lang":"en","published_at":"2026-04-01","url":"https://247wallst.com/investing/2026/04/01/mobileye-is-the-dominant-global-adas-supplier-berenberg-just-initiated-a-buy-rating/","title":"Mobileye, 글로벌 ADAS 지배 공급사","title_en":"Mobileye the dominant global ADAS supplier","excerpt":"글로벌 자동차 OEM에 EyeQ ADAS 칩 공급(2.3억 대+, 8년 파이프 $24.5B).","excerpt_en":"EyeQ ADAS chips to global automakers (230M+ vehicles, $24.5B 8-year pipeline)."},{"stance":"confirms","publisher":"SEC EDGAR (Mobileye 10-K)","publisher_en":null,"kind":"filing","lang":"en","published_at":"2026-02-12","url":"https://www.sec.gov/Archives/edgar/data/0001910139/000110465926014300/mbly-20251227x10k.htm","title":"Mobileye Global Inc. Form 10-K (FY2025)","title_en":null,"excerpt":"Mobileye Global Inc. Form 10-K (FY2025)","excerpt_en":""},{"stance":"confirms","publisher":"Mobileye","publisher_en":"Mobileye","kind":"filing","lang":"en","published_at":"2026-01-29","url":"https://ir.mobileye.com/news-releases/news-release-details/mobileye-releases-fourth-quarter-and-full-year-2025-results-and","title":"Mobileye FY2025 실적($1.89B·+15%)","title_en":"Mobileye FY2025 results ($1.89B, +15%)","excerpt":"글로벌 자동차 OEM에 EyeQ ADAS 칩 공급(2.3억 대+, 8년 파이프 $24.5B).","excerpt_en":"EyeQ ADAS chips to global automakers (230M+ vehicles, $24.5B 8-year pipeline)."},{"stance":"confirms","publisher":"이데일리","publisher_en":"Edaily","kind":"news","lang":"ko","published_at":"2026-01-22","url":"https://edaily.co.kr/News/Read?mediaCodeNo=257&newsId=05579286645320344","title":"[美특징주]모빌아이, 2025년 4Q 실적 실망","title_en":"[US Stock Watch] Mobileye disappoints with Q4 2025 results","excerpt":"[美특징주]모빌아이, 2025년 4Q 실적 실망","excerpt_en":""},{"stance":"confirms","publisher":"Investing.com 코리아","publisher_en":"Investing.com Korea","kind":"news","lang":"ko","published_at":"2026-01-05","url":"https://kr.investing.com/news/company-news/article-93CH-1772586","title":"미국 자동차 제조업체, 모빌아이 EyeQ6H 자율주행 시스템 선정","title_en":"US automaker selects Mobileye EyeQ6H autonomous driving system","excerpt":"미국 자동차 제조업체, 모빌아이 EyeQ6H 자율주행 시스템 선정","excerpt_en":""}]},{"direction":"investor","counterparty":"Intel","counterparty_slug":"intel","confidence":"high","metric":null,"note":"Intel이 모빌아이 지배주주 — 보통주 ~77.0%·의결권 ~96.9% 보유(FY25 10-K).","note_en":"Intel is Mobileye's controlling parent — ~77.0% of common stock, ~96.9% voting power (FY25 10-K).","sources":[{"stance":"confirms","publisher":"SEC EDGAR (Mobileye 10-K)","publisher_en":null,"kind":"filing","lang":"en","published_at":"2026-02-12","url":"https://www.sec.gov/Archives/edgar/data/0001910139/000110465926014300/mbly-20251227x10k.htm","title":"Mobileye Global Inc. Form 10-K (FY2025)","title_en":null,"excerpt":"Mobileye Global Inc. Form 10-K (FY2025)","excerpt_en":""},{"stance":"confirms","publisher":"이데일리","publisher_en":"Edaily","kind":"news","lang":"ko","published_at":"2026-01-22","url":"https://edaily.co.kr/News/Read?mediaCodeNo=257&newsId=05579286645320344","title":"[美특징주]모빌아이, 2025년 4Q 실적 실망","title_en":"[US Stock Watch] Mobileye disappoints with Q4 2025 results","excerpt":"[美특징주]모빌아이, 2025년 4Q 실적 실망","excerpt_en":""}]},{"direction":"revenue","counterparty":"지리·지커","counterparty_slug":"geely-auto","confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"지커가 모빌아이 슈퍼비전 세계 최초 양산 적용처. 지리 그룹향 스마트드라이빙 반도체·소프트웨어 공급.","note_en":"Zeekr is the first series-production platform for Mobileye SuperVision; Mobileye supplies smart-driving chips and software to the Geely group.","sources":[{"stance":"confirms","publisher":"Mobileye","publisher_en":"Mobileye","kind":"news","lang":"en","published_at":"2024-01-08","url":"https://www.mobileye.com/news/mobileye-supervision-pilot-functions-added-to-110000-zeekr-vehicles/","title":"모빌아이 슈퍼비전, 지커 차량 11만 대에 탑재","title_en":"Mobileye SuperVision Pilot functions added to 110,000 ZEEKR vehicles","excerpt":"모빌아이 슈퍼비전 파일럿 기능이 지커 차량 11만 대에 추가.","excerpt_en":"Mobileye SuperVision Pilot functions added to 110,000 ZEEKR vehicles."}]},{"direction":"revenue","counterparty":"로보택시·셔틀 (SuperVision·Chauffeur)","counterparty_slug":null,"confidence":"mid","metric":null,"note":"로보택시·자율 셔틀에 SuperVision·Chauffeur 스택 공급.","note_en":"SuperVision and Chauffeur stacks to robotaxis and shuttles.","sources":[{"stance":"confirms","publisher":"CoinCentral","publisher_en":"CoinCentral","kind":"news","lang":"en","published_at":"2026-01-01","url":"https://coincentral.com/mobileye-mbly-stock-climbs-eyeq-chip-demand-robotaxi-progress-drive-rally/","title":"Mobileye, EyeQ 수요·로보택시 진전","title_en":"Mobileye EyeQ demand and robotaxi progress","excerpt":"로보택시·자율 셔틀에 SuperVision·Chauffeur 스택 공급.","excerpt_en":"SuperVision and Chauffeur stacks to robotaxis and shuttles."}]},{"direction":"cost","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"mid","metric":null,"note":"EyeQ Ultra 등 첨단 칩을 TSMC 파운드리에서 위탁생산.","note_en":"Fabs advanced chips like EyeQ Ultra at TSMC.","sources":[{"stance":"confirms","publisher":"SEC EDGAR (Mobileye 10-K)","publisher_en":null,"kind":"filing","lang":"en","published_at":"2026-02-12","url":"https://www.sec.gov/Archives/edgar/data/0001910139/000110465926014300/mbly-20251227x10k.htm","title":"Mobileye Global Inc. Form 10-K (FY2025)","title_en":null,"excerpt":"Mobileye Global Inc. Form 10-K (FY2025)","excerpt_en":""},{"stance":"confirms","publisher":"Mobileye","publisher_en":"Mobileye","kind":"filing","lang":"en","published_at":"2026-01-29","url":"https://ir.mobileye.com/news-releases/news-release-details/mobileye-releases-fourth-quarter-and-full-year-2025-results-and","title":"Mobileye FY2025 실적($1.89B·+15%)","title_en":"Mobileye FY2025 results ($1.89B, +15%)","excerpt":"EyeQ Ultra 등 첨단 칩을 TSMC 파운드리에서 위탁생산.","excerpt_en":"Fabs advanced chips like EyeQ Ultra at TSMC."}]},{"direction":"cost","counterparty":"위탁생산·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":null,"note":"파운드리 위탁·소재·R&D.","note_en":"Foundry, materials and R&D.","sources":[{"stance":"confirms","publisher":"Mobileye","publisher_en":"Mobileye","kind":"filing","lang":"en","published_at":"2026-01-29","url":"https://ir.mobileye.com/news-releases/news-release-details/mobileye-releases-fourth-quarter-and-full-year-2025-results-and","title":"Mobileye FY2025 실적($1.89B·+15%)","title_en":"Mobileye FY2025 results ($1.89B, +15%)","excerpt":"파운드리 위탁·소재·R&D.","excerpt_en":"Foundry, materials and R&D."}]}]}