Autonomous driving & ADAS chips (EyeQ)
Mobileye
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.
MBLY Updated Jul 12, 2026 2 AI consumers· 1 recurring
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).
Financials & Segments
- Total revenue · 2025 revenue $1.89B (+15%)
- Customer concentration · 230M vehicles; 46M EyeQ6 orders.
- Segments · EyeQ ADAS chips · SuperVision/Chauffeur · Robotaxi
Revenue from
- Automotive OEMs (EyeQ ADAS chips) High confidence
EyeQ ADAS chips to global automakers (230M+ vehicles, $24.5B 8-year pipeline).Confirms EN SEC EDGAR (Mobileye 10-K) Published Feb 12, 2026: Mobileye Global Inc. Form 10-K (FY2025)Confirms KO Edaily Published Jan 22, 2026: [US Stock Watch] Mobileye disappoints with Q4 2025 resultsConfirms KO Investing.com Korea Published Jan 5, 2026: US automaker selects Mobileye EyeQ6H autonomous driving system - 지리·지커 High confidence
Zeekr is the first series-production platform for Mobileye SuperVision; Mobileye supplies smart-driving chips and software to the Geely group.Confirms EN Mobileye Published Jan 8, 2024: Mobileye SuperVision Pilot functions added to 110,000 ZEEKR vehicles - Robotaxi · shuttle (SuperVision · Chauffeur) Medium confidence
SuperVision and Chauffeur stacks to robotaxis and shuttles.
Pays to
- STMicroelectronics High confidence
Sole manufacturer and co-developer of EyeQ SoCs (six generations incl. EyeQ6); advanced packaging/test.Confirms EN SEC EDGAR (Mobileye 10-K) Published Feb 12, 2026: Mobileye Global Inc. Form 10-K (FY2025)Confirms EN Power Systems Design Published May 18, 2016: Mobileye and STMicro to develop next-gen EyeQ5 SoC - TSMC Medium confidence
Fabs advanced chips like EyeQ Ultra at TSMC.Confirms EN SEC EDGAR (Mobileye 10-K) Published Feb 12, 2026: Mobileye Global Inc. Form 10-K (FY2025) - Contract manufacturing · materials (undisclosed) Low confidence
Foundry, materials and R&D.
Investors
- Intel High confidence
Intel is Mobileye's controlling parent — ~77.0% of common stock, ~96.9% voting power (FY25 10-K).Confirms EN SEC EDGAR (Mobileye 10-K) Published Feb 12, 2026: Mobileye Global Inc. Form 10-K (FY2025)Confirms KO Edaily Published Jan 22, 2026: [US Stock Watch] Mobileye disappoints with Q4 2025 results
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Geely Auto | lead1 | -40.8 | -22.9 | -40.3 | +98.5 | +14.5 | +18.9 |
| Mobileye | node | · | · | +23.6 | -54 | -47.6 | -8.5 |
| Intel | benef1 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +197.7 |
| STMicroelectronics | benef1 | +32.4 | -26.8 | +41.7 | -49.7 | +5.3 | +176.6 |
| TSMC | benef1 | +12.1 | -36.7 | +42.3 | +92.6 | +55.9 | +43.6 |
| AT&S | benef2 | +57.5 | -22 | -27.6 | -41.3 | +188.9 | +390.3 |
| SUMCO Corporation | benef2 | -4.3 | -3.9 | +21.3 | -48.1 | +41.7 | +225.8 |
| PSK Inc | benef2 | +22.7 | -19.6 | +14.2 | -2.6 | +228.2 | +208 |
| GlobalWafers | benef2 | +26.9 | -29.9 | +14.3 | -39 | +48.9 | +171.6 |
| Ibiden | benef2 | +30.4 | -19.6 | +51.6 | -38.6 | +261 | +147.1 |
| Cohu | benef2 | -0.2 | -15.9 | +10.4 | -24.6 | -12.8 | +141.4 |
| Applied Materials | benef2 | +83.6 | -37.5 | +68 | +1.1 | +59.6 | +135 |
| Unimicron | benef2 | +133.5 | -30.2 | +35.2 | -19.7 | +175.7 | +131.6 |
| Lam Research | benef2 | +53.7 | -40.7 | +88.6 | -6.8 | +139.2 | +105 |
| Onto Innovation | benef2 | +112.9 | -32.7 | +124.6 | +9 | -5.3 | +103.6 |
| Wolfspeed | benef2 | · | · | · | · | · | +102.7 |
| Simmtech | benef2 | +119.6 | -34.6 | +12.4 | -63.3 | +392.9 | +94.9 |
| KLA | benef2 | +68 | -11.2 | +56 | +9.4 | +94.5 | +91 |
| SCREEN Holdings | benef2 | +40.7 | -13.2 | +220.1 | -24.1 | +84.9 | +86.3 |
| Teradyne | benef2 | +36.8 | -46.3 | +24.8 | +16.5 | +54.4 | +85.9 |
| Resonac | benef2 | -2.6 | -4 | +37.5 | +30.3 | +137.9 | +80.4 |
| Tokyo Electron (TEL) | benef2 | +40.4 | -14.5 | +89.8 | -4.4 | +61.6 | +78.2 |
| Qnity Electronics | benef2 | · | · | · | · | · | +76.3 |
| Entegris | benef2 | +44.6 | -52.5 | +83.5 | -17.1 | -14.6 | +72.8 |
| ASML | benef2 | +64.1 | -30.5 | +39.9 | -7.7 | +55.8 | +68.6 |
| Global Unichip | benef2 | +21.4 | +67.6 | +99.4 | -13.7 | +101.4 | +66.4 |
| BESI | benef2 | +33.7 | -6.1 | +121.8 | -9.3 | +35 | +56.2 |
| Fujimi Incorporated | benef2 | +64.7 | -1.6 | +40.4 | -24.2 | +28.4 | +54.6 |
| Shin-Etsu Chemical | benef2 | +6.3 | +3.1 | +57.8 | -15.6 | +7.6 | +44 |
| Tokyo Ohka Kogyo (TOK) | benef2 | -2.7 | -3 | +63.8 | +4.3 | +111.5 | +42.9 |
| Ebara | benef2 | +58.1 | +2.3 | +76.1 | +41 | +84 | +32.3 |
| ASM International | benef2 | +44.2 | +2.9 | +68.7 | +10.3 | +25.9 | +28.8 |
| Linde | benef2 | +33.4 | -4.4 | +27.7 | +3.2 | +3.2 | +25.1 |
| Cadence Design Systems | benef2 | +36.6 | -13.8 | +69.6 | +10.3 | +4 | +22.9 |
| Lasertec | benef2 | +78.9 | +2.4 | +57 | -60.6 | +138.9 | +22.4 |
| Advantest | benef2 | +17 | -2.3 | +155.7 | +49.5 | +196 | +17.1 |
| Nikon | benef2 | +46.2 | +10.9 | +23.1 | +13.7 | +19.7 | +15.9 |
| Merck KGaA (EMD) | benef2 | +42.2 | -0.4 | -19.1 | -2.5 | -12.7 | +13.5 |
| Air Liquide | benef2 | +14.1 | +7.9 | +20.9 | +8.5 | -4.8 | +12.5 |
| Disco Corporation | benef2 | -6.6 | +27.7 | +218.5 | +11.6 | +49.6 | +10.2 |
| EO Technics | benef2 | +7.6 | -28.2 | +130.5 | -16.2 | +163.2 | +0.7 |
| HPSP | benef2 | · | · | +216.5 | -30.4 | +54.7 | -4.5 |
| Synopsys | benef2 | +42.1 | -13.4 | +61.3 | -5.7 | -3.2 | -5.2 |
| Photronics | benef2 | +68.9 | -10.7 | +86.4 | -24.9 | +35.8 | -6.6 |
| Leeno Industrial | benef2 | +21 | -5.3 | +18.3 | +9.5 | +150.1 | -30.3 |
YTD as of 2026-07-10 · source: Yahoo Finance
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 generated from returns as of 2026-07-09Analyst ratings
Consensus: Buy 1 · Hold 1 · Sell 0 · Avg. target $12 · Price $9.55 (07-10) · Upside +26%