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Intel’s MobilEye Plans A Third Path To Robotaxi, Unlike Tesla, Waymo

Feb 06, 2025 - forbes.com
MobilEye, an Israeli company and a unit of Intel, is a leader in the driver assistance market and aims to develop fully autonomous systems, including robotaxis. At CES 2025, CEO Amnon Shashua outlined their strategy, contrasting it with Waymo and Tesla. MobilEye plans to advance from ADAS to full autonomy through a "zig-zag" path, combining AI processing chips with cameras, radars, and LIDARs. They focus on achieving high safety performance ("precision") and expanding system usefulness ("recall"). MobilEye's approach involves partnerships with automakers and leveraging data from millions of cars to enhance mapping and system capabilities.

Shashua highlighted the challenges and potential of reaching full self-driving capabilities, emphasizing the importance of safety and geographic expansion. While Waymo focuses on achieving safety first before expanding, Tesla aims to improve its existing Autopilot system. MobilEye's strategy involves a mix of both, starting with ADAS and gradually increasing autonomy. The company faces competition from other self-driving projects and must deliver working systems to prove its approach. The stakes are high, with significant rewards for those who succeed in the autonomous vehicle revolution.

Key takeaways:

  • MobilEye is pursuing a "zig-zag" strategy, starting with ADAS and aiming to develop fully autonomous systems, contrasting with Tesla's and Waymo's approaches.
  • MobilEye believes in using a combination of AI processing chips, cameras, radars, and LIDARs to enhance safety performance, differing from Tesla's vision-only approach.
  • The company is focusing on partnerships with automakers to deploy part-time autonomy systems and eventually fully autonomous robotaxis.
  • MobilEye's financial performance has recently disappointed, leading to a market value decrease, highlighting the challenges in the autonomous vehicle industry.
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