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Intel’s MobilEye Levels Up To Take On Tesla And Others In Self-Driving

MobilEye, an Intel INTC -2.9% company, announced at CES the newest generation of their custom chip for automotive driving, known as the EyeQ Ultra, a 176 TOPS processor with various specialized components they claim will be all you need for self-driving and a Robotaxi. Indeed, they plan to operate their own robotaxi services as well as partner with many other players wishing to enter that space. I sat down with Amnon Shashua, CEO and founder of MobilEye, to discuss their strategy. After reading this article, you can watch my interview to hear Shashua in his own words:

MobilEye’s efforts are serious, based on their long history in ADAS (their chips power the advanced driver assist and “pilot” systems in the majority of OEMs, with over 100 million chips shipped) and the ability to use that fleet of cars to gather data for training and mapping. As part of Intel, they have top-tier ability to produce custom processors. They are also using Intel’s silicon photonics and other resources to generate a new high performance LIDAR and imaging radar. They combine this with several unusual approaches and a system of safety constraints on their motion planner in hope of leading the field.

MobilEye’s efforts sit in constrast with Tesla TSLA -3.7%, which certainly gets the most attention among car OEMs for their efforts, and Waymo, which is the overall robotaxi leader, though it has many competitors.

Shashua goes into a lot of depth on the strategy in this recent video. As it’s an hour long it’s more than most casual readers will watch, but the seriously curious should consider investing the time. There is also an edited 9 minute version, which you should view if you don’t have time for the full hour. I will summarize key points below.