What Are Mobileye's Latest Innovations at CES 2026?

TL;DR

Mobileye announced the acquisition of Mentee Robotics and shared updates on their work with VW's MOIA Group to advance autonomous vehicle technology in the US and Europe. They highlighted their achievements in 2025, including securing major design wins and expanding their autonomous driving capabilities. The company is focused on scaling their robotaxi operations and integrating advanced AI systems into their vehicles.

Transcript

Thank you and welcome everyone to the annual keynote address of mobilized CEO Professor Amnon Shashua. I'm Dan Gves, chief communications officer. We have a we have a really interesting agenda for you today. Um, of course it's exciting to share the news about 30 minutes ago that Mobilei has agre agreed to acquire menty robotics. Uh, a portion of Am... Read More

Key Insights

• Mobileye has acquired Mentee Robotics to expand its scope into humanoid robotics, enhancing its physical AI capabilities.
• The company achieved a 95% success rate in RFQs with top customers and secured new design wins with Volvo and Subaru.
• Mobileye's IQ6 Light chip pipeline tripled in 2025, indicating strong demand for its ADAS technology.
• The company's REM technology, which builds high-definition maps, is supported by data from 8 million cars.
• Mobileye's surround ADAS system, featuring multiple cameras and radars, is set to revolutionize driving assistance by 2028.
• The partnership with VW's MOIA aims to deploy driverless vehicles in the US by late 2026, with plans for European expansion in 2027.
• Mobileye's AI-driven technology stack includes a fast and slow processing system to enhance scene understanding and decision-making.
• The company's vision for the future includes reducing teleoperation needs and scaling their autonomous vehicle operations significantly.

Questions & Answers

Q: How is Mobileye expanding its capabilities in AI and robotics?

Mobileye is expanding its capabilities in AI and robotics through the acquisition of Mentee Robotics. This move allows Mobileye to delve into humanoid robotics, leveraging synergies in technology, such as AI-driven decision-making and simulation-to-real-world transfer techniques, to enhance its physical AI capabilities. The acquisition is part of Mobileye's strategy to broaden its scope beyond autonomous vehicles and create new growth engines.

Q: What are Mobileye's key achievements in 2025?

In 2025, Mobileye achieved a 95% success rate in RFQs with its top customers, securing new design wins with Volvo and Subaru. The company's IQ6 Light chip pipeline tripled, reflecting strong demand for its ADAS technology. Moreover, Mobileye's REM technology, which builds high-definition maps, saw significant expansion, supported by data from 8 million cars, enabling the creation of detailed maps to enhance autonomous driving capabilities.

Q: How does Mobileye's surround ADAS system improve driving assistance?

Mobileye's surround ADAS system enhances driving assistance by utilizing a combination of multiple cameras and radars to provide a comprehensive view of the vehicle's surroundings. This system is designed to move beyond front-facing ADAS to a more holistic approach, offering improved safety and situational awareness. The surround ADAS is expected to become a mainstream feature by 2028, marking a significant evolution in driving assistance technology.

Q: What is the significance of Mobileye's partnership with VW's MOIA?

The partnership between Mobileye and VW's MOIA is significant as it aims to deploy driverless vehicles in the US by late 2026, with plans for European expansion in 2027. This collaboration focuses on scaling autonomous mobility solutions, combining Mobileye's state-of-the-art level four systems with MOIA's industrial scale and expertise in urban mobility. The partnership is a key step towards achieving autonomous mobility at scale, leveraging shared visions and roles.

Q: How does Mobileye integrate AI into its autonomous vehicle systems?

Mobileye integrates AI into its autonomous vehicle systems through a technology stack that includes a fast and slow processing system. This approach utilizes vision language models to enhance scene understanding and decision-making, with a fast route responsible for safety and a slow route for deep scene analysis. The stack also incorporates end-to-end perception networks and artificial community intelligence for policy training and validation, enabling robust autonomous driving capabilities.

Q: What are Mobileye's future plans for scaling autonomous vehicle operations?

Mobileye's future plans for scaling autonomous vehicle operations include reducing the need for teleoperation and significantly increasing the number of autonomous vehicles on the road. The company aims to achieve cost reduction in sensor sets and compute, with a vision to rely on cameras and imaging radars alone. By 2033, Mobileye plans to have over 100,000 active self-driving vehicles, focusing on scaling through specialization and a strong ecosystem model.

Q: What is the role of the vision language semantic action model in Mobileye's technology?

The vision language semantic action model (VLSA) plays a crucial role in Mobileye's technology by acting as an accompanying guide for autonomous vehicles. It provides semantic information and guidance, similar to an adult accompanying a young driver, without directly controlling the vehicle. VLSA supports deep scene understanding and decision-making, helping to gradually replace teleoperators and reduce intervention rates, ultimately contributing to more autonomous and reliable driving systems.

Q: How does Mobileye plan to address the challenges of scaling autonomous driving technology?

Mobileye plans to address the challenges of scaling autonomous driving technology by focusing on cost reduction, improving AI-driven decision-making, and enhancing its technology stack. The company aims to reduce the reliance on teleoperators and scale operations through partnerships and innovative AI systems like VLSA. By leveraging data from millions of cars and continuously refining its technology, Mobileye intends to overcome the hurdles of scaling and achieve widespread deployment of autonomous vehicles.

Summary & Key Takeaways

• Mobileye announced its acquisition of Mentee Robotics and shared plans to expand into humanoid robotics, enhancing its physical AI capabilities. The company highlighted its achievements in 2025, including a 95% success rate in RFQs with top customers and new design wins with Volvo and Subaru. Mobileye's IQ6 Light chip pipeline tripled, indicating strong demand for its ADAS technology.

• The company's REM technology, which builds high-definition maps, is supported by data from 8 million cars. Mobileye's surround ADAS system, featuring multiple cameras and radars, is set to revolutionize driving assistance by 2028. The partnership with VW's MOIA aims to deploy driverless vehicles in the US by late 2026, with plans for European expansion in 2027.

• Mobileye's AI-driven technology stack includes a fast and slow processing system to enhance scene understanding and decision-making. The company's vision for the future includes reducing teleoperation needs and scaling their autonomous vehicle operations significantly, setting the stage for a new era of assisted and autonomous mobility.