Mobileye Enters the Humanoid Robotics Market

[Technology Expansion] Mobileye has officially entered the embodied intelligence field by acquiring Mentee Robotics for $900 million.

Core Strategic Move: Physical AI as a New Growth Engine

Amnon Shashua stated that humanoid robots and autonomous driving exhibit significant synergy, together forming the two pillars of Physical AI. The company plans to begin deploying humanoid robots in 2028, targeting unstructured home environments.

Key Metrics: Over 19 Million L2+ Orders

Mobileye’s surround-view ADAS solution has been selected by a leading U.S. automaker, and combined with Volkswagen orders, its L2+ solutions have surpassed 19 million units in total orders. Globally, EyeQ chips have been installed in over 230 million vehicles, accounting for one-eighth of the global vehicle fleet.

Strategic Foundation: 2026 as the Pivotal Year for Deployment

This year, Mobileye will achieve safety-driver-free Robotaxi operations and complete software stack development for the Porsche SV62 and Audi CH63, fully advancing toward L3/L4 autonomy.