Mobileye Global

$Mobileye Global(MBLY.US) | Canaccord maintains 𝐁𝐮𝐲 on 𝐌𝐨𝐛𝐢𝐥𝐞𝐲𝐞, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟐 𝐟𝐫𝐨𝐦 $𝟏𝟕

Analyst sees a tougher but viable path for Mobileye, with upcoming VW deployments and robotaxi fleets being crucial tests amid rising competition.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Mobileye Global(MBLY.US) Mobileye to Bring Cloud-Enhanced ADAS to Select Stellantis Vehicles in 2027

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗦𝘁𝗲𝗹𝗹𝗮𝗻𝘁𝗶𝘀 will integrate 𝗠𝗼𝗯𝗶𝗹𝗲𝘆𝗲 𝗥𝗘𝗠 technology in select 𝟮𝟬𝟮𝟳 vehicles.

➤ Integration will enhance 𝗵𝗮𝗻𝗱𝘀-𝗳𝗿𝗲𝗲 driving through crowdsourced intelligence.

➤ First applications are planned for select 𝗨.𝗦. models in 𝟮𝟬𝟮𝟳.

➤ REM covers more than 𝟵𝟱% of public roads in the 𝗨.𝗦. and 𝗘𝘂𝗿𝗼𝗽𝗲.

➤ 𝗙𝗶𝘃𝗲 of the world's 𝟭𝟬 largest automakers contribute data to REM.

➤ REM collected data from over 𝟴 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 vehicles covering 𝟯𝟰 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 miles last year.

➤ Technology supports intelligent lane keeping and 𝗵𝗮𝗻𝗱𝘀-𝗳𝗿𝗲𝗲, 𝗲𝘆𝗲𝘀-𝗼𝗻 driving.

➤ REM continuously updates road intelligence using anonymized vehicle data.

➤ Mobileye's 𝗘𝘆𝗲𝗤𝟲𝗟 powers the cloud-enhanced ADAS platform.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗡𝗶𝗺𝗿𝗼𝗱 𝗡𝗲𝗵𝘂𝘀𝗵𝘁𝗮𝗻, Executive Vice President of Business Development and Strategy at Mobileye:

“We’re proud to expand our work with Stellantis, bringing a new level of intelligence to the vehicle itself through REM and the EyeQ6L. Cloud-enhanced ADAS plays a core role in our lineup of advanced technologies, from Surround ADAS through fully autonomous vehicles, that enables safety and convenience features in a vertically integrated package at a cost-efficient scale.”

Morgan Stanley: AI Infrastructure Meets Humanoids

> Could have $305B semiconductor sales by 2045 related to humanoids, about 24% cost of components coming from semis by that time frame. Up from 5% by today.

> Potentially 1B units/year by 2045.

> Humanoids within semi ecosystem will be 15% of spend as early as 2040.

> Infineon & STMicroelectronics top picks from Europe. Both supplying microcontrollers.

> STMicro: AI vision. Time of flight sensors and experience with Mobileye for vision pro sensors.

> Infineon: inverters, on board charger, battery management system.

> The bill of materials for each of these companies is $500 for Infineon, over $700 when including the power semis. STMicro $300-$600, whether you have a consumer or high end industrial robot.

AI Infrastructure

> Going towards 800VDC, GaN and SiC will be ~35% of bill of materials for server racks.

> The best name based on power efficiency, delivery, roadmap, scale is Infineon.

> Infineon has a great array of products an manufacturing advantage such as 300 mil and thin wafer handling.

> Two things about servers comes down to as you enter the server and as you enter the GPU. Infineon has growth in both areas with GaN and vertical power delivery.

> Infineon is a strong player in 400V and 480V, the Oberon structure as it is called for Nvidia. They do well with TPUs, Trainium, and other ASICs. It is about $1.5B of sales (~10%). Expected to grow to $2.5B and then $3-4B in FY28.

$STMicroelectronics NV(STM.US) $Infineon Technologies(IFNNY.US)

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Mobileye to Launch Autonomous Ride-Hailing Business in U.S. by 2027 - $Mobileye Global(MBLY.US) $Intel(INTC.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐌𝐨𝐛𝐢𝐥𝐞𝐲𝐞 plans to directly own and operate an 𝐚𝐮𝐭𝐨𝐧𝐨𝐦𝐨𝐮𝐬 ride-hailing service.

➤ Initial launch targeted in a major 𝐔.𝐒. 𝐦𝐞𝐭𝐫𝐨𝐩𝐨𝐥𝐢𝐭𝐚𝐧 market in 𝟐𝟎𝟐𝟕.

➤ Service will begin with approximately 𝐨𝐧𝐞 𝐡𝐮𝐧𝐝𝐫𝐞𝐝 fully driverless vehicles.

➤ Fleet expected to expand to approximately 𝐬𝐞𝐯𝐞𝐧𝐭𝐞𝐞𝐧 𝐭𝐡𝐨𝐮𝐬𝐚𝐧𝐝 vehicles within five years.

➤ Business combines 𝐌𝐨𝐛𝐢𝐥𝐞𝐲𝐞 𝐃𝐫𝐢𝐯𝐞 with Moovit’s mobility and fleet platforms.

➤ 𝐌𝐨𝐨𝐯𝐢𝐭 currently serves 𝐨𝐯𝐞𝐫 𝟏.𝟕 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 users across 𝟑,𝟓𝟎𝟎+ cities.

➤ Mobileye says direct operations will 𝐜𝐨𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭 existing autonomous technology partnerships.

➤ Company aims to accelerate 𝐚𝐮𝐭𝐨𝐧𝐨𝐦𝐨𝐮𝐬 𝐦𝐨𝐛𝐢𝐥𝐢𝐭𝐲 adoption through operational experience.

➤ Mobileye will partner with 𝐯𝐞𝐡𝐢𝐜𝐥𝐞, fleet, and technology providers.

➤ 𝐈𝐧𝐭𝐞𝐥 remains Mobileye’s majority owner following its 𝟐𝟎𝟐𝟐 public listing

☀️ Pre-Market Earnings Recap:

$Union Pacific(UNP.US) $Nextera Energy(NEE.US) $Mobileye Global(MBLY.US) $American Airlines(AAL.US) $American Express(AXP.US) $Nasdaq(NDAQ.US) $Pool(POOL.US) $Comcast(CMCSA.US) $Blackstone(BX.US) $Roper Tech(ROP.US) $Lockheed Martin(LMT.US) $Thermo Fisher Scentific(TMO.US) $Honeywell Tech(HON.US) $STMicroelectronics NV(STM.US)

Source: Hardik Shah