KORTHOS / ECOSYSTEM / PRODUCT

Mobileye Drive

About

About Mobileye Drive

Mobileye Drive combines cameras, radar, lidar and EyeQ compute within a turnkey Level 4 driving system for commercial vehicles. Its camera subsystem operates independently from the radar-and-lidar subsystem, providing separate perception paths intended to preserve operation if one sensing architecture fails.

REM supplies crowdsourced high-definition road information, while Responsibility-Sensitive Safety defines formal driving-policy constraints. Vehicle manufacturers integrate the hardware and software into robotaxis, shuttles and delivery platforms as a complete autonomy stack. Current implementations include HOLON, Volkswagen and autonomous-mobility programmes in Europe and the United States.

22 JAN 2026

Mobileye reports 2025 revenue of $1.89B and expanded Volkswagen robotaxi programme

07 JAN 2026

Mobileye agrees to acquire Mentee Robotics for $900 million

Operations

  • Order / Commitment

    Mobileye Drive selected for Oslo autonomous transport phase - 2025-12-10 - Ruter / Holo - Oslo, Norway - Ruter and Holo selected MOIA vehicles using Mobileye Drive for the next phase of Oslo autonomous transport service.

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Supply

Supply / Components

  • Mobileye Drive

    LIDAR Sensors - Perception - Innoviz Technologies - Mobileye selected InnovizTwo long- and short/mid-range lidar for Mobileye Drive - source: ir.innoviz.tech

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Timeline

  • Mobileye Drive appears in most valid German Level 4 test permits

    2026-09-10 - Regulatory - Mobileye published the analysis on 10 September 2026 using August 2026 KBA permit data. The permits cover three vehicle platforms using Mobileye Drive. The metric concerns authorized testing vehicles and does not imply commercial driverless service at the same scale.

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  • Mobileye reports $508M Q2 revenue as MOIA public-user testing begins

    2026-07-23 - Market Signal - Q2 revenue was $508 million, compared with $506 million in the second quarter of 2025. MOIA public-user testing in Hamburg uses vehicles equipped with Mobileye's self-driving system and retains safety drivers. Mobileye also secured a high-volume Cloud-Enhanced ADAS design win with Stellantis and raised the midpoint of its full-year revenue outlook.

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  • Ruter and Holo choose MOIA vehicles with Mobileye Drive for next stage of Oslo autonomous transport

    2025-12-10 - Commercial Order - Mobileye announced that Ruter and Holo selected MOIA's ID. Buzz AD vehicles using Mobileye Drive for the next phase of autonomous transport service in Oslo beginning in spring 2026. The service was described as part of a larger shared on-demand autonomous mobility rollout rather than an isolated test program. The announcement showed Mobileye Drive progressing from platform partnerships into named public-transport deployment programs.

    Source
  • Volkswagen ADMT signs agreement with Mobileye for autonomous driving at scale

    2024-03-20 - Partnership - Volkswagen ADMT announced an agreement with Mobileye to collaborate on a fleet of autonomous vehicles at scale built on the ID. Buzz AV and Mobileye Drive. The deal was framed as a major commercial step toward large-scale robotaxi deployment by a global automaker rather than a pilot-only autonomy program. Mobileye positioned the agreement as an expansion of its self-driving stack into scaled commercial autonomous mobility services.

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Context

Market context

Mobileye Drive is Mobileye self-driving system for autonomous mobility services and vehicle platforms, combining perception, mapping, policy and driving software.

  • Target environment: Urban roads, highways and autonomous vehicle operational domains.
  • Workflow context: Autonomous driving, perception-based navigation, mapping and policy-based control for AV mobility services and vehicle platforms.
  • Customer context: Autonomous vehicle developers, mobility service operators and automotive OEMs.
  • Deployment model: Commercial AV software platform from a publicly traded company.
  • Commercial maturity: Mature autonomous driving platform with broad industry adoption and real-world testing.
  • Adoption constraints: Software-layer product requiring integration with vehicle hardware. Performance depends on sensor suite and operational domain.
  • Market position: Major autonomous driving software platform from a publicly traded company. Sits in the autonomous vehicle software infrastructure layer rather than as a robot product.
  • Adjacent products: Autonomous driving platforms, AV software stacks