Mobileye (US:MBLY) Xin Lang Cai Jing·2026-01-05 12:29Core Insights - Mobileye has secured an order from a major U.S. automaker to supply next-generation chips, which will be standard in millions of vehicles, enhancing the company's production outlook [1][3] - The stock price of Mobileye rose by 7% in pre-market trading following the announcement of this order [4] - The agreement will see the automaker, which is among the top ten in the U.S., implement Mobileye's systems across both mass-market and premium models [4] Industry Trends - The competition among European and American automakers is accelerating the adoption of advanced driver-assistance systems (ADAS), with rapid advancements in hands-free driving technologies on highways [5] - Due to the slower-than-expected commercialization of fully autonomous vehicles, Mobileye is increasingly viewing ADAS as a short-term growth engine [5] Product Details - The Surround ADAS, based on the EyeQ6H chip, is expected to deliver over 19 million units, with approximately 9 million units linked to the new automaker order and the remainder from an existing partnership with Volkswagen Group [5] - Surround ADAS supports hands-free driving in designated highway sections and integrates various driving and safety functions into a single chip and electronic control unit, helping automakers reduce costs amid increasingly complex automotive electronic systems [2][5] - The system incorporates multiple cameras, radar, and crowdsourced road mapping data, enabling features such as automatic lane changes, traffic jam assistance, and cut-in protection, along with over-the-air software updates [6]