Mobileye (US:MBLY) 智通财经网·2026-01-05 14:34Core Viewpoint - Mobileye Global has secured an order from a major U.S. automaker to supply next-generation chips, enhancing the company's production outlook and indicating a significant expansion in the deployment of its autonomous driving technology across millions of vehicles [1] Group 1: Company Developments - Mobileye's stock rose over 8% to $12.14 following the announcement of the new order [1] - The agreement involves a top ten U.S. automaker incorporating Mobileye's systems into both mainstream and premium vehicle models [1] Group 2: Production Outlook - The deal is expected to significantly boost Mobileye's production capacity, with projected deliveries of over 19 million units of the EyeQ6H chip-based Surround Advanced Driver Assistance Systems (ADAS) [1] - Approximately 9 million units of the projected deliveries are associated with the newly announced order, while the remaining units stem from an existing collaboration with Volkswagen Group established in March of the previous year [1]