Mobileye Pitches Robotaxis As Next Big Growth Vertical At CES

Core Insights - Mobileye Global Inc. announced a $900 million acquisition of Mentee Robotics, expanding its focus into "physical AI" for industrial fleets [1][3] - The company is positioning robotaxis as a key growth area, with plans for a Level 4-ready vehicle by February 2026 and a driverless launch in the U.S. in the second half of 2026 [1][6] Robotics Deal - The acquisition of Mentee Robotics is seen as a strategic move into "physical AI," building on existing autonomous driving technology [3] - Mobileye aims for near-term robotics deployments in structured environments like factories, with production expected by 2028, and plans to enter unstructured environments by the end of the decade [4] Core Automotive Business - Mobileye reported strong progress in its core Advanced Driver Assistance Systems (ADAS) business, winning approximately 95% of RFQs with its top-10 automaker customers in 2025 [5] - The company has a design pipeline valued at $24.5 billion through 2033, with most contracts awarded in the last three years [5] - Mobileye's chips currently power around 230 million vehicles globally [5] Robotaxis and Autonomy Programs - The company is advancing its robotaxi initiatives through partnerships with Volkswagen and MOIA, targeting a Level-4-ready vehicle in early 2026 [6] - Plans include launching driverless services in the U.S. later in 2026, with subsequent expansions to multiple cities [6] Cost Reduction and Autonomy - Mobileye is focused on reducing system costs for advanced driver assistance while enhancing higher-level autonomy towards near-zero human intervention, supported by its simulation-driven autonomy stack [7]