" 两三年前发展驾驶自动化的共识「先消费级、后 Robotaxi」路 径，如今发生反转。 " 作者丨 包永刚 编辑丨 林觉民 物理AI，也就是人工智能与现实世界交互的智能体，正成为科技圈最受关注的话题之一。CES 2026上各 种形态的机器人的亮相，试探着物理 AI 的边界与可能性。 CES 2026期间，Mobileye创始人、总裁兼首席执行官Amnon Shashua教授与雷峰网对话时表示：" 汽 车和机器人是物理AI目前两个最典型的应用场景。 " 在这两个方向上，Mobileye 都不是旁观者。 汽车是 Mobileye 长期深耕、为外界熟知的基本盘；而机器人，则是Mobileye刚刚对外展示的全新增长引 擎。在宣布以约 9 亿美元收购人形机器人公司Mentee Robotics之后，Mobileye 横跨物理AI的两大赛 道，也成为了拥有两条主线的"双引擎"公司。 CES期间与Amnon Shashua的深度交流， 可以看到 Mobileye 的三层思考： 一是如何守住并扩大辅助驾 驶这一规模庞大的市场；二是如何推动 Robotaxi 真正走向规模化；三是，Mobileye双引擎战略的布局与 长期潜力 ...

Core Insights - Mobileye has acquired Mentee Robotics for $900 million, which includes $612 million in cash and up to 26.2 million shares of Class A common stock, signaling a strategic move towards integrating humanoid robotics into its operations [4][6][8] - The acquisition is seen as a ticket to a new frontier, as Mobileye aims to combine autonomous driving with humanoid robotics, enhancing its capabilities in physical AI [3][18] - Mentee Robotics, founded in 2022, focuses on humanoid robot development and has a unique AI architecture that allows for efficient skill acquisition with minimal data, which could lower deployment barriers in various industrial settings [8][11][13] Mobileye's Strategic Direction - The acquisition is part of Mobileye's broader strategy to transition from a focus solely on autonomous driving to a more comprehensive approach to physical AI, which includes understanding context, reasoning intentions, and safe actions in the physical world [18] - Mobileye's core business remains strong, with recent contracts for its new generation of surround ADAS expected to deliver up to 9 million units [6][19] - The company plans to leverage its proven safety models and large-scale AI training infrastructure to support Mentee's humanoid robotics, while Mentee's technology could enhance Mobileye's autonomous driving capabilities [16][18] Future Developments - Mobileye's roadmap includes deploying Mentee's robots for concept validation in 2026, small-scale production in 2027, and large-scale deployment in structured environments by 2028, with plans to enter unstructured environments by 2030 [23][25] - The humanoid robots developed by Mentee are designed to be versatile, with capabilities suited for logistics and manufacturing, and are expected to play a significant role in the future of robotics [23][25] - The competitive landscape for Robotaxi services in the U.S. is set to intensify, with Mobileye planning to launch its services in collaboration with major partners, positioning itself against established players like Waymo and Tesla [21][25]

Core 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]

Core Viewpoint - Mobileye Global has secured an order from a major U.S. automaker to supply next-generation chips for autonomous driving technology, significantly enhancing the company's production outlook [1] Group 1: Company Developments - Mobileye's stock rose over 8% to $12.14 following the announcement of the new order [1] - The unnamed U.S. automaker, which is among the top ten in the country, will integrate Mobileye's systems into both its mass-market and premium vehicle models [1] Group 2: Production Outlook - The agreement is expected to boost Mobileye's production capacity, with anticipated deliveries of over 19 million units of the EyeQ6H chip-based Surround Advanced Driver Assistance Systems (ADAS) [1] - Approximately 9 million of these units are related to the newly announced order, while the remaining units stem from an existing collaboration with Volkswagen Group established in March of the previous year [1]

Core 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]