- Announced new partnership with Nio to deploy fully automated vehicles in a robotaxi fleet for China
- Will have mapped all roads in EU as of Q1'20
- Majority of US roads mapped by End of 2020
- 20% YoY Growth in assisted driving biz
- Collects Data from large OEMs like Volkswagen, BMW, Nissan and 3 others that weren't named.
- Working with RATP Group to potentially bring a robotaxi shuttle fleet to the global market. Testing transportation solutions will start in Paris in 2020.
- EoY 2019 MBLY will have shipped 50 Million EyeQ chips since 2008
- MBLY ADAS powers 300 cars with 27 different OEMs
- 8/11 L2+ systems are powered by MBLY
- Major design win in European OEM - 4 Million Units
- Deal with largest OEM in India
- The Volkswagen and Champion Motors joint venture announced last year is on track for operation in Tel Aviv by 2022.
- Robotaxi TAM $160 Billion by 2030
- Recent design wins in Europe, India and China allow Intel to map the big five (China, EMEA, India, Korea and the US)
"They're killing it," - Jack Weast - Principal Engineer and Chief Architect of Autonomous Driving Solutions.
Mobileye’s Autonomous Vehicle Maneuvers Jerusalem’s Streets
https://twitter.com/MikeDemler/status/1191714268330299393
Mobileye AV Hardware Kits (EYEQ5):

EPM 52
- Deployed in Nov
- Up to 2x EyeQ5
- Up to 7x8MP + 4x1.3MP Cameras
- Upto 48 TOPS

EPM 59
- Jan'20
- Up to 9x EyeQ5
- Up to 7x8MP + 4x1.3MP Cameras
- E2E Support
- 2H 2020 Automotive Grade
- Up to 216 TOPs
https://twitter.com/MikeDemler/status/1191706414852591618
EyeQ6:
- Samplese EoY 2020
- ADAS and AD
- On Road by 2023
- 128 TOPs @ 40W
https://twitter.com/MikeDemler/status/1191703564080553984

Intel/Mobileye planning to develop and sell Lidar using Intel's Si photonics tect
Credit to @MikeDemler for the slides and info
Forgot to mention:

- EyeQ5 has 4 design wins with 8 Million Units
- 3rd Party Programability
- Series Production March'21
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