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Mobileye Sales

To revolutionize automotive safety and autonomous driving through computer vision and AI solutions that power every vehicle on the road worldwide

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To revolutionize automotive safety and autonomous driving through computer vision and AI solutions that power every vehicle on the road worldwide

Strengths

  • TECHNOLOGY: Industry-leading computer vision and AI capabilities
  • PARTNERSHIPS: Strong OEM relationships with 50+ global automakers
  • MARKET: First-mover advantage in ADAS with 70M+ systems shipped
  • ECOSYSTEM: Complete end-to-end autonomous driving solution stack
  • EXPERTISE: Deep technical talent pool with 3,500+ engineers

Weaknesses

  • REVENUE: Heavy dependence on Level 2/2+ ADAS system sales
  • COMPETITION: Increasing rivals in L2+ ADAS from tech giants
  • MARGINS: Declining profit margins amid pricing pressures
  • SCALING: Limited production capacity for next-gen EyeQ chips
  • ADOPTION: Slow transition to higher-level autonomous solutions

Opportunities

  • REGULATION: Global safety mandates requiring ADAS technology
  • EXPANSION: Growing emerging markets demand for safety systems
  • PREMIUM: Upselling advanced features to existing customers
  • SUBSCRIPTIONS: Recurring revenue from software-as-a-service
  • ROBOTAXIS: Commercial fleet deployment opportunities in 2025+

Threats

  • SUPPLY: Ongoing semiconductor shortages impacting production
  • COMPETITION: Tech giants with deep pockets entering ADAS space
  • INNOVATION: Disruptive technologies like solid-state LiDAR
  • REGULATION: Uncertain autonomous driving regulatory landscape
  • ECONOMY: Vehicle sales slowing in major markets

Key Priorities

  • DIVERSIFY: Expand revenue streams beyond hardware to software
  • SCALE: Increase EyeQ production capacity to meet growing demand
  • ACCELERATE: Speed up L3+ autonomous solutions to market
  • DIFFERENTIATE: Enhance value proposition against competitors
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To revolutionize automotive safety and autonomous driving through computer vision and AI solutions that power every vehicle on the road worldwide

POWER GROWTH

Expand and diversify revenue streams beyond hardware

  • SOFTWARE: Launch SuperVision subscription service in 5 new markets with 100K subscribers by Q4
  • PARTNERSHIPS: Secure 3 new Tier-1 OEM design wins for EyeQ6-based systems with minimum $1.5B lifetime value
  • EMERGING: Increase revenue from Asia-Pacific region by 20% YoY through targeted sales campaigns
  • EXPANSION: Develop and launch 2 new software modules for existing OEM customers with 60% adoption rate
SCALE PRODUCTION

Increase capacity to meet growing global demand

  • CAPACITY: Expand EyeQ5/6 production capacity by 35% through new manufacturing partnerships
  • SUPPLY: Establish strategic agreements with 3 semiconductor suppliers ensuring 24-month component security
  • EFFICIENCY: Reduce manufacturing costs by 12% through process optimization and automation initiatives
  • INVENTORY: Implement predictive demand planning system reducing lead times by 30% for top 10 customers
ACCELERATE FUTURE

Speed L3+ autonomous solutions to market leadership

  • AUTONOMY: Complete commercial pilot of L3 highway autopilot with minimum 3 OEMs and 10K driving hours
  • VALIDATION: Achieve 5M simulated miles for L4 urban driving with 99.99% safety validation metrics
  • CERTIFICATION: Secure regulatory approval for L3 systems in 3 additional countries beyond Germany
  • DEPLOYMENT: Launch robotaxi pilot program in 2 major metropolitan areas with minimum 50-vehicle fleet
DIFFERENTIATE VALUE

Enhance competitive positioning against rivals

  • AI: Implement generative AI for simulation reducing validation time by 40% and covering 2x edge cases
  • ROI: Develop and deploy OEM value calculator showing 30% better TCO than competitors for 95% of deals
  • HYBRID: Launch edge-cloud hybrid architecture enabling 5 new premium features exclusive to our platform
  • EXPERTISE: Create premier autonomous driving academy training 1,000+ engineers and strengthening brand
METRICS
  • ADAS System Shipments: 20M units (15% YoY growth)
  • Software Revenue: $325M (40% YoY growth)
  • Design Win Value: $12B in future revenue
VALUES
  • Safety First
  • Innovation Excellence
  • Customer Success
  • Global Impact
  • Technological Leadership
Mobileye logo
Align the learnings

Mobileye Sales Retrospective

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To revolutionize automotive safety and autonomous driving through computer vision and AI solutions that power every vehicle on the road worldwide

What Went Well

  • GROWTH: Achieved 11% YoY revenue growth despite market headwinds
  • CONTRACTS: Secured 26 new design wins worth $9B in estimated future
  • TECHNOLOGY: Successfully launched EyeQ6 with enhanced AI capabilities
  • EXPANSION: Increased penetration in Chinese market by 18% YoY

Not So Well

  • MARGINS: Gross margins declined 2.4 percentage points to 72.3%
  • PRODUCTION: Component shortages limited ability to fulfill demand
  • EXPENSES: R&D costs increased 17% outpacing revenue growth
  • COMPETITION: Lost 3 key contracts to emerging competitors

Learnings

  • DIVERSIFICATION: Need to accelerate software revenue streams
  • PARTNERSHIPS: Strategic supplier agreements critical for scaling
  • EFFICIENCY: R&D focus needs tighter alignment with revenue potential
  • DIFFERENTIATION: Value proposition must extend beyond hardware specs

Action Items

  • LAUNCH: Accelerate SuperVision subscription model to 5 new markets
  • SECURE: Establish long-term supply agreements with key chip partners
  • OPTIMIZE: Implement R&D efficiency program targeting 15% improvement
  • DEVELOP: Create clear ROI calculator for OEMs evaluating solutions
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To revolutionize automotive safety and autonomous driving through computer vision and AI solutions that power every vehicle on the road worldwide

Strengths

  • ALGORITHMS: Proprietary computer vision AI tested over billions
  • DATA: Massive real-world driving dataset from global fleet
  • EFFICIENCY: Industry-leading AI optimization for automotive
  • INTEGRATION: Seamless AI deployment across hardware stack
  • EXPERTISE: World-class AI research team of 700+ scientists

Weaknesses

  • COMPUTATION: Limited on-device processing for complex AI models
  • TALENT: Intense competition for top AI engineering talent
  • DEPENDENCY: Reliance on Intel for chip manufacturing resources
  • ADAPTATION: Slow update cycles for deployed AI systems
  • TRANSPARENCY: Limited explainability of AI decision systems

Opportunities

  • GENERATIVE: Apply GenAI for simulation and edge case testing
  • PERSONALIZATION: Driver-specific AI adaptation capabilities
  • CLOUD: Hybrid edge-cloud AI processing for advanced features
  • MULTIMODAL: Fusing camera, radar, and LiDAR data with AI
  • FEDERATED: Learning from deployed systems without data sharing

Threats

  • COMPETITION: Tech giants with superior AI resources entering
  • OPENSOURCE: Democratization of advanced AI capabilities
  • REGULATION: Emerging AI transparency and safety requirements
  • SPECIALIZATION: Automotive-specific AI talent shortages
  • COMPUTATION: Increasing AI model complexity outpacing hardware

Key Priorities

  • ACCELERATE: Deploy generative AI for simulation and testing
  • HYBRID: Develop edge-cloud AI architecture for advanced features
  • TALENT: Aggressively grow AI engineering organization
  • EXPLAIN: Improve AI transparency for regulatory compliance