Mobileye Global Inc. announced a new multi‑million‑unit contract with an unnamed top‑10 U.S. automaker for its next‑generation EyeQ6H chip and Surround ADAS system. The agreement covers roughly 9 million vehicles, raising Mobileye’s projected global delivery volume to more than 19 million EyeQ6H‑based systems and expanding the company’s reach from mass‑market to premium models.
The EyeQ6H chip powers Mobileye’s Surround ADAS, a hands‑free, eyes‑on driving platform that consolidates multiple sensor streams and driving functions onto a single, cost‑effective SoC. By offering the system as standard equipment across mainstream and premium models, the automaker can reduce ECU count, lower development costs, and accelerate time‑to‑market—key drivers behind Mobileye’s growing market share in the L1/L2 ADAS space. The deal also signals confidence in Mobileye’s ability to deliver high‑compute, safety‑critical solutions that meet evolving regulatory requirements for partial autonomy.
Financially, the contract is expected to generate significant revenue in the coming years. Mobileye’s pipeline now includes more than 19 million EyeQ6H units, a jump that builds on the 9.2 million units shipped in Q3 2025. The additional 9 million vehicles represent a substantial lift to future earnings, reinforcing the company’s revenue trajectory after a 4 % year‑over‑year increase to $504 million in Q3 2025. The deal also provides a stable, long‑term revenue stream that offsets the 2025 stock decline and positions Mobileye to capture a larger share of the growing ADAS market.
CEO Prof. Amnon Shashua emphasized the strategic importance of the partnership: “This selection of Mobileye Surround ADAS by one of the world’s great automakers reflects the power of our approach to democratizing safety and technology.” He added that the EyeQ6H’s high‑performance core “enables better performance, increased features and greater flexibility to automakers and their customers, all at a lower cost.” The comments highlight Mobileye’s focus on cost efficiency and scalability as key competitive advantages.
The announcement triggered a positive market reaction. Barclays upgraded Mobileye to “Overweight,” citing a favorable risk‑reward profile and the company’s ability to leverage the autonomous‑vehicle theme. Investors were particularly drawn to the 9 million‑unit volume, which directly addresses prior concerns about Mobileye’s ability to secure large, long‑term contracts in a highly competitive space dominated by Qualcomm, NVIDIA, and in‑house solutions.
In the broader context, the deal underscores Mobileye’s continued dominance in the ADAS SoC market, where it holds roughly 70 % of L1/L2 levels and over 50 % of the overall ADAS SoC market. The contract also mitigates headwinds from the 2025 stock decline and positions Mobileye to benefit from the industry’s shift toward higher‑level autonomy. By securing a major U.S. automaker’s commitment, Mobileye strengthens its pipeline, enhances its cost‑competitive positioning, and reinforces its leadership in the next‑generation ADAS market.
Overall, the 9‑million‑unit agreement represents a significant milestone for Mobileye, expanding its global delivery volume, reinforcing its cost‑effective technology platform, and positioning the company for continued growth in the evolving autonomous‑driving landscape.
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