Thoughts on robotaxi pivot

Research evidence excerpt

Thoughts on robotaxi pivot

Mobileye Global Inc. (MBLY)

Equity Research

June 17, 2026

Understanding Mobileye's pivot to robotaxi operator

Exhibit 2 - Robotaxi universe - Mobileye will transition to 'full-stack' operator

Full-Stack Robotaxi Operators Robotaxi Technology Operators Suppliers

Waymo Mobileye Compute & Silicon LiDAR/sensors

Baidu Apollo Go Nuro NVIDIA Hesai

WeRide Wayve Qualcomm RoboSense

Pony.ai Momenta Horizon Robotics Valeo

DiDi Autobrains NXP Ouster

Tesla May Mobility Infineon Innoviz

Zoox Waabi Software & Middleware Aeva

Motional (Hyundai/Aptiv) Oxbotica Applied Intuition Vehicle Integration

AutoX STACK AV Bosch

Mobility Platforms ADASTEC AUMOVIO

Uber Platform Industrialisers Magna

Lyft Foxconn Aptiv

Bolt (Demand Aggregator) ZF

Grab (Demand Aggregator)

. MOIA

Source: Jefferies

Exhibit 3 - Non-exhaustive key robotaxi partnerships overview

Baidu Apollo Motional

Robotaxi Operator Waymo NVIDIA/Uber WeRide Pony.ai DiDi MOIA (VW) Momenta Nuro Wayve Wayve Autobrains May Mobility

Go (Hyundai/Aptiv)

JLR, Geely, Stellantis, BMW, Mercedes

Renault-Nissan-

OEM / Fleet Partners Toyota, Stellantis JMC Toyota, BAIC, GAC Hyundai VW Benz, GAC Lucid Nissan Stellantis Toyota

Mitsubishi, GAC

Hyundai GAC, Verne Toyota

Magna, in- Bosch, Robosense, NVIDIA, NVIDIA,

Tech/Supplier Partners Foxconn Robosense Robosense Aptiv, Hesai Mobileye NVIDIA, Valeo NVIDIA Aeva

house LiDAR Robosense NVIDIA Chinese LiDAR Qualcomm

Own app, Uber, Own app, Uber, Uber, Lumo,

Rideshare Partners Uber Uber, Grab Bolt, Uber Own app Uber, Lyft, Grab Uber Uber Uber Uber Uber Uber, Lyft

Lyft Lyft Grab

.

What's new? Mobileye announced yesterday that it is reviving its aspiration to become a vertically

integrated robotaxi business, targeting an initial deployment of c100 vehicles in a major US city by