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Technology Stocks : Driverless autos, trucks, taxis etc.
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From: Sam2/13/2023 9:30:13 PM
   of 567
 
Mobileye: Strong Tailwinds Amid Stronger Competition
Feb. 13, 2023 5:12 PM ET Mobileye Global Inc. (MBLY) INTC 2 Comments
Robert Castellano

Summary
  • Mobileye's major disadvantage is that its closed-system approach has created an opportunity for ADAS competitors with an open-system strategy.
  • Mobileye dominates the ADAS SoC market with a 69% market share.
  • Ironically, Intel Capital's 2017 investment in China's Horizon Robotics may have helped the company compete against Mobileye.
  • This idea was discussed in more depth with members of my private investing community, Semiconductor Deep Dive.
    Learn More »

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