Mobileye is a supplier. It sells EyeQ chips and driving software to automakers, and it doesn’t sell cars or rides to the public. Almost all of its volume is ordinary driver assistance: 10.0 million systems shipped in the second quarter of 2026 alone. Its three advanced products are at very different stages. SuperVision, a hands-off system, ships in the tens of thousands. Chauffeur (eyes-off driving) and Drive (no driver) are, in Mobileye’s words, moving toward commercialization, with launches planned for late 2026 and 2027.
The figures below come from Mobileye’s second-quarter 2026 results release of July 23, 2026, unless another source is named.
What Mobileye ships today
- EyeQ for basic driver assistance: the camera chip behind features such as automatic emergency braking and lane keeping. Mobileye shipped 10.0 million EyeQ and SuperVision systems in the second quarter at an average of $48.50 per system, and says more than 250 million vehicles have been built with EyeQ inside.
- Surround ADAS and Cloud-Enhanced ADAS: next-generation, high-volume driver assistance that adds wider safety coverage and hands-free highway driving. The release lists several Surround ADAS design wins and a new Cloud-Enhanced ADAS win with Stellantis. A design win means an automaker chose the system for future models. It isn’t a car on sale yet.
SuperVision, Chauffeur and Drive: three different jobs
- SuperVision: lets the car drive itself with your hands off the wheel while you keep watching the road. Management said on the earnings call that about 20,000 units were delivered in the second quarter, a little over 40,000 in the first half, and that full-year shipments should be slightly below 60,000, according to an Investing.com call transcript. The next-generation version runs on the EyeQ6 High chip, and Porsche leads that program. Mobileye’s first-quarter release said it was running in US pre-production vehicles and that Mahindra had become a second customer for it.
- Chauffeur: an eyes-off system for highways, where the driver can look away under set conditions. The second-quarter release doesn’t name a production car that has it yet.
- Drive: the fully driverless system for robotaxis. Volkswagen’s mobility company MOIA uses it in the ID. Buzz. The Q1 release counted more than 100 ID. Buzz test vehicles, and the Q2 release says MOIA began public user testing in Hamburg, Germany, with safety drivers on board.
Automakers rename these systems under their own brands, so Mobileye’s product name usually doesn’t appear in a car’s feature list. If you’re shopping for a specific car, the automaker’s spec sheet is where to check what its driver-assistance package can do.
Mobileye’s own robotaxi service
Mobileye no longer plans to stop at supplying robotaxi technology. The Q2 release says it’s expanding into running its own mobility service. It’s talking with vendors for vehicles, sensor installation and fleet logistics, and it has its Moovit unit building the rider app and fleet tools. Mobileye says it wants to reach riders through partners MOIA and Holon (a shuttle maker that builds on Mobileye Drive), through its own service and through third-party ride-hailing apps. It hasn’t named a city or launch date for its own service in that release.
The CEO change and the humanoid bet
On July 23, 2026, Mobileye announced that founder Amnon Shashua will step down as CEO once a successor is appointed. The board is hiring an executive search firm, Shashua stays a director, and the board has offered him the chairman role after the new CEO starts. As of October 19, 2026, no successor has been named.
Mobileye also bought Mentee Robotics, a humanoid robot startup Shashua co-founded, in early 2026. Its first-half cash flow statement shows $591 million paid for the deal, net of cash acquired. What Mentee’s robot can do and when it might ship is covered in our MenteeBot V3 guide.
How it compares with other driving systems
SuperVision sits in the same hands-off, eyes-on category as GM’s Super Cruise and Ford’s BlueCruise, which we compare in Super Cruise vs BlueCruise. Chauffeur aims at the eyes-off category that Mercedes Drive Pilot pioneered in the US. Drive competes with the robotaxi stacks behind Waymo and May Mobility.