Mobileye: Will the Transformation from Supplier to Independent Robotaxi Operator Succeed?
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Mobileye plans to launch a vertically integrated robotaxi service in the USA by 2027, starting with 100 vehicles. The autonomous system Mobileye Drive is merging with the infrastructure of its subsidiary Moovit to cover the value chain. The direct fleet operation serves the company as an additional market entry point and for data collection, while the B2B supplier business remains intact. Expansion of the Business Model in Mobility Mobileye Global Inc. (MBLY) is adjusting its strategic direction. Until now, the company primarily acted...
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