Mobileye, a leader in driver-assistance technologies, has faced challenges due to its somewhat inflexible solutions for the software-defined vehicle and increasing competition from Qualcomm. However, recent announcements, including partnerships with Porsche and Polestar and the opening of its systems, indicate a strong path to recovery. Moreover, its new GSR-compliant ISA solution holds the potential for important contract wins in Europe.
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Mobileye’s Resurgence: A Warning to Competitors
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The Analyst Team
Maite Bezerra
Follow AnalystSenior Principal Analyst, Software-Defined Vehicles
Maite Bezerra specializes in the automotive industry’s transition to software-defined vehicles (SDV). With comprehensive knowledge in electrical and electronic architectures, hardware consolidation, high-performance computing (HPCs), vehicle operating systems, cloud native tools, and software-defined principles, she delivers strategic insights on the automotive value chain’s transformation in response to software-driven innovation.
Her research focuses on defining, measuring, and forecasting the progressive stages of SDV adoption and tracking automakers’ strategies to upgrade their fleets, providing actionable recommendations. Before joining Omdia, Maite worked as an automotive analyst covering cockpit systems, infotainment operating systems, HMI, ADAS, autonomous driving, and connectivity, including V2X. A recognized thought leader in the SDV space, Maite regularly presents and moderates panels at high-profile industry events, including CES. She holds a Master of Science in international business and completed three years of doctoral research with successful confirmation before pivoting to industry research.
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