"Nyob rau xyoo 2008, nws yog thawj zaug ua tiav Lane Departure Warning (LDW) thiab Traffic Sign Recognition (TSR); nyob rau xyoo 2009, nws yog thawj zaug ua kom tsis txhob muaj xwm txheej ceev ceev (AEB) rau cov neeg taug kev; hauv 2010, nws yog thawj zaug. Ua tiav Forward Collision Warning (FCW); nyob rau hauv 2013, nws yog thawj zaug ua tiav Tsis Siv Neeg Cruise (ACC) ...... "
Mobileye, tus pioneer ntawm kev tsav tsheb tsis siv neeg, ib zaug nyob 70% ntawm ADAS kev ua lag luam, nrog ob peb tus neeg sib tw thaum ntxov.Cov txiaj ntsig zoo li no los ntawm cov txheej txheem kev lag luam sib sib zog nqus ntawm "algorithm + chip", feem ntau hu ua "black box mode" hauv kev lag luam.
Cov "black box mode" yuav ntim thiab xa cov khoom tiav chip architecture, kev khiav hauj lwm qhov system, ntse tsav software thiab kho vajtse.Nrog rau qhov zoo ntawm kev ua tau zoo thiab tus nqi, nyob rau theem L1 ~ L2 lub tsheb ntse, nws yuav pab cov tsheb lag luam ua tiav cov haujlwm ntawm L0 kev ceeb toom kev sib tsoo, L1 AEB thaum muaj xwm ceev nres, L2 kev sib xyaw ua ke, thiab lwm yam, thiab yeej ntau tus neeg koom tes.
Txawm li cas los xij, nyob rau xyoo tas los no, cov tuam txhab tsheb muaj "de Mobileye" ib qho tom qab, Tesla tau tig mus rau kev tshawb fawb ntawm tus kheej, BMW tau koom tes nrog Qualcomm, "Weixiaoli" thiab lwm lub tsheb tshiab ua lag luam tau nqis peev hauv Nvidia, thiab Mobileye tau maj mam poob. qab.Yog vim li cas tseem yog "black box mode" tswvyim.
Kev tsav tsheb tsis siv neeg siab dua yuav tsum muaj kev suav ntau dua.Cov tuam txhab tsheb tau pib muab qhov tseem ceeb rau lub hauv paus txheej txheem algorithm ntawm kev tsav tsheb tsis siv neeg.Lawv yuav tsum siv cov ntaub ntawv tsheb los txhim kho lub peev xwm algorithm thiab txhais cov algorithms sib txawv.Qhov ze ntawm "dub lub thawv qauv" ua rau nws tsis yooj yim sua rau cov tuam txhab tsheb sib qhia algorithms thiab cov ntaub ntawv, yog li lawv yuav tsum tso tseg kev koom tes nrog Mobileye thiab txav mus rau cov neeg sib tw tshiab hauv Nvidia, Qualcomm, Horizon thiab lwm lub khw.
Tsuas yog los ntawm kev qhib tuaj yeem ua tiav kev koom tes mus ntev.Mobileye paub meej txog qhov no.
Thaum Lub Xya Hli 5, 2022, Mobileye tau tshaj tawm thawj cov khoom siv txhim kho software (SDK) rau EyeQ system integration nti, EyeQ Kit.Cov Khoom Siv EyeQ yuav ua kom siv tag nrho cov kev ua haujlwm zoo ntawm EyeQ6 High thiab EyeQ Ultra cov txheej txheem los ua kom cov tuam txhab tsheb thauj mus los siv cov cai sib txawv thiab tib neeg lub khoos phis tawj cuam tshuam cov cuab yeej ntawm EyeQ platform.
Amnon Shashua, Thawj Tswj Hwm thiab CEO ntawm Mobileye tau hais tias: "Peb cov neeg siv khoom xav tau kev hloov pauv thiab kev tsim tus kheej muaj peev xwm. Lawv yuav tsum sib txawv thiab txhais lawv lub npe los ntawm software."
Mobileye, "Big Tij Laug", puas tuaj yeem hloov kho qhov kev sib tw toj roob hauv pes los ntawm kev kaw rau qhib txoj kev pab tus kheej?
Los ntawm qhov kev xav ntawm qib siab tsis siv neeg tsav tsheb ua lag luam, Nvidia thiab Qualcomm tau los nrog "2000TOPS" hla kev suav super suav daws rau tiam tom ntej ntawm tsheb hluav taws xob architecture.2025 yog qhov tso tawm node.Hauv qhov sib piv, Mobileye EyeQ Ultra nti, uas tseem npaj yuav tso tawm xyoo 2025, muaj lub zog suav ntawm 176TOPS, tseem nyob rau theem qis qis tsis siv neeg tsav tsheb suav lub zog.
Txawm li cas los xij, L2 ~ L2 + qis-theem kev tsav tsheb ua lag luam, uas yog lub zog tseem ceeb ntawm Mobileye, kuj yog "hijacked" los ntawm Horizon.Horizon tau nyiam ntau OEMs nrog nws txoj kev qhib kev koom tes.Nws txoj kev taug kev muaj tsib chips (lub ntsiab nti ntawm Mobileye, EyeQ5, tib lub sijhawm khoom), thiab nws lub zog suav tau mus txog 128TOPS.Nws cov khoom kuj tuaj yeem kho qhov tob raws li cov neeg siv khoom xav tau.
Pom tseeb, Mobileye tsuas yog dhau qhov kev sib tw tshiab ntawm kev tsav tsheb tsis siv neeg cov khoom sib tw.Txawm li cas los xij, "thawj mover kom zoo dua" tuaj yeem txhim kho nws txoj haujlwm ua lag luam ib ntus.Xyoo 2021, kev xa khoom ntawm Mobileye's EyeQ chips yuav ncav cuag 100 lab;Hauv lub quarter thib ob ntawm 2022, Mobileye tau ua tiav cov nyiaj tau los.
Qab Mobileye, uas muaj teeb meem, yog tus cawm seej - nws lub tuam txhab niam txiv, Intel.Nyob rau lub sijhawm thaum cov khoom lag luam nyuaj rau kev tsav tsheb, peb yuav tsum tsom mus rau MaaS kev ua lag luam thiab hloov kho lub zog tsav nrog ntau lub tswv yim.Tej zaum nws yog Intel thiab Mobileye uas tau tsim cov qauv rau kev sib tw tom ntej.
Thaum Lub Tsib Hlis 4, 2020, Intel tau txais Moovit, lub tuam txhab pabcuam kev mus ncig hauv tebchaws Israel, txhawm rau taug kev rau Mobileye txoj kev lag luam ntawm "los ntawm kev pabcuam tsav tsheb mus rau kev tsav tsheb".Xyoo 2021, Volkswagen thiab Mobileye tshaj tawm tias lawv yuav koom ua ke tsim kev pabcuam tsheb tavxij uas tsis muaj neeg tsav tsheb hu ua "New Mobility in Israel" hauv Ixayees.Mobileye yuav muab L4 qib tsis siv neeg tsav tsheb software thiab kho vajtse, thiab Volkswagen yuav muab cov tsheb hluav taws xob ntshiab.Xyoo 2022, Mobileye thiab Krypton tau tshaj tawm tias lawv yuav ua haujlwm ua ke los tsim lub tsheb tshiab cov neeg siv khoom siv hluav taws xob nrog L4 qib tsis siv neeg tsav tsheb.
"Kev txhim kho ntawm Robotaxi yuav txhawb lub neej yav tom ntej ntawm kev tsav tsheb tsis siv neeg, ua raws li kev loj hlob ntawm cov neeg siv khoom qib AV. Mobileye nyob rau hauv ib qho chaw tshwj xeeb hauv ob qho tib si thiab tuaj yeem ua tus thawj coj."Amnon Shashua, tus tsim ntawm Mobileye, tau hais hauv 2021 daim ntawv tshaj tawm txhua xyoo.
Tib lub sijhawm, Intel npaj los txhawb cov npe ywj pheej ntawm Mobileye ntawm NASDAQ nrog cov cai ntawm "MBLY".Tom qab sau npe, Mobileye pab pawg tswj hwm qib siab yuav nyob hauv chaw ua haujlwm, thiab Shashua yuav txuas ntxiv ua tus CEO ntawm lub tuam txhab.Moovit, Intel pab pawg thev naus laus zis koom nrog kev txhim kho laser radar thiab 4D radar, thiab lwm yam Mobileye cov haujlwm yuav dhau los ua ib feem ntawm nws lub npe.
Los ntawm kev faib Mobileye, Intel tuaj yeem ua ke zoo dua Mobileye cov peev txheej txhim kho sab hauv, thiab txhim kho Mobileye kev ua haujlwm yooj yim.Intel CEO Pat Gelsinger ib zaug tau hais tias: "Raws li cov tuam txhab tsheb thoob ntiaj teb siv nyiaj ntau lab daus las txhawm rau txhawm rau hloov pauv mus rau lub tsheb hluav taws xob thiab lub tsheb tsis siv neeg, IPO no yuav ua rau Mobileye loj hlob tuaj."
Lub hli tas los, Mobileye tshaj tawm tias nws tau xa cov ntaub ntawv thov rau IPO npe hauv Tebchaws Meskas.Vim tias qhov xwm txheej tsis zoo ntawm Asmeskas kev lag luam Tshuag, cov ntaub ntawv xa los ntawm Mobileye rau US Securities thiab Exchange Commission rau hnub Tuesday tau qhia tias lub tuam txhab npaj muag 41 lab shares ntawm tus nqi ntawm 18 txog 20 US las ib feem, nce $ 820. lab, thiab lub hom phiaj tus nqi ntawm qhov teeb meem yog txog $ 16 billion.Qhov kev kwv yees yav dhau los muaj nqis txog $ 50 billion.
Reprinted From: Sohu Auto · Auto Cafe
Post lub sij hawm: Oct-31-2022