Mobileye’s disclosed web: Intel, STMicro, TSMC, AWS and a handful of Tier‑1s

Mobileye (MBLY) is owned by Intel and relies on external chip and cloud suppliers. That dependence is reflected in several disclosures.

Here’s how Mobileye frames who really makes the parts and runs the services it needs. First, ownership.

"Intel Corporation (“Intel”) acquired Mobileye for $15.3 billion in 2017, after which we became a wholly-owned subsidiary of Intel." (Mobileye / 10-K / 2026-02-12)

Mobileye is a wholly‑owned Intel subsidiary. Its chip supply has come from external suppliers.

"During 2021 and 2022, STMicroelectronics, our sole supplier of EyeQ™ SoCs, was not able to meet our demand for EyeQ™ SoCs, causing a significant reduction in our inventory level, and we entered 2022 with significantly lower inventories of our EyeQ™ SoCs as a…" (Mobileye / 10-K / 2026-02-12)

Mobileye admits STMicro (STM) had been its sole EyeQ supplier and that supply fell short.

"As part of an effort to establish redundancy and better control of our supply chain, we have sought additional qualified suppliers, and we have recently entered into an agreement with TSMC (Taiwan Semiconductor Manufacturing Company Ltd.) pursuant to which it…" (Mobileye / 10-K / 2026-04-23)

Mobileye says it has entered an agreement with TSMC (TSM) to add redundancy, representing a move away from the prior sole‑supplier setup.

On where the money comes from: Mobileye points to a small set of Tier‑1 customers that together make up a big chunk of revenue.

"In 2025, our three largest Tier 1 customers, which were ZF, Valeo, and Aptiv, accounted for 30%, 17%, and 15%, respectively, of our revenue, compared to 27%, 20%, and 14%, respectively, in 2024." (Mobileye / 10-K / 2026-02-12)

That list includes Aptiv (APTV) at about 15% of revenue in 2025, per the filing.

Mobileye also flags announced demand‑side customers for its vehicle programs and names transport operators it expects its partners to sell into.

"We and our vehicle development partners will then market these vehicles and systems through business-to-business channels into a range of transportation network operators, with announced demand-side customers including Deutsche Bahn, Beep, Holo / Ruter, Lyft…" (Mobileye / 10-K / 2026-02-12)

Cloud services are another external tie: Mobileye stores mapping and MaaS data on Amazon’s infrastructure and explicitly depends on it.

"For example, we currently depend on Amazon Web Services for cloud services in connection with our REM™ mapping system, Roadbook™, and AMaaS solutions including the Moovit platform, and a failure of such cloud services would result in interruptions to our…" (Mobileye / 10-K / 2026-02-12)

"We also transmit and store RoadBook™ data on the cloud and operate MaaS connectivity infrastructure with Amazon Web Services, and we depend on Amazon Web Services for securing their underlying infrastructure for the data stored on it." (Mobileye / 10-K / 2026-02-12)

On partnerships: Mobileye names STMicro (STM) again as a manufacturing and R&D partner, and explicitly calls out a close, multi‑front partnership with Intel (INTC).

"We partner with STMicroelectronics, a leading supplier and innovator of semiconductor devices for automotive applications, in manufacturing, design, and research and development." (Mobileye / 10-K / 2026-04-23)

"Our close partnership with Intel exists on multiple fronts." (Mobileye / 10-K / 2026-04-23)

It also describes relationships to develop and assemble ECUs, naming TSMC (TSM) in that context.

"24 Table of Contents We have also established a relationship with Quanta Computer, Taiwan Semiconductor Manufacturing Company (“TSMC”) and other suppliers to develop and assemble our ECUs including our reference design for our Mobileye SuperVision™ solution…" (Mobileye / 10-K / 2026-02-12)

On competition, Mobileye lists a who’s‑who of silicon and autonomy rivals; the filing calls out Ambarella (AMBA) and Advanced Micro Devices (AMD) among silicon competitors and names in‑house OEM solutions such as Tesla (TSLA).

"Our silicon provider competitors include Ambarella, Advanced Micro Devices, Arriver / Qualcomm, Black Sesame Technologies, Horizon Robotics, Huawei, NVIDIA, NXP, Renesas Electronics, and Texas Instruments." (Mobileye / 10-K / 2026-02-12)

A final sideways note: other companies file about Mobileye too. For example, Qualcomm (QCOM) refers to Mobileye as a partner in its own filing (Qualcomm filing dated 2026-04-29).

Mobileye’s filing map is therefore dominated by three threads: Intel ownership and partnership, a shift from a single EyeQ chip supplier (STM) toward adding TSMC, and reliance on Amazon for cloud and a small set of Tier‑1 customers for large revenue chunks.

These are relationships disclosed in SEC filings, mapped by jodie's analytics, and this is not investment advice.