Mobileye’s Supplier Map Has Intel in Three Different Seats

Mobileye Global Inc. (MBLY) has sought to establish redundancy in its chip supply chain. The filing also describes the context for that effort: the company’s relationships run through a compact group of recurring names, with Intel occupying more than one seat at the table.

Mobileye identifies STMicroelectronics (STM) as its former sole supplier of EyeQ chips. The company says a supply shortfall left it entering 2022 with sharply lower inventory.

"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 / Form 10-K / Feb. 12, 2026

That disclosure is historical, but the relationship is not. Mobileye also describes STMicroelectronics as a manufacturing, design, and research partner. One company therefore appears in both the supply column and the partnership column.

Taiwan Semiconductor Manufacturing Company (TSM) is another part of the more recent supply-chain effort. Mobileye says it entered an agreement with TSMC while seeking additional qualified suppliers and better control of its supply chain.

"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 / Form 10-K / Apr. 23, 2026

The plain-English map is straightforward: STMicroelectronics is named as the sole EyeQ supplier in the earlier period, while TSMC is disclosed as an additional supplier under a more recent redundancy effort. TSMC also appears in Mobileye’s disclosure about developing and assembling electronic control units.

Mobileye’s customer side is concentrated too. In 2025, its three largest Tier 1 customers accounted for 30%, 17%, and 15% of revenue. Aptiv PLC (APTV) was the 15% customer, up from 14% in 2024. Mobileye also names Lyft, Inc. (LYFT) among announced demand-side customers for vehicles and systems marketed through transportation network operators.

Amazon Web Services (AMZN) is a different kind of tie. Mobileye says its mapping, Roadbook, Moovit, and mobility-as-a-service systems use AWS cloud services.

"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 / Form 10-K / Feb. 12, 2026

Intel Corporation (INTC) sits at the center of the ownership map. Mobileye says Intel acquired it for $15.3 billion in 2017 and made it a wholly owned subsidiary. The two companies also describe a partnership that operates across multiple fronts. Historical employee equity grants were made under Intel’s plans and continue on their original vesting schedules.

"Intel Corporation (“Intel”) acquired Mobileye for $15.3 billion in 2017, after which we became a wholly-owned subsidiary of Intel."
Mobileye / Form 10-K / Apr. 23, 2026

The competitive perimeter is broad. Mobileye names Ambarella, Inc. (AMBA), Advanced Micro Devices, Inc. (AMD), and QUALCOMM Incorporated (QCOM) among silicon-provider competitors. Tesla, Inc. (TSLA) appears both as an indirect competitor pursuing in-house systems and as a former Mobileye customer that transitioned to its own ADAS technology in 2017. Sony Group Corporation (SONY) is listed among consumer autonomous-vehicle competitors, while Baidu, Inc. (BIDU) appears in the company’s China AMaaS competitor list.

The web extends beyond Mobileye’s own filing. Qualcomm calls Mobileye a partner. Ambarella, Aurora Innovation, Inc. (AUR), and Via Transportation, Inc. (VIA) each name Mobileye as a competitor in their own filings. That makes the map unusually circular: Mobileye buys from some semiconductor companies, partners with others, sells into concentrated automotive channels, and meets several of the same names in the competitive set.

These are relationships disclosed in SEC filings, mapped by jodie’s analytics. This is not investment advice.

Mobileye’s Supplier Map Has Intel in Three Different Seats

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