Many analysts are speculating that the unnamed buyer might actually be Common Motors. By Stewart Burnett
Mobileye introduced at CES 2026 that it has secured a serious contract with an unnamed US automaker for roughly 9 million of its proprietary EyeQ6H chips, supposed to energy hands-free freeway driving methods throughout each mass-market and premium automobile fashions. The settlement will see the expertise deployed as normal tools, with some indications that the client in query is Common Motors based mostly on earlier firm steerage.
Mixed with a separate 10 million-unit order from Volkswagen Group introduced in March 2025, Mobileye now estimates future deliveries exceeding 19 million items. The corporate’s shares rose 6.4% in premarket buying and selling following the announcement, though they continue to be down by greater than 50% for 2025 because of the business deployment of fully-autonomous automobiles being slower than many traders anticipated.
The chips are utilized in a proprietary system known as ‘Encompass ADAS’, which consolidates a number of driving and security capabilities onto a single chip and digital management unit, processing knowledge from as much as 11 sensors together with cameras and radar items to allow hands-free, eyes-on driving at speeds reaching 81 mph—appreciably quicker than typical driver-assist methods. Options embrace automated lane modifications, visitors jam help and cut-in safety, supported by crowdsourced road-mapping knowledge protecting the overwhelming majority of US and European highways.
Demand for ADAS is accelerating throughout American and European markets as producers compete to supply hands-free freeway capabilities. Mobileye has more and more emphasised these methods as a near-term income driver following delays within the rollout of absolutely autonomous expertise.
GM was among the many first adopters of Mobileye expertise, incorporating the corporate’s chips into Cadillac STS and DTS fashions for lane departure warnings and computerized emergency braking. The 2 corporations introduced a heightened partnership in 2015 to speed up autonomous automobile growth, adopted by a 2016 settlement integrating Mobileye’s Highway Expertise Administration mapping system into GM automobiles utilizing crowdsourced knowledge to create high-definition maps for autonomous driving functions. Neither firm has supplied a clarification a couple of potential new deal.
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