下滑原因是芯片订单减少、市场需求不确定性和库存过剩。Mobileye 的营收主要来源于基础 ADAS 方案。
公司与车企如吉利的合作关系持续，但面临来自英伟达等竞争对手的压力。Mobileye 的产品策略涵盖从 L2 到 L4+ 的智驾系统，尽管存在技术和策略上的差距，公司正通过技术创新和市场策略来维持竞争力，如推进 EyeQ6L 芯片的量产和预计 2025 年初推出的 EyeQ6 High 芯片。
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Like