Mobileye, VW Gearing Up for 100,000 AVs by 2033

February 17, 2026

Sebastian Blanco

Mobileye CEO Amnon Shashua used his annual CES address to deliver good news about the company’s 2025 efforts and painted a bright picture for the autonomous driving and driver-assistance tech company, including two new design wins last year with OEMs that it did not have a prior direct relationship with, Volvo and Subaru. Mobileye had almost $2 billion in revenue in 2025, Shashua said, but the coming years are already looking bigger, with $24.5 billion in signed contracts for the next eight years.

“If you take this amount and you divide it by eight, it’s already 50% more than our revenue in 2025, so this is a very strong pipeline, and $18 billion of it was awarded since we started our IPO [in October 2022],” Shashua said in Las Vegas.

There are more than 230 million cars on the road today with a Mobileye chip in them, Shashua said, and the company is currently competing on RFQs with the potential of 100 million more chips. Eight million of the cars out there today participate in what Mobileye calls its harvesting strategy. These cars use the EyeQ 6H chip and have harvested - sent data back to Mobileye – over 32 billion miles in 2025, a 20% increase over 2024, and three new OEMs joined the harvesting fleet in 2025, allowing the company to build better high-definition maps in Europe, the U.S., Asia and other locations.

Mobileye CEO Amnon Shashua speaks at CES 2026. *(Sebastian Blanco)*

The EyeQ 6H chip is also used in Mobileye’s Surround ADAS set-up, which uses five or six cameras (a front-facing camera, four parking cameras and potentially one other) and one to five radar sensors. A major U.S. OEM will use Surround ADAS, which allows for hands-off highway driving as a standard system, across up to 9 million vehicles, with production starting in Q2 2028. Mobileye previously announced that Volkswagen would also use Surround ADAS, which makes the total potential fleet size 19 million vehicles.

“We believe that this is the evolution of ADAS,” Shashua said. “ADAS, eventually, will move from front-facing to what we call Surround ADAS, and 9 million vehicles show that this is really high volume, and it shows that this is on its way to becoming the next step of driving assist.”

Mobilieye and its partner Valeo are currently testing Surround ADAS (hands-off, eyes-on) with the VW Group, with B-samples integrated in a 5V5R setup, with full software implementation expected by December 2026. Moving up the tech ladder, Mobileye’s SuperVision (hands-off/ eyes-on capabilities for highway, rural, and urban roads) is in C-sample hardware tests in dozens of Porsche and Audi vehicles. Shashua said Mobilieye’s second-generation stack will be ready in April 2026 and will enable advanced Al for point-to-point driving. SOP is planned for 2027. Finally, Mobileye’s Chauffeur SAE Level 3 automated driving technology (hands-off/ eyes-off on the highway at speeds up to 130 km/h (81 mph)) is in B-sample prototype vehicle testing and validation.

Mobileye and VW are also continuing to test around 100 ID.Buzz AD robotaxis in multiple locations in Europe, including Oslo and Munich, as well as Los Angeles in the U.S. “We’re not only testing in sunny conditions, we’re testing in all the possible conditions,” Shashua said. As previously reported, the ID.Buzz AD’s sensor configuration uses 13 cameras, three long-range lidars and six short-range lidars (both supplied by Innoviz) and five imaging radars manufactured by Mobileye. Shashua said the next milestone will be when the Level 4-ready vehicle arrives early in 2026, with a plan to go driverless in the second half of the year in the U.S., expanding to other sites in 2027 in partnership with Uber and Ruter.

Technology from the ID.Buzz AD robotaxi program will help make SuperVision and Chauffeur better, Shashua said, thanks to common hardware like the two ECU boards in the VW that are the same as the SV62 in the Porsche SuperVision. Data collected through the ID. Buzz AD – video, lidar and radar information - helps both companies create accurate ground truth that is relevant for SuperVision and Chauffeur.

Mobileye also announced during the show that it will acquire Mentee Robotics Ltd., an AI-first humanoid robotics company, in a deal worth roughly $900 million. The deal includes $612 million in cash and up to 26.2 million shares of Mobileye Class A common stock. The transaction is expected to close in the first quarter of 2026. Mentee is working on a third-generation, vertically integrated robot. The plan is to use Mobileye’s AI technology and production expertise on Mentee’s humanoid platform.

The CEO of Volkswagen Autonomous Mobility, Christian Senger, said during a joint event at CES that all of this coordination will lead to some big numbers if everything goes right.

“Because it’s built as an ecosystem, it scales faster, significantly reduces cost and reaches break-even much earlier,” he said. “This leads us to some very clear targets: six cities by the end of ’27 and more than 100,000 active self-driving vehicles on the road by the end of 2033.”