• I-Mobileye: Ingaba i-advanteji yokuqala yokushukuma ingahlala ixesha elingakanani xa i-horizon "ikuphanga"?
  • I-Mobileye: Ingaba i-advanteji yokuqala yokushukuma ingahlala ixesha elingakanani xa i-horizon "ikuphanga"?

I-Mobileye: Ingaba i-advanteji yokuqala yokushukuma ingahlala ixesha elingakanani xa i-horizon "ikuphanga"?

"Ngo-2008, yaba yeyokuqala ukuphumeza iSilumkiso sokuHamba ngeNdlela (LDW) kunye ne-Traffic Sign Recognition (TSR); ngo-2009, yaba yeyokuqala ukufikelela kwi-Automatic Emergency Braking (AEB) yabahambi ngeenyawo; ngo-2010, yaba yeyokuqala ukufikelela kwi-Forward Collision Warning (FCW); ngo-2013, yaba yeyokuqala ukufikelela kwi-Automatic Cruise (ACC)......"

I-Mobileye, uvulindlela wokuqhuba ngokuzenzekelayo, wake wathatha i-70% yemarike ye-ADAS, kunye nabakhuphisana abambalwa kwiminyaka yokuqala.Iziphumo ezilungileyo ezinjalo zivela kwiseti yezisombululo zeshishini ezidityaniswe ngokunzulu ze "algorithm + chip", eyaziwa ngokuba "yimowudi yebhokisi emnyama" kushishino.

"Imowudi yebhokisi emnyama" iya kupakisha kwaye ihambise uyilo olupheleleyo lwetshiphu, inkqubo yokusebenza, isoftware yokuqhuba ngobukrelekrele kunye nehardware.Ngeenzuzo zokusebenza kakuhle kunye neendleko, kwinqanaba le-L1 ~ L2 yesithuthi esihlakaniphile, kuya kunceda amashishini ezithuthi afezekise imisebenzi ye-L0 isilumkiso sokungqubuzana, i-L1 AEB i-braking braking, i-L2 i-cruise edibeneyo, njl., kwaye iphumelele amaqabane amaninzi.

Nangona kunjalo, kwiminyaka yakutshanje, iinkampani zemoto zine "de Mobileye" enye emva kwenye, uTesla uguqukele kuphando ngokwakhe, iBMW idibanise izandla neQualcomm, "Weixiaoli" kunye namanye amashishini amatsha okwenza iimoto atyala imali eNvidia, kwaye iMobileye iye yawa ngokuthe ngcembe. ngasemva.Isizathu siseyinkqubo "yebhokisi yebhokisi emnyama".

Ukuqhuba okuzenzekelayo kwinqanaba eliphezulu kufuna amandla amakhulu ekhompyutha.Amashishini ezithuthi aqalise ukuncamathisela ukubaluleka kwesakhelo se-algorithm esisiseko sokuqhuba ngokuzenzekelayo.Kufuneka basebenzise idatha yesithuthi ukuphucula amandla e-algorithm kwaye bachaze ii-algorithms ezihlukeneyo.Ukusondela kwe "imodeli yebhokisi emnyama" kwenza ukuba iinkampani zeemoto zingakwazi ukwabelana nge-algorithms kunye nedatha, ngoko ke kufuneka bayeke intsebenziswano kunye ne-Mobileye kwaye baqhubele phambili kumashishini amatsha e-Nvidia, i-Qualcomm, i-Horizon kunye nezinye iimarike.
Ngokuvula kuphela sinokufikelela kwintsebenziswano yexesha elide.I-Mobileye iyazi ngokucacileyo le nto.

Ngomhla we-5 kaJulayi, i-2022, i-Mobileye yakhulula ngokusemthethweni ikiti yophuhliso lwesoftware (SDK) ye-EyeQ system integration chip, i-EyeQ Kit.I-EyeQ Kit iya kusebenzisa ngokupheleleyo i-architecture ephezulu ye-EyeQ6 High kunye ne-EyeQ Ultra processors ukwenzela ukuba amashishini eemoto asebenzise ikhowudi ehlukeneyo kunye nezixhobo ze-computer yomntu kwi-platform ye-EyeQ.

U-Amnon Shashua, uMongameli kunye ne-CEO ye-Mobileye, uthe: "Abathengi bethu bafuna ukuguquguquka kunye nokukwazi ukuzakhela. Kufuneka bahluke kwaye bachaze iimpawu zabo ngesofthiwe."
Ngaba i-Mobileye, "uMzalwana omkhulu", angawulungisa kwakhona umhlaba okhuphisanayo ukusuka kwindlela evaliweyo ukuya evulekileyo yokuzinceda?

Ukusuka kwimbono yenqanaba eliphezulu lemarike yokuqhuba ngokuzenzekelayo, iNvidia kunye neQualcomm beze ne "2000TOPS" izisombululo ezinqamlezileyo zekhompyuter kwisizukulwana esilandelayo soyilo lwe-elektroniki yemoto.I-2025 yindawo yokukhulula.Ngokwahlukileyo koko, i-chip ye-Mobileye EyeQ Ultra, ekwacwangciswe ukuba ikhutshwe ngo-2025, inamandla e-computing ye-176TOPS, ihleli kwinqanaba eliphantsi lamandla okuqhuba i-computing.

Nangona kunjalo, i-L2 ~ L2 + i-low-level autonomous drive market, eyona nto iphambili ye-Mobileye, "iphangiwe" yi-Horizon.I-Horizon itsale ii-OEM ezininzi ngemowudi yayo yentsebenziswano evulekileyo.Uhambo lwayo lunee-chips ezintlanu (i-chip ephambili ye-Mobileye, i-EyeQ5, imveliso yexesha elifanayo), kwaye amandla ayo ekhompyutheni afikelele kwi-128TOPS.Iimveliso zayo zinokuthi zenziwe ngobunzulu ngokweemfuno zabathengi.

Ngokucacileyo, iMobileye iphumelele kuphela umjikelo omtsha wokhuphiswano lwemveliso yokuqhuba ngokuzenzekelayo.Nangona kunjalo, "inzuzo yokuqala yokuhambisa" inokuzinzisa okwethutyana indawo yayo yentengiso.Ngo-2021, ukuthunyelwa kwee-chips ze-Mobileye's EyeQ kuya kufikelela kwi-100 yezigidi;Kwikota yesibini ka-2022, iMobileye iphumelele ingeniso yerekhodi.

Emva kweMobileye, esengxakini, ngumhlanguli-inkampani engumzali wayo, i-Intel.Ngexesha apho iimveliso zinzima ukuqhuba, kufuneka sijolise kwimakethi ye-MaaS kwaye silungise amandla okuqhuba ngeqhinga lokwahluka.Mhlawumbi yi-Intel kunye ne-Mobileye eyenze ilungiselelo lomjikelo olandelayo wokhuphiswano.

NgoMeyi 4, 2020, i-Intel yafumana iMoovit, inkampani yenkonzo yokuhamba yakwa-Israeli, ukuze ivule indlela yoyilo lweshishini lweMobileye "ukusuka kwitekhnoloji encediswayo yokuqhuba ukuya kwizithuthi ezizimeleyo".Ngo-2021, iVolkswagen kunye neMobileye babhengeze ukuba ngokudibeneyo baya kusungula inkonzo yeteksi engaqhubi ebizwa ngokuba yi "New Mobility in Israel" kwaSirayeli.I-Mobileye iya kubonelela nge-software ye-L4 yokuqhuba ngokuzenzekelayo kunye ne-hardware, kwaye i-Volkswagen iya kubonelela ngezithuthi zombane ezicocekileyo.Ngo-2022, i-Mobileye kunye ne-Krypton babhengeze ngokudibeneyo ukuba baya kusebenza kunye ukwakha isithuthi esitsha sombane esicocekileyo esinezinga le-L4 lokukwazi ukuqhuba ngokuzenzekelayo.
"Ukuphuhliswa kweRobotaxi kuya kukhuthaza ikusasa lokuqhuba ngokuzenzekelayo, kulandelwa ukukhula kwebakala labathengi be-AV. I-Mobileye ikwimeko ekhethekileyo kwiinkalo zombini kwaye ingaba yinkokeli."U-Amnon Shashua, umseki we-Mobileye, uthe kwingxelo yonyaka ka-2021.

Ngelo xesha, i-Intel iceba ukukhuthaza uluhlu oluzimeleyo lwe-Mobileye kwi-NASDAQ kunye nekhowudi yesitokhwe ye "MBLY".Emva koluhlu, iqela labaphathi abaphezulu beMobileye liza kuhlala lisebenza, kwaye uShashua uya kuqhubeka esebenza njenge-CEO yenkampani.I-Moovit, iqela letekhnoloji le-Intel elibandakanyeka kuphuhliso lwe-laser radar kunye ne-radar ye-4D, kunye nezinye iiprojekthi ze-Mobileye ziya kuba yinxalenye yoluhlu lwayo.

Ngokwahlula i-Mobileye, i-Intel inokudibanisa ngcono izixhobo zophuhliso ze-Mobileye ngaphakathi, kwaye iphucule ukuguquguquka kokusebenza kwe-Mobileye.I-Intel CEO uPat Gelsinger wakha wathi: "Njengokuba abavelisi beemoto zehlabathi bechitha iibhiliyoni zeedola ukukhawulezisa ukuguqulwa kweemoto zombane kunye nezithuthi ezizimeleyo, le IPO iya kwenza ukuba i-Mobileye ibe lula ukukhula."

Kwinyanga ephelileyo, iMobileye ibhengeze ukuba iwangenisile amaxwebhu ezicelo zoluhlu lwe-IPO eMelika.Ngenxa yemeko embi kakhulu ye-stock market yase-US, uxwebhu olungeniswe yi-Mobileye kwi-US Securities and Exchange Commission ngoLwesibini lubonise ukuba inkampani iceba ukuthengisa izabelo ze-41 yezigidi ngexabiso le-18 ukuya kwi-20 yeedola zase-US ngesabelo ngasinye, iphakamisa i-$ 820. izigidi, kwaye ixabiso ekujoliswe kulo umba malunga $16 billion.Olu qikelelo ngaphambili lwaluxabisa i-50 yeebhiliyoni zeerandi.

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Ixesha lokuposa: Oct-31-2022