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pww.comIntel Corporation Presents at Wolfe Research Auto Corporate Access Week, Jun-09-2020 12:00 PM - NasdaqGS:INTC

NasdaqGS:INTC

Erez Dagan [Former Executive Vice President of Products & Strategy] 💬

Erez Dagan, the Former Executive Vice President of Products & Strategy at Mobileye, an Intel company, discussed various aspects of Mobileye's strategy and operations during the presentation:

  1. Introduction to Mobileye’s Strategy:

    • Focus on the strategy around Mobility-as-a-Service (MaaS).
    • Identification of two streams of evolution in transportation: traditional public transit operators (PTOs) and transportation network companies (TNCs).

  2. Go-to-Market Models:

    • Automated TNC model.
    • Ride-as-a-Service (RaaS): Providing rides to TNCs like Uber or Lyft.
      • Symmetrical model for offsetting demand and supply spikes.
    • Vehicle-as-a-Service (VaaS): Selling or leasing autonomous vehicles to PTOs with mobility intelligence software.

  3. Synergy with Moovit:

    • Moovit’s role in digitizing urban transportation.
    • Using Moovit’s B2B and B2C channels and mobility intelligence platform.

  4. Solution Stacks:

    • Self-driving system, HD mapping, teleoperability.
    • Fleet control center, mobility intelligence layer, and mobility user access.

  5. ADAS Business:

    • Launches are on track despite COVID-19 impacts.
    • Healthy design win pipeline.
    • Potential positive impact of COVID-19 on off-the-shelf ADAS solutions.

  6. Level 2+ Systems:

    • Pseudo-autonomy: Comfort contribution without liability shift.
    • Surround perception and HD maps as defining features.
    • Over-the-air (OTA) updates for agile validation cycles and monetization.

  7. Scalable Solutions:

    • Dual approach: centralized architectures for mid and high-end vehicles, and cost-effective solutions for basic safety-only vehicles.
    • Scalable EyeQ chips with the ability to extend computational space.

  8. MaaS Demand Generation:

    • Mobileye will drive its own demand through Moovit.
    • Leverage existing channels for broader proliferation.

  9. Israel Service Update:

    • On track for 2022 launch in Tel Aviv with Volkswagen.
    • Jerusalem as a testbed for technology development and robustness.

  10. System Cost:

    • Competitive cost due to optimized computer vision subsystem and RSS.
    • True redundancy reduces validation burdens.
    • Path to $4,000-$6,000 system cost by 2025.

  11. Suburban Ridesharing Viability:

    • Challenges due to sparse demand and misalignment of trip requests.
    • First/last mile services as a viable economic model.

  12. Evolution of Autonomous Thinking:

    • Independence in exploratory areas like self-driving systems and MaaS.
    • Intel’s backing for inorganic growth and technology development.

  13. Personal Transportation Unbundling:

    • Aggregation of different transportation modes for sustainable city mobility.

  14. Working with Competitors:

    • Open to monetization channels and potential collaborations.

  15. Mixed Fleets:

    • Targeting AVs to operate within specific geographies to avoid mixed fleets.

  16. Future Consumer AV:

    • Traditional supply chain with OEMs and Tier 1 integrators for consumer AVs.

  17. Public Transit Operator Engagement:

    • VaaS model for leasing autonomous vehicles.
    • RaaS model for providing rides to public transit operators.

  18. Tesla and Data Advantage:

    • Differentiated position due to Moovit acquisition and design-driven data access.

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