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pww.comIntel Corporation Presents at Evercore ISI Virtual New Mobility & AI Forum, Sep-21-2020 10:45 AM - 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, provided insights into various aspects of Intel’s and Mobileye’s strategies and developments:

  1. Strategy Overview:

    • The strategy remains focused on Level 0 to Level 2 driver assistance systems, Level 2+ systems, and Robotaxis.
    • Robotaxis are seen as the primary market for introducing autonomy, followed by consumer market autonomy.

  2. Acquisitions:

    • Acquired Moovit to complete the value chain required for launching a standalone mobility-as-a-service (MaaS) offering.
    • Vehicle-as-a-service and ride-as-a-service models will enable collaboration with public transit authorities and transportation network companies (TNCs).

  3. Approach to Autonomy:

    • Uses a vision-first approach with true redundancy, combining computer vision and LiDAR/radar systems for comprehensive environmental modeling.
    • Safety model (RSS) defines the barrier between assertive and dangerous driving, ensuring safe behavior on the road.

  4. ADAS Market:

    • Expects increased fitment rates of lower-end solutions due to regulations like Euro NCAP.
    • Rapid growth in Level 2+ features driven by consumer awareness of autonomous driving technologies.
    • Predicts over 10 million Level 2+ units by 2024/2025.

  5. Level 2+ Pricing:

    • Prices for highway assist programs vary and are not controlled by Mobileye.
    • Expects prices to decrease as the economy of solutions tightens.

  6. Robotaxi Deployment:

    • Initial beta commercial rollout planned for Jerusalem in 2022.
    • Development fleets integrated with Moovit service application for full end-to-end service.
    • Robust service expected, with features like teleoperation and customer support.

  7. Partnership with Intel:

    • Intel contributes software and compiler expertise, enhancing EyeQ5 as a compute platform.
    • System-level contributions from Intel’s experienced developers.
    • Strategic guidance and capital support for acquisitions like Moovit.

  8. LiDAR and Radar Developments:

    • Intel is developing high-resolution radars and coherent LiDAR solutions.
    • These technologies are expected to yield impressive results in the near future.

  9. Impact of 5G:

    • 5G will not significantly change real-time processing requirements for AI on the edge.
    • However, it can facilitate faster and cheaper data transfer for offline processing.

  10. EyeQ5 and EyeQ6:

    • EyeQ5 enables scalability across vehicle platforms and co-hosting of additional software.
    • EyeQ6 will continue the programmability and enhance existing capabilities.

  11. COVID Impact:

    • OEMs may shift towards more off-the-shelf technologies due to resource constraints.
    • Customization efforts may be reduced in favor of pre-validated solutions.

  12. Competitive Landscape:

    • Mobileye maintains a strong market position with continuous innovation and strong technical differentiation.
    • NVIDIA-Mercedes-Benz partnership is noted but Mobileye sees its live mapping through REM as a key differentiator.

  13. REM Rollout:

    • REM-based vehicles have already been launched, such as the Nissan ProPILOT in Japan.
    • Significant launches expected in Europe later in the year.

  14. Regulatory Environment:

    • Important regulatory campaigns underway to establish RSS as a framework for Robotaxi operations.

    • Positive movements in Europe and Jerusalem regarding testing fleets and regulatory frameworks.

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