Mobileye ([MBLY](https://jodie.ai/t/MBLY)) is a company that makes driving software whose disclosures show connections to a handful of chipmakers, Intel and Amazon Web Services.
Start with the chips. Mobileye’s EyeQ system-on-chips were historically concentrated with one supplier.
> "During 2021 and 2022, STMicroelectronics, our sole supplier of EyeQ™ SoCs, was not able to meet our demand for EyeQ™ SoCs, causing a significant reduction in our inventory level, and we entered 2022 with significantly lower inventories of our EyeQ™ SoCs as a…" (Mobileye / Form 10-K / 2026-02-12)
Mobileye then says it moved to add redundancy.
> "As part of an effort to establish redundancy and better control of our supply chain, we have sought additional qualified suppliers, and we have recently entered into an agreement with TSMC (Taiwan Semiconductor Manufacturing Company Ltd.) pursuant to which it…" (Mobileye / Form 8-K / 2026-04-23)
Plain English: Mobileye’s filing admits EyeQ production was effectively single-sourced with STMicroelectronics ([STM](https://jodie.ai/t/STM)) during a crunch, and Mobileye discloses a new deal with Taiwan Semiconductor ([TSM](https://jodie.ai/t/TSM)) to broaden that base. Mobileye also frames STM as a formal partner in design and manufacturing:
> "We partner with STMicroelectronics, a leading supplier and innovator of semiconductor devices for automotive applications, in manufacturing, design, and research and development." (Mobileye / Form 8-K / 2026-04-23)
There’s a second TSMC-related disclosure tying Mobileye into ECU assembly partners and reference designs.
> "24 Table of Contents We have also established a relationship with Quanta Computer, Taiwan Semiconductor Manufacturing Company (“TSMC”) and other suppliers to develop and assemble our ECUs including our reference design for our Mobileye SuperVision™ solution…" (Mobileye / Form 10-K / 2026-02-12)
Ownership and corporate ties are simple and repeated.
> "Intel Corporation (“Intel”) acquired Mobileye for $15.3 billion in 2017, after which we became a wholly-owned subsidiary of Intel." (Mobileye / Form 10-K / 2026-02-12)
> "Our close partnership with Intel exists on multiple fronts." (Mobileye / Form 8-K / 2026-04-23)
Mobileye also discloses Intel-era legacy items for employees:
> "Historically, grants of share-based compensation to our employees were made pursuant to Intel’s employee equity incentive plans, and such historical grants will continue to be based on their original vesting schedules." (Mobileye / Form 10-K / 2026-02-12)
On the cloud and mapping side, Mobileye points at Amazon Web Services.
> "For example, we currently depend on Amazon Web Services for cloud services in connection with our REM™ mapping system, Roadbook™, and AMaaS solutions including the Moovit platform, and a failure of such cloud services would result in interruptions to our…" (Mobileye / Form 10-K / 2026-02-12)
> "We also transmit and store RoadBook™ data on the cloud and operate MaaS connectivity infrastructure with Amazon Web Services, and we depend on Amazon Web Services for securing their underlying infrastructure for the data stored on it." (Mobileye / Form 10-K / 2026-02-12)
Customers: Mobileye names large Tier 1 suppliers and transportation operators.
> "In 2025, our three largest Tier 1 customers, which were ZF, Valeo, and Aptiv, accounted for 30%, 17%, and 15%, respectively, of our revenue, compared to 27%, 20%, and 14%, respectively, in 2024." (Mobileye / Form 10-K / 2026-02-12)
> "We and our vehicle development partners will then market these vehicles and systems through business-to-business channels into a range of transportation network operators, with announced demand-side customers including Deutsche Bahn, Beep, Holo / Ruter, Lyft…" (Mobileye / Form 10-K / 2026-02-12)
Mobileye also notes an important OEM shift on its own record:
> "For example, Tesla had previously incorporated our ADAS solutions in their vehicles but transitioned to their own in-house ADAS solutions in 2017." (Mobileye / Form 10-K / 2026-02-12)
Partnerships on product launches show OEM targets:
> "During 2025, we made significant progress in the execution of the second generation of SuperVision™, based on EyeQ™6 High, targeting a number of upcoming vehicle launches with VW Group brands Porsche and Audi." (Mobileye / Form 10-K / 2026-02-12)
Competition is broad and explicitly named across silicon, AMaaS and consumer AV categories.
> "Our silicon provider competitors include Ambarella, Advanced Micro Devices, Arriver / Qualcomm, Black Sesame Technologies, Horizon Robotics, Huawei, NVIDIA, NXP, Renesas Electronics, and Texas Instruments." (Mobileye / Form 10-K / 2026-02-12)
> "AMaaS competitors include Cruise, Tesla, Motional, Waymo, NVIDIA, Yandex, and Zoox in the United States and Europe and Auto X, Baidu, Deeproute.ai, Didi Chuxing, Momenta, Pony.ai and WeRide in China." (Mobileye / Form 10-K / 2026-02-12)
> "Consumer AV competitors include Sony and Tesla, who are developing self-driving vehicles for consumers." (Mobileye / Form 10-K / 2026-02-12)
Finally, other public companies have mentioned Mobileye in their own filings: Qualcomm ([QCOM](https://jodie.ai/t/QCOM)) calls Mobileye a partner (2026-04-29), Ambarella ([AMBA](https://jodie.ai/t/AMBA)) calls Mobileye a competitor (2026-06-02), Aurora ([AUR](https://jodie.ai/t/AUR)) and Via ([VIA](https://jodie.ai/t/VIA)) list Mobileye as a competitor in their filings (dates as disclosed). Those are third-party acknowledgments rather than Mobileye’s own statements.
This map isn’t a thesis. It’s a reading of Mobileye’s own disclosures: who supplies its chips, who hosts its cloud, who buys or bundles its systems, who it partners with for launches, and who publicly files that Mobileye matters to them.
*These are relationships Mobileye disclosed in its SEC filings, mapped by jodie's analytics. This is not investment advice.*