# Who are Mobileye's customers? Who does Mobileye earn revenue from?
Canonical: https://valuechain.wiki/mobileye · Facet: customers · Updated: 2026-07-12T04:02:58.465+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Mobileye's confirmed revenue counterparties include 지리·지커 plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 3 revenue edges, backed by 7 dated sources, 2 of them primary filings (as of 2026-07-12).

### 자동차 OEM (EyeQ ADAS 칩) (high)
- note: EyeQ ADAS chips to global automakers (230M+ vehicles, $24.5B 8-year pipeline).
- [confirms] 24/7 Wall St (EN, research, published 2026-04-01) https://247wallst.com/investing/2026/04/01/mobileye-is-the-dominant-global-adas-supplier-berenberg-just-initiated-a-buy-rating/: "EyeQ ADAS chips to global automakers (230M+ vehicles, $24.5B 8-year pipeline)."
- [confirms] SEC EDGAR (Mobileye 10-K) (EN, filing, published 2026-02-12) https://www.sec.gov/Archives/edgar/data/0001910139/000110465926014300/mbly-20251227x10k.htm: "Mobileye Global Inc. Form 10-K (FY2025)"
- [confirms] Mobileye (EN, filing, published 2026-01-29) https://ir.mobileye.com/news-releases/news-release-details/mobileye-releases-fourth-quarter-and-full-year-2025-results-and: "EyeQ ADAS chips to global automakers (230M+ vehicles, $24.5B 8-year pipeline)."
- [confirms] Edaily (KO, news, published 2026-01-22) https://edaily.co.kr/News/Read?mediaCodeNo=257&newsId=05579286645320344: "[美특징주]모빌아이, 2025년 4Q 실적 실망"
- [confirms] Investing.com Korea (KO, news, published 2026-01-05) https://kr.investing.com/news/company-news/article-93CH-1772586: "미국 자동차 제조업체, 모빌아이 EyeQ6H 자율주행 시스템 선정"

### Intel (high)  → /intel.md
- note: Intel is Mobileye's controlling parent — ~77.0% of common stock, ~96.9% voting power (FY25 10-K).
- [confirms] SEC EDGAR (Mobileye 10-K) (EN, filing, published 2026-02-12) https://www.sec.gov/Archives/edgar/data/0001910139/000110465926014300/mbly-20251227x10k.htm: "Mobileye Global Inc. Form 10-K (FY2025)"
- [confirms] Edaily (KO, news, published 2026-01-22) https://edaily.co.kr/News/Read?mediaCodeNo=257&newsId=05579286645320344: "[美특징주]모빌아이, 2025년 4Q 실적 실망"

### 지리·지커 (high)  → /geely-auto.md
- note: Zeekr is the first series-production platform for Mobileye SuperVision; Mobileye supplies smart-driving chips and software to the Geely group.
- [confirms] Mobileye (EN, news, published 2024-01-08) https://www.mobileye.com/news/mobileye-supervision-pilot-functions-added-to-110000-zeekr-vehicles/: "Mobileye SuperVision Pilot functions added to 110,000 ZEEKR vehicles."

### 로보택시·셔틀 (SuperVision·Chauffeur) (mid)
- note: SuperVision and Chauffeur stacks to robotaxis and shuttles.
- [confirms] CoinCentral (EN, news, published 2026-01-01) https://coincentral.com/mobileye-mbly-stock-climbs-eyeq-chip-demand-robotaxi-progress-drive-rally/: "SuperVision and Chauffeur stacks to robotaxis and shuttles."

Reverse side: https://valuechain.wiki/mobileye/suppliers.md · Ripple: https://valuechain.wiki/mobileye/ripple.md

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Full node: https://valuechain.wiki/mobileye.md · JSON: https://valuechain.wiki/mobileye.json