# If Mobileye moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/mobileye · Facet: ripple · Updated: 2026-07-12T04:02:58.465+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Mobileye is directly linked to 4 companies (2 supply, 1 revenue, 1 investment relationships) and reaches 48 companies within two hops; the links are backed by 8 dated sources, 2 of them primary filings (as of 2026-07-12).

Mobileye operates across Autonomous driving & ADAS chips (EyeQ). It remained weak at -47.6% in 2025 and -18% in 2026. The supply side (avg +72.1%) has moved harder than the stock (-18%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is STMicroelectronics (+102.2%) and the furthest behind is Geely Auto (+10.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. The chip axis of the AV chain, selling vision compute to automakers.

## Demand chain (leading)
- T1 Geely Auto (https://valuechain.wiki/geely-auto.md)

## Supply chain (benefiting)
- T1 STMicroelectronics (https://valuechain.wiki/stmicroelectronics.md)
- T2 Wolfspeed (https://valuechain.wiki/wolfspeed.md)
- T2 Synopsys (https://valuechain.wiki/synopsys.md)
- T2 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T2 Cohu (https://valuechain.wiki/cohu.md)
- T1 TSMC (https://valuechain.wiki/tsmc.md)
- T2 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T3 MKS Instruments (https://valuechain.wiki/mks-instruments.md)
- T3 TCK (Tokai Carbon Korea) (https://valuechain.wiki/tck.md)
- T3 Advanced Energy Industries (https://valuechain.wiki/advanced-energy.md)
- T3 Ichor Holdings (https://valuechain.wiki/ichor-holdings.md)
- T3 SMC Corporation (https://valuechain.wiki/smc.md)
- T2 Lam Research (https://valuechain.wiki/lam-research.md)
- T3 Wonik QnC (https://valuechain.wiki/wonik-qnc.md)
- T2 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 Siemens AG (https://valuechain.wiki/siemens-ag.md)
- T2 SCREEN Holdings (https://valuechain.wiki/screen-holdings.md)
- T2 JSR Corporation (https://valuechain.wiki/jsr.md)
- T3 Yokogawa Electric (https://valuechain.wiki/yokogawa-electric.md)
- T2 Lasertec (https://valuechain.wiki/lasertec.md)
- T2 Tokyo Ohka Kogyo (TOK) (https://valuechain.wiki/tokyo-ohka.md)
- T2 Disco Corporation (https://valuechain.wiki/disco.md)
- T2 Entegris (https://valuechain.wiki/entegris.md)
- T2 KLA (https://valuechain.wiki/kla.md)
- T2 Onto Innovation (https://valuechain.wiki/onto-innovation.md)
- T2 ASM International (https://valuechain.wiki/asm-international.md)
- T2 Resonac (https://valuechain.wiki/resonac.md)
- T2 Hitachi High-Tech (https://valuechain.wiki/hitachi-hightech.md)
- T3 Hitachi (https://valuechain.wiki/hitachi.md)
- T2 BESI (https://valuechain.wiki/besi.md)
- T2 HPSP (https://valuechain.wiki/hpsp.md)
- T2 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.md)
- T3 Hana Materials (https://valuechain.wiki/hana-materials.md)
- T2 Shin-Etsu Chemical (https://valuechain.wiki/shin-etsu.md)
- T2 SUMCO Corporation (https://valuechain.wiki/sumco.md)
- T2 GlobalWafers (https://valuechain.wiki/globalwafers.md)
- T2 Teradyne (https://valuechain.wiki/teradyne.md)
- T2 Advantest (https://valuechain.wiki/advantest.md)
- T2 Global Unichip (https://valuechain.wiki/global-unichip.md)
- T2 Ebara (https://valuechain.wiki/ebara.md)
- T2 Linde (https://valuechain.wiki/linde.md)
- T3 ExxonMobil (https://valuechain.wiki/exxonmobil.md)
- T2 Air Liquide (https://valuechain.wiki/air-liquide.md)
- T2 Fujimi Incorporated (https://valuechain.wiki/fujimi.md)
- T2 Leeno Industrial (https://valuechain.wiki/leeno.md)
- T2 Photronics (https://valuechain.wiki/photronics.md)
- T3 Hoya Corporation (https://valuechain.wiki/hoya.md)
- T2 ASML (https://valuechain.wiki/asml.md)
- T3 Carl Zeiss SMT (https://valuechain.wiki/carl-zeiss-smt.md)
- T3 TRUMPF (https://valuechain.wiki/trumpf.md)
- T3 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T2 Qnity Electronics (https://valuechain.wiki/qnity-electronics.md)
- T3 DuPont (https://valuechain.wiki/dupont.md)
- T2 EO Technics (https://valuechain.wiki/eo-technics.md)
- T1 Intel (https://valuechain.wiki/intel.md)
- T2 Simmtech (https://valuechain.wiki/simmtech.md)
- T2 PSK Inc (https://valuechain.wiki/psk-inc.md)
- T2 Unimicron (https://valuechain.wiki/unimicron.md)
- T3 Ajinomoto (https://valuechain.wiki/ajinomoto.md)
- T2 Shinko Electric Industries (https://valuechain.wiki/shinko.md)
- T2 Ibiden (https://valuechain.wiki/ibiden.md)
- T2 AT&S (https://valuechain.wiki/at-s.md)
- T2 Merck KGaA (EMD) (https://valuechain.wiki/merck-kgaa.md)
- T3 Veeva Systems (https://valuechain.wiki/veeva-systems.md)
- T2 Nikon (https://valuechain.wiki/nikon.md)
- T3 Sony Semiconductor Solutions (https://valuechain.wiki/sony-semiconductor.md)
- T3 Tower Semiconductor (https://valuechain.wiki/tower-semiconductor.md)

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