# 모빌아이의 주요 공급사는 어디인가? 모빌아이의 비용은 누구에게 가는가?
Canonical: https://valuechain.wiki/mobileye · Facet: suppliers · Updated: 2026-07-12T04:02:58.465+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**인용용 요약**: 모빌아이의 확인된 공급·비용 상대는 ST마이크로일렉트로닉스·TSMC 외 익명·묶음 관계 1건이다. 밸류체인 그래프 기준 비용 엣지 3건, 근거 출처 3건 중 1차공시 2건 (valuechain.wiki, 2026-07-12 기준).

### ST마이크로일렉트로닉스 (high)  → /stmicroelectronics.md
- note: EyeQ SoC 단독 위탁생산·공동개발사(6세대까지, EyeQ6 포함)·첨단 패키징/테스트.
- [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] Power Systems Design (EN, news, published 2016-05-18) https://www.powersystemsdesign.com/articles/mobileye-and-stmicro-to-develop-next-gen-eyeq5-soc-solution-for-autonomous-vehicles/35/10161: "Mobileye and STMicro to develop next-gen EyeQ5 SoC"

### TSMC (mid)  → /tsmc.md
- note: EyeQ Ultra 등 첨단 칩을 TSMC 파운드리에서 위탁생산.
- [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 Ultra 등 첨단 칩을 TSMC 파운드리에서 위탁생산."

### 위탁생산·소재 (비공개) (low)
- note: 파운드리 위탁·소재·R&D.
- [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: "파운드리 위탁·소재·R&D."

반대 방향: https://valuechain.wiki/mobileye/customers.md · 파급: https://valuechain.wiki/mobileye/ripple.md

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전체 노드: https://valuechain.wiki/mobileye.md · JSON: https://valuechain.wiki/mobileye.json