Volkswagen Group’s announcement in January it would switch from Mobileye’s to Qualcomm’s assisted-driving chip/software for its next-generation electric platform signaled the loss of one of the Intel-owned company’s biggest customers. Since then, however, VW Group changed management at its Cariad software arm and Mobileye subsequently announced potentially its most significant supply win yet. Its new SuperVision driver-assistance system will go into next-generation models for VW Group’s flagship brand, Porsche. Automotive News Europe Correspondent Nick Gibbs recently spoke to Mobileye founder and CEO Amnon Shashua about the company's turnaround.
Cariad said in January it had partnered with Qualcomm for Volkswagen Group’s next-generation software/vehicle platform, replacing Mobileye. Now Porsche has announced it will take SuperVision. What is the significance of this?
This opens the door to much broader volumes. It’s not just Porsche. Success here really means, I believe, a very, very long-term relationship because this system is so complex and the performance is so high that once it's in the car, you don't go and replace it with something from some other supplier. It's not just the brand, it is an entry to the entire group of what we think is a redefinition of premium.