“Ngo-2008, kwaba ngeyokuqala ukuthola i-Lane Departure Warning (LDW) kanye ne-Traffic Sign Recognition (TSR); ngo-2009, kwaba ngeyokuqala ukuthola i-Automatic Emergency Braking (AEB) yabahamba ngezinyawo; ngo-2010, kwaba ngeyokuqala finyelela i-Forward Collision Warning (FCW); ngo-2013, bekungokokuqala ukuzuza i-Automatic Cruise (ACC)......"
I-Mobileye, iphayona lokushayela okuzenzakalelayo, yake yathatha u-70% wemakethe ye-ADAS, nabancintisana nabo abambalwa eminyakeni yokuqala.Imiphumela emihle kangaka ivela kusethi yezixazululo zebhizinisi ezihlanganiswe ngokujulile "ze-algorithm+chip", eyaziwa ngokuthi "imodi yebhokisi elimnyama" embonini.
"Imodi yebhokisi elimnyama" izopakisha futhi ilethe ukwakheka okuphelele kwe-chip, isistimu yokusebenza, isoftware yokushayela ehlakaniphile nehadiwe.Ngezinzuzo zokusebenza kahle nezindleko, esigabeni sezimoto ezihlakaniphile ze-L1~L2, kuzosiza amabhizinisi ezimoto ukufeza imisebenzi yesixwayiso sokushayisana kwe-L0, ukubhuleka okuphuthumayo kwe-L1 AEB, uhambo oluhlanganisiwe lwe-L2, njll., futhi luwine ozakwethu abaningi.
Kodwa-ke, eminyakeni yakamuva, izinkampani zezimoto zine "de Mobileye" ngokulandelana, uTesla usephendukele ekuzicwaningeni, iBMW ihlangene neQualcomm, "Weixiaoli" namanye amabhizinisi amasha okwenza izimoto atshale imali eNvidia, kanti iMobileye iye yawa kancane kancane. ngemuva.Isizathu kusewuhlelo "lwemodi yebhokisi elimnyama".
Ukushayela okuzenzakalelayo kwezinga eliphezulu kudinga amandla amakhulu ekhompyutha.Amabhizinisi ezimoto aseqalile ukunamathisela ukubaluleka kuhlaka oluyisisekelo lwe-algorithm yokushayela okuzenzakalelayo.Kudingeka basebenzise idatha yemoto ukuze bathuthukise amakhono e-algorithm futhi bachaze ama-algorithms ahlukene.Ukusondelana "kwemodeli yebhokisi elimnyama" kwenza kube nzima ngezinkampani zezimoto ukwabelana ngama-algorithms nedatha, ngakho-ke kufanele ziyeke ukubambisana neMobileye futhi ziqhubekele kubancintisana nabo abasha eNvidia, Qualcomm, Horizon nakwezinye izimakethe.
Ngokuvula kuphela singakwazi ukuzuza ukubambisana kwesikhathi eside.UMobileye ukwazi kahle lokhu.
Ngomhla zi-5 kuJulayi 2022, i-Mobileye yakhulula ngokusemthethweni ikhithi yokuqala yokuthuthukisa isofthiwe (i-SDK) ye-EyeQ system integration chip, i-EyeQ Kit.I-EyeQ Kit izosebenzisa ngokugcwele izakhiwo ezisebenza kahle kakhulu ze-EyeQ6 High kanye ne-EyeQ Ultra ukuze amabhizinisi ezimoto akwazi ukusebenzisa amakhodi ahlukanisiwe namathuluzi okusebenza kwekhompuyutha yabantu kuplathifomu ye-EyeQ.
U-Amnon Shashua, uMongameli kanye ne-CEO ye-Mobileye, uthe: "Amakhasimende ethu adinga ukuguquguquka nekhono lokuzakhela. Kudingeka bahlukanise futhi bachaze izinhlobo zabo nge-software."
Ingabe i-Mobileye, "i-Big Brother", ingalungisa kabusha isimo sokuncintisana sisuke emgwaqeni ovaliwe wokuzisiza?
Ngokombono wemakethe yokushayela ezenzakalelayo yezinga eliphezulu, i-Nvidia ne-Qualcomm baqhamuke nezixazululo ze-cross domain super "2000TOPS" zesizukulwane esilandelayo sezakhiwo zikagesi zezimoto.I-2025 iyindawo yokukhululwa.Ngokuphambene, i-Mobileye EyeQ Ultra chip, nayo okuhlelwe ukuthi ikhishwe ngo-2025, inamandla okwenza ikhompuyutha angu-176TOPS, isahlezi ezingeni eliphansi lamandla ekhompiyutha okushayela okuzenzakalelayo.
Kodwa-ke, imakethe yokushayela ezizimele ye-L2~L2+ esezingeni eliphansi, okungamandla amakhulu e-Mobileye, nayo "idunwe" yi-Horizon.I-Horizon ihehe ama-OEM amaningi ngemodi yayo yokubambisana evulekile.Uhambo lwayo lunama-chips amahlanu (i-chip eyinhloko ye-Mobileye, i-EyeQ5, umkhiqizo wesikhathi esifanayo), futhi amandla ayo okwenza ikhompuyutha afinyelele ku-128TOPS.Imikhiqizo yayo ingenziwa ngokwezifiso ngokujula ngokwezidingo zamakhasimende.
Ngokusobala, i-Mobileye yaphasa kuphela umjikelezo omusha wokuncintisana komkhiqizo wokushayela okuzenzakalelayo.Kodwa-ke, "inzuzo yokuqala yokuhambisa" ingamisa okwesikhashana indawo yayo yemakethe.Ngo-2021, ukuthunyelwa kwama-Mobileye's EyeQ chips kuzofinyelela ezigidini eziyi-100;Ngekota yesibili ka-2022, i-Mobileye izuze irekhodi lemali engenayo.
Ngemuva kweMobileye, esenkingeni, kunomhlengi - inkampani engumzali wayo, i-Intel.Esikhathini lapho imikhiqizo kunzima ukuyishayela, kufanele siqonde emakethe ye-MaaS futhi silolonge kabusha amandla okushayela ngamasu okuhlukahluka.Mhlawumbe yi-Intel ne-Mobileye abenze isakhiwo somjikelezo olandelayo wokuncintisana.
NgoMeyi 4, 2020, i-Intel yathola i-Moovit, inkampani yesevisi yezokuvakasha yakwa-Israeli, ukuze ivule indlela yesakhiwo sezimboni ze-Mobileye "kusuka kubuchwepheshe bokushayela okusizwayo kuye ezimotweni ezizimele".Ngo-2021, abakwaVolkswagen kanye neMobileye bamemezele ukuthi bazokwethula ngokuhlanganyela insiza yamatekisi angashayeli ebizwa ngokuthi “New Mobility in Israel” kwa-Israel.I-Mobileye izohlinzeka ngesofthiwe yokushayela okuzenzakalelayo yezinga le-L4 kanye ne-hardware, futhi i-Volkswagen izohlinzeka ngezimoto zikagesi ezihlanzekile.Ngo-2022, iMobileye ne-Krypton bamemezele ngokuhlanganyela ukuthi bazosebenzisana ukwakha imoto entsha kagesi esetshenziswayo enekhono lokushayela elizenzakalelayo le-L4.
"Ukuthuthukiswa kwe-Robotaxi kuzothuthukisa ikusasa lokushayela okuzenzakalelayo, okulandelwa ukukhula kwebanga lomthengi i-AV. I-Mobileye isesimweni esiyingqayizivele kuyo yomibili le mikhakha futhi ingaba umholi."U-Amnon Shashua, umsunguli weMobileye, uthe embikweni wonyaka ka-2021.
Ngasikhathi sinye, i-Intel ihlela ukukhuthaza ukufakwa kuhlu okuzimele kwe-Mobileye ku-NASDAQ ngekhodi yesitoko ethi "MBLY".Ngemuva kokufakwa ohlwini, ithimba labaphathi abaphezulu beMobileye lizoqhubeka nokusebenza, futhi uShashua uzoqhubeka nokusebenza njenge-CEO yenkampani.I-Moovit, ithimba lezobuchwepheshe le-Intel elibambe iqhaza ekwakhiweni kwe-laser radar ne-4D radar, namanye amaphrojekthi e-Mobileye azoba yingxenye yohlu lwawo.
Ngokuhlukanisa i-Mobileye, i-Intel ingahlanganisa kangcono izinsiza zokuthuthukisa i-Mobileye ngaphakathi, futhi ithuthukise ukuguquguquka kokusebenza kwe-Mobileye.Isikhulu se-Intel uPat Gelsinger wake wathi: "Njengoba abakhiqizi bezimoto emhlabeni wonke bechitha izigidigidi zamaRandi ukusheshisa ukuguqulwa kwezimoto zikagesi nezimoto ezizimele, le-IPO izokwenza i-Mobileye ibe lula ukukhula."
Ngenyanga edlule, iMobileye yamemezela ukuthi isiwafakile amaphepha ezicelo zokufakwa ohlwini lwe-IPO eMelika.Ngenxa yesimo esingesihle semakethe yamasheya yaseMelika, idokhumenti ethunyelwe nguMobileye kwi-US Securities and Exchange Commission ngoLwesibili ibonise ukuthi inkampani ihlela ukuthengisa amasheya ayizigidi ezingama-41 ngentengo yamadola ayi-18 kuya kwangama-20 isheya ngalinye, inyusa amaRandi angama-820. million, kanti ukulinganisa okuhlosiwe kwalolu daba bekulinganiselwa ku-$16 billion.Lesi silinganiso phambilini besilinganiselwa ku-$50 billion.
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Isikhathi sokuthumela: Oct-31-2022