The brief

Analyst view

• Dominant ADAS chipmaker (EyeQ in millions of vehicles); scaling Level 4 with VW, Audi, Porsche and Uber, Lyft robotaxis.
• Drive Level 4 testing in LA with Uber (2026); driverless service 2027. European trials (Oslo, Hamburg) starting 2026.
• SuperVision (Level 3) and Chauffeur (Level 4 prototype with EyeQ6) in development; SOP 2027–2028 for premium brands.

Technical approach

As reported

Modular Platform

One architecture, five autonomy levels

One software stack from Level 2 to Level 4 using same perception and planning modules, reducing OEM development cost.

Sensor Fusion

Triple redundancy: cameras, lidar, radar

Drive uses 13 cameras, 9 lidars, 5 radars (27 total). Each fails independently; system survives loss of any one.

REM & Mapping

Road Experience Management

Proprietary mapping layer records road conditions; shared by fleet so each new city ramp-up is faster.

EyeQ Chips

Purpose-built hardware

EyeQ SoC handles perception and planning; EyeQ6 newest, supporting Level 4 with production vehicle power budget.

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