Mobileye ships 10.0 million EyeQ systems in Q2 2026 and raises full-year guidance

Mobileye Global Inc./EyeQ6 chips (EyeQ6 Lite and EyeQ6 High)

Mobileye shipped 10.0 million EyeQ and SuperVision systems in the second quarter of 2026, up 3% from a year earlier, but the average system price fell to $48.5 from $49.7 because of higher China export volumes. It added a high-volume Cloud-Enhanced ADAS design win with Stellantis and raised its full-year revenue guidance to $1.97-2.02 billion.

• EyeQ-related revenue: $485 million in the quarter
• Stellantis win: profit per unit roughly equal to Surround ADAS, over twice base ADAS
• Advanced product launches planned for late 2026 and through 2027