The Bosch and VW/Cariad partnership for ADAS and AV announced today fails to mention Mobileye. Does Volkswagen commit to Mobileye to gather REM Roadbook data towards the end of this decade?

One would think the Mobileye REM Roadbook contract is not year to year but rather a 3 or 5 year agreement.

The new BMW partnership with Qualcomm/Arriver and the new Volkswagen partnership with Bosch could limit resources to any current or renewable BMW and Volkswagen contracts with Mobileye in this decade.

1
we are acquiring the IP and capabilities to design our own software. And we are forming a world-class team with Bosch to join forces with our own software engineers who’ve been working on developing VW’s proprietary 2.0 software stack. Congrats to all who’ve made this happen!
2
the alliance nicely complements last year’s Hella Aglaia camera software acquisition and what we’re doing in the AD space with argoai and the ID BUZZ robotaxi.
3
in the end, it’ll be a game of vertical integration: From sensors to the latest and most precise road data, software and AI training loops for adequate perception and the compute power to take the right decisions in very diverse traffic situations worldwide.

vw use bosch in next year 2023 car
bosch work with vw for year

Your reference to early 2022 was poorly researched.

You author in May 2020 the intended date of a Robotaxi launch in Israel in early 2022. But legislation to allow Robotaxis only achieves draft form as of Dec 2021 (Reuters Dec 7). To imply a tecnological slowdown for the timeline implimentation is not substantiated. Mobileye then went on to add Munich to Robotaxi rollout because of acceleration in legislation in Germany in September 2021 for a mid 2022 rollout.

Israel eyes 400 self-driving electric taxis,

Is the CEO of Mobileye truly informing the public that a current 1000 hour MBTF for camera vision based automated driving system will improve to 10,000 hour MBTF by Q4 of 2023 when UDELV intends to have vehicles on the road with vision, lidar and radar. A 10x improvement in 21 months?

for the PDF download
1st slide reads CES 2020 Engines Powering L2 to L4

slide 10 labeled the Motivation
Behind Surround CV

pdf on intc dot com under news > presentation dated jan 7 2020
title Mobileye CES 2020 Presentation – Prof. Amnon Shashu

statistics NHTSA links

Waymo's fleet of AVs (690 max) drove 2.3 million miles in California between December 1, 2020 and November 30, 2021. "Waymo finished 2021 with 690 AVs in CA"

CA had a total of 1,397 DMV-approved vehicles in Dec 2021.

Cruise AV fleet stayed about 200 in CA in 2021, with 210 by end of year.

Still have found one news item about sdk for EyeQ in last 60 days with the exception of comment made by Ford.

No indication found yet that supports VW Group vehicles built upon the SSP platform architecture will incorporate Mobileye technology.

Also Interesting that Bosch and VW started collecting fleet road data in an alliance in 2021 and never mentions Mobileye. This collected data parallels the data Mobileye collects for REM yet no reference to Mobileye.

This recent news of both the VW and BMW change of development partnerships for ADAS for future platform architectures would make for a good case study.

here coming Foxconn

Samsung now building new central compute chip for Waymo. Amusing
Volkswagen wanted to take silicon IP in house but Bosch will force CUDA into Cariad stack. So much for owning silicon IP as well.

Complete malarkey to deny there does not exist an underground stream of inside knowledge about future plans in the AV industry given as much as the engineering talent jumps around. Loose lips is not a phenomenon but human nature. Give me a break. The Qualcomm automotive plans were well advanced by 2019. VW caught few by suprise with Bosch partnership. Silicon Valley does not move as fast as claimed when dealing with verticals. The list is endless.

simulator like Waymo, Cruise and Tesla.

mobileye loses adas business from major oem accounts for new ev platform architectures ....

going public on the exchanges only glosses over this loss of future business that intel cannot remedy

what is current mobileye moral ?

did any information provided in the investor day presentation from yesterday from the mobileye ceo surprise you?

Intel Announces That Mobileye Has Submitted S1 Draft Registration Statement

SEC S1 registration review is between 90 to 150 days.

Expect little news from Mobileye in the interim due to the quiet period.

Is The Information report about the Apple Titan car project reference to tests without relying on highly detailed, three-dimensional road maps accurate?

Does the Apple choice of AV maps over HD maps influence the robo industry?

July 27 2022 Times of Israel

Apple picks Jerusalem for new development center in Israel.

Johny Srouji, senior vice president of hardware technologies at Apple, was responsible for setting up the first two Israeli Research and Development centers where Apple now employs about 2,000 people.

The primary location of the new Apple Jerusalem development center is reported to be near or on the Givat Ram HUJI Safra campus.

Amnon Shashua comments and answers at CES several years ago about autonomous trucking not making sense especially for Mobileye and the industry is a moment few remember. Four years later it is quite different in the industry.

CEO of Mobileye on Twitter

Just a few weeks ago, we completed a multi-day, transcontinental road trip that put Mobileye SuperVision – our next-generation driver-assist system – to the test. It made extensive use of the Mobileye Roadbook, our AV map fueled by REM which provided the vehicle with a wealth of information about what to expect in its driving environment. The success of this latest test paves the road for the adoption of Mobileye SuperVision in additional vehicles, and we can’t wait to share what we have planned next.

strange comment by ceo - can't wait to share what we have planned next.

A PoC in the USA for the media?

Herbert Diess Linkedin post in May
All of below in single thread by HD.
-----

picture together of
Herbert Diess (VW), Tal Babaioff (Mobileye), Nakul Duggal (Qualcomm)

I visited Amnon Shashua (we share also the passion for motorbikes) and our former colleague Johann Jungwirth in Israel in February. The autonomous driving experience itself was very, very impressive. The L2++ camera only system manages the really complicated traffic in Israel, we drove for 45 minutes without any intervention – so it makes sense for us to implement Mobileye also in our next generation of software. ...

.... I had a great meeting two weeks ago in San Diego with Qualcomm-CEO Cristiano R. Amon and their Automotive Chief Nakul Duggal to align on our cooperation. The chips of Qualcomm’s Snapdragon Ride portfolio will be used in all Group vehicles with the unified CARIAD Software generation starting in the middle of the decade.

Important: That doesn’t mean that we stop to work with Intel – the opposite is going to be reality: We want to expand our very successful partnership with Mobileye, are already in talks. In the current ID.-vehicles the customers can already benefit from their great technology with the travel assist based on swarm data. And for the next generation of our software used by AUDI AG & Porsche AG we want to have Mobileye stronger implemented to enable the cars for convenient and reliable level 2 ++ automated driving.

Linkedin thread by HDiess
herbertdiess_trinity-software-activity

CTO
Congrats to FSD team for the great progress! Our Supervision system shares the camera-centric approach, but differs in some key elements. 1) Crowd-based HD map vs. SD map 2) Math-based vs. simulation-based driving policy 3) Multiple redundant systems vs. a single one.

Humans drive better when they are familiar with the road ahead. Furthermore, it is better to solve problems offline than to solve them online. Offline has more compute, knowledge of the future, optimal weather conditions, and the ability to validate quality.

With REM maps, we adjust driving style to the crowd behavior at each geographical region. This is a key aspect in generalizing our system to so many different places.

Our driving policy approach is unique. In a nutshell, we specify transparent assumptions on the behavior of other road users, and then calculate analytically the worst-case. That is, we use math formulas instead of simulating many possible futures.

For details on driving policy see:
youtube.com
Mobileye's Lean Driving Policy by CTO Prof. Shai Shalev-Shwartz

Tesla's perception system is based on one big "hydranet". It is a great solution. But, it is one great solution. There are many other great solutions. We believe in redundancy. Every piece of our system is solved by more than one approach.

We use e2e deep networks as well as decomposable methods, and even good old computer vision. Every single solution will suffer from diminishing returns at some point. Multiple redundant approaches can cover for each others.

Company today on Twitter
At Mobileye, we believe there’s more than one way to solve a problem. Our AV's robust sensing system utilizes three different tech engines: 1. Our legacy computervision backbone 2. Pixel-level segmentation 3. Vidar (visual detection and ranging).

SVP Johann Jungwirth

I am driving the Zeekr 001 every day, just returned from a 2.5 hour trip to the Dead Sea, experiencing already the next software release with the hands-free pilot in action - with driver monitoring ensuring eyes-on the road - driving me from Jerusalem to the Dead Sea and back, touching the steering wheel partially only about once every half an hour. Just amazing, can’t wait for the next over-the-air update offering the same driving experience to all customers.

We are already in the final validation stage of hands-off driving (eyes-on with driver monitoring) for the next major OTA release, offering the full AV driving experience in REM-mapped areas, in many parts of the world it means virtually everywhere and also parking assistance. I am personally experiencing it every day in the Zeek 001 and other vehicle platforms and it’s such a joy to let the car do the supervised driving.