I listened to MobileEye's earnings call a few days ago, and the CEO is saying that their next system will have 8 cameras and that's all they think we'll need to become fully autonomous. It'll be enabled over time with software updates. Tesla is naturally first to market, and this new hardware suite is rolling out soon.
EM has stated that it's cost prohibitive to upgrade from non-AP to AP which makes sense because there's a significant amount of body work that needs to be done to install the sonar and radar. This next evolution is just 8 cameras plus 5 MobileEye chips, which seems a lot more feasible to install aftermarket. It's a matter of mounting the cameras and wiring everything up. MobileEye sells the chips for $200 or so, the 8 cameras cost maybe $200, add labor and high service profit margin, you're probably talking $2k. Sign me up
EM has stated that it's cost prohibitive to upgrade from non-AP to AP which makes sense because there's a significant amount of body work that needs to be done to install the sonar and radar. This next evolution is just 8 cameras plus 5 MobileEye chips, which seems a lot more feasible to install aftermarket. It's a matter of mounting the cameras and wiring everything up. MobileEye sells the chips for $200 or so, the 8 cameras cost maybe $200, add labor and high service profit margin, you're probably talking $2k. Sign me up