If Mobileye is that far ahead and available for consumer cars, why the heck is Ford creating their own? Why not just partner with Mobileye and plug in the tech?
Well, the Guide House ranking is just their analysis of who they think is a leader, contender, challenger and follower based on certain criteria. They did not say Mobileye is far ahead. They just ranked Mobileye as a leader, with Waymo and Cruise.
I would argue that objectively ranking these companies is hard because some are doing consumer cars, some are doing robotaxis. So it is not an apples to apples comparison. Mobileye does not have driverless but they have L2 hands-free on 70,000+ cars in China and business deals with 9 brands to scale it to 1.2M vehicles by 2026. Mobileye is also actively testing their vision-only stack, their radar-lidar stack, and robotaxis with the full stack in multiple cities around the world. Mobileye also has a deal with a major premium brand to start production of L4 highway in 2026. Does that mean they are leader? Well, I guess it depends how you measure being ahead.
Personally, I think Ford should go with Mobileye. They could deploy Mobileye SuperVision for hands free driving and work with Mobileye to design a L4 consumer car for 2026. But Ford's recent announcement of founding Latitude AI to do L4 highway for them means a partnership with Mobileye is extremely unlikely at this point.
Can you install the Mobileye system on any car and the car will drive itself?
If you mean, can you buy a Mobileye kit and turn any old car into a self-driving car? No. Mobileye gives the hardware and software to the carmaker who then installs it on their vehicles that they sell. But the carmaker can take the Mobileye hardware and software and make their vehicle a self-driving car.
How many cars has Mobileye retrofitted with their hardware and software besides their test cars?
Right now, there are 70,000+ cars in China that have the Mobileye hardware and software for hands free L2. But Mobileye has deals with European and US carmakers to deploy their hardware and software on vehicles starting in 2024.
@diplomat33 can tell you more than I can, but my understanding is that they have kits that can be installed in older cars to give them essentially L2 with some basic Autopilot type functions. For L3+, they have solutions that they work with the mfg during the design phase to install their sensor suite and computer systems, and link in the control software to the car's MCU.
I don't think there are any Mobileye kits to turn a car into basic L2. You might be thinking of Comma.ai which has a L2 kit.
Mobileye works with carmakers to install SuperVision which is Mobileye's FSD stack with vision-only, rated as L2. Mobileye will also work with carmakers to install Chauffeur which is the same FSD stack but with cameras, radar and lidar and extra compute, rated as L4.