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I agree, which is why hiring Jim Keller is so intriguing. It is very possible that people who are thinking that AP 2.0 will hit the market soon are going to be disappointed. Bear in mind that these days you can build semi custom silicon with things like ARM processor engines (just like Apple does). Tesla might very well make their own chip, but it may be based on various compute engines/blocks.
The chip guru who built Apple’s Ax microprocessors joins Tesla to lead the Autopilot Hardware Engineering team
Yes but even making an ARM variant require a big tools groups to do compiler and optimization work, unless you are truly just apeing a reference design, and in that case why not buy an SoC? I'd love to be wrong, I often am.
CHG-ON
Still in love after all these miles
You're assuming Mobileye has reliable information as to the current status of TeslaVision. Just as likely (if not more) they are simply rolling the dice. Now or never. Just a guess that Tesla isn't ready.
But they aren't "switching" to radar, they upgraded radar from being a small sub-player, to being a major player along side the camera. Radar still can't see the line markings, etc. so they have to use a camera for that. It just means they have some additional information that can see in different circumstances so they can make better, and safer, decisions now.
deonb
Active Member
Yeah, but they'll get married again. Then file for divorce, then retract the divorce, then file for divorce again...
deonb
Active Member
Where do you get that from?
Their hardware is in almost every vehicle GM has made for the last 4 years to start. And Mercedes......... Waaaaaaaayyyyy more vehicles than Tesla - orders of magnitude more.
Recognized as world leader Mobileye has been selected by a wide range of global automotive companies for their production vehicles, including BMW, GM, Volvo, Hyundai, Renault Trucks and more. To date, Mobileye’s technology has been implemented and launched by BMW on multiple production platforms: 5-Series, 6-Series, 7-Series, Volvo S80, S60, XC70, XC60 and V70 models, and GM on the Buick Lucerne, Cadillac DTS and STS.
From their website. Front page.
During their last earnings call (before the "breakup") one of the analysts asked Ziv Avriam to rank his biggest customers and he said Tesla, GM and BMW. So there's that. I also personally believe Tesla was their highest profile customer due to their level of development in using this technology. I would think the web page you referenced underwent significant changes since the recent public back and forth so there's not much value there.
Changing your statement from "largest customer" to "highest profile customer" is not cool.
By ranking them as their biggest customer to me that's the same as saying it was their largest. I prefaced my "highest profile" comment as being my personal opinion.
I believe that's correct. They are the highest profile. In terms of unit volume, they're not actually that significant - which is why Mobileye shares are not destroyed. They have a large and compelling business all their own.
Tesla will, IMHO, totally surpass what Mobileye have been doing because they have a totally connected fleet, in addition to a platform where they control all the software. Not just components, but an entire system / ecosystem. Game on!!! Nothing if not extremely exciting for us to watch!
Or even scarier, what is the improvements in radar mapping were required because Tesla has is required to stop using some feature or capability of the Mobileye due to the divorce? Obviously I hope that isn't true but if it were, we might end up with an AP that isn't as good as what we have now.
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