- Mobileye Drive will deploy Innoviz lidar technology across its planned robotaxi fleet starting in 2027.
- The program represents a potential opportunity exceeding 150,000 lidar units as fleet expansion progresses.
Mobileye has selected lidar technology from Innoviz Technologies Ltd. for its Mobileye Drive autonomous vehicle platform, according to an announcement made on June 22. The collaboration supports Mobileye’s vertically integrated robotaxi business and represents a significant commercial opportunity for Innoviz. The company estimates the program could require more than 150,000 lidar units over its lifecycle. Mobileye plans to begin deploying its initial robotaxi fleet in 2027, with expansion expected to reach approximately 17,000 vehicles during the subsequent five years.
Innoviz Lidar Integrated Into Mobileye Drive Platform
Mobileye Drive operates as a standalone self-driving system designed for autonomous transportation services. Within the platform architecture, Innoviz lidar sensors work alongside Mobileye’s imaging radars and high-resolution camera systems to create a comprehensive environmental perception stack. The lidar technology provides the three-dimensional sensing capability required for safe and reliable navigation in dense and complex urban environments, enabling the platform to detect and interpret surrounding objects with greater accuracy.
Nine InnovizTwo Sensors Deliver Full Vehicle Coverage
The current Mobileye Drive configuration incorporates a combination of InnovizTwo Long-Range and Short-to-Mid-Range lidar sensors. Each vehicle is equipped with nine lidar units positioned to provide complete 360-degree coverage around the vehicle. This sensor arrangement is designed to support autonomous operation by delivering detailed environmental data from multiple directions, helping the platform maintain situational awareness in varying traffic and road conditions.
Robotaxi Expansion Creates Significant Volume Opportunity
Mobileye intends to operate its own autonomous ride-hailing service by combining the Mobileye Drive self-driving platform with the mobility capabilities of its Moovit subsidiary. The service ecosystem will also include fleet management systems and teleoperation infrastructure to support vehicle operations. With nine InnovizTwo lidar units integrated into every vehicle, the planned fleet rollout translates into a potential demand exceeding 150,000 lidar units, highlighting the scale of the commercial opportunity associated with the robotaxi program.
Frequently Asked Questions
What role will Innoviz lidar technology play in the Mobileye Drive robotaxi platform?
Innoviz lidar technology serves as the three-dimensional sensing layer within the Mobileye Drive autonomous driving platform. The sensors operate alongside imaging radars and high-resolution cameras to provide comprehensive environmental perception. This integrated sensor suite helps the platform detect objects, understand surrounding conditions, and navigate complex urban environments safely. Each vehicle uses nine InnovizTwo lidar units to achieve full 360-degree coverage, supporting reliable autonomous operation across a wide range of driving scenarios.
How large is the commercial opportunity for Innoviz in the Mobileye robotaxi program?
The Mobileye robotaxi deployment represents a significant volume opportunity for Innoviz, with the company estimating demand of more than 150,000 lidar units. Mobileye plans to launch its initial autonomous fleet in 2027 and gradually scale operations to approximately 17,000 vehicles over the following five years. Since each vehicle integrates nine InnovizTwo lidar sensors, the fleet expansion creates substantial long-term demand for lidar hardware as the autonomous ride-hailing service grows.
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