Mobileye Global Inc. Presents at Morgan Stanley’s 11th Annual Laguna Conference, Sep-13-2023 10:30 AM Summary - Thomson StreetEvents

Mobileye Global Inc. Presents at Morgan Stanley’s 11th Annual Laguna Conference, Sep-13-2023 10:30 AM Summary

Mobileye Global Inc. Presents at Morgan Stanley’s 11th Annual Laguna Conference, Sep-13-2023 10:30 AM Summary - Thomson StreetEvents
Mobileye Global Inc. Presents at Morgan Stanley’s 11th Annual Laguna Conference, Sep-13-2023 10:30 AM Summary
Published Sep 13, 2023
10 pages (6348 words) — Published Sep 13, 2023
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Abstract:

Preliminary Brief of MS.N presentation 13-Sep-23 5:30pm GMT

  
Brief Excerpt:

...A. The expectation in China, which is the market where this technology is moving the fastest and the technology iteration is the fastest -- the expectation was like, okay, Mobileye has -- they're using 50 tops of processing power in their vehicle and Xpeng is using 1,000 tops. B. I mean even in Israel, like Chinese vehicles are maybe 30% of the market now after being in market for 2 or 3 years C. Tesla says they're no longer doing labeling, not even auto labeling and that's freeing up 40% of the GPU capacity. D. And so we're seeing efforts that are using 2 NVIDIA boards and a Qualcomm board, so probably more than $1,000 of compute and with LiDARs and radars and tons more sensors than we have. E. And we can provide -- supervision is essentially roughly 1,500 to us and maybe $2,000 total bill of materials to the OEM....

  
Report Type:

Brief

Source:
Company:
Morgan Stanley
Ticker
MS.N
Time
5:30pm GMT
Format:
PDF Adobe Acrobat
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MLA:
Thomson StreetEvents. "Mobileye Global Inc. Presents at Morgan Stanley’s 11th Annual Laguna Conference, Sep-13-2023 10:30 AM Summary" Sep 13, 2023. Alacra Store. May 14, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Mobileye-Global-Inc-Presents-at-Morgan-Stanley-s-11th-Annual-Laguna-Conference-Sep-13-2023-10-30-AM-B15741243>
  
APA:
Thomson StreetEvents. (2023). Mobileye Global Inc. Presents at Morgan Stanley’s 11th Annual Laguna Conference, Sep-13-2023 10:30 AM Summary Sep 13, 2023. New York, NY: Alacra Store. Retrieved May 14, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Mobileye-Global-Inc-Presents-at-Morgan-Stanley-s-11th-Annual-Laguna-Conference-Sep-13-2023-10-30-AM-B15741243>
  
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