Mobileye doesn't have Elon Musk's star power or Google's billions. But it has something that's arguably even more important: a dominant position in today's market for advanced driver-assistance systems (ADAS). Mobileye had a very public split with Tesla back in 2016, but it continues to do business with a lot of other carmakers. Mobileye says it shipped 17.4 million systems last year, which means 17.4 million customers bought cars with Mobileye's cameras, chips, and software.
In a recent speech at the Consumer Electronics Show, Mobileye CEO Amnon Shashua made clear just how big of a strategic advantage this is. He laid out Mobileye's vision for the evolution of self-driving technology over the next five years. And he made it clear that he envisions Mobileye staying at the center of the industry.
For the last two years, we've touted Cadillac's Super Cruise as the gold standard for ADAS systems. Two features make Super Cruise stand out. First, it uses a driver-facing camera to verify that the driver's eyes are on the road. If not, the system forces the driver to take over. This feature addresses one of the biggest concerns with ADAS systems: that they could make drivers so complacent that they don't intervene when the technology malfunctions.
Second, Cadillac has pre-mapped more than 130,000 miles of freeways in the US and Canada. The system will only engage on those roads, which makes it much less likely that the system will get confused and make a dangerous mistake.
Read more here