Ankush BagotraMike Maccani Rajat SimhanShalini SinghShruti Srinivasan

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Founded: 1999Founders: Ziv Aviram, Amnon ShashuaHeadquarters: Amsterdam, Netherlands R&D Center : Jerusalem, IsraelRevenue: 143.6 million USD (2014)Stock price: MBLY (NYSE) $31.71Employees: 473

MobileyeDevelops vision-based Advanced Driver Assistance Systems (ADAS) 

– Keeps passengers safer on the roads– Reduces the risks of traffic accidents, saves lives– Potential to revolutionize the driving experience by enabling autonomous driving– In 237 car models from 20 OEMs by 2016, including BMW, General Motors and 

Volvo 

Source: https://en.wikipedia.org/wiki/Mobileye

Prof. Amnon Shashua of Mobileye: “The end goal is to make an impact. to be involved in something larger than life — something that will amaze and influence people.”

Photo by Nati Shohat, courtesy of Hebrew UniversitySource: http://www.israel21c.org/what-drives-israels-serial-entrepreneurs/

Product Overview

Advanced Driver Assistance Systems

– Forward Collision Warning (Mobileye FCW)– Pedestrian Collision Warning (Mobileye PCW)– Headway Monitoring Warning (Mobileye HMW)– Lane Departure Warning (Mobileye LDW)– Intelligent High-beam Control (IHC)– Traffic Sign Recognition

Product integrated to Smartphone, making road safety more accessible than ever.Fits all types of passenger cars, trucks, buses, RVs and fleet vehicles.High availability: operating day and night in almost every weather condition.Bluetooth capabilities-monitoring driving activity and issuing critical real time alerts via a Smartphone device.Provides a tool for driver evaluation and training

Business Growth

100 Different modelsBy 2016 expand 237 models from 20 original equipment manufacturers (OEMs)

20131999 2007

Raised $100MLead: Goldman Sachs

Raised: $890M

IPO PublicValuation: $4.2B

Raised $400M

Mobileye makes advanced safety features available off the shelf - CNET

Founded Yissum R&D Company

2014

Private Equity at a $1.5B Valuation

2015

Mobileye Revenue by Segment

Source: Securities and Exchange Commission Mobileye 2014 Annual Filing and Personal Database

Mobileye Revenue by Geography

Source: Securities and Exchange Commission Mobileye 2014 Annual Filing and Personal Database

http://www.goldmansachs.com/who-we-are/progress/mobileye/index.html?cid=PS_01_54_07_00_01_15_01

Interesting Facts

• Not typical “Start Up Nation”. R&D in Jerusalem. Headquartered in Amsterdam.

• Largest-ever IPO by an Israeli firm, raising $890 million at a valuation of over $7.5 billion

• Tesla offered a “public beta” of auto-steering and autonomous lane-changing software powered by Mobileye’s technology.

• Over 100 patents in the field

• Product deployment across 43 countries with massive data collection

Google will have self driving cars in 2020But what does that mean?

– Advanced Driver Assistance Systems– Partial Autonomous Vehicles (AV)– Full Autonomous Vehicles

Self Driving Cars

Growth of AV

What are consumers looking for?– 83% of consumers say advanced safety features are more important to

them than entertainment features– 30% of customers are willing to pay over $5,000 for AV features

Market– 2025: Partial AV will make up 12% or $36bn of total market sales– 2035: Full AV will make up 10% or $39bn of total market sales. $77bn

for Full AV & Partial AV

Future - Fully AV Fleets

Industry Numbers

Beyond Smart Cities: The Future of Urban Mobility

Competition

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Automotive industries Anti-Collision Alert system 

Israel and the Innovative Impulse

- 13 -http://mfa.gov.il/mfa/innovativeisrael/economy/pages/israel-innovation-day-to-take-place-in-holland-2-february-2016.aspx

“Israelis are not intimidated by obstacles, sometimes to the extent that obstacles are not even acknowledged because of the strong belief that we can overcome them.” says Prof. Amnon

In Israel, in order to be a realist you must believe in miracles.” – David Ben-Gurion, first Prime Minister of Israel

Thank You

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Strategic Questions

• Mobileye is working on an eight-camera combination to power autonomous-driving capabilities in cars. Can you share details about the project?

• Mobileye is now using deep-learning techniques to better help a car see. Can you comment about deep-learning techniques and how you will process the data in so less time?

• How would you self driving cars becoming a reality in terms of technology readiness, regulations and adoption?

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What other applications / markets does Mobileye foresee itself in or is going into?

What are the security risks associated with AV? How does Mobileye address security issues, such as hackers?

With more competitors entering the market space and OEM prices in AV are expected to decline 10% by 2025(BCG) , what steps is Mobileye taking in R&D to ensure that it remains a leader in the market and keep healthy margins?

What barriers of entry has Mobileye created as an early

mover and leader in this market space?

Strategic Questions