Mobileye 是自动驾驶技术领域被低估的领导者，拥有稳固的整车厂合作关系与订单储备，预计其未来角色将大于当前股价所反映的水平。
逐段跳播
我想先从 Mobileye 说起。Mobileye 是当今车辆自动驾驶技术的领导者，也就是你的车里可能配备的一级和低端二级自动驾驶技术。
The first one I want to start with is Mobileye. Mobileye is the leader in autonomous technology on vehicles today, level one and low-end level two autonomous technology that you may have in your vehicles.
这就是智能巡航、智能跟车、车道辅助。这些产品基本上已经成为行业标准，而 Mobileye 是为每年 3000 万辆汽车提供芯片和软件的领导者。
This is the smart cruise, smart follow, lane assist. These products have essentially become industry standard, and Mobileye is the leader providing the chips and software for both 30 million vehicles annually.
该公司每年产生约 20 亿美元的收入，并在过去一年产生了 3.88 亿美元的自由现金流。所以这是行业中的领导者，但如今却被投资者严重忽视。
The company generates about $2 billion a year in revenue and generated $388 million in free cash flow over the past year. So this is a leader in the industry but being very overlooked by investors today.
但有理由认为，Mobileye 可能在自动驾驶的未来中扮演重要角色。它们与世界上一些最大的汽车制造商建立了关系，主要是大众，而大众是最大的汽车制造商。
But there's reason to think that Mobileye may play a big role in the autonomous future. They They have relationships with some of the biggest automakers in the world, mainly Volkswagen, who is the largest automaker.
它们最大的合作伙伴是大众，但它们最近还与美国最大的汽车制造商之一签署了一项协议。它们拥有价值数十亿美元的订单储备和可见度，不仅要把这些公司提升到二级和三级自动驾驶，还要通过与大众子公司 MOIA 的合作，自己打造四级自动驾驶汽车。
Their biggest partnership is with Volkswagen but they also recently signed a deal with one of the biggest automakers in the US. They have billions of dollars worth of backlog and visibility, not only moving those companies up to level two and level three autonomy, but also building level four autonomous vehicles themselves through a partnership with MOIA, a subsidiary of Volkswagen.
而这是一家正在得克萨斯州奥斯汀测试车辆的公司，就像 Tesla 用 cybercab 所做的那样。但与 cybercab 不同，这是多传感器方案，因此有多重冗余。Mobileye 在欧洲也在进行类似的测试。
And this is a company that is testing vehicles in Austin, Texas, just like Tesla is doing with the cybercab. But unlike the cybercab, this is multi-sensor, so there are levels of redundancy. And Mobileye is doing similar testing in Europe as well.
现在 Mobileye 的优势在于，它们已经与所有这些 OEM 建立了联系。它们不必自己制造这些车辆，尽管它们可能正在为早期 robotaxi 测试这一点——届时它们将自行设计车辆并亲自推出，基本上是为了推动行业前进，类似于 Tesla 所做的，只不过它们已经拥有那些关系，可以在 robotaxi 开始规模化时成为一个模块化供应商。
Now the advantage for Mobileye is they're hooked into all of these OEMs already. They don't have to build these vehicles themselves, although they are potentially testing that for early robo-taxis where they're going to design the vehicle and actually launch it themselves to basically push the industry forward similar to what Tesla did except they already have those relationships to be a modular supplier as robo-taxis begin to scale.
所以想一想，如果你是一家像 Ford 或 Stellantis 这样的公司。你对自动驾驶汽车感兴趣，但你自己没有现成的技术。你会去找谁买现成的技术？Mobileye 已经是一个值得信赖的供应商。
And so think about if you're a company like Ford or Stellantis. You're interested on autonomous vehicles, you don't have the technology built yourself. Who do you go to get that technology off the shelf? Mobileye is already a trusted supplier.
我认为它们在自动驾驶汽车未来中扮演的角色会比很多人想象的更大得多，因为它们身处幕后，并且在和那些大型成熟玩家合作。
I think they're going to play a much bigger role in the future of autonomous vehicle than a lot of people think because they're behind the scenes and they're working with the big established players.
这些是你不想忽视的公司，而 Mobileye 的机会在于，从一套每辆车成本仅约 50 美元的系统，变成每辆车可能价值数千美元。
These are companies that you don't want to overlook and the opportunity for Mobileye is to go from a system that only cost about $50 per vehicle to potentially thousands of dollars per vehicle.
而在无人驾驶出租车领域，他们可能会从每一趟使用Mobileye技术的行程中抽取分成。
And in robo-taxis, they could be taking a cut of every single ride that's done with Mobileye's technology.
这个频道对 $MBLY 的历次判断
The Motley Fool 在这只股票上只有这一条判断。