Case | HBS Case Collection | October 2014 (Revised October 2015)

Mobileye: The Future of Driverless Cars

by David B. Yoffie

Abstract

Mobileye was an Israeli company, officially headquartered in The Netherlands, which was a Tier 2 supplier to the global automobile industry. After 15 years of building a leading technology for autonomous driving systems, Mobileye emerged in 2014 as one of the most exciting companies in the race for the driverless car. After going public in August 2014, which made its founders—Amnon Shashua and Ziv Aviram—billionaires, the company looked set to become the de facto standard for vision-based autonomous and ultimately self-driving cars. This case explores the company's competitive position, the challenges of sustaining its advantages in a highly competitive industry, and how it should work with Google, the publicly perceived leader in the self-driving revolution.

Keywords: strategy; driverless car; technology; Competitive Advantage; Strategy; Market Entry and Exit; Technology; Auto Industry; Semiconductor Industry; Technology Industry; Israel;

Citation:

Yoffie, David B. "Mobileye: The Future of Driverless Cars." Harvard Business School Case 715-421, October 2014. (Revised October 2015.)