#1Investor Meeting 2022 intel#2in mobileye An Intel Company R intel. Investor Meeting 2022 Mobileye Overview Portfolio, Business Pillars & Growth Engines Prof. Amnon Shashua President & CEO#32021 in Numbers 41 New design wins with 30+ OEMs Record figure 50M Pipeline volume of new design wins (compared to 37M in 2020) 188 Vehicle models launched in 2021 with Mobileye inside 4 Industry-first product launches (BMW, VW, Honda, Zeekr) Revenue (m) 967 879 696 507 358 241 143 1400 EyeQ Shipped (m) M EyeQ 19.3 17.5 12.4 8.7 6. 4.4 2.7 28.1 2014 2015 2016 2017 2018 2019 2020 2021 2014 2015 2016 2017 2018 2019 2020 2021 Investor Meeting 2021 intel. 33#4Mobileye ADAS Market Leadership for Over a Decade Industry-first product launches: 2007 Camera/Radar Fusion - Volvo O VOLVO EyeQ®1 2008 Bundling of LDW, HLB, TSR MW Investor Meeting 2021 2010 2011 2013 2015 2016 2018 2019 2021 2021 2021 Pedestrian AEB Camera-only FCW Camera-only ACC Camera only AEB Highway Autopilot Camera-only hands-free pilot REMTM mapping launch 100° camera 120° 8MP Camera MW VOLVO gm EyeQ 2 ♡ TESLA EyeQ 3 T NISSAN NISSAN H MW enhanced ADAS Cloud SuperVision™ GEELY EyeQ 4 HONDA EyeQ®5 intel. 4#5Mobileye Strategy THE EYEQ® FAMILY The ADAS → AV divide NOT range of capability, but MTBF REMTM-enabled scalability AV-Map Key to High MTBF RSS formal safety model Decision-making governance: Purpose-built SoCs TRUE REDUNDANCY™M + Increase robustness and MTBF + Creating an L2+ offering from the camera-only subsystem- SuperVision™ REMTM + To make this useful, geo scalability at low cost is imperative + Crowdsource data collection followed by auto AV-map creation in the cloud Responsibility-Sensitive Safety + Generalized driving policy with formal safety guarantees + VisionZero P[e] = Per Aе A+ j=1 3 On a Formal Model of Safe and Scalable Ae] + Self-driving Cars Р Shai Shalev-Shwartz, Shaked Shammah, Amnon Shashua Mobileye, 2017 7=1 + HW and SW co-designed, along with heterogeneous accelerators + Unparalleled efficiency-requiring fewer TOPS and consuming less power COMEG L1031 U8 VDDO EQ m STME-EyeQ 6L AA118208 TWN 3R T8S679 01 ENG Investor Meeting 2021 intel. 55#6Mobileye Product Portfolio E2E MaaS Chauffeur consumer AV moovit Drive mobility AV (also as-a-service) Tele-operability Minimize deadlock Demand & Rider Experience(MaaS) Mobility intelligence Fleet-Op SaaS Tele-Op SaaS Vehicle integration & homologation Base ADAS Driver Monitoring Non-mandated functions ACC, Lane Centering Mandated functions- AEB, LKA, TSR Base + Cloud ADAS Full ODD in-path assist REM map Cloud enhancement for base functions Enhanced ADAS Full ODD in-path assist Co-Hosting Driver visualization features Many other advanced features SuperVision Full ODD Navigate-on-Pilot AV map OTA Policy & RSS Full-Surround CV Front Lidar Surround Im-Radar Investor Meeting 2021 intel. 6#7The ADAS Market Camera configuration Base ADAS Driver Monitoring Non-mandated functions ACC, Lane Centering Mandated functions- AEB, LKA, TSR Base + Cloud ADAS Full ODD in-path assist REM map Cloud enhancement for base functions Enhanced ADAS Full ODD in-path assist Co-Hosting Driver visualization features Many other advanced features SuperVision Full ODD Navigate-on-Pilot AV map OTA Policy & RSS Full-Surround CV Compute in STME-EyeQ 6L Investor Meeting 2021 Price point Notable programs/products *Or EyeQ4M in STME-EyeQ 6L *Or EyeQ4M/H $ 2-digit high + VW Travel Asist 2.5 + Ford BlueCruise + Nissan Pro Pilot 2.0 in STME-EyeQ'6L *Or EyeQ5H $ 3-digit low + BMW ADCAM +Audi MFK5 + NIO Pilot $2-digit low in STME-EyeQ 6H *Or 2x EyeQ5H $ 4-digit low Geely -Zeekr intel. 7#8LOC T 99 REM-enhanced Lane Cenetering 8#9Traffic light-to-lane association based on REM map Edge: 1041 T: 175.51 BUTLINE SUZUKI TFL:- 9#10Consumer Vehicles - Customers Functions Base ADAS + Collision Mitigation Support Front (VD/PD) +Front Cross Traffic Alert + Lane Keeping Aid (LDW/LDP/ELKA) + Adaptive Cruise Control + HLB/GFHB + Traffic Sign Information - ISA Base + Cloud ADAS + Lane-Centering ☐ All Road Types no visible lane marks Diverse weather Degraded visibility + High curvature Steering & Speed control Assist + Lane change support (next lane DP, Merges, split) + Red TFL Breaking/warning + No Entry/Stop/Yield Braking + ISA to common speed + Hazard warning (stopped vehicle, traffic jam, Obstacle, Accident) + Driving path through junction and Roundabout + CA Foresight and Driving Path through CA + Tollgate and Other Barrier support + Performance Enhancements ☐ ■ ■ Improved CIPV selection and lane assignment (ACC) No Entry/Stop/Yield sign Warning TFL Relevancy, Red TFL Warning Cross Walk warning (partly occluded) Enhanced ADAS + Collision Mitigation Support Front (GO, Animal, Hazard, crossing traffic) + Closed Barrier Warning + Open Avoidance + Traffic Sign Information - General + Highway Assist (ACC, LC,ISA, driver-initiated LC) + Evasive Maneuver Assist + Traffic Sign Information + Emergency Lane Occupation Warning + Emergency Vehicle Warning + Magic Carpet + Visualization for parking, augmented reality, e-mirror, etc. SuperVision L2+ Point to Point + Highway Assist + Rural Assist + Arterials Assist +Urban Assist Investor Meeting 2021 intel. 10#11The ADAS Market-Mobileye's Competitive Edge + Powerful computer vision to effectively support all features + 200PB of driving data, 500K peak CPU cores, 100PB being processed every month + Scalable purpose built SoCs, from EyeQ6L (behind-windshield) to EyeQ6H- best cost/performance efficiency + REM mapping- unparalleled asset (crowd and tech) that enables to "drive everywhere" + Lean driving policy (based on RSS) + Full stack provider- allows for sublinear org scale (as opposed to service companies) Investor Meeting 2021 intel. 11#12The Future of Autonomy and Mobileye's Role The autonomous mobility market may unfold in two forms Consumer AV Robotaxi Robotaxi Consumer AV Robotaxi (people and goods) Waymo, Argo, Cruise, Aurora, etc. mobileye Consumer AV in mobileye Tesla, Apple? PTO/TNCs buy AVs and just add the service layer on top Geo scalability and consumer-level cost (<$5K BoM at scale) are "weak spots" for the Robotaxi companies Doing both is not just about hedging There are strong synergies between Robotaxi and Consumer AV Maximizing the learnings from Robotaxi operation can serve as a stepping stone for Consumer AV. Robotaxi scaling could take a decade, therefore financial endurance is key Investor Meeting 2021 intel. 12#13Mobileye Chauffer Supports True Consumer Autonomy anywhere and with mass market economies Upward scalable from SuperVision Investor Meeting 2021 SuperVision T ME Chauffer Surround Vision System Imaging Radar FMCW LiDAR in STME-EyeQ 5H AA116019TWN T8S147 22 ST ENG x6 in EyeQ'ULTRA 03 GEN1.0, 2024 6XEyeQ5H GEN2.0, 2026 EyeQ Ultra Surround Vision System Functionality True + Hands-off, Eyes-off, mind-off driving Surround IM Radars & Front FMCW LiDAR Redundancy + Covering all Road types + Continuous Over The Air updates Autonomous Valet Parking and slow speed maneuvers AV Map by REM™ RSS based Driving Policy AV Map by REM™ + RSS based Driving Policy intel. 14#14First Design Win Consumer L4 Platform Powered by 6 EyeQ®5 High SoP early 2024 m mobileye An Intel Company ZEEKR#15Mobileye Chauffer- Competitive Edge: + AV-on-Chip: the purpose built SoC EyeQ™ Ultra running full sense/plan/act + REM™ AV mapping- "drive everywhere" + Next gen SW-defined imaging radars- using only one front Lidar + All the above enable a BOM below $5K (compute and sensors) with ~$10K MSRP- A TRUE GAMECHANGER Investor Meeting 2021 intel. 16#16Mobileye Drive TM Supports True Consumer Autonomy anywhere and with mass market economies Sensor configuration an nobleye Investor Meeting 2021 in mobileye An Intel Company GEN 1.0, 2022 GEN 2.0, 2025 CV subsystem R/L subsystem- Lidars (3 long range, 6 short range), radars Teleoperability Minimizing deadlocks (compared to Chauffer) CV Subsystem + Surround IM Radars & Front FMCW LiDAR Teleoperability Minimizing deadlocks (compared to Chauffer) Imaging Radar FMCW LiDAR Compute in STME-EyeQ 5H AA116019TWN T8S147 22 ST ENG x8 in EyeQ'ULTRA 03 GEN1.0, 2024 8XEyeQ5H GEN2.0, 2026 EyeQ Ultra Available for a variety of AV applications: udelv in moblieve intel. 20#17MaaS partnering/business relationships along value chain MaaS Value Chain Layers G D Demand & Rider Experience Mobility Intelligence Platform & Services Fleet Operations & Tele Operation Self-Driving Vehicles udelv™ R RIMAC SDS/DaaS partnerships RaaS/MaaS partnerships E2E Full Stack In-House PTAs Ruter# DB transdev holo the mobility company PTOs beep BENTELER ▼ SCHAEFFLER SLohr SIXT in in E E L4 Self-Driving System in E in E in E E in Mobileye's proposition leverages Moovit IB users worldwide, to provide a Demand & Rider Experience layer Investor Meeting 2021 intel. 22#18Mobileye's Unique Assets Disrupt Every ADAS/AV Domain AMaaS and Drive™ Mobility intelligence by moovit Consumer AV in EyeQULTRA AV-on-Chip XaaS value proposition for PTOS/TNCs of a multi-platform SDS+ mobility intelligence layer SW-defined Imaging radar L2+ premium ADAS Enhanced ADAS REMTM REM maps allows to drive everywhere On a Formal Model of Safe and Slable Self- RSS RSS-based lean and scalable driving policy Base ADAS Investor Meeting 2021 AL4 system that drives everywhere with a BOM <$5K Monitored hands-free driving with a BOM <$1K Powering next gen ADAS with cloud- based enhancements Computer Vision State-of-the-art battle- tested CV engines 200PB Believed to be the world's largest driving data set in ENG STME-EyeQ 6L AA126152 TWN 22 785679 ST02 Purpose-built EyeQ™ SOC Best cost/performance ADAS intel. 23#19intel R