Mobileye ADAS Market Leadership Deck

The 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

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