Mobileye Global Inc.
MBLY · Consumer Cyclical
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NG eCall Vehicle Shipments Surge as EU Network Upgrades Turn Post-Crash Safety into a Connected Vehicle Imperative
EU regulation 2024/1180 and the retirement of 2G/3G networks are driving rapid adoption of Next-Generation eCall in European vehicles from 2026-2031. Automakers are integrating connected post-crash safety as a core capability, with competitive differentiation extending beyond emergency calling to include sensor fusion, edge AI, and software-defined updates. Western Europe leads deployment while Eastern Europe transitions gradually.
3 Overlooked Autonomous Vehicle Stocks Investors Should Jump On
The article highlights three overlooked autonomous vehicle stocks with significant upside potential: Aurora Innovation, a leader in autonomous semitruck technology projected to generate substantial revenue starting 2027; Mobileye, which dominates ADAS market share with embedded technology in 250+ million vehicles; and Uber, which is pursuing a capital-light strategy as an AV ride-hailing aggregator despite partnership risks from competitors like Waymo.