1 punt uit de Mobileye Q3-2023 call mbt gebruik HD maps:
Pierre Ferragu: So, I think you made interesting comments about China in your prepared remarks. It must be like a very interesting market at the moment with you guys ramping up supervision. And at the same time, you have like a handful of competitors who started to pull on the market like in the hands of drivers of consumers kind of like sales driving features that provide like, I would say, a similar service but with more compute and more sensors, more than just camera. And I’d love to hear how much you’ve been able to assess the difference in user experiences between supervision and these alternative features. And how you feel about it is, at the end of the day, all these systems competing within that like a very similar ground. Are they offering very similar experiences, or do you see like significant differences emerging between supervision and what the rest of the market has been able to put on the road so far?
Amnon Shashua: So, there have been detailed benchmarks comparing by us, by Chile, by store parties comparing ZR-001 with MCP comparing to Xpento to mio to auto. The difference is striking in terms of measuring the mean time to intervention, all sorts of things, how much time it takes to go to point A to point B. The ZR-001 was by tens of percent faster much, let’s say, intervention rate by order of magnitude, less intervention rate. Now the difference is really striking. Some of those systems, I think all of them are relying on a high-definition map, the conventional high-definition map which they already have mentioned that they cannot scale it, t’s too expensive to the scale where the Mobileye doesn’t queue the conventional high-definition definition map.
And those systems are much more expensive. As you mentioned, the compute sometimes it’s about 10x more compute than what we have many more sensors, more radars, trans facing Lazar and some of them, they have 2 front-facing Lazar. So, I think we are very confident. We have a good value proposition in terms of performance, in terms of cost, in terms of ability, our capabilities allow scalability, geographic scalability that a conventional high-definition maker will find it very difficult to compete. The kind of benchmarks that have been conducted is how the behavior when you approach a construction zone when there is a block plan. So, it was a very detailed benchmark. It’s not just intervention rates. And really, the difference is to IT.