ECARX vs Mobileye: Autonomous vehicles & driving compared

November 2026 edition · assessment by Frontier Tech Intelligence

Mobileye ranks 64 on the Robotics 100 with a score of 81; ECARX ranks 76 with 80. ECARX is ahead on deployment. Mobileye is ahead on progress, positioning and firepower. Level on production, commercials, technology and leverage. ECARX is based in Shanghai, China, Mobileye in Jerusalem, Israel. ECARX is named in 2 signals and Mobileye in 32.

ECARX →

Shanghai, Shanghai, China · Robotics · Systems / Autonomous vehicles & driving · ecarxgroup.com

ECARX has an autonomous-vehicle business, including an agreement with May Mobility to deploy purpose-built robotaxis.

Robotics 100 · rank 76 · score 80

Scores, Robotics (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology8
Positioning6
Firepower6
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

ECARX builds the automotive computing layer, from system-on-chip heritage through central computing platforms to software and, on its roadmap, its own operating system. The portfolio spans the Antora family for intelligent cockpit, Qualcomm-based platforms across performance tiers, Skyland and NVIDIA-based platforms for intelligent driving, and Cloudpeak as the common software foundation. Around 12 million vehicles globally carry ECARX technology, supported by partnerships with 18 automakers and 28 brands, and the company delivered 550,000 units in Q2 2026 alone. The financial turn is the story: Q4 2025 revenue was a record USD 305 million with a second consecutive quarter of GAAP profitability, Q2 2026 revenue rose 45 percent to USD 225.2 million with gross margin nearly doubling from 10.8 to 19.8 percent, net loss narrowing to USD 12.0 million and a fourth consecutive quarter of positive adjusted EBITDA, against full-year 2026 guidance of USD 1.0 to 1.1 billion. Against that, Q1 2026 revenue fell 22 percent to USD 131.5 million, so the trajectory is not clean. ECARX is a Geely-anchored but increasingly external platform supplier moving into robotics-adjacent AI services; it sold its 13.5 percent residual Zenseact stake back to Volvo Cars on 2022-12-31.

Latest signals

  • Arm launched Arm Total Design for Physical AI with more than 80 ecosystem companies.Arm
  • May Mobility and Ecarx agreed to deploy thousands of purpose-built robotaxis.TechCrunch

2 signals name ECARX.

Facts, with sources

  • controlled by Ziyu Shen / Eric Li (Geely-anchored)Arm
  • Arm Total Design for Physical AI with more than 80 ecosystem companiesArm
  • units deliveredSEC Form 6-K via stocktitan.net

15 facts on file.

Mobileye →

Jerusalem, Jerusalem District, Israel · Robotics · Systems / Autonomous vehicles & driving · mobileye.com

Mobileye develops autonomous-driving and advanced driver-assistance systems for passenger and commercial vehicles, including perception, planning and driving-control technologies.

Robotics 100 · rank 64 · score 81Humanoids · member · score 44AI Core · prospect · score 28

Scores, Robotics (of 10)

Deployment6
Production8
Commercials10
Progress9
Technology8
Positioning8
Firepower8
Leverage10

Darker bar: ahead of the other company on that measure.

Latest signals

  • Mobileye is establishing a vertically integrated robotaxi business.Mobileye Global Inc.
  • Mobileye announced a planned CEO transition after Amnon Shashua’s 27-year tenure.Mobileye Global Inc.
  • Mobileye’s imaging radar was selected by a global automaker for eyes-off driving.Mobileye Global Inc.

32 signals name Mobileye.

Facts, with sources

  • Acquired Mentee RoboticsFrenchWeb
  • 1
  • 3

9 facts on file.

More comparisons

Questions this page answers

ECARX or Mobileye: which is ahead in robotics?

Mobileye ranks 64 on the Robotics 100 with a score of 81; ECARX ranks 76 with 80. ECARX is ahead on deployment. Mobileye is ahead on progress, positioning and firepower. Level on production, commercials, technology and leverage. ECARX is based in Shanghai, China, Mobileye in Jerusalem, Israel. ECARX is named in 2 signals and Mobileye in 32.

How do ECARX and Mobileye compare?

Mobileye ranks 64 on the Robotics 100 with a score of 81; ECARX ranks 76 with 80. ECARX is ahead on deployment. Mobileye is ahead on progress, positioning and firepower. Level on production, commercials, technology and leverage. ECARX is based in Shanghai, China, Mobileye in Jerusalem, Israel. ECARX is named in 2 signals and Mobileye in 32. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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