Mobileye Eyes Higher ASPs as Surround ADAS, Volkswagen Programs Ramp
Mobileye is positioned for higher average selling prices as its Surround ADAS and Volkswagen programs ramp. The company noted Tier 1 customer inventories stood at roughly five weeks, versus the typical four-to-five-week range, as automakers keep higher safety stock amid supply-chain constraints.
Why it matters — For MBLY watchers, higher ASPs and ramping ADAS programs point to potential revenue growth, while the five-week inventory level reflects ongoing demand for Mobileye's technology.