1, What are the key competitive advantages of Mobileye?

1) First to launch PCW, FCW, AEB and ACC, and introduced these features on one single camera.
2) High Employee loyalty. Till 2014, none of the staff left for competitors.
3) Correct sales strategy, focus exclusively on lobbying OEMs to specify Mobileye technology rather than work with his direct Tier 1 customers.
4) Significant accumulation of big data, only through which one can properly validate the functionality of safety functions deeply.
5) Strategically decision to focus on the standalone aftermarket. Before which, first go to OEM market to prove itself, making all the proofs convincible.
6) Aggressive pricing combined with never discounting. Mobileye can make great margins, and competitors would lose money if they matched the price.

2, What are the threats to Mobileye’s competitive advantages?

1) Hard to match technologies to applications.
2) Mercedes and Toyota develop their own in-house solutions.
3) Many Tier 1 suppliers were competitors as well as customers. So how to co-develop became one key issue.
4) Some Tier 2 suppliers could also be considered competitors, as the driver assistance system could also be carried out by other technologies, especially radar and lidar.

3, How would you advise Mobileye to address those threats?

1) Keep on going to sharp the integration technologies, to illustrate the “single camera” idea combined more data collection, to show the well operation and matching between technologies and applications.
2) Improve the cooperation with OEMs, make Mobileye’s technologies be recognized by more terminal users, cultivating the user habit.
3) Not cover all technologies in this niche market, leave some space for others to live. But insist on the comparative advantages; keep the leading position in the market.
4) Make difference. Focus on the “visual” idea, may introduce the visual reality overlay.

Recommendations on cases

We may choose 3 cases (maybe 4 or 5), which emphasize the different aspect or sections of one strategy series. Then we could introduce the key ideas of these different cases into solving one single problem.