NavInfo and Mobileye have announced a comprehensive strategic partnership, marking a significant step in the development of autonomous driving technology in China. Under this collaboration, Shuangfa will develop and release Mobileye’s Road Experience Management (REM) products within the Chinese market. Looking ahead, both companies plan to integrate Mobileye’s REM technology with NavInfo’s RoadBook, combining it with NavInfo’s advanced automated driving maps and high-precision positioning capabilities to accelerate the commercialization of autonomous driving solutions in China.
Understanding Mobileye’s move requires a deeper look into its strategy. While many see Mobileye as a product company—offering ADAS systems, chips, and algorithms—it is, in fact, a data-driven enterprise. Its core value lies in collecting and utilizing vast amounts of real-world data, with high-precision maps playing a central role in its long-term vision for smart mobility.
However, Mobileye’s current REM technology has limitations. As a camera-based system, it relies on visual sensors to capture road data, which can be less reliable in certain conditions. While Mobileye holds over 90% of the global ADAS camera market, it still faces challenges in achieving full autonomy without complementary sensor technologies. This has led Mobileye to seek partnerships with map providers, such as Here and Zenrin, to enhance the accuracy and reliability of its mapping services.
For NavInfo, the collaboration with Mobileye represents an opportunity to strengthen its high-precision map offerings. The integration of REM data with NavInfo’s existing map infrastructure brings several advantages: more dimensions of data, improved real-time updates, and enhanced efficiency in positioning. These factors are crucial for supporting the next generation of autonomous vehicles.
The cooperation also aligns with NavInfo’s broader goals in the autonomous driving space. The company has been expanding from expressway ADAS maps to city-level Level 3 and Level 4 maps, while also partnering with industry leaders like Bosch to improve data fusion and real-time map updates. NavInfo has already achieved a 20cm accuracy standard in its ADAS maps, used by top automakers such as BMW, Mercedes-Benz, and Tesla.
Looking forward, the partnership between NavInfo and Mobileye is expected to drive faster adoption of autonomous driving in China. With real-time data, richer map content, and better positioning accuracy, the two companies are working toward a shared goal: building a robust, scalable autonomous driving ecosystem.
In terms of financial outlook, we believe this collaboration could significantly boost NavInfo’s position in the high-precision map market, accelerating its autonomous driving initiatives. Our estimated EPS for 2017–2019 are $0.21, $0.36, and $0.49 respectively, with P/E ratios of 124X, 72X, and 53X. We maintain our “Buy†rating on the stock.
That said, potential risks include slower-than-expected progress in the partnership, delayed adoption of high-precision maps, or underperformance in China’s autonomous driving development. Investors should remain cautious but optimistic about the long-term potential of this strategic alliance.
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