Mobileye将收购 Mentee Robotics以加速建立物理AI领域领先地位

美国拉斯维加斯，2026年1月6日 — Mobileye 今日宣布已就收购AI（人工智能）人形机器人公司Mentee Robotics（Mentee）达成最终协议。Mentee目前已进入其第三代垂直整合的人形机器人研发阶段。此次收购将Mobileye先进的AI技术和全球量产经验，与Mentee突破性的人形机器人平台和深厚的AI人才储备充分结合，意在打造一家横跨驾驶自动化与人形机器人两大变革性赛道的全球物理AI（Physical AI）领域领先企业。

Mobileye的高等级驾驶自动化业务及其核心的组合辅助驾驶（ADAS）技术正呈现出强劲的发展态势，得益于此，公司未来八年的汽车业务收入预期将达245亿美元，较2023年1月时的预期增长超过40%。¹此次收购进一步拓展了Mobileye的业务版图，成为其向物理AI领域迈出的决定性一步——物理AI系统致力于理解情境、推理意图，与人类进行自然交互，在物理世界中安全高效地运行，同时实现经济上的可扩展性。历经过去数年的发展，Mobileye的驾驶自动化技术栈已从专注于目标驱动型的领航辅助驾驶功能，进阶至全局情境感知与意图感知的推理能力，为实现通用机器人在满足严苛安全要求的前提下，与人类的高效协同奠定了坚实基础。

本次收购还将加速Mentee的商业化进程，预计在2026年内将启动首批客户现场概念验证部署，旨在实现无需远程操控的机器人自主运行，其规模化量产与商业化落地则计划于2028年完成。

本次收购对价总额约为9亿美元（具体金额可能因相关调整而发生变动），其中包括约6.12亿美元现金及至多约2620 万股Mobileye A类普通股（具体股数将根据交割前 Mentee 期权的归属情况做相应调整）。上述金额并非最终金额，将根据股份购买协议条款进行调整。该交易尚需满足惯常交割条件，预计于2026年第一季度完成。

Mentee初创阶段成果斐然

Mentee成立四年以来，在人形机器人领域取得显著进展，设计出了具有成本效益、面向真实场景规模化部署的人形机器人平台。该平台采用自研软硬件设计，并基于人机示范指导、小样本学习及仿真优先式训练构建了AI架构。不同于依赖大规模真实场景数据采集或持续远程操控的系统，Mentee的技术路线致力于让机器人通过自然示范与意图提示逐步掌握新技能，在保障与人类和物体对象交互的安全性与可预测性的同时，实现成本与实用性之间的最优平衡。

核心竞争力：快速学习能力、高性价比、强大实用性

Mentee人形机器人具备强大的开箱即用功能，包括先进的场景理解与自然指令执行能力的深度融合，无需远程操控的端到端自主任务处理，可靠的位置移动和导航，以及对刚性物体的安全操控能力。目前，其团队正加速推进“小样本泛化”技术研发，以确保机器人通过少量的人类示范，即可快速学习并执行新技能与新任务。这一能力将推动人形机器人在多类现实场景中快速部署，既可成为人力增效工具，也能作为协作伙伴与人类并肩作业。

两大支柱构筑Mentee技术优势

• Mentee可扩展性的AI优势: Mentee平台依托两大核心AI支柱，构筑了坚实的技术壁垒:
  
  • 集成型AI解决方案：将先进的基础模型与基于强化学习的运动模型相结合；
  • 纯仿真训练：凭借突破性技术，大幅缩小Sim2Real（仿真到现实）的差距。Mentee 的方案减少了对大规模现实场景数据采集的依赖，通过仿真来高效地习得技能，加速技术规模化并实现成本效益。

• 垂直整合硬件支撑规模化部署: Mentee核心硬件与嵌入式软件均为自主研发，具体包括:
  • 专有执行器：实现卓越的扭矩密度与紧凑的结构设计；
  • 高精度电机驱动器：保障优异的控制性能与行为透明度；
  • 坚固的高实用性机械臂：搭载电机触觉传感技术，提升模块化程度并降低系统复杂度；
  • 热插拔电池：支持全天候不间断运行。

深度垂直整合的模式不仅缩小了Sim2Real的技术鸿沟，保障24/7全天候作业能力，还能满足多元场景应用需求，支持低成本量产。

驾驶自动化与人形机器人技术的融合

驾驶自动化与人形机器人两大领域面临相同的底层挑战：在人类主导的物理世界中，实现可靠运行并展现实用价值。要想取得成功，必须满足严苛的性能要求，达到可验证的安全水平，在边缘计算平台上高效运行，并实现具备经济可行性的规模化部署。

正因如此，两大领域均依赖一套共通的物理AI技术栈，涵盖多模态感知、环境建模、意图感知规划、精准控制、以及在不确定性情况下的决策制定。

收购Mentee以实现关键战略协同效应

Mobileye对Mentee的收购预计将产生可观的技术协同效应，推动物理AI在机器人与驾驶自动化两大分支的长足发展。

• 加强驾驶自动化技术栈：Mentee在VLA（视觉-语言-动作）技术和基于创新Sim2Real迁移技术的大规模仿真方面的进展，与Mobileye的驾驶自动化技术栈高度互补。这些能力通过优化长尾场景泛化能力，加速适应新环境，提高研发效率并缩短验证周期，能够进一步强化驾驶自动化系统性能。
• 引领人形机器人安全性提升：在动态日常环境中与人类和其他机械设备共同作业的人形机器人，需要超越反应式避障的可验证安全级别。不同于固定式自动化设备，人形机器人必须对人类行为、共享空间、可移动物体及脆弱环境进行实时推理，产出可预测且经得起验证的结果。Mobileye将其在驾驶自动化领域验证有效的“安全优先”理念引入人形机器人领域，包括责任敏感安全模型（RSS）等严谨的安全模型，在不确定情况下基于数学模型的决策机制，以及经过规模化验证的系统级冗余架构。这些技术共同构成了定义、验证和执行安全行为的基础，进而为人形机器人实现经济可行性，最终推动其大规模商业化部署构建所必需的信任度、可靠性与监管合规基础。
• 加速商业化进程：Mobileye 在将先进技术推向市场方面积累了二十多年的专业经验。依托符合严苛安全标准的工具链与基础设施、AI训练基础设施，以及与高产能精密制造商的深度合作关系，其将加速推动人形机器人解决方案在全球工厂、仓储及工业环境中的部署。

通过综合人形机器人与驾驶自动化领域的各项突破性技术，Mobileye与Mentee将在物理AI领域形成复合优势，实现技术进步的持续叠加与相互强化。

Mobileye创始人、总裁兼首席执行官Amnon Shashua教授表示：“这一收购为机器人与汽车AI领域开启了新篇章，同时也标志着Mobileye 3.0 时代的起点。Mentee在人形机器人领域取得了突破性的成果，Mobileye则在驾驶自动化领域拥有深厚的技术积淀，并具备将先进的AI技术产品化的能力。双方的强强联合将使我们把握时代赋予的独特机遇，在全球范围内引领物理AI技术在机器人与驾驶自动化领域的演进。“

Mentee Robotics首席执行官Lior Wolf教授表示：“我为Mentee的跨学科团队在短短四年内取得的成就感到无比自豪。我们致力于打造一个融合前沿AI与深度整合硬件的平台，让人形机器人在现实场景中真正发挥实用价值。与Mobileye携手，我们将获得无可比拟的AI基础设施与商业化经验支持，从而加速实现我们的使命，将具有可扩展性、高安全性、高性价比的人形机器人解决方案推向市场。”

本次收购由独立董事组成的战略交易委员会及Mobileye最大股东英特尔公司提议，已获Mobileye董事会批准。根据Mobileye最新修订的公司章程，英特尔作为Mobileye唯一的B类股东，亦批准了此次收购。担任Mentee董事长、联合创始人及主要股东的Amnon Shashua教授已就本次交易相关表决事项予以回避。

收购完成后，Mentee将作为Mobileye旗下独立事业部运营，在保持团队与业务连续性的同时，依托Mobileye先进的AI训练基础设施，加速其AI软硬件能力的整合。预计本次交易将使Mobileye 2026年运营费用小幅增加，增幅为低个位数百分比。

Amnon Shashua教授将于2026年国际消费电子展（CES）上发表主题演讲，进一步阐述Mobileye在物理AI领域的愿景。演讲将在美国太平洋时间1月6日下午1:45 进行线上直播，直播结束后提供回放。

有关本次收购最终协议的条款详情，请参阅Mobileye将就本次交易向美国证券交易委员会（SEC）提交的8-K报表。

本次收购中，高盛公司担任Mobileye的财务顾问；EBN律师事务所（Erdinast Ben Nathan Toledano）以及美国达维律师事务所（Davis Polk and Wardwell LLP）分别担任Mobileye的以色列法律顾问与美国法律顾问；西博雷特律师事务所（Shibolet & Co.）和普衡律师事务所（Paul Hastings LLP）分别担任Mentee的以色列法律顾问与美国法律顾问。

 

¹ 所列期间内的Mobileye收入，乃基于当前及潜在原始设备制造商（OEM）在相关车型设计定点时所提供的未来产量预测估算得出。

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Mobileye (Nasdaq: MBLY) leads the mobility revolution with our autonomous driving and driver-assistance technologies, harnessing world-renowned expertise in artificial intelligence, computer vision, mapping and integrated software and hardware. Since our founding in 1999, Mobileye has enabled the wide adoption of advanced driver-assistance systems that bolster driving safety, while pioneering such groundbreaking technologies as REM™ crowdsourced mapping, True Redundancy™ sensing, and Responsibility Sensitive Safety™ (RSS). These technologies drive the ADAS and AV fields towards the future of mobility – enabling self-driving vehicles and mobility solutions at scale, and powering industry-leading advanced driver-assistance systems. Through 2024, more than 200 million vehicles worldwide have been built with Mobileye’s EyeQ technology inside. Since 2022, Mobileye has been listed independently from Intel (Nasdaq: INTC), which retains majority ownership. For more information, visit https://www.mobileye.com.

“Mobileye,” the Mobileye logo and Mobileye product names are registered trademarks of Mobileye Global. All other marks are the property of their respective owners.

Forward-Looking Statements

Mobileye’s business outlook, guidance and other statements in this release that are not statements of historical fact, including statements about our beliefs and expectations, are forward-looking statements and should be evaluated as such. Forward-looking statements include expectations and information regarding the development of robotics and AI capabilities, the impact of robotics and AI development on Mobileye’s business, the impact of the transaction on Mobileye’s operating expenses, and descriptions of our future business plan and strategies. These statements often include words such as “anticipate,” “expect,” “suggests,” “plan,” “believe,” “intend,” “estimates,” “targets,” “projects,” “should,” “could,” “would,” “may,” “will,” “forecast,” or the negative of these terms, and other similar expressions, although not all forward-looking statements contain these words. We base these forward-looking statements or projections, on our current expectations, plans and assumptions that we have made in light of our experience in the industry, as well as our perceptions of historical trends, current conditions, expected future developments and other factors we believe are appropriate under the circumstances and at such time. You should understand that these statements are not guarantees of performance or results. The forward-looking statements and projections are subject to and involve risks, uncertainties and assumptions and you should not place undue reliance on these forward-looking statements or projections. Although we believe that these forward-looking statements and projections are based on reasonable assumptions at the time they are made, you should be aware that many factors could affect our actual financial results or results of operations and could cause actual results to differ materially from those expressed in the forward-looking statements and projections.

Important factors that may materially affect such forward-looking statements and projections include the following: the robotics technology and industry may not develop as expected; further deterioration of macroeconomic conditions due to ongoing global economic and political uncertainty (as our current guidance assumes the estimated production and/or demand impact of current tariff conditions); future business, social and environmental performance, goals and measures; our anticipated growth prospects and trends in markets and industries relevant to our business; business and investment plans; expectations about our ability to maintain or enhance our leadership position in the markets in which we participate; future consumer demand and behavior, including expectations about excess inventory utilization by customers; our ability to effectively compete in the markets in which we operate; future products and technology, and the expected availability and benefits of such products and technology; development of regulatory frameworks for current and future technology; changes in regulation and trade policy, including increased tariffs, in regions in which we operate, including the U.S., Europe and China; projected cost and pricing trends; future production capacity and product supply; potential future benefits and competitive advantages associated with our technologies and architecture and the data we have accumulated; the future purchase, use and availability of products, components and services supplied by third parties, including third-party IP and manufacturing services; uncertain events or assumptions, including statements relating to our estimated vehicle production and market opportunity, potential production volumes associated with design wins and other characterizations of future events or circumstances; adverse conditions in Israel, including as a result of war and geopolitical conflict, which may affect our operations and may limit our ability to produce and sell our solutions; any disruption in our operations by the obligations of our personnel to perform military service as a result of current or future military actions involving Israel; availability, uses, sufficiency and cost of capital and capital resources, including expected returns to stockholders such as dividends, and the expected timing of future dividends; and tax- and accounting-related expectations.

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