Israeli LiDAR maker Innoviz Technologies (NASDAQ: INVZ) has confirmed that its sensors sit at the core of Mobileye Drive, the self-driving system Mobileye will deploy in its newly announced vertically integrated robotaxi business. The disclosure, made on June 22, 2026, positions Innoviz as a key hardware supplier for one of the most closely watched autonomous-mobility programs in the industry.
Nine LiDARs Per Robotaxi
According to Innoviz, each Mobileye Drive vehicle integrates nine InnovizTwo Long-Range and Short-to-Mid-Range LiDARs to deliver comprehensive 360-degree coverage around the car. That dense sensor configuration is designed to give the robotaxi reliable, high-resolution 3D perception in the complex urban environments where driverless ride-hailing has to operate safely.
"We are proud that Innoviz LiDARs are part of the technology making the robotaxi revolution possible," said Omer Keilaf, founder and chief executive of Innoviz Technologies.
A Path to 150,000 Units
Mobileye has said it will launch its own robotaxi service in a U.S. city in 2027, starting with roughly 100 vehicles before scaling to about 17,000 vehicles over the following five years. With nine LiDARs per car, Innoviz estimates the program could ultimately require more than 150,000 of its units, a substantial pipeline for a company that has spent years chasing series-production design wins.
The move deepens an existing relationship between the two Israeli technology firms and underscores how Mobileye's decision to own more of the robotaxi stack — covered in its plan to launch a vertically integrated U.S. robotaxi service — is rippling through its supplier base.
Why LiDAR Still Matters
While some autonomy programs lean heavily on cameras, Mobileye's approach pairs its EyeQ vision chips with radar and LiDAR for redundancy. Solid-state LiDAR like InnovizTwo provides direct depth measurement that does not degrade in low light or high-contrast scenes, an important safeguard for fully driverless operation where there is no human backup.
The supplier news lands amid a broader robotaxi build-out. Mobileye is also powering Lyft's planned 2026 Dallas launch funded by Marubeni, while rivals race to scale through alliances such as the Stellantis, Wayve and Uber partnership. Hardware partners that can deliver automotive-grade sensors at volume stand to benefit as these fleets move from pilots to commercial deployment.
For Innoviz, being designed into a flagship robotaxi platform offers both validation and a long-term revenue runway, provided Mobileye hits its ambitious scale-up targets later this decade.
Reporting based on coverage from Innoviz Technologies (PR Newswire) and Automotive World.