Intel以153億美元收購了MobilEye - BMW

原文連結：
https://electrek.co/2017/03/13/intel-mobileye-self-driving/


原文內容：
Intel acquires Mobileye for a staggering $15 billion as the company is
seen as potential winner in self-driving

Intel just paid a staggering $15.3 billion to acquire Mobileye, which was
publicly trading at $10.5 billion before the deal was announced this
morning. The Israeli company, which was best known by the public as one
fo the main supplier for Tesla’s first generation Autopilot program,
will solidify Intel’s effort in the field of autonomous driving.


The chipmaker already had a partnership with Mobileye for the development
self-driving technology and it is currently the biggest private employer
in Israel.

It makes the acquisition more natural, but the price paid shows serious
confidence in Mobileye’s tech by Intel.

The company turned a significant profit of $108 million last year on $350
million in revenue from the sales of its driver assist systems to almost
all major automakers in the world. But its $10 billion valuation was
already seen as extraordinarily high for the prospect of revenue. $15
billion brings the valuation to an all-time high for Mobileye.

George ‘Geohot’ Hotz, who claimed to have a short position on Mobileye’
s stock, could have lost a chunk of money on that deal.

Hotz has been a vocal detractor of the company – claiming that their
success is linked to lobbying regulators:

“There’s this company called Mobileye and their job is to work with
regulators to lower the safety ratings of cars that do not have a
Mobileye chip in them. They recently discontinued their agreement to work
with Tesla — Yes, autopilot was not developed in-house, they used this
third-party chip called EyeQ— because Tesla was too innovative and it
scared them. After the accident, Mobileye got scared and they want no
part of innovation.”

The public breakup of Tesla and Mobileye happened differently depending
on who you are talking to about it.

Mobileye CTO Amnon Shashua claimed that Tesla was “pushing the envelope
in terms of safety” as Hotz explained, but Tesla issued a scathing
response alleging that Tesla already planned to discontinue Mobileye’s
system and that the Israeli company used some questionable methods to
force Tesla to use their system for future generations of the Autopilot.

While Mobileye can’t count Tesla has a client anymore, their systems are
powering an impressive number of driver assist features in vehicles
today. They claim to do business with about 90% of OEMs.

Intel’s press release:

Intel and Mobileye announced on March 13 that they have entered into a
definitive agreement pursuant to which Intel will acquire Mobileye. Under
the terms of the agreement, a subsidiary of Intel will commence a tender
offer to acquire all of the issued and outstanding ordinary shares of
Mobileye for $63.54 per share in cash, representing a fully-diluted
equity value of approximately $15.3 billion and an enterprise value of
$14.7 billion.

The acquisition will couple the best-in-class technologies from both
companies, including Intel’s high-performance computing and connectivity
expertise and Mobileye’s leading computer vision expertise to create
automated driving solutions from the cloud through the network to the car.

The combination is expected to accelerate innovation for the automotive
industry and position Intel as a leading technology provider in the
fast-growing market for highly and fully autonomous vehicles. Intel
estimates the vehicle systems, data and services market opportunity to be
up to $70 billion by 2030. The transaction extends Intel’s strategy to
invest in data-intensive market opportunities that build on the company’
s strengths in computing and connectivity from the cloud, through the
network, to the device.


心得/說明：

MobilEye跟Tesla分手後結果被Intel以153億美元的天價收購

這算是因禍得福嗎？

會用這麼多錢收購主因還是因為自動駕駛所蘊含的無窮潛力

MobilEye這家以色列公司目前還有跟BMW合作

去年的營業額才1.08億美元

目前公司的估值大約為105億美元

Intel用153億美元收購真的是砸下重本了


註：
Intel 2016年營收約為563.13 億美元，市值約為1697.8億美元

發文時目前股價下跌了0.81 (-2.26％)來到35.10

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