Industry Findings: A strong defence-tech and deep-tech ecosystem is shaping a market that prizes highly specialised, explainable, and secure vision systems. The market rewards suppliers that can demonstrate rigorous threat-modeling, secure enclaves for inference, and rapid integration with national-grade operations; startups and vendors that spin out defense-proven technologies increasingly find commercial adoption in industrial, cyber-physical and urban security applications.
Industry Progression: Deep-tech funding and large enterprise raises are expanding the pipeline of production-grade AI tooling that complements vision solutions, because capital enables R&D-to-product transitions; Israel’s AI investment momentum—illustrated by large funding rounds such as AI21 Labs’ Series D in 2025—strengthens the ecosystem for advanced model tooling and inference orchestration, boosting availability of localised ML platforms, sensors integration partners and specialist vision startups that enterprise buyers can contract for high-assurance deployments.
Industry Players: The industry includes a broad mix of companies; among them are Mobileye (Intel), OrCam, AnyVision, Elbit Systems, Lightricks, Ceragon Networks, and Sight Diagnostics etc. Insight: The sector is reweighting R&D bets toward pragmatic imaging stacks and away from speculative sensor bets, favouring companies that concentrate on deployable imaging and model ops. Mobileye’s strategic decision to close its lidar development unit in September 2024 and refocus on imaging radar and vision algorithms is a clear example (Sept 2024), and that pivot sharpens investor and buyer expectations for image-first ADAS and robotics solutions, accelerates adoption of camera-centric sensor suites, and pressures suppliers to prioritise software-centric differentiation over costly sensor hardware R&D.