Mobileye, known for its advanced driver-assistance systems, will enter the US robotaxi market in 2027 by deploying around 100 autonomous vehicles initially, positioning itself as a direct competitor to established players like Waymo and Tesla.
- Mobileye to operate 100 robotaxis in US city starting 2027
- Plans to expand fleet to roughly 17,000 vehicles by 2032
- Competes with Waymo, Tesla, and other major robotaxi providers
What happened
Mobileye announced plans to launch its own robotaxi service in a major US city beginning in 2027. The initial deployment includes about 100 autonomous vehicles, with ambitions to rapidly scale the fleet to around 17,000 units over the next five years. This marks a shift from Mobileye’s traditional role as a supplier of driver-assistance technology to automakers toward direct operation of ride-hailing services.
The service will leverage Mobileye's autonomous driving system, Mobileye Drive, alongside the digital infrastructure of its Moovit subsidiary, which offers urban mobility data and trip-planning tools. Mobileye will operate the service independently but collaborate with external vehicle manufacturers and fleet integrators rather than producing its own vehicles.
Why it matters
Mobileye’s decision to run its own robotaxi service directly challenges established players like Alphabet’s Waymo, Tesla, and Amazon’s Zoox in the competitive US autonomous ride-hailing market. By controlling operations, Mobileye aims to accelerate consumer adoption of driverless technology and refine its operational expertise, which could enhance its technology offerings and market positioning.
This expansion occurs amid rising investment and intensified competition in autonomous vehicle deployment. For Mobileye, operating its own fleet complements its existing supplier relationships and revenue streams, while demonstrating the practical capabilities of its self-driving and mobility technologies in real-world service.
What to watch next
Key developments will include Mobileye’s choice of the initial US city for the robotaxi rollout and the response from competitors in terms of fleet expansion or technology innovations. The company’s ability to scale to its target fleet size and achieve operational efficiency will also be critical to watch.
Additionally, partnerships with vehicle manufacturers and fleet integrators will shape the service’s performance, while regulatory developments and consumer acceptance in the autonomous ride-hailing sector will influence Mobileye’s success in this new business venture.