Mobileye’s US robotaxi launch will put it on both sides of the AV business

Mobileye, known for its role as a supplier of autonomous vehicle technology, is expanding its horizons by entering the operator side of the business. The Intel subsidiary announced plans to roll out a robotaxi service in an unnamed U.S. city by 2027, marking a significant shift from its supplier-centric strategy. The company revealed that it will introduce an initial fleet of 100 autonomous vehicles, with plans to gradually deploy them throughout 2027. If all goes well, Mobileye aims to scale its operations to approximately 17,000 robotaxis over the next five years. Founder and CEO Amnon Shashua expressed enthusiasm about this venture, stating, "The robotaxi revolution has only just begun, and its potential for transforming how we travel around the world continues to increase." Mobileye has made a name for itself by supplying millions of computer vision chips to automakers, enhancing automotive safety features and advanced driver assistance systems. The company later ventured into developing chips and software capable of supporting autonomous driving, conducting tests in various cities. Currently, it provides its self-driving technology to Volkswagen and its subsidiary MOIA. However, the move into the robotaxi space signifies Mobileye's desire to take a more direct role in the market, even as it competes with some of its own clients. This ambition is not entirely new; in a 2018 interview, Shashua emphasized the importance of the robotaxi sector as a stepping stone towards achieving full passenger car autonomy. To support this new venture, Mobileye plans to establish a dedicated operating business for its robotaxi service, utilizing its self-driving technology. The company will oversee the fleet's operations and integrate Moovit, the ride-hailing app it owns, to enhance consumer engagement. While the specific vehicles for the fleet have not been disclosed, a partnership announcement included an illustration of a modified Ora iQ, an electric crossover from Great Wall Motors. Shashua clarified that this initiative complements Mobileye's existing partnerships rather than replacing them, stating, "We remain deeply committed to enabling automakers and mobility providers with Mobileye Drive. At the same time, operating our own service allows us to accelerate adoption, gain direct operational experience, and showcase the full potential of autonomous mobility."