The new initiative, set to launch in a U.S. city in 2027, marks a significant evolution of Mobileye's strategy, combining its industry-leading autonomous driving capabilities with fleet operations, rider services, and mobility management into a single vertically integrated offering. The effort adds to Mobileye's existing business model as a supplier of autonomous-driving technology to automakers and mobility providers worldwide, creating a new operating business while continuing to support customer deployments.
Today, Mobileye Drive serves as a standalone self-driving system that is being integrated into partner programs. Under the new planned initiative, Mobileye will extend its role across the entire robotaxi value chain, combining Mobileye Drive with its Moovit subsidiary's Mobility Platform and consumer-facing applications, multi-modal trip planning, AV mission control, fleet-management technologies and integration with teleoperation infrastructure.
The initiative does not alter Mobileye's commitment to supplying Mobileye Drive to automakers, mobility operators, and other customers. Rather, Mobileye views direct robotaxi operations as a complementary path to market that can accelerate deployment, generate operational learnings, and further demonstrate the capabilities of the Mobileye Drive platform at scale. The company expects its customer-driven and directly operated robotaxi programs to advance in parallel.
Mobileye is planning to prepare an initial fleet of about 100 vehicles targeted for deployment in a major metropolitan U.S. market beginning in 2027. The deployment is planned to be phased throughout the year and is intended to validate the operational model under fully driverless conditions. Following successful operation of the initial fleet, Mobileye plans to scale the business substantially, targeting approximately 17,000 vehicles over the following five years.
"The robotaxi revolution has only just begun, and its potential for transforming how we travel around the world continues to increase," said Prof. Amnon Shashua, founder and chief executive officer of Mobileye. "As interest in autonomous mobility accelerates, the industry has become increasingly dependent on a small number of technology providers and business models. We believe there is an opportunity for a new approach—one built on deep autonomous-driving expertise, strong industry partnerships, and proven capabilities across the mobility ecosystem.
"Mobileye has spent more than two decades building the technologies required for autonomous driving. Today we are taking the next step: combining those technologies with operational ownership to create a financially and geographically scalable robotaxi business designed from the ground up for global deployment."
To complete the end-to-end AV platform, Mobileye will be working with AV-ready vehicle platform manufacturers, fleet operators, vehicle integration partners, and key technology suppliers. The resulting ecosystem will enable Mobileye to own and operate autonomous ride-hailing services under a unified business division.
"This initiative is not a replacement for our existing partnerships; it is an extension of them," said Shashua. "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."
Mobileye Drive builds on more than 25 years of experience in computer vision, mapping, sensing, and autonomous driving technologies, using the latest Compound AI approaches blending multiple AI techniques and robust safety frameworks within an engineered architecture. More than 230 million vehicles worldwide have been produced with Mobileye technology inside, providing a foundation of real-world experience unmatched in the industry.
The initiative also extends Moovit's strategy of helping riders discover, plan and use transportation services more easily in complex urban environments. Moovit's mobility platform serves more than 1.7 billion users across more than 3,500 cities in 112 countries and 45 languages. Moovit's expertise in consumer mobility, multimodal trip planning, rider engagement and fleet operations provides a critical foundation for scaling autonomous mobility services globally.
Login to comment