Mobileye has announced plans to expand its robotaxi activities beyond supplying self-driving technology and into full ownership of an autonomous ride-hailing business. The initiative, set to launch in a US city in 2027, will combine Mobileye’s autonomous driving capabilities with fleet operations, rider services and mobility management into a single vertically integrated offering. This adds to Mobileye’s existing business model as a supplier of autonomous-driving technology to auto makers and mobility providers.
Mobileye Drive serves as a standalone self-driving system that is being integrated into partner programs. Under the 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, multimodal trip planning, AV mission control, fleet-management technologies and integration with teleoperation infrastructure.
“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, the 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 will continue to supply Mobileye Drive to auto makers, mobility operators and other customers.
The company plans to prepare an initial fleet of about 100 vehicles targeted for deployment in a major metropolitan US 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 the successful operation of the initial fleet, Mobileye plans to scale the business substantially, targeting approximately 17,000 vehicles over the following five years.
“Mobileye has spent more than two decades building the technologies required for autonomous driving,” added Shashua. “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. We look forward to sharing additional commercialization, technological and operational details at a Capital Markets Day planned to take place in the US prior to 2026 year-end.”
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 auto makers 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.”
In related news, Waymo selects Element to support autonomous fleet operations