Tech
Jun 16, 20262
74%
Mobileye to Launch US Robotaxi Service in 2027, Shifting from Pure Technology Supplier Role
Mobileye announced it will launch its own robotaxi service in a US city in 2027, starting with 100 vehicles and scaling to approximately 17,000 over five years. The move represents a strategic expansion beyond the company's role as an autonomous vehicle technology supplier, using its Moovit platform to manage the service while maintaining existing partnerships with automakers.
Quick Facts
Who
Mobileye
What
Announced launch of standalone robotaxi service
When
2027 launch date
Where
Unnamed US city
- Announced launch of standalone robotaxi service
- Shift from pure technology supplier to operator
- Vertical integration using Moovit platform
- Fleet deployment and scaling plan
- Maintaining existing supplier partnerships
Mobileye, the Israeli autonomous driving technology company owned by Intel and publicly traded since 2022, announced plans to launch its own robotaxi service in an unnamed US city in 2027. The move marks a significant strategic shift for the company, which has built its reputation over two decades as a supplier of autonomous vehicle technology to major automakers.
The robotaxi service will operate as a vertically integrated business using Mobileye's Moovit mobility platform to manage customer bookings, fleet coordination, and rider interactions. The company will begin with approximately 100 autonomous vehicles in early 2027, with ambitions to scale to around 17,000 robotaxis over the subsequent five years. The vehicles will be selected from "AV-ready vehicle platform manufacturers," with reports suggesting potential use of Great Wall Motors' Ora iQ electric crossover.
Mobileye founder and CEO Amnon Shashua framed the expansion as complementary to the company's existing supplier business rather than a replacement. "Operating our own service allows us to accelerate adoption, gain direct operational experience, and showcase the full potential of autonomous mobility," Shashua stated. The company emphasized that it will maintain its current partnerships with automakers and mobility providers, including Volkswagen and its MOIA subsidiary, while simultaneously competing in the robotaxi market.
The announcement reflects Mobileye's long-standing vision to ultimately achieve consumer-accessible autonomous vehicles. Shashua noted in a 2020 interview that the robotaxi business was essential to reaching the "Holy Grail" of passenger vehicle autonomy. Mobileye rose to prominence in the mid-2010s supplying advanced driving assistance systems to Tesla's Autopilot before ending that relationship in 2016 over concerns about safety claims. Since then, the company has established itself as a core technology provider across the automotive industry.
Why This Matters
Mobileye's shift from pure technology supplier to robotaxi operator signals accelerated competition in autonomous mobility and validates the business case for consumer robotaxi services. For investors, this demonstrates management's confidence in AV readiness and provides a direct revenue stream beyond licensing deals. For consumers and cities, it implies faster real-world robotaxi deployment and operational transparency, while for traditional automakers partnered with Mobileye, it introduces a new competitive dynamic—they simultaneously support a supplier that now competes in their market.
Timeline & Sources
Jan 1, 2017
WireIntel acquired Mobileye
Jan 1, 2020
WireAmnon Shashua expressed vision that robotaxis were necessary to achieve consumer vehicle autonomy
Jan 1, 2022
WireMobileye went public via IPO
Jun 16, 2026
WireMobileye announced plans to launch US robotaxi service
Jan 1, 2027
WirePlanned launch of Mobileye robotaxi service with 100 vehicles