Archive — US — techcrunch
Mobileye’s US robotaxi launch will put it on both sides of the AV business
Mobileye, known for supplying autonomous vehicle technology, plans to launch a robotaxi service in a U.S. city by 2027, expanding its role beyond being a supplier. It aims to start with 100 vehicles and potentially grow to 17,000 in five years, while retaining existing partnerships with automakers.
Key points
- Mobileye aims to launch a robotaxi service in the U.S. by 2027.
- It plans an initial fleet of 100 autonomous vehicles, scaling to 17,000 by 2032.
- Mobileye seeks to expand its role from a technology supplier to a direct operator of robotaxis.
- The initiative is expected to complement its existing supplier business with automakers.
- Mobileye will use its self-driving system and integrate with the Moovit app for ride-hailing.
Why it matters
- The announcement reflects the growing trend of companies not only supplying technology but also entering the AV market as operators.
- Historically, Mobileye has focused on partnerships with companies like Volkswagen for technology supply but is now shifting strategy.
- As of 2025, trends indicate a significant move towards robotaxi services, involving multiple players transitioning from suppliers to service providers.
Mobileye's planned entry into the robotaxi market signals a significant shift in strategy, aiming to balance its role as a supplier while exploring direct operation, aligning with broader industry trends toward autonomous transportation.