Mobileye Shifts Gears: From Supplier to Robotaxi Operator

Mobileye, an Intel subsidiary, has announced plans to launch its own robotaxi service, marking a strategic pivot from its traditional role as a supplier. The autonomous vehicle technology provider intends to debut its robotaxi operations in an unnamed U.S. city in 2027. The initial fleet will comprise 100 autonomous vehicles, with a phased rollout throughout that year.

Looking ahead, Mobileye aims for significant expansion, projecting a fleet of approximately 17,000 robotaxis within five years following the service's inception. This ambitious venture positions Mobileye to compete directly within the burgeoning robotaxi market, a sector it has historically enabled through its advanced self-driving systems and computer vision technology. The company will operate a new business division for this service, managing the fleet and utilizing its owned Moovit app for consumer engagement.

This initiative is positioned as a complement, not a replacement, to Mobileye's existing partnerships with automakers. The company emphasized its continued commitment to supplying its Mobileye Drive system to mobility providers. Operating its own service, Mobileye stated, will accelerate adoption, provide invaluable operational experience, and powerfully showcase the full potential of autonomous mobility solutions.