Mobileye announced plans to expand its robotaxi activities beyond supplying self-driving technology and into full ownership of an autonomous ride-hailing business. The new initiative is expected to launch in a U.S. city in 2027.
This move marks a major evolution of Mobileye’s strategy by combining its autonomous driving capabilities with fleet operations, rider services, and mobility management into a single vertically integrated offering. The business will operate alongside Mobileye’s existing model of supplying autonomous-driving technology to automakers and mobility providers worldwide.
Mobileye Drive currently serves as a standalone self-driving system being integrated into partner programs. Through the new planned initiative, Mobileye will extend its role across the robotaxi value chain by combining Mobileye Drive with its Moovit subsidiary’s Mobility Platform and consumer-facing applications. The offering will also include multi-modal trip planning, autonomous vehicle mission control, fleet-management technologies, and integration with teleoperation infrastructure.
Mobileye said the initiative does not change its commitment to supplying Mobileye Drive to automakers, mobility operators, and other customers. Instead, the company views direct robotaxi operations as a complementary path to market that can accelerate deployment, generate operational learnings, and demonstrate the Mobileye Drive platform at scale.
Mobileye is planning to prepare an initial fleet of about 100 vehicles for deployment in a major metropolitan U.S. market beginning in 2027. The rollout is expected to be phased throughout the year and is intended to validate the operating model under fully driverless conditions. After successful operation of the initial fleet, Mobileye plans to scale the business significantly, targeting approximately 17,000 vehicles over the following five years.
To complete the end-to-end autonomous vehicle platform, Mobileye said it will work with AV-ready vehicle platform manufacturers, fleet operators, vehicle integration partners, and key technology suppliers. This ecosystem is expected to enable Mobileye to own and operate autonomous ride-hailing services under a unified business division.
Mobileye Drive builds on more than 25 years of work in computer vision, mapping, sensing, and autonomous driving technologies. More than 230 million vehicles worldwide have been produced with Mobileye technology inside. The initiative also expands the strategy of Moovit, whose mobility platform serves more than 1.7 billion users across more than 3,500 cities in 112 countries and 45 languages.
KEY QUOTES:
“The robotaxi revolution has only just begun, and its potential for transforming how we travel around the world continues to increase. 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. 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.”
Prof. Amnon Shashua, founder and CEO of Mobileye
“This initiative is not a replacement for our existing partnerships; it is an extension of them. 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.”
Prof. Amnon Shashua, founder and CEO of Mobileye
