The new business layout breaks through the original positioning of an autonomous driving system supplier, complementing existing cooperation projects with automakers and mobility service providers.
SHANGHAIJune 17, 2026 /PRNewswire/ — Mobileye today announced plans to further expand its Robotaxi business, extending from providing autonomous driving technology to independently operating autonomous ride-hailing services. The new project is slated to launch in a U.S. city by 2027, marking a significant strategic upgrade for Mobileye. At that time, Mobileye will integrate industry-leading autonomous driving technology, fleet operations, passenger mobility services, and mobility management capabilities to create a vertically integrated solution. This new business builds on Mobileye’s existing business model — Mobileye will continue to serve as an autonomous driving technology supplier, providing solutions to global automakers and mobility service providers, while adding a new operational segment alongside ongoing customer deployments.
Conceptual diagram of Mobileye’s proposed Robotaxi service
Currently, Mobileye Drive, as an independent autonomous driving system, is being integrated into partner projects. Under the new initiative, Mobileye will streamline the Robotaxi value chain, leveraging the Mobileye Drive system and integrating its Moovit mobility platform and consumer-facing applications, multimodal trip planning, autonomous driving operations scheduling, fleet management technology, and remote assistance infrastructure.
This new initiative will not change Mobileye’s commitment to continue providing Mobileye Drive to automakers, mobility operators, and other customers. The company views its self-operated Robotaxi business as a complementary market path that will help accelerate autonomous driving deployment, accumulate frontline operational experience, and further validate the scalability of the Mobileye Drive platform. The company plans to advance both customer collaboration projects and its own operational fleet simultaneously.
Mobileye plans to initially deploy approximately 100 autonomous vehicles, beginning operations in a major U.S. metropolitan area in 2027. The deployment will proceed in phases, aiming to validate the entire operational model under fully driverless conditions. Once the initial fleet operates stably, the company also plans to significantly scale the business, targeting expansion to approximately 17,000 vehicles within the next five years.
Professor Amnon Shashua, Founder and CEO of Mobileye, stated: “The transformation in the Robotaxi sector is just beginning, and its potential to reshape global mobility continues to grow. As the autonomous driving mobility track heats up, the industry heavily relies on a limited number of technology suppliers and business models. We believe we can forge a new development path, leveraging deep autonomous driving technology expertise, a strong industry cooperation ecosystem, and mature deployment capabilities covering the entire mobility system to build a differentiated layout. For over two decades, Mobileye has continuously invested in foundational autonomous driving technology research and development. Now we are taking a significant new step: combining proprietary technology with independent operations to create a global Robotaxi business that is financially scalable and replicable across regions. We plan to hold a Capital Markets Day in the U.S. by the end of 2026, where we will share more detailed information on commercialization, technology, and operations.”
To perfect the end-to-end autonomous driving platform, Mobileye will collaborate with autonomous vehicle platform manufacturers, fleet operators, vehicle integration partners, and key technology suppliers. Leveraging this ecosystem, Mobileye will oversee the construction and operation of its own autonomous ride-hailing service through a unified business unit.
Professor Amnon Shashua added: “This initiative does not replace existing partnerships but extends them. We will continue to empower automakers and mobility service providers through Mobileye Drive; at the same time, operating our own mobility service will help accelerate the market adoption of our technology, accumulate firsthand operational experience, and fully unlock the potential of autonomous mobility.”
Mobileye Drive is built on over 25 years of experience in computer vision, mapping, perception, and autonomous driving technology research and development. It features the latest composite AI architecture, integrating multiple AI algorithms, paired with a rigorous safety framework, and is realized through an engineering architecture. More than 230 million vehicles worldwide are equipped with Mobileye technology, accumulating industry-leading real-world road experience.
This business layout also expands Moovit’s original business strategy. Moovit is dedicated to addressing the full process needs of users querying, planning, and using public transportation services in complex urban environments. The Moovit mobility platform covers 112 countries and over 3,500 cities worldwide, supports 45 languages, and serves more than 1.7 billion users. Moovit’s expertise in consumer mobility services, multimodal route planning, user operations, and fleet operations provides a critical foundation for the company’s global expansion of autonomous mobility services.
About Mobileye
Mobileye (Nasdaq: MBLY) leads the transformation of mobility through its driving automation and driver assistance technologies, leveraging world-renowned expertise in artificial intelligence, computer vision, mapping, and hardware-software integration.
Since its founding in 1999, Mobileye has been committed to promoting the widespread adoption of advanced driver assistance systems to enhance driving safety, pioneering breakthrough technologies such as Road Intelligence, True Redundancy™ sensing, and Responsibility-Sensitive Safety (RSS). These technologies are driving the evolution of advanced driver assistance systems and driving automation toward the future of mobility — achieving higher levels of driving automation and large-scale deployment of mobility solutions, powering industry-leading advanced driver assistance systems. As of the end of 2025, approximately 230 million vehicles worldwide were equipped with Mobileye’s EyeQ™ technology. In 2026, Mobileye acquired Mentee Robotics to enter the humanoid robotics field, expanding its business footprint to comprehensively cover the Physical AI domain.