Mobileye plans to launch its own autonomous ride-hailing service in the United States in 2027.
This marks a shift from its current role as a supplier of self-driving technology to automakers and mobility companies
Plans call for an initial deployment of around 100 vehicles into a large U.S. city, with rollout continuing in stages across 2027 under fully driverless conditions. Over the five years after that initial launch period, the company aims to grow the fleet to around 17,000 vehicles. The new business will combine Mobileye’s self-driving system, known as Mobileye Drive, with the mobility platform of its Moovit subsidiary, which serves more than 1.7 billion users across more than 3,500 cities in 112 countries.
The integrated offering will also incorporate fleet management, AV mission control, and teleoperation infrastructure, the company said. Mobileye founder and CEO Amnon Shashua said this move is meant to complement, not replace, the company’s current supplier relationships. “This initiative is not a replacement for our existing partnerships; it is an extension of them,” Shashua said in a statement. “We remain deeply committed to enabling automakers and mobility providers with Mobileye Drive.” By entering the robotaxi market, Mobileye now finds itself competing against certain automakers and mobility companies that rely on its technology, according to CNBC. The company’s shares jumped roughly 6% on the news.