The race for autonomous transportation has just added a new major contender. Mobileye, a company recognized for developing driving assistance technologies for numerous automobile manufacturers, decided to take a much more ambitious step and enter directly into the robotaxis business.

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The firm, which is part of Intel, no longer wants to limit itself to supplying systems and components to third parties.

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Its goal now is to operate its own fleet of driverless vehicles and compete directly with companies that have an advantage in this segment, such as Waymo and Tesla.

Change of strategy with great aspirations

For years, Mobileye built its reputation thanks to its computer vision systems and ADAS technologies present in vehicles of different brands. This experience accumulated in millions of kilometers traveled has allowed it to perfect its autonomous driving solutions.

Now the company believes that the time has come to take advantage of all that knowledge to offer its own service.

To do this, it will use Moovit, the mobility platform it currently controls, as a tool to manage reservations, trips and customer service.

The plan includes thousands of vehicles

Mobileye's roadmap is quite ambitious. The project would start in 2027 with a fleet of close to 100 robotaxis in a US city that has not yet been announced.

If the results are good, the company intends to expand rapidly until it reaches approximately 17,000 autonomous vehicles within five years. This figure reveals the magnitude of the bet and the confidence that the company has in the growth of this market.

Amnon Shashua, CEO of Mobileye, maintains that the transportation transformation is just beginning and that robotaxis can completely change the way people move within cities.

The vehicle remains a mystery

One of the aspects that has not yet been clarified is which model will be part of the future fleet. The company only confirmed that it will work together with manufacturers specialized in platforms for autonomous driving.

Some information suggests that an adapted version of the Ora iQ electric crossover, developed by Great Wall Motors, could be among the options considered for the project, although for now there is no official confirmation.

Mobileye's entry will occur in a scenario where several competitors already have real experience on the streets. Waymo operates commercial services in cities such as San Francisco, Los Angeles and Phoenix, while Tesla has begun rolling out its own robotaxis in Austin.

For this reason, Mobileye will need to quickly demonstrate that its technology can offer levels of security, reliability and efficiency comparable to those of current leaders.