Mobileye is stepping out from behind the dashboard. The company said on June 16 that it will launch its own robotaxi service in the United States in 2027, expanding beyond its long-standing role as a supplier of autonomous-driving technology and into the direct operation of driverless ride-hailing fleets.
From supplier to fleet owner
For more than two decades Mobileye has sold self-driving and driver-assistance systems to automakers, most visibly its EyeQ system-on-chip. The new venture marks a strategic pivot toward vertical integration, with the company combining its Mobileye Drive self-driving stack with mobility software and fleet-management tools from its Moovit subsidiary. The result is a single platform that spans vehicle technology, rider services and day-to-day fleet operations.
"Mobileye has spent more than two decades building the technologies required for autonomous driving," founder and CEO Amnon Shashua said. "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."
Moovit as the rider layer
Moovit, which Mobileye acquired in 2020, provides trip-planning and transit services across more than 3,500 cities and reaches roughly 1.7 billion users. Mobileye said that reach in rider engagement, multimodal planning and fleet operations gives it a foundation for scaling autonomous ride-hailing rather than building those capabilities from scratch.
A phased rollout
The service will begin with about 100 fully driverless vehicles in a major US metropolitan area during 2027, deployed in phases through the year. If the launch succeeds, Mobileye intends to expand to roughly 17,000 vehicles over the following five years, working with vehicle manufacturers, fleet operators and integration partners along the way.
The company stressed the move complements rather than replaces its supplier business, letting it gather operational experience and validate its technology in real-world conditions while continuing to ship Mobileye Drive to customers. The announcement lands amid a wave of robotaxi expansion: rivals and partners alike are racing to scale, from the Lyft and Mobileye robotaxi launch in Dallas to Uber's London waitlist for Wayve robotaxis and a CATL-backed Level 4 robotaxi push in China. Mobileye has also been busy on the deal front, recently moving into humanoids through its acquisition of Mentee Robotics.
Reporting based on coverage from AI Insider and CNBC.