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Mobileeye is pivoting from a pure supplier model to direct market participation by launching its own robotaxi fleet in 2027, signaling an industry shift where technology providers seek vertical integration for revenue diversification. This strategic move positions the company as both a vendor and competitor within the autonomous vehicle ecosystem, potentially altering competitive dynamics among self-driving system developers.

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Mobileye’s US robotaxi launch will put it on both sides of the AV business

TechCrunchJune 16, 20263 min read

Mobileye apparently wants to own some of the robotaxi market, even if that puts it in direct competition with companies it supplies its self-driving system to.

Mobileye has pitched itself as an autonomous vehicle technology supplier. Now, it wants the operator label, too. The Intel subsidiary and publicly traded company said Tuesday it plans to launch a robotaxi service in a U.S. city in 2027, marking an expansion beyond its supplier strategy. Mobileye didn’t name the U.S. city. However, the Israeli-based company…

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