Robotaxi manufacturers in 2022 numbers is slimmer than previous years. The technology challenges manufacturers. Many manufacturers promise autonomy but only a few have deployed their technology into fare-paying customers. There are over 33 robotaxi manufacturers still with a race to get to deployment for the majority.
It cannot come soon enough. A review of road accidents shows autonomous vehicles saves lives by reducing road accidents by over 4 times today and worth over $30billion just in saved lives and road trauma. For a full view, check out Robotaxis saves lives. Robotaxis will be a huge good business and disrupt the global car industry.
Who is the Leader of Robotaxi Manufactures in 2022?
Who is Closest to Market and Scale? There are some robotaxis that may have better technology. But who can scale manufacturing? The rise of LLM AI and end to end AI enable robotaxis. Deployment may be slow for most manufacturers.
- Tesla has 60,000 “Beta” testers of their “FSD” which would be level 4. The driving ability has become safer than humans.
- Tesla could deploy to the 4m cars they have produced The software requires hardware 3 or 4. Tesla could download FSD software and turn on. Tesla have hinted they will produce a dedicated robotaxi vehicle in 2025 – the model 2.
- Waymo has a product already fare paying. But they need to scale to other cities, and to other manufacturers.
- Pony.AI has operating services in 4 cities in China
- Cruise has robotaxis in 1 city and will be deployed by a GM specific vehicle
- Navya has self driving shuttles.
See the table below for more of the contenders and suppliers in this space.
Crowed Robotaxi Market
For a good detailed review vehicle manufacturers and their announcements (Link here)
Landscape of Robotaxi Manufacturers In 2022
A deceptive chart shows who is who. The chart puts Tesla at the bottom. Over 1m Tesla vehicles owners bought FSD Beta. Over 4 million Teslas could become robotaxis overnight, with FDS available in both hardware 3 and 4. Hotly contended given FSD from Tesla is to build the edge cases with real drivers. But shows the efforts of all. By the end of 2022, more companies have exited the development process.
The number of providers to this industry is huge.
Companies Developing Robotaxis
There are multiple companies developing Robotaxis over the past 20 years. Many have been started, then adsorbed by others.SF=San Francisco - center of autonomous vehicles
Data from various including BuiltIn
For detailed view head to Grey B Review
| Company | Started | Stage | Cities | No. | Notes | Website |
|---|---|---|---|---|---|---|
| Tesla | 2008 | Beta testing | USA | 60,000 | FSD with humans required | Tesla FSD program |
| Cruise | 2013 | Beta | SF | 200 | Currently 10pm to 6am in San Fran, with volunteer. Soon to be commerical | Cruise |
| Waymo | 2009 | Commercial | Phoenix, AR, SF Europe | 100 | Range of vehicles. Waymo and Zeekr, Geely’s, jointly develop BEV Europe Volvo agreement Other companies including Jaguar | Waymo One |
| Pony.Ai | 2016 | Cars Trucks | Shenzhen Shanghai Beijing Guangzhou | Uses NVidia, Robotaxi services in Beijing. Uses ONTIME, GAC’s ride-hailing app.Pony partnered with Lexus, Hyundai, and Lincoln to pilot their unique tech | Pony AI China | |
| Zoox | 2014 | Beta | SF | Purchased by Amazon on demand mobility | Zoox Vehicle | |
| Navya | 2014 | Production | Lyon, France, Japan, Saudi | 100 | 15 seat Shuttles at airports, communities, universities. with Leolis | Navya shuttles |
| Kia-Hyundai | 2023 | Planning | South Korea | Motional- JV Hyundai and Aptiv and using Ioniq-5 vehicle 30 sensors | Hyundai Robotaxis | |
| Mobile-Eye | 2002 | Production | launch in Germany, Israel. Paris. | Provide systems to 25+ vehicle manufacturesrs, with 100m and 300 models with Mobileye technology | MobileEye Iintel Company) | |
| Ford | Beta | Austin, Miami, Washington DC | Technology partner Argo AI, integrated into our Ford Escape Hybrid vehicle platform | Ford Autonomous | ||
| Audi | 2030 | Concept cars | Germany | Will use NVidia stack. Testing in China | Audi | |
| NVidia | 1998 | Deployed | USA | Provides self driving hardware and software. | Provide the full compute and AI to variety of manufacturers. Open NVIDIA DRIVE Software stack | Nividia Solutions |
| Huawei | 2025 | Moving to AV. | China | 400 | Providing telecom solutions for autonomous cars | Huawei Telecommunications |
| Motional | 2020 | Pilot, deploy 2023 | US, Boston | 100,000 rides | Partners Lyft, Via, Uber Eats, Aptive, Hyundai. | Motional |
| Voyage | 2017 | Deployed | SF | Senior citizens in retirement communities, but purchased by Cruise in 2021 | Cruise bought voyage- | |
| Swift Navigation | 2012 | Provider | SF | Millions | GPS provisioning, lane-level for autonomy and ADAS | Swift Automotive |
| Embark Trucks | 2016 | Beta | SF | dispatch fleets of driverless trucks and shipping vehicles | Embark Self driving trucks- | |
| Carmera | 2015 | Provider | SF | HD mapping technology for use in self-driving vehicles. Crowd sourced, updated maps.naut | Carmera Road Intelligence | |
| Nauto | 2015 | Provider | SF | 800 brands | fleet safety platform, driver behavior tracking alerts, built-in incident reporting, and predictive collision alerting systems | Nauto Predictive AI- |
| Ouster | 2015 | Digital Lidar | SF | 6000 shipped, 600 customers | 3D lidar sensor technology used in mining, automotive, truckng | Ouster Lidar |
| Unity Technologies | 2004 | Provider | SF | 3D tech and VR for use in AV simulatons and optimese | Unity Tools | |
| WiTricity | 2007 | Supplier | Watertown MA | wireless charging essential for robotaxis | WiTricity Wireless Charging | |
| Arity | 2016 | Provider | analysis of driving and big data | Arity telematics- | ||
| Magna (Optimus Ride) | 2015-2020 | ADAS systems | Boston | fully autonomous shuttle service on campuses and small communities purchased by Magna. Magna has Lidar and ADAS systems | Magna - includes Optimus Ride | |
| AutoX | 2016 | Deployed | Shenzen, Shanghai, Wuhan Wuhu, + Silicon Valley. | 500 | Operating. USA Based San Jose | AutoX |
| Aurora / Uber | 2009 | Sold to Aurora | SF | Given up developing themselves. Sold to Aurora | Aurora Self Driving | |
| ABB | 1988 | Provider | Colorado | Provide range of products for self driving cars. Purchased ASTI mobility robots | ABB electrification for AVs | |
| CloudMade | 2008 | Provider | SF | Automobile personalization technology and smart AI technologies | Cloud Made OEM | |
| Lumotive | 2018 | Lidar provider | Seattle | environmental scanning tech is integrated with beam steering systems | Lumotive | |
| Seeva Technologies | 2016 | Lidar extra | Seattle | Thermal adjustment and cleaning technologies to keep the line of vision clear. | Seeva Technoligies | |
| Reality AI | 2015 | New York City | Sound sensors. Partners Denso, | Reality AI product | ||
| DeepScale | 2015 | AI | SF | integrate deep neural network technologies with self-driving technology. Bought by Tesla | Tesla aquires DeepScale | |
| HAAS Alert | 2015 | Emergency Responders | Chicago | Safety Cloud communicates road safety data to and from their networks. Stellantis. Waze | HaaS Alert system | |
| Nodar | 2018 | Provider | Boston | 3D peripheral sensors for driverless vehicles | Nodar long range 3D vision | |
| Nexar | 2015 | Provider dash cams | 1000 cities, 95% of US freeways | Linking their cameras with computer components that are already in cars today, in fleets | Nexar Car Cams | |
| AEye | 2013 | Lidar provider | AI driven adaptive LiDAR, 4Sight targets and processes information in real-time, delivering faster, more accurate and reliable data. Partners Continental, | AEye Lidar | ||
| May Mobility | 2017 | Shuttles | Arlington, Ann Arbor, Hiroshima, Japan, Detroit, and Grand Rapids | 25 shuttles, 300k rides | Partners with Toyota, Bridgetone, fleet management, | May Mobility Shuttles |
| Argo AI | 2016 | Provider, Lidar, AV system. | Detroit, Munich, Miami, Palo Alto, Pittsburgh, D.C., and Austin | Builds cloud infrastructure including maps, software, and hardware for a complete platform for self-driving cars. Partners include VW, Ford, Lyft, Walmart, | Argo AI - | |
| WeRide | 2017 | L4 AI technology, with OEMs | Guangzhou | Over 10m km, 147,000 trips, 60,000 passengers. Funded Renault-Nissan-Mitsubishi Alliance. | We Ride | |
| Nuro | 2016 | deployed delivery vehicle | CA, USA | 3rd Gen, small delivery van, for food and services.With heating / cooling compartments. | Nuro Delivery Robo Vans | |
| Otonomo | 2015 | deployed | Israel. | 50m vehicles. | Data mining. mapping, EV recharging, usage-based insurance, emergency services, parking | Otonomo Data |
| Hesai Technology | 2015 | Lidar, provider | China | QT128 is an ideal blind spot solution for L4 applications such as robotaxis and robotrucks. Partnered with SAIC, Zoox. | Hesai Technology | |
| Einride | 2016 | Deployed | Sweden | Self-driving Einride Pod and E-Truck. freight hauling and trucking. Customers Coke, Michelin, Svenska, | Eiride Trucking | |
| Momenta | 2016 | Software Self Driving development | Beiing | Self driving for private vehicles. Open solution. | Monenta China |
Zoox mobility
Robotaxi Trucks
Some businesses focus on trucks. Kodiak focuses on this market segment with their rationale is that driving is dangerous. Every year, over 400,000 truck-related accidents on US highways occur
