Chinese EV startup focused on electric passenger vehicles
Several firms have announced expansion plans and new measures that will accelerate commercial robotaxi rollouts. Mobileye has announced a 2027 U.S. launch with an initial 100-vehicle fleet and a five-year target of 17,000; Wayve and Uber are preparing a supervised London service in the coming months; Tesla and Waymo are expanding U.S. coverage; and new indices show Chinese robotaxi players are scaling faster than many expected.
Chinese automakers have doubled electric-vehicle exports and are shifting production and R&D toward Europe as domestic demand cools. BYD has announced European assembly in Hungary and plans more local production; Xpeng says it will compete on quality rather than price. European OEMs are pivoting into defence contracts while Rivian has cut under 2% of staff as it begins R2 deliveries.