Source: XPeng

XPeng Motors (HKG:9868) said on November 5, 2025 that it will launch three mass-produced Robotaxi models in 2026 and begin pilot operations that same year. Chairman and Chief Executive Officer He Xiaopeng said the company is pursuing scalable deployment rather than limited demonstration operations.

The Robotaxi models are designed for L4 autonomous driving and use a full in-house software and hardware stack. Each vehicle is equipped with four Turing AI chips providing up to 3,000 TOPS of computing capacity.

Source: XPeng

The system uses pure vision perception rather than LiDAR or high-definition maps, which XPeng said will support deployment across varied global road environments. The vehicles use a redundant architecture across core safety-related systems, including perception, steering, braking, communications, energy and compute. The models run XPeng’s second-generation VLA autonomous driving architecture, which is designed to generalize across differing global driving habits.

XPeng said Amap will serve as the first partner in its Robotaxi service ecosystem. Users will be able to book XPeng Robotaxis through Amap, and the service is intended to expand beyond mainland China. XPeng plans to open a software development kit for future partners.

XPeng previously partnered with Didi in 2023 to establish platform support for Robotaxi operations. The company has said that vehicles capable of L4 autonomy will be ready for mass production in 2026, with pilot operations dependent on regulatory approval in select markets.

XPeng said its Robotaxi fleet and its consumer vehicle lineup will remain distinct. Consumer Ultra models will not include Robotaxi-grade hardware or cloud control services, though both product lines will share the same core intelligent driving model by 2026.

Several autonomous driving companies continue to record losses. Analysts expect unit margins for Robotaxi services in major Chinese cities to turn positive around 2026, with operating profitability expected later in the decade.

XPeng delivered 42,000 vehicles in October 2025, a 76% year-over-year increase. Total deliveries in the first ten months of 2025 reached about 355,200 units, up 190% year-over-year.

In the first half of 2025, XPeng reported revenue of 34.09 billion CNY (c. USD 4.78 billion) and a net loss of 1.14 billion CNY (c. USD 160 million), narrowing compared with the first half of 2024.

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