This analysis evaluates how global OEMs are repositioning themselves within the emerging robotaxi landscape by transitioning from traditional automakers into autonomy-enabled platform suppliers. It examines evolving OEM strategies, the rise of software-defined vehicle architectures, and the growing influence of AI and chip partners in shaping Level-4–ready platforms.

The analysis examines why OEMs are shifting toward building complete robotaxi-capable vehicles for operators such as Uber, exploring how new partnership models, in-house capability building, and original design manufacturer (ODM)-style manufacturing approaches are redefining competitive differentiation. It highlights the accelerating trend of OEMs supplying autonomy-ready platforms rather than running fleets, as well as the emergence of platform-as-a-service models.

• How can you optimize growth strategies based on the detailed profiles of leading OEMs, their autonomy roadmaps, technology alliances, platform strategies, and robotaxi readiness?
• In what ways are robotaxis reshaping the OEM role in autonomous mobility and reshaping future growth potential?
• Which prospects can help your team assess major partnerships and leverage emerging growth opportunities?