PONY AI Inc. Unveils Seventh-Generation Robotaxi Lineup, Targets Mass Production from mid-2025
Rhea-AI Summary
Pony AI Inc. (NASDAQ: PONY) unveiled its seventh-generation autonomous driving system and Robotaxi lineup at the Shanghai Auto Show. The new system features:
- 100% automotive-grade autonomous driving kit (ADK)
- 70% reduction in bill-of-materials costs
- 80% decrease in autonomous driving computation
- 68% reduction in solid-state LiDAR costs
The company showcased three Robotaxi models through partnerships with Toyota, BAIC, and GAC, including the Toyota bZ4X Robotaxi, ARCFOX Alpha T5, and second-generation Aion V. The modular platform architecture supports both Robotaxi and Robotruck services. Mass production is targeted to begin in mid-2025.
Positive
- 70% reduction in total bill-of-materials costs compared to previous generation
- Secured partnerships with major automakers Toyota, BAIC, and GAC
- Platform versatility supporting both Robotaxi and Robotruck services
- 100% automotive-grade ADK system promising enhanced stability and safety
Negative
- Mass production not starting until mid-2025, indicating potential revenue delay
- Significant capital investment likely needed for mass production scale-up
News Market Reaction
On the day this news was published, PONY gained 30.53%, reflecting a significant positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
SHANGHAI, China, April 23, 2025 (GLOBE NEWSWIRE) -- Pony AI Inc. (“Pony.ai” or the “Company”) (Nasdaq: PONY), a global leader in achieving large-scale commercialization of autonomous mobility, today unveiled its seventh-generation autonomous driving system alongside the first public showcase of the Robotaxi lineup with Toyota, BAIC and GAC at the Shanghai International Automobile Industry Exhibition (the "Shanghai Auto Show").
The seventh-generation autonomous driving system features
Dr. James Peng, Co-founder and Chief Executive Officer of Pony.ai, commented, “2025 marks the inaugural year of Pony.ai’s mass-produced Robotaxis. Achieving scaled production hinges on three critical cornerstones, which form the foundation of Pony.ai’s strategy: advancing technology readiness, enforcing product integration, and refining operational capabilities. Over the past few years, we have refined these pillars, positioning us well to deploy Robotaxis safely and reliably.”
Dr. Tiancheng Lou, Chief Technology Officer of Pony.ai, added, “The safety requirements for L4 systems inherently surpass those of human drivers, which we believe is unattainable through merely imitating human behaviour. Our proprietary PonyWorld generates realistic scenarios, conducts high-fidelity simulations, and establishes behaviour evaluation benchmarks to make our autonomous decision-making go beyond human capability. Building on this advanced technology, our seventh-generation autonomous driving system not only makes L4 autonomous driving possible but also ensures scalability at a manageable cost.”
Three seventh-generation Robotaxi models were unveiled at the Shanghai Auto Show, developed through strategic partnerships with Toyota, BAIC and GAC. Our long-standing collaboration with Toyota has been further strengthened with the launch of the Toyota bZ4X Robotaxi, the first production model featuring Pony.ai’s latest system. We also launched new BAIC and GAC Robotaxi models—the ARCFOX Alpha T5 and second-generation Aion V, completing our next-generation Robotaxi models' lineup.
About Pony AI Inc.
Pony AI Inc. is a global leader in achieving large-scale commercialization of autonomous mobility. Leveraging its vehicle-agnostic Virtual Driver technology, a full-stack autonomous driving technology that seamlessly integrates Pony.ai’s proprietary software, hardware, and services, Pony.ai is developing a commercially viable and sustainable business model that enables the mass production and deployment of vehicles across transportation use cases. Founded in 2016, Pony.ai has expanded its presence across China, Europe, East Asia, the Middle East and other regions, ensuring widespread accessibility to its advanced technology. For more information, please visit: http://ir.pony.ai.
Safe Harbor Statement
This press release contains statements that may constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “aims,” “future,” “intends,” “plans,” “believes,” “estimates,” “likely to,” and similar statements. Statements that are not historical facts, including statements about Pony.ai’s beliefs, plans, and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. Further information regarding these and other risks is included in Pony.ai’s filings with the SEC. All information provided in this press release is as of the date of this press release, and Pony.ai does not undertake any obligation to update any forward-looking statement, except as required under applicable law.
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Christensen Advisory
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