Overview
- XPENG, which announced the rollout Monday in Guangzhou, says the vehicle is the first robotaxi in China mass-produced through a full in‑house stack.
- The model sits on the GX platform and is built to Level 4 autonomy with four Turing AI chips delivering 3,000 TOPS and a VLA 2.0 pure‑vision system that drops LiDAR and HD maps to cut latency under 80 milliseconds.
- Pilot rides are slated for the second half of 2026, and the company targets driverless service without on‑site safety officers in early 2027 after an initial phase with human supervisors.
- XPENG plans an open ecosystem by offering a robotaxi SDK, naming Amap as its first dispatch partner, and making its VLA 2.0 model available to outside customers reported to include Volkswagen in China.
- Management expects the fleet to scale from hundreds to thousands over the next 12 to 18 months, and shares slipped as investors weighed execution, regulatory approval, and competition from established robotaxi players.