Waymo to launch robotaxis in Singapore by 2028, its first Southeast Asia market

Product / TechM&A · Partnership
โดย Fortune·SGUS·Read original
Summary · why it matters

Waymo announced on Sept. 18 that it plans to launch robotaxi service in Singapore by 2028, marking its first entry into Southeast Asia and following just days after the company revealed plans to enter its first Asian market, Japan. Waymo's all-electric Jaguar I-PACE vehicles are set to arrive in Singapore in the coming months and undergo a training phase in 2027, when autonomous specialists will conduct initial manual driving to train the vehicles on local roads and weather patterns. Singapore transport minister Jeffrey Siow said the city-state has been preparing for driverless autonomous vehicles for more than a decade, and noted that Singapore has over 70,000 taxi and private-hire car drivers compared with only around 20 AVs on its roads today. Singapore is already one of the world's most crowded AV markets, with Chinese robotaxi firms WeRide and Pony AI having announced partnerships with Grab and ComfortDelGro last September and both operators running autonomous shuttle services in the Punggol district. Waymo's Japan service, in partnership with taxi app operator GO and taxi company Nihon Kotsu, is set to go live in 2027, while Uber, Nissan and UK startup Wayve plan a pilot robotaxi program in Tokyo in late 2026.

Impact on stocks 8

Robotics & Physical AI · 4 stocks
Alphabet Inc Class C
GOOG
▲ PositiveTechnologyrelevance

Waymo (Alphabet) expands its robotaxi service into Singapore by 2028, its first Southeast Asia market, advancing its autonomous driving business.

WeRide Inc.
0800
± MixedCompetitionrelevance

WeRide is cited as an existing robotaxi operator in Singapore via a Grab partnership, so Waymo's entry adds competition but no direct financial impact is given.

Pony AI Inc.
2026
± MixedCompetitionrelevance

Pony AI is named as a rival robotaxi operator already running services in Singapore, with Waymo's arrival adding competitive pressure but no concrete effect stated.

Digital Finance & Tokenization · 1 stocks
Grab Holdings Ltd
GRAB
± MixedCompetitionrelevance

Grab is mentioned as a partner of rival robotaxi firms WeRide and Pony AI, but Waymo's Singapore entry is not stated to directly affect Grab.

Industrials · 1 stocks
Electrification & Mobility · 1 stocks
Consumer Discretionary · 1 stocks

Theme Impact 2

Off-coverage companies 2

Nihon KotsuPrivate± Mixed
relevance

Wayve Technologies LimitedPrivate± Mixed
relevance

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