Global Autos Driver Humanoids & Robotaxi Rides Weekly

Research evidence excerpt

Global Autos Driver Humanoids & Robotaxi Rides Weekly

J P M O R G A N Europe Equity Research

24 May 2026

Global Autos Driver

Humanoids & Robotaxi Rides Weekly

Please find below the latest developments in autonomous European Autos & Auto Parts

driving across the world: Jose M Asumendi AC

(44-20) 7742-5315

jose.m.asumendi@jpmorgan.com

• ECARX Holdings and May Mobility signed a strategic framework J.P. Morgan Securities plc

agreement to deploy up to a thousand autonomy-enabled vehicles, with Akshat Kacker, CFA

initial rollout targeted for next year and commercialisation scaling in 2028. (44-20) 7134-6775

ECARX has been named as the intended exclusive technology provider, akshat.kacker@jpmorgan.com

supplying custom Level 4 central computing platforms and a full sensor suite J.P. Morgan Securities plc

for May Mobility’s next-generation autonomous ride-hail fleet. The Nick Lai

companies aim to reduce the all-in cost of a May Mobility autonomous vehicle (65) 6801-3176

by at least 50% by 2028, with the project’s total value estimated at about nick.yc.lai@jpmorgan.com

J.P. Morgan Securities Singapore Private Limited/

$750m. J.P. Morgan Securities (Asia Pacific) Limited/ J.P.

Morgan Broking (Hong Kong) Limited

• Einride and EASE Logistics will deploy two SAE Level 4 autonomous Akira Kishimoto

electric trucks in a proof-of-concept service between EASE warehouses in (81-3) 6736-8646

Marysville, Ohio, starting this summer. The deployment extends the Ohio akira.x.kishimoto@jpmorgan.com

Department of Transportation and DriveOhio’s Truck Automation Corridor JPMorgan Securities Japan Co., Ltd.

Project, in partnership with the Indiana Department of Transportation, and Piyush Singla

aims to evaluate the impact of autonomous technology on operations, safety, (91-22) 6157-3324