China’s Xpeng moves toward large-scale robotaxi production in 2026, challenging Tesla’s Cybercab push

Xpeng plans to start large-scale production of driverless robotaxis in March 2026 and aims to roll them out more broadly within the year. Its robotaxi service is already operating in multiple locations in China, and the company is also pursuing an international expansion. The pace adds competitive pressure to Tesla’s Cybercab timeline and its technology-lead narrative, particularly around valuation benchmarks in smart mobility across China, the U.S., and global markets.