Pony.AI Plans to Deploy 1,000 Autonomous Heavy-Duty Trucks in the Next Two to Three Years

2026-08-20 16:33
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en.Wedoany.com Reported - Pony.AI plans to deploy 1,000 autonomous heavy-duty electric trucks within the next two to three years, with the fourth-generation model slated for a rollout of 500 to 1,000 units. These vehicles will be used in scenarios such as long-haul freight, bulk commodity transport, and port logistics.

In comparison, the company's autonomous driving target for light commercial vehicles is even larger: by 2030, it plans to have 100,000 autonomous light-duty trucks on the road.

Pony.AI entered the autonomous trucking business in 2018, with early vehicles largely being handcrafted prototypes. Through subsequent collaboration with truck manufacturers, it has gradually moved closer to automotive-grade mass production. Cost is a key factor in determining when to scale up. The autonomous driving hardware cost of the fourth-generation heavy-duty truck has dropped by approximately 70% compared to the previous generation, with a designed service life of 20,000 operating hours or up to 1 million kilometers.

The achievement of the above goals depends on the simultaneous maturation of multiple conditions, including more powerful autonomous driving systems, lower hardware costs, redundant vehicle platforms that meet automotive-grade standards, and in-depth cooperation with vehicle manufacturers and logistics operators. He Xing, Vice President of Pony.AI and Head of the Robotruck Business, stated that the company's truck technology has reached a very high level, but the cost of manufacturing L4-level robotrucks remains high, and the company has been waiting for the right time.

As of the end of 2025, Pony.AI had 200 trucks on the road, and the company plans to increase this number to 1,000 within the next two to three years.

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