Waymo recently unveiled its sixth-generation robotaxi, designed as an electric minivan produced by the Chinese manufacturer Zeekr. This new model is touted for its advanced technology and a reduction in sensors to drive down production costs, according to a blog post by Waymo’s VP of Engineering, Satish Jeyachandran. While it retains high-tech capabilities, the robotaxi incorporates all the learnings from its predecessors, reducing the need for extensive real-world testing before its public release.
However, this cost-cutting move comes amid potential challenges. The U.S. government has proposed significantly raising tariffs on Chinese-made electric vehicles, which could affect the affordability of Waymo's new robotaxis. The tariffs are set to increase from 25% to 100%, although Waymo might seek an exemption. Despite these looming economic concerns, Jeyachandran’s post focuses on the technical and cost efficiencies related to the vehicle’s autonomy system, not addressing these macroeconomic factors.
The sixth-gen robotaxi is equipped with a streamlined sensor suite that includes 16 cameras, 5 lidar units, 6 radar sensors, and external audio receivers. Together, these offer comprehensive coverage of up to 500 meters, ensuring safe operations even in various weather conditions. This level of redundancy is essential for autonomous vehicles, enabling continued functionality even if some sensors fail. While companies like Tesla are cutting back on certain sensors, relying mainly on cameras, Waymo emphasizes maintaining multiple systems for reliable autonomous driving.
The competition in the robotaxi space is heating up, with companies like Motional focusing on balancing sensor costs while maintaining safety. For Waymo, lowering costs is vital as it seeks to scale operations and enter new markets. While Alphabet, Waymo’s parent company, reported increasing revenue for the robotaxi division, losses have also grown, highlighting the financial challenges ahead. Despite the uncertainty around tariffs, Waymo remains committed to expanding, with testing already underway in cities like Phoenix, San Francisco, and Los Angeles. The exact timeline for when the new robotaxis will hit the roads remains unclear, but Waymo’s push for cost-efficient autonomy suggests that they are positioning themselves for broader adoption soon.