Toyota Motor Corporation has announced plans to introduce its “Level 2++” technology, which enhances driving assistance with AI, in selected vehicle models from 2028 and expand it from 2030 onward. The market has responded to movements in the share prices of related companies, putting firms involved in maps, software, semiconductors and sensors in the spotlight.
On 27 August 2026, Toyota Motor Corporation announced plans to introduce an end-to-end Level 2++ system that uses AI to assist with everything from environmental perception to driving decisions in selected vehicle models from 2028, followed by a phased expansion from 2030 onward. Unlike Level 3, the driver remains responsible for driving, while the system is enhanced through the use of guardrails.
The market responded to the announcement, with TIER IV rising 25.02%, Aisan Technology 20.95%, Dynamic Map Platform 16.65%, Feature 12.76% and WITZ 23.44% on 28 August, the following day. Attention extended beyond automakers to companies in related fields including maps, GNSS, SoCs and software.
On the policy front, autonomous driving has been positioned as a core component of Japan's growth strategy. The 2026 Cabinet decision on Japan's growth strategy set targets including an approximately 25% global sales share for autonomous vehicles and ¥8.2 trillion in public and private investment through fiscal 2040. The article proceeds with a comprehensive review of related stocks across four layers: mapping and positioning, software, semiconductors, and sensors and automotive hardware.
The article is based on information available as of 31 August 2026 and notes that developments in earnings and capital policy may change. It is written on the premise that readers should check the latest information through each company's investor relations materials and market data.