Following the government’s roadmap revision, 2028 has emerged as a realistic target for flying-car commercialisation, with developments across companies converging around that timeline. As mass-production capabilities and parts supply chains are built out in Japan and overseas and flight-operation management systems are developed, 20 TSE-listed stocks are organised in a four-layer map.
On 27 March 2026, the government revised its roadmap for the air-mobility revolution, explicitly setting out commercial operations in some regions in 2027-2028. The roadmap calls for traffic management supporting high-density operations in the first half of the 2030s and partial realisation of automated and autonomous operations in the latter half, positioning 2028 as the timeline for both regulation and companies.
Aircraft development is moving into its next phase. SkyDrive’s SD-05 confirmed stable flight at 100 km/h in June 2026 and completed a cumulative 300 flights without an accident in July. Soracle, established by JAL and Sumitomo Corporation, is targeting practical implementation from fiscal 2028 onward, while the Ministry of Land, Infrastructure, Transport and Tourism accepted Archer Aviation’s application for type certification of its Midnight on 21 August 2026.
This article classifies 20 TSE-listed stocks into four layers, considering the connections among aircraft manufacturers, companies responsible for aircraft mass production, suppliers of motors and materials, air transport operators, companies responsible for developing urban infrastructure, and companies engaged in flight-operation management and insurance. SkyDrive and Soracle are excluded from the selection, but Suzuki and Toyota Motor Corporation’s involvement in eVTOL operations in Japan and overseas is outlined.
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facts':[{
k1
Government policy and timeline
v1
The government revised its roadmap and explicitly set commercial launches for 2027-2028. This represents the national timeline, including the development of infrastructure and regulatory frameworks.
k2
Aircraft development trends
v2
SkyDrive’s SD-05 confirmed stable flight at 100 km/h in June 2026 and completed a cumulative 300 flights without an accident in July.
k3
Corporate developments
v3
Soracle, established by JAL and Sumitomo Corporation, is targeting practical implementation from fiscal 2028 onward, while the Ministry of Land, Infrastructure, Transport and Tourism accepted the application for type certification of Midnight on 21 August 2026.
k4
Listing status
v4
SkyDrive and Soracle are not TSE-listed companies.
k5
Mass production and parts trends
v5
Suzuki has signed an agreement to cooperate in manufacturing with SkyDrive and begun producing the SD-05 at its Iwata plant.