As Tesla considers introducing robotaxis in Japan, rumors are spreading that it may acquire or partner with taxi companies such as Daiichi Koutsu Sangyo. However, no official plan has been announced at this point.
Tesla is exploring the possibility of introducing robotaxis in the Japanese market and held a Cybercab unveiling event in Japan. Although the company is officially said to have no plans to introduce the service domestically, the display has been interpreted as serving a promotional purpose. The key issue is the wait for implementation of the autonomous-driving function, along with the possibility of a future rollout.
A directly operated robotaxi business in Japan would be difficult, and obtaining a license for a general passenger automobile transportation business is a prerequisite. As a result, Tesla is thought to be considering local expansion through partnerships or acquisitions as the more realistic option. The assumed model would have local taxi companies provide the vehicles and manage operations. Some have also named Daiichi Koutsu Sangyo as a potential acquisition target.
Discussion of Tesla and taxi companies is spreading on social media. While many are hoping for partnerships or acquisitions involving Nihon Kotsu and other major taxi companies, there is also debate about licensing administration and regulatory barriers. Some comments also suggest that investors are buying the shares on speculation.
There has been no official announcement at this point, and speculation about Daiichi Koutsu Sangyo's share-price movements and the possibility of an acquisition remains just that. The situation is awaiting further developments and any official comments.