Overview
- Co-developed with SANY Truck, the Gen-4 platform uses 100% automotive-grade components and is designed for mass production at a thousand-unit scale.
- Pony.ai claims roughly a 70% bill-of-materials cost reduction from the previous generation.
- The company says reusing Robotaxi components enables a 20,000-hour service life, or about 1 million kilometers of freight operation.
- The trucks adopt fully redundant safety architecture covering steering, braking, communication, power, computing, and sensors, with the first two models built on battery-electric platforms for deployment expected in 2026.
- Context for the launch includes a reported Shenzhen permit for citywide driverless robotaxis plus Hong Kong IPO activity with reported Uber interest and recent ARK Invest purchases.