Momenta confirmed on Monday that it has entered the driverless delivery-van business — a segment its vehicles have quietly been working in for months.
What is already running
The vans have been operating express and overnight delivery routes in Suzhou's Xiangcheng district, running on the company's in-house R7 world model, in mass production since April 2026, and navigating without HD maps. Momenta cites more than 12 billion kilometres of real-world driving data and 100 million curated "golden data" segments behind the system. Fleet size was not disclosed.
The news is the confirmation, not the entry
Coverage framing this as Momenta entering the sector overstates its freshness. The vehicles were already deployed; a media report on July 24 surfaced the programme, and Monday is when the company stopped declining to discuss it. What changed is disclosure status.
Who is already there
The market it joins is concentrated: Zelos holds roughly 52.3% with more than 25,000 vehicles, and Neolix about 36.2% with around 17,000 units. Those shares are industry data reported alongside the confirmation, not Momenta's own figures.
A first move as a public company
Momenta listed in Hong Kong on July 8. Backed by GM, Toyota and Bosch, it has built its business supplying assisted-driving stacks to carmakers; robovans are its first new line of business since the IPO, and the first that puts it in front of customers rather than behind an automaker's badge.
Why logistics before robotaxis
Delivery routes are fixed, low-speed and repeat nightly — the cheapest possible environment in which to prove a world model works, and the one where the projected fleet reaches roughly 2 million vehicles by 2030.