Baidu Apollo logo

Baidu Apollo

DivisionHKEX: 9888Founded 2017🇨🇳Beijing, ChinaCEO Robin Li (Baidu CEO); Yunpeng Wang (Intelligent Driving Group President)

Baidu Apollo is Baidu's autonomous-driving platform and the operator of Apollo Go, one of the world's largest fully driverless robotaxi networks.

01

Overview

On its August 18, 2026 Q2 earnings call Baidu disclosed Apollo Go has delivered more than 23 million cumulative public rides and over 350 million autonomous kilometers across a 28-city global footprint (including a first Asian expansion beyond China and Hong Kong, into South Korea, in February 2026), with roughly 1 million fully driverless rides in the quarter alone and a safety record of one airbag deployment per 14.4 million km, with management saying Apollo Go has reached unit-economics breakeven in its largest China operating city. Q3 2026 results, the next official ride-volume update, have not been published as of September 20 and are expected around November 17, 2026. That international growth came alongside a rockier domestic quarter: a March 31, 2026 mass system failure stranded over 100 Apollo Go vehicles on elevated highways in Wuhan (no injuries), prompting Chinese regulators to pause new robotaxi permits nationwide for several months; Baidu said the resulting operational adjustments weighed on ride volume in certain domestic cities before operations began resuming on a stronger footing in August. The same Q2 quarter, China's Ministry of Industry and Information Technology issued GB 44721-2026, the country's first mandatory national safety standard for L3/L4 automated driving, taking effect July 1, 2027. Apollo Go runs fully driverless commercial service in China, Dubai, and on Abu Dhabi's Yas Island, began Level 4 open-road trials in eastern Switzerland (AmiGo, with PostBus) on June 1, 2026, and has kept widening its Hong Kong testing scope - an August 14 approval added the Southern District to its North Lantau driverless zone. On August 19-20 it also began an MTR/Airport Authority road trial of four RT6 vehicles shuttling between West Kowloon high-speed-rail station and the Airport Express Kowloon Station, still in empty, safety-operator testing as of late August, with passenger air-rail service targeted for Q2 2027. It also runs safety-operator road testing in London with Freenow/Lyft and Uber, begun July 28, and in July 2026 signed an MoU with Kazakhstan's Turlov Private Holding to explore autonomous mobility services.

ir.baidu.comUpdated Sep 20, 2026

Analysis · 4 min read · Jun 19, 2026The long view on Baidu Apollo: strategy, technology and what to watch

02

What's next4

  1. 2026-2028

    Expand fully driverless Dubai operations

    The Uber-platform rollout, the direct Apollo Go app launch with Dubai Taxi Company (DTC), and fully driverless rides on Uber itself across Umm Suqeim and Jumeirah with New Horizon Luxury Transport as fleet operator remain live as of September 2026, making Dubai the first market running Apollo Go's own app and a third-party platform in parallel. The next step is turning these zones into broader commercial service and scaling the fleet from its initial tens of vehicles toward the announced target of more than 1,000 vehicles over the next few years. No further zone-expansion date has been disclosed since the August 20 launch.

  2. 2026-2027

    Scale European operations and open new international markets

    AmiGo with PostBus is still in safety-driver open-road trials across eastern Switzerland under the June 2026 FEDRO Level 4 permit. Baidu's June 12, 2026 release still stands as the latest official roadmap: a closed-group user trial next, then initial rides without safety operators once remaining safety evidence is filed, and regular fully driverless operations targeted for early 2027. London safety-operator testing with Freenow/Lyft and Uber continues, with public rides still 2027-targeted pending approval. A July 2026 exploratory MoU with Kazakhstan's Turlov Private Holding remains without a launch date.

  3. Nov 17, 2026

    Sustain ride growth and push toward robotaxi profitability

    Target2026-11-17 (Q3 results); 2027-07-01 (GB 44721-2026 in force)

    Q2 2026 results (August 18) remain the latest disclosed totals: 23 million-plus cumulative rides and 350 million autonomous kilometers across 28 cities, with unit-economics breakeven already reached in its largest China operating city. Baidu's Q3 2026 results, expected around November 17, 2026, are the next data point on whether driverless ride growth is recovering domestically after the Wuhan stall and the multi-month permit pause. Separately, China's GB 44721-2026 mandatory L3/L4 automated-driving safety standard still takes effect July 1, 2027 and requires a China-specific third-party test regime.

  4. Q2 2027

    Stand up the Hong Kong MTR air-rail shuttle and convert other HK trials to service

    Apollo Go is the contractor on MTR's West Kowloon Air-Rail Intermodal Service: four RT6s began empty, safety-operator road tests on August 19-20, 2026 between Hong Kong West Kowloon Station and Airport Express Kowloon Station, after a Transport Department pilot licence issued August 11. Late-August coverage (China Daily HK, Timeout, The Standard) still describes empty runs with a backup operator, a later passenger-trial phase, and a Q2 2027 public-service target. In parallel, the July 27 Airport Island fully driverless trial and the August 14 Southern District expansion still have no disclosed commercial-service date.

03

Latest news6

  1. Apollo Go goes fully driverless on Uber in Dubai

    Baidu's Apollo Go launched fully driverless rides on the Uber app in Dubai on August 20, which Uber calls the first live deployment of its multi-partner autonomous network on public roads. The service uses Apollo Go's sixth-generation RT6 robotaxi across the Umm Suqeim and Jumeirah areas, with riders on UberX or Uber Comfort matched to an autonomous vehicle or able to pick the autonomous option directly. Dubai becomes Apollo Go's first market running both its own app and a third-party platform in parallel.

    Uber The National

  2. Baidu Apollo Go tops 23 million rides after Q2 2026 results

    Baidu's Q2 2026 earnings on August 18 showed Apollo Go now operating in 28 cities worldwide with more than 23 million cumulative robotaxi rides and over 350 million autonomous kilometers driven, including about 1 million fully driverless rides in the quarter alone. Baidu also cited a safety record of one airbag deployment per 14.4 million kilometers, as China issued its first mandatory national safety standard for L3/L4 automated driving during the quarter.

    Baidu (Investor Relations) The Motley Fool

  3. Apollo Go expands driverless Hong Kong testing to Southern District

    Hong Kong's Transport Department approved Baidu's Apollo Go on August 14 to expand its fully driverless robotaxi testing into the Southern District of Hong Kong Island, its third expansion of that testing scope within about six months since first receiving a Hong Kong pilot license in November 2024. The new route adds a mixed business and residential district to Apollo Go's existing North Lantau driverless zone, pushing the company's cumulative safe fully driverless testing distance in the city past 20,000 km.

    Gasgoo Dimsum Daily

  4. Apollo Go starts fully driverless testing in Hong Kong

    Baidu's Apollo Go began fully driverless testing on Hong Kong's Airport Island on July 27, after the city's Transport Department granted the first permit for a trial with no on-board safety operator on July 23. It is Hong Kong's first Level 4 autonomous trial without a safety driver and is reported to be the first fully driverless public-road test in any right-hand-drive, left-hand-traffic market, distinct from Apollo Go's separate safety-driver testing that began in London the same week.

    Global Times Young Post (SCMP)

  5. Baidu's Apollo Go begins robotaxi testing in London

    Baidu's Apollo Go started road testing its sixth-generation RT6 robotaxi in London on July 28, partnering with Freenow (owned by Lyft) and with Uber, in the borough of Brent. Vehicles operate with safety drivers on board covering a mix of urban and suburban routes, with public rides targeted for 2027 pending regulatory approval. The launch makes Apollo Go the first Chinese autonomous-driving operator tested on UK roads, joining Waymo and an Uber-Wayve partnership already trialing in the city.

    TechCrunch Engadget

04

Products3

05

Key metrics

Est. annual revenue
Not separately disclosed by Baidu

on the Q2 2026 call (Aug 18, 2026) management reiterated that Apollo Go had reached unit-economics breakeven in its largest China operating city despite very low fares, with stronger margins seen overseas, and flagged that China issued its first mandatory national safety standard for L3/L4 automated driving during the quarter. No later financial breakout has been published as of September 20, 2026; Q3 2026 results are expected around November 17, 2026.

Cumulative Public Rides
23M+

as of Q2 2026 earnings, Aug 18, 2026

Q2 2026 Driverless Rides

~1M fully driverless rides in the quarter (latest disclosed; Q3 2026 results not yet published, expected around Nov 17, 2026)

Global Footprint
28 cities
Autonomous Kilometers
350M+ total driven

as of Q2 2026 earnings

Safety Record
1 airbag deployment per 14.4M km

industry-leading, per Baidu Q2 2026 call

06

Operations & revenue

Operating status

Operational

Apollo Go operates fully driverless ride-hailing at scale in China and internationally, with commercial service running across multiple zones in Dubai (own app plus Uber as of August 20) and on Abu Dhabi's Yas Island, plus a South Korea deployment begun in February 2026. Q2 2026 earnings (August 18) still stand as the latest disclosed totals: 28 cities, 23 million-plus cumulative public rides, 350 million-plus autonomous kilometers, and unit-economics breakeven in its largest China operating city, after a March 31 Wuhan mass stall and a multi-month nationwide pause on new Chinese robotaxi permits. Hong Kong is now a second, transit-led front: besides the July 27 Airport Island driverless trial and the August 14 Southern District expansion, Apollo Go is the contractor on MTR's West Kowloon air-rail shuttle, which began testing four RT6s on August 19-20 toward a Q2 2027 passenger service and was still in empty, safety-operator runs as of late August. AmiGo in eastern Switzerland remains in safety-driver open-road trials under the June 2026 FEDRO Level 4 permit, with regular fully driverless operations targeted for early 2027. London safety-operator testing with Freenow/Lyft and Uber continues.

Revenue streams

  • Apollo Go Ride-Hailing

    Fully driverless autonomous ride-hailing fares and partner-distributed robotaxi trips through Apollo Go, Uber, AutoGo, and local mobility partners.

  • Fleet Deployment Partnerships

    City and fleet partnerships for RT6 deployment, including Dubai's plan to scale to more than 1,000 fully driverless vehicles by 2028.

  • Apollo Platform and Smart Transportation

    Baidu's broader Apollo platform, autonomous driving technology, and smart transportation infrastructure work within Baidu Core AI-powered businesses.

07

Timeline24

  1. 2026

    1. Schedules a free supervised Tung Chung community trial

      On 13 October 2026 Dimsum Daily reported that Hong Kong's Transport Department had backed a free Apollo Go community trial in Tung Chung. Public rides for Islands District residents are scheduled from 21 October through 3 November, from 2pm to 6pm, on a roughly 5.1 km out-and-back loop of about 15 minutes with a backup operator in the vehicle. Six hundred tickets are available. The report describes a supervised, free, closed-loop trial, not a fare-charging service and not a new city in the August global footprint.

    2. MTR starts West Kowloon air-rail robotaxi trial with four RT6s

      Hong Kong's Transport Department issued a pilot AV licence on August 11, 2026 for a West Kowloon Air-Rail Intermodal Service, and on August 19-20 MTR began road-testing four sixth-generation Baidu Apollo RT6 vehicles between Hong Kong West Kowloon Station (Express Rail Link) and Airport Express Kowloon Station. Apollo Go is the contractor. Early runs carry no passengers and keep a backup operator on board; MTR and Airport Authority Hong Kong are targeting a passenger-and-baggage shuttle in the second quarter of 2027, cutting the current Elements-mall walk.

    3. Goes fully driverless on Uber in Dubai

      On August 20, 2026 Apollo Go launched fully driverless rides on the Uber app in Dubai, which Uber calls the first live deployment of its multi-partner autonomous network on public roads. The service uses Apollo Go's sixth-generation RT6 robotaxi across the Umm Suqeim and Jumeirah areas, with New Horizon Luxury Transport as fleet operator, and riders on UberX or Uber Comfort matched to an autonomous vehicle or able to pick the autonomous option directly. Dubai becomes Apollo Go's first market running both its own app and a third-party platform in parallel, with plans to scale to thousands of vehicles.

    4. Hong Kong testing expands to Southern District

      Hong Kong's Transport Department approves Apollo Go on August 14, 2026 to expand fully driverless testing into the Southern District of Hong Kong Island, adding a mixed business and residential district to the existing North Lantau driverless zone - the third expansion of testing scope in about six months since Apollo Go's first Hong Kong pilot license in November 2024 - and pushing cumulative safe driverless testing distance in the city past 20,000 km.

    5. Q2 2026 earnings: 23M+ cumulative rides, 28-city footprint

      Baidu's August 18, 2026 Q2 earnings disclose Apollo Go has delivered more than 23 million cumulative public rides and 350 million-plus autonomous kilometers across 28 cities worldwide, including roughly 1 million fully driverless rides in the quarter, a safety record of one airbag deployment per 14.4 million km, and unit-economics breakeven in its largest China operating city despite low fares.

    6. China issues first mandatory national L3/L4 safety standard

      China's Ministry of Industry and Information Technology approves GB 44721-2026, the country's first mandatory national safety standard for L3 and L4 automated driving systems, on July 30, 2026, taking effect July 1, 2027. It sets minimum performance requirements for dynamic driving tasks and driver takeover monitoring for M- and N-category vehicles, applies to Apollo Go's own fleet as well as every automaker selling L3/L4 systems in China, and requires a China-specific third-party test regime that EU or US certification does not automatically satisfy.

    7. Signs Kazakhstan MoU - first Chinese robotaxi in Central Asia

      On July 16, 2026, ahead of the World Artificial Intelligence Conference (WAIC 2026) in Shanghai, Apollo Go signed a strategic cooperation memorandum with Kazakhstan's Turlov Private Holding (part of Freedom Holding) to jointly explore introducing autonomous-driving technology and mobility services in the country. Witnessed by Zhaslan Madiyev, Kazakhstan's Deputy Prime Minister and Minister of AI and Digital Development, the agreement marks the first entry of a Chinese robotaxi operator into Central Asia. No launch timetable, target city or fleet size was disclosed, so the partnership remains exploratory.

    8. Begins London robotaxi road testing with Uber and Lyft

      On July 28, 2026, Apollo Go started road testing its sixth-generation RT6 robotaxi in London, partnering with Freenow (owned by Lyft) and with Uber. Testing began in the borough of Brent with safety operators on board covering a mix of urban and suburban routes, marking the first time a Chinese autonomous-driving operator has been tested on UK roads, alongside Waymo and an Uber-Wayve partnership already trialing in the city. Public rides are planned for 2027 pending regulatory approval.

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