Ford Accelerates Level 3 Autonomy Rollout on Affordable EV Platform by 2028
Jan 15, 2026 (24 hr ago)
Neutral
Ford is integrating Level 3 autonomous driving into its next-generation, affordable EV platform, targeting deployment by 2028.
Autonomy and Next-Gen Platform Strategy
- Level 3, "eyes-off" highway driving is planned for 2028, utilizing the company's new Universal Electric Vehicle platform5
- Autonomous driving technology will be introduced in mainstream, $30,000 all-electric vehicles by 2028, competing directly with AV leaders1
- The first vehicle incorporating the Universal EV platform technology is expected to be a midsize truck priced around $30,000 by 20271
Strategic EV Portfolio Rebalancing
- Ford is shifting resources toward higher-margin vehicles, prioritizing proven revenue drivers like hybrids and traditional gas-powered models5
- The company is taking significant special charges, totaling $19.5 billion, to "right-size" its EV manufacturing capacity to align with current demand3
- Specific operational changes include canceling the electric van project and redesigning the F-150 Lightning to include hybrid options5
New Business Ventures and Operational Strength
- Ford is launching a new battery energy storage systems business, aiming for 20 GWh of annual capacity with shipments starting in 20275
- The F-Series maintained its status as America's best-selling truck in 2025, achieving sales of over 828,832 units3
- Total U.S. vehicle sales reached 2.2 million units in 2025, representing the company's strongest annual performance since 20195
Labor Relations Incident
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