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Vay Teledriving: Real-person remote vehicle delivery and parking, a 150-billion-yuan new track for 5G teledriving by 2030

Workflow: After a user places an order via the app, a remote human driver uses a 5G video stream to drive the car to the location.

AGENT

Key Fields

FIELD STAMPS

IndustryContent / Creator Economy

RegionMulti-region（德国/美国）

ScaleSME

ChannelOnline

🔧 Workflow

After a user places an order via the app, a remote human driver uses a 5G video stream to drive the car to the location. The user then drives to the destination themselves, after which the remote driver takes over to return the car or drive it to the next user. Rules are bound by vehicle cameras, the dispatch platform, and the five-year probationary period of the Road Traffic Teledriving Management Regulations. AI is only used for early warnings and dispatching, while cognitive judgments are backed by certified human drivers. The output is per-order fulfillment for vehicle delivery and parking; the frequency consists of drivers on 8-hour shifts daily with the fleet operating around the clock (company financing disclosure: received a $60 million investment from Grab in November 2025).

🛠 Setup Requirements

Requires obtaining a teledriving operation license, retrofitting vehicles with high-definition cameras, sensors, and 5G communication modules, setting up a remote driving cockpit equipped with a steering wheel, accelerator, brake, and multi-screen video feedback, and assembling a certified remote driver team. The technical barrier is lower than fully autonomous driving, but compliance applications and driver labor costs are the main hurdles.

🧰 Toolchain

🔧 5G high-reliability low-latency communication link (joint solution by Ericsson and Deutsche Telekom)
🔧 Remote driving cockpit (steering wheel, accelerator, brake, multi-screen video feedback)
🔧 Vehicle high-definition camera and sensor data stream system
🔧 Vehicle dispatch and user ordering app platform

💰 Revenue

1. Per-trip delivery and parking service fees (main revenue): End vehicle owners and fleets pay a remote delivery fee per order. Specific pricing per trip has not been made public. Vay's fleet in Las Vegas has expanded to 175 vehicles with over 60,000 trips, but monthly revenue has not been disclosed (related figures are media estimates and lack independent verification), and the exact revenue generated from this path remains unclear; 2. Mobility platform cooperation commissions: Revenue-sharing with ride-hailing and mobility platforms per order, though the sharing ratio is not public, order volumes cannot be verified, and its revenue proportion is untraceable; 3. Teledriving system licensing and remote cockpit (hardware + subscription): Selling systems per unit/set for mining areas, ports, and tower crane scenarios. Industry estimates project national teledriving system sales at about 2.59 million sets by 2030, with a market scale of 15.36 billion yuan, translating to roughly 59,000 yuan per set (converted value, media estimate, lacking independent verification), and its proportion has not been publicly disclosed; 4. Opportunity item - Cross-regional centralized control replication: In July 2026, Wuzhong in Suzhou and Gedian in Ezhou built regional centralized control centers for tower cranes, moving from single-point validation to cross-regional scaled replication. The current revenue volume has no verifiable figures (media-calculated metrics, lacking independent verification), and the exact share is unknown.

💸 Cost

Each vehicle requires retrofitting with cameras and 5G modules, remote drivers are paid by work hours, combined with 5G dedicated network bandwidth and dispatch platform subscription fees. Compared to the complete sensor and computing power investment of Robotaxic, costs remain significantly lower, but labor costs will rise linearly with order scale.

⏱ Time Investment

Remote drivers rotate in 8-hour daily shifts, and the fleet operates around the clock; individual practitioners need to primarily cover evening peaks and weekend order surge periods, starting with an investment of approximately 40 hours per week.

🚀 Getting Started

First, study Germany's five-year probationary period under the Road Traffic Teledriving Management Regulations and Vay's operational data in Las Vegas to confirm regulatory details. The initial step can start with restricted scenarios where regulations are already open, such as port remote operations and remote parking, validating 5G link stability and takeover procedures before expanding to urban road vehicle delivery services.

🔑 Keys to Success

✅ 5G low-latency link quality and disconnection backup mechanism
✅ Regulatory license first-mover advantage (Europe's first approved commercial teledriving service)
✅ Remote driver training system and labor cost control
✅ Per-vehicle cost advantage derived from removing the in-vehicle safety driver

⚠️ 风险

⚠️ Unclear liability determination when accidents occur due to network interruption or latency
⚠️ Remote driver labor costs rise with scale, yielding weaker economies of scale than Robotaxis
⚠️ This transition path may be replaced once L4 autonomous driving matures

📌 Real Cases

📌 Vay was founded in Berlin, Germany in 2018 by Thomas von der Ohe and others, becoming the first company in Europe to be approved for commercial teledriving services, and launched teledriving car services in Las Vegas, USA, where users place orders and remote drivers deliver cars to specified locations.
📌 In February 2023, Vay partnered with Ericsson and Deutsche Telekom to complete a 5G real-time teledriving joint demonstration, proving the feasibility of low-latency remote takeovers. On December 1, 2025, Germany's Road Traffic Teledriving Management Regulations officially took effect, becoming the world's first public road teledriving regulation, granting a five-year probationary period and laying the legal foundation for commercial operations.
📌 At the industry estimation level, the 5G Teledriving White Paper predicts that this track will form a new 150 billion RMB market by 2030. In contrast, under optimistic scenarios, Robotaxi fleet sizes will expand from 8,000 to 260,000 vehicles between 2026 and 2030, with current penetration in the overall mobility market under 0.5%. Teledriving is entering this same incremental market with lower per-vehicle costs.

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