自动驾驶飞机市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024年，全球自动驾驶飞机市场价值74亿美元，预计年复合成长率将达22.1%，2034年将达到547亿美元。这得益于城市空中交通解决方案需求的不断增长、最后一哩配送管道的拓展以及私营和商业部门投资的不断增加。随着人工智慧、感测技术和电池效率的进步，自动驾驶飞机在物流、紧急应变和客运领域正日益受到青睐。政府和私营实体透过为研发、原型设计和量产工作提供大量资金来支持创新。采用人工智慧驱动的自动驾驶系统有助于克服人口稠密城市环境中的物流挑战，从而激发了人们对空中交通替代方案的兴趣。

由于需要更安全、更快捷、更有效率的传统运输系统替代方案，航空业转向自动驾驶的转变也正在加速。此外，人们对环保运输日益增长的兴趣，也推动了电动和混合动力系统的发展，进一步增强了对自动驾驶飞行能力的追求。随着全球监管机构实施更严格的排放标准和气候政策，航空业正转向更清洁的推进技术。电动和混合电动推进系统因其显着降低碳排放、噪音污染和营运成本的潜力而受到广泛关注。

随着城市空中交通的蓬勃发展，eVTOL 市场规模预计到 2034 年将达到 117 亿美元。这些能够垂直起降的飞行器在空间受限的城市中心非常有用。电力推进和电池技术的创新不断提升其性能、续航里程和商业可行性。随着城市交通日益拥堵，eVTOL 已成为短途城内出行的关键解决方案。其紧凑的设计以及无需长跑道即可运行的能力，使其成为按需交通、医疗急救、机场接送和货物运输的理想选择。

预计到2024年，遥控飞机市场将占41.5%的份额。人工智慧、机器学习和先进感测器在无人系统中的广泛集成，彻底改变了其作战能力。这些飞机在监视、农业、物流和紧急服务领域日益重要，能够提供精确、数据驱动的结果，并提高安全性和效率。它们能够在危险或难以接近的环境中执行复杂任务，使其成为各行各业不可或缺的装备。

2024年，美国自动驾驶飞机市场规模达23亿美元，这得益于人工智慧、自动化和感测器系统的发展，这些技术提升了飞机的安全性和自主性。日益严重的城市交通拥挤和对灵活移动方式的需求，正推动城市空中交通（UAM）的创新。此外，美国国防部门正在大规模投资用于战术作战、侦察和监视的自主无人机，这进一步加速了国内市场的扩张。

全球自动驾驶飞机市场的主要参与者包括波音公司、洛克希德马丁公司、AeroVironment公司、空中巴士公司和诺斯罗普格鲁曼公司。为了巩固自身地位，自动驾驶飞机产业的领先公司纷纷投资人工智慧驱动的飞行系统、自主导航软体和先进的感测器平台。与国防机构、商业运输供应商和科技新创公司的合作关係正成为策略成长的基石。一些公司正在扩展其产品组合，推出专为民用和军用设计的电动和混合动力自动驾驶飞机。他们专注于获得监管认证、参与试点项目以及扩大生产设施以实现商业化规模。

目录

第一章：方法论与范围

第二章：执行摘要

第三章：行业洞察

• 产业生态系统分析
• 川普政府关税
  • 对贸易的影响
    • 贸易量中断
    • 报復措施
  • 对产业的影响
    • 供给侧影响（原料）
      • 主要材料价格波动
      • 供应链重组
      • 生产成本影响
    • 需求面影响（售价）
      • 价格传导至终端市场
      • 市占率动态
      • 消费者反应模式
  • 受影响的主要公司
  • 策略产业反应
    • 供应链重组
    • 定价和产品策略
    • 政策参与
  • 展望与未来考虑
• 产业影响力量
  • 成长动力
    • 空中交通解决方案需求激增
    • 私人和商业投资的成长
    • 感测器技术的进步：
    • 新兴经济体的快速都市化
    • 增加研发投入
  • 产业陷阱与挑战
    • 安全性和可靠性问题
    • 网路安全风险
• 成长潜力分析
• 监管格局
• 技术格局
• 未来市场趋势
• 差距分析
• 波特的分析
• PESTEL分析

第四章：竞争格局

• 介绍
• 公司市占率分析
• 主要市场参与者的竞争分析
• 竞争定位矩阵
• 战略仪表板

第五章：市场估计与预测：依飞机类型，2021 - 2034 年

• 主要趋势
• 固定翼飞机
• 旋翼飞机
• 电动垂直起降飞机

第六章：市场估计与预测：依技术，2021-2034 年

• 主要趋势
• 全自动飞机
• 遥控飞机
• 可选驾驶飞机
• 半自动飞机

第七章：市场估计与预测：按组件，2021 - 2034 年

• 主要趋势
• 飞行管理计算机
• 大气资料惯性参考单元
• 感应器
• 执行系统
• 软体
• 雷达和应答器
• 推进系统
• 其他的

第八章：市场估计与预测：依最终用途，2021 - 2034 年

• 主要趋势
• 商业的
  • 货物运送
  • 客运（城市空中交通）
• 军事与国防
  • ISR（情报、监视、侦察）
  • 战斗任务
  • 其他的
• 民事和政府
  • 边境监视
  • 环境监测
  • 紧急回应
  • 航空测绘
  • 其他的
• 其他的

第九章：市场估计与预测：按地区，2021 - 2034 年

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 俄罗斯
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲
• 拉丁美洲
  • 巴西
  • 墨西哥
• MEA
  • 南非
  • 沙乌地阿拉伯
  • 阿联酋

第十章：公司简介

• AeroVironment Inc.
• Airbus
• Anduril Industries
• BAE Systems
• Boeing
• EHang
• Elbit Systems
• General Atomics Aeronautical Systems
• Honeywell International Inc.
• Israel Aerospace Industries (IAI)
• Lockheed Martin
• Northrop Grumman
• Pyka
• Textron Inc.
• Thales Group
• Wisk Aero

The Global Autonomous Aircraft Market was valued at USD 7.4 billion in 2024 and is estimated to grow at a CAGR of 22.1% to reach USD 54.7 billion by 2034, fueled by a combination of rising demand for urban air mobility solutions, the expansion of last-mile delivery channels, and increasing investments from both private and commercial sectors. With advancements in artificial intelligence, sensing technologies, and battery efficiency, autonomous aircraft are gaining traction across logistics, emergency response, and passenger transport. Governments and private entities support innovation through substantial funding for R&D, prototyping, and mass production efforts. Adopting AI-powered autonomous systems is helping overcome logistical challenges in densely populated urban settings, driving interest in aerial transport alternatives.

This shift toward autonomy in aviation is also accelerating due to the need for safer, faster, and more efficient alternatives to traditional transport systems. Additionally, increased interest in environmentally responsible transport is steering development toward electric and hybrid systems, further reinforcing the push for autonomous flight capabilities. As global regulatory bodies impose stricter emission standards and climate policies, the aviation industry shifts toward cleaner propulsion technologies. Electric and hybrid-electric propulsion systems are gaining widespread attention for their potential to significantly reduce carbon emissions, noise pollution, and operating costs.

The eVTOL segment is projected to reach USD 11.7 billion by 2034, as urban air mobility gains momentum. These aircraft, capable of vertical take-off and landing, are useful in space-constrained urban centers. Innovations in electric propulsion and battery technology continue to enhance their performance, range, and viability for commercial use. As cities become more congested, eVTOLs emerge as a critical solution for short-distance, intra-city travel. Their compact design and ability to operate without long runways make them ideal for on-demand transportation, medical emergencies, airport shuttles, and cargo delivery.

The remotely piloted aircraft segment is anticipated to hold a 41.5% share in 2024. The widespread integration of AI, machine learning, and advanced sensors in unmanned systems has transformed their operational capability. These aircraft are increasingly vital in surveillance, agriculture, logistics, and emergency services-delivering precise, data-driven results with enhanced safety and efficiency. Their ability to carry out complex tasks in hazardous or inaccessible environments makes them indispensable across various industries.

United States Autonomous Aircraft Market was valued at USD 2.3 billion in 2024, supported by developments in AI, automation, and sensor systems that enhance aircraft safety and autonomy. Rising urban congestion and demand for flexible mobility options are encouraging UAM innovations. Additionally, the defense sector is making large-scale investments in autonomous drones for tactical operations, reconnaissance, and surveillance, further accelerating domestic market expansion.

Key players in the Global Autonomous Aircraft Market include Boeing Company, Lockheed Martin Corporation, AeroVironment Inc., Airbus S.A.S., and Northrop Grumman Corporation. To strengthen their position, leading companies in the autonomous aircraft industry invest in AI-driven flight systems, autonomous navigation software, and advanced sensor platforms. Collaborative partnerships with defense agencies, commercial transport providers, and tech startups are becoming a cornerstone of strategic growth. Several companies are expanding their portfolios with electric-powered and hybrid autonomous aircraft tailored for civil and military use. They focus on obtaining regulatory certifications, participating in pilot programs, and ramping production facilities to scale commercialization.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definitions
• 1.2 Base estimates & calculations
• 1.3 Forecast calculations
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Trump administration tariffs
  • 3.2.1 Impact on trade
    • 3.2.1.1 Trade volume disruptions
    • 3.2.1.2 Retaliatory measures
  • 3.2.2 Impact on the industry
    • 3.2.2.1 Supply-side impact (raw materials)
      • 3.2.2.1.1 Price volatility in key materials
      • 3.2.2.1.2 Supply chain restructuring
      • 3.2.2.1.3 Production cost implications
    • 3.2.2.2 Demand-side impact (selling price)
      • 3.2.2.2.1 Price transmission to end markets
      • 3.2.2.2.2 Market share dynamics
      • 3.2.2.2.3 Consumer response patterns
  • 3.2.3 Key companies impacted
  • 3.2.4 Strategic industry responses
    • 3.2.4.1 Supply chain reconfiguration
    • 3.2.4.2 Pricing and product strategies
    • 3.2.4.3 Policy engagement
  • 3.2.5 Outlook and future considerations
• 3.3 Industry Impact forces
  • 3.3.1 Growth drivers
    • 3.3.1.1 Surge in demand for air mobility solutions
    • 3.3.1.2 Growth in private and commercial investments
    • 3.3.1.3 Rise advancements in sensor technologies:
    • 3.3.1.4 Rapid urbanization in emerging economies
    • 3.3.1.5 Increasing investment in research and development
  • 3.3.2 Industry pitfalls & challenges
    • 3.3.2.1 Safety and reliability concerns
    • 3.3.2.2 Cybersecurity risks
• 3.4 Growth potential analysis
• 3.5 Regulatory landscape
• 3.6 Technology landscape
• 3.7 Future market trends
• 3.8 Gap analysis
• 3.9 Porter's analysis
• 3.10 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive analysis of major market players
• 4.4 Competitive positioning matrix
• 4.5 Strategic dashboard

Chapter 5 Market Estimates & Forecast, By Aircraft Type, 2021 - 2034 (USD Million & Units)

• 5.1 Key trends
• 5.2 Fixed-wing aircraft
• 5.3 Rotary-wing aircraft
• 5.4 eVTOL aircraft

Chapter 6 Market Estimates & Forecast, By Technology, 2021-2034 (USD Million & Units)

• 6.1 Key trends
• 6.2 Fully autonomous aircraft
• 6.3 Remotely piloted aircraft
• 6.4 Optionally piloted aircraft
• 6.5 Semi-Autonomous aircraft

Chapter 7 Market Estimates & Forecast, By Component, 2021 - 2034 (USD Million & Units)

• 7.1 Key trends
• 7.2 Flight management computers
• 7.3 Air data inertial reference units
• 7.4 Sensors
• 7.5 Actuation systems
• 7.6 Software
• 7.7 Radars & transponders
• 7.8 Propulsion systems
• 7.9 Others

Chapter 8 Market Estimates & Forecast, By End Use, 2021 - 2034 (USD Million & Units)

• 8.1 Key trends
• 8.2 Commercial
  • 8.2.1 Cargo delivery
  • 8.2.2 Passenger transport (urban air mobility)
• 8.3 Military & Defense
  • 8.3.1 ISR (intelligence, surveillance, reconnaissance)
  • 8.3.2 Combat missions
  • 8.3.3 Others
• 8.4 Civil & government
  • 8.4.1 Border surveillance
  • 8.4.2 Environmental monitoring
  • 8.4.3 Emergency response
  • 8.4.4 Aerial surveying & mapping
  • 8.4.5 Others
• 8.5 Others

Chapter 9 Market Estimates & Forecast, By Region, 2021 - 2034 (USD Million & Units)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Russia
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 Australia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
• 9.6 MEA
  • 9.6.1 South Africa
  • 9.6.2 Saudi Arabia
  • 9.6.3 UAE

Chapter 10 Company Profiles

• 10.1 AeroVironment Inc.
• 10.2 Airbus
• 10.3 Anduril Industries
• 10.4 BAE Systems
• 10.5 Boeing
• 10.6 EHang
• 10.7 Elbit Systems
• 10.8 General Atomics Aeronautical Systems
• 10.9 Honeywell International Inc.
• 10.10 Israel Aerospace Industries (IAI)
• 10.11 Lockheed Martin
• 10.12 Northrop Grumman
• 10.13 Pyka
• 10.14 Textron Inc.
• 10.15 Thales Group
• 10.16 Wisk Aero