查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1771655

美国自动驾驶计程车市场规模、份额和趋势分析报告，按推进类型、组件类型、自主程度、车辆类型、服务类型、应用、细分预测，2025 年至 2030 年

U.S. Robo Taxi Market Size, Share & Trends Analysis Report By Propulsion Type, By Component Type, By Level Of Autonomy, By Vehicle Type, By Service Type, By Application, And Segment Forecasts, 2025 - 2030
出版日期: | 出版商: Grand View Research | 英文 130 Pages | 商品交期: 2-10个工作天内

价格

美国自动驾驶计程车市场规模与趋势：

预计 2024 年美国自动驾驶计程车市场价值将达到 4.5 亿美元，2025 年至 2030 年的复合年增长率将达到 74.6%。

美国自动驾驶计程车产业的发展受到旧金山、洛杉矶、奥斯汀和凤凰城等大都会圈先锋城市政策倡议的推动。这些城市处于智慧交通实验的前沿，地方政府积极试行自动驾驶出行区、拥塞定价模式以及自动驾驶汽车专用分区规范。市政府也与旅游科技公司直接伙伴关係，共同发展符合当地永续性和交通管理目标的营运架构。这种分散式、城市主导的自动驾驶汽车应用模式在美国独树一帜，正在加速自动驾驶计程车服务在人口密集的城市走廊的商业部署。

与许多其他国家不同，美国自动驾驶计程车市场受益于竞争激烈的创新生态系统，这得益于资金雄厚的科技巨头和充满活力的新兴企业文化。 Waymo、Cruise、Zoox（亚马逊）和 Aurora 等公司正在利用雄厚的资本、专有技术堆迭和本地测试许可，快速迭代和完善其自动驾驶叫车平台。同时，一些规模较小的新兴企业正在地图绘製、安全软体和自动驾驶车队管理等领域开拓利基创新。美国的科技中心，尤其是加州和德克萨斯州，拥有高度集中的智慧财产权、创业投资资金和人才，确保了持续的创新，从而推动自动驾驶计程车市场向前发展。

在美国，优步和来福车等大型叫车公司正在策略性地将自动驾驶计程车纳入其平台，方式包括内部开发或与自动驾驶公司合作。这种整合将带来无缝的用户体验，并简化现有叫车用户的过渡。此外，自动驾驶计程车订阅和捆绑式旅游套餐等新经营模式正在美国部分市场进行测试。这些模式采用固定费率或按使用量计费，确保都市区通勤者的可预测性和可负担性，标誌着从按次计费向基于服务的合约计费的转变。

劳动市场的动态是美国自动驾驶计程车普及的独特驱动力。持续的共乘和计程车驾驶人短缺，以及加州和纽约州等州工资上涨和就业法规的不断完善，正促使营运商和出行公司加速向自动化转型。自动驾驶计程车透过消除与驾驶员相关的营运成本和复杂的合规性，提供了极具吸引力的替代方案。这些以劳动力为中心的成本压力在城市中心尤其明显，因为这些城市对全天候出行服务的需求很高，而无人驾驶车队的成本效益能够带来巨大的利润。

美国保险业在推动自动驾驶计程车的普及方面发挥关键作用，他们开发了针对自动驾驶汽车的创新承保模式和责任框架。保险公司正在利用远端资讯处理数据、自动驾驶汽车模拟平台和行为人工智慧来评估风险，并为自动驾驶计程车车队制定客製化的保单。州一级的监管灵活性允许尝试其他保险模式，例如基于使用量的定价和按车队级别承保。美国保险公司的这种积极主动的适应措施降低了自动驾驶计程车可扩展性的主要商业性障碍之一，为投资和车队扩张创造了更安全的环境。

目录

第一章调查方法与范围

第二章执行摘要

第三章美国Robotaxi 市场变数、趋势与范围

  • 市场展望
  • 市场动态
    • 市场驱动因素分析
    • 市场限制因素分析
    • 产业挑战
  • 美国Robotaxi市场分析工具
    • 产业分析-波特五力分析
    • PESTEL分析

第四章美国自动驾驶计程车市场：推进类型评估与趋势分析

  • 细分仪表板
  • 美国自动驾驶计程车市场：2024 年和 2030 年推进类型变化分析
  • 电动车
  • 油电混合车
  • 燃料电池汽车

第五章美国Robotaxi 市场：零件类型估价与趋势分析

  • 细分仪表板
  • 美国自动驾驶计程车市场：2024 年和 2030 年零件类型变化分析
  • LiDAR
  • 雷达
  • 相机
  • 感应器

第六章美国自动驾驶计程车市场：自主性水准评估与趋势分析

  • 细分仪表板
  • 美国自动驾驶计程车市场：2024 年和 2030 年自动驾驶水平变化分析
  • 4级
  • 5级

第七章美国Robotaxi市场：车型预估及趋势分析

  • 细分仪表板
  • 美国自动驾驶计程车市场：2024 年和 2030 年车型变化分析
  • 车
  • 接驳车/麵包车

第八章美国Robotaxi 市场：服务类型评估与趋势分析

  • 细分仪表板
  • 美国自动驾驶计程车市场：2024 年和 2030 年服务类型变化分析
  • 汽车租赁
  • 接驳车/麵包车

第九章美国Robotaxi市场：应用评估与趋势分析

  • 细分仪表板
  • 美国自动驾驶计程车市场：2024 年和 2030 年应用趋势分析
  • 乘客
  • 商品

第十章 竞争格局

  • 公司分类
  • 公司市场定位
  • 公司热图分析
  • 公司简介/上市公司
    • Waymo LLC
    • Cruise LLC
    • Tesla Inc.
    • Aptiv
    • Uber Technologies Inc.
    • Lyft, Inc.
    • Zoox, Inc.
    • Aurora Operations, Inc.
    • Nuro
    • Gatik
Product Code: GVR-4-68040-618-1

U.S. Robo Taxi Market Size & Trends:

The U.S. robo taxi market size was estimated at USD 0.45 billion in 2024 and is projected to grow at a CAGR of 74.6% from 2025 to 2030. The growth of the U.S. robo-taxi industry is driven by progressive urban policy initiatives in major metropolitan areas such as San Francisco, Los Angeles, Austin, and Phoenix. These cities are at the forefront of smart transportation experimentation, with municipal authorities actively piloting autonomous mobility zones, congestion pricing models, and AV-specific zoning codes. City governments are also forging direct partnerships with mobility tech firms to co-develop operational frameworks that align with local sustainability and traffic management goals. This decentralized, city-driven approach to AV adoption is unique to the U.S. and is accelerating the commercial rollout of robo-taxi services in high-density urban corridors.

Unlike many other countries, the U.S. robo taxi market benefits from a hyper-competitive innovation ecosystem fueled by well-funded technology giants and a vibrant startup culture. Companies such as Waymo, Cruise, Zoox (Amazon), and Aurora leverage significant capital, proprietary technology stacks, and local testing permissions to rapidly iterate and refine autonomous ride-hailing platforms. At the same time, smaller startups are carving out niche innovations in mapping, safety software, and autonomous fleet management. The high concentration of intellectual property, venture funding, and talent in U.S. tech hubs, particularly in California and Texas, ensures a continuous stream of innovation that propels the robo-taxi market forward.

In the U.S., established ride-hailing giants like Uber and Lyft are strategically positioning themselves to incorporate robo-taxis into their platforms, either through in-house development or partnerships with AV companies. This integration enables a seamless user experience and facilitates the transition for current ride-hail customers. Additionally, new business models such as robo-taxi subscriptions and bundled mobility packages are being tested in select U.S. markets. These models offer flat-rate or usage-based pricing, ensuring predictability and affordability for urban commuters and signaling a shift from per-ride charges to service-based contracts.

Labor market dynamics serve as a unique catalyst for robo-taxi adoption in the U.S. A persistent shortage of rideshare and taxi drivers, coupled with rising wages and employment regulations in states like California and New York, is propelling fleet operators and mobility companies to hasten the transition toward automation. Robo-taxis offer an appealing alternative by removing driver-related operational costs and compliance complexities. This labor-focused cost pressure is particularly noticeable in urban centers with high demand for 24/7 mobility services, where the cost-effectiveness of driverless fleets provides significant margin benefits.

The U.S. insurance industry plays a pivotal role in enabling robo-taxi deployments by developing innovative underwriting models and liability frameworks tailored to autonomous vehicles. Insurers leverage telematics data, AV simulation platforms, and behavioral AI to assess risk and create customized policies for robo-taxi fleets. Regulatory flexibility at the state level allows for experimentation with alternative insurance models, including usage-based pricing and fleet-level coverage. This proactive adaptation by U.S. insurers reduces one of the major commercial barriers to robo-taxi scalability and creates a more secure environment for investment and fleet expansion.

U.S. Robo Taxi Market Report Segmentation

This report forecasts revenue growth at the country level and provides an analysis of the latest industry trends in each of the sub-segments from 2018 to 2030. For this study, Grand View Research has segmented the U.S. robo taxi market report based on propulsion type, component type, level of autonomy, vehicle type,service type, and application:

  • Propulsion Type Outlook (Revenue, USD Million, 2018 - 2030)
  • Electric Vehicles
  • Hybrid Electric Vehicles
  • Fuel Cell Vehicle
  • Component Type Outlook (Revenue, USD Million, 2018 - 2030)
  • LiDAR
  • Radar
  • Camera
  • Sensor
  • Level of Autonomy Outlook (Revenue, USD Million, 2018 - 2030)
  • Level 4
  • Level 5
  • Vehicle Type Outlook (Revenue, USD Million, 2018 - 2030)
  • Cars
  • Shuttles/Vans
  • Service Type Outlook (Revenue, USD Million, 2018 - 2030)
  • Car Rental
  • Station-based
  • Application Outlook (Revenue, USD Million, 2018 - 2030)
  • Passenger
  • Goods

Table of Contents

Chapter 1. Methodology and Scope

  • 1.1. Market Segmentation and Scope
  • 1.2. Research Methodology
    • 1.2.1. Information Procurement
  • 1.3. Information or Data Analysis
  • 1.4. Methodology
  • 1.5. Research Scope and Assumptions
  • 1.6. Market Formulation & Validation
  • 1.7. Country Based Segment Share Calculation
  • 1.8. List of Data Sources

Chapter 2. Executive Summary

  • 2.1. Market Outlook
  • 2.2. Segment Outlook
  • 2.3. Competitive Insights

Chapter 3. U.S. Robo Taxi Market Variables, Trends, & Scope

  • 3.1. Market Lineage Outlook
  • 3.2. Market Dynamics
    • 3.2.1. Market Driver Analysis
    • 3.2.2. Market Restraint Analysis
    • 3.2.3. Industry Challenge
  • 3.3. U.S. Robo Taxi Market Analysis Tools
    • 3.3.1. Industry Analysis - Porter's
      • 3.3.1.1. Bargaining power of the suppliers
      • 3.3.1.2. Bargaining power of the buyers
      • 3.3.1.3. Threats of substitution
      • 3.3.1.4. Threats from new entrants
      • 3.3.1.5. Competitive rivalry
    • 3.3.2. PESTEL Analysis
      • 3.3.2.1. Political landscape
      • 3.3.2.2. Economic landscape
      • 3.3.2.3. Social landscape
      • 3.3.2.4. Technological landscape
      • 3.3.2.5. Environmental landscape
      • 3.3.2.6. Legal landscape

Chapter 4. U.S. Robo Taxi Market: Propulsion Type Estimates & Trend Analysis

  • 4.1. Segment Dashboard
  • 4.2. U.S. Robo Taxi Market: Propulsion Type Movement Analysis, 2024 & 2030 (USD Million)
  • 4.3. Electric Vehicles
    • 4.3.1. Electric Vehicles Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
  • 4.4. Hybrid Electric Vehicles
    • 4.4.1. Hybrid Electric Vehicles Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
  • 4.5. Fuel Cell Vehicles
    • 4.5.1. Fuel Cell Vehicles Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 5. U.S. Robo Taxi Market: Component Type Estimates & Trend Analysis

  • 5.1. Segment Dashboard
  • 5.2. U.S. Robo Taxi Market: Component Type Movement Analysis, 2024 & 2030 (USD Million)
  • 5.3. LiDAR
    • 5.3.1. LiDAR Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
  • 5.4. Radar
    • 5.4.1. Radar Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
  • 5.5. Camera
    • 5.5.1. NFV Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
  • 5.6. Sensors
    • 5.6.1. Sensors Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 6. U.S. Robo Taxi Market: Level of Autonomy Estimates & Trend Analysis

  • 6.1. Segment Dashboard
  • 6.2. U.S. Robo Taxi Market: Level of Autonomy Movement Analysis, 2024 & 2030 (USD Million)
  • 6.3. Level 4
    • 6.3.1. Level 4 Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
  • 6.4. Level 5
    • 6.4.1. Level 5 Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 7. U.S. Robo Taxi Market: Vehicle Type Estimates & Trend Analysis

  • 7.1. Segment Dashboard
  • 7.2. U.S. Robo Taxi Market: Vehicle Type Movement Analysis, 2024 & 2030 (USD Million)
  • 7.3. Cars
    • 7.3.1. Cars Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
  • 7.4. Shuttles/Vans
    • 7.4.1. Shuttles/Vans Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 8. U.S. Robo Taxi Market: Service Type Estimates & Trend Analysis

  • 8.1. Segment Dashboard
  • 8.2. U.S. Robo Taxi Market: Service Type Movement Analysis, 2024 & 2030 (USD Million)
  • 8.3. Car Rental
    • 8.3.1. Car Rental Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
  • 8.4. Shuttles/Vans
    • 8.4.1. Shuttles/Vans Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 9. U.S. Robo Taxi Market: Application Estimates & Trend Analysis

  • 9.1. Segment Dashboard
  • 9.2. U.S. Robo Taxi Market: Application Movement Analysis, 2024 & 2030 (USD Million)
  • 9.3. Passengers
    • 9.3.1. Passengers Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
  • 9.4. Goods
    • 9.4.1. Goods Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 10. Competitive Landscape

  • 10.1. Company Categorization
  • 10.2. Company Market Positioning
  • 10.3. Company Heat Map Analysis
  • 10.4. Company Profiles/Listing
    • 10.4.1. Waymo LLC
      • 10.4.1.1. Participant's Overview
      • 10.4.1.2. Financial Performance
      • 10.4.1.3. Product Benchmarking
      • 10.4.1.4. Strategic Initiatives
    • 10.4.2. Cruise LLC
      • 10.4.2.1. Participant's Overview
      • 10.4.2.2. Financial Performance
      • 10.4.2.3. Product Benchmarking
      • 10.4.2.4. Strategic Initiatives
    • 10.4.3. Tesla Inc.
      • 10.4.3.1. Participant's Overview
      • 10.4.3.2. Financial Performance
      • 10.4.3.3. Product Benchmarking
      • 10.4.3.4. Strategic Initiatives
    • 10.4.4. Aptiv
      • 10.4.4.1. Participant's Overview
      • 10.4.4.2. Financial Performance
      • 10.4.4.3. Product Benchmarking
      • 10.4.4.4. Strategic Initiatives
    • 10.4.5. Uber Technologies Inc.
      • 10.4.5.1. Participant's Overview
      • 10.4.5.2. Financial Performance
      • 10.4.5.3. Product Benchmarking
      • 10.4.5.4. Strategic Initiatives
    • 10.4.6. Lyft, Inc.
      • 10.4.6.1. Participant's Overview
      • 10.4.6.2. Financial Performance
      • 10.4.6.3. Product Benchmarking
      • 10.4.6.4. Strategic Initiatives
    • 10.4.7. Zoox, Inc.
      • 10.4.7.1. Participant's Overview
      • 10.4.7.2. Financial Performance
      • 10.4.7.3. Product Benchmarking
      • 10.4.7.4. Strategic Initiatives
    • 10.4.8. Aurora Operations, Inc.
      • 10.4.8.1. Participant's Overview
      • 10.4.8.2. Financial Performance
      • 10.4.8.3. Product Benchmarking
      • 10.4.8.4. Strategic Initiatives
    • 10.4.9. Nuro
      • 10.4.9.1. Participant's Overview
      • 10.4.9.2. Financial Performance
      • 10.4.9.3. Product Benchmarking
      • 10.4.9.4. Strategic Initiatives
    • 10.4.10. Gatik
      • 10.4.10.1. Participant's Overview
      • 10.4.10.2. Financial Performance
      • 10.4.10.3. Product Benchmarking
      • 10.4.10.4. Strategic Initiatives

List of Tables

  • Table 1 U.S. Robo Taxi Market size estimates & forecasts 2018 - 2030 (USD Million)
  • Table 2 U.S. Robo Taxi Market, by Propulsion Type, 2018 - 2030 (USD Million)
  • Table 3 U.S. Robo Taxi Market, By Component Type, 2018 - 2030 (USD Million)
  • Table 4 U.S. Robo Taxi Market, by Level of Autonomy, 2018 - 2030 (USD Million)
  • Table 5 U.S. Robo Taxi Market, by Vehicle Type, 2018 - 2030 (USD Million)
  • Table 6 U.S. Robo Taxi Market, by Service Type, 2018 - 2030 (USD Million)
  • Table 7 U.S. Robo Taxi Market, by Application, 2018 - 2030 (USD Million)
  • Table 8 Electric Vehicles Market, by Region, 2018 - 2030 (USD Million)
  • Table 9 Hybrid Electric Vehicles Market, by Region, 2018 - 2030 (USD Million)
  • Table 10 Fuel Cell Vehicles Market, by Region, 2018 - 2030 (USD Million)
  • Table 11 LiDAR Market, by Region, 2018 - 2030 (USD Million)
  • Table 12 Radar Market, by Region, 2018 - 2030 (USD Million)
  • Table 13 Camera Market, by Region, 2018 - 2030 (USD Million)
  • Table 14 Sensors Market, by Region, 2018 - 2030 (USD Million)
  • Table 15 Level 4 Market, by Region, 2018 - 2030 (USD Million)
  • Table 16 Level 5 Market, by Region, 2018 - 2030 (USD Million)
  • Table 17 Cars Market, by Region, 2018 - 2030 (USD Million)
  • Table 18 Shuttles/Vans Market, by Region, 2018 - 2030 (USD Million)
  • Table 19 Car Rental Market, by Region, 2018 - 2030 (USD Million)
  • Table 20 Station-based Market, by Region, 2018 - 2030 (USD Million)
  • Table 21 Passenger Market, by Region, 2018 - 2030 (USD Million)
  • Table 22 Goods Market, by Region, 2018 - 2030 (USD Million)

List of Figures

  • Fig. 1 U.S. Robo Taxi Market segmentation
  • Fig. 2 Market research deployment mode
  • Fig. 3 Information procurement
  • Fig. 4 Primary research pattern
  • Fig. 5 Market research approaches
  • Fig. 6 Value chain-based sizing & forecasting
  • Fig. 7 Parent market analysis
  • Fig. 8 Market formulation & validation
  • Fig. 9 U.S. Robo Taxi Market snapshot
  • Fig. 10 U.S. Robo Taxi Market segment snapshot
  • Fig. 11 U.S. Robo Taxi Market competitive landscape snapshot
  • Fig. 12 Market research deployment mode
  • Fig. 13 Market driver relevance analysis (Current & future impact)
  • Fig. 14 Market restraint relevance analysis (Current & future impact)
  • Fig. 15 U.S. Robo Taxi Market: Propulsion Type outlook key takeaways (USD Million)
  • Fig. 16 U.S. Robo Taxi Market: Propulsion Type movement analysis 2024 & 2030 (USD Million)
  • Fig. 17 Electric Vehicles market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 18 Hybrid Electric Vehicles market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 19 Fuel Cell Vehicles market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 20 U.S. Robo Taxi Market: Component Type outlook key takeaways (USD Million)
  • Fig. 21 U.S. Robo Taxi Market: Component Type movement analysis 2024 & 2030 (USD Million)
  • Fig. 22 LiDAR market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 23 Radar market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 24 Camera market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 25 Sensors market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 26 U.S. Robo Taxi Market: Level of Autonomy outlook key takeaways (USD Million)
  • Fig. 27 U.S. Robo Taxi Market: Level of Autonomy movement analysis 2024 & 2030 (USD Million)
  • Fig. 28 Level 4 market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 29 Level 5 market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 30 U.S. Robo Taxi Market: Vehicle Type outlook key takeaways (USD Million)
  • Fig. 31 U.S. Robo Taxi Market: Vehicle Type movement analysis 2024 & 2030 (USD Million)
  • Fig. 32 Cars market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 33 Shuttles/Vans market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 34 U.S. Robo Taxi Market: Service Type outlook key takeaways (USD Million)
  • Fig. 35 U.S. Robo Taxi Market: Service Type movement analysis 2024 & 2030 (USD Million)
  • Fig. 36 Car Rental market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 37 Station-based market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 38 U.S. Robo Taxi Market: Application outlook key takeaways (USD Million)
  • Fig. 39 U.S. Robo Taxi Market: Application movement analysis 2024 & 2030 (USD Million)
  • Fig. 40 Passenger market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 41 Goods market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 42 Strategy framework
  • Fig. 43 Company Categorization