查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1138443

Robotaxi 市场 - COVID-19 的增长、趋势、影响、预测（2022-2027 年）

Robo-Taxi Market - Growth, Trends, and Forecasts (2022 - 2027)
出版日期: | 出版商: Mordor Intelligence | 英文 70 Pages | 商品交期: 2-3个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

2021 年机器人出租车市场价值 12 亿美元，预计 2027 年将增长到 281.1 亿美元，预测期内的复合年增长率为 70%。

COVID-19 大流行对所研究的市场产生了重大影响，因为封锁和贸易限制已导致全球供应链中断和汽车生产停工。由于严格的封锁，几家公司已经扩大到推出机器人出租车叫车服务。例如，2020 年，Waymo 因封锁而推迟了叫车服务。然而，随着法规的放宽，公司开始专注于减轻此类风险和发展，从而在预测期内为市场创造动力。

从中期来看，自动驾驶汽车将越来越多地配备先进的驾驶辅助功能，这在预测期内可能会出现显着增长。先进驾驶辅助系统 (ADAS) 的技术进步和对多功能係统的日益关注也为公司开发自动驾驶汽车创造了有利可图的机会。

世界各地的主要城市都面临着日益严重的交通拥堵、污染加剧以及对健康和整体生活质量产生负面影响的问题。对零排放和绿色汽车的需求正在上升，对自动驾驶汽车的需求也在飙升。如今，三大趋势正在推动汽车行业的转型变革：零排放汽车、自动驾驶和新型移动模式。自动驾驶出租车、自动零排放车辆体现了所有这三种趋势，为拥有汽车或使用公共交通工具提供了一种方便和个性化的替代方案，它有可能成为一个有吸引力的选择。

机器人出租车仍处于试点阶段，面临製造成本高、司机和行人受伤风险、政府监管不力、运营机器人出租车基础设施不足等挑战。这些因素可能会阻碍机器人出租车市场的增长。

但机器人出租车也提供了通过减少车辆之间的安全停车距离来显着增加交通容量的机会。机器人几乎可以立即做出反应，因此减少强制安全距离同时仍期望更高的安全级别是有意义的。

主要市场趋势

Robotaxi 吸引了来自世界各地的人们

几乎每家汽车製造商都在世界各地测试和推出电动或自动驾驶汽车。大多数製造商都在测试自动驾驶出租车，并查看结果和人们的反应。在全球范围内，人们都在欢迎机器人出租车的概念，技术和汽车製造商也开始着手研究它。Robotaxi 服务提供商正在世界各地推出服务。例如

  • 2022 年 9 月，Cruise 计划在 2022 年底之前在德克萨斯州奥斯汀和凤凰城推出商业机器人出租车服务。
  • 2022 年 7 月，Baidu推出了一款可拆卸手柄的新型机器人出租车。我们以比其他出租车票价便宜 50% 的价格提供打车服务。

电动汽车和自动驾驶汽车的增长看起来对市场充满希望。例如，到 2021 年，乘用车将占全球电动汽车销量的 70% 以上。乘用车 SUV 细分市场在过去几年中持续增长，这不仅受到北美和欧洲需求的推动，也受到亚太地区（尤其是中国）的需求的推动。

没有汽车的消费者可能会使用基于自动驾驶汽车的移动服务，而不是传统的汽车和公共交通。大约 45% 不能开车的人愿意使用自动驾驶出租车作为传统公共交通工具的替代品。近 25% 的人还认为他们将使用机器人出租车而不是传统的出租车。

但车主要想改用自动驾驶出租车，他们至少必须确信自动驾驶出租车在独立性、舒适性和便利性等关键领域与体验相匹配。

如果机器人出租车被认为比汽车更方便，那么使用汽车的交通需求将会增加。

机器人出租车在欧洲成为主流

自动驾驶出租车市场预计将由欧洲主导，其次是中国和美国。欧洲是提供先进移动技术和支撑机器人出租车市场基础设施的关键地区。

许多从事自动驾驶出租车的车队运营商从各个角度都发现了有利的商业环境，包括该地区支持环保车辆技术的监管框架。

在欧洲地区开展业务的几家主要参与者正在该地区推出新的自动驾驶汽车。例如：

  • 2021 年 8 月，Motional 和Hyundai Motor Group推出了基于 IONIQ 5 的机器人出租车。IONIQ 5 是一款 4 级自动驾驶汽车，无需辅助人员即可运行。
  • 2022 年 1 月，General Motors宣布计划在 2010 年代中期推出“个人自动驾驶汽车”。他补充说，General Motors和 Cruise 已经获得了重要的技术专长和经验，并正在努力尽快将零售个人自动驾驶汽车推向市场。

中国也在快速推进其自动驾驶出租车计划。例如，中国主要出租车公司Didi Chuxing正在开发自动驾驶无人驾驶汽车。它的技术合作伙伴是一家名为 CHJ Auto 的电动汽车初创公司。他们正在研製一种全电动机器人出租车，可以在中国拥挤的大城市中接送乘客，无需司机。

  • 2022 年 7 月，Baidu在中国推出了一项新的自动驾驶出租车服务 Apollo Go。
  • 2021 年 4 月，Toyota在日本推出了新款Lexus LS 和Toyota Mirai，这两款车型均具有 Advanced Drive Level 2 自动驾驶功能，可帮助保持车道、与其他车辆保持距离并辅助变道。驾驶系统将包括高级驾驶辅助功能，以及Toyota宣布将以 5.5 亿美元收购 Lyft 的自动驾驶汽车部门。

竞争格局

机器人出租车市场处于起步阶段，运营它的公司数量有限，包括NAVYA、Uber Technologies Inc.、Waymo LLC、EasyMile、Didi Chuxing Technology Co.、AB Volvo、Baidu Inc等。

公司正在建立合作伙伴关係以测试自动驾驶出租车并在竞争中保持领先地位。例如：

  • 2022 年 6 月，Uber Technologies 和 Waymo LLC 建立了长期战略合作伙伴关係，将自动驾驶卡车解决方案推向市场。
  • 2021 年 7 月，Ford宣布计划与 Lyft 和 Argo AI 联合推出自动驾驶车队。两家公司还表示，他们计划到 2022 年底在德克萨斯州奥斯汀开展业务，并在五年内在多个市场拥有约 1,000 辆自动驾驶汽车。

其他福利。

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

目录

第 1 章 简介

  • 调查先决条件
  • 调查范围

第二章研究方法论

第三章执行摘要

第四章市场动态

  • 市场驱动力
  • 市场製约因素
  • 产业吸引力——波特五力分析
    • 新进入者的威胁
    • 买方/消费者议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 竞争对手之间的竞争

第 5 章市场细分（价值基础：十亿美元）

  • 按自治级别
    • 4级
    • 5级
  • 通过推进
    • 电子车
    • 混合动力汽车
    • 燃料电池汽车
  • 车辆类型
    • 汽车
    • 麵包车/班车
  • 按用途
    • 客运
    • 货物运输
  • 按服务类型
    • 出租
    • 车站类型
  • 按地区
    • 北美
      • 美国
      • 加拿大
      • 其他北美
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 意大利
      • 西班牙
      • 欧洲其他地区
    • 亚太地区
      • 中国
      • 日本
      • 印度
      • 亚太其他地区
    • 世界其他地区
      • 南美洲
      • 中东/非洲

第 6 章 竞争格局

  • 供应商市场份额
  • 公司简介
    • NAVYA SA
    • Waymo LLC
    • Uber Technologies Inc.
    • EasyMile
    • Didi Chuxing Technology Co
    • AB Volvo
    • Baidu Inc
    • GM Cruise
    • MOIA
    • APTIV PLC
    • ZF Friedrichshafen AG
    • AutoX Inc.
    • Tesla Inc.

第七章市场机会与未来趋势

简介目录
Product Code: 67287

The Robo-taxi market was valued at USD 1.2 Billion in 2021 and is projected to grow to USD 28.11 Billion by 2027, registering a CAGR of 70% during the forecast period.

The COVID-19 pandemic had a massive impact on the market studied as lockdowns and trade restrictions have led to supply chain disruptions and a halt of vehicle production across the world. Due to the strict lockdown, several companies extended to launch Robo-taxi ride-hailing services. For instance, In 2020, Waymo postponed its ride-hailing services due to a lockdown. However, as restrictions eased, players started focusing on mitigating such risks and developments to create momentum in the market during the forecast period.

Over the medium term, the rise in the integration of advanced driver assistance in an autonomous vehicle is likely to witness major growth during the forecast period. Additionally, technological advancements in advanced driver assistance systems and a growing emphasis on multifunctional systems create lucrative opportunities for players to develop autonomous vehicles.

The growing issues of traffic congestion in major cities around the world, increase pollution and adversely impact health and overall quality of life. The demand for zero-emission vehicles or green vehicles is rising, also there is a surge in autonomous cars demand. Currently, three trends are accelerating transformative change in the automotive industry which are zero-emission vehicles, autonomous driving, and new mobility models. Autonomous, zero-emission Robo-taxis embody all three of these trends, offering the potential for convenient, personalized transport as an attractive alternative to owning a car or using public transport.

Robo-taxis are still in testing phases and carries the baggage of challenges which includes, high manufacturing cost, the risk of injury to drivers and pedestrians, lack of proper government regulations, and inadequate infrastructure for operating Robo-Taxis. These factors are likely to hinder the growth of the robot-taxi market.

However, Robo-taxis also provide an opportunity to significantly increase traffic capacity by reducing safe stopping distances between cars. As robots can react almost instantly, it is reasonable to reduce the enforced safe distance while still expecting higher safety levels.

Key Market Trends

Robo-Taxis Are Attracting People Around the World

Almost all vehicle manufacturers are testing and launching electric and autonomous vehicles around the world. The majority of the manufacturers are testing autonomous taxis for seeing the results and responses of people. Globally, people are welcoming the Robo-taxi concept based on which the technology and vehicle manufacturing companies have started working on it. Several Robo taxi service providers are launching their services across the globe. For instance,

  • In September 2022, Cruise will launch commercial robotaxi services in Austin, Texas, and Phoenix by the end of the year 2022.
  • In July 2022, Baidu launched a new Robo-taxi that comes with a detachable steering wheel. The company offers ride-hailing service for 50% less than other taxi fares.

The growth of electric mobility and autonomous cars is likely to create a positive outlook for the market. For instance, Passenger cars contributed to more than 70% of the global EV sales in 2021. The SUV segment in passenger cars has been witnessing growth for the past few years, owing to the demand not only from North America and Europe but also from Asia-Pacific (Especially China).

Consumers without cars would be likely to use autonomous vehicle-based mobility services to replace journeys by both conventional cars and public transport. Approximately 45% of people without regular access to cars are ready to use Robo-taxis instead of conventional public transport. Nearly 25% of people would use Robo-taxis instead of conventional taxis.

However, for car owners to switch to Robo-taxis, they would need to be convinced that Robo-taxis would at least match the experience in the key areas of independence, comfort, and convenience.

As soon as Robo-taxis are perceived as being more convenient than cars which they certainly have the potential to be then the demand for car-based mobility will increase.

Europe is Likely to Dominate the Robo-Taxi Market

The Robo-Taxi market is anticipated to be led by Europe followed by China and the United States respectively. European is the leading region that is providing advanced mobility technology and supportive infrastructure for the Robo-taxi market.

Majority of the fleet- operators who are working on Robo-taxi have found favorable business environments from all the perspectives such as regulatory frameworks that support environment-driven vehicle technologies in the region.

Several key players operating in the Europe region are launching new autonomous vehicles in the region. For instance,

  • In August 2021, Motional and Hyundai Motor Group launched IONIQ 5-based robotaxi. IONIQ 5 is a Level 4 autonomous vehicle that can operate without a driver.
  • In January 2022, General Motors Co. announced that it is planning to introduce a "personal autonomous vehicle" by mid-decade. It further stated that GM and Cruise are gaining significant technological expertise and experience and are working to be the fastest to market with a retail personal autonomous vehicle.

China is also rapidly working on the Robo-taxi concept. For Instance, Didi Chuxing, China's leading taxi service providing company is developing autonomous driverless cars. Its technology partner is an electric car startup called CHJ Auto. Together they are working to create an all-electric robotaxi that can shuttle passengers around China's crowded megacities with no drivers at all.

  • In July 2022, Baidu introduced a new self-driving taxi service Apollo Go in China.
  • In April 2021, Toyota Motor Corp. unveiled in Japan new versions of the Lexus LS and Toyota Mirai, both equipped with Advanced Drive features a Level 2 autonomous system that helps keep the car in its lane, maintains the distance from other vehicles, and assists with lane changes and advanced-driver assistance and Toyota has also announced the purchase of Lyft's autonomous car division for USD 550 million.

Competitive Landscape

The Robo-taxi Market is in a nascent stage due to the market has a limited number of players who are operating which includes NAVYA, Uber Technologies Inc., Waymo LLC, EasyMile, Didi Chuxing Technology Co., AB Volvo, Baidu Inc., and others.

The companies are testing Robo-taxis and making partnerships so that they can be ahead of the competition. For instance,

  • In June 2022, Uber Technologies and Waymo LLC signed a long-term, strategic partnership to bring autonomous trucking solutions to market.
  • In July 2021, Ford announced its plans of launching an autonomous vehicle fleet with Lyft and Argo AI. These companies further stated that they are planning to expand to Austin, Texas, by end of 2022 and roll out about 1,000 self-driving cars in multiple markets within five years.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Drivers
  • 4.2 Market Restraints
  • 4.3 Industry Attractiveness - Porter's Five Force Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION (Market Size by Value - USD Billion)

  • 5.1 By Level of Autonomy
    • 5.1.1 Level 4
    • 5.1.2 Level 5
  • 5.2 By Propulsion
    • 5.2.1 Electric Vehicles
    • 5.2.2 Hybrid Vehicles
    • 5.2.3 Fuel Cell Electric Vehicles
  • 5.3 By Vehicle
    • 5.3.1 Car
    • 5.3.2 Van/Shuttle
  • 5.4 By Application
    • 5.4.1 Passenger Transportation
    • 5.4.2 Goods Transportation
  • 5.5 By Service Type
    • 5.5.1 Rental-Based
    • 5.5.2 Station-Based
  • 5.6 Geography
    • 5.6.1 North America
      • 5.6.1.1 United States
      • 5.6.1.2 Canada
      • 5.6.1.3 Rest of North America
    • 5.6.2 Europe
      • 5.6.2.1 Germany
      • 5.6.2.2 United Kingdom
      • 5.6.2.3 France
      • 5.6.2.4 Italy
      • 5.6.2.5 Spain
      • 5.6.2.6 Rest of Europe
    • 5.6.3 Asia Pacific
      • 5.6.3.1 China
      • 5.6.3.2 Japan
      • 5.6.3.3 India
      • 5.6.3.4 Rest of Asia-Pacific
    • 5.6.4 Rest of the World
      • 5.6.4.1 South America
      • 5.6.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share**
  • 6.2 Company Profiles
    • 6.2.1 NAVYA SA
    • 6.2.2 Waymo LLC
    • 6.2.3 Uber Technologies Inc.
    • 6.2.4 EasyMile
    • 6.2.5 Didi Chuxing Technology Co
    • 6.2.6 AB Volvo
    • 6.2.7 Baidu Inc
    • 6.2.8 GM Cruise
    • 6.2.9 MOIA
    • 6.2.10 APTIV PLC
    • 6.2.11 ZF Friedrichshafen AG
    • 6.2.12 AutoX Inc.
    • 6.2.13 Tesla Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS