全球自动驾驶商用车市场：市场规模和占有率分析 - 趋势、驱动因素、竞争格局和预测（2024-2030）

主要亮点

2023 年全球自动驾驶商用车市场价值为 9.906 亿美元，复合年增长率超过 8.0%，到 2030 年将扩大至 17.235 亿美元。

自动驾驶技术在更安全的性能和更有效的道路运输方面的巨大潜力是人们对车辆如此着迷、推动行业扩张的关键因素。半自动商用车透过 ADAS 系统向驾驶员提供的帮助是这些车辆在全球领先产业的关键原因。

将人工智慧融入自动驾驶商用车是业界的一大趋势。在许多方面，人工智慧透过推动 4 级和 5 级自动驾驶商用车的进步，推动了汽车产业的发展。该技术能够扩展眼动追踪、语音辨识、驾驶监控、手势辨识、自然语言介面和虚拟辅助，这对于这些车辆的正常运作至关重要。

关键见解

北美在这个行业中处于领先地位，并且很可能在整个十年中保持最大的市场规模。这是由于有关自动驾驶汽车的研发活动增加，以及州和联邦政府对增强自动驾驶技术的支持增加。

未来几年，亚太地区预计将以 8.8% 的最高复合年增长率成长。这主要是因为该地区是全球主要的汽车製造商，占年产量的近一半。

2023年，半自动驾驶类别将占据产业最大占有率。大多数欧洲国家和美国都强制要求所有新型商用车都配备基本的 ADAS 功能，这使几乎所有商用车都实现半自动驾驶。

到 2023 年，卡车类别将占据行业最大占有率，并将在整个十年中继续成为最大贡献者。这主要是由于自动驾驶卡车在自动化物料搬运、室内物流运输、物流数位化和堆场管理等物流应用中越来越多地采用。

未来 10 年，公共交通类别预计将以 8.7% 的最高复合年增长率成长。这主要是由于公共交通自动驾驶接驳车服务的接受度不断提高。

本报告分析了全球自动驾驶商用车市场，包括市场的基本结构和最新情况、主要推动和限制因素以及全球、分地区、主要国家市场规模展望（数量・金额基础（2017-2030）、各细分市场的详细趋势、当前市场竞争状况、主要公司概况等。

目录

第一章研究范围

第二章研究方法

第 3 章执行摘要

第 4 章市场指标

第五章产业展望

• 市场动态
  • 趋势
  • 促进因素
  • 抑制因素/课题
  • 促进/抑制因子影响分析
• 新型冠状病毒感染 (COVID-19) 的影响
• 波特五力分析

第六章世界市场

• 摘要
• 市场规模：车辆自动驾驶（2017-2030 年）
• 市场收入：车辆自动驾驶（2017-2030 年）
• 市场规模：依车型划分（2017-2030 年）
• 市场收入：依车型划分（2017-2030 年）
• 市场规模：依燃料类型划分（2017-2030 年）
• 市场收入：依燃料类型划分（2017-2030 年）
• 市场规模：依地区划分（2017-2030 年）
• 市场收入：依地区划分（2017-2030 年）

第七章北美市场

• 摘要
• 市场规模：车辆自动驾驶（2017-2030 年）
• 市场收入：车辆自动驾驶（2017-2030 年）
• 市场规模：依车型划分（2017-2030 年）
• 市场收入：依车型划分（2017-2030 年）
• 市场规模：依燃料类型划分（2017-2030 年）
• 市场收入：依燃料类型划分（2017-2030 年）
• 市场规模：依国家划分（2017-2030 年）
• 市场收入：依国家/地区划分（2017-2030 年）

第8章欧洲市场

第9章亚太市场

第10章拉丁美洲市场

第十一章中东非洲市场

第12章美国市场

• 摘要
• 市场规模：车辆自动驾驶（2017-2030 年）
• 市场收入：车辆自动驾驶（2017-2030 年）
• 市场规模：依车型划分（2017-2030 年）
• 市场收入：依车型划分（2017-2030 年）
• 市场规模：依燃料类型划分（2017-2030 年）
• 市场收入：依燃料类型划分（2017-2030 年）

第十三章加拿大市场

第14章德国市场

第十五章法国市场

第十六章英国市场

第十七章义大利市场

第十八章西班牙市场

第十九章日本市场

第20章中国市场

第21章印度市场

第22章澳洲市场

第23章韩国市场

第24章巴西市场

第25章墨西哥市场

第26章沙乌地阿拉伯市场

第27章南非市场

第 28 章阿联酋 (UAE) 市场

第29章竞争态势

• 市场参与者及其产品列表
• 主要公司的竞争基准
• 各大公司的产品基准
• 近期策略发展

第30章公司简介

• Waymo LLC
• Ford Motor Co.
• General Motor Co.
• Fiat Chrysler Automobiles N.V.
• Toyota Motor Corp.
• Renault-Nissan-Mitsubishi Alliance
• TuSimple Holdings Inc.
• Embark Trucks Inc.
• Kodiak Robotics Inc.
• Kodiak Robotics Inc.
• Tesla Inc.

第31章附录

Key Highlights

The autonomous commercial vehicle market was valued at USD 990.6 million in 2023, which will rise to USD 1,723.5 million, powering at more than 8.0% CAGR, by 2030.

The substantial potential that autonomous technology holds for safer performance and more effective road traffic is the key factor behind attraction toward such automobiles, thus driving the industry expansion.

Severe injuries, road traffic, and deaths are some intolerable and confounding results of road transport, and the main cause of road accidents/crashes is human error.

The assistance to the driver provided by semi-autonomous commercial automobiles through ADAS systems is the key reason driving the industry for these vehicles globally.

AI incorporation in autonomous commercial vehicles is a major trend being observed in this industry.

In many ways, AI caused the development of the automobile sector by allowing the advancement of level 4 & 5 autonomous commercial vehicles.

The technology allowed the expansion of eye tracking, speech recognition, driver monitoring, gesture recognition, natural language interfaces, and virtual assistance, which are very important for the right functioning of these vehicles.

AI has aided in advanced driver-assistance systems development, which comprises driver condition evaluation systems, camera-based machine vision systems, radar-based detection units, and sensor fusion ECUs.

Key Insights

North America is leading the industry, and it is also likely to remain the largest throughout this decade.

This can be because of the increasing research & development activities on autonomous vehicles and rising backing from the state and federal governments for enhancing autonomous driving technologies.

The U.S. led the industry in North America, and it will continue this trend during this decade. This can be mainly because of the existence of the prosperous trucking sector in this nation.

APAC is likely to advance at the highest compound annual growth rate, of 8.8%, in the years to come. This is primarily because the region is the major automobile manufacturer globally, accounting for almost half of the annual production.

In 2023, the semi-autonomous category accounted for the largest share of the industry.

Automobiles should be armed with electronic stability control or at least an ADAS feature (either for steering or acceleration) to attain level 1 automation.

Most European nations as well as the U.S. have instructed the implementation of basic ADAS features in all new commercial vehicles, which essentially makes all of them semi-autonomous.

In 2023, the truck category was the largest contributor to the industry, and it will remain the largest throughout this decade.

This is primarily because of the rising adoption of autonomous trucks for logistical usages like automated material handling, domestic logistics transport, logistics digitalization, and yard management.

The public transportation category is likely to advance at the highest compound annual growth rate, of 8.7%, during this decade. This is mainly because of the rising acceptance of autonomous shuttle services for public mobility use.

Some established and start-up businesses are coming up with strategies to make level 5 autonomous shuttles for public transport.

These shuttles would not need human drivers, which would assist transportation agencies in reducing operational expenses.

Table of Contents

Chapter 1. Research Scope

• 1.1. Research Objectives
• 1.2. Market Definition
• 1.3. Analysis Period
• 1.4. Market Size Breakdown by Segments
  • 1.4.1. Market size breakdown, by vehicle autonomy
  • 1.4.2. Market size breakdown, by vehicle type
  • 1.4.3. Market size breakdown, by fuel type
  • 1.4.4. Market size breakdown, by application
  • 1.4.5. Market size breakdown, by region
  • 1.4.6. Market size breakdown, by country
• 1.5. Market Data Reporting Unit
  • 1.5.1. Volume
  • 1.5.2. Value
• 1.6. Key Stakeholders

Chapter 2. Research Methodology

• 2.1. Secondary Research
  • 2.1.1. Paid
  • 2.1.2. Unpaid
  • 2.1.3. P&S Intelligence database
• 2.2. Primary Research
• 2.3. Market Size Estimation
• 2.4. Data Triangulation
• 2.5. Currency Conversion Rates
• 2.6. Assumptions for the Study
• 2.7. Notes and Caveats

Chapter 3. Executive Summary

Chapter 4. Market Indicators

Chapter 5. Industry Outlook

• 5.1. Market Dynamics
  • 5.1.1. Trends
  • 5.1.2. Drivers
  • 5.1.3. Restraints/challenges
  • 5.1.4. Impact analysis of drivers/restraints
• 5.2. Impact of COVID-19
• 5.3. Porter's Five Forces Analysis
  • 5.3.1. Bargaining power of buyers
  • 5.3.2. Bargaining power of suppliers
  • 5.3.3. Threat of new entrants
  • 5.3.4. Intensity of rivalry
  • 5.3.5. Threat of substitutes

Chapter 6. Global Market

• 6.1. Overview
• 6.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 6.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 6.4. Market Volume, by Vehicle Type (2017-2030)
• 6.5. Market Revenue, by Vehicle Type (2017-2030)
• 6.6. Market Volume, by Fuel Type (2017-2030)
• 6.7. Market Revenue, by Fuel Type (2017-2030)
• 6.8. Market Volume, by Region (2017-2030)
• 6.9. Market Revenue, by Region (2017-2030)

Chapter 7. North America Market

• 7.1. Overview
• 7.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 7.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 7.4. Market Volume, by Vehicle Type (2017-2030)
• 7.5. Market Revenue, by Vehicle Type (2017-2030)
• 7.6. Market Volume, by Fuel Type (2017-2030)
• 7.7. Market Revenue, by Fuel Type (2017-2030)
• 7.8. Market Volume, by Country (2017-2030)
• 7.9. Market Revenue, by Country (2017-2030)

Chapter 8. Europe Market

• 8.1. Overview
• 8.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 8.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 8.4. Market Volume, by Vehicle Type (2017-2030)
• 8.5. Market Revenue, by Vehicle Type (2017-2030)
• 8.6. Market Volume, by Fuel Type (2017-2030)
• 8.7. Market Revenue, by Fuel Type (2017-2030)
• 8.8. Market Volume, by Country (2017-2030)
• 8.9. Market Revenue, by Country (2017-2030)

Chapter 9. APAC Market

• 9.1. Overview
• 9.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 9.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 9.4. Market Volume, by Vehicle Type (2017-2030)
• 9.5. Market Revenue, by Vehicle Type (2017-2030)
• 9.6. Market Volume, by Fuel Type (2017-2030)
• 9.7. Market Revenue, by Fuel Type (2017-2030)
• 9.8. Market Volume, by Country (2017-2030)
• 9.9. Market Revenue, by Country (2017-2030)

Chapter 10. LATAM Market

• 10.1. Overview
• 10.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 10.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 10.4. Market Volume, by Vehicle Type (2017-2030)
• 10.5. Market Revenue, by Vehicle Type (2017-2030)
• 10.6. Market Volume, by Fuel Type (2017-2030)
• 10.7. Market Revenue, by Fuel Type (2017-2030)
• 10.8. Market Volume, by Country (2017-2030)
• 10.9. Market Revenue, by Country (2017-2030)

Chapter 11. MEA Market

• 11.1. Overview
• 11.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 11.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 11.4. Market Volume, by Vehicle Type (2017-2030)
• 11.5. Market Revenue, by Vehicle Type (2017-2030)
• 11.6. Market Volume, by Fuel Type (2017-2030)
• 11.7. Market Revenue, by Fuel Type (2017-2030)
• 11.8. Market Volume, by Country (2017-2030)
• 11.9. Market Revenue, by Country (2017-2030)

Chapter 12. U.S. Market

• 12.1. Overview
• 12.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 12.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 12.4. Market Volume, by Vehicle Type (2017-2030)
• 12.5. Market Revenue, by Vehicle Type (2017-2030)
• 12.6. Market Volume, by Fuel Type (2017-2030)
• 12.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 13. Canada Market

• 13.1. Overview
• 13.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 13.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 13.4. Market Volume, by Vehicle Type (2017-2030)
• 13.5. Market Revenue, by Vehicle Type (2017-2030)
• 13.6. Market Volume, by Fuel Type (2017-2030)
• 13.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 14. Germany Market

• 14.1. Overview
• 14.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 14.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 14.4. Market Volume, by Vehicle Type (2017-2030)
• 14.5. Market Revenue, by Vehicle Type (2017-2030)
• 14.6. Market Volume, by Fuel Type (2017-2030)
• 14.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 15. France Market

• 15.1. Overview
• 15.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 15.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 15.4. Market Volume, by Vehicle Type (2017-2030)
• 15.5. Market Revenue, by Vehicle Type (2017-2030)
• 15.6. Market Volume, by Fuel Type (2017-2030)
• 15.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 16. U.K. Market

• 16.1. Overview
• 16.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 16.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 16.4. Market Volume, by Vehicle Type (2017-2030)
• 16.5. Market Revenue, by Vehicle Type (2017-2030)
• 16.6. Market Volume, by Fuel Type (2017-2030)
• 16.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 17. Italy Market

• 17.1. Overview
• 17.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 17.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 17.4. Market Volume, by Vehicle Type (2017-2030)
• 17.5. Market Revenue, by Vehicle Type (2017-2030)
• 17.6. Market Volume, by Fuel Type (2017-2030)
• 17.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 18. Spain Market

• 18.1. Overview
• 18.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 18.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 18.4. Market Volume, by Vehicle Type (2017-2030)
• 18.5. Market Revenue, by Vehicle Type (2017-2030)
• 18.6. Market Volume, by Fuel Type (2017-2030)
• 18.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 19. Japan Market

• 19.1. Overview
• 19.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 19.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 19.4. Market Volume, by Vehicle Type (2017-2030)
• 19.5. Market Revenue, by Vehicle Type (2017-2030)
• 19.6. Market Volume, by Fuel Type (2017-2030)
• 19.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 20. China Market

• 20.1. Overview
• 20.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 20.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 20.4. Market Volume, by Vehicle Type (2017-2030)
• 20.5. Market Revenue, by Vehicle Type (2017-2030)
• 20.6. Market Volume, by Fuel Type (2017-2030)
• 20.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 21. India Market

• 21.1. Overview
• 21.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 21.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 21.4. Market Volume, by Vehicle Type (2017-2030)
• 21.5. Market Revenue, by Vehicle Type (2017-2030)
• 21.6. Market Volume, by Fuel Type (2017-2030)
• 21.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 22. Australia Market

• 22.1. Overview
• 22.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 22.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 22.4. Market Volume, by Vehicle Type (2017-2030)
• 22.5. Market Revenue, by Vehicle Type (2017-2030)
• 22.6. Market Volume, by Fuel Type (2017-2030)
• 22.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 23. South Korea Market

• 23.1. Overview
• 23.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 23.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 23.4. Market Volume, by Vehicle Type (2017-2030)
• 23.5. Market Revenue, by Vehicle Type (2017-2030)
• 23.6. Market Volume, by Fuel Type (2017-2030)
• 23.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 24. Brazil Market

• 24.1. Overview
• 24.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 24.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 24.4. Market Volume, by Vehicle Type (2017-2030)
• 24.5. Market Revenue, by Vehicle Type (2017-2030)
• 24.6. Market Volume, by Fuel Type (2017-2030)
• 24.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 25. Mexico Market

• 25.1. Overview
• 25.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 25.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 25.4. Market Volume, by Vehicle Type (2017-2030)
• 25.5. Market Revenue, by Vehicle Type (2017-2030)
• 25.6. Market Volume, by Fuel Type (2017-2030)
• 25.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 26. Saudi Arabia Market

• 26.1. Overview
• 26.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 26.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 26.4. Market Volume, by Vehicle Type (2017-2030)
• 26.5. Market Revenue, by Vehicle Type (2017-2030)
• 26.6. Market Volume, by Fuel Type (2017-2030)
• 26.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 27. South Africa Market

• 27.1. Overview
• 27.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 27.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 27.4. Market Volume, by Vehicle Type (2017-2030)
• 27.5. Market Revenue, by Vehicle Type (2017-2030)
• 27.6. Market Volume, by Fuel Type (2017-2030)
• 27.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 28. U.A.E. Market

• 28.1. Overview
• 28.2. Market Volume, by Vehicle Autonomy (2017-2030)
• 28.3. Market Revenue, by Vehicle Autonomy (2017-2030)
• 28.4. Market Volume, by Vehicle Type (2017-2030)
• 28.5. Market Revenue, by Vehicle Type (2017-2030)
• 28.6. Market Volume, by Fuel Type (2017-2030)
• 28.7. Market Revenue, by Fuel Type (2017-2030)

Chapter 29. Competitive Landscape

• 29.1. List of Market Players and their Offerings
• 29.2. Competitive Benchmarking of Key Players
• 29.3. Product Benchmarking of Key Players
• 29.4. Recent Strategic Developments

Chapter 30. Company Profiles

• 30.1. Waymo LLC
  • 30.1.1. Business overview
  • 30.1.2. Product and service offerings
  • 30.1.3. Key financial summary
• 30.2. Ford Motor Co.
  • 30.2.1. Business overview
  • 30.2.2. Product and service offerings
  • 30.2.3. Key financial summary
• 30.3. General Motor Co.
  • 30.3.1. Business overview
  • 30.3.2. Product and service offerings
  • 30.3.3. Key financial summary
• 30.4. Fiat Chrysler Automobiles N.V.
  • 30.4.1. Business overview
  • 30.4.2. Product and service offerings
  • 30.4.3. Key financial summary
• 30.5. Toyota Motor Corp.
  • 30.5.1. Business overview
  • 30.5.2. Product and service offerings
  • 30.5.3. Key financial summary
• 30.6. Renault-Nissan-Mitsubishi Alliance
  • 30.6.1. Business overview
  • 30.6.2. Product and service offerings
  • 30.6.3. Key financial summary
• 30.7. TuSimple Holdings Inc.
  • 30.7.1. Business overview
  • 30.7.2. Product and service offerings
  • 30.7.3. Key financial summary
• 30.8. Embark Trucks Inc.
  • 30.8.1. Business overview
  • 30.8.2. Product and service offerings
  • 30.8.3. Key financial summary
• 30.9. Kodiak Robotics Inc.
  • 30.9.1. Business overview
  • 30.9.2. Product and service offerings
  • 30.9.3. Key financial summary
• 30.10. Kodiak Robotics Inc.
  • 30.10.1. Business overview
  • 30.10.2. Product and service offerings
  • 30.10.3. Key financial summary
• 30.11. Tesla Inc.
  • 30.11.1. Business overview
  • 30.11.2. Product and service offerings
  • 30.11.3. Key financial summary

Chapter 31. Appendix

• 31.1. Abbreviations
• 31.2. Sources and References
• 31.3. Related Reports