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市场调查报告书
商品编码
1818016
2032 年自动驾驶卡车市场预测:按卡车类型、自动化程度、零件、推进系统、应用、最终用户和地区进行的全球分析Automated Truck Market Forecasts to 2032 - Global Analysis By Truck Type (Light-duty Trucks, Medium-duty Trucks and Heavy-duty Trucks), Level of Automation, Component, Propulsion, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球自动驾驶卡车市场预计在 2025 年达到 444 亿美元,到 2032 年将达到 1,019 亿美元,预测期内的复合年增长率为 12.60%。
自动驾驶卡车,也称为无人驾驶卡车,是一种技术先进的商用车辆,几乎无需人工干预即可运行。这些卡车结合使用感测器、摄影机、雷达、光达、人工智慧和 GPS 系统来感知周围环境、导航道路、侦测障碍物并做出驾驶决策。自动驾驶卡车旨在提高安全性、减少人为错误、提高燃油效率并优化物流运作。自动驾驶卡车可以采用从辅助驾驶到完全自动驾驶等不同级别的自动化运行,从而彻底改变货运和物流行业的未来。
卡车司机严重短缺,人事费用上升
自动驾驶系统正被用来处理远距或重复路线,从而减少对人力的依赖。人工智慧优化正在提高配送速度和燃油效率。电子商务的成长推动了对可扩展交通基础设施的需求。对自动驾驶车队的投资有助于缓解劳动力波动。这些趋势正在提升货运自动化的策略价值。
监管碎片化和不确定性
不同的安全通讯协定、测试程序和责任框架阻碍了跨境可扩展性。监管的不确定性减缓了原始设备製造商的投资和试点扩展。许多市场的公共道路通行和保险覆盖问题仍未解决。中小企业在复杂的核准流程中面临障碍。这些问题阻碍了技术的采用和生态系统的发展。
提高营运效率并降低成本
预测性维护和即时监控可提高运作和资产绩效。与数位平台整合可简化路线规划和调度。自主系统可最大限度地减少人为错误并提高安全性。车队营运商可实现更好的成本控制和交付可靠性。这些优势正在推动货运密集型产业的采用。
劳动力流动与劳工抵抗
对技能重复和经济影响的担忧正在影响监管决策。公众情绪正在左右试行核准和部署策略。缺乏结构化的技能再培训计画使相关人员的参与变得复杂。企业必须在技术创新与社会责任之间取得平衡。这些动态带来了声誉和政策风险。
新冠疫情对自动驾驶卡车市场产生了多重影响。供应链中断和生产停顿最初导致生产放缓,部署延迟。然而,这场危机凸显了非接触式高效率物流的重要性,加速了人们对自动化的兴趣。劳动力短缺和不断增长的电商需求,鑑于自动驾驶卡车的弹性和安全性,刺激了其应用。儘管存在不确定性,但对研究和先导计画的投资仍在增加。整体而言,疫情既是短期的抑制因素,也是长期的成长催化剂。
重型卡车市场预计将成为预测期内最大的市场
重型卡车细分市场预计将在预测期内占据最大市场份额,这得益于其适合远距货运的自动驾驶。其高负载容量和高速公路适应性使其成为自动化的理想选择。与ADAS和远端资讯处理的整合正在提升安全性和效能。电气化和模组化设计正在支援平台创新。监管部门对货运效率的支持正在推动投资。由于其规模和基础设施的整合,预计该细分市场将保持其优势。
预计物流和货运部门在预测期内将实现最高的复合年增长率。
受可扩展高效配送系统需求的推动,物流和货运领域预计将在预测期内实现最高成长率。自动驾驶卡车正在简化供应链,减少最后一哩路的延误。仓库自动化和与数位平台的整合正在提高吞吐量。电子商务的成长和都市区的扩张正在推动其应用。战略合作伙伴关係正在加速跨网路部署。随着自动化成为货运运输不可或缺的一部分,这一领域必将快速成长。
在预测期内,由于先进驾驶辅助系统 (ADAS) 的普及以及为支援自动驾驶而持续进行的基础设施升级,北美预计将占据最大的市场份额。领先的公司正专注于整合光达、雷达和人工智慧倡议等技术,以提高安全性和效率。强有力的政府法规和减少碳排放的措施正在推动车队现代化。物流和电子商务行业正在推动对自动化中型和重型卡车的需求。科技公司与传统卡车製造商之间的伙伴关係正在加速技术创新,先导计画和实际部署正逐渐获得运输业者的认可。
预计亚太地区将在预测期内见证最高的复合年增长率,因为快速的工业化和不断增长的货运量是自动驾驶卡车市场的主要成长要素。各国正大力投资智慧高速公路和自动驾驶友善基础设施,以适应下一代交通解决方案。该市场的特点是国内外参与者的混合,专注于适用于不同地形和交通条件的经济高效的自动化技术。政府政策正在推动数位物流和自动化,以提高供应链效率。都市化的加速、电子商务的成长以及物流的现代化正在推动自动驾驶卡车的早期应用。合资企业和试点计画正在积极塑造全部区域的市场动态。
According to Stratistics MRC, the Global Automated Truck Market is accounted for $44.4 billion in 2025 and is expected to reach $101.9 billion by 2032 growing at a CAGR of 12.60% during the forecast period. An automated truck, also known as a self-driving or autonomous truck, is a commercial vehicle equipped with advanced technologies that allow it to operate with little or no human intervention. These trucks use a combination of sensors, cameras, radar, LiDAR, artificial intelligence, and GPS systems to perceive their environment, navigate roads, detect obstacles, and make driving decisions. Automated trucks are designed to improve safety, reduce human error, enhance fuel efficiency, and optimize logistics operations. They can operate in different levels of automation, from driver-assist features to fully autonomous driving, revolutionizing freight transportation and the future of the logistics industry.
Severe truck driver shortages & rising labor costs
Autonomous systems are being deployed to handle long-haul and repetitive routes, reducing dependency on human labor. AI-driven optimization is improving delivery speed and fuel efficiency. E-commerce growth is amplifying demand for scalable transport infrastructure. Investments in autonomous fleets are helping mitigate labor volatility. These trends are reinforcing the strategic value of automation in freight operations.
Regulatory fragmentation & uncertainty
Differences in safety protocols, testing procedures, and liability frameworks hinder cross-border scalability. Regulatory ambiguity slows OEM investment and pilot expansion. Public road access and insurance coverage remain unresolved in many markets. Smaller firms face barriers in navigating complex approval processes. These issues are delaying widespread adoption and ecosystem development.
Enhanced operational efficiency & cost savings
Predictive maintenance and real-time monitoring are improving uptime and asset performance. Integration with digital platforms is streamlining routing and dispatch. Autonomous systems are minimizing human error and improving safety outcomes. Fleet operators are achieving better cost control and delivery reliability. These advantages are driving adoption across freight-intensive industries.
Workforce displacement & labor resistance
Concerns over skill redundancy and economic impact are influencing regulatory decisions. Public sentiment is shaping pilot approvals and deployment strategies. Absence of structured retraining programs is complicating stakeholder engagement. Companies are under pressure to balance innovation with social responsibility. These dynamics are introducing reputational and policy risks.
The Covid-19 pandemic had a mixed impact on the automated truck market. Supply chain disruptions and manufacturing halts initially slowed production and delayed deployments. However, the crisis highlighted the importance of contactless and efficient logistics, accelerating interest in automation. Labor shortages and rising demand for e-commerce fueled adoption, as automated trucks offered resilience and safety. Investments in research and pilot projects grew despite uncertainties. Overall, the pandemic acted as both a short-term restraint and a long-term growth catalyst.
The heavy-duty trucks segment is expected to be the largest during the forecast period
The heavy-duty trucks segment is expected to account for the largest market share during the forecast period due to their suitability for autonomous long-distance freight. High payload capacity and highway compatibility make them ideal for automation. Integration with ADAS and telematics is enhancing safety and performance. Electrification and modular design are supporting platform innovation. Regulatory support for freight efficiency is boosting investment. This segment will remain dominant due to scale and infrastructure alignment.
The logistics & freight transportation segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the logistics & freight transportation segment is predicted to witness the highest growth rate owing to demand for scalable and efficient delivery systems. Automated trucks are streamlining supply chains and reducing last-mile delays. Integration with warehouse automation and digital platforms is improving throughput. E-commerce growth and urban expansion are driving adoption. Strategic collaborations are accelerating deployment across networks. This segment is set for rapid growth as automation becomes integral to freight operations.
During the forecast period, the North America region is expected to hold the largest market share by the adoption of advanced driver assistance systems and ongoing infrastructure upgrades to support autonomous operations. Major players are focusing on technology integration, such as LiDAR, radar, and AI-powered navigation, to enhance safety and efficiency. Strong government regulations and initiatives for reducing carbon emissions are encouraging fleet modernization. The logistics and e-commerce sectors are fuelling demand for automated medium- and heavy-duty trucks. Partnerships between tech companies and traditional truck manufacturers are accelerating innovation, while pilot projects and real-world deployments are gradually increasing acceptance among transport operators.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR due to rapid industrialization and expanding freight volumes are key growth factors for the automated truck market. Countries are investing heavily in smart highways and autonomous-friendly infrastructure to accommodate next-generation transportation solutions. The market is characterized by a mix of local and international players focusing on cost-effective automation technologies suitable for diverse terrains and traffic conditions. Government policies are promoting digital logistics and automation to improve supply chain efficiency. Rising urbanization, e-commerce growth, and logistics modernization are encouraging early adoption of automated trucks. Collaborative ventures and pilot programs are actively shaping market dynamics across the region.
Key players in the market
Some of the key players in Automated Truck Market include Daimler Truck AG, Volvo Group, PACCAR Inc., Tesla Inc., Aurora Innovation Inc., TuSimple Holdings Inc., Embark Trucks Inc., Kodiak Robotics Inc., PlusAI Inc., Einride AB, Waymo LLC, Hyundai Motor Company, Navistar International Corporation, Scania AB and MAN Truck & Bus SE.
In July 2025, Daimler Truck North America expanded its partnership with Aeva to scale production of 4D LiDAR sensors for autonomous Freightliner Cascadia trucks. The collaboration enables deployment of up to 200,000 units annually, supporting SAE Level 4 automation with high-resolution velocity and range detection.
In February 2025, Volvo Autonomous Solutions and Waabi announced plans to launch commercial pilots of the Volvo VNL Autonomous in Texas. The truck integrates Waabi's AV2.0 system and will be factory-built with embedded autonomy hardware, targeting full driverless deployment
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.