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市场调查报告书
商品编码
1836361
2032年机器人计程车市场预测:按组件、车辆类型、自主性等级、经营模式、服务模式、推进类型、应用和地区进行的全球分析Robotaxi Market Forecasts to 2032 - Global Analysis By Component, Vehicle Type, Autonomy Level, Business Model, Service Model, Propulsion Type, Application and By Geography |
根据 Stratistics MRC 的数据,全球自动驾驶计程车市场预计在 2025 年达到 97.7 亿美元,到 2032 年将达到 5,710.4 亿美元,预测期内的复合年增长率为 78.8%。
机器人计程车,也称为自动驾驶计程车,是一种无人驾驶车辆,可在城市中提供便利的按需交通服务。机器人计程车配备人工智慧、光达、雷达和先进感测器,旨在提高道路安全性,最大限度地减少拥堵,并降低与传统计程车相比的营运成本。作为一种永续的替代方案,机器人计程车透过节能係统和减少排放气体来支援更清洁的城市交通。科技公司和汽车製造商正在主要智慧城市扩大先导计画,以适应不断变化的法规。随着城市密度的增加、消费者对经济实惠的叫车服务的偏好以及自动驾驶技术的突破,机器人计程车有望改变出行生态系统,并为城市交通建立一个未来高效的模式。
根据美国汽车协会 (AAA) 的数据,到 2023 年,美国拥有一辆汽车的平均年成本将超过 12,000 美元。自动驾驶计程车提供了一种经济高效的替代方案,特别是对于不经常开车的城市居民而言。
都市化和交通拥挤加剧
城市扩张和日益严重的交通拥堵是推动自动驾驶计程车市场成长的主要因素。随着城市人口的成长,城市正面临道路拥挤和停车位短缺的困境。自动驾驶计程车作为一种可行的替代方案,可以减少对私家车的依赖,并提供共用服务,从而缓解交通拥堵。其先进的路线规划和车队管理系统可改善交通流量,缩短行程时间。许多政府正在推行永续的城市交通战略,进一步支持自动驾驶计程车的部署。随着城市密度预计将不断增加,人们对经济高效的交通途径的需求日益增长,以缓解交通拥堵,这为自动驾驶计程车在城市通勤中发挥核心作用创造了巨大的机会。
开发和营运成本高
由于开发和营运自动驾驶汽车的成本高昂,自动驾驶计程车市场面临巨大挑战。建构自动驾驶系统需要投资人工智慧、光达和高精度感测器等先进工具,所有这些都会增加生产和部署成本。此外,持续进行的大量测试、监管核准和系统升级也推高了营运成本。由于进入市场需要大量的初始资本,车队供应商难以盈利。虽然技术进步和规模经济可能会在未来降低成本,但目前的高成本仍然是一个重大障碍,阻碍了自动驾驶计程车服务的大规模商业化。
共用和按需出行的需求不断增长
共用和按需出行需求的激增为自动驾驶计程车市场创造了巨大的机会。高昂的拥有成本、有限的停车位和严重的交通拥堵,促使城市居民选择付费叫车服务。自动驾驶计程车透过数位平台运营,为私家车提供了一种经济实惠且便捷的交通途径,让用户无需承担拥有车辆的负担即可享受可靠的通勤。融入出行即服务生态系统后,自动驾驶计程车变得触手可及且极具吸引力,尤其对习惯于基于应用程式服务的年轻消费者而言。随着都市化的加快,城市正在转向共用交通方式,以减少拥塞和排放气体。这一趋势预计将加速自动驾驶计程车的普及,使其成为未来出行解决方案的核心组成部分。
公众抵制和信任问题
消费者的抵制和缺乏信任仍然是阻碍机器人计程车市场发展的障碍。许多人对无人驾驶技术持怀疑态度,担心媒体频繁通报的潜在故障和事故。大众对自动驾驶系统的认知和理解有限,进一步加剧了人们的犹豫。接受程度也因文化和世代因素而异,导致地区间采用率有差异。为了赢得信任,公司必须强调安全性,进行透明的试点测试,并提供可靠的证据。如果大众信任度无法提升,机器人计程车的广泛普及将举步维艰,从而减缓市场扩张,并给寻求扩张的公司带来挑战。
新冠疫情对自动驾驶计程车市场产生了显着影响,它再形成了城市出行行为,并优先考虑非接触式交通途径。为了降低感染风险,人们纷纷避免乘坐拥挤的公共交通,对驾驶人和按需出行车辆的需求随之增加,这使得自动驾驶计程车成为更安全的通勤选择。同时,疫情也导致自动驾驶汽车的生产、车队部署和测试延迟,并引发封锁和供应链中断,暂时阻碍了市场扩张。儘管有短期挑战,但新冠疫情凸显了自动驾驶、卫生且可靠的出行解决方案的价值。这段时间凸显了这些解决方案在后疫情时代城市环境中满足不断变化的安全和效率要求的潜力,最终增强了自动驾驶计程车的普及性。
预计预测期内 LiDAR 市场规模最大
预计在预测期内,雷射雷达 (LiDAR) 领域将占据最大的市场份额,因为它在自动驾驶汽车导航和环境感知方面发挥着至关重要的作用。透过发射雷射光束并分析其反射,LiDAR 可以产生详细的3D地图,并在各种条件下准确识别障碍物、行人和周围车辆。这种精确度对于确保无人驾驶计程车营运的安全性和可靠性至关重要,这使得 LiDAR 成为製造商和车队管理者的首选技术。人工智慧演算法、感测器融合以及与其他自动驾驶系统的兼容性增强了情境察觉和决策能力。因此,LiDAR 仍然是自动驾驶计程车的主要感测解决方案,在感知技术市场中占据了相当大的份额。
预计电池电动车 (BEV) 领域将在预测期内实现最高复合年增长率
纯电动车 (BEV) 细分市场预计将在预测期内实现最高成长率,这得益于其环保、低维护和燃油成本以及与自动驾驶系统的无缝整合。 BEV 对于注重永续性和排放的都市区尤其有利。先进的电池技术、高效的充电基础设施以及与人工智慧驱动系统的兼容性使其成为自动驾驶计程车的理想选择。政府的支持性政策、补贴以及消费者对绿色交通日益增长的需求,进一步推动了自动驾驶计程车的普及。随着城市优先考虑清洁且经济高效的城市出行,BEV 预计将引领自动驾驶计程车服务的演变,推动电动自动驾驶交通的市场扩张和创新。
在预测期内,北美预计将占据最大的市场份额,这得益于其完善的技术生态系统、对自动驾驶汽车开发的大量投资以及大型汽车和科技公司的布局。优惠的政府法规、广泛的测试设施以及消费者对创新交通解决方案的开放态度,进一步巩固了该地区的领先地位。对人工智慧系统、感测器技术和电动汽车的投资将增强自动驾驶计程车的性能,并支援市场扩张。此外,高城市密度、强劲的购买力以及对高效、安全和永续交通途径日益增长的需求,正在推动其普及率的提高。
预计亚太地区在预测期内将呈现最高的复合年增长率,这得益于快速的城市扩张、收入成长以及政府对自动驾驶旅行和智慧城市计画的大力支持。中国、日本和韩国等主要市场正在大力投资人工智慧、自动驾驶汽车研究和电动车,为自动驾驶计程车的普及创造了有利环境。消费者对经济实惠、高效环保的交通方式日益增长的偏好,加上支持性法规和对新型出行解决方案的接受度,将继续推动市场成长。综合来看,这些动态使亚太地区成为自动驾驶计程车成长最快的市场,为技术提供商和车队营运商在全部区域建立和扩展自动驾驶计程车服务提供了重要机会。
According to Stratistics MRC, the Global Robotaxi Market is accounted for $9.77 billion in 2025 and is expected to reach $571.04 billion by 2032 growing at a CAGR of 78.8% during the forecast period. Robotaxis, also known as autonomous taxis, are driverless vehicles providing convenient, on-demand transport in cities. Powered by artificial intelligence, LiDAR, radar, and advanced sensors, they are engineered to improve road safety, minimize congestion, and cut operating costs compared to conventional taxis. As sustainable alternatives, robotaxis support cleaner urban transport through energy-efficient systems and reduced emissions. Technology firms and automakers are expanding pilot projects across major smart cities, aligning with evolving regulations. With increasing urban density, consumer preference for affordable ride-hailing, and breakthroughs in self-driving technologies, robotaxis are set to transform mobility ecosystems and establish a futuristic, more efficient model of urban transportation.
According to AAA (American Automobile Association), the average annual cost of car ownership in the U.S. exceeded $12,000 in 2023. Robotaxis offer a cost-efficient alternative, especially for urban dwellers that drive infrequently.
Rising urbanization and congestion
Urban expansion and increasing congestion are major catalysts for the Robotaxi Market's growth. As urban populations swell, cities struggle with overcrowded roads and scarce parking availability. Robotaxis serve as a practical alternative by providing shared rides that reduce the reliance on private cars, thereby lowering traffic volumes. Their advanced route planning and fleet management systems improve flow and reduce travel time. Many governments are promoting sustainable urban mobility strategies, further supporting robotaxi deployment. With urban density expected to intensify, demand for affordable and efficient transportation that eases congestion is rising, creating substantial opportunities for robotaxis to play a central role in city commuting.
High development and operational costs
The Robotaxi Market faces significant hurdles from the high financial costs of developing and operating autonomous vehicles. Building self-driving systems demands investment in advanced tools like artificial intelligence, LiDAR, and precision sensors, all of which raise production and deployment expenses. Furthermore, ongoing requirements such as large-scale testing, regulatory approvals, and system upgrades add to operational costs. Fleet providers struggle to achieve profitability given the large initial capital needed for market entry. While technological progress and economies of scale may reduce expenses in the future, the current cost intensity continues to act as a major restraint, slowing the large-scale commercialization of robotaxi services.
Growing demand for shared and on-demand mobility
The surge in demand for shared and on-demand transport is opening major opportunities in the Robotaxi Market. High costs of ownership, limited parking, and heavy congestion are prompting city dwellers to prefer pay-per-ride solutions. Robotaxis, operating through digital platforms, provide affordable and convenient alternatives to private cars, offering reliable commuting without ownership burdens. Their integration into mobility-as-a-service ecosystems makes them highly accessible and appealing, particularly to younger consumers accustomed to app-based services. As urbanization intensifies, cities are turning to shared transport options to reduce congestion and emissions. This trend is expected to accelerate robotaxi adoption, positioning them as central to future mobility solutions.
Public resistance and trust issues
Consumer resistance and lack of trust continue to be barriers to the growth of the Robotaxi Market. Many people remain doubtful of driverless technology, fearing potential malfunctions or accidents, which are often highlighted in the media. Limited public awareness and understanding of autonomous systems further reinforce hesitation. Acceptance levels also vary based on cultural and generational factors, creating regional disparities in adoption. To gain trust, companies must emphasize safety, conduct transparent demonstrations, and provide strong evidence of reliability. Unless public confidence improves, widespread deployment of robotaxis will be difficult, delaying market expansion and creating challenges for companies aiming to scale operations.
The COVID-19 outbreak had a notable impact on the Robotaxi Market by reshaping urban travel behavior and emphasizing contactless transportation. As people avoided crowded public transport to reduce infection risks, demand for driverless, on-demand vehicles increased, positioning robotaxis as a safer commuting option. At the same time, the pandemic caused delays in production, fleet deployment, and autonomous vehicle testing due to lockdowns and disrupted supply chains, temporarily hindering market expansion. Despite short-term challenges, COVID-19 underscored the value of autonomous, hygienic, and reliable mobility solutions. This period ultimately strengthened the case for robotaxi adoption, highlighting their potential to meet evolving safety and efficiency requirements in post-pandemic urban environments.
The LiDAR segment is expected to be the largest during the forecast period
The LiDAR segment is expected to account for the largest market share during the forecast period due to its indispensable role in autonomous vehicle navigation and environment perception. By sending out laser beams and analyzing their reflections, LiDAR generates detailed three-dimensional maps, accurately identifying obstacles, pedestrians, and surrounding vehicles under various conditions. This precision is crucial for ensuring the safety and reliability of driverless taxi operations, positioning LiDAR as a favored technology for manufacturers and fleet managers. Its compatibility with AI algorithms, sensor fusion, and other autonomous systems enhances situational awareness and decision-making. Consequently, LiDAR remains the leading sensing solution in robotaxis, commanding a prominent share of the perception technology market.
The battery electric vehicles (BEV) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the battery electric vehicles (BEV) segment is predicted to witness the highest growth rate, driven by their environmentally friendly nature, lower maintenance and fuel costs, and seamless integration with autonomous systems. BEVs are especially advantageous for urban areas focusing on sustainability and emission reduction. Advanced battery technologies, efficient charging infrastructure, and compatibility with AI-driven driving systems enhance their suitability for robotaxi fleets. Supportive government policies, subsidies, and growing consumer demand for green transportation further fuel their adoption. As cities prioritize clean, cost-efficient urban mobility, BEVs are expected to lead the evolution of robotaxi services, fostering both market expansion and innovation in electric autonomous transportation.
During the forecast period, the North America region is expected to hold the largest market share, owing to its well-established technological ecosystem, substantial investments in autonomous vehicle development, and the presence of major automotive and tech corporations. Favorable government regulations, extensive testing facilities, and consumer openness to innovative transport solutions further reinforce the region's leadership. Investments in AI systems, sensor technologies, and electric mobility enhance the capabilities of robotaxi fleets, supporting market expansion. Moreover, high urban density, strong purchasing power, and growing demand for efficient, safe, and sustainable transportation options have propelled adoption rates.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, driven by rapid urban expansion, rising incomes, and strong governmental backing for autonomous mobility and smart city programs. Key markets like China, Japan, and South Korea are heavily investing in AI, autonomous vehicle research, and electric mobility, creating an enabling environment for robotaxi adoption. Rising consumer preference for affordable, efficient, and eco-friendly transportation, combined with supportive regulations and receptiveness to new mobility solutions, continues to drive market growth. Collectively, these dynamics make Asia-Pacific the fastest-growing market for robotaxis, with significant opportunities for technology providers and fleet operators to establish and scale autonomous taxi services across the region.
Key players in the market
Some of the key players in Robotaxi Market include Waymo LLC, Baidu Apollo, AutoX Inc., Pony.ai, Zoox Inc. (Amazon-owned), Tesla Inc., DiDi Autonomous Driving, Aptiv, Navya SA, Yandex Self-Driving Group, Uber Technologies Inc., Daimler AG, AutoMobilie.AI, Aurora Innovation and Cruise Inc.
In July 2025, Baidu and global taxi-hailing firm Uber Technologies have agreed to work together to deploy thousands of Baidu Apollo Go robotaxis in markets outside the US and mainland China, a move that comes as Tesla seeks to expand its robotaxis in the US. The multi-year deal will see robotaxis deployed in Asia and the Middle East later this year.
In July 2025, Pony AI Inc. and Dubai's Roads and Transport Authority (RTA) recently held a robotaxi unveiling ceremony in Dubai, formalizing their partnership to advance L4 autonomous mobility solutions. Through this strategic collaboration, both sides have reaffirmed their commitment to integrating cutting-edge self-driving technology into Dubai's extensive transportation network.
In April 2025, Waymo and Toyota Motor Corporation ("Toyota") reached a preliminary agreement to explore a collaboration focused on accelerating the development and deployment of autonomous driving technologies. Woven by Toyota will also join the potential collaboration as Toyota's strategic enabler, contributing its strengths in advanced software and mobility innovation.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.