![]() |
市场调查报告书
商品编码
1876761
2032年自动驾驶计程车市场预测:按组件、服务类型、车辆类型、推进方式、应用和区域分類的全球分析Robo-Taxi Market Forecasts to 2032 - Global Analysis By Component (Hardware, and Software), Service Type (Ride-Hailing, and Car Rental/Sharing), Vehicle Type, Propulsion, Application, and By Geography |
||||||
根据 Stratistics MRC 的一项研究,预计到 2025 年,全球无人驾驶计程车市场价值将达到 33 亿美元,到 2032 年将达到 1,653 亿美元。
预计在预测期内,自动驾驶计程车市场将以74.2%的复合年增长率成长。自动驾驶计程车市场是一种利用自动驾驶车辆在都市区提供随选出共乘服务的自动化交通方式。各公司正在开发汽车平臺和安全检验,以及感知、规划和车队协调软体。自动驾驶计程车有望降低营运成本、提高运转率并减少停车位需求,但仍面临监管、安全和社会接受度方面的障碍。扩充性依赖于强大的地图技术、边缘运算以及在混合交通环境下的效能。法规结构和与政府的合作将决定其早期商业部署和地理扩张。
对高效、经济、便利的城市交通解决方案的需求日益增长
市场的主要驱动因素是日益严重的都市区拥挤和传统交通途径的限制。消费者正在积极寻求可靠且经济实惠的出行方式,以取代私家车和传统计程车。无人驾驶计程车透过提供按需点对点交通服务,直接应对了这项挑战,显着降低了出行时间和成本。消费者对便利都市区交通日益增长的需求,正在催生对自动驾驶叫车服务的强劲且持续的需求,从而刺激该领域的进一步投资和成长,以满足这一明确的市场需求。
实施初期成本较高
最大的阻碍因素是开发和部署这项技术所需的巨额资金。安全可靠的自动驾驶汽车需要昂贵的传感器、强大的计算硬体以及多年的复杂软体工程。此外,建构营运基础设施和车队也构成巨大的财务障碍。这些高昂的初始成本构成了准入门槛,并可能减缓商业化进程,因为企业必须达到一定的规模才能开始获得巨额投资的回报。
拓展至共用旅游服务
将无人驾驶计程车融入更广泛的共用出行生态系统蕴藏着巨大的机会,例如将其与公共交通网络整合,并将其作为「最后一公里」/「首公里」出行解决方案。这将有助于市场拓展,超越传统的点对点出行模式。此外,车队营运商还可以利用自动驾驶平台,透过提供多元化服务(例如自动驾驶配送和物流)来创造新的高价值收入来源。这种策略性扩张将最大限度地提升每辆车的效用和盈利,并使其经营模式从纯粹的客运转型为多功能出行服务。
网路安全风险和资料隐私洩露
市场推广的最大威胁是恶意网路攻击的风险,这些攻击可能破坏车辆控制系统并造成安全隐患。此外,营运所需的持续资料收集也引发了严重的隐私担忧。重大的资料外洩或骇客攻击事件可能严重损害公共信任,引发监管机构的强烈反对,并阻碍整个产业的进步。因此,确保强大的网路安全和透明的资料处理通讯协定不仅是一项技术挑战,也是获得社会和监管机构认可的关键前提。
疫情初期扰乱了整个产业,导致车辆测试停滞,关键零件供应链放缓。然而,疫情也扮演了催化剂的作用,加速了人们对非接触式交通途径的需求。这场危机凸显了自动驾驶汽车在疫情期间维持出行便利的价值,并展现了其加速获得长期监管认可和提升消费者兴趣的潜力。因此,儘管研发进度暂时延缓,但无人驾驶计程车的核心价值提案得到了强化,人们更加关注其在后疫情时代的适应性和卫生优势。
预计在预测期内,汽车产业将占据最大的市场份额。
预计在预测期内,乘用车细分市场将占据最大的市场份额。这是因为四轮汽车是目前共享汽车和个人轿车的直接且合乎逻辑的继任者。它们的配置非常适合大多数都市区出行,通常可搭载一至四名乘客。此外,汽车製造商和科技公司的大规模研发工作也主要集中在乘用车上,乘用车有望成为首个也是最普遍的自动驾驶汽车类型,在全球各大城市实现商业化部署和规模化应用。
预计在预测期内,电动车(EV)细分市场将实现最高的复合年增长率。
在自动驾驶和电气化之间强大的协同效应的推动下,电动车 (EV) 细分市场预计将在预测期内实现最高成长率。电动动力传动系统每英里营运成本低,使其成为服务型经营模式盈利的关键驱动因素。此外,电动车简化的机械特性与自动驾驶系统的要求高度契合。监管机构大力推动零排放交通和企业永续性目标,促使大多数无人驾驶计程车业者策略性地转型为全电动式汽车,从而推动了该细分市场的快速扩张。
在整个预测期内,由于关键技术开发商的集中以及早期阶段的大规模投资,北美预计将保持最大的市场份额。亚利桑那州和加利福尼亚州等关键州的法规环境相对开放,允许进行广泛的实地测试和早期商业部署。此外,消费者对共乘出行的高度认知以及当地已有的共享出行文化,共同造就了一个易于接受的市场。技术领先优势、早期监管支援以及市场认可,使北美在全球拥有显着的先发优势。
预计亚太地区在预测期内将呈现最高的复合年增长率。这主要归因于该地区庞大的城市人口以及特大城市严重的交通拥堵问题。中国和日本等国政府正积极支持自动驾驶汽车的研发,将其视为未来出行的战略解决方案。此外,该地区拥有大量精通科技且渴望接受新型出行服务的民众,这为自动驾驶汽车的快速普及提供了沃土。正是这种由迫切的都市区需求、强有力的政府支持和消费者热情共同推动的强劲增长,使得亚太地区实现了爆炸式增长。
According to Stratistics MRC, the Global Robo-Taxi Market is accounted for $3.3 billion in 2025 and is expected to reach $165.3 billion by 2032, growing at a CAGR of 74.2% during the forecast period. The robo-taxi market involves autonomous, on-demand mobility services using driverless vehicles to provide urban ridesharing. Companies develop perception, planning, and fleet orchestration software alongside vehicle platforms and safety validation. Robo-taxis promise lower operating costs, higher utilization, and reduced parking needs, but face regulatory, safety, and public-acceptance hurdles. Scalability depends on robust mapping, edge compute, and mixed-traffic performance. Regulatory frameworks and city partnerships will determine early commercial rollouts and geographic expansion.
Growing demand for efficient, affordable, and convenient urban mobility solutions
The primary market driver stems from increasing urban congestion and the limitations of traditional transport. Consumers are actively seeking alternatives that are more reliable and cost-effective than private car ownership or conventional taxis. Robot taxis directly address the problem by offering on-demand, point-to-point mobility, which can significantly reduce travel time and expense. This increasing interest from consumers in easy urban transportation is driving a strong and ongoing demand for self-driving ride-hailing services, leading to more investment and growth in this area to satisfy this clear market need.
High initial costs for research, development, and deployment
The most significant restraint is the immense capital required to develop and deploy this technology. Creating a safe and reliable autonomous vehicle involves expensive sensors, powerful computing hardware, and years of complex software engineering. Furthermore, building the operational infrastructure and fleet represents a substantial financial hurdle. These high upfront costs act as a major barrier to entry and can slow the pace of widespread commercialization, as companies must achieve significant scale to begin realizing a return on their monumental investments.
Expansion into shared mobility services
A major opportunity lies in integrating robo-taxis into broader shared mobility ecosystems, such as combining them with public transit networks for first-and-last-mile solutions. This expands the addressable market beyond direct point-to-point trips. Furthermore, fleet operators can leverage these autonomous platforms for diverse services like autonomous delivery or logistics, creating new, high-value revenue streams. This strategic expansion allows companies to maximize the utility and profitability of each vehicle, transforming the business model from pure passenger transit to a multi-service mobility utility.
Cybersecurity risks and data privacy breaches
A paramount threat to market adoption is the risk of malicious cyberattacks that could compromise vehicle control systems, leading to safety hazards. Additionally, the constant data collection required for operation raises severe privacy concerns. A single significant breach or hacking incident could severely damage public trust and trigger stringent regulatory backlash, potentially stalling the entire industry's progress. Ensuring robust cybersecurity and transparent data handling protocols is therefore not just technical but a critical prerequisite for achieving social and regulatory acceptance.
The pandemic initially disrupted the industry, halting vehicle testing and creating supply chain bottlenecks for critical components. However, it also acted as a catalyst by amplifying the desire for contactless transportation solutions. The crisis underscored the value of driverless vehicles in maintaining mobility during health crises, potentially accelerating long-term regulatory acceptance and consumer interest. Consequently, while development timelines were temporarily delayed, the fundamental value proposition of robo-taxis was strengthened, refocusing the narrative on their resilience and hygiene benefits in a post-pandemic world.
The cars segment is expected to be the largest during the forecast period
The cars segment is expected to account for the largest market share during the forecast period, as these four-wheeled vehicles are the direct and logical successors to today's ride-hailing cars and personal sedans. Their form factor is perfectly suited for the majority of urban trips, typically carrying one to four passengers. Moreover, the extensive research and development by automakers and tech companies has been overwhelmingly focused on passenger cars, ensuring they will be the first and most prevalent type of autonomous vehicle to achieve commercial deployment and scale in cities worldwide.
The electric vehicle (EV) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the electric vehicle (EV) segment is predicted to witness the highest growth rate, driven by a powerful synergy between autonomy and electrification. Electric powertrains offer lower operational costs per mile, a critical factor for profitability in a service-based model. Additionally, the simplified mechanical nature of EVs aligns well with the requirements of autonomous driving systems. With strong regulatory pushes for zero-emission transport and corporate sustainability goals, most robo-taxi operators are strategically committing to all-electric fleets, fueling this segment's rapid expansion.
During the forecast period, the North America region is expected to hold the largest market share, due to the concentration of leading technology developers and substantial early-stage investment. The regulatory environment in key states like Arizona and California has been relatively progressive, allowing for extensive real-world testing and early commercial deployments. Furthermore, high consumer awareness and a strong existing culture of ride-hailing adoption create a receptive market. This combination of technological leadership, supportive initial regulations, and market readiness provides North America with a significant first-mover advantage in the global landscape.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by its massive urban populations and severe congestion challenges in megacities. Governments in countries like China and Japan are actively supporting autonomous vehicle development as a strategic solution for future mobility. Moreover, the presence of a tech-savvy population that readily adopts new mobility services provides fertile ground for rapid uptake. This potent mix of acute urban needs, strong governmental backing, and consumer willingness positions Asia Pacific for explosive growth.
Key players in the market
Some of the key players in Robo-Taxi Market include Waymo LLC, Cruise LLC, Zoox, Inc., Motional, Inc., Pony.ai Inc., AutoX Technology Co., Ltd., Baidu, Inc., DiDi Chuxing Technology Co., WeRide Inc., Tesla, Inc., Mobileye N.V., Aurora Innovation, Inc., Yandex N.V., NVIDIA Corporation, Aptiv PLC, and Hyundai Motor Company.
In September 2025, Waymo will launch fully autonomous ride-hailing in London starting 2026, in partnership with Moove for fleet operations, collaborating actively with UK authorities.
In September 2025, Zoox brings its dedicated Robo-Taxi service to San Francisco, joining its operations in Las Vegas; rides are bookable via the Zoox app.
In November 2023, Hyundai Motor Company (via its joint venture with Motional) announced that the IONIQ 5 robotaxi will be manufactured at its Innovation Center Singapore and deployed as part of Motional's commercial U.S. services.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.