세계 로보택시 시장(제1판)

What are the latest developments on the robotaxi market? Berg Insight estimates that the number of robotaxis operating worldwide will grow at a CAGR of 64.4 percent from 6,500 at the end of 2025 to 1.53 million by 2036. The report explains all parts of the robotaxi value chain and covers 22 robotaxi technology and mobility platform providers. Get up to date with the latest information about robotaxi fleet operators, technology and platform providers as well as the involvement from the automotive OEMs.

Highlights from the report:

• Insights from numerous executive interviews with market leading companies.
• Comprehensive overview of the robotaxi value chain.
• In-depth analysis of market trends and key developments.
• Detailed profiles of 22 robotaxi technology and mobility platform providers.
• Market forecasts by region lasting until 2036.

Table of Contents

List of Figures

Executive Summary

1 Introduction to Robotaxis

• 1.1 Definitions and classifications
• 1.2 Overview of robotaxi services
  • 1.2.1 Brief history of the robotaxi industry
  • 1.2.2 Current robotaxi offerings
• 1.3 The regulatory environment
• 1.4 Robotaxi use cases and service models
  • 1.4.1 Robotaxi ridehailing services
  • 1.4.2 Public transport and municipal services
  • 1.4.3 Goods transportation services
  • 1.4.4 Civil defence services

2 The Robotaxi Technology Stack

• 2.1 Sense-Plan-Act process and AI-based approaches
• 2.2 Sensors
  • 2.2.1 Cameras
  • 2.2.2 Radar
  • 2.2.3 LiDAR
  • 2.2.4 Ultrasonic sensors
  • 2.2.5 Inertial navigation system
• 2.3 Compute platforms
  • 2.3.1 Compute elements
  • 2.3.2 Integration and deployment of compute elements
• 2.4 The automated driving software stack
  • 2.4.1 Perception layer
  • 2.4.2 Sensor fusion layer
  • 2.4.3 Localisation and mapping layer
  • 2.4.4 Motion planning layer
  • 2.4.5 Control layer
• 2.5 Vehicle execution and passenger interface systems
  • 2.5.1 Vehicle control and actuator integration
  • 2.5.2 Backup systems and minimal-risk manoeuvres
  • 2.5.3 Passenger, cabin and external communication systems
• 2.6 Connectivity and offboard enablement
  • 2.6.1 Telematics and OTA updates
  • 2.6.2 Location tracking and fleet monitoring
  • 2.6.3 Maps and geofencing
  • 2.6.4 Remote assistance and teleoperation

3 Company Profiles and Strategies

• 3.1 Robotaxi technology providers
  • 3.1.1 Avride
  • 3.1.2 Baidu (Apollo)
  • 3.1.3 May Mobility
  • 3.1.4 Mobileye
  • 3.1.5 Momenta
  • 3.1.6 Motional
  • 3.1.7 Pony.ai
  • 3.1.8 Tesla
  • 3.1.9 Waymo
  • 3.1.10 Wayve
  • 3.1.11 WeRide
  • 3.1.12 Zoox
  • 3.1.13 Additional robotaxi technology providers
• 3.2 Mobility platform providers
  • 3.2.1 Amap
  • 3.2.2 Bolt
  • 3.2.3 CaoCao Mobility
  • 3.2.4 DiDi
  • 3.2.5 GO
  • 3.2.6 Grab
  • 3.2.7 Kakao Mobility
  • 3.2.8 Lyft
  • 3.2.9 T3 Mobility
  • 3.2.10 Uber

4 Market Forecasts and Trends

• 4.1 Robotaxi deployment and service revenue forecasts
  • 4.1.1 Robotaxi deployment forecast by region
  • 4.1.2 Robotaxi service revenue forecast by region
• 4.2 Value chain analysis
  • 4.2.1 Automotive OEMs
  • 4.2.2 Autonomous driving and enabling technology providers
  • 4.2.3 Robotaxi technology providers
  • 4.2.4 Mobility and demand aggregation platforms
  • 4.2.5 Robotaxi fleet operators and owners
• 4.3 Market trends
  • 4.3.1 Automotive OEMs take more selective roles in robotaxi services
  • 4.3.2 End-to-end AI improves the geographic scalability of autonomous driving
  • 4.3.3 Privately owned autonomous vehicles to be used in robotaxi services
  • 4.3.4 AV providers to launch robotaxi services without mobility platform partners
  • 4.3.5 Improved unit economics will be required for large-scale fleet deployment
  • 4.3.6 Driverless services will continue to depend on human operational support
  • 4.3.7 Geographical scalability will determine the pace of the robotaxi fleet rollout
  • 4.3.8 Consumer acceptance will have an impact on robotaxi adoption
• 4.4 Mergers and acquisitions

List of Acronyms and Abbreviations