로보택시 환경에서의 OEM 전략 및 파트너십

Expanding Role of OEMs in the Robotaxi Landscape

This study evaluates how global OEMs are repositioning themselves within the emerging robotaxi landscape by transitioning from traditional automakers into autonomy-enabled platform suppliers. It examines evolving OEM strategies, the rise of software-defined vehicle architectures, and the growing influence of AI and chip partners in shaping Level-4-ready platforms.

The report analyzes why OEMs are shifting toward building complete robotaxi-capable vehicles for operators such as Uber, exploring how new partnership models, in-house capability building, and original design manufacturer (ODM)-style manufacturing approaches are redefining competitive differentiation. It highlights the accelerating trend of OEMs supplying autonomy-ready platforms rather than running fleets, as well as the emergence of platform-as-a-service models.

The study includes detailed profiles of leading OEMs, mapping their autonomy roadmaps, technology alliances, platform strategies, and robotaxi readiness.

It explains how robotaxis are reshaping the OEM role in autonomous mobility, identifying the paths and the partnerships that OEMs are choosing.

Table of Contents

Strategic Imperatives

• Scope of Analysis
• Segmentation
• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™

Growth Opportunity Analysis

• Competitive Environment
• Growth Drivers
• Growth Restraints

OEM Autonomous Strategy: Overview

• OEM Autonomous Strategy-Constraints
• OEM Autonomous Strategy Evolution
• OEM Restructuring Strategy
• OEM Strategy in the Robotaxi Revolution
• OEM Strategy: Chips and Hardware
• OEM Strategy: Vehicle OS
• OEM Strategy: Driverless Logic
• OEM Strategy: Data Collection/AI
• OEM Strategy: Data Storage and Management
• Robotaxi Playbook-Market Update

OEM Autonomous Strategy: Company Profiles

• Toyota-Overview
• Toyota-Ecosystem
• Toyota-Implementation Timeline
• Volkswagen-Overview and Ecosystem
• Volkswagen-Implementation Timeline
• Hyundai-Overview
• Hyundai-Ecosystem
• Hyundai-Implementation Timeline
• XPeng-Overview
• XPeng-Ecosystem
• XPeng-Implementation Timeline
• Stellantis-Overview
• Stellantis-Ecosystem
• Stellantis-Implementation Timeline
• Mercedes-Benz and BMW-Emerging Ecosystem
• General Motors-Emerging Ecosystem
• Lucid Motors-Emerging Ecosystem
• Honda-Emerging Ecosystem
• Conclusion

Growth Opportunity Universe

• Growth Opportunity 1: Building In-House Autonomous Capability Teams
• Growth Opportunity 2: Original Design Manufacturers' Models for Robotaxi Platforms
• Growth Opportunity 3: Robotaxi as a Service for Operators

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer