대형 자율주행차(HDAV) 시장 기회, 성장 촉진요인, 산업 동향 분석 및 예측(2025-2034년)

The Global Heavy-duty Autonomous Vehicle Market reached USD 43.8 billion in 2024 and is projected to expand at a CAGR of 14.3% between 2025 and 2034. The rising demand for enhanced safety features, coupled with the increasing adoption of self-driving technology, is driving substantial growth in this sector. Autonomous heavy-duty vehicles are revolutionizing transportation by integrating cutting-edge sensors, artificial intelligence, and real-time data analysis to navigate roads efficiently. These advanced systems allow vehicles to assess their surroundings, make instant decisions, and adapt to dynamic traffic conditions, significantly reducing accident risks. This shift toward automation not only enhances road safety but also minimizes human error, leading to fewer fatalities and injuries and substantial cost savings on healthcare and property damage.

The growing emphasis on sustainability and operational efficiency is further accelerating the adoption of heavy-duty autonomous vehicles across industries. Companies are leveraging automation to address labor shortages, reduce long-term expenses, and optimize fleet management. With advancements in AI-driven decision-making and real-time connectivity, autonomous trucks and buses are becoming integral to logistics, mining, construction, and public transportation. Governments worldwide are introducing regulations and policies to facilitate autonomous vehicle testing and commercial deployment, ensuring safe and seamless integration into existing transportation networks. Additionally, rapid developments in 5G connectivity, cloud-based monitoring, and machine learning algorithms are propelling the industry forward.

The market is segmented based on propulsion types, including internal combustion engine (ICE), electric, and hybrid vehicles. In 2024, the ICE segment dominated with a 60% market share and is expected to generate USD 100 billion by 2034. ICE-powered autonomous vehicles remain the preferred choice for early-stage research and development due to their affordability and well-established refueling infrastructure. Their extended range compared to electric alternatives makes them more suitable for long-distance operations and challenging terrains, facilitating broader testing and adoption across diverse environments.

By vehicle type, the heavy-duty autonomous vehicle market is categorized into trucks and buses. Trucks held a dominant share of 68.8% in 2024, driven by their widespread use in industries such as logistics, mining, and manufacturing. Autonomous trucks offer continuous operation without breaks, optimizing fuel consumption and expediting deliveries. As businesses prioritize efficiency and cost reduction, the shift toward self-driving trucks is becoming a critical component of supply chain evolution. Companies are increasingly investing in autonomous trucking solutions to streamline transportation, enhance productivity, and mitigate workforce shortages.

North America heavy-duty autonomous vehicle market generated USD 14.6 billion in 2024. Government initiatives are actively shaping regulatory frameworks to support autonomous vehicle testing and large-scale deployment. The growing focus on road safety and congestion reduction is propelling demand for self-driving heavy-duty vehicles in this region. As autonomous technology continues to evolve, North America is emerging as a key market, with industry leaders investing in next-generation innovations to redefine transportation and logistics.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Base estimates & calculations
  • 1.2.1 Base year calculation
  • 1.2.2 Key trends for market estimation
• 1.3 Forecast model
• 1.4 Primary research and validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market scope & definition

Chapter 2 Executive Summary

• 2.1 Industry 360⁰ synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Supplier landscape
    • 3.1.1.1 Raw material providers
    • 3.1.1.2 Component providers
    • 3.1.1.3 Manufacturers
    • 3.1.1.4 Technology providers
    • 3.1.1.5 Distribution channel analysis
    • 3.1.1.6 End Use
  • 3.1.2 Profit margin analysis
• 3.2 Technology & innovation landscape
• 3.3 Patent analysis
• 3.4 Regulatory landscape
• 3.5 Cost breakdown analysis
• 3.6 Price trend
• 3.7 Key news & initiatives
• 3.8 Impact forces
  • 3.8.1 Growth drivers
    • 3.8.1.1 Rising demand for automation in mining and construction
    • 3.8.1.2 Advancements in ai and sensor technologies
    • 3.8.1.3 Regulatory push for safer and sustainable transport
    • 3.8.1.4 Growing government investment in infrastructure development
  • 3.8.2 Industry pitfalls & challenges
    • 3.8.2.1 High initial investment costs
    • 3.8.2.2 Regulatory and safety concerns
• 3.9 Growth potential analysis
• 3.10 Porter's analysis
• 3.11 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Vehicle, 2021 - 2034 ($Bn, Units)

• 5.1 Key trends
• 5.2 Trucks
  • 5.2.1 Class 7
  • 5.2.2 Class 8
• 5.3 Buses

Chapter 6 Market Estimates & Forecast, By Level of Autonomy, 2021 - 2034 ($Bn, Units)

• 6.1 Key trends
• 6.2 Semi-autonomous vehicle
  • 6.2.1 Level 1
  • 6.2.2 Level 2
  • 6.2.3 Level 3
• 6.3 Autonomous vehicle
  • 6.3.1 Level 4

Chapter 7 Market Estimates & Forecast, By Propulsion, 2021 - 2034 ($Bn, Units)

• 7.1 Key trends
• 7.2 ICE
• 7.3 Electric vehicle
• 7.4 Hybrid vehicle

Chapter 8 Market Estimates & Forecast, By Application, 2021 - 2034 ($Bn, Units)

• 8.1 Key trends
• 8.2 Logistics and transportation
• 8.3 Mining
• 8.4 Agriculture
• 8.5 Construction
• 8.6 Oil & gas
• 8.7 Others

Chapter 9 Market Estimates & Forecast, By Region, 2021 - 2034 ($Bn, Units)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 France
  • 9.3.3 U.K.
  • 9.3.4 Spain
  • 9.3.5 Italy
  • 9.3.6 Russia
  • 9.3.7 Nordics
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 ANZ
  • 9.4.6 Southeast Asia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 MEA
  • 9.6.1 UAE
  • 9.6.2 South Africa
  • 9.6.3 Saudi Arabia

Chapter 10 Company Profiles

• 10.1 2getthere
• 10.2 Aurora
• 10.3 Baidu
• 10.4 Caterpillar
• 10.5 Daimler Truck
• 10.6 Embark Trucks
• 10.7 FAW
• 10.8 General Motors
• 10.9 Kodiak Robotics
• 10.10 Navya ARMA
• 10.11 New Flyer
• 10.12 Oxa Autonomy
• 10.13 PACCAR
• 10.14 Schaeffler AG
• 10.15 Torc Robotics
• 10.16 TRATON
• 10.17 TuSimple
• 10.18 Volvo
• 10.19 ZF Friedrichshafen
• 10.20 Zoox