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미국의 로보택시 시장 : 규모, 점유율, 동향 분석, 추진력 유형별, 구성 요소 유형별, 자율성 레벨별, 차량 유형별, 서비스 유형별, 용도별, 부문 예측(2025-2030년)

U.S. Robo Taxi Market Size, Share & Trends Analysis Report By Propulsion Type, By Component Type, By Level Of Autonomy, By Vehicle Type, By Service Type, By Application, And Segment Forecasts, 2025 - 2030

발행일: 2025년 06월 | 리서치사:

Grand View Research | 페이지 정보: 영문 130 Pages | 배송안내 : 2-10일 (영업일 기준)

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※ 본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문 목차를 참고해주시기 바랍니다.

미국 로보택시 시장 규모 및 예측 :

미국의 로보택시 시장 규모는 2024년 4억 5,000만 달러로 평가되었고, 2025년부터 2030년까지 연평균 복합 성장률(CAGR) 74.6%로 성장할 것으로 예측됩니다.

미국의 로보택시 산업의 성장을 견인하고 있는 것은 샌프란시스코, 로스앤젤레스, 오스틴, 피닉스 등 대도시권에 있어서의 선진적인 도시 정책 이니셔티브입니다. 또한, 시정부는 모빌리티텍 기업과 직접 파트너십을 맺어 지역의 지속가능성과 교통관리의 목표에 따른 운용 프레임워크를 공동 개발하고 있습니다.

다른 많은 국가들과는 달리, 미국의 로보택시 시장은 자금력 있는 기술 대기업과 활기찬 신흥 기업 문화에 힘입어 초경쟁적인 혁신 생태계의 혜택을 누리고 있습니다. Waymo, Cruise, Zoox(Amazon 소유), Aurora 등의 기업은 대량의 자본, 독자적인 기술 스택, 현지 테스트 허가를 활용하여 자율주행 배차 플랫폼을 신속하게 반복하고 개량하고 있습니다. 동시에, 소규모 신흥 기업도 지도 작성, 안전 소프트웨어, 자율 주행 차량 관리 등 틈새 혁신을 개척하고 있습니다. 미국의 하이테크 거점, 특히 캘리포니아와 텍사스에는 지적 재산, 벤처 자금 및 인력이 집중되어 로보택시 시장을 전진시키는 혁신의 지속적인 흐름이 확보되고 있습니다.

미국에서는 우버(Uber)나 리프트(Lyft)와 같은 선도적인 라이드 헤일링 회사가 자사 개발 또는 AV기업과의 제휴를 통해 로보택시를 자사의 플랫폼에 통합하기 위한 전략적인 포지셔닝을 취하고 있습니다. 로보택시 구독 및 번들 모빌리티 패키지와 같은 새로운 비즈니스 모델은 미국의 일부 시장에서 테스트되었습니다.

노동 시장 역학은 미국에서 로보택시 도입의 독특한 촉진요인이 되고 있습니다. 운전자 관련 운영 비용과 복잡한 컴플라이언스를 제거함으로써 매력적인 대체 수단을 제공합니다.

미국의 보험업계는 자율주행차에 맞춘 혁신적인 인수모델과 배상책임의 틀을 개발함으로써 로보택시 도입을 가능하게 하는데 있어 매우 중요한 역할을 하고 있습니다. 보험사는 텔레매틱스 데이터, AV 시뮬레이션 플랫폼, 행동 AI를 활용하여 위험을 평가하고 로보택시 차량을 위한 맞춤형 정책을 만듭니다. 주 레벨에서의 규제 유연성으로, 이용 기반의 가격 설정이나 플릿 레벨의 보상 등, 대체적인 보험 모델의 실험이 가능하게 됩니다.

The U.S. robo taxi market size was estimated at USD 0.45 billion in 2024 and is projected to grow at a CAGR of 74.6% from 2025 to 2030. The growth of the U.S. robo-taxi industry is driven by progressive urban policy initiatives in major metropolitan areas such as San Francisco, Los Angeles, Austin, and Phoenix. These cities are at the forefront of smart transportation experimentation, with municipal authorities actively piloting autonomous mobility zones, congestion pricing models, and AV-specific zoning codes. City governments are also forging direct partnerships with mobility tech firms to co-develop operational frameworks that align with local sustainability and traffic management goals. This decentralized, city-driven approach to AV adoption is unique to the U.S. and is accelerating the commercial rollout of robo-taxi services in high-density urban corridors.

Unlike many other countries, the U.S. robo taxi market benefits from a hyper-competitive innovation ecosystem fueled by well-funded technology giants and a vibrant startup culture. Companies such as Waymo, Cruise, Zoox (Amazon), and Aurora leverage significant capital, proprietary technology stacks, and local testing permissions to rapidly iterate and refine autonomous ride-hailing platforms. At the same time, smaller startups are carving out niche innovations in mapping, safety software, and autonomous fleet management. The high concentration of intellectual property, venture funding, and talent in U.S. tech hubs, particularly in California and Texas, ensures a continuous stream of innovation that propels the robo-taxi market forward.

In the U.S., established ride-hailing giants like Uber and Lyft are strategically positioning themselves to incorporate robo-taxis into their platforms, either through in-house development or partnerships with AV companies. This integration enables a seamless user experience and facilitates the transition for current ride-hail customers. Additionally, new business models such as robo-taxi subscriptions and bundled mobility packages are being tested in select U.S. markets. These models offer flat-rate or usage-based pricing, ensuring predictability and affordability for urban commuters and signaling a shift from per-ride charges to service-based contracts.

Labor market dynamics serve as a unique catalyst for robo-taxi adoption in the U.S. A persistent shortage of rideshare and taxi drivers, coupled with rising wages and employment regulations in states like California and New York, is propelling fleet operators and mobility companies to hasten the transition toward automation. Robo-taxis offer an appealing alternative by removing driver-related operational costs and compliance complexities. This labor-focused cost pressure is particularly noticeable in urban centers with high demand for 24/7 mobility services, where the cost-effectiveness of driverless fleets provides significant margin benefits.

The U.S. insurance industry plays a pivotal role in enabling robo-taxi deployments by developing innovative underwriting models and liability frameworks tailored to autonomous vehicles. Insurers leverage telematics data, AV simulation platforms, and behavioral AI to assess risk and create customized policies for robo-taxi fleets. Regulatory flexibility at the state level allows for experimentation with alternative insurance models, including usage-based pricing and fleet-level coverage. This proactive adaptation by U.S. insurers reduces one of the major commercial barriers to robo-taxi scalability and creates a more secure environment for investment and fleet expansion.

U.S. Robo Taxi Market Report Segmentation

This report forecasts revenue growth at the country level and provides an analysis of the latest industry trends in each of the sub-segments from 2018 to 2030. For this study, Grand View Research has segmented the U.S. robo taxi market report based on propulsion type, component type, level of autonomy, vehicle type,service type, and application:

Propulsion Type Outlook (Revenue, USD Million, 2018 - 2030)
Electric Vehicles
Hybrid Electric Vehicles
Fuel Cell Vehicle
Component Type Outlook (Revenue, USD Million, 2018 - 2030)
LiDAR
Radar
Camera
Sensor
Level of Autonomy Outlook (Revenue, USD Million, 2018 - 2030)
Level 4
Level 5
Vehicle Type Outlook (Revenue, USD Million, 2018 - 2030)
Cars
Shuttles/Vans
Service Type Outlook (Revenue, USD Million, 2018 - 2030)
Car Rental
Station-based
Application Outlook (Revenue, USD Million, 2018 - 2030)
Passenger
Goods

Chapter 1. Methodology and Scope

1.1. Market Segmentation and Scope
1.2. Research Methodology
- 1.2.1. Information Procurement
1.3. Information or Data Analysis
1.4. Methodology
1.5. Research Scope and Assumptions
1.6. Market Formulation & Validation
1.7. Country Based Segment Share Calculation
1.8. List of Data Sources

Chapter 2. Executive Summary

2.1. Market Outlook
2.2. Segment Outlook
2.3. Competitive Insights

Chapter 3. U.S. Robo Taxi Market Variables, Trends, & Scope

3.1. Market Lineage Outlook
3.2. Market Dynamics
- 3.2.1. Market Driver Analysis
- 3.2.2. Market Restraint Analysis
- 3.2.3. Industry Challenge
3.3. U.S. Robo Taxi Market Analysis Tools
- 3.3.1. Industry Analysis - Porter's
  - 3.3.1.1. Bargaining power of the suppliers
  - 3.3.1.2. Bargaining power of the buyers
  - 3.3.1.3. Threats of substitution
  - 3.3.1.4. Threats from new entrants
  - 3.3.1.5. Competitive rivalry
- 3.3.2. PESTEL Analysis
  - 3.3.2.1. Political landscape
  - 3.3.2.2. Economic landscape
  - 3.3.2.3. Social landscape
  - 3.3.2.4. Technological landscape
  - 3.3.2.5. Environmental landscape
  - 3.3.2.6. Legal landscape

Chapter 4. U.S. Robo Taxi Market: Propulsion Type Estimates & Trend Analysis

4.1. Segment Dashboard
4.2. U.S. Robo Taxi Market: Propulsion Type Movement Analysis, 2024 & 2030 (USD Million)
4.3. Electric Vehicles
- 4.3.1. Electric Vehicles Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
4.4. Hybrid Electric Vehicles
- 4.4.1. Hybrid Electric Vehicles Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
4.5. Fuel Cell Vehicles
- 4.5.1. Fuel Cell Vehicles Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 5. U.S. Robo Taxi Market: Component Type Estimates & Trend Analysis

5.1. Segment Dashboard
5.2. U.S. Robo Taxi Market: Component Type Movement Analysis, 2024 & 2030 (USD Million)
5.3. LiDAR
- 5.3.1. LiDAR Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
5.4. Radar
- 5.4.1. Radar Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
5.5. Camera
- 5.5.1. NFV Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
5.6. Sensors
- 5.6.1. Sensors Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 6. U.S. Robo Taxi Market: Level of Autonomy Estimates & Trend Analysis

6.1. Segment Dashboard
6.2. U.S. Robo Taxi Market: Level of Autonomy Movement Analysis, 2024 & 2030 (USD Million)
6.3. Level 4
- 6.3.1. Level 4 Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
6.4. Level 5
- 6.4.1. Level 5 Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 7. U.S. Robo Taxi Market: Vehicle Type Estimates & Trend Analysis

7.1. Segment Dashboard
7.2. U.S. Robo Taxi Market: Vehicle Type Movement Analysis, 2024 & 2030 (USD Million)
7.3. Cars
- 7.3.1. Cars Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
7.4. Shuttles/Vans
- 7.4.1. Shuttles/Vans Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 8. U.S. Robo Taxi Market: Service Type Estimates & Trend Analysis

8.1. Segment Dashboard
8.2. U.S. Robo Taxi Market: Service Type Movement Analysis, 2024 & 2030 (USD Million)
8.3. Car Rental
- 8.3.1. Car Rental Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
8.4. Shuttles/Vans
- 8.4.1. Shuttles/Vans Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 9. U.S. Robo Taxi Market: Application Estimates & Trend Analysis

9.1. Segment Dashboard
9.2. U.S. Robo Taxi Market: Application Movement Analysis, 2024 & 2030 (USD Million)
9.3. Passengers
- 9.3.1. Passengers Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)
9.4. Goods
- 9.4.1. Goods Market Revenue Estimates and Forecasts, 2018 - 2030 (USD Million)

Chapter 10. Competitive Landscape

10.1. Company Categorization
10.2. Company Market Positioning
10.3. Company Heat Map Analysis
10.4. Company Profiles/Listing
- 10.4.1. Waymo LLC
  - 10.4.1.1. Participant's Overview
  - 10.4.1.2. Financial Performance
  - 10.4.1.3. Product Benchmarking
  - 10.4.1.4. Strategic Initiatives
- 10.4.2. Cruise LLC
  - 10.4.2.1. Participant's Overview
  - 10.4.2.2. Financial Performance
  - 10.4.2.3. Product Benchmarking
  - 10.4.2.4. Strategic Initiatives
- 10.4.3. Tesla Inc.
  - 10.4.3.1. Participant's Overview
  - 10.4.3.2. Financial Performance
  - 10.4.3.3. Product Benchmarking
  - 10.4.3.4. Strategic Initiatives
- 10.4.4. Aptiv
  - 10.4.4.1. Participant's Overview
  - 10.4.4.2. Financial Performance
  - 10.4.4.3. Product Benchmarking
  - 10.4.4.4. Strategic Initiatives
- 10.4.5. Uber Technologies Inc.
  - 10.4.5.1. Participant's Overview
  - 10.4.5.2. Financial Performance
  - 10.4.5.3. Product Benchmarking
  - 10.4.5.4. Strategic Initiatives
- 10.4.6. Lyft, Inc.
  - 10.4.6.1. Participant's Overview
  - 10.4.6.2. Financial Performance
  - 10.4.6.3. Product Benchmarking
  - 10.4.6.4. Strategic Initiatives
- 10.4.7. Zoox, Inc.
  - 10.4.7.1. Participant's Overview
  - 10.4.7.2. Financial Performance
  - 10.4.7.3. Product Benchmarking
  - 10.4.7.4. Strategic Initiatives
- 10.4.8. Aurora Operations, Inc.
  - 10.4.8.1. Participant's Overview
  - 10.4.8.2. Financial Performance
  - 10.4.8.3. Product Benchmarking
  - 10.4.8.4. Strategic Initiatives
- 10.4.9. Nuro
  - 10.4.9.1. Participant's Overview
  - 10.4.9.2. Financial Performance
  - 10.4.9.3. Product Benchmarking
  - 10.4.9.4. Strategic Initiatives
- 10.4.10. Gatik
  - 10.4.10.1. Participant's Overview
  - 10.4.10.2. Financial Performance
  - 10.4.10.3. Product Benchmarking
  - 10.4.10.4. Strategic Initiatives

미국의 로보택시 시장 : 규모, 점유율, 동향 분석, 추진력 유형별, 구성 요소 유형별, 자율성 레벨별, 차량 유형별, 서비스 유형별, 용도별, 부문 예측(2025-2030년)

U.S. Robo Taxi Market Size, Share & Trends Analysis Report By Propulsion Type, By Component Type, By Level Of Autonomy, By Vehicle Type, By Service Type, By Application, And Segment Forecasts, 2025 - 2030

미국 로보택시 시장 규모 및 예측 :

목차

제1장 조사 방법과 범위

제2장 주요 요약

제3장 미국 로보택시 시장의 변수, 동향, 범위

제4장 미국의 로보택시 시장 : 추진 유형의 추정 및 예측 분석

제5장 미국의 로보택시 시장 : 구성 요소 유형의 추정 및 예측 분석

제6장 미국의 로보택시 시장 : 자율성 수준의 추정 및 예측 분석

제7장 미국의 로보택시 시장 : 차량 유형의 추정 및 예측 분석

제8장 미국의 로보택시 시장 : 서비스 유형의 추정 및 예측 분석

제9장 미국의 로보택시 시장 : 용도의 추정 및 예측 분석

제10장 경쟁 구도

U.S. Robo Taxi Market Size & Trends:

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