자율주행차 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2025-2030년)

According to Mordor Intelligence, the autonomous vehicle market size is valued at USD 231.47 billion in 2025 and is projected to reach USD 747.73 billion by 2030, expanding at a compound annual growth rate (CAGR) of 26.43% during 2025-2030.

This report is Segmented by Level of Automation (Level 1 - Driver Assistance, Level 2 - Partial Automation, and More), Vehicle Type (Passenger Cars and Commercial Vehicles), Propulsion Type (Internal Combustion Engine and More), Mobility Form (Personal Ownership and Shared Mobility), Component (Hardware and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Autonomous Vehicle Market Trends and Insights

Government Mandates for ADAS-Centric Safety Regulations in the EU and China

Stringent ADAS safety rules in both regions are pushing the autonomous car industry to accelerate software validation cycles, which in turn drives earlier supplier revenue. The European Commission's cross-border testbed program and China's multi-city robo taxi permits are effectively giving vendors clear roadmaps for approval gates, encouraging higher R&D outlays in 2025. An observable consequence is that leading developers are partitioning their codebases to meet region-specific requirements, creating overlapping but not identical feature sets. This segregation subtly increases total software volume, which later influences maintenance costs and talent needs.

Rapid Expansion of Robo Taxi Pilots Across Asian Megacities

Robo taxi fares in cities like Wuhan and Shanghai are now lower than those of traditional ride-hailing services. This trend underscores the potential of autonomous shared mobility to outpace human-driven alternatives, even prior to the complete removal of drivers in all districts. The cost gap is mainly achieved through depot-style fleet management and lower off-peak idle time, an approach that is difficult for traditional taxis to replicate. A notable inference is that lower-income commuters, often overlooked in early AV narratives, are becoming target customers due to these cheaper fares, potentially widening public acceptance faster than anticipated.

Patchwork State-Level AV Regulations in the United States Delay Commercial Scale

With 29 states legislating unique autonomous rules, multi-state service providers must maintain varied reporting, driver-monitoring, and insurance structures, inflating overhead and thereby limiting the autonomous vehicles market share they can capture quickly. Evidence shows that some developers now pick launch corridors strictly within permissive clusters, which unintentionally sidelines certain high-demand freight lanes. An emerging takeaway is that the lack of a unified framework indirectly channels investment toward simulation rather than on-road testing, potentially stretching development timelines.

Other drivers and restraints analyzed in the detailed report include:

1. Falling LiDAR and AI Compute Costs Are Unlocking Mass-Market Level 3 Launches
2. Power-Efficient Automotive SoCs Enabling In-Vehicle Edge AI
3. Public Mistrust Intensified by High-Profile Robo Taxi Incidents in China

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Level 1 (Driver Assistance) features held 45.21% of the autonomous vehicle market share in 2024, but Level 5 (Full Automation) is projected to grow at a 27.23% CAGR through 2030, meaning higher automation will narrow the gap quickly. Legislative clarity for conditional and high-automation functions encourages suppliers to certify redundant steering and braking subsystems, raising immediate hardware revenue. A subtle effect is that insurers are revising actuarial tables to shift liability to manufacturers for specific modes, hinting at future premium reductions for end users.

Growing interest in Level 3 from luxury buyers brings down development amortization per unit, indirectly funding Level 4 autonomous car research. Models such as the BMW 7-Series with Personal Pilot Level 3 illustrate that early adopters pay premium prices, a margin that helps offset ongoing mapping costs. Additionally, pilot-mode data harvested from Level 3 vehicles is feeding machine-learning models used in Level 4 trucks, shortening data-collection loops across segments.

Passenger cars commanded 78.92% of the autonomous vehicle market share during 2024. Yet, many OEMs now view autonomy as a recurring software subscription opportunity rather than a one-time hardware upgrade, shifting the business model toward long-term revenue streams. Over-the-air updates extend feature life cycles, which could lengthen average ownership as buyers anticipate new capabilities mid-cycle. As more households subscribe to partial autonomy, aftermarket suppliers may see declining demand for traditional navigation hardware, suggesting a reshaping of accessory markets.

Commercial vehicles are projected to grow at a 25.72% CAGR through 2030, outpacing passenger cars in market size expansion as autonomy adoption accelerates in logistics and freight segments. Labor shortages and mandated driving-hour limits make autonomy economically compelling for fleet operators, especially in long-haul corridors. An unexpected by-product is that depots invest in robotic maintenance tools to match truck autonomy, thereby modernizing entire yard operations.

Complete Report Scope:

• By Level of Automation
  • Level 1- Driver Assistance
  • Level 2 - Partial Automation
  • Level 3 - Conditional Automation
  • Level 4 - High Automation
  • Level 5 - Full Automation
• By Vehicle Type
  • Passenger Cars
  • Commercial Vehicles
• By Propulsion Type
  • Internal Combustion Engine (ICE)
  • Battery Electric Vehicles (BEV)
  • Hybrid Electric Vehicles (HEV)
• By Mobility Form
  • Personal Ownership
  • Shared Mobility (Robo-Taxi, Shuttle)
• By Component
  • Hardware
    • Sensors (LiDAR, RADAR, Cameras, Ultrasonic, IMU)
    • Computing Platforms (SoCs, GPUs)
    • Actuators and Control Systems
  • Software
    • Perception and Planning Suites
    • Mapping and Localization Engines
    • Driver Monitoring and HMI
  • Services
    • Integration and Validation
    • Remote Operation and Tele-operation
• Geography
  • North America
    • United States
    • Canada
    • Rest of North America
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • France
    • United Kingdom
    • Italy
    • Spain
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • Rest of Asia-Pacific
  • Middle East and Africa
    • South Africa
    • Egypt
    • United Arab Emirates
    • Saudi Arabia
    • Turkey
    • Rest of Middle East and Africa

Geography Analysis

Asia-Pacific led the autonomous vehicle market in 2024 with a 46.52% share, driven largely by China's expansive multi-city robo taxi deployments and widespread 5G infrastructure. Coordinated government support across ministries enables streamlined testing, insurance, and cybersecurity approvals, significantly reducing project timelines. An emerging trend is that second-tier cities are bypassing traditional public transport upgrades by adopting autonomous shuttles directly, signaling market diffusion beyond major urban hubs. Meanwhile, countries like Japan and Singapore leverage consortium-led models combining academic and autonomous industry expertise, allowing efficient R&D scaling despite smaller budgets.

The Middle East and Africa are the fastest-growing regions, projected to grow at a 28.11% CAGR from 2025 to 2030. National strategies, particularly in the United Arab Emirates, place autonomous vehicles at the heart of smart-city goals, with Dubai aiming for 25% of all trips to be autonomous by 2030. Purpose-built infrastructure with autonomous vehicle lanes gives the region an edge over retrofitted systems in legacy urban layouts. A surprising benefit is that the region's clear-weather desert conditions deliver high-fidelity sensor data, accelerating vision system validation.

North America remains pivotal because of its deep capital markets and technology clusters, despite holding a smaller autonomous vehicle market share than Asia. Federal grants for 5G-V2X corridors and a vibrant startup pipeline sustain innovation momentum, even as fragmented state rules slow nationwide scaling. The presence of large ride-hailing platforms offers immediate commercial distribution once regulatory clarity emerges. An underlying shift is that trucking-focused states are coalescing around common guidelines, hinting at a bottom-up path to de facto national standards.

1. Waymo LLC
2. Tesla, Inc.
3. General Motors Co. (Cruise LLC)
4. Baidu Inc. (Apollo)
5. Toyota Motor Corporation
6. Volkswagen AG
7. Mercedes-Benz Group AG
8. BMW AG
9. Nissan Motor Co. Ltd.
10. Volvo Car AB
11. Hyundai Motor Group
12. BYD Company Ltd.
13. Pony.ai Inc.
14. AutoX Inc.
15. Uber Technologies Inc.
16. Aptiv PLC
17. Mobileye Global Inc.
18. NVIDIA Corporation
19. Magna International Inc.
20. Continental AG

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Government Mandates for ADAS-Centric Safety Regulations in EU and China
  • 4.2.2 Rapid Expansion of Robo-Taxi Pilots across Asian Mega-Cities
  • 4.2.3 Falling LiDAR and AI Compute Costs Unlocking Mass-Market L3 Launches
  • 4.2.4 Power-Efficient Automotive SoCs Enabling In-Vehicle Edge AI
  • 4.2.5 5G-V2X Corridor Roll-outs in North American Freight Networks
  • 4.2.6 Fleet Decarbonization Targets Accelerating Autonomous Middle-Mile Logistics in Europe
• 4.3 Market Restraints
  • 4.3.1 Patchwork State-Level AV Regulations in the United States Delay Commercial Scale
  • 4.3.2 Public Mistrust Intensified by High-Profile Robo Taxi Incidents in China
  • 4.3.3 Automotive-Grade AI Chip Shortages and Fab Capacity Constraints
  • 4.3.4 High-Definition Map Maintenance Costs in Emerging Markets
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Outlook
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts (Value and Volume)

• 5.1 By Level of Automation
  • 5.1.1 Level 1- Driver Assistance
  • 5.1.2 Level 2 - Partial Automation
  • 5.1.3 Level 3 - Conditional Automation
  • 5.1.4 Level 4 - High Automation
  • 5.1.5 Level 5 - Full Automation
• 5.2 By Vehicle Type
  • 5.2.1 Passenger Cars
  • 5.2.2 Commercial Vehicles
• 5.3 By Propulsion Type
  • 5.3.1 Internal Combustion Engine (ICE)
  • 5.3.2 Battery Electric Vehicles (BEV)
  • 5.3.3 Hybrid Electric Vehicles (HEV)
• 5.4 By Mobility Form
  • 5.4.1 Personal Ownership
  • 5.4.2 Shared Mobility (Robo-Taxi, Shuttle)
• 5.5 By Component
  • 5.5.1 Hardware
    • 5.5.1.1 Sensors (LiDAR, RADAR, Cameras, Ultrasonic, IMU)
    • 5.5.1.2 Computing Platforms (SoCs, GPUs)
    • 5.5.1.3 Actuators and Control Systems
  • 5.5.2 Software
    • 5.5.2.1 Perception and Planning Suites
    • 5.5.2.2 Mapping and Localization Engines
    • 5.5.2.3 Driver Monitoring and HMI
  • 5.5.3 Services
    • 5.5.3.1 Integration and Validation
    • 5.5.3.2 Remote Operation and Tele-operation
• 5.6 Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Rest of North America
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 Germany
    • 5.6.3.2 France
    • 5.6.3.3 United Kingdom
    • 5.6.3.4 Italy
    • 5.6.3.5 Spain
    • 5.6.3.6 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 Japan
    • 5.6.4.3 South Korea
    • 5.6.4.4 India
    • 5.6.4.5 Rest of Asia-Pacific
  • 5.6.5 Middle East and Africa
    • 5.6.5.1 South Africa
    • 5.6.5.2 Egypt
    • 5.6.5.3 United Arab Emirates
    • 5.6.5.4 Saudi Arabia
    • 5.6.5.5 Turkey
    • 5.6.5.6 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, SWOT Analysis, and Recent Developments)
  • 6.4.1 Waymo LLC
  • 6.4.2 Tesla, Inc.
  • 6.4.3 General Motors Co. (Cruise LLC)
  • 6.4.4 Baidu Inc. (Apollo)
  • 6.4.5 Toyota Motor Corporation
  • 6.4.6 Volkswagen AG
  • 6.4.7 Mercedes-Benz Group AG
  • 6.4.8 BMW AG
  • 6.4.9 Nissan Motor Co. Ltd.
  • 6.4.10 Volvo Car AB
  • 6.4.11 Hyundai Motor Group
  • 6.4.12 BYD Company Ltd.
  • 6.4.13 Pony.ai Inc.
  • 6.4.14 AutoX Inc.
  • 6.4.15 Uber Technologies Inc.
  • 6.4.16 Aptiv PLC
  • 6.4.17 Mobileye Global Inc.
  • 6.4.18 NVIDIA Corporation
  • 6.4.19 Magna International Inc.
  • 6.4.20 Continental AG

7 Market Opportunities & Future Outlook

• 7.1 White-Space & Unmet-Need Assessment