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시장보고서
상품코드
1895191
세계의 엔드 투 엔드(E2E) 자율주행 시장 조사 보고서(2025년)Global End-to-end Autonomous Driving Market Research Report 2025 |
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QYResearch
엔드 투 엔드(E2E) 자율주행을 데이터 기반 지능형 주행 아키텍처로 정의합니다. 이 아키텍처에서는 통합된 딥러닝 모델(또는 긴밀하게 연계된 모델군)이 카메라, 레이더, LiDAR, 위치 추정, 차량 상태 신호와 같은 다중 센서 입력을 최소한의 수작업 규칙을 통해 실용적인 주행 출력(의도, 궤적, 스티어링/스로틀/브레이크 제어)으로 변환합니다. 데이터 수집, 교육, 평가, 배포라는 폐쇄형 루프 프로세스를 통해 성능이 향상됩니다. 업계 관행에서는 주로 두 가지 구현 경로가 일반적입니다. 모듈형 E2E는 단계적 검증과 빠른 양산이 가능하도록 설계된 인터페이스를 유지하는 모듈형 E2E와 인식/예측/계획(경우에 따라서는 제어의 일부)을 단일 정책 네트워크에 추가적으로 통합하는 통합형(원피스) E2E가 있습니다.
세계의 엔드 투 엔드(E2E) 자율주행 시장은 2024년 15억 1,161만 달러에서 2035년에는 747억 6,167만 달러로 성장할 것으로 예측됩니다.
2024-2028년에는 급속한 상업화와 확대기가 되며, 15억 1,161만 달러에서 190억 4,239만 달러로 확대합니다. 2028-2035년 시장 규모는 190억 4,239만 달러에서 747억 6,167만 달러로 확대하며, 2028-2035년 CAGR은 21.58%에 달할 전망입니다.
하드웨어 중심의 초기 도입에서 소프트웨어 및 서비스 비중이 높아지는 구조적 가치 전환이 진행되고 있습니다. 예측 기간 중 차량용 컴퓨팅, 센싱 스위트, 도메인 컨트롤러, 시스템 통합과 같은 하드웨어 관련 부문이 가장 큰 수입원이 될 것으로 예상되지만, 소프트웨어 및 서비스 수익화가 확대됨에 따라 그 비중은 감소할 것으로 보입니다. 소프트웨어 서비스(엔드투엔드 모델 개발 및 라이선스, OTA 기능 제공, 검증 및 안전 툴체인, 데이터 운영, 클라우드 지원, 수명주기 서비스 등)는 도입 규모 확대와 기능 업그레이드가 지속적인 수입원이 됨에 따라 꾸준히 증가할 것입니다.
용도별로는 승용차가 여전히 주요 매출 기반인 반면, 상용차는 높은 이용률과 주행거리당 비용 효율성으로 인해 시간이 지남에 따라 점유율이 확대될 것으로 예측됩니다. 2035년까지 승용차 엔드투엔드 매출은 563억 6,282만 달러(75.39%)로 예상되며, 상용차 엔드투엔드 매출은 183억 9,885만 달러(24.61%)에 달할 것으로 예측됩니다. 이는 양산형 L2/L2+ 패키징과 OTA를 통한 기능 확장을 통해 승용차에 광범위하게 보급되고, 차량 툴체인, 노선 규모 도입, 감사 가능한 안전 사례의 성숙에 따른 상용차 채택이 가속화되고 있음을 반영합니다.
지역별로는 아시아태평양이 최대 시장을 유지하며 점유율을 계속 확대할 것으로 예상되며, 2035년까지 381억 6,550만 달러(51.05%)에 달할 전망입니다. 북미가 222억 7,157만 달러(29.79%), 유럽이 122억 5,366만 달러(16.39%)로 그 뒤를 잇습니다. 라틴아메리카와 중동 및 아프리카를 합치면 2035년까지 약 2.77%를 차지할 전망입니다.
경쟁 구도는 OEM 제조업체, 자율주행 기술 프로바이더, 로보택시/운영업체까지 확대되고 있습니다. 엔드투엔드(E2E)가 '역량 입증'에서 확장 가능한 제공으로 전환됨에 따라 차별화는 롱테일 데이터 루프 효율성, 컴퓨팅 및 비용 엔지니어링, 검증 및 안전 툴체인, 감사 가능한 컴플라이언스, 지속가능한 수익화 모델에 점점 더 의존하게 될 것입니다. 의존하게 될 것입니다. 본 조사는 광범위한 1차 조사와 2차 조사를 결합하여 상향식 및 하향식 방법을 모두 사용하여 시장 규모를 검증했습니다. 2차 조사에는 기업 재무 보고서와 업계 정보 출처가 포함되며, 1차 조사에서는 경험이 풍부한 현장 직원, 이사, CEO, 상업적 리더와의 인터뷰를 통해 시장 세분화, 점유율, 성장률, 부문 가정을 검증합니다.
이 리포트는 엔드 투 엔드(E2E) 자율주행 기업, 신규 참여 기업 및 관련 산업 체인 기업에 대해 시장 전체 및 각 부문 서브 부문별, 기업별, 유형별, 용도별, 지역별 매출에 관한 정보를 제공합니다.
시장 세분화
기업별
- Tesla
- Nullmax
- XPeng Inc.
- Huawei
- NIO
- Li Auto Inc.
- BYD
- Zeekr(Geely Global)
- DeepRoute.ai
- Horizon
- ZYT Technology
- Momenta
- SenseTime
- CHERY
- Xiaomi
- GAC Group
- Apollo(Baidu Apollo Go)
- Waymo
- Wayve
- Aurora
- Comma.ai
유형별 부문
- 하드웨어
- 소프트웨어 및 서비스
용도별 부문
- 승용차
- 상용차
지역별 부문
- 북미
- 미국
- 캐나다
- 아시아태평양
- 중국
- 일본
- 한국
- 유럽
- 독일
- 프랑스
- 영국
- 이탈리아
- 스페인
- 기타 유럽
- 라틴아메리카
- 멕시코
- 브라질
- 중동 및 아프리카
자주 묻는 질문
This report defines End-to-end Autonomous Driving (E2E) as a data-driven intelligent-driving architecture in which a unified deep-learning model (or a tightly coupled set of models) transforms multi-sensor inputs-such as cameras, radar, LiDAR where applicable, localization, and vehicle-state signals-into actionable driving outputs (intent, trajectory, and steering/throttle/brake control) with minimal hand-crafted rules. Performance improves through a closed-loop process of data collection, training, evaluation, and deployment. In industry practice, two major implementation paths are common: Modular E2E, which preserves engineered interfaces to enable staged verification and faster productionization, and Unified (One-piece) E2E, which further consolidates perception/prediction/planning (and sometimes parts of control) into a single policy network.
The global E2E Autonomous Driving market is projected to grow from US$ 1,511.61 million in 2024 to US$ 74,761.67 million by 2035. The period 2024-2028 represents a rapid commercialization and scaling phase, expanding from US$ 1,511.61 million to US$ 19,042.39 million. From 2028 to 2035, the market is expected to increase from US$ 19,042.39 million to US$ 74,761.67 million, implying a CAGR of 21.58% over 2028-2035.
A structural value shift is underway from hardware-led early deployments toward a higher software-and-service mix. Hardware-on-board compute, sensing suites, domain controllers, and system integration-remains the largest revenue component through the forecast horizon, but its share declines as software and service monetization expands. Software & Services-including E2E model development and licensing, OTA feature enablement, validation and safety toolchains, data operations, cloud support, and lifecycle services-rises steadily as deployments scale and functional upgrades become a recurring revenue lever.
By application, passenger vehicles remain the primary revenue base, while commercial vehicles gain share over time due to stronger utilization and cost-per-mile economics. By 2035, passenger-vehicle E2E revenue is projected at US$ 56,362.82 million (75.39%), while commercial-vehicle E2E revenue reaches US$ 18,398.85 million (24.61%). This reflects broad passenger-vehicle penetration via production-grade L2/L2+ packaging and OTA-driven feature expansion, alongside accelerating commercial adoption as fleet toolchains, route-scale deployment, and auditable safety cases mature.
Regionally, Asia-Pacific is expected to remain the largest market and continue increasing its share, reaching US$ 38,165.50 million (51.05%) by 2035, followed by North America at US$ 22,271.57 million (29.79%) and Europe at US$ 12,253.66 million (16.39%). Latin America and the Middle East & Africa together account for roughly 2.77% by 2035.
The competitive landscape spans OEMs, autonomous-driving technology providers, and robotaxi/operational players. As E2E transitions from "capability demonstration" to scalable delivery, differentiation increasingly depends on long-tail data-loop efficiency, compute and cost engineering, validation and safety toolchains, auditable compliance, and sustainable monetization models. The study combines extensive primary and secondary research and validates market sizing using both bottom-up and top-down methods; secondary research includes company financial reports and industry sources, while primary research consists of interviews with experienced front-line staff, directors, CEOs, and commercial leaders to verify splits, market shares, growth rates, and segment assumptions.
The report will help the End-to-end Autonomous Driving companies, new entrants, and industry chain related companies in this market with information on the revenues for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.
Market Segmentation
By Company
- Tesla
- Nullmax
- XPeng Inc.
- Huawei
- NIO
- Li Auto Inc.
- BYD
- Zeekr (Geely Global)
- DeepRoute.ai
- Horizon
- ZYT Technology
- Momenta
- SenseTime
- CHERY
- Xiaomi
- GAC Group
- Apollo (Baidu Apollo Go)
- Waymo
- Wayve
- Aurora
- Comma.ai
Segment by Type
- Hardware
- Software & Services
Segment by Application
- Passenger Vehicle
- Commercial Vehicles
Segment by Region
- North America
- U.S.
- Canada
- Asia-Pacific
- China
- Japan
- South Korea
- Europe
- Germany
- France
- U.K.
- Italy
- Spain
- Rest of Europe
- Latin America
- Mexico
- Brazil
- Middle East & Africa
Chapter Outline
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by Type, by Application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter 2: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter 3: Detailed analysis of End-to-end Autonomous Driving company competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 5: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 6, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.
Chapter 11: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 12: The main points and conclusions of the report.
Table of Contents
1 Report Overview
- 1.1 Study Scope
- 1.2 Market Analysis by Type
- 1.2.1 Global End-to-end Autonomous Driving Market Size Growth Rate by Type: 2024 vs 2028 vs 2035
- 1.2.2 Hardware
- 1.2.3 Software & Services
- 1.3 Market by Application
- 1.3.1 Global End-to-end Autonomous Driving Market Growth by Application: 2024 VS 2028 VS 2035
- 1.3.2 Passenger Vehicle
- 1.3.3 Commercial Vehicles
- 1.4 Assumptions and Limitations
- 1.5 Study Objectives
- 1.6 Years Considered
2 Global Growth Trends
- 2.1 Global End-to-end Autonomous Driving Market Perspective (2024-2035)
- 2.2 Global End-to-end Autonomous Driving Growth Trends by Region
- 2.2.1 Global End-to-end Autonomous Driving Market Size by Region: 2024 VS 2028 VS 2035
- 2.2.2 End-to-end Autonomous Driving Historic Market Size by Region (2024-2029)
- 2.2.3 End-to-end Autonomous Driving Forecasted Market Size by Region (2030-2035)
- 2.3 End-to-end Autonomous Driving Market Dynamics
- 2.3.1 End-to-end Autonomous Driving Industry Trends
- 2.3.2 End-to-end Autonomous Driving Market Drivers
- 2.3.3 End-to-end Autonomous Driving Market Challenges
- 2.3.4 End-to-end Autonomous Driving Market Restraints
3 Competition Landscape by Key Players
- 3.1 Global Top End-to-end Autonomous Driving Players by Revenue
- 3.1.1 Global Top End-to-end Autonomous Driving Players by Revenue (2024-2027)
- 3.1.2 Global End-to-end Autonomous Driving Revenue Market Share by Players (2024-2027)
- 3.2 Global Top End-to-end Autonomous Driving Players by Company Type and Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
- 3.3 Global End-to-end Autonomous Driving Market Concentration Ratio
- 3.3.1 Global End-to-end Autonomous Driving Market Concentration Ratio (CR5 and HHI)
- 3.3.2 Global Top Top 5 Companies by End-to-end Autonomous Driving Revenue in 2024
- 3.4 Global Key Players of End-to-end Autonomous Driving Head office and Area Served
- 3.5 Global Key Players of End-to-end Autonomous Driving, Product and Application
- 3.6 Mergers & Acquisitions, Expansion Plans
4 End-to-end Autonomous Driving Breakdown Data by Type
- 4.1 Global End-to-end Autonomous Driving Historic Market Size by Type (2024-2029)
- 4.2 Global End-to-end Autonomous Driving Forecasted Market Size by Type (2030-2035)
5 End-to-end Autonomous Driving Breakdown Data by Application
- 5.1 Global End-to-end Autonomous Driving Historic Market Size by Application (2024-2029)
- 5.2 Global End-to-end Autonomous Driving Forecasted Market Size by Application (2030-2035)
6 North America
- 6.1 North America End-to-end Autonomous Driving Market Size (2024-2035)
- 6.2 North America End-to-end Autonomous Driving Market Growth Rate by Country: 2024 VS 2028 VS 2035
- 6.3 North America End-to-end Autonomous Driving Market Size by Country (2024-2029)
- 6.4 North America End-to-end Autonomous Driving Market Size by Country (2030-2035)
- 6.5 United States
- 6.6 Canada
7 Europe
- 7.1 Europe End-to-end Autonomous Driving Market Size (2024-2035)
- 7.2 Europe End-to-end Autonomous Driving Market Growth Rate by Country: 2024 VS 2028 VS 2035
- 7.3 Europe End-to-end Autonomous Driving Market Size by Country (2024-2029)
- 7.4 Europe End-to-end Autonomous Driving Market Size by Country (2030-2035)
- 7.5 Germany
- 7.6 France
- 7.7 U.K.
- 7.8 Italy
- 7.9 Spain
8 Asia-Pacific
- 8.1 Asia-Pacific End-to-end Autonomous Driving Market Size (2024-2035)
- 8.2 Asia-Pacific End-to-end Autonomous Driving Market Growth Rate by Region: 2024 VS 2028 VS 2035
- 8.3 Asia-Pacific End-to-end Autonomous Driving Market Size by Region (2024-2029)
- 8.4 Asia-Pacific End-to-end Autonomous Driving Market Size by Region (2030-2035)
- 8.5 China
- 8.6 Japan
- 8.7 South Korea
9 Latin America
- 9.1 Latin America End-to-end Autonomous Driving Market Size (2024-2035)
- 9.2 Latin America End-to-end Autonomous Driving Market Growth Rate by Country: 2024 VS 2028 VS 2035
- 9.3 Latin America End-to-end Autonomous Driving Market Size by Country (2024-2029)
- 9.4 Latin America End-to-end Autonomous Driving Market Size by Country (2030-2035)
- 9.5 Mexico
- 9.6 Brazil
10 Key Players Profiles
- 10.1 Tesla
- 10.1.1 Tesla Company Details
- 10.1.2 Tesla Business Overview
- 10.1.3 Tesla End-to-end Autonomous Driving Introduction
- 10.1.4 Tesla Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.1.5 Tesla Recent Development
- 10.2 Waymo
- 10.2.1 Waymo Company Details
- 10.2.2 Waymo Business Overview
- 10.2.3 Waymo End-to-end Autonomous Driving Introduction
- 10.2.4 Waymo Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.2.5 Waymo Recent Development
- 10.3 Nullmax
- 10.3.1 Nullmax Company Details
- 10.3.2 Nullmax Business Overview
- 10.3.3 Nullmax End-to-end Autonomous Driving Introduction
- 10.3.4 Nullmax Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.3.5 Nullmax Recent Development
- 10.4 XPeng Inc.
- 10.4.1 XPeng Inc. Company Details
- 10.4.2 XPeng Inc. Business Overview
- 10.4.3 XPeng Inc. End-to-end Autonomous Driving Introduction
- 10.4.4 XPeng Inc. Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.4.5 XPeng Inc. Recent Development
- 10.5 Huawei
- 10.5.1 Huawei Company Details
- 10.5.2 Huawei Business Overview
- 10.5.3 Huawei End-to-end Autonomous Driving Introduction
- 10.5.4 Huawei Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.5.5 Huawei Recent Development
- 10.6 NIO
- 10.6.1 NIO Company Details
- 10.6.2 NIO Business Overview
- 10.6.3 NIO End-to-end Autonomous Driving Introduction
- 10.6.4 NIO Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.6.5 NIO Recent Development
- 10.7 Li Auto Inc.
- 10.7.1 Li Auto Inc. Company Details
- 10.7.2 Li Auto Inc. Business Overview
- 10.7.3 Li Auto Inc. End-to-end Autonomous Driving Introduction
- 10.7.4 Li Auto Inc. Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.7.5 Li Auto Inc. Recent Development
- 10.8 BYD
- 10.8.1 BYD Company Details
- 10.8.2 BYD Business Overview
- 10.8.3 BYD End-to-end Autonomous Driving Introduction
- 10.8.4 BYD Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.8.5 BYD Recent Development
- 10.9 Xiaomi
- 10.9.1 Xiaomi Company Details
- 10.9.2 Xiaomi Business Overview
- 10.9.3 Xiaomi End-to-end Autonomous Driving Introduction
- 10.9.4 Xiaomi Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.9.5 Xiaomi Recent Development
- 10.10 CHERY
- 10.10.1 CHERY Company Details
- 10.10.2 CHERY Business Overview
- 10.10.3 CHERY End-to-end Autonomous Driving Introduction
- 10.10.4 CHERY Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.10.5 CHERY Recent Development
- 10.11 DeepRoute.ai
- 10.11.1 DeepRoute.ai Company Details
- 10.11.2 DeepRoute.ai Business Overview
- 10.11.3 DeepRoute.ai End-to-end Autonomous Driving Introduction
- 10.11.4 DeepRoute.ai Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.11.5 DeepRoute.ai Recent Development
- 10.12 Zeekr (Geely Global)
- 10.12.1 Zeekr (Geely Global) Company Details
- 10.12.2 Zeekr (Geely Global) Business Overview
- 10.12.3 Zeekr (Geely Global) End-to-end Autonomous Driving Introduction
- 10.12.4 Zeekr (Geely Global) Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.12.5 Zeekr (Geely Global) Recent Development
- 10.13 GAC Group
- 10.13.1 GAC Group Company Details
- 10.13.2 GAC Group Business Overview
- 10.13.3 GAC Group End-to-end Autonomous Driving Introduction
- 10.13.4 GAC Group Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.13.5 GAC Group Recent Development
- 10.14 Horizon
- 10.14.1 Horizon Company Details
- 10.14.2 Horizon Business Overview
- 10.14.3 Horizon End-to-end Autonomous Driving Introduction
- 10.14.4 Horizon Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.14.5 Horizon Recent Development
- 10.15 Momenta
- 10.15.1 Momenta Company Details
- 10.15.2 Momenta Business Overview
- 10.15.3 Momenta End-to-end Autonomous Driving Introduction
- 10.15.4 Momenta Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.15.5 Momenta Recent Development
- 10.16 ZYT Technology
- 10.16.1 ZYT Technology Company Details
- 10.16.2 ZYT Technology Business Overview
- 10.16.3 ZYT Technology End-to-end Autonomous Driving Introduction
- 10.16.4 ZYT Technology Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.16.5 ZYT Technology Recent Development
- 10.17 SenseTime
- 10.17.1 SenseTime Company Details
- 10.17.2 SenseTime Business Overview
- 10.17.3 SenseTime End-to-end Autonomous Driving Introduction
- 10.17.4 SenseTime Recent Development
- 10.18 Apollo
- 10.18.1 Apollo Company Details
- 10.18.2 Apollo Business Overview
- 10.18.3 Apollo End-to-end Autonomous Driving Introduction
- 10.18.4 Apollo Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.18.5 Apollo Recent Development
- 10.19 Wayve
- 10.19.1 Wayve Company Details
- 10.19.2 Wayve Business Overview
- 10.19.3 Wayve End-to-end Autonomous Driving Introduction
- 10.19.4 Wayve Recent Development
- 10.20 Aurora
- 10.20.1 Aurora Company Details
- 10.20.2 Aurora Business Overview
- 10.20.3 Aurora End-to-end Autonomous Driving Introduction
- 10.20.4 Aurora Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.20.5 Aurora Recent Development
- 10.21 Comma.ai
- 10.21.1 Comma.ai Company Details
- 10.21.2 Comma.ai Business Overview
- 10.21.3 Comma.ai End-to-end Autonomous Driving Introduction
- 10.21.4 Comma.ai Revenue in End-to-end Autonomous Driving Business (2024-2027f)
- 10.21.5 Comma.ai Recent Development
11 Analyst's Viewpoints/Conclusions
12 Appendix
- 12.1 Research Methodology
- 12.1.1 Methodology/Research Approach
- 12.1.2 Data Source
- 12.2 Author Details
- 12.3 Disclaimer
