공유형 자율주행 모빌리티 시장 예측(-2034년) : 서비스 유형별, 차종, 추진 방식, 자동화 레벨, 용도, 최종사용자, 지역별 세계 분석

According to Stratistics MRC, the Global Shared Autonomous Mobility Market is accounted for $7.6 billion in 2026 and is expected to reach $74.3 billion by 2034, growing at a CAGR of 33.0% during the forecast period. Shared autonomous mobility refers to the integration of autonomous vehicle technology with shared mobility services, enabling on-demand, self-driving transportation solutions for passengers and goods. This mobility paradigm encompasses various service types including ride-hailing, ride-sharing, robotaxi services, autonomous shuttle services, autonomous car rental, and mobility-as-a-service platforms. Shared autonomous mobility leverages advanced technologies including artificial intelligence, sensor fusion, connectivity, and cloud computing to enable safe, efficient, and accessible transportation.

Market Dynamics:

Driver:

Advancements in autonomous driving technology and growing urbanization

The rapid advancement of autonomous driving technology and increasing urbanization serve as primary catalysts for the shared autonomous mobility market. Autonomous vehicle technology has progressed significantly, with Level 4 and Level 5 autonomous capabilities becoming increasingly viable for commercial deployment. Urban populations continue to grow, creating demand for efficient, accessible, and sustainable transportation solutions. Shared autonomous mobility addresses urban transportation challenges by reducing private vehicle ownership, optimizing vehicle utilization, and improving traffic efficiency. The convergence of autonomous technology with shared mobility platforms enables new transportation paradigms that offer convenience, affordability, and accessibility, driving market growth across urban and suburban environments.

Restraint:

High development costs and regulatory challenges

The shared autonomous mobility market faces significant challenges from high development costs and complex regulatory requirements that can slow commercialization. Developing autonomous vehicle technology requires substantial investment in research, development, testing, and validation. The complexity of ensuring safe autonomous operation across diverse driving conditions and environments adds to development costs. Additionally, establishing regulatory frameworks for autonomous vehicle deployment involves complex safety standards, liability considerations, and operational requirements. Navigating varying regulations across regions and jurisdictions presents challenges for market expansion. These development and regulatory challenges can delay commercialization and limit market growth.

Opportunity:

Growing demand for sustainable and accessible transportation

The increasing demand for sustainable, accessible, and efficient transportation solutions presents significant opportunities for shared autonomous mobility providers. Autonomous electric vehicles offer sustainable transportation options that reduce emissions and environmental impact. Shared autonomous mobility services can improve accessibility for elderly, disabled, and underserved populations by providing on-demand transportation options. The integration of shared autonomous mobility with public transit systems enables seamless first-mile and last-mile connectivity. As cities focus on sustainability and accessibility in transportation planning, the demand for shared autonomous mobility solutions that address these priorities continues to grow.

Threat:

Public acceptance and safety concerns

The shared autonomous mobility market faces significant threats from public acceptance challenges and safety concerns that can impact adoption and deployment. Public skepticism about autonomous vehicle safety, particularly following incidents involving autonomous vehicles, can slow market acceptance. Concerns about cybersecurity, data privacy, and system reliability affect consumer confidence in autonomous mobility services. Additionally, the transition from traditional transportation to autonomous mobility raises questions about job displacement and social impacts. Building public trust through transparent safety testing, clear communication, and demonstrated reliability is essential but challenging for the industry.

Covid-19 Impact:

The COVID-19 pandemic had a mixed impact on the shared autonomous mobility market, initially causing disruption through reduced mobility demand and service suspensions, but ultimately accelerating interest in autonomous and contactless transportation solutions. The pandemic highlighted the importance of safe, hygienic transportation options, increasing interest in autonomous vehicles that minimize human contact. The emphasis on supply chain resilience and contactless delivery services increased interest in autonomous delivery and logistics applications. As mobility demand recovered, the focus on autonomous mobility solutions for safe, efficient transportation continued to grow, supporting market development and investment.

The ride-hailing segment is expected to be the largest during the forecast period

The ride-hailing segment is expected to account for the largest market share during the forecast period, driven by the widespread adoption of on-demand mobility services and the potential for autonomous vehicles to transform traditional ride-hailing business models. Ride-hailing platforms provide convenient, on-demand transportation services that align well with autonomous vehicle technology. The elimination of driver costs through autonomous operation enables more competitive pricing and expanded service availability. The established user base and operational infrastructure of ride-hailing platforms support the transition to autonomous mobility.

The robotaxi services segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the robotaxi services segment is predicted to witness the highest growth rate, driven by the commercial deployment of fully autonomous ride-hailing services in urban environments and the potential for significant cost reductions compared to traditional taxi and ride-hailing services. Robotaxi services eliminate driver costs, enabling more affordable transportation options while maintaining convenience and accessibility. The expansion of robotaxi pilots and commercial deployments in cities worldwide supports segment growth.

Region with largest share:

During the forecast period, the North America region is expected to hold the largest market share, driven by the presence of major autonomous vehicle technology companies, significant investment in autonomous mobility development, and early commercial deployments of shared autonomous services. The region's strong focus on technology innovation and mobility transformation supports shared autonomous mobility adoption. Additionally, a mature technology ecosystem, substantial research and development investments, and supportive regulatory frameworks contribute to the high adoption rate in this region.

Region with highest CAGR:

Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by rapid urbanization, increasing demand for efficient mobility solutions, significant government support for autonomous vehicle development, and large population centers creating substantial addressable markets across countries like China, Japan, South Korea, India, and Singapore. The region's large urban populations and growing mobility needs create substantial demand for shared autonomous mobility services. The region's technology leadership and innovation in mobility solutions accelerate shared autonomous mobility adoption.

Key players in the market

Some of the key players in Shared Autonomous Mobility Market include Waymo LLC, Uber Technologies Inc., Lyft Inc., Baidu Inc., WeRide Inc., Pony AI Inc., Zoox Inc., Tesla Inc., Motional Inc., May Mobility Inc., EasyMile SAS, Mobileye Global Inc., AutoX Inc., MOIA GmbH, and DiDi Autonomous Driving.

Key Developments:

In March 2025, Waymo announced the expansion of its robotaxi services to new cities, featuring enhanced autonomous driving capabilities and improved passenger experience. The expansion demonstrates the scalability of autonomous ride-hailing operations and the maturation of autonomous vehicle technology.

In February 2025, Baidu announced the deployment of a new generation of autonomous vehicles for its robotaxi fleet, featuring advanced sensor technology and improved autonomous driving capabilities. The deployment expands autonomous mobility services across major Chinese cities.

Service Types Covered:

• Ride-Hailing
• Ride-Sharing/Carpooling
• Robotaxi Services
• Autonomous Shuttle Services
• Autonomous Car Rental
• Mobility-as-a-Service (MaaS)

Vehicle Types Covered:

• Passenger Cars
• Vans
• Shuttles
• Buses
• Pod Vehicles

Propulsion Types Covered:

• Battery Electric Vehicles (BEV)
• Hybrid Electric Vehicles (HEV)
• Plug-in Hybrid Electric Vehicles (PHEV)
• Fuel Cell Electric Vehicles (FCEV)
• Internal Combustion Engine (ICE)

Levels of Automation Covered:

• Level 3 (Conditional Automation)
• Level 4 (High Automation)
• Level 5 (Full Automation)

Applications Covered:

• Urban Mobility
• Airport Transportation
• Campus Mobility
• Corporate Transportation
• Public Transit Integration
• Tourism & Hospitality
• Last-Mile Connectivity

End Users Covered:

• Individual Consumers
• Corporate Enterprises
• Government & Municipal Authorities
• Public Transportation Agencies
• Educational Institutions
• Tourism & Hospitality Operators

Regions Covered:

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Netherlands
  • Belgium
  • Sweden
  • Switzerland
  • Poland
  • Rest of Europe
• Asia Pacific
  • China
  • Japan
  • India
  • South Korea
  • Australia
  • Indonesia
  • Thailand
  • Malaysia
  • Singapore
  • Vietnam
  • Rest of Asia Pacific
• South America
  • Brazil
  • Argentina
  • Colombia
  • Chile
  • Peru
  • Rest of South America
• Rest of the World (RoW)
  • Middle East
• Saudi Arabia
• United Arab Emirates
• Qatar
• Israel
• Rest of Middle East
  • Africa
• South Africa
• Egypt
• Morocco
• Rest of Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2023, 2024, 2025, 2026, 2027, 2028, 2030, 2032 and 2034
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

• 1.1 Market Snapshot and Key Highlights
• 1.2 Growth Drivers, Challenges, and Opportunities
• 1.3 Competitive Landscape Overview
• 1.4 Strategic Insights and Recommendations

2 Research Framework

• 2.1 Study Objectives and Scope
• 2.2 Stakeholder Analysis
• 2.3 Research Assumptions and Limitations
• 2.4 Research Methodology
  • 2.4.1 Data Collection (Primary and Secondary)
  • 2.4.2 Data Modeling and Estimation Techniques
  • 2.4.3 Data Validation and Triangulation
  • 2.4.4 Analytical and Forecasting Approach

3 Market Dynamics and Trend Analysis

• 3.1 Market Definition and Structure
• 3.2 Key Market Drivers
• 3.3 Market Restraints and Challenges
• 3.4 Growth Opportunities and Investment Hotspots
• 3.5 Industry Threats and Risk Assessment
• 3.6 Technology and Innovation Landscape
• 3.7 Emerging and High-Growth Markets
• 3.8 Regulatory and Policy Environment
• 3.9 Impact of COVID-19 and Recovery Outlook

4 Competitive and Strategic Assessment

• 4.1 Porter's Five Forces Analysis
  • 4.1.1 Supplier Bargaining Power
  • 4.1.2 Buyer Bargaining Power
  • 4.1.3 Threat of Substitutes
  • 4.1.4 Threat of New Entrants
  • 4.1.5 Competitive Rivalry
• 4.2 Market Share Analysis of Key Players
• 4.3 Product Benchmarking and Performance Comparison

5 Global Shared Autonomous Mobility Market, By Service Type

• 5.1 Ride-Hailing
• 5.2 Ride-Sharing/Carpooling
• 5.3 Robotaxi Services
• 5.4 Autonomous Shuttle Services
• 5.5 Autonomous Car Rental
• 5.6 Mobility-as-a-Service (MaaS)

6 Global Shared Autonomous Mobility Market, By Vehicle Type

• 6.1 Passenger Cars
• 6.2 Vans
• 6.3 Shuttles
• 6.4 Buses
• 6.5 Pod Vehicles

7 Global Shared Autonomous Mobility Market, By Propulsion Type

• 7.1 Battery Electric Vehicles (BEV)
• 7.2 Hybrid Electric Vehicles (HEV)
• 7.3 Plug-in Hybrid Electric Vehicles (PHEV)
• 7.4 Fuel Cell Electric Vehicles (FCEV)
• 7.5 Internal Combustion Engine (ICE)

8 Global Shared Autonomous Mobility Market, By Level of Automation

• 8.1 Level 3 (Conditional Automation)
• 8.2 Level 4 (High Automation)
• 8.3 Level 5 (Full Automation)

9 Global Shared Autonomous Mobility Market, By Application

• 9.1 Urban Mobility
• 9.2 Airport Transportation
• 9.3 Campus Mobility
• 9.4 Corporate Transportation
• 9.5 Public Transit Integration
• 9.6 Tourism & Hospitality
• 9.7 Last-Mile Connectivity

10 Global Shared Autonomous Mobility Market, By End User

• 10.1 Individual Consumers
• 10.2 Corporate Enterprises
• 10.3 Government & Municipal Authorities
• 10.4 Public Transportation Agencies
• 10.5 Educational Institutions
• 10.6 Tourism & Hospitality Operators

11 Global Shared Autonomous Mobility Market, By Geography

• 11.1 North America
  • 11.1.1 United States
  • 11.1.2 Canada
  • 11.1.3 Mexico
• 11.2 Europe
  • 11.2.1 United Kingdom
  • 11.2.2 Germany
  • 11.2.3 France
  • 11.2.4 Italy
  • 11.2.5 Spain
  • 11.2.6 Netherlands
  • 11.2.7 Belgium
  • 11.2.8 Sweden
  • 11.2.9 Switzerland
  • 11.2.10 Poland
  • 11.2.11 Rest of Europe
• 11.3 Asia Pacific
  • 11.3.1 China
  • 11.3.2 Japan
  • 11.3.3 India
  • 11.3.4 South Korea
  • 11.3.5 Australia
  • 11.3.6 Indonesia
  • 11.3.7 Thailand
  • 11.3.8 Malaysia
  • 11.3.9 Singapore
  • 11.3.10 Vietnam
  • 11.3.11 Rest of Asia Pacific
• 11.4 South America
  • 11.4.1 Brazil
  • 11.4.2 Argentina
  • 11.4.3 Colombia
  • 11.4.4 Chile
  • 11.4.5 Peru
  • 11.4.6 Rest of South America
• 11.5 Rest of the World (RoW)
  • 11.5.1 Middle East
    • 11.5.1.1 Saudi Arabia
    • 11.5.1.2 United Arab Emirates
    • 11.5.1.3 Qatar
    • 11.5.1.4 Israel
    • 11.5.1.5 Rest of Middle East
  • 11.5.2 Africa
    • 11.5.2.1 South Africa
    • 11.5.2.2 Egypt
    • 11.5.2.3 Morocco
    • 11.5.2.4 Rest of Africa

12 Strategic Market Intelligence

• 12.1 Industry Value Network and Supply Chain Assessment
• 12.2 White-Space and Opportunity Mapping
• 12.3 Product Evolution and Market Life Cycle Analysis
• 12.4 Channel, Distributor, and Go-to-Market Assessment

13 Industry Developments and Strategic Initiatives

• 13.1 Mergers and Acquisitions
• 13.2 Partnerships, Alliances, and Joint Ventures
• 13.3 New Product Launches and Certifications
• 13.4 Capacity Expansion and Investments
• 13.5 Other Strategic Initiatives

14 Company Profiles

• 14.1 Waymo LLC
• 14.2 Uber Technologies Inc.
• 14.3 Lyft, Inc.
• 14.4 Baidu, Inc.
• 14.5 WeRide Inc.
• 14.6 Pony AI Inc.
• 14.7 Zoox, Inc.
• 14.8 Tesla, Inc.
• 14.9 Motional, Inc.
• 14.10 May Mobility, Inc.
• 14.11 EasyMile SAS
• 14.12 Mobileye Global Inc.
• 14.13 AutoX Inc.
• 14.14 MOIA GmbH
• 14.15 DiDi Autonomous Driving