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1138443

Robotaxi 市場 - COVID-19 的增長、趨勢、影響、預測（2022-2027 年）

Robo-Taxi Market - Growth, Trends, and Forecasts (2022 - 2027)
出版日期: | 出版商: Mordor Intelligence | 英文 70 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2021 年機器人出租車市場價值 12 億美元，預計 2027 年將增長到 281.1 億美元，預測期內的複合年增長率為 70%。

COVID-19 大流行對所研究的市場產生了重大影響，因為封鎖和貿易限制已導致全球供應鏈中斷和汽車生產停工。由於嚴格的封鎖，幾家公司已經擴大到推出機器人出租車叫車服務。例如，2020 年，Waymo 因封鎖而推遲了叫車服務。然而，隨著法規的放寬，公司開始專注於減輕此類風險和發展，從而在預測期內為市場創造動力。

從中期來看，自動駕駛汽車將越來越多地配備先進的駕駛輔助功能，這在預測期內可能會出現顯著增長。先進駕駛輔助系統 (ADAS) 的技術進步和對多功能係統的日益關注也為公司開發自動駕駛汽車創造了有利可圖的機會。

世界各地的主要城市都面臨著日益嚴重的交通擁堵、污染加劇以及對健康和整體生活質量產生負面影響的問題。對零排放和綠色汽車的需求正在上升，對自動駕駛汽車的需求也在飆升。如今，三大趨勢正在推動汽車行業的轉型變革：零排放汽車、自動駕駛和新型移動模式。自動駕駛出租車、自動零排放車輛體現了所有這三種趨勢，為擁有汽車或使用公共交通工具提供了一種方便和個性化的替代方案，它有可能成為一個有吸引力的選擇。

機器人出租車仍處於試點階段，面臨製造成本高、司機和行人受傷風險、政府監管不力、運營機器人出租車基礎設施不足等挑戰。這些因素可能會阻礙機器人出租車市場的增長。

但機器人出租車也提供了通過減少車輛之間的安全停車距離來顯著增加交通容量的機會。機器人幾乎可以立即做出反應，因此減少強制安全距離同時仍期望更高的安全級別是有意義的。

主要市場趨勢

Robotaxi 吸引了來自世界各地的人們

幾乎每家汽車製造商都在世界各地測試和推出電動或自動駕駛汽車。大多數製造商都在測試自動駕駛出租車，並查看結果和人們的反應。在全球範圍內，人們都在歡迎機器人出租車的概念，技術和汽車製造商也開始著手研究它。Robotaxi 服務提供商正在世界各地推出服務。例如

  • 2022 年 9 月，Cruise 計劃在 2022 年底之前在德克薩斯州奧斯汀和鳳凰城推出商業機器人出租車服務。
  • 2022 年 7 月，Baidu推出了一款可拆卸手柄的新型機器人出租車。我們以比其他出租車票價便宜 50% 的價格提供打車服務。

電動汽車和自動駕駛汽車的增長看起來對市場充滿希望。例如，到 2021 年，乘用車將佔全球電動汽車銷量的 70% 以上。乘用車 SUV 細分市場在過去幾年中持續增長，這不僅受到北美和歐洲需求的推動，也受到亞太地區（尤其是中國）的需求的推動。

沒有汽車的消費者可能會使用基於自動駕駛汽車的移動服務，而不是傳統的汽車和公共交通。大約 45% 不能開車的人願意使用自動駕駛出租車作為傳統公共交通工具的替代品。近 25% 的人還認為他們將使用機器人出租車而不是傳統的出租車。

但車主要想改用自動駕駛出租車，他們至少必須確信自動駕駛出租車在獨立性、舒適性和便利性等關鍵領域與體驗相匹配。

如果機器人出租車被認為比汽車更方便，那麼使用汽車的交通需求將會增加。

機器人出租車在歐洲成為主流

自動駕駛出租車市場預計將由歐洲主導，其次是中國和美國。歐洲是提供先進移動技術和支撐機器人出租車市場基礎設施的關鍵地區。

許多從事自動駕駛出租車的車隊運營商從各個角度都發現了有利的商業環境，包括該地區支持環保車輛技術的監管框架。

在歐洲地區開展業務的幾家主要參與者正在該地區推出新的自動駕駛汽車。例如：

  • 2021 年 8 月，Motional 和Hyundai Motor Group推出了基於 IONIQ 5 的機器人出租車。IONIQ 5 是一款 4 級自動駕駛汽車，無需輔助人員即可運行。
  • 2022 年 1 月，General Motors宣布計劃在 2010 年代中期推出“個人自動駕駛汽車”。他補充說，General Motors和 Cruise 已經獲得了重要的技術專長和經驗，並正在努力盡快將零售個人自動駕駛汽車推向市場。

中國也在快速推進其自動駕駛出租車計劃。例如，中國主要出租車公司Didi Chuxing正在開發自動駕駛無人駕駛汽車。它的技術合作夥伴是一家名為 CHJ Auto 的電動汽車初創公司。他們正在研製一種全電動機器人出租車，可以在中國擁擠的大城市中接送乘客，無需司機。

  • 2022 年 7 月，Baidu在中國推出了一項新的自動駕駛出租車服務 Apollo Go。
  • 2021 年 4 月，Toyota在日本推出了新款Lexus LS 和Toyota Mirai，這兩款車型均具有 Advanced Drive Level 2 自動駕駛功能，可幫助保持車道、與其他車輛保持距離並輔助變道。駕駛系統將包括高級駕駛輔助功能，以及Toyota宣布將以 5.5 億美元收購 Lyft 的自動駕駛汽車部門。

競爭格局

機器人出租車市場處於起步階段，運營它的公司數量有限，包括NAVYA、Uber Technologies Inc.、Waymo LLC、EasyMile、Didi Chuxing Technology Co.、AB Volvo、Baidu Inc等。

公司正在建立合作夥伴關係以測試自動駕駛出租車並在競爭中保持領先地位。例如：

  • 2022 年 6 月，Uber Technologies 和 Waymo LLC 建立了長期戰略合作夥伴關係，將自動駕駛卡車解決方案推向市場。
  • 2021 年 7 月，Ford宣布計劃與 Lyft 和 Argo AI 聯合推出自動駕駛車隊。兩家公司還表示，他們計劃到 2022 年底在德克薩斯州奧斯汀開展業務，並在五年內在多個市場擁有約 1,000 輛自動駕駛汽車。

其他福利。

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第 1 章 簡介

  • 調查先決條件
  • 調查範圍

第二章研究方法論

第三章執行摘要

第四章市場動態

  • 市場驅動力
  • 市場製約因素
  • 產業吸引力——波特五力分析
    • 新進入者的威脅
    • 買方/消費者議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭對手之間的競爭

第 5 章市場細分（價值基礎：十億美元）

  • 按自治級別
    • 4級
    • 5級
  • 通過推進
    • 電子車
    • 混合動力汽車
    • 燃料電池汽車
  • 車輛類型
    • 汽車
    • 麵包車/班車
  • 按用途
    • 客運
    • 貨物運輸
  • 按服務類型
    • 出租
    • 車站類型
  • 按地區
    • 北美
      • 美國
      • 加拿大
      • 其他北美
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 意大利
      • 西班牙
      • 歐洲其他地區
    • 亞太地區
      • 中國
      • 日本
      • 印度
      • 亞太其他地區
    • 世界其他地區
      • 南美洲
      • 中東/非洲

第 6 章 競爭格局

  • 供應商市場份額
  • 公司簡介
    • NAVYA SA
    • Waymo LLC
    • Uber Technologies Inc.
    • EasyMile
    • Didi Chuxing Technology Co
    • AB Volvo
    • Baidu Inc
    • GM Cruise
    • MOIA
    • APTIV PLC
    • ZF Friedrichshafen AG
    • AutoX Inc.
    • Tesla Inc.

第七章市場機會與未來趨勢

簡介目錄
Product Code: 67287

The Robo-taxi market was valued at USD 1.2 Billion in 2021 and is projected to grow to USD 28.11 Billion by 2027, registering a CAGR of 70% during the forecast period.

The COVID-19 pandemic had a massive impact on the market studied as lockdowns and trade restrictions have led to supply chain disruptions and a halt of vehicle production across the world. Due to the strict lockdown, several companies extended to launch Robo-taxi ride-hailing services. For instance, In 2020, Waymo postponed its ride-hailing services due to a lockdown. However, as restrictions eased, players started focusing on mitigating such risks and developments to create momentum in the market during the forecast period.

Over the medium term, the rise in the integration of advanced driver assistance in an autonomous vehicle is likely to witness major growth during the forecast period. Additionally, technological advancements in advanced driver assistance systems and a growing emphasis on multifunctional systems create lucrative opportunities for players to develop autonomous vehicles.

The growing issues of traffic congestion in major cities around the world, increase pollution and adversely impact health and overall quality of life. The demand for zero-emission vehicles or green vehicles is rising, also there is a surge in autonomous cars demand. Currently, three trends are accelerating transformative change in the automotive industry which are zero-emission vehicles, autonomous driving, and new mobility models. Autonomous, zero-emission Robo-taxis embody all three of these trends, offering the potential for convenient, personalized transport as an attractive alternative to owning a car or using public transport.

Robo-taxis are still in testing phases and carries the baggage of challenges which includes, high manufacturing cost, the risk of injury to drivers and pedestrians, lack of proper government regulations, and inadequate infrastructure for operating Robo-Taxis. These factors are likely to hinder the growth of the robot-taxi market.

However, Robo-taxis also provide an opportunity to significantly increase traffic capacity by reducing safe stopping distances between cars. As robots can react almost instantly, it is reasonable to reduce the enforced safe distance while still expecting higher safety levels.

Key Market Trends

Robo-Taxis Are Attracting People Around the World

Almost all vehicle manufacturers are testing and launching electric and autonomous vehicles around the world. The majority of the manufacturers are testing autonomous taxis for seeing the results and responses of people. Globally, people are welcoming the Robo-taxi concept based on which the technology and vehicle manufacturing companies have started working on it. Several Robo taxi service providers are launching their services across the globe. For instance,

  • In September 2022, Cruise will launch commercial robotaxi services in Austin, Texas, and Phoenix by the end of the year 2022.
  • In July 2022, Baidu launched a new Robo-taxi that comes with a detachable steering wheel. The company offers ride-hailing service for 50% less than other taxi fares.

The growth of electric mobility and autonomous cars is likely to create a positive outlook for the market. For instance, Passenger cars contributed to more than 70% of the global EV sales in 2021. The SUV segment in passenger cars has been witnessing growth for the past few years, owing to the demand not only from North America and Europe but also from Asia-Pacific (Especially China).

Consumers without cars would be likely to use autonomous vehicle-based mobility services to replace journeys by both conventional cars and public transport. Approximately 45% of people without regular access to cars are ready to use Robo-taxis instead of conventional public transport. Nearly 25% of people would use Robo-taxis instead of conventional taxis.

However, for car owners to switch to Robo-taxis, they would need to be convinced that Robo-taxis would at least match the experience in the key areas of independence, comfort, and convenience.

As soon as Robo-taxis are perceived as being more convenient than cars which they certainly have the potential to be then the demand for car-based mobility will increase.

Europe is Likely to Dominate the Robo-Taxi Market

The Robo-Taxi market is anticipated to be led by Europe followed by China and the United States respectively. European is the leading region that is providing advanced mobility technology and supportive infrastructure for the Robo-taxi market.

Majority of the fleet- operators who are working on Robo-taxi have found favorable business environments from all the perspectives such as regulatory frameworks that support environment-driven vehicle technologies in the region.

Several key players operating in the Europe region are launching new autonomous vehicles in the region. For instance,

  • In August 2021, Motional and Hyundai Motor Group launched IONIQ 5-based robotaxi. IONIQ 5 is a Level 4 autonomous vehicle that can operate without a driver.
  • In January 2022, General Motors Co. announced that it is planning to introduce a "personal autonomous vehicle" by mid-decade. It further stated that GM and Cruise are gaining significant technological expertise and experience and are working to be the fastest to market with a retail personal autonomous vehicle.

China is also rapidly working on the Robo-taxi concept. For Instance, Didi Chuxing, China's leading taxi service providing company is developing autonomous driverless cars. Its technology partner is an electric car startup called CHJ Auto. Together they are working to create an all-electric robotaxi that can shuttle passengers around China's crowded megacities with no drivers at all.

  • In July 2022, Baidu introduced a new self-driving taxi service Apollo Go in China.
  • In April 2021, Toyota Motor Corp. unveiled in Japan new versions of the Lexus LS and Toyota Mirai, both equipped with Advanced Drive features a Level 2 autonomous system that helps keep the car in its lane, maintains the distance from other vehicles, and assists with lane changes and advanced-driver assistance and Toyota has also announced the purchase of Lyft's autonomous car division for USD 550 million.

Competitive Landscape

The Robo-taxi Market is in a nascent stage due to the market has a limited number of players who are operating which includes NAVYA, Uber Technologies Inc., Waymo LLC, EasyMile, Didi Chuxing Technology Co., AB Volvo, Baidu Inc., and others.

The companies are testing Robo-taxis and making partnerships so that they can be ahead of the competition. For instance,

  • In June 2022, Uber Technologies and Waymo LLC signed a long-term, strategic partnership to bring autonomous trucking solutions to market.
  • In July 2021, Ford announced its plans of launching an autonomous vehicle fleet with Lyft and Argo AI. These companies further stated that they are planning to expand to Austin, Texas, by end of 2022 and roll out about 1,000 self-driving cars in multiple markets within five years.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Drivers
  • 4.2 Market Restraints
  • 4.3 Industry Attractiveness - Porter's Five Force Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION (Market Size by Value - USD Billion)

  • 5.1 By Level of Autonomy
    • 5.1.1 Level 4
    • 5.1.2 Level 5
  • 5.2 By Propulsion
    • 5.2.1 Electric Vehicles
    • 5.2.2 Hybrid Vehicles
    • 5.2.3 Fuel Cell Electric Vehicles
  • 5.3 By Vehicle
    • 5.3.1 Car
    • 5.3.2 Van/Shuttle
  • 5.4 By Application
    • 5.4.1 Passenger Transportation
    • 5.4.2 Goods Transportation
  • 5.5 By Service Type
    • 5.5.1 Rental-Based
    • 5.5.2 Station-Based
  • 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 Europe
      • 5.6.2.1 Germany
      • 5.6.2.2 United Kingdom
      • 5.6.2.3 France
      • 5.6.2.4 Italy
      • 5.6.2.5 Spain
      • 5.6.2.6 Rest of Europe
    • 5.6.3 Asia Pacific
      • 5.6.3.1 China
      • 5.6.3.2 Japan
      • 5.6.3.3 India
      • 5.6.3.4 Rest of Asia-Pacific
    • 5.6.4 Rest of the World
      • 5.6.4.1 South America
      • 5.6.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share**
  • 6.2 Company Profiles
    • 6.2.1 NAVYA SA
    • 6.2.2 Waymo LLC
    • 6.2.3 Uber Technologies Inc.
    • 6.2.4 EasyMile
    • 6.2.5 Didi Chuxing Technology Co
    • 6.2.6 AB Volvo
    • 6.2.7 Baidu Inc
    • 6.2.8 GM Cruise
    • 6.2.9 MOIA
    • 6.2.10 APTIV PLC
    • 6.2.11 ZF Friedrichshafen AG
    • 6.2.12 AutoX Inc.
    • 6.2.13 Tesla Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS