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市場調查報告書
商品編碼
1771655

美國自動駕駛計程車市場規模、佔有率和趨勢分析報告，按推進類型、組件類型、自主程度、車輛類型、服務類型、應用、細分預測，2025 年至 2030 年

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
出版日期: | 出版商: Grand View Research | 英文 130 Pages | 商品交期: 2-10個工作天內

價格

美國自動駕駛計程車市場規模與趨勢：

預計 2024 年美國自動駕駛計程車市場價值將達到 4.5 億美元，2025 年至 2030 年的複合年成長率將達到 74.6%。

美國自動駕駛計程車產業的發展受到舊金山、洛杉磯、奧斯汀和鳳凰城等大都會圈先鋒城市政策舉措的推動。這些城市處於智慧交通實驗的前沿，地方政府積極試行自動駕駛出行區、擁塞定價模式以及自動駕駛汽車專用分區規範。市政府也與旅遊科技公司直接夥伴關係，共同發展符合當地永續性和交通管理目標的營運架構。這種分散式、城市主導的自動駕駛汽車應用模式在美國獨樹一幟，正在加速自動駕駛計程車服務在人口密集的城市走廊的商業部署。

與許多其他國家不同，美國自動駕駛計程車市場受益於競爭激烈的創新生態系統，這得益於資金雄厚的科技巨頭和充滿活力的新興企業文化。 Waymo、Cruise、Zoox（亞馬遜）和 Aurora 等公司正在利用雄厚的資本、專有技術堆疊和本地測試許可，快速迭代和完善其自動駕駛叫車平台。同時，一些規模較小的新興企業正在地圖繪製、安全軟體和自動駕駛車隊管理等領域開拓利基創新。美國的科技中心，尤其是加州和德克薩斯州，擁有高度集中的智慧財產權、創業投資資金和人才，確保了持續的創新，從而推動自動駕駛計程車市場向前發展。

在美國，優步和來福車等大型叫車公司正在策略性地將自動駕駛計程車納入其平台，方式包括內部開發或與自動駕駛公司合作。這種整合將帶來無縫的用戶體驗，並簡化現有叫車用戶的過渡。此外，自動駕駛計程車訂閱和捆綁式旅遊套餐等新經營模式正在美國部分市場進行測試。這些模式採用固定費率或按使用量計費，確保都市區通勤者的可預測性和可負擔性，標誌著從按次計費向基於服務的合約計費的轉變。

勞動市場的動態是美國自動駕駛計程車普及的獨特驅動力。持續的共乘和計程車駕駛人短缺，以及加州和紐約州等州工資上漲和就業法規的不斷完善，正促使營運商和出行公司加速向自動化轉型。自動駕駛計程車透過消除與駕駛員相關的營運成本和複雜的合規性，提供了極具吸引力的替代方案。這些以勞動力為中心的成本壓力在城市中心尤其明顯，因為這些城市對全天候出行服務的需求很高，而無人駕駛車隊的成本效益能夠帶來巨大的利潤。

美國保險業在推動自動駕駛計程車的普及方面發揮關鍵作用，他們開發了針對自動駕駛汽車的創新承保模式和責任框架。保險公司正在利用遠端資訊處理數據、自動駕駛汽車模擬平台和行為人工智慧來評估風險，並為自動駕駛計程車車隊制定客製化的保單。州一級的監管靈活性允許嘗試其他保險模式，例如基於使用量的定價和按車隊級別承保。美國保險公司的這種積極主動的適應措施降低了自動駕駛計程車可擴展性的主要商業性障礙之一，為投資和車隊擴張創造了更安全的環境。

目錄

第1章調查方法與範圍

第2章執行摘要

第3章美國Robotaxi 市場變數、趨勢與範圍

  • 市場展望
  • 市場動態
    • 市場促進因素分析
    • 市場限制因素分析
    • 產業挑戰
  • 美國Robotaxi市場分析工具
    • 產業分析-波特五力分析
    • PESTEL分析

第4章美國自動駕駛計程車市場：推進類型評估與趨勢分析

  • 細分儀表板
  • 美國自動駕駛計程車市場：2024 年和 2030 年推進類型變化分析
  • 電動車
  • 油電混合車
  • 燃料電池汽車

第5章美國Robotaxi 市場：零件類型估價與趨勢分析

  • 細分儀表板
  • 美國自動駕駛計程車市場：2024 年和 2030 年零件類型變化分析
  • LiDAR
  • 雷達
  • 相機
  • 感應器

第6章美國自動駕駛計程車市場：自主性水準評估與趨勢分析

  • 細分儀表板
  • 美國自動駕駛計程車市場：2024 年和 2030 年自動駕駛水平變化分析
  • 4級
  • 5級

第7章美國Robotaxi市場：車型預估及趨勢分析

  • 細分儀表板
  • 美國自動駕駛計程車市場：2024 年和 2030 年車型變化分析
  • 車
  • 接駁車/麵包車

第8章美國Robotaxi 市場：服務類型評估與趨勢分析

  • 細分儀表板
  • 美國自動駕駛計程車市場：2024 年和 2030 年服務類型變化分析
  • 汽車租賃
  • 接駁車/麵包車

第9章美國Robotaxi市場：應用評估與趨勢分析

  • 細分儀表板
  • 美國自動駕駛計程車市場：2024 年和 2030 年應用趨勢分析
  • 乘客
  • 商品

第10章 競爭格局

  • 公司分類
  • 公司市場定位
  • 公司熱圖分析
  • 公司簡介/上市公司
    • Waymo LLC
    • Cruise LLC
    • Tesla Inc.
    • Aptiv
    • Uber Technologies Inc.
    • Lyft, Inc.
    • Zoox, Inc.
    • Aurora Operations, Inc.
    • Nuro
    • Gatik
Product Code: GVR-4-68040-618-1

U.S. Robo Taxi Market Size & Trends:

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

Table of Contents

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

List of Tables

  • Table 1 U.S. Robo Taxi Market size estimates & forecasts 2018 - 2030 (USD Million)
  • Table 2 U.S. Robo Taxi Market, by Propulsion Type, 2018 - 2030 (USD Million)
  • Table 3 U.S. Robo Taxi Market, By Component Type, 2018 - 2030 (USD Million)
  • Table 4 U.S. Robo Taxi Market, by Level of Autonomy, 2018 - 2030 (USD Million)
  • Table 5 U.S. Robo Taxi Market, by Vehicle Type, 2018 - 2030 (USD Million)
  • Table 6 U.S. Robo Taxi Market, by Service Type, 2018 - 2030 (USD Million)
  • Table 7 U.S. Robo Taxi Market, by Application, 2018 - 2030 (USD Million)
  • Table 8 Electric Vehicles Market, by Region, 2018 - 2030 (USD Million)
  • Table 9 Hybrid Electric Vehicles Market, by Region, 2018 - 2030 (USD Million)
  • Table 10 Fuel Cell Vehicles Market, by Region, 2018 - 2030 (USD Million)
  • Table 11 LiDAR Market, by Region, 2018 - 2030 (USD Million)
  • Table 12 Radar Market, by Region, 2018 - 2030 (USD Million)
  • Table 13 Camera Market, by Region, 2018 - 2030 (USD Million)
  • Table 14 Sensors Market, by Region, 2018 - 2030 (USD Million)
  • Table 15 Level 4 Market, by Region, 2018 - 2030 (USD Million)
  • Table 16 Level 5 Market, by Region, 2018 - 2030 (USD Million)
  • Table 17 Cars Market, by Region, 2018 - 2030 (USD Million)
  • Table 18 Shuttles/Vans Market, by Region, 2018 - 2030 (USD Million)
  • Table 19 Car Rental Market, by Region, 2018 - 2030 (USD Million)
  • Table 20 Station-based Market, by Region, 2018 - 2030 (USD Million)
  • Table 21 Passenger Market, by Region, 2018 - 2030 (USD Million)
  • Table 22 Goods Market, by Region, 2018 - 2030 (USD Million)

List of Figures

  • Fig. 1 U.S. Robo Taxi Market segmentation
  • Fig. 2 Market research deployment mode
  • Fig. 3 Information procurement
  • Fig. 4 Primary research pattern
  • Fig. 5 Market research approaches
  • Fig. 6 Value chain-based sizing & forecasting
  • Fig. 7 Parent market analysis
  • Fig. 8 Market formulation & validation
  • Fig. 9 U.S. Robo Taxi Market snapshot
  • Fig. 10 U.S. Robo Taxi Market segment snapshot
  • Fig. 11 U.S. Robo Taxi Market competitive landscape snapshot
  • Fig. 12 Market research deployment mode
  • Fig. 13 Market driver relevance analysis (Current & future impact)
  • Fig. 14 Market restraint relevance analysis (Current & future impact)
  • Fig. 15 U.S. Robo Taxi Market: Propulsion Type outlook key takeaways (USD Million)
  • Fig. 16 U.S. Robo Taxi Market: Propulsion Type movement analysis 2024 & 2030 (USD Million)
  • Fig. 17 Electric Vehicles market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 18 Hybrid Electric Vehicles market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 19 Fuel Cell Vehicles market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 20 U.S. Robo Taxi Market: Component Type outlook key takeaways (USD Million)
  • Fig. 21 U.S. Robo Taxi Market: Component Type movement analysis 2024 & 2030 (USD Million)
  • Fig. 22 LiDAR market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 23 Radar market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 24 Camera market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 25 Sensors market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 26 U.S. Robo Taxi Market: Level of Autonomy outlook key takeaways (USD Million)
  • Fig. 27 U.S. Robo Taxi Market: Level of Autonomy movement analysis 2024 & 2030 (USD Million)
  • Fig. 28 Level 4 market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 29 Level 5 market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 30 U.S. Robo Taxi Market: Vehicle Type outlook key takeaways (USD Million)
  • Fig. 31 U.S. Robo Taxi Market: Vehicle Type movement analysis 2024 & 2030 (USD Million)
  • Fig. 32 Cars market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 33 Shuttles/Vans market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 34 U.S. Robo Taxi Market: Service Type outlook key takeaways (USD Million)
  • Fig. 35 U.S. Robo Taxi Market: Service Type movement analysis 2024 & 2030 (USD Million)
  • Fig. 36 Car Rental market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 37 Station-based market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 38 U.S. Robo Taxi Market: Application outlook key takeaways (USD Million)
  • Fig. 39 U.S. Robo Taxi Market: Application movement analysis 2024 & 2030 (USD Million)
  • Fig. 40 Passenger market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 41 Goods market revenue estimates and forecasts, 2018 - 2030 (USD Million)
  • Fig. 42 Strategy framework
  • Fig. 43 Company Categorization