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市場調查報告書
商品編碼
2037404
智慧運輸自動化市場預測至2034年-全球解決方案、類型、車輛類型、自動駕駛等級、服務、應用、最終使用者和區域分析Smart Mobility Automation Market Forecasts to 2034 - Global Analysis By Solution, Type, Vehicle Type, Autonomy Level, Service, Application, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球智慧運輸自動化市場規模將達到 224 億美元,並在預測期內以 24.4% 的複合年成長率成長,到 2034 年將達到 1,286 億美元。
借助雷射雷達和雷達感測、車聯網(V2X)通訊、人工智慧導航演算法、高精度地圖繪製和5G連接,智慧運輸自動化將交通基礎設施轉變為一個自組織、數據驅動的出行生態系統。這不僅提高了都市區和商用車輛交通網路的可及性和通行能力,還有助於減少擁塞、排放氣體、事故率和運輸成本。
都市區擁擠和物流效率面臨的挑戰
都市區密度加速成長導致交通堵塞、經濟損失和「最後一公里」物流效率低下,促使市政當局和商業出行營運商投資智慧運輸自動化平台,以動態最佳化交通流量、實現高效的自主貨運配送,並透過出行即服務(MaaS)平台協作創建一體化的多模態出行方案。據報道,都市區堵塞造成的經濟損失每年在主要大都會圈超過數千億美元,這為政府基礎架構層和私人商業運營商投資智慧運輸提供了充分的理由。
自動駕駛汽車監管認證的複雜性
自動駕駛汽車的監管和認證框架複雜且分散,各國乃至各地方政府的規定各不相同,這需要進行大量的安全檢驗測試,遵守營運區域限制,並建立保險責任框架。這導致商業部署計劃的不確定性,並增加了合規方面的投資義務。因此,在法規結構未能跟上技術發展的市場,自動駕駛汽車的部署速度遠低於技術實用化水準。
自主貨運和最後一公里配送的規模
商用自動駕駛車輛在貨運、樞紐物流和末端配送的應用,是自動駕駛車輛商業性化程度最高的應用領域。由於營運區域僅限於特定路線和受控環境,監管的複雜性有所降低,這使得自動駕駛車輛的商業部署比乘用車(AV)應用更早,並為物流運營商在提高運輸效率和降低成本方面創造了顯著價值。
自動駕駛汽車事故中的責任問題正引起人們的注意。
涉及自動駕駛汽車的事故若獲得媒體的廣泛報道,會削弱公眾信任並引發監管部門的應對措施。這可能導致進一步的營運限制和停飛要求,從而大幅延緩商用自動駕駛汽車的部署計畫。這加劇了投資者對自動駕駛汽車專案能否實現財務回報的不確定性,而自動駕駛技術公司在重大安全事故發生後的漫長監管恢復期內也將面臨資金籌措挑戰。
新冠疫情導致大眾運輸客流量下降,加速了人們對替代性個人交通方式的探索,使得自動駕駛個人出行方式在後疫情交通途徑日益受到青睞。疫情時代對智慧城市基礎設施的投資,以及電子商務配送需求激增帶來的城市物流自動化迫切需求,都推動了全球智慧運輸自動化市場投資的強勁成長。
在預測期內,交通行動服務(MaaS) 平台細分市場預計將成為最大的細分市場。
預計在預測期內,交通行動服務(MaaS) 平台細分市場將佔據最大的市場佔有率。這是因為該細分市場能夠多模態,這些平台透過共乘、微出行、公共交通和共享業務收益服務為數百萬城市出行用戶提供服務。這些服務共同創造了智慧運輸自動化商業領域最高的總收入。
預計在預測期內,LiDAR和雷達領域將呈現最高的複合年成長率。
在預測期內,LiDAR和雷達領域預計將呈現最高的成長率。這主要得益於固態微機電系統(MEMS)感測器製造技術的快速發展,該技術顯著降低了雷射雷達的成本,從而使大規模生產的自動駕駛汽車能夠以商業性可行的整合成本部署感測器套件。此外,汽車原始設備製造商(OEM)在大規模生產的自動駕駛車型中對LiDAR進行標準化,將催生大規模的感測器採購計劃,進而加速LiDAR和雷達供應商的市場擴張。
在預測期內,北美預計將佔據最大的市場佔有率。這主要歸功於美國擁有眾多領先的自動駕駛技術公司,例如 Waymo、Cruise、特斯拉、Aurora 和 Mobileye,這些公司透過在北美進行技術研發和早期商業部署獲得了可觀的收入;此外,各州層面的自動駕駛汽車 (AV)法規結構也在不斷完善;以及創業投資和企業對自動駕駛技術項目的積極投資。
在預測期內,亞太地區預計將呈現最高的複合年成長率。這主要歸功於以下因素:中國實施了全球最積極的自動駕駛汽車監管核准和商業部署計劃之一;百度和其他國內自動駕駛公司實現了大規模自動駕駛計程車運營;日本和韓國在政府的大力支持下部署了自動駕駛汽車項目;以及通過快速擴大智慧城市基礎設施投資,為智慧運輸自動化創造了良好的商業發展自動化環境。
According to Stratistics MRC, the Global Smart Mobility Automation Market is accounted for $22.4 billion in 2026 and is expected to reach $128.6 billion by 2034 growing at a CAGR of 24.4% during the forecast period. Smart mobility automation refers to autonomous vehicle systems, fleet management platforms, traffic management systems, smart parking solutions, and mobility-as-a-service platforms enabled through LiDAR and radar sensing, vehicle-to-everything communication, AI navigation algorithms, high-definition mapping, and 5G connectivity that transform transportation infrastructure toward self-organizing, data-driven mobility ecosystems reducing congestion, emissions, accident rates, and transportation cost while improving accessibility and throughput across urban and commercial vehicle transportation networks.
Urban Congestion and Logistics Efficiency Imperative
Accelerating urban population density, creating transportation congestion, economic losses and last-mile logistics inefficiency is driving municipal and commercial mobility operator investment in smart mobility automation platforms that dynamically optimize traffic flow, enable efficient autonomous freight delivery, and create integrated multimodal mobility access through MaaS platform coordination. Documented urban congestion economic cost exceeding hundreds of billions annually across major metropolitan areas creates compelling smart mobility investment justification at both government infrastructure and private commercial operator levels.
Autonomous Vehicle Regulatory Certification Complexity
Complex and fragmented autonomous vehicle regulatory certification frameworks across national and sub-national jurisdictions requiring extensive safety validation testing, operational domain restriction compliance, and insurance liability framework establishment create commercial deployment timeline uncertainty and regulatory compliance investment obligations that constrain autonomous vehicle deployment pace well below technology capability readiness in markets where regulatory frameworks have not kept pace with technology development.
Autonomous Freight and Last-Mile Delivery Scale
Commercial autonomous vehicle deployment for freight transportation, logistics hub-to-hub transfer, and last-mile delivery represents the most commercially advanced autonomous vehicle application category where operational domain restriction to defined routes and controlled environments reduces regulatory complexity, enabling earlier commercial deployment than passenger AV applications and generating substantial transportation efficiency and cost reduction value for logistics operators.
High-Profile Autonomous Vehicle Incident Liability
High-visibility autonomous vehicle accident incidents generating media coverage that triggers public trust erosion and regulatory response creating additional operational restriction or suspension requirements that set commercial AV deployment program timelines back substantially, compounding investor uncertainty about autonomous vehicle program financial return realization and creating AV technology company capital access challenges during extended regulatory recovery periods following major safety incidents.
COVID-19 reduced public transit ridership creating momentum for individual mobility alternative exploration that positioned autonomous personal mobility as a post-pandemic transportation preference alignment. Post-pandemic smart city infrastructure investment and urban logistics automation urgency from e-commerce delivery demand elevation continue sustaining strong smart mobility automation market investment momentum globally.
The mobility-as-a-service platforms segment is expected to be the largest during the forecast period
The mobility-as-a-service platforms segment is expected to account for the largest market share during the forecast period, due to the largest commercial software and service revenue opportunity from integrated multimodal mobility platform operation serving millions of urban mobility consumers across ride-hailing, micro-mobility, transit, and shared mobility service access that collectively generate the highest total revenue within the smart mobility automation commercial landscape.
The LiDAR & radar segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the LiDAR & radar segment is predicted to witness the highest growth rate, driven by rapid LiDAR cost reduction from solid-state MEMS-based sensor manufacturing enabling mass market autonomous vehicle sensor suite deployment at commercially viable vehicle integration cost, combined with automotive OEM LiDAR standardization across production autonomous vehicle models creating large-volume sensor procurement programs that accelerate LiDAR and radar supplier market expansion.
During the forecast period, the North America region is expected to hold the largest market share, due to the United States hosting leading autonomous vehicle technology companies including Waymo, Cruise, Tesla, Aurora, and Mobileye generating substantial North American technology development and early commercial deployment revenue, progressive state-level AV regulatory framework development, and strong venture capital and corporate investment in autonomous transportation technology programs.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, due to China implementing the world's most aggressive autonomous vehicle regulatory approval and commercial deployment program with Baidu and domestic AV companies achieving commercial robotaxi operations at scale, Japan and South Korea deploying autonomous vehicle programs with strong government support, and rapidly expanding smart city infrastructure investment creating smart mobility automation commercial development environments.
Key players in the market
Some of the key players in Smart Mobility Automation Market include Tesla Inc., Alphabet Inc., General Motors Company, Ford Motor Company, Toyota Motor Corporation, Volkswagen AG, Bayerische Motoren Werke AG, Uber Technologies Inc., Baidu Inc., Mobileye Global Inc. (Intel), Aurora Innovation Inc., Cruise LLC (GM), NVIDIA Corporation, Qualcomm Incorporated, Robert Bosch GmbH, and Aptiv PLC.
In April 2026, Waymo (Alphabet Inc.) expanded its commercial robotaxi service to three additional US metropolitan markets achieving cumulative 50 million driverless mile milestone with zero at-fault accidents confirming safety performance parity with human drivers in operational design domains.
In March 2026, Mobileye Global Inc. (Intel) launched its SuperVision autonomous driving system in European market production vehicles enabling Level 3 highway autonomous operation with regulatory type approval, marking the first commercial Level 3 AV system deployment in European production models.
In December 2025, Baidu Inc. secured regulatory approval for fully driverless commercial robotaxi operation in five additional Chinese cities expanding its Apollo Go commercial autonomous taxi service to over 20 Chinese metropolitan markets with zero safety drivers required.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) Regions are also represented in the same manner as above.