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全球自動駕駛卡車市場按自動駕駛等級、推進類型、最終用途產業、卡車類型、地區和預測分類

Global Autonomous Trucks Market By Level of Autonomy, By Propulsion Type, By Truck Type, By End-User, By Geographic Scope and Forecast

出版日期: 2025年04月29日 | 出版商:

Verified Market Research | 英文 202 Pages | 商品交期: 2-3個工作天內

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簡介目錄

全球自動駕駛卡車市場規模及預測

2024 年全球自動駕駛卡車市場規模為 30.4 億美元，預計到 2032 年將達到 82.2 億美元，2026 年至 2032 年的複合年成長率為 13.24%。

自動駕駛卡車是一種自動駕駛車輛，它使用先進的感測器、攝影機和人工智慧 (AI) 來穿越道路並運輸貨物，無需人工干預。

它主要用於物流和貨運，以提高業務效率、降低成本和緩解司機短缺問題，但也可用於採礦、農業和廢棄物管理行業的日常運輸需求。

自動駕駛卡車預計將透過提高安全性和降低油耗來徹底改變物流行業。隨著監管法規的變化和技術進步，隨著自動駕駛卡車與遠距貨運、智慧城市和自動化供應鏈的整合不斷成長，預計未來十年它將得到更廣泛的應用。

自動駕駛卡車的全球市場動態

影響全球自動駕駛卡車市場的關鍵市場動態是：

關鍵市場促進因素

卡車運輸業的勞動力短缺：駕駛人駕駛人（尤其是遠距貨運）的持續短缺是自動駕駛卡車發展的關鍵驅動力。各公司正在尋求減少對人類駕駛員依賴的解決方案，以滿足日益成長的貨物運輸需求。 2024年6月，美國運輸部強調北美地區駕駛員短缺問題緊迫，並重新激發了人們對自動駕駛卡車作為潛在解決方案的興趣。

對高效且經濟的物流的需求日益成長：自動駕駛卡車將降低油耗、改善路線並實現不停車行駛，從而提高整體物流和供應鏈效率。 2024年5月，特斯拉宣布其自動駕駛電動車Tesla Semi成功測試，證明將大幅降低物流機構遠距運輸的成本。

政府支持和法律規範：各國政府正在透過法律體制、試點計畫和採用獎勵逐步支持自動駕駛汽車技術。 2024年4月，歐盟委員會發布了自動駕駛汽車測試新標準，旨在加快在歐洲貨運路線上部署自動駕駛卡車。

人工智慧和感測器技術的進步：人工智慧、感測器技術和LiDAR系統的突破正在顯著提升自動駕駛卡車的性能，使其在實際場景中更加可靠。 2024年7月，Google旗下自動駕駛公司Waymo在亞利桑那州高速公路上成功試駕後，推出了新一代人工智慧卡車，配備了升級版雷射雷達感測器和更強大的決策演算法。

主要挑戰

監管與法律障礙：監管是自動駕駛卡車技術發展的主要障礙。現行的交通法規和安全標準主要針對人類駕駛員，而自動駕駛汽車的法律體制仍在不斷發展。人們對事故責任、網路安全和資料隱私等問題感到擔憂。在自動駕駛卡車能夠廣泛應用之前，政府必須制定明確的立法、測試標準和責任法規。在強力的法律體制建立之前，自動駕駛卡車的大規模應用可能會受到限制。

高昂的前期和營運成本：開發和部署自動駕駛卡車需要在先進的感測器、雷射雷達、人工智慧系統和網路基礎設施方面進行大量投資。公司在整合自動駕駛系統、校準車輛以及保持技術更新方面需要承擔高昂的前期投資成本。雖然這些成本可能會隨著業務的成長而下降，但對於中小型企業來說，這仍然是一個障礙。

技術限制和安全隱患：儘管自動駕駛技術正在不斷發展，但全自動駕駛卡車仍然面臨著許多挑戰，例如如何應對複雜的路況、惡劣的天氣條件以及難以預測的人類行為。安全至關重要，尤其是在混合交通區域。系統故障風險、網路安全漏洞以及應對施工區域等不斷變化的情況的能力，都是必須應對的重大技術挑戰。

社會接受度和勞動力流失：自動駕駛卡車可能會取代卡車駕駛人，從而導致工會和當地社區的抵制，並且需要大量的道路試驗和公眾意識努力才能贏得公眾對安全性和可靠性的信任。

主要趨勢：

人工智慧和機器學習的進步：人工智慧和機器學習對於提升自動駕駛卡車的決策能力至關重要。這些技術使車輛能夠處理來自感測器和攝影機的大量數據，從而能夠在充滿挑戰的環境中行駛。人工智慧演算法在物體檢測、路線最佳化和避障方面不斷改進，使自動駕駛卡車能夠更有效率、更安全地運行，尤其是在遠距貨物運輸方面。

夥伴關係與協作：多家汽車和科技公司已結成策略聯盟，以加速自動駕駛卡車的開發和商業化。 Waymo、戴姆勒和特斯拉正在與物流公司合作，將自動駕駛卡車整合到供應鏈中。這些合作將人工智慧、感測器和物流知識相結合，以加速自動駕駛卡車的普及。

電動車 (EV) 整合：自動駕駛卡車技術與電動車 (EV) 平台的整合趨勢日益成長。自動駕駛電動卡車為典型的柴油引擎車輛提供了更環保、更有效率的替代方案。特斯拉和尼古拉等開發商正在開發電動自動駕駛卡車，他們聲稱這些卡車將透過減少排放氣體、降低燃料成本和提高運作效率來符合全球環境目標。

專注於遠距運輸和貨運：遠距貨運因其常規路線和高速公路等受監管的環境而被視為最具前景的應用領域，因此自動駕駛卡車的開發主要集中於此。遠距貨運透過減少駕駛員疲勞和提高燃油效率，具有最大的成本節約潛力。各公司之所以積極佈局這一領域，是因為它比都市區和最後一英里配送更容易自動化，而後者對環境的要求更高。

Autonomous trucks are predicted to transform the logistics business by increasing safety and lowering fuel usage. As regulations change and technology progresses, wider adoption is expected, with further integration into long-haul freight, smart cities, and automated supply chains over the next decade.

Global Autonomous Trucks Market Dynamics

The key market dynamics that are shaping the global autonomous trucks market include:

Key Market Drivers:

Labor Shortages in the Trucking Industry: The persistent lack of truck drivers, particularly in long-haul freight, is a significant motivator for autonomous trucks. Companies are seeking for solutions to lessen their reliance on human drivers in order to fulfill the increasing demand for goods transportation. In June 2024, the US Department of Transportation emphasized the urgent driver shortage in North America, reigniting interest in self-driving trucks as a possible solution.

Increasing Demand for Efficient and Cost-Effective Logistics: Autonomous trucks have the ability to cut fuel consumption, improve routes, and run without stopping, hence enhancing total logistics and supply chain efficiency. In May 2024, Tesla announced successful testing of their self-driving electric vehicle, the Tesla Semi, demonstrating considerable cost reductions in long-haul transportation for logistics organizations.

Government Support and Regulatory Frameworks: Governments are progressively backing autonomous car technology through legal frameworks, pilot programs, and adoption incentives. In April 2024, the European Commission issued new criteria for autonomous vehicle testing, seeking to accelerate the deployment of self-driving trucks in Europe's freight corridors.

Technological Advancements in AI and Sensors: Breakthroughs in AI, sensor technology, and LiDAR systems have considerably increased autonomous trucks' capabilities, making them more trustworthy in real-world scenarios. In July 2024, Waymo, Google's self-driving company, launched a new generation of AI-driven trucks, with upgraded LiDAR sensors and more powerful decision-making algorithms, following successful test runs on Arizona highways.

Key Challenges:

Regulatory and Legal Barriers: Regulation presents substantial hurdles for autonomous truck technology. Current traffic regulations and safety standards are largely intended for human drivers, and the legal framework for autonomous cars is still growing. There are concerns about liability in the event of an accident, cybersecurity, and data privacy. Governments must set clear legislation, testing standards, and liability laws before autonomous trucks may be extensively used. Until a strong legal framework is built, mass adoption will be limited.

High Initial Investment and Operational Costs: Developing and implementing self-driving trucks necessitates considerable investments in advanced sensors, LiDAR, AI systems, and network infrastructures. Companies incur significant upfront expenditures when integrating autonomous systems, adapting fleets, and maintaining modern technology. Although these expenses may decrease with growth, they remain a barrier for small and medium-sized firms.

Technological Limitations and Safety Concerns: While autonomous technology has advanced, fully autonomous trucks continue to confront obstacles like as managing complex road conditions, inclement weather, and unpredictable human behavior. Safety is crucial, especially in mixed-traffic areas. The risk of system failure, cybersecurity vulnerabilities, and the ability to react to changing conditions such as construction zones are all significant technological challenges that must be addressed.

Public Acceptance and Workforce Displacement: The Autonomous trucks may result in job displacement for truck drivers, prompting opposition from labor unions and communities. Furthermore, obtaining public trust in terms of safety and dependability will necessitate substantial real-world testing and public awareness initiatives.

Key Trends:

Advancements in AI and Machine Learning: AI and machine learning are crucial to improving autonomous trucks' decision-making capabilities. These technologies enable vehicles to process massive volumes of data from sensors and cameras, allowing them to maneuver through difficult environments. AI algorithms are constantly improving in terms of object detection, route optimization, and obstacle avoidance, allowing autonomous trucks to operate more efficiently and safely, particularly for long-haul freight delivery.

Partnerships and Collaborations: Several automotive and technology businesses are creating strategic alliances to speed the development and commercialization of self-driving trucks. Waymo, Daimler, and Tesla are working with logistics firms to integrate self-driving trucks into the supply chain. These collaborations are accelerating the implementation of self-driving trucks by combining expertise in AI, sensors, and logistics.

Integration with Electric Vehicles (EVs): There is a growing trend of combining autonomous truck technology with electric vehicle (EV) platforms. Autonomous electric trucks provide a more environmentally friendly and efficient alternative to typical diesel-powered vehicles. Companies such as Tesla and Nikola are developing electric autonomous trucks that claim to cut emissions, slash fuel costs, and run more effectively, thereby harmonizing with global environmental goals.

Focus on Long-Haul and Freight Transport: Long-haul trucking is viewed as the most promising use due to regular routes and regulated surroundings such as highways, therefore autonomous truck development is largely focused there. Long-haul freight has the greatest potential for cost reductions due to reduced driver fatigue and improved fuel efficiency. Companies are pursuing this area because it is easier to automate than urban or last-mile deliveries, which require more dynamic conditions.

Global Autonomous Trucks Market Regional Analysis

Here is a more detailed regional analysis of the global autonomous trucks market:

North America:

North America currently controls the autonomous trucks market and is growing at the fastest rate. This leadership position is fueled by considerable investments from major automotive and technology businesses, advanced infrastructure, and favorable regulatory regimes in the United States and Canada. In March 2024 TuSimple stated that it would expand its autonomous freight network in Texas, while Waymo Via collaborated with J.B. Hunt to launch autonomous truck deliveries in the Southwest United States.

In January 2024, the United States Department of Transportation issued updated standards for autonomous vehicle testing and deployment, giving a more defined regulatory framework for manufacturers and operators. In May 2024, the Ontario government adopted new legislation allowing autonomous truck testing on public highways, reinforcing North America's status as a hub for autonomous vehicle development and implementation.

Asia Pacific:

The Asia Pacific area is emerging as the fastest-growing autonomous truck industry, with a projected CAGR of 17.8% between 2024 and 2028. China is driving this expansion, accounting for over 45% of the regional market share. In March 2024, Chinese autonomous driving company Plus.ai announced a collaboration with FAW Jiefang, one of China's top truck manufacturers, to deploy 1,000 autonomous vehicles on major freight routes by 2025. Meanwhile, in Japan, WABCO Holdings and Mitsubishi Fuso Truck and Bus Corporation announced a collaboration in January 2024 to develop Level 4 autonomous trucking technology, with plans to conduct public road tests by late 2024.

In November 2024, Singapore's Land Transport Authority announced the expansion of its autonomous vehicle testbed, enabling for longer trials of autonomous trucks in urban situations. The Asia Pacific autonomous truck market was worth $1.2 billion in 2024 and is predicted to exceed $3.5 billion by 2028, owing to rising labor shortages in the logistics sector and the region's strong manufacturing and e-commerce boom.

Global Autonomous Trucks Market: Segmentation Analysis

The Global Autonomous Trucks Market is segmented on the basis of By Level of Autonomy, By Propulsion Type, By Truck Type, By End-User and By Geography.

Global Autonomous Trucks Market, By Level of Autonomy

Level 1
Level 2
Level 3

Based on Level of Autonomy, the Global Autonomous Trucks Market is segmented into Level 1, Level 2, and Level 3. Level 2 autonomy is currently dominating, since semi-autonomous vehicles equipped with advanced driver assistance systems (ADAS) are commonly used for duties such as lane maintaining, adaptive cruise control, and emergency braking, particularly in logistics and freight. The fastest-growing area is Level 3 autonomy, which allows trucks to function without human assistance under specific conditions. Demand for this level is fast increasing as a result of technology breakthroughs in AI and sensor systems, as well as an increased interest in fully autonomous long-haul freight operations.

Global Autonomous Trucks Market, By Propulsion Type

IC Engine
Electric

Based on Propulsion Type, the Global Autonomous Trucks Market is segmented into IC Engine, Electric. The IC Engine (Internal Combustion Engine) category is currently dominant, with diesel-powered trucks remaining popular due to their established infrastructure and greater range capabilities, particularly for heavy-duty, long-haul transportation. However, the Electric segment is expanding at the highest rate, thanks to increased environmental restrictions, developments in battery technology, and a quest for cleaner, more sustainable transportation choices. Companies such as Tesla and Nikola are speeding the deployment of electric self-driving trucks.

Global Autonomous Trucks Market, By Truck Type

Light-Duty Trucks
Medium-Duty Trucks

Based on Truck Type, the Global Autonomous Trucks Market is segmented into Light-Duty Trucks and Medium-Duty Trucks. The light-duty trucks segment is currently dominant because these trucks are commonly utilized in cities for short-distance deliveries and last-mile logistics, where autonomous features can increase efficiency. Medium-Duty Trucks are the fastest-growing market, owing to increased usage in logistics and freight operations for regional and mid-range deliveries, where autonomy can lower costs and optimize route planning over longer distances.

Global Autonomous Trucks Market, By End-User

Manufacturing
Construction and Mining
Military

Based on End-User, the Global Autonomous Trucks Market is segmented into Manufacturing, Construction and Mining, Military. The Construction and Mining category is now dominant, as autonomous vehicles are widely utilized in these industries for repeated work in regulated conditions such as mine operations, where safety and efficiency are critical. The Military is the fastest-growing segment, because to increased investments in autonomous technologies for defense applications including moving supplies in dangerous locations and lowering dangers to soldiers during combat operations.

Global Autonomous Trucks Market, By Geography

North America
Europe
Asia Pacific
Rest of the World

Based on the Geography, the Global Autonomous Trucks Market are classified into North America, Europe, Asia Pacific, and Rest of the World. North America is currently the dominant region, with to superior infrastructure, governmental support, and large expenditures in autonomous vehicle technology, particularly in the United States. Asia Pacific is the fastest-growing area, with countries such as China and Japan accelerating autonomous technology adoption because to government efforts, AI developments, and rising need for logistics and transportation automation.

Key Players

The "Global Autonomous Trucks Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are AB Volvo, Uber Technologies, Inc., Daimler AG, Denso, Ford Motor Co., Tesla, Inc., Aptiv, BMW AG, Paccar, IVICO, Robert Bosch, MAN, DAF, Scania, Waymo.

Our market analysis also entails a section solely dedicated to such major players wherein our analysts provide an insight into the financial statements of all the major players, along with its product benchmarking and SWOT analysis. The competitive landscape section also includes key development strategies, market share, and market ranking analysis of the above-mentioned players globally.

Global Autonomous Trucks Market: Recent Developments
In March 2024, TuSimple performed a cross-state driverless freight delivery in the United States, marking a milestone in autonomous long-haul operations without human intervention. This delivery demonstrates the possibility for shorter shipping times and lower labor expenses.
In February 2024, Plus announced the deployment of its self-driving trucks in China's logistics industry, in partnership with prominent Chinese e-commerce platforms. These trucks are equipped with Level 3 autonomy and are expected to enhance delivery times while addressing driver shortages in China's rapidly expanding logistics industry.

1 INTRODUCTION OF GLOBAL AUTONOMOUS TRUCK MARKET

1.1 Introduction of the Market
1.2 Scope of Report
1.3 Assumptions

2 RESEARCH METHODOLOGY OF VERIFIED MARKET RESEARCH

2.1 Data mining
2.2 Secondary research
2.3 Primary research
2.4 Subject matter expert advice
2.5 Quality check
2.6 Final review
2.7 Data Triangulation
2.8 Bottom-up approach
2.9 Top-down approach
2.10 Research flow
2.11 Data sources

3 EXECUTIVE SUMMARY

3.1 Overview
3.2 Absolute $ Opportunity
3.3 Market attractiveness
3.4 Future Market Opportunities

4 GLOBAL AUTONOMOUS TRUCK MARKET OUTLOOK

4.1 Overview
4.2 Market Dynamics
- 4.2.1 Drivers
- 4.2.2 Restraints
- 4.2.3 Opportunities
4.3 Porters Five Force Model
4.4 Value Chain Analysis

5 GLOBAL AUTONOMOUS TRUCK MARKET, BY LEVEL OF AUTONOMY

5.1 Overview
5.2 Level1
5.3 Level 2
5.4 Level 3
5.5 Level 4

6 GLOBAL AUTONOMOUS TRUCK MARKET, BY PROPULSION TYPE

6.1 Overview
6.2 IC Engine
6.3 Electric

7 GLOBAL AUTONOMOUS TRUCK MARKET, BY END-USE INDUSTRY

7.1 Overview
7.2 Manufacturing
7.3 Construction And Mining
7.4 Military
7.5 FMCG
7.6 Others

8 GLOBAL AUTONOMOUS TRUCK MARKET, BY TRUCK TYPE

8.1 Overview
8.2 Light-Duty Trucks
8.3 Medium-Duty Trucks
8.4 Heavy-Duty Trucks

9 GLOBAL AUTONOMOUS TRUCK MARKET, BY GEOGRAPHY

9.1 Overview
9.2 North America
- 9.2.1 U.S.
- 9.2.2 Canada
- 9.2.3 Mexico
9.3 Europe
- 9.3.1 Germany
- 9.3.2 U.K.
- 9.3.3 France
- 9.3.4 Rest of Europe
9.4 Asia Pacific
- 9.4.1 China
- 9.4.2 Japan
- 9.4.3 India
- 9.4.4 Rest of Asia Pacific
9.5 Rest of the World
- 9.5.1 Latin America
- 9.5.2 Middle East and Africa

10 GLOBAL AUTONOMOUS TRUCK MARKET COMPETITIVE LANDSCAPE

10.1 Overview
10.2 Company Market Ranking
10.3 Key Development Strategies
10.4 Company Regional Footprint
10.5 Company Industry Footprint
10.6 ACE Matrix

11 COMPANY PROFILES

11.1 AB Volvo
- 11.1.1 Company Overview
- 11.1.2 Company Insights
- 11.1.3 Business Breakdown
- 11.1.4 Product Benchmarking
- 11.1.5 Key Developments
- 11.1.6 Winning Imperatives
- 11.1.7 Current Focus & Strategies
- 11.1.8 Threat from Competition
- 11.1.11 SWOT Analysis
11.2 Uber Technologies Inc.
- 11.2.1 Company Overview
- 11.2.2 Company Insights
- 11.2.3 Business Breakdown
- 11.2.4 Product Benchmarking
- 11.2.5 Key Developments
- 11.2.6 Winning Imperatives
- 11.2.7 Current Focus & Strategies
- 11.2.8 Threat from Competition
- 11.2.11 SWOT Analysis
11.3 Daimler AG
- 11.3.1 Company Overview
- 11.3.2 Company Insights
- 11.3.3 Business Breakdown
- 11.3.4 Product Benchmarking
- 11.3.5 Key Developments
- 11.3.6 Winning Imperatives
- 11.3.7 Current Focus & Strategies
- 11.3.8 Threat from Competition
- 11.3.11 SWOT Analysis
11.4 Denso
- 11.4.1 Company Overview
- 11.4.2 Company Insights
- 11.4.3 Business Breakdown
- 11.4.4 Product Benchmarking
- 11.4.5 Key Developments
- 11.4.6 Winning Imperatives
- 11.4.7 Current Focus & Strategies
- 11.4.8 Threat from Competition
- 11.4.11 SWOT Analysis
11.5 Ford Motor Co.
- 11.5.1 Company Overview
- 11.5.2 Company Insights
- 11.5.3 Business Breakdown
- 11.5.4 Product Benchmarking
- 11.5.5 Key Developments
- 11.5.6 Winning Imperatives
- 11.5.7 Current Focus & Strategies
- 11.5.8 Threat from Competition
- 11.5.11 SWOT Analysis
11.6 Tesla Inc.
- 11.6.1 Company Overview
- 11.6.2 Company Insights
- 11.6.3 Business Breakdown
- 11.6.4 Product Benchmarking
- 11.6.5 Key Developments
- 11.6.6 Winning Imperatives
- 11.6.7 Current Focus & Strategies
- 11.6.8 Threat from Competition
- 11.6.11 SWOT Analysis
11.7 Aptiv
- 11.7.1 Company Overview
- 11.7.2 Company Insights
- 11.7.3 Business Breakdown
- 11.7.4 Product Benchmarking
- 11.7.5 Key Developments
- 11.7.6 Winning Imperatives
- 11.7.7 Current Focus & Strategies
- 11.7.8 Threat from Competition
- 11.7.11 SWOT Analysis
11.8 Paccar
- 11.8.1 Company Overview
- 11.8.2 Company Insights
- 11.8.3 Business Breakdown
- 11.8.4 Product Benchmarking
- 11.8.5 Key Developments
- 11.8.6 Winning Imperatives
- 11.8.7 Current Focus & Strategies
- 11.8.8 Threat from Competition
- 11.8.11 SWOT Analysis
11.9 IVICO
- 11.9.1 Company Overview
- 11.9.2 Company Insights
- 11.9.3 Business Breakdown
- 11.9.4 Product Benchmarking
- 11.9.5 Key Developments
- 11.9.6 Winning Imperatives
- 11.9.7 Current Focus & Strategies
- 11.11.8 Threat from Competition
- 11.11.11 SWOT Analysis
11.10 Robert Bosch
- 11.10.1 Company Overview
- 11.10.2 Company Insights
- 11.10.3 Business Breakdown
- 11.10.4 Product Benchmarking
- 11.10.5 Key Developments
- 11.10.6 Winning Imperatives
- 11.10.7 Current Focus & Strategies
- 11.10.8 Threat from Competition
- 11.10.11 SWOT Analysis