The Global Robotaxi Market - 1st Edition

Table of Contents

List of Figures

Executive Summary

1 Introduction to Robotaxis

• 1.1 Definitions and classifications
• 1.2 Overview of robotaxi services
  • 1.2.1 Brief history of the robotaxi industry
  • 1.2.2 Current robotaxi offerings
• 1.3 The regulatory environment
• 1.4 Robotaxi use cases and service models
  • 1.4.1 Robotaxi ridehailing services
  • 1.4.2 Public transport and municipal services
  • 1.4.3 Goods transportation services
  • 1.4.4 Civil defence services

2 The Robotaxi Technology Stack

• 2.1 Sense-Plan-Act process and AI-based approaches
• 2.2 Sensors
  • 2.2.1 Cameras
  • 2.2.2 Radar
  • 2.2.3 LiDAR
  • 2.2.4 Ultrasonic sensors
  • 2.2.5 Inertial navigation system
• 2.3 Compute platforms
  • 2.3.1 Compute elements
  • 2.3.2 Integration and deployment of compute elements
• 2.4 The automated driving software stack
  • 2.4.1 Perception layer
  • 2.4.2 Sensor fusion layer
  • 2.4.3 Localisation and mapping layer
  • 2.4.4 Motion planning layer
  • 2.4.5 Control layer
• 2.5 Vehicle execution and passenger interface systems
  • 2.5.1 Vehicle control and actuator integration
  • 2.5.2 Backup systems and minimal-risk manoeuvres
  • 2.5.3 Passenger, cabin and external communication systems
• 2.6 Connectivity and offboard enablement
  • 2.6.1 Telematics and OTA updates
  • 2.6.2 Location tracking and fleet monitoring
  • 2.6.3 Maps and geofencing
  • 2.6.4 Remote assistance and teleoperation

3 Company Profiles and Strategies

• 3.1 Robotaxi technology providers
  • 3.1.1 Avride
  • 3.1.2 Baidu (Apollo)
  • 3.1.3 May Mobility
  • 3.1.4 Mobileye
  • 3.1.5 Momenta
  • 3.1.6 Motional
  • 3.1.7 Pony.ai
  • 3.1.8 Tesla
  • 3.1.9 Waymo
  • 3.1.10 Wayve
  • 3.1.11 WeRide
  • 3.1.12 Zoox
  • 3.1.13 Additional robotaxi technology providers
• 3.2 Mobility platform providers
  • 3.2.1 Amap
  • 3.2.2 Bolt
  • 3.2.3 CaoCao Mobility
  • 3.2.4 DiDi
  • 3.2.5 GO
  • 3.2.6 Grab
  • 3.2.7 Kakao Mobility
  • 3.2.8 Lyft
  • 3.2.9 T3 Mobility
  • 3.2.10 Uber

4 Market Forecasts and Trends

• 4.1 Robotaxi deployment and service revenue forecasts
  • 4.1.1 Robotaxi deployment forecast by region
  • 4.1.2 Robotaxi service revenue forecast by region
• 4.2 Value chain analysis
  • 4.2.1 Automotive OEMs
  • 4.2.2 Autonomous driving and enabling technology providers
  • 4.2.3 Robotaxi technology providers
  • 4.2.4 Mobility and demand aggregation platforms
  • 4.2.5 Robotaxi fleet operators and owners
• 4.3 Market trends
  • 4.3.1 Automotive OEMs take more selective roles in robotaxi services
  • 4.3.2 End-to-end AI improves the geographic scalability of autonomous driving
  • 4.3.3 Privately owned autonomous vehicles to be used in robotaxi services
  • 4.3.4 AV providers to launch robotaxi services without mobility platform partners
  • 4.3.5 Improved unit economics will be required for large-scale fleet deployment
  • 4.3.6 Driverless services will continue to depend on human operational support
  • 4.3.7 Geographical scalability will determine the pace of the robotaxi fleet rollout
  • 4.3.8 Consumer acceptance will have an impact on robotaxi adoption
• 4.4 Mergers and acquisitions

List of Acronyms and Abbreviations

List of Figures

• Figure 1.1: SAE International levels of driving automation
• Figure 1.2: Overview of robotaxi services (World Q3-2026)
• Figure 2.1: The Sense-Plan-Act process
• Figure 2.2: Overview of sensors used for automated driving
• Figure 2.3: Typical LiDAR 3D depiction integrated with a digital map
• Figure 2.4: Examples of sensors in a passenger car
• Figure 2.5: Overview of the automated driving software stack
• Figure 2.6: Overview of the sensor-fusion architecture for automated driving
• Figure 2.7: Example of an HD map for automated driving
• Figure 3.1: Robotaxi technology and mobility platform providers (2026)
• Figure 3.2: Overview of L4 robotaxi technology providers (Q3-2026)
• Figure 3.3: Avride and Uber robotaxi vehicle in Dallas
• Figure 3.4: Motional robotaxi in Las Vegas
• Figure 3.5: Overview of Waymo robotaxi services (Q2-2026)
• Figure 3.6: Wayve robotaxi
• Figure 4.1: Robotaxi deployments by region (World 2025–2036)
• Figure 4.2: Robotaxi deployments by region (World 2025–2036)
• Figure 4.3: Robotaxi service revenue by region (World 2025–2036)
• Figure 4.4: Examples of OEM vehicle models leveraged in robotaxi services (World 2026)
• Figure 4.5: Mergers and acquisitions in the automated driving industry (2016–2026)