OEM Strategies and Partnerships in the Robotaxi Landscape

Description

Expanding Role of OEMs in the Robotaxi Landscape

This study evaluates how global OEMs are repositioning themselves within the emerging robotaxi landscape by transitioning from traditional automakers into autonomy-enabled platform suppliers. It examines evolving OEM strategies, the rise of software-defined vehicle architectures, and the growing influence of AI and chip partners in shaping Level-4-ready platforms.

The report analyzes why OEMs are shifting toward building complete robotaxi-capable vehicles for operators such as Uber, exploring how new partnership models, in-house capability building, and original design manufacturer (ODM)-style manufacturing approaches are redefining competitive differentiation. It highlights the accelerating trend of OEMs supplying autonomy-ready platforms rather than running fleets, as well as the emergence of platform-as-a-service models.

The study includes detailed profiles of leading OEMs, mapping their autonomy roadmaps, technology alliances, platform strategies, and robotaxi readiness.

It explains how robotaxis are reshaping the OEM role in autonomous mobility, identifying the paths and the partnerships that OEMs are choosing.

Product Code: M1H3-44

Strategic Imperatives

Scope of Analysis
Segmentation
Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™

Growth Opportunity Analysis

Competitive Environment
Growth Drivers
Growth Restraints

OEM Autonomous Strategy: Overview

OEM Autonomous Strategy-Constraints
OEM Autonomous Strategy Evolution
OEM Restructuring Strategy
OEM Strategy in the Robotaxi Revolution
OEM Strategy: Chips and Hardware
OEM Strategy: Vehicle OS
OEM Strategy: Driverless Logic
OEM Strategy: Data Collection/AI
OEM Strategy: Data Storage and Management
Robotaxi Playbook-Market Update

OEM Autonomous Strategy: Company Profiles

Toyota-Overview
Toyota-Ecosystem
Toyota-Implementation Timeline
Volkswagen-Overview and Ecosystem
Volkswagen-Implementation Timeline
Hyundai-Overview
Hyundai-Ecosystem
Hyundai-Implementation Timeline
XPeng-Overview
XPeng-Ecosystem
XPeng-Implementation Timeline
Stellantis-Overview
Stellantis-Ecosystem
Stellantis-Implementation Timeline
Mercedes-Benz and BMW-Emerging Ecosystem
General Motors-Emerging Ecosystem
Lucid Motors-Emerging Ecosystem
Honda-Emerging Ecosystem
Conclusion

Growth Opportunity Universe

Growth Opportunity 1: Building In-House Autonomous Capability Teams
Growth Opportunity 2: Original Design Manufacturers' Models for Robotaxi Platforms
Growth Opportunity 3: Robotaxi as a Service for Operators

Appendix & Next Steps

Benefits and Impacts of Growth Opportunities
Next Steps
List of Exhibits
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