Growth Opportunities in the Global Robotaxi Industry, 2024–2035

Growth Opportunities in the Global Robotaxi Industry, 2024–2035


Global Robotaxi Fleets are Expected to grow to 724,000 vehicles by the End of 2035, Driven by Regulatory Changes and Technology Advancements

This study provides an overview of the global robotaxi industry. It analyzes recent developments and key challenges and offers the latest updates on industry size, forecasts, and regional trends. The study also provides a detailed analysis of the North American, European, and Chinese industries and offers snapshots of the industries in the Middle East, Japan, and South Korea.

In the self-driving vehicle industry, robotaxis are at the inflection point of achieving commercialization, supported by technology maturity, a regulatory environment that focuses on commercialization, and the start of manufacturing a new generation of vehicles that will decrease prices.

The study analyzes robotaxi business models and key regulatory and technology trends impacting the industry. It also focuses on the next-generation robotaxis expected to be launched shortly and analyzes the most prominent autonomous shuttle pilots. The study also profiles the industry leaders and examines the factors driving and restraining growth. Finally, it analyzes the opportunities emerging from the changes in the industry and offers actionable insights that stakeholders and industry participants can leverage.


  • Transformation in the Global Robotaxi Industry
    • Why Is It Increasingly Difficult to Grow?
    • The Strategic Imperative 8
    • The Impact of the Top 3 Strategic Imperatives on the Robotaxi Industry
  • Ecosystem
    • Scope of Analysis
    • Definition and Industry Segmentation
    • Competitive Environment
    • Key Competitors
    • Key Stakeholders
    • Robotaxi Stakeholder Development: Motional Business Model Case Study
  • Growth Generator
    • Growth Metrics
    • Growth Drivers
    • Growth Restraints
    • Key Industry Highlights
    • Companies to Watch
    • Mapping of Key Pilot Projects
    • Global Robotaxi Deployments, 2023
    • Key Forecast Considerations
    • Forecast Analysis
    • Methodology: Revenue From Usage
    • Revenue Forecast
    • Fleet Size Forecast
    • Revenue Forecast by Region
      • Table Robotaxis: Revenue Forecast by Region, Global, 2023-2035
    • Fleet Size Forecast by Region
      • Table Robotaxis: Fleet Size Forecast by Region, Global, 2023-2035
    • Regulatory Changes in Key Countries
    • Key Industry Updates
    • Design Evolution and Product Pipeline
    • Supplier Landscape
    • Industry Potential
    • Future Outlook to 2035
  • Growth Generator: Regional Analysis- North America
    • Growth Metrics
    • Revenue Forecast
    • Fleet Size Forecast
    • PESTLE Analysis
    • Key Developments in the North American Robotaxi Industry
  • Growth Generator: Regional Analysis-Europe
    • Growth Metrics
    • Revenue Forecast
    • Fleet Size Forecast
    • PESTLE Analysis
    • Key Developments in the European Robotaxi Industry
    • Roadmap of the European Autonomous Mobility Industry, 2023-2025
  • Growth Generator: Regional Analysis-China
    • Growth Metrics
    • Revenue Forecast
    • Fleet Size Forecast
    • PESTLE Analysis
    • Key Developments in the Chinese Robotaxi Industry
    • South Korea: Regional Outlook
    • Japan: Regional Outlook
    • The Middle East: Regional Outlook
  • Company Profiles
    • Baidu
    • Waymo
  • Growth Opportunity Universe
    • Growth Opportunity 1: Digital Infrastructure and Technology
    • Growth Opportunity 2: Autonomous Mobility-as-a-Service
    • Growth Opportunity 3: Robotaxi Planning and Aftersales Services
  • Best Practices Recognition
  • Frost Radar
  • Next Steps
    • Benefits and Impacts of Growth Opportunities
    • Next Steps
    • Take the Next Step

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