In 2024, Robotaxi once again stands at the crest of the wave, setting off a capital boom. Industry leaders have raked in huge amounts of financing. Unmanned driving technology is maturing, and Robotaxi is driving through the streets and alleys.
Robotaxi, or driverless taxi, is composed of three major elements: unmanned driving system, operating vehicles, and service platform. This corresponds to three types of players: unmanned driving technology companies, vehicle manufacturers, and mobility platforms.
Unmanned driving technology companies are divided into general-purpose and specialized ones. Vehicle manufacturers can either supply vehicles, develop autonomous driving systems, and build their own operating platforms, or just act as contract manufacturers. Mobility platforms can be either built by Robotaxi players themselves or be third-party mobility platforms.
The landscape of Robotaxi players is demonstrated from dimensions such as technological strength, operational accumulation, and commercialization progress. Technological strength takes the presence or absence of safety drivers as a watershed. After there are no safety drivers, it is further divided into 5G cloud driving and remote instruction assistance. Operational accumulation includes fleet size, number of operating cities, operating mileage, and operating hours. Most players have already started charging operations. Industry leaders are expected to achieve break-even by the end of 2024 and profitability in 2025.
Factors affecting the development and implementation of Robotaxi include technology, policy, and commercial operation. Technology is the key driving force, including software and hardware. In terms of software, industry leaders are turning to end-to-end models and introducing world models. Hardware mainly refers to perception sensors. Policy plays a guiding and regulatory role, and some domestic cities are at the forefront. Commercial operation assists Robotaxi, including fleet maintenance.
It is expected that by 2030, the penetration rate of domestic Robotaxi will reach 50%, the order volume will exceed 17.19 billion, and the market size is expected to reach 270 billion yuan. New star companies will emerge.
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