Report: Robotaxis in the Spotlight

This report provides a comprehensive overview of the robotaxi industry, examining market trends, core technologies, and the obstacles companies face in achieving widespread adoption.

Robotaxis, once a futuristic concept, are now operating on the streets of cities like San Francisco, Austin, Phoenix, and Shanghai. Companies such as Waymo, Cruise, and Pony.ai are competing fiercely to establish themselves as leaders in this rapidly developing industry.

The demand for sustainable, efficient, and convenient urban mobility is fueling interest in robotaxis. As cities around the world grapple with issues like congestion, pollution, and shortage of efficient transportation, robotaxis offer a solution that aligns with the broader need for mobility. The global robotaxi market is projected to grow at a CAGR of 90.2%, reaching an estimated US$38.9 billion by 2030.

In this report we explore the rise of robotaxis and dive into the current market, competitive landscape, and essential technology driving the industry towards wider adoption.

Most importantly, this report will provide an in-depth analysis of autonomous vehicle disengagement data reported by the California DMV between 2021 and 2023. The report covers:

Analysis of disengagement root causes
Analysis of software-related disengagements
Trends in disengagement causes

By analyzing disengagement and accident data from recent years, the report identifies the underlying issues affecting robotaxi performance and highlights how emerging technologies like Vehicle-to-Everything (V2X) communication can help address these challenges. In doing so, this report aims to offer a forward-looking perspective on the future of robotaxis and recommend potential pathways toward safer and more reliable autonomous transportation.