미국의 로보택시 시장 규모, 성장 및 동향 분석 보고서 2025-2030년

U.S. Robo Taxi Market Size, Share & Trends Analysis Report

미국의 로보택시 시장 – 추진형, 컴포넌트 타입별, 자율성 레벨별, 차량 타입별, 서비스 타입별, 용도별 및 세그먼트별 예측에 의한 시장규모, 성장 및 동향 분석 리포트 2025-2030년

U.S. Robo Taxi Market Size, Share & Trends Analysis Report By Propulsion Type, By Component Type, By Level Of Autonomy, By Vehicle Type, By Service Type, By Application, And Segment Forecasts, 2025 – 2030

　　　　주문/문의　　　　조사회사/라이센스/납기안내

미국의 로보택시 시장 규모는 2024년에 4억 5천만 달러로 추산되었으며 2025년부터 2030년까지 연평균 성장률 74.6%로 성장할 것으로 예상됩니다. 미국 로보 택시 산업의 성장은 샌프란시스코, 로스앤젤레스, 오스틴, 피닉스와 같은 주요 대도시 지역의 진보적인 도시 정책 이니셔티브에 의해 주도됩니다. 이러한 도시는 스마트 교통 실험의 최전선에 있으며, 지방 자치 단체는 자율 주행 구역, 혼잡 통행료 모델 및 AV 전용 구역 코드를 적극적으로 시범 운영하고 있습니다. 시 정부는 또한 모빌리티 기술 회사와 직접적인 파트너십을 맺어 지역 지속 가능성 및 교통 관리 목표에 부합하는 운영 프레임워크를 공동 개발하고 있습니다. AV 도입에 대한 이러한 분산형 도시 중심 접근 방식은 미국에서만 가능하며 고밀도 도시 회랑에서 로보 택시 서비스의 상업적 출시를 가속화하고 있습니다.

U.S. Robo Taxi Market Size & Trends

The U.S. robo taxi market size was estimated at USD 0.45 billion in 2024 and is projected to grow at a CAGR of 74.6% from 2025 to 2030. The growth of the U.S. robo-taxi industry is driven by progressive urban policy initiatives in major metropolitan areas such as San Francisco, Los Angeles, Austin, and Phoenix. These cities are at the forefront of smart transportation experimentation, with municipal authorities actively piloting autonomous mobility zones, congestion pricing models, and AV-specific zoning codes. City governments are also forging direct partnerships with mobility tech firms to co-develop operational frameworks that align with local sustainability and traffic management goals. This decentralized, city-driven approach to AV adoption is unique to the U.S. and is accelerating the commercial rollout of robo-taxi services in high-density urban corridors.

Unlike many other countries, the U.S. robo taxi market benefits from a hyper-competitive innovation ecosystem fueled by well-funded technology giants and a vibrant startup culture. Companies such as Waymo, Cruise, Zoox (Amazon), and Aurora leverage significant capital, proprietary technology stacks, and local testing permissions to rapidly iterate and refine autonomous ride-hailing platforms. At the same time, smaller startups are carving out niche innovations in mapping, safety software, and autonomous fleet management. The high concentration of intellectual property, venture funding, and talent in U.S. tech hubs, particularly in California and Texas, ensures a continuous stream of innovation that propels the robo-taxi market forward.

다른 많은 국가와 달리, 미국 로보 택시 시장은 자금력이 풍부한 거대 기술 기업들과 활발한 스타트업 문화가 뒷받침하는 초경쟁적인 혁신 생태계의 혜택을 누리고 있습니다. Waymo, Cruise, Zoox(아마존), Aurora와 같은 기업들은 상당한 자본, 독점 기술 스택, 그리고 지역 테스트 허가를 활용하여 자율주행 승차 공유 플랫폼을 빠르게 개선하고 개선하고 있습니다. 동시에, 소규모 스타트업들은 지도 제작, 안전 소프트웨어, 그리고 자율주행 차량 관리 분야에서 틈새 혁신을 개척하고 있습니다. 미국 기술 허브, 특히 캘리포니아와 텍사스에 집중된 지적 재산권, 벤처 자금, 그리고 인재들은 로보 택시 시장을 발전시키는 지속적인 혁신의 원동력이 되고 있습니다.

In the U.S., established ride-hailing giants like Uber and Lyft are strategically positioning themselves to incorporate robo-taxis into their platforms, either through in-house development or partnerships with AV companies. This integration enables a seamless user experience and facilitates the transition for current ride-hail customers. Additionally, new business models such as robo-taxi subscriptions and bundled mobility packages are being tested in select U.S. markets. These models offer flat-rate or usage-based pricing, ensuring predictability and affordability for urban commuters and signaling a shift from per-ride charges to service-based contracts.

미국에서는 Uber와 Lyft 같은 기존 승차 공유 대기업들이 자체 개발 또는 자율주행차 업체와의 파트너십을 통해 로보택시를 자사 플랫폼에 통합하기 위해 전략적으로 포지셔닝하고 있습니다. 이러한 통합은 원활한 사용자 경험을 제공하고 기존 승차 공유 고객의 전환을 용이하게 합니다. 또한, 로보택시 구독 및 모빌리티 패키지와 같은 새로운 비즈니스 모델이 일부 미국 시장에서 시험되고 있습니다. 이러한 모델은 정액제 또는 사용량 기반 요금제를 제공하여 도시 통근자들의 예측 가능성과 경제성을 보장하고, 승차 건당 요금에서 서비스 기반 계약으로의 전환을 시사합니다.

Labor market dynamics serve as a unique catalyst for robo-taxi adoption in the U.S. A persistent shortage of rideshare and taxi drivers, coupled with rising wages and employment regulations in states like California and New York, is propelling fleet operators and mobility companies to hasten the transition toward automation. Robo-taxis offer an appealing alternative by removing driver-related operational costs and compliance complexities. This labor-focused cost pressure is particularly noticeable in urban centers with high demand for 24/7 mobility services, where the cost-effectiveness of driverless fleets provides significant margin benefits.

The U.S. insurance industry plays a pivotal role in enabling robo-taxi deployments by developing innovative underwriting models and liability frameworks tailored to autonomous vehicles. Insurers leverage telematics data, AV simulation platforms, and behavioral AI to assess risk and create customized policies for robo-taxi fleets. Regulatory flexibility at the state level allows for experimentation with alternative insurance models, including usage-based pricing and fleet-level coverage. This proactive adaptation by U.S. insurers reduces one of the major commercial barriers to robo-taxi scalability and creates a more secure environment for investment and fleet expansion.

U.S. Robo Taxi Market Report Scope

U.S. Robo Taxi Market Report Segmentation

This report forecasts revenue growth at the country level and provides an analysis of the latest industry trends in each of the sub-segments from 2018 to 2030. For this study, Grand View Research has segmented the U.S. robo taxi market report based on propulsion type, component type, level of autonomy, vehicle type,service type, and application:

• Propulsion Type Outlook (Revenue, USD Million, 2018 – 2030)
• Electric Vehicles
• Hybrid Electric Vehicles
• Fuel Cell Vehicle
• Component Type Outlook (Revenue, USD Million, 2018 – 2030)
• LiDAR
• Radar
• Camera
• Sensor
• Level of Autonomy Outlook (Revenue, USD Million, 2018 – 2030)
• Level 4
• Level 5
• Vehicle Type Outlook (Revenue, USD Million, 2018 – 2030)
• Cars
• Shuttles/Vans
• Service Type Outlook (Revenue, USD Million, 2018 – 2030)
• Car Rental
• Station-based
• Application Outlook (Revenue, USD Million, 2018 – 2030)
• Passenger
• Goods

Table of Contents

Chapter 1. Methodology and Scope

1.1. Market Segmentation and Scope

1.2. Research Methodology

1.2.1. Information Procurement

1.3. Information or Data Analysis

1.4. Methodology

1.5. Research Scope and Assumptions

1.6. Market Formulation & Validation

1.7. Country Based Segment Share Calculation

1.8. List of Data Sources

Chapter 2. Executive Summary

2.1. Market Outlook

2.2. Segment Outlook

2.3. Competitive Insights

Chapter 3. U.S. Robo Taxi Market Variables, Trends, & Scope

3.1. Market Lineage Outlook

3.2. Market Dynamics

3.2.1. Market Driver Analysis

3.2.2. Market Restraint Analysis

3.2.3. Industry Challenge

3.3. U.S. Robo Taxi Market Analysis Tools

3.3.1. Industry Analysis – Porter’s

3.3.1.1. Bargaining power of the suppliers

3.3.1.2. Bargaining power of the buyers

3.3.1.3. Threats of substitution

3.3.1.4. Threats from new entrants

3.3.1.5. Competitive rivalry

3.3.2. PESTEL Analysis

3.3.2.1. Political landscape

3.3.2.2. Economic landscape

3.3.2.3. Social landscape

3.3.2.4. Technological landscape

3.3.2.5. Environmental landscape

3.3.2.6. Legal landscape

Chapter 4. U.S. Robo Taxi Market: Propulsion Type Estimates & Trend Analysis

4.1. Segment Dashboard

4.2. U.S. Robo Taxi Market: Propulsion Type Movement Analysis, 2024 & 2030 (USD Million)

4.3. Electric Vehicles

4.3.1. Electric Vehicles Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

4.4. Hybrid Electric Vehicles

4.4.1. Hybrid Electric Vehicles Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

4.5. Fuel Cell Vehicles

4.5.1. Fuel Cell Vehicles Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

Chapter 5. U.S. Robo Taxi Market: Component Type Estimates & Trend Analysis

5.1. Segment Dashboard

5.2. U.S. Robo Taxi Market: Component Type Movement Analysis, 2024 & 2030 (USD Million)

5.3. LiDAR

5.3.1. LiDAR Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

5.4. Radar

5.4.1. Radar Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

5.5. Camera

5.5.1. NFV Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

5.6. Sensors

5.6.1. Sensors Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

Chapter 6. U.S. Robo Taxi Market: Level of Autonomy Estimates & Trend Analysis

6.1. Segment Dashboard

6.2. U.S. Robo Taxi Market: Level of Autonomy Movement Analysis, 2024 & 2030 (USD Million)

6.3. Level 4

6.3.1. Level 4 Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

6.4. Level 5

6.4.1. Level 5 Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

Chapter 7. U.S. Robo Taxi Market: Vehicle Type Estimates & Trend Analysis

7.1. Segment Dashboard

7.2. U.S. Robo Taxi Market: Vehicle Type Movement Analysis, 2024 & 2030 (USD Million)

7.3. Cars

7.3.1. Cars Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

7.4. Shuttles/Vans

7.4.1. Shuttles/Vans Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

Chapter 8. U.S. Robo Taxi Market: Service Type Estimates & Trend Analysis

8.1. Segment Dashboard

8.2. U.S. Robo Taxi Market: Service Type Movement Analysis, 2024 & 2030 (USD Million)

8.3. Car Rental

8.3.1. Car Rental Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

8.4. Shuttles/Vans

8.4.1. Shuttles/Vans Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

Chapter 9. U.S. Robo Taxi Market: Application Estimates & Trend Analysis

9.1. Segment Dashboard

9.2. U.S. Robo Taxi Market: Application Movement Analysis, 2024 & 2030 (USD Million)

9.3. Passengers

9.3.1. Passengers Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

9.4. Goods

9.4.1. Goods Market Revenue Estimates and Forecasts, 2018 – 2030 (USD Million)

Chapter 10. Competitive Landscape

10.1. Company Categorization

10.2. Company Market Positioning

10.3. Company Heat Map Analysis

10.4. Company Profiles/Listing

10.4.1. Waymo LLC

10.4.1.1. Participant’s Overview

10.4.1.2. Financial Performance

10.4.1.3. Product Benchmarking

10.4.1.4. Strategic Initiatives

10.4.2. Cruise LLC

10.4.2.1. Participant’s Overview

10.4.2.2. Financial Performance

10.4.2.3. Product Benchmarking

10.4.2.4. Strategic Initiatives

10.4.3. Tesla Inc.

10.4.3.1. Participant’s Overview

10.4.3.2. Financial Performance

10.4.3.3. Product Benchmarking

10.4.3.4. Strategic Initiatives

10.4.4. Aptiv

10.4.4.1. Participant’s Overview

10.4.4.2. Financial Performance

10.4.4.3. Product Benchmarking

10.4.4.4. Strategic Initiatives

10.4.5. Uber Technologies Inc.

10.4.5.1. Participant’s Overview

10.4.5.2. Financial Performance

10.4.5.3. Product Benchmarking

10.4.5.4. Strategic Initiatives

10.4.6. Lyft, Inc.

10.4.6.1. Participant’s Overview

10.4.6.2. Financial Performance

10.4.6.3. Product Benchmarking

10.4.6.4. Strategic Initiatives

10.4.7. Zoox, Inc.

10.4.7.1. Participant’s Overview

10.4.7.2. Financial Performance

10.4.7.3. Product Benchmarking

10.4.7.4. Strategic Initiatives

10.4.8. Aurora Operations, Inc.

10.4.8.1. Participant’s Overview

10.4.8.2. Financial Performance

10.4.8.3. Product Benchmarking

10.4.8.4. Strategic Initiatives

10.4.9. Nuro

10.4.9.1. Participant’s Overview

10.4.9.2. Financial Performance

10.4.9.3. Product Benchmarking

10.4.9.4. Strategic Initiatives

10.4.10. Gatik

10.4.10.1. Participant’s Overview

10.4.10.2. Financial Performance

10.4.10.3. Product Benchmarking

10.4.10.4. Strategic Initiatives

List of Tables

Table 1 U.S. Robo Taxi Market size estimates & forecasts 2018 – 2030 (USD Million)

Table 2 U.S. Robo Taxi Market, by Propulsion Type, 2018 – 2030 (USD Million)

Table 3 U.S. Robo Taxi Market, By Component Type, 2018 – 2030 (USD Million)

Table 4 U.S. Robo Taxi Market, by Level of Autonomy, 2018 – 2030 (USD Million)

Table 5 U.S. Robo Taxi Market, by Vehicle Type, 2018 – 2030 (USD Million)

Table 6 U.S. Robo Taxi Market, by Service Type, 2018 – 2030 (USD Million)

Table 7 U.S. Robo Taxi Market, by Application, 2018 – 2030 (USD Million)

Table 8 Electric Vehicles Market, by Region, 2018 – 2030 (USD Million)

Table 9 Hybrid Electric Vehicles Market, by Region, 2018 – 2030 (USD Million)

Table 10 Fuel Cell Vehicles Market, by Region, 2018 – 2030 (USD Million)

Table 11 LiDAR Market, by Region, 2018 – 2030 (USD Million)

Table 12 Radar Market, by Region, 2018 – 2030 (USD Million)

Table 13 Camera Market, by Region, 2018 – 2030 (USD Million)

Table 14 Sensors Market, by Region, 2018 – 2030 (USD Million)

Table 15 Level 4 Market, by Region, 2018 – 2030 (USD Million)

Table 16 Level 5 Market, by Region, 2018 – 2030 (USD Million)

Table 17 Cars Market, by Region, 2018 – 2030 (USD Million)

Table 18 Shuttles/Vans Market, by Region, 2018 – 2030 (USD Million)

Table 19 Car Rental Market, by Region, 2018 – 2030 (USD Million)

Table 20 Station-based Market, by Region, 2018 – 2030 (USD Million)

Table 21 Passenger Market, by Region, 2018 – 2030 (USD Million)

Table 22 Goods Market, by Region, 2018 – 2030 (USD Million)

List of Figures

Fig. 1 U.S. Robo Taxi Market segmentation

Fig. 2 Market research deployment mode

Fig. 3 Information procurement

Fig. 4 Primary research pattern

Fig. 5 Market research approaches

Fig. 6 Value chain-based sizing & forecasting

Fig. 7 Parent market analysis

Fig. 8 Market formulation & validation

Fig. 9 U.S. Robo Taxi Market snapshot

Fig. 10 U.S. Robo Taxi Market segment snapshot

Fig. 11 U.S. Robo Taxi Market competitive landscape snapshot

Fig. 12 Market research deployment mode

Fig. 13 Market driver relevance analysis (Current & future impact)

Fig. 14 Market restraint relevance analysis (Current & future impact)

Fig. 15 U.S. Robo Taxi Market: Propulsion Type outlook key takeaways (USD Million)

Fig. 16 U.S. Robo Taxi Market: Propulsion Type movement analysis 2024 & 2030 (USD Million)

Fig. 17 Electric Vehicles market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 18 Hybrid Electric Vehicles market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 19 Fuel Cell Vehicles market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 20 U.S. Robo Taxi Market: Component Type outlook key takeaways (USD Million)

Fig. 21 U.S. Robo Taxi Market: Component Type movement analysis 2024 & 2030 (USD Million)

Fig. 22 LiDAR market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 23 Radar market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 24 Camera market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 25 Sensors market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 26 U.S. Robo Taxi Market: Level of Autonomy outlook key takeaways (USD Million)

Fig. 27 U.S. Robo Taxi Market: Level of Autonomy movement analysis 2024 & 2030 (USD Million)

Fig. 28 Level 4 market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 29 Level 5 market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 30 U.S. Robo Taxi Market: Vehicle Type outlook key takeaways (USD Million)

Fig. 31 U.S. Robo Taxi Market: Vehicle Type movement analysis 2024 & 2030 (USD Million)

Fig. 32 Cars market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 33 Shuttles/Vans market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 34 U.S. Robo Taxi Market: Service Type outlook key takeaways (USD Million)

Fig. 35 U.S. Robo Taxi Market: Service Type movement analysis 2024 & 2030 (USD Million)

Fig. 36 Car Rental market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 37 Station-based market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 38 U.S. Robo Taxi Market: Application outlook key takeaways (USD Million)

Fig. 39 U.S. Robo Taxi Market: Application movement analysis 2024 & 2030 (USD Million)

Fig. 40 Passenger market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 41 Goods market revenue estimates and forecasts, 2018 – 2030 (USD Million)

Fig. 42 Strategy framework

Fig. 43 Company Categorization