米国のロボタクシー市場規模、成長と動向分析レポート 2025-2030年

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

米国のロボタクシー市場 - 推進タイプ、コンポーネントタイプ別、自律性レベル別、車両タイプ別、サービスタイプ別、用途別、およびセグメント別予測による市場規模、成長と動向分析レポート 2025-2030年
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

商品番号 : SMB-82347

出版社Grand View Research
出版年月2025年6月
ページ数130
価格タイプシングルユーザライセンス
価格USD 4,950
種別英文調査報告書

米国のロボタクシー市場規模は2024年に4億5,000万米ドルと推定され、2025年から2030年にかけて年平均成長率(CAGR)74.6%で成長すると予測されています。米国のロボタクシー業界の成長は、サンフランシスコ、ロサンゼルス、オースティン、フェニックスなどの大都市圏における先進的な都市政策の取り組みによって牽引されています。これらの都市はスマート交通実験の最前線にあり、自治体は自律移動ゾーン、混雑課金モデル、AV専用のゾーニングコードを積極的に試験的に導入しています。また、自治体はモビリティテクノロジー企業と直接提携し、地域の持続可能性と交通管理の目標に沿った運用フレームワークを共同開発しています。この分散型で都市主導のAV導入アプローチは米国独自のものであり、高密度都市部におけるロボタクシーサービスの商用展開を加速させています。

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.

米国のロボタクシー市場規模、成長と動向分析レポート 2025-2030年
us-robo-taxi-market-size

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.

他の多くの国とは異なり、米国のロボタクシー市場は、潤沢な資金を持つ巨大テクノロジー企業と活気あるスタートアップ文化に支えられた、熾烈な競争が繰り広げられるイノベーション・エコシステムの恩恵を受けています。Waymo、Cruise、Zoox(Amazon)、Auroraといった企業は、巨額の資金、独自の技術スタック、そして現地での試験許可を活用し、自動運転配車プラットフォームを迅速に改良・改善しています。同時に、小規模なスタートアップ企業は、マッピング、安全ソフトウェア、自動運転車両管理といったニッチな分野でイノベーションを創出しています。知的財産、ベンチャー資金、そして優秀な人材が、特にカリフォルニア州とテキサス州といった米国のテクノロジーハブに集中していることが、ロボタクシー市場を前進させる継続的なイノベーションの源泉となっています。

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.

米国では、UberやLyftといった既存の配車サービス大手が、自社開発や自動運転企業との提携を通じて、ロボタクシーを自社プラットフォームに組み込む戦略的な態勢を整えています。この統合により、シームレスなユーザーエクスペリエンスが実現し、既存の配車サービス利用者の移行が容易になります。さらに、ロボタクシーのサブスクリプションやモビリティパッケージのバンドルといった新しいビジネスモデルが、米国の一部市場で試験運用されています。これらのモデルは、定額制または利用量に応じた料金体系を採用することで、都市部の通勤者にとって予測可能性と手頃な価格を実現し、乗車ごとの料金からサービスベースの契約への移行を示唆しています。

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.

米国におけるロボタクシー導入の促進要因として、労働市場のダイナミクスが重要な役割を果たしています。ライドシェアやタクシーの運転手不足が慢性化している状況に加え、カリフォルニア州やニューヨーク州などの州では賃金の上昇と雇用規制が深刻化しており、フリートオペレーターやモビリティ企業は自動化への移行を加速させています。ロボタクシーは、運転手関連の運用コストとコンプライアンスの複雑さを排除することで、魅力的な代替手段となります。こうした人件費を中心としたコスト圧力は、24時間365日体制のモビリティサービスへの需要が高い都市部で特に顕著であり、無人運転フリートのコスト効率の高さが大きな利益率向上をもたらします。

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

Report AttributeDetails
Market size value in 2025USD 0.64 billion
Revenue forecast in 2030USD 10.39 billion
Growth rateCAGR of 74.6% from 2025 to 2030
Base year for estimation2024
Historical data2018 – 2023
Forecast period2025 – 2030
Quantitative unitsRevenue in USD million/billion and CAGR from 2025 to 2030
Report coverageRevenue forecast, company ranking, competitive landscape, growth factors, and trends
Segments coveredPropulsion type, component type, level of autonomy, vehicle type, service type, application, region
Key companies profiledWaymo LLC; Cruise LLC; Tesla Inc.; Aptiv; Uber Technologies Inc.; Lyft, Inc.; Zoox, Inc.; Aurora Operations, Inc.; Nuro; Gatik
Customization scopeFree report customization (equivalent up to 8 analysts working days) with purchase. Addition or alteration to country, regional & segment 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