瑞银预计：2039年前后中国自动驾驶出租车需求或达400万辆

Core Insights - UBS predicts that the demand for autonomous taxis in China could reach 4 million by around 2039, with 300,000 autonomous taxis expected to be deployed in first-tier cities by the early 2030s [1] Group 1: Market Potential - The market for autonomous taxis in China could reach $183 billion within the next 5-15 years if nationwide deployment occurs, and could expand to $394 billion when including markets outside the U.S. [1] - The rapid development of autonomous taxis is anticipated to occur once technology reaches a critical point, leading to widespread adoption almost overnight [1] Group 2: Cost and Development - The cost of autonomous taxis is projected to drop below 300,000 RMB, which includes the vehicle cost and the costs of sensors and computing units [1] - The acceleration in the development of autonomous taxis is also expected to create opportunities in related markets, such as lidar and autonomous driving chips, which are projected to reach approximately 50 billion RMB each by 2029-2030 [1]