Ge Long Hui·2026-01-07 07:04Core Insights - Boston Consulting Group (BCG) released a comprehensive report on the global Robotaxi industry, evaluating the market in China and worldwide, predicting future market size, and assessing the unit economics model for major domestic and international markets [1] - WeRide (文远知行) demonstrates significant advantages in commercialization progress, operational scale, safety, and passenger experience compared to other Robotaxi companies [1] Market Evaluation - BCG conducted a survey with nearly 500 valid samples to assess the operational consistency of Robotaxi services in domestic and international markets, finding that WeRide maintains high consistency in performance across regions, with improved efficiency in the Middle East [1] - The report highlights that WeRide has commenced actual operations in cities like Abu Dhabi, Dubai, and Riyadh, confirming that their services are not merely pilot projects [2] Performance Metrics - In the Middle East, WeRide's average vehicle speed is significantly higher than domestic samples, with fewer occurrences of sudden acceleration and braking, indicating better adaptability and stability of its autonomous driving system [3] - A comparative analysis of three major Robotaxi brands (WeRide, Pony.ai, and LoBot) showed that WeRide has the shortest average waiting time for ride requests and leads in average speed and driving behavior metrics [7] Economic Viability - BCG estimates that achieving breakeven for Robotaxi unit economics in China will be challenging in the short term, with optimistic projections suggesting breakeven by the end of 2027 in first-tier cities and by 2029 under neutral estimates [7] - In contrast, the payment capacity and travel costs in major global markets (US, Europe, Asia-Pacific, and the Middle East) are significantly higher than in China, providing substantial growth opportunities for Robotaxi services [7] - WeRide is positioned to achieve unit breakeven in overseas markets ahead of its competitors due to its early operational advantages [7] Operational Footprint - WeRide has deployed Robotaxi services in over 10 cities globally, including commercial operations in Abu Dhabi, Beijing, and Guangzhou [8]