Robotaxi行业深度：商业化进展、竞争格局、产业链及相关公司深度梳理

Group 1 - Robotaxi is a shared mobility service based on L4/L5 autonomous driving technology, offering advantages such as safety and low cost, and is a key application for advanced intelligent driving [1][5] - The global Robotaxi market is rapidly commercializing, with significant developments in the Middle East, Europe, and major cities in Asia, supported by favorable policies and demographic trends [1][2] - In China, Robotaxi development is advanced due to cost control, infrastructure, data richness, and resource reuse, with a regulatory framework being established to support commercialization [1][2][20] Group 2 - The industry is currently in a pilot phase, characterized by a bipolar driving pattern between the US and China, with leading companies like Waymo and Tesla in the US, and companies like Baidu's Apollo and Pony.ai in China [2][39] - The business model typically involves a triangular cooperation model of "intelligent driving technology + hardware production + terminal operation," with ongoing negotiations over profit distribution and control [2][41] - The global market for Robotaxi is projected to reach $352.6 billion by 2035, with the Chinese market expected to exceed 158.3 billion yuan by 2030 [2][6] Group 3 - The industry is experiencing a shift in value from hardware to data operations, with the supply chain comprising core hardware, autonomous driving solution providers, and operational efficiency [2][6] - Companies are accelerating their global expansion, leveraging technological and cost advantages, particularly in markets like the Middle East [2][48] - The competitive landscape is evolving, with leading companies in China focusing on full autonomous operations in major cities, while the second tier is rapidly catching up [2][46] Group 4 - The regulatory framework in China is crucial for the development of Robotaxi, with multiple departments creating a closed-loop management system to ensure safety and compliance [20][21] - Cost reduction is a fundamental driver for Robotaxi, as eliminating human driver costs allows for a more competitive pricing model [22][23] - Technological advancements are driving down the costs of key components, such as sensors and chips, which is essential for scaling operations [30][40]