计算机行业点评报告：特斯拉Robotaxi商业化时刻将至

Investment Rating - The report maintains a "Recommended" rating for the computer industry, indicating a favorable outlook for the sector [1]. Core Insights - Tesla's Robotaxi is approaching commercialization, with plans to expand from an initial fleet of 10 vehicles to 1,000 within months, starting operations in Austin and expanding to cities like San Francisco and Los Angeles [2][3]. - The core advantages of Tesla's Robotaxi include significant data advantages, a strong computational barrier with a fleet of 5 million vehicles equipped with FSD hardware, and a cost advantage where production costs are projected to be only 20%-25% of Waymo's [2]. - The report identifies three key elements for the large-scale commercialization of Robotaxi: improved algorithm capabilities, reduced hardware costs, and supportive policies [3]. Summary by Sections Recent Developments - Elon Musk announced the tentative public trial date for Tesla's Robotaxi on June 22, 2025, marking a significant milestone in its operational timeline [1]. Market Potential - The global market for Robotaxi is projected to reach RMB 834.9 billion by 2030, with a compound annual growth rate (CAGR) of 239% from 2024 to 2030, and China expected to dominate this market [8]. Operational Performance - Companies like Pony.ai, WeRide, and others have deployed over 1,000 Robotaxis, with significant growth in passenger orders and operational scale [9]. - For instance, Pony.ai reported an 800% increase in passenger order revenue in Q1 2025, with plans to reach 1,000 vehicles by year-end [9]. Competitive Landscape - The report highlights key players in the Robotaxi space, including Wanma Technology, Horizon Robotics, and others, indicating a competitive environment with various companies actively deploying and scaling their Robotaxi fleets [9].