Robotaxi market to be worth $168bn in 2035

Source: Counterpoint Research Global Robotaxi Vehicle Sales and Service Market Forecast, April 2026

Leading players such as Waymo, Baidu Apollo, Tesla, WeRide and Pony.ai are scaling operations across North America, China, Europe and Asia.

By 2035, the global robotaxi fleet is expected to reach 3.6 million vehicles.

China will lead in robotaxi fleet deployments with commercialization speed, government backing including V2X communications infrastructure and lower costs.

 The US is expected to remain the primary innovation hub for robotaxis, supported by early commercialisation in Phoenix, San Francisco, and Austin.

Tesla, which depends on vision-only autonomous technology, aims to accelerate its robotaxi deployments through its dedicated Cybercab vehicle.

Other players like Zoox, Uber (the latter with its various partners), along with players like Lyft, Motional, May Mobility, Avride, are also expected to capture market share.

“In China, Baidu is leading in deployments with its Apollo Go operating in major cities such as Wuhan, Beijing and Shenzhen,” says Coubterpoint’s Kevin Li, “however, there too, major competitors WeRide and Pony.ai, funded through their IPOs in late 2024, have made significant progress over the past year, increasing their fleet sizes as well as operational domain. Together, these three leading companies are expected to corner the majority of the Chinese robotaxi market. Alibaba-backed Didi, China’s leading ride hailing company, is also trialling its L4 autonomous vehicles in Guangzhou, Shanghai and Beijing and may yet emerge as a late challenger in the robotaxi market.”

Cities in Europe, the Middle East, Southeast Asia, Japan, South Korea and Australia will see a mix of US, Chinese and homegrown players like Wayve (pictured), MOIA, Grab, Bolt, Go Inc. and Kakao T compete for fleet trials, deployments and market share.

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