Robotaxis : Countdown to take-off

Robotaxis have moved beyond the realm of speculation and into commercial reality. They are already operating at scale in major metropolitan areas across the United States, China, and the Middle East, with deployment gaining momentum. As the market is projected to surpass USD 180 billion by 2034, robotaxis are set to reshape employment patterns, value chains, urban space, and regulatory frameworks making them a strategic priority for public authorities, mobility operators, and industrial stakeholders alike.

Our observatory approaches robotaxis not as a standalone technology, but as a systemic transformation reshaping economic structures, territorial dynamics, and governance models. To capture this complexity, we combine fact-based market analysis with international benchmarking across four key dimensions :​

• Technology & industrial ecosystem: Level 4 maturity, cost trajectories, supply chains, platform and fleet models.​

• Regulation, safety & liability: contrasting approaches in the United States, China, Europe, and GCC, approval processes, liability in case of accidents, data protection.​

• Urban and territorial transformation: impact on vehicle ownership, integration into MaaS, reallocation of public space, infrastructures and smart cities.​

• Culture, acceptance & employment: risk perception, regional cultural differences, social resistance, transition from driving jobs to new roles.​

• Value creation through robotaxis depends on the ability to orchestrate these dimensions – technology, regulation, culture, and urban planning – within a “responsible innovation” framework.

The success of robotaxis will not hinge solely on technological performance. Competitive advantage will instead be determined by stakeholders’ ability to craft coherent strategies that align business models with regulatory pathways, social acceptance, and urban policy objectives.

Do you want to understand how robotaxis could impact your territory, your operations, or your industrial strategy?​

Access the full study or contact our teams for analyses and scenarios tailored to your specific challenges.