Gasgoo Munich- Macquarie analysts have laid out a bold forecast in their latest report: the global robotaxi fleet will surge from roughly 7,000 units in 2025 to over 500,000 by 2030, before breaking the 3-million mark by 2035. That trajectory represents a near 430-fold expansion in market scale over the course of a decade.
As leading operators clear regulatory hurdles and penetrate the established taxi and ride-hailing markets, robotaxis are poised for an exponential growth window, the report states. Total global transaction volume is projected to land between $80 billion and $465 billion by the end of 2035—a wide range that reflects significant disparities in commercialization speeds and application density across regions.
Analysts also suggest that while automakers and parts suppliers are already integrating Level 4 technology into existing vehicle platforms, the market continues to underestimate the potential scale of this rollout. More automakers, Tier 1 suppliers, and electronics firms are expected to enter the arena, a trend that will directly boost the adoption of autonomous driving kits and hardware reuse rates, even as it rapidly heats up competition in the sector.
Transitioning from the current pre-commercialization phase of fewer than 10,000 vehicles to large-scale operations involving millions of units, the robotaxi sector is entering a pivotal cycle. It is a shift from technology verification to commercial monetization.
