China Autonomous Vehicles Market Size
The China Autonomous Vehicles Market in China is projected to grow from US$8.01 billion in 2023 to US$31.6 billion by 2030, with an estimated CAGR of 21.66% from 2024 to 2030.
China Autonomous Vehicles Market Overview
The adoption of ACES standards, carbon neutrality goals, and emission reduction targets is reshaping China’s automotive industry, pushing forward advancements in autonomous driving and transforming on-road mobility. Innovations in autonomous technology are driving changes in both the automotive and broader mobility sectors, with self-driving trucks and robotaxis now a reality in China, signaling a new era of smart transportation.
In certain Chinese regions, autonomous taxis, or “robotaxis,” can be booked via ride-hailing apps, allowing passengers to travel to various destinations like residential areas, business districts, and transit stations. Users simply select pick-up and drop-off locations, and within minutes, a self-driving vehicle arrives to transport them.
China leads globally in developing and implementing autonomous vehicles. Companies such as Baidu are rolling out self-driving taxis as they aim to create the world’s largest autonomous ride-hailing service. Baidu’s Apollo Go platform aims to operate in 65 cities by 2025 and expand to 100 by 2030, underscoring China’s commitment to autonomous vehicle innovation.
China’s roadmap for autonomous vehicles
China’s autonomous vehicle roadmap, issued in 2020, set specific goals for 2025, with plans for large-scale production of L3 vehicles and the launch of L4 vehicles in select scenarios. Network coverage for LTE-V2X is expanding, and high-precision 5G-V2X networks are being introduced in select urban and highway locations. Comprehensive regulatory standards for autonomous driving are currently being developed in China.
Chinese technology companies like Pony.ai, WeRide, and Didi Autonomous Driving are actively promoting autonomous technology across the country. Supportive regulations, such as allowing extensive road testing in Beijing, could position China as a global leader in autonomous vehicle technology. By 2025, half of the new vehicles sold in China are anticipated to feature some degree of autonomous capability.
To accelerate the adoption of driverless vehicles, China’s government has introduced policies allowing a broader range of autonomous road testing, and has drafted national guidelines for the use of autonomous vehicles in public transit. Baidu has received permits to charge for fully autonomous ride-hailing services in Wuhan and Yongchuan. Significant industry consolidation is also expected in the coming years. For instance, China’s Ministry of Industry and Information Technology (MIIT) in July 2021 provided new guidelines that paved the way for the mass production of L3 and L4 autonomous vehicles.
Leading Autonomous Vehicle Companies in China
Key players in China’s autonomous vehicle market include AutoX, Baidu Apollo, Didi Chuxing, Pony.ai, TuSimple, and WeRide.
Company Highlights
AutoX
In 2021, AutoX became the first company in China to operate fully autonomous vehicles without a safety driver.
In January 2022, AutoX launched a pilot program in Shenzhen, creating China’s largest driverless RoboTaxi zone.
In February 2024, AutoX received commercial pilot qualifications to operate intelligent connected vehicles without human intervention in Shenzhen.
Baidu Apollo
February 2024: Apollo Go launched fully autonomous rides across Wuhan’s Yangsigang and Baishazhou bridges.
September 2023: Baidu expanded its autonomous driving services in Wuhan.
August 2022: Baidu deployed its first fleet of fully driverless robotaxis.
Didi Chuxing
April 2023: Collaborating with Chinese automakers, Didi plans to launch robotaxis, branded as “Didi Neuron,” by 2025.
September 2023: Didi and XPeng announced a partnership to enhance smart EV technology.
April 2024: Didi’s joint venture with GAC’s EV unit aims to mass-produce robotaxis by 2025.
By 2030, Didi plans to have over a million self-driving cars on its platform.
Pony.ai
August 2023: Formed a joint venture with Toyota to mass-produce robotaxis.
September 2023: Pony.ai and Baidu began charging fares for driverless taxis in Beijing’s Yizhuang district.
November 2023: Received a license to test L4 autonomous trucks on open roads in Guangzhou.
TuSimple
June 2023: TuSimple secured a license for fully driverless testing in Shanghai’s Pudong New Area.
2024: TuSimple, in partnership with DHL, expects to deliver its first autonomous trucks, part of a larger order of 6,875 trucks.
WeRide
December 2023: WeRide received permission to operate a fare-charging robotaxi service without a safety driver in Beijing’s Yizhuang area.
2021: Announced a partnership with Nissan to develop autonomous driving technology specifically for the Chinese market.
China’s autonomous vehicle market is rapidly advancing, with support from both private companies and government regulations promoting its development across the country. This proactive approach has solidified China’s position as a global leader in autonomous vehicle technology, with strong growth anticipated in the coming decade.
Level of Driving – Market breakup from 5 viewpoints:
1. L1
2. L2
3. L3
4. L4
5. L5
Hardware – Market breakup from 13 viewpoints:
1. Passive Components
2. Embedded Modem
3. Ultrasonic Sensors
4. Odometry Sensors
5. Other Electronics & Architecture
6. Actuators
7. HMI Hardware
8. Mapping Hardware
9. Embedded Controls Hardware
10. V2X Hardware
11. Cameras
12. Radar
13. Lidar
Software – Market breakup from 5 viewpoints:
1. HMI Software
2. Data Security Software
3. Mapping Software
4. Embedded Controls Software
5. V2X Software
Vehicle Type- Market breakup from 2 viewpoints:
1. Passenger Vehicle
2. Commercial Vehicle
Application – Market breakup from 4 viewpoints:
1. Civil
2. Defense
3. Transportation & Logistics
4. Construction
Propulsion – Market breakup from 5 viewpoints:
1. Battery Electric Vehicle
2. Fuel Cell Electric Vehicles
3. Hybrid Electric Vehicle
4. Internal Combustion Engine
5. Plug-in Hybrid Electric Vehicle
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All companies have been covered from 2 viewpoints:
• Overview
• Recent Development
Company Analysis:
1. AutoX
2. Baidu Apollo
3. Didi Chuxing
4. Pony.ai
5. TuSimple
6. WeRide
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