Robotic vehicles: steering towards a $1B market value

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What strategies will Baidu-Apollo, Cruise, Waymo, AutoX, and others adopt in response to this revolution?


  • The robotic vehicle processor market is expected to reach US$1 billion in 2034, with an estimated 48% CAGR from 2023 to 2034.
  • Market segmentation: the expanding robotaxi market will see a division between processors tailored for automotive use and those specifically designed for the purpose.
  • Robotaxis and robot trucks are dominated by the United States and China, with Europe trailing behind in robot shuttles.

Essential for achieving autonomy, robotic vehicle processors demand significant computing power for instantaneous decision-making. Initially, server/PC-grade processors were employed due to their robust computing capabilities. However, with advancements in the automotive processor market, those tailored for ADAS /AD functions have emerged as more cost-effective and energy-efficient alternatives for robotic vehicles.

Adrien Sanchez, Senior Technology & Market Analyst, Computing at Yole Group
“Nvidia, an early player, introduced high-performance processors with the Parker architecture in 2016, now widely utilized in numerous robotic vehicles. However, competition has intensified with the development of ADAS/AD processors, gaining momentum from companies like Mobileye, Qualcomm, and Huawei. Notably, startups such as Horizon Robotic and Black Sesame provide potential solutions, particularly for Chinese companies aiming for secure domestic supply chains.”

On the architectural front, diverse solutions are emerging. Mobileye, for instance, has pioneered a scalable processor family, departing from a fully centralized architecture based on a single processor. This approach not only reduces development costs but also provides a flexible solution tailored to the specific needs of its customers.

Simultaneously, a prevailing trend among leaders in the robotic industry involves the in-house development of custom processors to precisely address specific requirements.

In this context, Yole Group releases its market & technology report, Computing and AI for Robotic Mobility 2024. In this report, the company provides an overview of the development of robotic vehicles, including robotaxis, robot shuttles, and robot trucks. It also delivers an in-depth analysis of the ecosystem and players for robotic vehicles and processors and gives an overview of computing and other technologies for robotaxis. With this study, Yole Group delivers an in-depth understanding of the ecosystem and players for processors.

Titre du visuel

june 2021

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Thematic(s) :

Hugo Antoine, Technology & Market Analyst, Computing at Yole Group
“The global landscape for robotic vehicles is characterized by three key regions: the United States, China, and Europe. In the U.S., active testing of autonomous vehicles is underway, with robotaxi services already available in a few cities, and rapid progress in the deployment of robot trucks connecting the East Coast to the West Coast,”

China has asserted itself as a frontrunner in autonomous technology, with Baidu-Apollo leading in robotaxi and shuttle services, closely followed by dynamic companies like WeRide and Europe, too, is actively involved, particularly in robot shuttle companies and testing initiatives.

The Middle East, notably the UAE and KSA, is actively participating in robotic mobility projects through strategic partnerships with European, Chinese, and American companies. In the autonomous vehicle industry, companies focusing on robotic vehicles initially prioritize their core segments to manage costs and enhance scalability. Over the past nine years, the global investment in robotaxis, robot shuttles, and robot trucks has reached nearly US$42.5 billion, with significant contributions from investments in robotaxi companies.

Yole Group’s computing team invites you to follow the technologies, related devices, applications, and markets on


In this regard, do not miss CHIPLET SUMMIT 2024 from February 6 to 8 in Santa Clara, USA. Attend Tom Hackenberg and Ying-Wu Liu’s presentation: Chiplet Markets Are Rising: Where and When?

Meet Yole Group analysts and discuss our latest market, technology, reverse engineering and reverse costing analysis with our team!

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  • CAGR : Compound Annual Growth Rate
  • ADAS : Advanced Driver-Assistance System
  • AD : Automated Driving

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