Research Reports

Overview

Summary
In 2024, the American Robotaxi service provider Waymo completed more than 4 million rides and planned to further expand into new cities such as Miami and Tokyo. As companies in both China and the US actively expand their robotaxi services, the future of related applications looks promising. However, the cost of advanced driving assistance features still limits their widespread adoption, and the performance of current autonomous driving systems across various automotive brands still has room for improvement. An autonomous vehicle generates about 40TB of data daily, necessitating the use of cloud platforms for computation, storage, and analysis. The emergence of these solutions, in turn, is accelerating the development and popularization of autonomous driving technology. Additionally, Taiwan-based companies are expected to demonstrate a unique competitive edge in areas such as sensor manufacturing, system integration, and innovative applications.

Table of Contents
1. Current Status and Prospects of Robotaxis
  (1) Significant Breakthroughs in Robotaxi Adoption in 2024-2025
  (2) Cross-Sector Collaboration and Regulatory Easing Will Expedite Large-Scale
  Commercialization of Robotaxis

2. Cloud Services and AI Computing Play a Crucial Role in Adoption of Robotaxis
  (1) NVIDIA’s All-Encompassing Technology Platform
  (2) End-to-End Robotaxi Platforms Developed by CSPs

3. Market Positioning and Business Opportunities for Taiwan-Based Companies in Robotaxi Application Development

4. TRI’s View
  (1) Cloud Computing Helps Expedite Autonomous Technology Development and Robotaxi
  Deployment
  (2) Taiwan-Based Companies Are Expected to Seize Business Opportunities as Robotaxi
  Services Experience a Surge Worldwide

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