Robotaxi market forecast to reach $158.7bn by 2036

Berg Insight forecasts the global robotaxi fleet will grow from 6,500 vehicles at the end of 2025 to 1.53 million by 2036, with passenger fare revenue rising from $260 million to $158.7 billion (79.2% CAGR). Services are currently concentrated in the US, China and the Middle East, with recent launches in Europe, South Korea and Singapore.

• Fleet to grow from 6,500 vehicles in 2025 to 1.53 million by 2036
• Fare revenue to rise from $260M to $158.7B, a 79.2% CAGR
• Leading tech providers include Waymo, Tesla, Baidu Apollo Go, Pony.ai, Zoox
• Key challenge is scaling across markets with viable unit economics