The following is the It is predicted that the total market scale of China’s shared travel will reach 2.25 trillion in 2030 From IHS Marks recommended by recordtrend.com. And this article belongs to the classification: IHS Marks, Shared car.
IHS Markit predicts that by 2030, the total market scale of shared travel in China will reach 2.25 trillion, with a compound growth rate of 20% – 28%. Among them, the proportion of robotaxi (unmanned vehicle service) will reach 60%, with a scale of 1.3 trillion. At that time, the travel market will turn to the unmanned vehicle travel market in the future.
IHS report points out that in the next decade, the continuous improvement of the market share of new energy vehicles and the popularity of private cars will promote the development of the overall shared travel market; Consumers are increasingly accustomed to sharing travel services, the overall population penetration will gradually increase in the future, and the participants and ways of participation are also changing. Thus, it has brought about the rapid expansion of the market scale.
In the process of the rise of robotaxi service, the industry will also usher in a new pattern. IHS Markit believes that in the future, the main participants of robotaxi will focus on 2-3 service providers, head service providers or more than 40% of the market share. Only the giant enterprises with deep participation now can occupy a favorable position in the competition in the next decade, and Baidu may become the leader. With the advance layout of Internet of vehicles and automatic driving, technology giants such as Baidu will have a first mover advantage in the future competition.
According to insiders, different from other industries, the network operation of unmanned vehicle service needs to participate in the company’s L4 level driving technology on the one hand, and the construction of technical capacity is not a day’s work and requires long-term investment of up to 8-10 years; On the other hand, participating enterprises need to have sufficient traffic, data and market scale before they can do a good job in complex operations.
In terms of traffic, Baidu has Baidu high-precision map and a strong mobile ecological foundation; In terms of data, the just released second quarter financial report shows that Baidu Apollo L4 has accumulated more than 12 million kilometers of automatic driving test mileage and obtained 278 automatic driving test licenses, leading the world; In addition, Baidu has already opened the car service to the public in Beijing, Cangzhou, Changsha and Guangzhou city in October 2020. It is China’s largest number of open trial operation city. At the earnings conference, Robin Li revealed the next stage of service expansion plan. Baidu will expand the operation of the unmanned vehicle to 30 cities, 3 million users and 3000 vehicles in 2023.
Earlier this year, Robin Li announced three commercialization paths for autopilot to the market, including Apollo automatic driving technology solutions, car making and unmanned vehicle services for the main manufacturers. The release of IHS Markit’s “China’s automatic driving market and future travel market outlook” provides scale evidence for Baidu’s third commercialization path from the data. Based on the overall 1.3 trillion market scale and 40% market share of robotaxi, Baidu’s unmanned vehicle service revenue is expected to reach 520 billion yuan in 2030.
In the unmanned car track, Baidu has accumulated several years of operation capacity and continuously reduced its operation cost to attract users. In June this year, Baidu and its partners jointly launched the fifth generation of unmanned car Apollo moon, with a car manufacturing cost of 480000, a 60% decrease in the cost per kilometer compared with the previous generation. At the second quarter performance conference, Robin Li predicted that by 2025, the total cost of Robotaxi would be lower than that of net related vehicles and scale up.
In terms of automatic driving and unmanned vehicle services, Baidu has always been at the forefront of the industry. With the continuous improvement of China’s automobile intelligence and the continuous upgrading of shared travel services, the commercialization process of Baidu automatic driving will continue to accelerate. More reading: Scientific Research Institute of the Ministry of Communications & Tuge: 2017 report on shared car travel in China’s first tier cities IHS Markit: it is expected that the global shipment of vehicle touch modules will reach 64 million sets in 2019 IHS Markit: it is expected that the 30% increase in global automobile production in Q1 will be difficult to achieve in 2021 IHS Markit: it is expected that the market share of electric vehicles in the United States will double in 2021 IHS Markit: it is expected that the global sales of new light vehicles in 2021 IHS Markit: 5g economic report in the post covid-19 era IHS Markit: report on the development trend of China’s smart Internet connection market in 2020 (with download) IHS Markit: it is estimated that the shipment of AMOLED smart phone panel will increase by 9% in 2020 IHS Markit: the total shipment of Q3 smart Watch Bracelet display screen in 2019 will be 57 million pieces IHS Markit: by 2022, LCD investment will dry up IHS Markit: quantum dot display will stimulate the growth of high-end display market IHS Markit: Q3 global panel manufacturers will ship 469 million smartphone screens in 2019 IHS Markit: it is estimated that the shipment of LCD TV panels in 2019 will be about 289 million IHS Markit: Despite the fierce competition, IHS Markit, a Japanese flat panel display equipment manufacturer, still maintains the largest market share: it is expected that LCD TV panel shipments will decline by 8% year-on-year in 2020
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