North American robotaxi market reaches USD 1.69 billion in 2026
Autonomous Vehicle Market 2025 to 2032: Regulatory Inflection, Robotaxi Scale-Up and the Sub-USD 30K Cost Curve Reshaping Mobility →The North American robotaxi market expanded from USD 1.52 billion in 2025 to USD 1.69 billion in 2026. Passenger transportation and ride-hailing lead the sector, holding 85% and 80% market shares respectively. The market is projected to reach USD 32.11 billion by 2032 with a CAGR of 54.62%.
Severity: how big the impact would be if this plays out.
Likelihood: how probable the engine judges it is to happen or persist.
Spend exposed: the share of your annual category spend this flags.
Evaluate long-term fleet integration strategies with top market incumbents
With the top 5 players holding 80% market share and the US capturing 93% of North America, procurement should focus vendor evaluation on established operators like Waymo and Zoox.
Source · gurufocus.com
Source · vyansaintelligence.com
# North America Robotaxi Market Report: Trends, Growth and Forecast (2026-2032) By Level of Autonomy (Level 4, Level 5), By Vehicle Type (Cars, Shuttles/Vans, Purpose-Built Pods, Others), By Propulsion Type (Electric Vehicles (BEV), Hybrid Electric Vehicles (HEV), Fuel Cell Vehicles (FCV)), By Application (Passenger Transportation, Goods Transportation, Others), By Service Type (Ride-H