US Autonomous Vehicle Sales To Hit 230K By 2034 After Progress Resumes At Alphabet's Waymo, GM's Cruise: S&P Global Mobility
US Autonomous Vehicle Sales To Hit 230K By 2034 After Progress Resumes At Alphabet's Waymo, GM's Cruise: S&P Global Mobility
Automotive research firm S&P Global Mobility said on Monday that it sees potential for autonomous driving to transform the way people move as advancements resume in autonomous vehicle (AV) technology in the U.S. after a two-year-long slowdown.
汽车研究公司S&P Global Mobility周一表示，在美国自动驾驶技术经历了两年的减速之后，自动驾驶有望改变人们出行方式，并且该技术的进展正在恢复。
What Happened: While advancements in the field of autonomous driving continued to occur from 2021 through 2023, overall progress towards deployment appeared slow, the firm said, while noting that there was also a shortage of investment into the technology.
据该公司称，虽然2021年至2023年自动驾驶领域取得进展，但整体部署进展缓慢，同时还存在对该技术的投资不足。
"In 2024, though the AV industry overall still faces a lack of sufficient capital to support technology development, investment announcements have come from parent companies of AV startups," S&P Global Mobility's Associate Director of AutoIntelligence Stephanie Brinley wrote in a blog on Monday.
S＆P全球移动性公司汽车智能部门副董事斯蒂芬妮·布林利在周一的博客中写道：“2024年，虽然AV行业整体上仍然面临资金不足以支持技术发展的问题，但母公司已经宣布对AV创业公司进行了投资。”
Key Players In The U.S.: Waymo is currently the frontrunner in the field of AVs in the U.S., according to S&P. In July, Waymo's parent Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) said that it would invest up to $5 billion into the unit.
根据S＆P的说法，Waymo目前是美国AV领域的领先者。今年7月，Waymo的母公司Alphabet（纳斯达克：GOOG）（纳斯达克：GOOGL）表示将向该部门投资达50亿美元。
General Motors' (NYSE:GM) Cruise, meanwhile, has resumed supervised robotaxi operations across multiple cities after it paused operations late last year after the involvement of one of its robotaxis in a pedestrian accident.
通用汽车（纽交所：GM）的Cruise则在去年晚些时候在一辆巡航车辆与行人发生事故后暂停运营，目前已经恢复在多个城市进行监督驾驶的机器人出租车运营。
EV giant Tesla (NASDAQ:TSLA), meanwhile, is improving its full self-driving (FSD) driver assistance software with the aim of achieving vehicle autonomy. The company is also looking to unveil a dedicated robotaxi product on Oct. 10.
与此同时，电动汽车巨头特斯拉（纳斯达克：TSLA）正改进其全自动驾驶（FSD）驾驶辅助软件，旨在实现车辆自主驾驶。该公司还计划于10月10日推出专用的机器人出租车产品。
"Investment and expansion in 2024 are encouraging in the US market, but challenges remain," Brinley wrote on Monday, referring to the ongoing investigation by the National Highway Traffic Safety Administration (NHTSA) into Waymo over unexpected driving behavior, GM abandoning plans to build the Origin autonomous vehicle, and Tesla's delays in achieving autonomy.
布林利在周一的博文中写道：“美国市场上的投资和扩张在2024年是令人鼓舞的，但仍面临挑战。”她指的是美国国家公路交通安全管理局对Waymo意外驾驶行为的调查、通用汽车放弃建造Origin自动驾驶汽车的计划以及特斯拉在实现自主驾驶方面的延迟。
AV Sales Estimates Across Geographies: S&P now expects sales of autonomous light vehicles in the U.S. to reach about 230,000 units in 2034.
S＆P现预计到2034年美国自动驾驶轻型车销量将达到约23万辆。
In China, the firm expects AV sales to potentially touch 1.5 million units owing to faster progress on the technology.
在中国，该公司预计由于技术进展更快，自动驾驶销量可能达到150万辆。
Europe, according to S&P, will progress slower than both the U.S. and China with AV sales only touching 37,000 units in 2034.
根据标准普尔公司的数据，欧洲的发展速度将比美国和中国慢，到2034年，自动驾驶销量仅达到37,000辆。
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