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.
汽車研究公司S&P Global Mobility週一表示，在美國自動駕駛技術經歷了兩年的減速之後，自動駕駛有望改變人們出行方式，並且該技術的進展正在恢復。
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.
據該公司稱，雖然2021年至2023年自動駕駛領域取得進展，但整體部署進展緩慢，同時還存在對該技術的投資不足。
"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全球移動性公司汽車智能部門副董事斯蒂芬妮·布林利在週一的博客中寫道：「2024年，雖然AV行業整體上仍然面臨資金不足以支持技術發展的問題，但母公司已經宣佈對AV創業公司進行了投資。」
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.
根據S＆P的說法，Waymo目前是美國AV領域的領先者。今年7月，Waymo的母公司Alphabet（納斯達克：GOOG）（納斯達克：GOOGL）表示將向該部門投資達50億美元。
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.
通用汽車（紐交所：GM）的Cruise則在去年晚些時候在一輛巡航車輛與行人發生事故後暫停運營，目前已經恢復在多個城市進行監督駕駛的機器人出租車運營。
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.
與此同時，電動汽車巨頭特斯拉（納斯達克：TSLA）正改進其全自動駕駛（FSD）駕駛輔助軟件，旨在實現車輛自主駕駛。該公司還計劃於10月10日推出專用的機器人出租車產品。
"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.
布林利在週一的博文中寫道：「美國市場上的投資和擴張在2024年是令人鼓舞的，但仍面臨挑戰。」她指的是美國國家公路交通安全管理局對Waymo意外駕駛行爲的調查、通用汽車放棄建造Origin自動駕駛汽車的計劃以及特斯拉在實現自主駕駛方面的延遲。
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現預計到2034年美國自動駕駛輕型車銷量將達到約23萬輛。
In China, the firm expects AV sales to potentially touch 1.5 million units owing to faster progress on the technology.
在中國，該公司預計由於技術進展更快，自動駕駛銷量可能達到150萬輛。
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.
根據標準普爾公司的數據，歐洲的發展速度將比美國和中國慢，到2034年，自動駕駛銷量僅達到37,000輛。
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