Self-Driving Truck Market Poised to Reach US$ 41.2 billion by 2035 | AMR

Allied Market Research

The global self-driving truck market is driven by factors such as development of intelligent transport system, growth of connected infrastructure and improved safety coupled with reduction in traffic congestion. However, rise security and privacy concerns, and software failures associated with automotive sensors are hampering the growth of the self-driving truck market.

The global self-driving truck market size is projected to be valued at $13.1 billion in 2025, and is expected to reach $41.2 billion by 2035, growing at a CAGR of 12.1% from 2025 to 2035.

Self-Driving Truck Market

Key players in the self-driving truck market:

The key players operating in self-driving truck technology market are Waabi, Aurora Innovation Inc., PlusAI, Inc., Kodiak Robotics, Inc., Embark Trucks, Inc., Einride, RRAI, TuSimple, Jiluo Technology (Shanghai) Co., Ltd. and Torc Robotics.

Segmental Review of the self-driving truck market:

Based on level of automation, the level 1 segment is expected to hold the highest market share in 2025, accounting for nearly three-fourths of the global self-driving truck market revenue, as most of the technology such as cruise control is already present and the technology is implemented in most of the vehicles including trucks. However, the level 5 is estimated to be the fastest growing segment with a CAGR of 28.0% during the forecast period, due to development of intelligent transport system and the fast-growing connected infrastructure that will support the level 5 autonomous technology. For instance, in April 2023, Chennai, India, Greater Chennai Corporation with collaboration with other organizations has initiated the intelligent transport system project. The initiation of intelligent transport system projects is expected to give support to the level 5 autonomy in the self-driving truck market.

Based on propulsion type, the electric transmission segment is expected to hold the highest market share in 2025, accounting for more than two-fifths of the global self-driving truck market revenue and is estimated to maintain its leadership status throughout the forecast period. The electric vehicles are also used for the transportation of goods and materials. For instance, in April 2023, Einride an electric self-driving truck technology provider enters in the UK market and partnered with PepsiCo to offers its autonomous solution. The development shows the interest of consumer goods firm towards the electric self-driving trucks, thus creating demand for the self-driving truck technology in the market.

Based on component, the hardware segment is expected to hold the highest market share in 2025, accounting for nearly two-fifths of the global self-driving truck market revenue, as there are numerous companies that provide hardware for self-driving cars and trucks. However, the software segment is estimated to be the fastest growing segment the major CAGR of 13.1% during the forecast period, as it connects or integrates the self-driving truck’s hardware so it can perform its job efficiently. The firms are jointly working to provide efficient and reliable software.

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A self-driving truck, or autonomous truck, is one that supports the driver while also making decisions and navigating itself out of uncertain situations. Self-driving truck refers to autonomous driving technologies in trucks that allow them to run without human intervention by combining sensors, software, and advanced control systems. Technology is utilized in logistics and transportation to address issues such as driver shortages and to eliminate human errors that might result in road casualties. Self-driving trucks are also utilized to transport goods and commodities to a storage facility from an excavation site in a mine or an unloading zone at a port.

Moreover, the market is witnessing suitable growth in recent years, owing to the development of intelligent transport system. Moreover, the key manufacturers operating in the industry have been inclined towards developing and testing autonomous level 4 technology, where the autonomous system drives the truck by itself, but the manual override option is provided for the driver to take control at the moment of an emergency. For instance, TuSimple Holdings has started Level 4 autonomous testing on a critical Japanese freight corridor, in January 2023. Similarly, in September 2019, Daimler Trucks and Torc Robotics worked together to create and test SAE Level 4 intent technology autonomous trucks on public roads. All automated runs are overseen by an engineer and a highly trained safety driver certified by Daimler Trucks and Torc Robotics. Torc Robotics uses public road testing to construct and refine the system so that it can produce the required results. Such developments create a wider scope for the growth of the market across the globe.

Autonomous vehicles can also help reduce traffic congestion. On the basis of a study by University of Illinois, it was proved that one autonomous vehicle stuck in traffic congestion with 20 other human driven vehicles can ease the congestion by controlling the pace of the vehicle. Fuel consumption also reduces with use of autonomous vehicles as fuel use increases when the vehicle slows down. Thus, reduction in traffic congestion and improved fuel efficiency due to self-driving trucks are expected to boost the growth of the self-driving truck market across the globe.

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At present, the autonomous vehicle market players interested in testing driverless technology need to apply for exemptions to the National Highway and Traffic Safety Administration’s (NHTSA) federal motor vehicle safety standards, and the agency only grants 2,500 per year. The Self-Drive Act is projected to increase that cap to 25,000 per year initially, and expand it to 100,000 annually in three years’ time. Such developments are expected to create ample opportunities for the growth of the market across the globe.

Regional Insights:

Based on region, North America held the highest market share in terms of revenue in 2025, accounting for more than one-third of the global self-driving truck market revenue, due to the presence of major self-driving companies in the region. However, LAMEA region held the major CAGR of 14.2% in 2035, due to the government support for the self-driving truck technology which attracts many firms who are developing and testing autonomous truck technology. For instance, in May 2023 Einride an electric self-driving truck technology provider has signed a Memorandum of Understanding (MoU) with the UAE government to deploy its ecosystem across 550 kilometers in Abu Dhabi, Dubai, and Sharjah. The expansion of the private players such as Einride in the Middle-East shows the demand of autonomous technology in the region, which helps to grow the self-driving truck market.

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