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Goldman Sachs: Raises forecast for China's Robotaxi fleet size
Goldman Sachs states that driven by cost reductions, fleet size expansion, service coverage broadening, software improvements, and increased public acceptance, China’s autonomous taxi (Robotaxi) market will accelerate growth. Goldman Sachs has raised its forecast for China’s Robotaxi fleet size in 2026 from 13k to 14k vehicles (accounting for 0.3% of shared mobility fleets), for 2030 from 632k to 705k vehicles (accounting for 12% of shared mobility fleets), and for 2035 from 2.5 million to 3.1 million vehicles (accounting for 36% of shared mobility fleets).