Chapter 1 · EV01

Global CAM Deployment Statistics, Early 2026

Date collected: 26 May 2026

Summary

Waymo, Baidu, WeRide, Zoox lead global CAV rollouts; commercial robotaxi fleets expanding across US, China, Middle East by early 2026

Executive Summary for Ch.0

Current deployed autonomous mobility operators remain limited to a small set of well-funded players, mostly in the United States and China. Total weekly paid ride volumes across all L4 commercial operators globally appear to exceed 700,000 weekly rides as of Q4 2025–Q1 2026, but this remains concentrated in a handful of cities and two companies.

Waymo: Market Leader

Fleet & Operations

Fleet size: ~3,000 robotaxis as of March 2026, spread across six primary markets
Operating cities (paid service): 10 major US cities
- Established hubs: Phoenix AZ, Miami FL, Houston TX, Dallas TX, San Antonio TX, Orlando FL
- Additional cities: San Francisco Bay Area, Los Angeles CA, Atlanta GA
- International expansion in planning: Tokyo, London (groundwork underway, 2026–2027 timeline)

Ride Volume & Growth

Weekly rides (baseline Dec 2025): 450,000 weekly rides
2025 annual trips: 14.2 million (>3x growth from 2024)
Lifetime trips: >20 million by end of 2025
Target: 1 million weekly fully autonomous rides by end of 2026
Growth trajectory: ~3x YoY expansion 2024–2025; linear growth projected to 1M weekly rides by end 2026

Manufacturing Expansion

Scaling US domestic manufacturing of 6th-generation Driver vehicles
Plans to add 2,000+ additional robotaxis to fleet by 2026

Policy Milestone

Began fully autonomous operations (no safety driver present) with 6th-gen vehicle in February 2026

Sources:

Cruise: Post-Suspension Restructuring

Status

October 2023: Suspended driverless operations following pedestrian injury incident (drag injury)
December 2024: GM announced full acquisition and pivot away from robotaxi focus
February 2025: Cruise formally merged into GM; technology reoriented toward personal vehicle autonomy (Level 3+)

Current Operations

No commercial paid driverless taxi service operating as of March 2026
Testing limited number of Cruise Bolt EVs on select highways (Michigan, Texas, San Francisco Bay Area) starting mid-2025
Level 3 autonomous system testing (hands-free, driver available)
Commercial timeline unclear; focus shifted to Super Cruise integration in consumer vehicles

Governance Lesson

Demonstrates risk concentration and regulatory dependency: single incident led to complete suspension and business model redesign
No alternative operators stepped in to fill Vegas/San Francisco vacuum

Sources:

Motional: Delayed Commercial Timeline

Status

Announced 2024: Push commercial robotaxi launch to 2026 (post-restructuring)
Halted commercial operations in Las Vegas (Uber/Lyft) and Santa Monica (Uber Eats) deliveries in 2024
Partner: Hyundai (Ioniq 5 platform)

Current Scale

No active commercial paid service as of March 2026
Development ongoing; commercial timeline uncertain

Sources:

Baidu Apollo Go: Global Leader by Volume

Fleet & Operations

Fleet size: >1,000 fully autonomous vehicles (May 2025 milestone)
Operating cities: 22 cities globally (as of November 2025)
- China mainland: Beijing, Shanghai, Shenzhen, Wuhan, Chengdu, Chongqing, Haikou, Sanya, Chongqing, Yibin, Linao, Changsha, Wuhu, Hefei, Qingdao, Xuzhou, Yangzhou, Jishou, Xiangyang, plus others
- International: South Korea expansion (first non-mainland Asian market, Feb 2026); partnerships for Dubai (Uber), Abu Dhabi (AutoGo), Switzerland (PostBus)
Fully driverless operations: 100% of mainland Chinese operations are driverless (no safety driver)

Ride Volume & Growth

Cumulative public rides: >17 million by November 2025
Weekly order volume (Q4 2025 peak): >300,000 weekly trips
Q4 2025 performance: 3.4 million fully driverless rides (>200% YoY growth)
Q2 2025: 2.2 million fully driverless rides (148% YoY growth)
Autonomous driving distance: 300+ million kilometers cumulative, 190 million fully driverless

Profitability Target

Announced goal to achieve profitability in 2025/2026

Governance Context

Operates under Chinese regulatory regime with different approval pathway than US
No US operations; geographically diversified from Western operators

Sources:

Other L4 Operators

Zoox (Amazon): No announced commercial service as of March 2026. Tesla (FSD v12+): No L4 robotaxi service; Level 2+ driver-assist only. Uber/Lyft: Partnering with Waymo and Motional rather than developing in-house L4 systems.

KPMG Autonomous Vehicles Readiness Index (2020 Data)

Most Recent Published Index: 2020 (2024/2025 update not found in search results)

2020 Rankings (Pillar Approach):

Assesses 30 countries across four pillars: policy/legislation, technology/innovation, infrastructure, consumer acceptance
Top performers:
- Netherlands: Best positioned for AV implementation (robust infrastructure, supportive policy)
- Singapore: Best AV infrastructure provision (100% physical, 63.36% digital)
- US: Strong on innovation; variable regulatory environment
- Canada, Germany, France: Competitive mid-tier performers

Assessment Methodology:

30 individual measures aggregated into composite score
Includes: AV regulations, government pilots, legislative effectiveness, data-sharing environment

Note on Data Currency:

No 2025 KPMG AVRI found in public sources; most recent available is 2020
Governance landscape has evolved significantly 2020–2026, particularly regarding liability, insurance, remote operation requirements

Sources:

Key Takeaways for Ch.0 Executive Summary

Scale Reality: Waymo + Baidu Apollo Go account for ~750K weekly paid rides combined (450K + 300K). Total global commercial CAM volume remains below 1 million weekly rides despite 5+ years of deployment.
Geographic Concentration: Waymo dominates North America (10 cities); Apollo Go dominates Greater China (22 cities); no operational overlap. No global operator.
Market Concentration Risk: Two companies account for >95% of global commercial CAM volume. Cruise’s collapse left no alternative in North America short-term.
Growth Trajectory: Waymo targeting 2.2x growth (450K→1M weekly) by end 2026. Apollo Go already at 300K weekly, suggesting both may exceed 700K+ weekly combined by late 2026. But total mobility market is ~1 billion+ daily rides globally; CAM remains <0.1% of market.
Regulatory Variance: US (robotaxi), China (robotaxi + robotruck testing), no EU commercial service yet despite strong policy frameworks (Netherlands, Germany prepared).

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