Transitioning from "technology validation" to "scene implementation," the trillion-level market for autonomous driving is opening up

Recently, a new Tesla vehicle autonomously completed delivery to its owner through FSD; China's autonomous vehicles are driving on roads in the Middle East; in several first-tier cities in China, unmanned delivery vehicles are traversing the streets and alleys... Autonomous driving is entering people's lives, and the trillion-level market for autonomous driving is opening up. An industry expert told reporters that in the first half of 2025, the commercialization of autonomous driving will reach a critical turning point—accelerating the shift from "technology validation" to "scene implementation." The penetration rate of Level 2 autonomous driving is continuously increasing, and Level 3 autonomous driving products are gradually being implemented. A recent report from Bank of America states that by 2040, the total market size for autonomous vehicles could grow to $1.2 trillion