by UBS

Robotaxis: rollout, returns and the impact on mass transit

UBS Evidence Lab developed a simulation model for a fleet of taxis in NYC which concluded that the global market could be worth more than two trillion dollars by the end of 2030. Mass adoption of robotaxis will have far-reaching implications across many industries; new sector revenue streams, from ride-sharing to semiconductors, telecoms, tyres to battery makers industry, and car makers and their suppliers.

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