The autonomous driving market is expected to expand to approximately ¥6 trillion, with a Japanese government estimate indicating a substantial economic ripple effect. The article examines Rakuten Group's entry into the autonomous driving sector and notes the possibility of an accompanying risk of losses.
The autonomous driving market is expected to expand under an investment roadmap based on the government's growth strategy, with estimates presented for investment and economic ripple effects through fiscal 2040. The development of a data ecosystem and measures to ensure cybersecurity are also being considered to promote the commercialization and adoption of Level 4 and Level 2++ autonomous driving.
Rakuten Group is exploring entry into the autonomous driving sector, and Rakuten Mobile has reportedly moved to participate in a demonstration project in Saga City. Building an operating structure to compete with the Big Three is cited as a challenge in relation to entry as a telecommunications operator.
China's WeRide reported a substantial year-on-year increase in total revenue from its robotaxi business in the second quarter, while the number of robotaxi vehicles also expanded. The company confirmed its policy of pursuing overseas expansion across multiple countries and cities.
While cases of foreign-affiliated robotaxi companies partnering with Japanese companies are increasing, Japan's domestic regulatory and approval framework is also being debated. Partnerships with Japanese companies are expected to become more common, while the potential impact on pricing and service stability is also attracting attention.