Autonomous Driving Enters Era of Scalable Profitability as Heavy Trucks and Buses Accelerate Commercialization

The autonomous driving industry is shifting from a valuation model based on future expectations to a development phase driven by tangible commercial results. Today, large-scale delivery, stable profitability, and global deployment have become the sector’s defining characteristics. Within specific segments, autonomous heavy-duty trucks—meeting the transportation industry’s demand for cost reduction—have already established a viable business loop, prompting several leading companies to accelerate their entry into capital markets. Meanwhile, autonomous buses have demonstrated their ability to replicate operational models across different markets by achieving compliant operations overseas, thereby unlocking new market opportunities.